City manager work from home jobs - 83 jobs

Flex is building the AI-native private bank for business owners. We're re-architecting the entire financial system for entrepreneurs-from the first dollar a business earns to how that value compounds, moves, and is ultimately spent in real life. Banking, credit, payments, personal finance, and financial operations-rebuilt from the ground up as a single, intelligent system. Since launching publicly in September 2023, Flex has scaled from zero to nine-figure annualized revenue, with a clear path to profitability by late 2025. We move fast, ship relentlessly, and operate with extreme ownership. Our customers are affluent business owners ($3-$200M in revenue)-the backbone of the economy and one of the most underserved segments in finance. They're stuck with outdated banks and fragmented tools. We're replacing all of it. The opportunity is massive: a ~$1T+ revenue market hiding in plain sight. Our ambition is to build a $100B+ company by delivering a product that is fundamentally better-not incrementally improved. Flex has raised $100M+ in equity and $300M+ in debt. Why Join Flex: - Mission-critical problems: We build software that directly controls how money moves at scale.- High bar, low ego: Small teams, exceptional people, real ownership.- Speed over comfort: We prioritize execution, quality, clarity, and results.- Enduring impact: What we're building will define how a generation of owners runs their businesses. Team & Locations We hire exceptional people who want to build hard things and see their work matter immediately. Roles are available in: San Francisco, Miami, New York, and fully remote. Flex Fuels Ambition. 🕺 About the RoleCity Managers are the face of Flex in their geographic region or category. This is our first ever hire to own the business owner community. Your mission will be to have everyone in your city know what Flex is by hosting intentional events, curating the invite list, and fostering relationships that become champions of the brand. You'll report to the Head of Marketing and work closely with our creative and data teams to generate assets and ensure attribution of events and referrals. This is a highly relational, on-the-ground role: equal parts community builder, deal originator, and operator. You'll represent Flex to business owners in your city, ensuring Flex is top-of-mind as their financial partner.✅ What You'll Do Host and curate events: Plan and execute dinners, salons, and small-format gatherings that attract premium business owners. Foster 1:1 relationships: Build personal connections with attendees, becoming a trusted connector and resource in the community. Own referral flywheels: Encourage and track peer-to-peer referrals, ensuring the right attribution back to your channel. Leverage CRM rigorously: Log every relationship, event touchpoint, and referral in CRM; ensure accurate attribution and reporting. Follow up with intent: Send personalized notes, share relevant content, and schedule 1:1s to deepen engagement beyond the event. Performance reporting: Measure and communicate the ROI of your efforts (pipeline generated, conversion rates, referral multipliers, CAC payback). Collaborate cross-functionally: Partner with Flex's marketing, sales, and data teams to align messaging, share community insights, and optimize attribution strategies. Represent Flex authentically: Act as the local face of Flex - knowledgeable about our product, our mission, and the needs of business owners. ⚡️ What You Bring 2-5 years of experience in investing, business owner support, partnerships, or ecosystem/community-building roles. Proven ability to host and lead high-value events that drive meaningful relationships. Existing networking and relationship-building skills with business owners. Experience working with CRM tools (e.g., HubSpot, Salesforce, Affinity) and applying attribution strategies. Data-driven mindset: you're comfortable tying community activity to business outcomes. Excellent written and verbal communication; you can confidently represent Flex in front of business owners and investors. Entrepreneurial and scrappy - you thrive in ambiguity, love being on the ground, and can spin up a dinner, follow up with guests, and report results all in the same week. Bonus: Prior experience as a founder, operator, or in a SMB community role. Why Join Us Flex is growing quickly - you'll help shape the direction of a product and company with real momentum.We're well-capitalized with strong backing and a clear long-term vision.You'll work with a sharp, driven team that values autonomy, clarity, and quality.Join ambitious builders who care deeply about winning together - and having fun while doing it.Annual team on-sites. From Bogota to Mexico City, the entire Flex team gets together once a year to align and build camaraderie.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Zurich North America is seeking a Vice President, Programs. We're looking for an inspiring leader to drive underwriting and operational initiatives, build trusted relationships, and help shape the strategic direction of our dynamic Programs Business unit. In this influential role, we are seeking a leader who brings deep expertise in program business, a strategic outlook, and a collaborative mindset. This leader will play a critical role in strengthening client partnerships and inspiring our team to deliver sustainable, long-term growth. We are looking for a strong leader that will help drive Zurich's commitment to excellence, innovation, and customer success. Reporting directly to the Head of Programs, this position offers flexibility in location and can be based at any of our Zurich offices. Some business travel will be required. Responsibilities Include: * Partner with the Programs leadership team to define and execute a multi-year strategy and business goals while identifying new growth opportunities with key distributors. * Develop tactical plans to achieve profitable growth across a diverse portfolio, and drive results. * Lead Initiatives, and champion key operational actions and cultivate a customer-focused, results-driven underwriting culture. * Translate market insights into actionable objectives, and mentor staff to develop strong program administrator and client networks * Build trusted partnerships with Program Administrators, agents, brokers, and customers, serving as a solutions provider. * Administer underwriting rules, insurance laws, and rating guidelines, review and act on agency performance and trends. * Develop and implement policies, procedures, and standards to deliver profitable outcomes. Basic Qualifications * Bachelors Degree and 10 or more years of experience in the Underwriting, Market Facing, Broker, Carrier or Risk Management area within the Commercial Insurance industry OR * Bachelors Degree with 20 or more years of experience in Claims or Underwriting Support area within the Commercial Insurance industry AND * Experience in Experience in the Programs line of business or segment * 2 or more years of people management experience Preferred: * Advanced knowledge and practice of line/s of business * Strategic planning and execution experience * Strong team building and organization skills * Strong verbal and written and communication skills * Strong negotiation skills * Experience managing complex portfolios * Technical knowledge of insurance industry operations and processes * Knowledge in risk selection and strategical components of anticipating the market environment * CPCU Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply-your unique background matters to us. The compensation indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. The proposed salary range for this position is $197,800 -$304,000, with short-term incentive bonus eligibility set at 25%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards here.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment-so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500. Join us for a brighter future-for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - Schaumburg, AM - Illinois Virtual Office, AM - Texas Virtual Office, AM - New Jersey Virtual Office, AM - Washington St Virt. Office Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-LB1 #LI-EXECUTIVE Nearest Major Market: Chicago

Flexible work from home days Industry: Financial Services - Mortgage Job Category: Finance / Accounting - Other Finance / Accounting Compensation Base Salary - USD $160,000 to $200,000 Full-time Benefits - Full Relocation Assistance Available - Possible for ideal candidate Commission Compensation - No Bonus Eligible - No Overtime Eligible - No Interview Travel Reimbursed - No Candidate Details Seniority Level - Mid-Senior Management Experience Required - No Minimum Education - Bachelor's Degree Willingness to Travel - Never Security Clearance Required: No Visa Candidate Considered: No Primary Responsibilities: Modeling for hedge effectiveness of HFS Mortgage Pipeline and work closely with hedging provider while analyzing efficacy of various hedging instruments and modeling parameters. Explore application of options to manage the growing convexity risk and manage the unique nature and risk of pipeline with growing share of longer-term products like salable construction to perm and extended locks. This position will be responsible to develop a robust performance monitoring and feedback. The development of back-testing and stress-testing of the HFS rate lock exposure versus actual pull-thru and the integration of a dynamic market rate, yield curve and market volatility impact on related models. Developing a framework to manage the MSR hedge utilizing various derivatives instrument including Options, TBA, Swaps and Eurodollars. Devising a framework for MSR valuation with third party for regular mark to market and sensitivity of MSR values net of hedge and reporting. Growing our risk analytics and risk reporting and implementation of a dynamic risk measurement and reporting package to support Manager of Capital Markets in the overall Pipeline/Warehouse and reporting activities and P& l tracking and explanation. Review, recommend and document all related policies and procedures in accordance ALCO risk control framework. Applying advanced analytics & modeling skills to support various functions in secondary marketing including pricing analysis, market share studies and suggest strategies to grow our business Develop process to manage securitization and specified pool trading. Knowledge of trade to pool allocation and settlement. Expected to start with Ginnie pools and then follow up with Fannie and Freddie pooling and allocation. Coordinates monthly and/or quarterly market-to-market profitability with the Finance Department. Review of existing and alternative vendor models for hedge service and pricing engine and recommend and implement changes if required. Familiarity and involvement with other roles in secondary marketing including pricing, lock desk functions, product development process and loan sale. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporations risk management program. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 5 Skills Required to Perform the Primary Responsibilities of this Position: Excellent communication skills, both written and verbal Excellent management skills Excellent project management skills Detail-oriented Ability to work and multi-task in a fast paced environment Excellent organizational, analytical and interpersonal skills Strong knowledge of secondary residential markets , interest rates, derivatives, options trading and modeling , hedging mortgages and MSR , MBS trading, best execution and specified pools. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Skills and Certifications [note: bold skills and certification are required] MSR Derivatives Ideal Candidate Must have excellent MSR pipeline experience Candidate must be based in Pittsburgh. If not currently, must relocate before or shortly after start date.

The mission of the Global Security (GS) team is the protection of the firm's people and assets, ensuring the safety and soundness of JPMorgan Chase's business operations throughout the world. GS works to minimize disruption and threats that undermine our businesses' ability to serve our customers by staying in front of external and internal risks, screening all new employees, protecting our franchises when needed with thorough investigations, ensuring the safety of business travelers, and working to keep our businesses open during extraordinary situations from weather disruptions to local protests. As a manager on the GS Vulnerable Adult Investigations team, the incumbent will supervise and direct the activities of a team of investigators and perform investigations of elder/ vulnerable adult financial exploitation. You will be focused on root cause analysis, quantifying risk and ensuring compliance with the GS Vulnerable Adult Investigations Procedure, then communicating those findings to management in a fashion that prompts them to initiate systems, process, and procedural change to address the identified areas of concern. Job responsibilities: Manages the investigation process with a focus on gathering evidence for elder/ vulnerable adult investigations while ensuring compliance with regulatory requirements as well as internal policies and procedures. Ensuring team compliance and collaboration with referrals to applicable Adult Protective Service (APS) agencies and/or state regulators. Works closely with Risk and other key Line of Business (LOB) personnel to analyze controls based on investigation findings and recommend enhancements/remediation when deficiencies or opportunities are identified.. Works closely with Americans with Disabilities Act (ADA) Compliance, ADA Works effectively with JPMC's technology support teams to discover how frauds occur through a deep understanding of JPMC systems and the processes that support them. Maintains strong liaison and working relationships with all federal, state and local law enforcement and regulatory agencies, including international enforcement agencies. Ensures to incorporate feedback from Investigators to identify credible, actionable intelligence. Required qualifications, capabilities, and skills: Bachelor's degree in Criminal Justice, Business, related field or work experience 10+ years of experience in financial fraud investigations or related law enforcement Advanced understanding of fraud and risk, working with internal management, and acting as a liaison with the law enforcement community at the local, state, federal, and international levels Ability to manage staff and/or work remotely as the business model has the team spread across diverse geographies Ability to coordinate, work with and gain the trust of business stakeholders, technical resources, and third-party vendors Able to articulate sophisticated fact patterns to non-technical line of business risk partners and memorialize investigations into regular reporting requirements Excellent written and verbal communication skills are required Preferred qualifications, capabilities, and skills: JD or MBA Industry recognized certifications such as CFE, PCI, etc. are preferred Court room testimony experience JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law. Equal Opportunity Employer/Disability/Veterans

Job Level: Vice President Job Function: Change Management Employment Type: Full Time SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $126,000.00 and $175,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Role Description Manage end-to-end delivery for large-scale transformation program or portfolio of programs. Engage stakeholders across multiple business divisions to ensure alignment and participation and agree on target end state and ownership. Monitor delivery throughout the life of the transformation effort and assess outcomes to ensure completeness and sustainability. Role Objectives: Delivery Manage end-to-end delivery against large-scale transformation program or portfolio of programs. Define program stakeholders, scope, timing, resource requirements and deliverables. Engage stakeholders across multiple business divisions to ensure alignment and participation and agree on target end state and ownership. Create central transformation office and assign clear roles and responsibilities to establish ownership of programs and deliverables. Implement standardized templates and communication channels to drive transparency and consistency across work-streams. Identify and mobilize subject-matter experts throughout the organization to contribute as required. Monitor delivery throughout the life of the transformation effort and assess outcomes to ensure completeness and sustainability. Modify program plan and/or timelines as necessary in coordination with business stakeholders. Role Objectives: Interpersonal Form strong partnerships with business stakeholders across the enterprise to agree and refine program scope, timelines and target deliverables. Promote coordination between program work-streams to ensure alignment and awareness of over-arching program objectives. Partner with impacted product and process owners to inform program delivery and objectives. Share expected outcomes and impact assessments to encourage buy-in on target end state. Cultivate and maintain internal network of subject matter experts to advise on questions and contribute to program delivery as required. Align with transformation teams in other regions or disciplines to share best practice and collaborate on cross-divisional or cross-regional initiatives as appropriate. Role Objectives: Expertise Demonstrate a strong awareness of business stakeholder requirements and organizational context through delivery of complete, timely and sustainable transformation outcomes. Leverage excellent organizational skills to establish and manage well-structured transformation teams with clear roles and responsibilities. Employ communication skills to articulate a clear vision of transformation deliverables and encourage buy-in across all stakeholder groups, including business leadership, process owners and infrastructure partners. Continuously solicit feedback and insights from stakeholders and subject-matter experts to inform improvements to program plans. Engage Six Sigma, lean and/or agile techniques as appropriate. Qualifications and Skills Recommended years of experience: 7 Additional Requirements SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com. Nearest Major Market: New York City

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $126,000.00 and $175,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** Manage end-to-end delivery for large-scale transformation program or portfolio of programs. Engage stakeholders across multiple business divisions to ensure alignment and participation and agree on target end state and ownership. Monitor delivery throughout the life of the transformation effort and assess outcomes to ensure completeness and sustainability. **Role Objectives: Delivery** Manage end-to-end delivery against large-scale transformation program or portfolio of programs. Define program stakeholders, scope, timing, resource requirements and deliverables. Engage stakeholders across multiple business divisions to ensure alignment and participation and agree on target end state and ownership. Create central transformation office and assign clear roles and responsibilities to establish ownership of programs and deliverables. Implement standardized templates and communication channels to drive transparency and consistency across work-streams. Identify and mobilize subject-matter experts throughout the organization to contribute as required. Monitor delivery throughout the life of the transformation effort and assess outcomes to ensure completeness and sustainability. Modify program plan and/or timelines as necessary in coordination with business stakeholders. **Role Objectives: Interpersonal** Form strong partnerships with business stakeholders across the enterprise to agree and refine program scope, timelines and target deliverables. Promote coordination between program work-streams to ensure alignment and awareness of over-arching program objectives. Partner with impacted product and process owners to inform program delivery and objectives. Share expected outcomes and impact assessments to encourage buy-in on target end state. Cultivate and maintain internal network of subject matter experts to advise on questions and contribute to program delivery as required. Align with transformation teams in other regions or disciplines to share best practice and collaborate on cross-divisional or cross-regional initiatives as appropriate. **Role Objectives: Expertise** Demonstrate a strong awareness of business stakeholder requirements and organizational context through delivery of complete, timely and sustainable transformation outcomes. Leverage excellent organizational skills to establish and manage well-structured transformation teams with clear roles and responsibilities. Employ communication skills to articulate a clear vision of transformation deliverables and encourage buy-in across all stakeholder groups, including business leadership, process owners and infrastructure partners. Continuously solicit feedback and insights from stakeholders and subject-matter experts to inform improvements to program plans. Engage Six Sigma, lean and/or agile techniques as appropriate. **Qualifications and Skills** Recommended years of experience: 7 **Additional Requirements** SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com. EOE, including Disability/veterans

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: We are currently looking to hire a VP, Fiduciary Tax Manager within The Private Trust Company to oversee all fiduciary and tax reporting responsibilities. This senior leader will manage trust tax return preparation, third-party tax reporting, vendor oversight and serve as subject matter expert on fiduciary tax and IRA administration. The role combines technical depth with leadership, requiring strong oversight, collaboration and communication with advisors, beneficiaries, vendors and internal stakeholders while ensuring compliance with fiduciary standards. Responsibilities: Trust & Fiduciary Tax Oversight * Manage PTC's fiduciary tax return preparation (as trustee and taxpayer), including Forms 1041, 1099 and K-1 * Oversee third-party tax reporting to clients and beneficiaries, as well as federal and state withholding and other regulatory reporting * Monitor tax law developments affecting trusts and IRAs and recommend process adjustments (without providing individualized tax advice) * Ensure timely and accurate completion of all fiduciary tax filings, elections and regulatory submissions Vendor & Process Management * Manage the bank's third-party tax compliance vendor, including performance monitoring, service-level adherence, contract renewals and RFP processes * Lead process improvements, technology integrations and controls to strengthen accuracy, efficiency and compliance Subject Matter Expertise * Serve as fiduciary tax SME for PTC front office, advisors and external stakeholders, ensuring questions are addressed with clarity and within scope of fiduciary administration * Provide education and training to trust officers and staff regarding fiduciary income tax principles, IRA rules and tax reporting practices * Support estate settlement teams in managing estate tax obligations IRA Administration & Consulting * Serve as SME on trusteed IRAs administered by PTC and IRAs owned by PTC as trustee and partner with front office to ensure proper administration of IRAs * Develop internal best practices and training materials for IRA administration Qualifications: * 10+ years of progressive fiduciary tax, trust administration or estate tax experience, with at least 5 years in a leadership role * Knowledge of fiduciary income taxation, estate taxation and IRA administration * Familiarity with OCC regulations, trust company operations and vendor oversight * Communication skills to liaise effectively with financial advisors, beneficiaries and other stakeholders * Organizational, analytical and leadership abilities Preferences: * Juris Doctor (JD) and Master of Laws (LL.M.) in Taxation preferred Pay Range: $120,819-$201,365/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit ************ At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? * Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! * Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! * Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! * Impactful Work: Our size is just right for you to make a real impact. Learn more here! * Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! * Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! * Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************. EAC12.9.25

Exempt: - Full-Time, Employee is expected to complete a minimum of 40 hours for the work week with flexible working hours as long as deadlines are met as expected. Location: - Hybrid, Employee may work remotely at home as long as duties and responsibilities are met. Reporting to the Alpharetta, GA office and able to work out of this location. Reports to: Chief Credit Officer Position Summary The Senior Credit Analyst is a critical contributor to United Trust Bank's commercial credit and risk-governance framework. This role supports safe, sound, and profitable loan growth across UTB's expanding geographic footprint by delivering high-quality credit analysis, consistent risk ratings, and adherence to the Bank's Policies and OCC regulatory expectations. The Senior Credit Analyst partners closely with Relationship Managers (Lenders), Other Credit Officers, and Executive Leadership to structure, underwrite, and monitor commercial credit relationships within UTB's risk appetite. This role supports UTB's strategic initiatives, including scaling the Commercial Lending Division, creating a private-banking relationship model, growing participation (sale) lending for larger relationships, and the bank's long-term vision for AI-assisted underwriting. Essential Duties & Responsibilities 1. Regulatory-Compliant Underwriting & Credit Analysis Perform comprehensive credit analysis for C&I, CRE, SBA, ABL, and other specialized lending products. Spread and interpret financial statements, tax returns, global cash flow, guarantor liquidity, DSCR, leverage metrics, and collateral coverage. Understand “the why” behind the trends, no elevator analysis. Consider creating a “list of questions to the borrower” as you spread the financial information and use this information in your analysis. Become proficient in Sageworks software Create clear and concise charts to explain historical cash flows Apply Bank's Policy expectations: repayment capacity, collateral valuation, stress testing, sensitivity analysis, and loan structure. Properly identify any exceptions to Policy, and work with Relations Managers to restructure the loan request so that they conform to Policy or determine mitigation strategies to justify the exception to Policy. Prepare credit approval packages consistent with UTB's Credit Risk Policy and Risk-Rating Guidance. Understanding how to complete the Bank's Loan Approval Forms in a consistent format and professional manner, with Microsoft Word and Excel Attention to details is critical to this position Proofreading work before submission for review & approval Verifying borrower Entity and collateral details with Secretary of State, Real Estate Tax Assessors websites, Loopnet.com, Zillow.com, Realtor.com, linked In.com and other industry online searches, as necessary. This includes negative news searches. Be resourceful to find solutions to your questions. Selecting the correct Property, Call Report , CRA Tracking, and NAICS codes is essential to this Job function Validate repayment capacity consistent with the Bank's safety and soundness standards. 2. Portfolio Monitoring, Risk Rating, & Early Warning Monitor borrower performance, covenant compliance, collateral positions, inspections, and reporting. Update spreads and risk ratings consistent with Bank's Policy. Identify emerging risks and recommend mitigation strategies. Support watch-list management, stress testing, and concentration-risk reviews. Follow industry and economic news to identify potential early warning risks in the portfolio. 3. Risk-Governance & Policy Adherence Apply Reg H, Reg O, HVCRE rules, and Legal Lending Limits. Bank's LTV guidelines Understanding how Total Credit Exposure (TCE) is calculated to ensure compliance with Legal Lending Limits Ensure valuation compliance with Interagency Appraisal & Evaluation Guidelines, and Bank's Policy. Review documentation consistent with regulatory loan documentation expectations. Carefully review all existing portfolio loan documentation and make no assumptions as mistakes are known to happen and need to be identified and resolved Maintain Exception Tracking System and updates accordingly. This is currently being housed in Sageworks. Assist in the collection of stale borrower financial information Monitor Loan Covenants, report violations, and recommend strategies to repair violations Staying current on economic trends, industry risk indicators, and regulatory bulletins. Support enhancements to UTB credit policies, procedures, and AI-readiness workflows. Adherence to ALL OTHER Bank's policies and procedures. 4. Strategic Collaboration & Deal Structure Understanding Partner with Relationship Managers to structure safe, sound, customer-focused credit solutions. Identify all exceptions to Bank Policy Participate in due-diligence visits, borrower meetings, and industry research as much as possible. Evaluate and re-underwrite participation-lending opportunities for safety, soundness, and portfolio fit. Support consistent credit culture across UTB's expanding LPO network. Support the Bank's efforts to create a culture of “private banking high touch and feel” for its clients 5. Reporting, Governance, Authority & Audit Support Prepare portfolio trend analyses and concentration reports for senior management and the Board. Assist with internal and external loan reviews and OCC examinations. Track and resolve exceptions according to UTB policy and regulatory expectations. No independent lending authority, unless approved by the Board of Directors. No authority to approve policy exceptions. Maintain accurate, audit-ready files and documentation. This includes consistently saving files in the Bank's desired naming convention for improved efficiency in the Loan Department Understand the Bank's file servers and file trees. Help suggest ways to improve its file structures, so that we scale the bank with new Lending Staff that can easily navigate the systems to find the necessary files to complete their jobs. Maintain strict confidentiality regarding borrower information, proprietary bank data, and credit decisions. Avoid conflicts of interest and comply with the bank's Code of Ethics. Report any irregularities, misrepresentations, red flags, or compliance concerns to the BSA Officer, or Senior Management. Core Competencies Sound Credit Judgment - Demonstrates ability to assess risk vs. reward in line with UTB's risk appetite. Regulatory Awareness - Understands OCC credit standards, safety-and-soundness principles, and emerging banking risks. Technical Proficiency - Ability to leverage Sageworks, Excel modeling, AI tools, and industry platforms. Professional Skepticism - Challenges assumptions, borrower narratives, and incomplete information. Communication Excellence - Produces regulator-ready credit memos and communicates clearly with lenders. Portfolio Stewardship - Thinks like a risk manager, not a loan processor. Preferred Skills & Competencies Exceptional credit-writing and analytical skills, with meticulous attention to detail. Strong risk discipline and ability to challenge assumptions. Ability to manage multiple priorities in a fast-paced environment. Ability to mentor junior analysts and support UTB's credit-platform scaling. Familiarity with emerging AI-driven credit-analysis tools. Proficient in various software programs such Sageworks, Microsoft Office Products (Word, Excel, Outlook, Teams, etc.), Sharefile.com, and any other platforms necessary to complete essential duties & responsibilities. Physical & Work Environment Requirements Ability to review large volumes of financial documents for extended periods. Occasional travel for site visits, inspections, and borrower meetings. Ability to work in a fast-paced, deadline-driven environment. Ability to focus and pay attention to details over extended periods of time. Performance Metrics Accuracy of risk ratings. No risk rating downgrades by any third-party reviewer. Timeliness and quality of underwriting. Identifying Exceptions to Policy. Financial Exception resolution performance. Portfolio performance within UTB Board-approved risk limits. Completing Annual Reviews Timely Quality of monitoring and early-warning identification. Examination readiness and audit outcomes. Handling of Special Assigned Projects Timely completion of bank's required annual continuing education classes assigned by bank Management. Monday - Friday 40 plus

Job Description The Treasury Management RM Manager - Vice President leads a team of Business Relationship Officers focused on expanding and deepening treasury management relationships across the bank's business banking customers. A primary responsibility of this role is growing deposits through purposeful client engagement and the delivery of high‑value solutions. This individual will drive strategic client engagement initiatives and collaborate closely with lending and product teams to deliver innovative, value-driven solutions. The role is ideal for a seasoned leader with a proven track record in business development, client engagement, and cross-functional collaboration. Essential Functions: Manage and grow a portfolio of Treasury Management clients, ensuring high levels of satisfaction and retention by leading the Treasury Management Business Relationship Officer team, setting performance expectations and coaching for success. Define and implement a structured sales program with consistent product offerings and timelines tailored to market segments. Develop strong relationships with top-tier lending and non-lending customers. Define frequency of interactions, key stakeholders, and conversation topics (e.g., relationship reviews, product efficiency opportunities, fraud prevention). Serve as liaison between Commercial Lending Officers and Product Management across all regions. Develop and execute comprehensive penetration strategies for Treasury Management products. Address gaps and promote digital payment solutions to maximize efficiencies. Collaborate with the Deposit Strategy Officer - VP to establish deposit growth targets for both lending and non-lending relationships. Identify and pursue new customer prospects, including industry-specific targets. Partner with UBT's marketing team to promote product value and showcase technological investments. Utilize account analysis software to develop pricing strategies and digital service incentives. Identify and assign non-business development activities to appropriate areas. Collaborate with the Customer Care Manager to streamline onboarding processes. Evaluate team workload and recommend staffing levels for relationship managers. Define core product knowledge expectations for Business Relationship Officers. Deliver interactive product demonstrations and lead new hire training programs. Develop a working knowledge of Treasury Management-related income and expense drivers. Ensure direct reports are trained and comply with bank policy, laws, and regulations applicable to their roles. Monitor their adherence to internal controls and take action to address employee performance issues. Understand and adheres to all bank policies, laws, and regulations applicable to their role. Complete compliance training. Follow internal processes and controls as required. Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies. Regular and reliable attendance is an essential function of this position. Perform other job-related duties or special projects as assigned. Qualifications: Bachelor's degree in business administration, finance, or related field. Certified Treasury Professional (CTP) preferred. Preferred minimum of seven years' Treasury Management or commercial banking experience. Strong understanding of commercial banking products, payment systems, and digital treasury solutions. Proven experience managing and developing high-performing business development teams. Demonstrated ability to use data to drive strategic decisions and performance metrics. Proficient in Microsoft Office Products and Treasury platforms. Valid Nebraska driver's license. Preferred Talents: Strong leadership and team building skills Strategic thinker with a results-oriented mindset Strong interpersonal and communication skills Analytical and tech-savvy Customer-centric. Independent with good judgment Self-directed and takes initiative Working Environment: Indoor work - occasional exposure to outdoor elements or hazards. Occasional lifting and or carrying up to 25 lbs. Some travel required. This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding. PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.

Make an impact: The City of Salem is seeking a Mayor and City Council Support who will play a critical role in the effective functioning of the City. This position provides essential administrative and operational support to the volunteer Mayor and eight City Councilors, ensuring the smooth and efficient operation of City government. In this role, you will make a direct impact by enabling strong leadership, supporting critical decision-making, and driving positive outcomes for the community. Learn and grow: The City Manager's Office values employees and their professional development. The department offers opportunities to attend conferences, as well as supporting ongoing education and certifications. What you will do: This role provides critical support to the Mayor and City Council by coordinating schedules, facilitating effective communication, and ensuring timely responses to constituents. This position will also offer administrative support to the City Manager's Office, contributing to the smooth and efficient operation of City government. Success in this position requires strong organizational skills, attention to detail, professional communication, and a thorough understanding of City operations. Additionally, this role serves as the primary backup for the Council, Constituent, and Intergovernmental Relations Manager, ensuring continuity and comprehensive support across key functions. Additional information on job responsibilities: * Manage and coordinate appointments and meetings for the Mayor and City Council, ensuring a quorum of elected officials is not present without proper public notice. * Draft proclamations for City Council meetings, ensuring accuracy, adherence to City protocols, and coordination with constituents receiving the honor. * Prepare speaking points for the Mayor and City Council to support effective communication during public engagements and meetings, in consultation with subject matter experts and the City's Communications Team (CommTeam). * Provide general administrative support to the City Manager's Office, including document preparation, correspondence, and record-keeping. * Assist with budget preparation and financial document management for the City Manager's Office, ensuring accuracy and timely submission. * Track City Council motions and ensure they are properly documented and communicated to relevant stakeholders. * Monitor topics for City Council consideration, including upcoming Work Sessions, and coordinate informational updates and summaries from subject matter experts as needed. * Serve as backup liaison for Council inquiries, managing the inquiry process to ensure consistent and accurate information dissemination to Council members and constituents. * Provide high-level support for constituent and Council information requests, handling complex inquiries with professionalism and efficiency. * Act as backup to facilitate pre-Council meeting communications, preparing Council members for discussions and providing responses to their questions. What can we offer you for all your hard work? * Medical, dental, and vision coverage for you and your family. * Paid vacation and sick time in accordance with City policies. * Competitive pay. * Employer-paid PERS contribution of 6%. * Opportunity for voluntary pre-tax contributions to a 457b account. * Health care and dependent care flexible spending accounts. * Voluntary long-term care. * Employee wellness program. * Employee assistance program. * Employee health clinic. * Position schedule is Monday through Friday between the hours of 8:00 a.m. to 5:00 p.m. * Our team follows a hybrid work structure where employees can work remotely or from the office (440 Church Street, SE), as needed, based on demands of specific tasks and manager approval. This is subject to change based on business needs. * The City of Salem offers a comprehensive and equitable base salary within the listed range based on your experience, skills, and education. We encourage you to clearly describe how you meet the minimum qualifications and essential attributes in your application materials. Learn more about Equal Pay. What are the minimum qualifications: * Must pass the pre-employment background check. * Must have reliable transportation (e.g., carpool, rideshare, public transit, waling biking) to report to and from work sites, events, trainings, and meetings. * Bachelor's degree from an accredited college or university in business or public administration, engineering, environmental services, planning, or in a related field, and four years of experience in a related field, or any combination of education, experience and training that demonstrate possession of the knowledge, skills, and abilities as listed, and ability to perform the essential job functions. * Depending on the area of assignment, certifications or licenses may be required or preferred (and maintained throughout employment). * Hiring managers do not have access to view resumes as part of the application review process, please make sure to give detailed information in your application that includes your experience, knowledge, skills, and abilities as requested in the supplemental questions and job advertisement. Preferred Qualifications (Not required to apply): * Experience supporting elected officials or working in a public-sector environment (city, county, or government agency) preferred. What you will bring along: * Experience in council and constituent relations and public administration within a public sector or local government setting; * Experience in establishing and maintaining effective working relationships with elected officials, community members, and various stakeholders; * Experience in providing administrative support, handling day-to-day office operations, correspondence, and executive assistance efficiently; * Experience in using scheduling and document management tools to organize meetings, track tasks, and maintain accurate records; * Experience with budget management software or financial tracking systems to assist in budget monitoring, expense tracking, and financial reporting; * Knowledge of office software, including Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and Google Workspace (Docs, Sheets, Slides, Gmail, Calendar), to streamline workflow and enhance productivity; * Experience in managing multiple priorities and deadlines, demonstrating a high level of organizational skills and attention to detail; * Experience in verbal and written communication, with the ability to convey complex information clearly and effectively to diverse audiences. About us: Salem is the second largest city in Oregon and the capital city. Centrally located in the Willamette Valley, Salem is 49 square miles in size and extends acrossto counties, Marion and Polk. The community has well-established neighborhoods and carefully preserved historic buildings with wide diversity and a family-friendly ambiance. The city is home to nearly 180,000 residents. For a full community profile detailing demographics and housing statistics, visit the City of Salem website. The City of Salem organization has eight primary departments: Community Services, Finance, Fire, Enterprise Services, Legal, Police, Public Works, and Community Planning and Development. Several departments also have functional divisions within their department. The City of Salem employs roughly 1,350 talented and dedicated staff members and works collaboratively with five labor unions. Where can I find out more about the position? Go to the menu option for Class Specifications and search for Program Manager, I. How can I apply? The City of Salem invites individuals of all diverse communities and backgrounds to apply for our available job opportunities as we strive to provide the best service to everyone. The City of Salem is committed to providing equal employment opportunities to all and has a culture that values diversity, equity, and inclusion. We believe that by welcoming differences, encouraging new ideas and views, listening to, and learning from each other, we are better able to serve the community. To apply, click on the green "Apply" button to complete your application. Make sure that you specify how you meet the qualifications outlined in the class specification and complete the application. Applicants that meet the minimum qualifications as outlined above but not selected for this position may be placed on an eligibility list, and candidates may be hired from the list. Eligibility lists are valid for six months. The City will send email notifications to eligible candidates about potential hiring opportunities so please ensure your email settings accept our system generated email notifications. You may subscribe for automatic notification of job openings at the City through the Job Interest Cards - sign up today! For more information about employment at the City of Salem, please visit our website at************************* This announcement is not an implied contract and may be modified or revoked without notice.

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: Report and monitor positions against market risk metrics and limits. Liaise closely with trading desks to understand market trends in relation to portfolio changes. Review and challenge risks related to new products, structured transactions and business strategies. Assist in ad-hoc risk related queries and projects; specific risk analysis, reports and analysis for regulators. Provide quantitative analysis to provide explanation and issue root cause analysis in the rollout of large Markets business-wide initiatives that provide new functionality to market risk in terms of modelling capability. Understand the interplay between front office pricing models and the market risk models, and work with risk managers, FLU technology, FLU or risk Quantitative modelers as appropriate to explain and/or fix issues in the new infrastructure. Identify issues in both historical market data, security reference data, and front office pricing. Maintain and analyze market risk models, with an emphasis on VaR and Stress Testing models. Remote work may be permitted within a commutable distance from the worksite. Required Skills & Experience: Bachelor's degree or equivalent in Statistics, Mathematics, Computer Science, Engineering (any) 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: Utilizing knowledge of financial products, market structure, equity or fixed income asset classes, Value at Risk (VaR) models, Stress Testing models, and their use in the market risk management area to document the key drivers of the risk model output; Utilizing computer programming programs, including, VBA, SQL, Python, and front office pricing libraries to implement risk models to automate risk model analysis; Leveraging data analytics and visualization tools to build easy access analytical capabilities and insightful reporting for the management and; Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python and SQL. If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number. EMPLOYER: Bank of America N.A. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$160,000.00 - $170,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

The mission of the Global Security (GS) team is the protection of the firm's people and assets, ensuring the safety and soundness of JPMorgan Chase's business operations throughout the world. GS works to minimize disruption and threats that undermine our businesses' ability to serve our customers by staying in front of external and internal risks, screening all new employees, protecting our franchises when needed with thorough investigations, ensuring the safety of business travelers, and working to keep our businesses open during extraordinary situations from weather disruptions to local protests. As a manager on the GS Vulnerable Adult Investigations team, the incumbent will supervise and direct the activities of a team of investigators and perform investigations of elder/ vulnerable adult financial exploitation. You will be focused on root cause analysis, quantifying risk and ensuring compliance with the GS Vulnerable Adult Investigations Procedure, then communicating those findings to management in a fashion that prompts them to initiate systems, process, and procedural change to address the identified areas of concern. Job responsibilities: Manages the investigation process with a focus on gathering evidence for elder/ vulnerable adult investigations while ensuring compliance with regulatory requirements as well as internal policies and procedures. Ensuring team compliance and collaboration with referrals to applicable Adult Protective Service (APS) agencies and/or state regulators. Works closely with Risk and other key Line of Business (LOB) personnel to analyze controls based on investigation findings and recommend enhancements/remediation when deficiencies or opportunities are identified.. Works closely with Americans with Disabilities Act (ADA) Compliance, ADA Works effectively with JPMC's technology support teams to discover how frauds occur through a deep understanding of JPMC systems and the processes that support them. Maintains strong liaison and working relationships with all federal, state and local law enforcement and regulatory agencies, including international enforcement agencies. Ensures to incorporate feedback from Investigators to identify credible, actionable intelligence. Required qualifications, capabilities, and skills: Bachelor's degree in Criminal Justice, Business, related field or work experience 10+ years of experience in financial fraud investigations or related law enforcement Advanced understanding of fraud and risk, working with internal management, and acting as a liaison with the law enforcement community at the local, state, federal, and international levels Ability to manage staff and/or work remotely as the business model has the team spread across diverse geographies Ability to coordinate, work with and gain the trust of business stakeholders, technical resources, and third-party vendors Able to articulate sophisticated fact patterns to non-technical line of business risk partners and memorialize investigations into regular reporting requirements Excellent written and verbal communication skills are required Preferred qualifications, capabilities, and skills: JD or MBA Industry recognized certifications such as CFE, PCI, etc. are preferred Court room testimony experience JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law. Equal Opportunity Employer/Disability/Veterans

Columbia CU is a full-service financial institution with $2.5 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions: Best of Clark County Award / The Columbian: 2008-2025 Best in Business Award / Vancouver Business Journal: 2013-2024 Corporate Philanthropy Award / Portland Business Journal: 2017-2025 Columbia CU Guiding Principles Vision: The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve. Mission: Bringing people together to make life better for themselves and their communities. Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want. Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams. Core Values People - We have a passion for helping each other and our members. Community - We have a passion for contributing to the success and growth of the communities we serve. Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve. Benefits 100% paid Medical, Dental, Vision for employee - eligible the 1st of the month following hire date Accrued PTO, Paid Sick Time, Accrued Extended Sick Time and 11 Paid Bank Holidays 401k Match- 100% match up to 6% employee contribution A hybrid or fully remote home office option can be considered in Vancouver, Washington or Portland, Oregon areas only AND only after all work from home requirements are met. Tuition Assistance And More! About The Role Responsible for Developing and maintaining larger and more complex commercial loan and deposit relationships. Accountable for prospecting new businesses and working with vertical business groups to deepen member relationships. Engage business owners and “C” suite executives in dialogue to provide holistic banking productions and solutions to meet a variety of lending and deposit needs. RESPONSIBILITIES Identify, attract and secure new commercial relationships that will grow the credit union's Commercial & Industrial (C&I) portfolio. Achieve assigned production goals for loans, deposits and assigned fee income. Deliver results-oriented sales presentations to prospects and various organizations. Conduct regular outside sales and site visits, originate member business loans. Prepares and presents financial information and proposed structure for commercial loan to the pre-flight committee. Negotiates terms and conditions within assigned authority. Ensures timely and thorough monitoring of all credits through periodic reviews, continual analysis, and proper documentation. Possesses the ability to assist in remedy of deficiencies when appropriate. Conducts periodic interface with branch staff regarding Member Business Lending products and services. Responsible for meeting department, company and government-regulated audit and compliance requirements, including: Bank Secrecy Act, Regulation CC, Regulation E, HMDA reports, Reg. X disclosures, and Reg. Z financial data. This is achieved through audit reviews. Insures that all NCUA, DFI, credit union and loan policies and procedures are followed at all times. Completes all required annual or job specific training as assigned. Must have a thorough knowledge of credit union operating procedures, the ability to liaison between multiple credit union departments, be responsive to senior management requirements, and operate within prescribed budgetary limits. Responsible for attaining individual pre-established loan, deposit and cross selling goals through active calling on existing business members, referrals, centers of influence and branch staff. Performs other duties as assigned. REQUIREMENTS Minimum requirements include a degree in finance or related field, or an equivalent combination of education and experience 5 years commercial lending experience with strong credit and analytical skills. It is highly preferred that this experience be in the Portland metro and surrounding areas. Must possess a thorough knowledge and extensive experience in Commercial Lending, including lines of credit, term loans, and business real estate lending. Knowledge and experience in SBA 7a and 504 financing is desired. Maintains a thorough knowledge of all applicable state and federal regulations and board policies. Must possess a thorough knowledge of Business Lending services and products as typically used by business members. Must recognize and encourage the importance of staff and department functioning within the larger scope of company-wide policies, products and data processing procedures. Must be professional, alert, and honest with an outgoing, positive approach to member service. Must be able to handle a large volume of detail while organizing the work of others. COMPENSATION $130,000-$160,000/ year + DOE Equal Opportunity Employer/AA Must be 18 or older to apply

Title Documentation & Funding Manager - VP (Equipment Finance, Capital Markets) The Documentation & Funding Manager - VP-FF&L is responsible for managing operations of the Regional Direct business channel as it relates to documentation preparation, review and funding coordination. Pay Range: $126,048 - $132,714 - $143,016Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Provides oversight of the day -to-day operation and administration of Regional Direct business channel functions which include documentation preparation, documentation review, funding and general ledger reconciliation. Provide subject matter expertise, guidance and direction to SF employees within the department and outside of the department as it relates to other SF business channels including Vehicle Finance, Indirect Finance, Direct Finance, and Capital Markets. Works with other departments, team members and clients to assure a timely and efficient funding process. Ensure team workload is completed daily and clients are informed of progress. Serve as a direct liaison between Signature Bank Group Directors and Signature Financial Executive Sales Officers as it relates to transaction workflow and completion. Assist the VP, Director of Operations in the creation and enforcement of procedures specific to the regional direct business channel. Recommend potential improvements to current procedures. Assist junior staff with escalated issues, troubleshooting and expertise. Provide guidance and participate in the structuring of complex, and large transactions in accordance to industry practices, bank standards and departmental procedures. Review and negotiate modifications to documentation requested by clientele. Make decisions based on overall knowledge of industry as well as a keen understanding of the financial strengths and weakness of the client. Approve high level funding and Documentation exceptions and waivers, while maintaining consistency with internal policies and procedures. Perform quality control of transactions reviewed and or prepared by junior documentation specialists. Calculate Executive Sales Officer Incentive Credits (commission) and provide reporting to SF Executive Management as well as Signature Bank finance department. Uses independent judgement and discretion to make decisions. Analyzes and resolves problems. Responsible for talent management functions including: employment, performance evaluations, staff development/training, disciplinary actions, succession planning and ensuring all staff comply with compliance requirements. ADDITIONAL ACCOUNTABILITIES Performs special projects, and additional duties and responsibilities as required. Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations. JOB REQUIREMENTS Required Qualifications: Education level required: Undergraduate Degree (4 years or equivalent). Minimum experience required: 6+ Years prior banking and/or finance experience in a commercial lending environment required. Preferred Qualifications: Prior management experience. Job Competencies: Advanced knowledge of lease and loan documentation processing required, including proven knowledge of the complexities of documentation and risks inherent in the documentation process. Excellent verbal and written communication skills. Ability to communicate with management as well as Private Client Groups throughout the Bank. Proficiency with industry related software required; Proficiency in Microsoft Word and Excel required. Ability to make modifications to documents in order to maintain safety and soundness. Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results. Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience. Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders. Physical demands (ADA): No unusual physical exertion is involved. Flagstar is an Equal Opportunity Employer Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank Qualified applicants with arrest or conviction records will be considered for employment in accordance with the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, and the San Francisco Fair Chance Ordinance, as appliable.

Flex is building the AI-native private bank for business owners. We're re-architecting the entire financial system for entrepreneurs-from the first dollar a business earns to how that value compounds, moves, and is ultimately spent in real life. Banking, credit, payments, personal finance, and financial operations-rebuilt from the ground up as a single, intelligent system. Since launching publicly in September 2023, Flex has scaled from zero to nine-figure annualized revenue, with a clear path to profitability by late 2025. We move fast, ship relentlessly, and operate with extreme ownership. Our customers are affluent business owners ($3-$200M in revenue)-the backbone of the economy and one of the most underserved segments in finance. They're stuck with outdated banks and fragmented tools. We're replacing all of it. The opportunity is massive: a ~$1T+ revenue market hiding in plain sight. Our ambition is to build a $100B+ company by delivering a product that is fundamentally better-not incrementally improved. Flex has raised $100M+ in equity and $300M+ in debt. Why Join Flex: - Mission-critical problems: We build software that directly controls how money moves at scale.- High bar, low ego: Small teams, exceptional people, real ownership.- Speed over comfort: We prioritize execution, quality, clarity, and results.- Enduring impact: What we're building will define how a generation of owners runs their businesses. Team & Locations We hire exceptional people who want to build hard things and see their work matter immediately. Roles are available in: San Francisco, Miami, New York, and fully remote. Flex Fuels Ambition. 🕺 About the RoleCity Managers are the face of Flex in their geographic region or category. This is our first ever hire to own the business owner community. Your mission will be to have everyone in your city know what Flex is by hosting intentional events, curating the invite list, and fostering relationships that become champions of the brand. You'll report to the Head of Marketing and work closely with our creative and data teams to generate assets and ensure attribution of events and referrals. This is a highly relational, on-the-ground role: equal parts community builder, deal originator, and operator. You'll represent Flex to business owners in your city, ensuring Flex is top-of-mind as their financial partner.✅ What You'll Do Host and curate events: Plan and execute dinners, salons, and small-format gatherings that attract premium business owners. Foster 1:1 relationships: Build personal connections with attendees, becoming a trusted connector and resource in the community. Own referral flywheels: Encourage and track peer-to-peer referrals, ensuring the right attribution back to your channel. Leverage CRM rigorously: Log every relationship, event touchpoint, and referral in CRM; ensure accurate attribution and reporting. Follow up with intent: Send personalized notes, share relevant content, and schedule 1:1s to deepen engagement beyond the event. Performance reporting: Measure and communicate the ROI of your efforts (pipeline generated, conversion rates, referral multipliers, CAC payback). Collaborate cross-functionally: Partner with Flex's marketing, sales, and data teams to align messaging, share community insights, and optimize attribution strategies. Represent Flex authentically: Act as the local face of Flex - knowledgeable about our product, our mission, and the needs of business owners. ⚡️ What You Bring 2-5 years of experience in investing, business owner support, partnerships, or ecosystem/community-building roles. Proven ability to host and lead high-value events that drive meaningful relationships. Existing networking and relationship-building skills with business owners. Experience working with CRM tools (e.g., HubSpot, Salesforce, Affinity) and applying attribution strategies. Data-driven mindset: you're comfortable tying community activity to business outcomes. Excellent written and verbal communication; you can confidently represent Flex in front of business owners and investors. Entrepreneurial and scrappy - you thrive in ambiguity, love being on the ground, and can spin up a dinner, follow up with guests, and report results all in the same week. Bonus: Prior experience as a founder, operator, or in a SMB community role. Why Join Us Flex is growing quickly - you'll help shape the direction of a product and company with real momentum.We're well-capitalized with strong backing and a clear long-term vision.You'll work with a sharp, driven team that values autonomy, clarity, and quality.Join ambitious builders who care deeply about winning together - and having fun while doing it.Annual team on-sites. From Bogota to Mexico City, the entire Flex team gets together once a year to align and build camaraderie.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Velocity Black, a Capital One company, harnesses the power of technology, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts, our concierge team is available 24/7/365 via our proprietary app to support our customers and fulfill their requests. It's concierge, reimagined for the digital age. What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way. Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for. What You'll do: You will be responsible for the delivery of our promise to our members in San Francisco - 'localizing the core DNA of Velocity Black'. Leveraging the global reach, resources and brand of Velocity Black with granular local expertise and up to the minute knowledge of the best San Francisco has to offer in order to develop the local member community. Growing the community of high performance, HNW members in San Francisco Managing the P&L for your city, ensuring it is utilized with the highest ROI with regard to maximizing the relevant KPIs. Owning the Content & Engagement strategy for your city's member cohort. Overseeing the conceiving of and execution of regular member events at inspired locations in your city. You will work closely with our Membership, CRM, and Operations teams to ensure frictionless integration of city-level and corporate-level operations. You will be responsible for the upholding of our Velocity culture throughout your teams - focused around high performance and exceeding customer expectations. Our cultural pillars of Adaptability, Initiative, Yes First, Resilience and Ownership should be conspicuous in everything your team does. You will need to be extremely organized, and able to move seamlessly from assisting a team member with a challenging customer situation, to assessing priorities and progress from strategic altitude. Basic Qualifications: High School Diploma, GED, or Equivalent Certification At least 5 years experience in the hospitality industry in San Francisco, CA Preferred Qualifications: Strong relationship building skills, customer focus and ability to collaborate Strong interest and knowledge of the hospitality market and industry Ability to work quickly and efficiently under pressure At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $122,100 - $139,400 for Manager, Concierge Specialist Richmond, VA: $122,100 - $139,400 for Manager, Concierge Specialist Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $126,000.00 and $175,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Role Description Manage end-to-end delivery for large-scale transformation program or portfolio of programs. Engage stakeholders across multiple business divisions to ensure alignment and participation and agree on target end state and ownership. Monitor delivery throughout the life of the transformation effort and assess outcomes to ensure completeness and sustainability. Role Objectives: Delivery Manage end-to-end delivery against large-scale transformation program or portfolio of programs. Define program stakeholders, scope, timing, resource requirements and deliverables. Engage stakeholders across multiple business divisions to ensure alignment and participation and agree on target end state and ownership. Create central transformation office and assign clear roles and responsibilities to establish ownership of programs and deliverables. Implement standardized templates and communication channels to drive transparency and consistency across work-streams. Identify and mobilize subject-matter experts throughout the organization to contribute as required. Monitor delivery throughout the life of the transformation effort and assess outcomes to ensure completeness and sustainability. Modify program plan and/or timelines as necessary in coordination with business stakeholders. Role Objectives: Interpersonal Form strong partnerships with business stakeholders across the enterprise to agree and refine program scope, timelines and target deliverables. Promote coordination between program work-streams to ensure alignment and awareness of over-arching program objectives. Partner with impacted product and process owners to inform program delivery and objectives. Share expected outcomes and impact assessments to encourage buy-in on target end state. Cultivate and maintain internal network of subject matter experts to advise on questions and contribute to program delivery as required. Align with transformation teams in other regions or disciplines to share best practice and collaborate on cross-divisional or cross-regional initiatives as appropriate. Role Objectives: Expertise Demonstrate a strong awareness of business stakeholder requirements and organizational context through delivery of complete, timely and sustainable transformation outcomes. Leverage excellent organizational skills to establish and manage well-structured transformation teams with clear roles and responsibilities. Employ communication skills to articulate a clear vision of transformation deliverables and encourage buy-in across all stakeholder groups, including business leadership, process owners and infrastructure partners. Continuously solicit feedback and insights from stakeholders and subject-matter experts to inform improvements to program plans. Engage Six Sigma, lean and/or agile techniques as appropriate. Qualifications and Skills Recommended years of experience: 7 Additional Requirements SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.

We are currently looking to hire a VP, Fiduciary Tax Manager within The Private Trust Company to oversee all fiduciary and tax reporting responsibilities. This senior leader will manage trust tax return preparation, third-party tax reporting, vendor oversight and serve as subject matter expert on fiduciary tax and IRA administration. The role combines technical depth with leadership, requiring strong oversight, collaboration and communication with advisors, beneficiaries, vendors and internal stakeholders while ensuring compliance with fiduciary standards. Responsibilities: Trust & Fiduciary Tax Oversight Manage PTC's fiduciary tax return preparation (as trustee and taxpayer), including Forms 1041, 1099 and K-1 Oversee third-party tax reporting to clients and beneficiaries, as well as federal and state withholding and other regulatory reporting Monitor tax law developments affecting trusts and IRAs and recommend process adjustments (without providing individualized tax advice) Ensure timely and accurate completion of all fiduciary tax filings, elections and regulatory submissions Vendor & Process Management Manage the bank's third-party tax compliance vendor, including performance monitoring, service-level adherence, contract renewals and RFP processes Lead process improvements, technology integrations and controls to strengthen accuracy, efficiency and compliance Subject Matter Expertise Serve as fiduciary tax SME for PTC front office, advisors and external stakeholders, ensuring questions are addressed with clarity and within scope of fiduciary administration Provide education and training to trust officers and staff regarding fiduciary income tax principles, IRA rules and tax reporting practices Support estate settlement teams in managing estate tax obligations IRA Administration & Consulting Serve as SME on trusteed IRAs administered by PTC and IRAs owned by PTC as trustee and partner with front office to ensure proper administration of IRAs Develop internal best practices and training materials for IRA administration Qualifications: 10+ years of progressive fiduciary tax, trust administration or estate tax experience, with at least 5 years in a leadership role Knowledge of fiduciary income taxation, estate taxation and IRA administration Familiarity with OCC regulations, trust company operations and vendor oversight Communication skills to liaise effectively with financial advisors, beneficiaries and other stakeholders Organizational, analytical and leadership abilities Preferences: Juris Doctor (JD) and Master of Laws (LL.M.) in Taxation preferred Pay Range: $120,819-$201,365/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit ************ At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************. EAC12.9.25

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: * Report and monitor positions against market risk metrics and limits. * Liaise closely with trading desks to understand market trends in relation to portfolio changes. * Review and challenge risks related to new products, structured transactions and business strategies. * Assist in ad-hoc risk related queries and projects; specific risk analysis, reports and analysis for regulators. * Provide quantitative analysis to provide explanation and issue root cause analysis in the rollout of large Markets business-wide initiatives that provide new functionality to market risk in terms of modelling capability. * Understand the interplay between front office pricing models and the market risk models, and work with risk managers, FLU technology, FLU or risk Quantitative modelers as appropriate to explain and/or fix issues in the new infrastructure. * Identify issues in both historical market data, security reference data, and front office pricing. * Maintain and analyze market risk models, with an emphasis on VaR and Stress Testing models. * Remote work may be permitted within a commutable distance from the worksite. Required Skills & Experience: * Bachelor's degree or equivalent in Statistics, Mathematics, Computer Science, Engineering (any) 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: * Utilizing knowledge of financial products, market structure, equity or fixed income asset classes, Value at Risk (VaR) models, Stress Testing models, and their use in the market risk management area to document the key drivers of the risk model output; * Utilizing computer programming programs, including, VBA, SQL, Python, and front office pricing libraries to implement risk models to automate risk model analysis; * Leveraging data analytics and visualization tools to build easy access analytical capabilities and insightful reporting for the management and; * Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python and SQL. If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number. EMPLOYER: Bank of America N.A. Shift: 1st shift (United States of America) Hours Per Week: 40