**How you'll *create opportunities* in this role:*** Become part of the leadership of a team of tax and industry professionals to deliver tax compliance and consulting services, including mentoring the team to get to know and help their clients by developing a deep understanding of their businesses and delivering the firm's services to fully meet client's needs.* Lead and manage tax engagements for financial services clients, including banks, insurance companies, investment funds, and specialty finance entities.* Assume full responsibility for all services for clients in a book of business.* Review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees.* Review and approve work papers and tax returns prepared by staff.* Review and sign client deliverables.* Keep current on tax law changes.* Actively develop new business and expand services to existing clients.* Demonstrate commitment to the firm through a willingness to devote time to the practice.**What you will need:*** Bachelor's or master's in accounting, Taxation or related field* Current CPA licensure required. (JD or EA may be accepted in lieu of CPA).* 10+ years of public accounting experience in a tax role with a public accounting and/or professional services firm* Deep understanding of tax issues affecting banks, insurance companies, investment funds, and specialty finance entities.* Strong technical knowledge of ASC 740, partnership taxation, REITs, and financial instruments.Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. The compensation range for this position in Minnesota is**:** $145,000 - $350,00The compensation range for this position in Illinois is: $145,000 - $300,000#LI-CD1Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click to learn about your hiring rights.**Wellness at CLA**To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.To view a complete list of benefits click .CLA is currently seeking a **Financial Services** **Tax Principal or Signing Director** to join our **Minneapolis** or on of our other **Midwest** offices. The Principal/Signing Director contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership.**Start your inspired career** When you join CLA, you'll have the opportunity to design your own . Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It's not so much about climbing a ladder or acquiring new titles - it's the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.
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$70k-83k yearly est. 6d ago
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Managing Director - Accounting Advisory
Cross Country Consulting 4.0
Seattle, WA jobs
From the beginning, our goal was to establish an advisory firm that stands apart from the rest - one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today's challenges and deliver present and future value.
Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.
By joining our rapidly growing Accounting Advisory practice you will serve as a trusted partner to our clients. You'll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success. As a Managing Director at CrossCountry Consulting you will be responsible for a mix of client delivery, business development, leading teams and developing junior team members, as well as serving as a member of CrossCountry's leadership team.
Client Delivery
Assist with complex transactions, technical accounting standard and policy implementations, financial reporting, and operational accounting
Conduct IPO-readiness assessments and assist clients in preparation for a public offering (via Form S-1 or F-1)
Advise on complex accounting policy in all areas of US GAAP and/or IFRS, including consolidation (analyzing VIEs and identifying Primary Beneficiaries), derivatives, revenue recognition, lease accounting, business combinations, impairment, troubled debt structuring, bad debt and loan loss methodologies, foreign currency accounting, etc.
Transformation of finance and/or accounting functions including accounting and operational process improvements, integration support, target operating model decision, and RBA/Data Analytics
Responsible for account leadership and financial management of multiple accounts and sustained relationships with senior client executives
Practice Leadership
Oversee client accounts, projects, and engagements, including: work plans, staffing, timelines, fee negotiations and budgets throughout all lifecycle phases, to include strategy, goal-setting, deliverables, and maintaining an integrated project plan
Build and grow high-level relationships and networks with clients
Generates sustainable, repeatable revenue through new clients and growth at existing clients
Develop timely resolutions to issues, risks, and project team conflicts
Manage the full life cycle of proposals from development to deal closure
Develop delivery methodologies and new service offerings
Manage teams and people by tracking and directing performance against objectives, while encouraging continuous improvement and innovation
Act as role model, supervisor, coach, and mentor to team members
Responsible for ensuring staffing and recruiting needs in clients and market/industry
What You'll Bring
15+ years of related management consulting experience or a combination of consulting and industry experience
In depth knowledge of accounting standards (US GAAP and/or IFRS)
Consistent success in building and developing strong client relationships
Personal brand, executive presence, integrity, collaborative nature, poise and polish under pressure
Identify new growth and shared revenue opportunities, collaborating with sales leadership to originate new business, grow existing relationships and increase bookings
A passion for mentoring and leading teams while efficiently implementing new ideas and initiatives
Qualifications
Bachelor's degree in Accounting, Finance or related field
CPA or CA certification preferred
Willingness to travel up to 30% . Travel varies based on client preferences.
For applicants located in Seattle, WA, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $281,750-$402,500 per year + year-end bonus + additional benefits.
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Benefits Summary
The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: *********************************************************
CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.
As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.
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$281.8k-402.5k yearly 5d ago
Tech & VC PR SVP: Strategy, Growth & Leadership
Prosek Partners 3.7
San Francisco, CA jobs
A leading communications firm in San Francisco is seeking a Senior Vice President with extensive experience in public relations and strategic communications. This role involves acting as a trusted advisor to C-suite executives and creating integrated communications programs. The ideal candidate will have 12-20 years in PR within B2B tech or venture capital sectors. The position offers a competitive salary and a supportive team environment encouraging creative strategies.
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$174k-263k yearly est. 4d ago
Remote Site Activation Partner II (Australia)
Icon 4.8
Long Beach, CA jobs
A leading clinical research organization is seeking a Site Partner to coordinate site activations and build strong relationships with site teams. The ideal candidate will have solid experience in clinical trials, exceptional organizational skills, and the ability to manage multiple priorities effectively. This role offers an opportunity to contribute to the clinical research landscape and ensure timely and efficient site operations while working in a supportive environment.
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$67k-105k yearly est. 4d ago
Managing Director, Group Manager - Commercial (Emerging Middle Market)
Hispanic Alliance for Career Enhancement 4.0
San Francisco, CA jobs
Application Deadline
02/07/2026
Address
180 Montgomery St.
Job Family Group
Commercial Sales & Service
BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society.
We are seeking a top performing Managing Director, Group Manager for our Emerging Middle Market Group, leading Regional Managers and their teams of Relationship Managers. The ideal candidate has proven success generating new clients, calling on companies generating $10MM - $50MM in revenue, established relationships with customers, COIs, and key stakeholders.
Responsible for the overall growth in market share within the area of their responsibility (North Bay, East Bay, San Francisco, and South Bay) leveraging their existing network of clients and drive direct new client acquisition. In addition, the ideal candidate will actively recruit, develop, and coach the team around managing critical emerging middle market relationships with the primary focus of gaining market share and driving top overall client satisfaction. In addition, ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.
The Managing Director, Group Manager is a critical member of the divisional leadership team. They will develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and support partners within the Commercial Bank across the various geographies. In addition, will be tasked with leveraging the bank and delivering the integrated BMO OneClient focus across all lines of business including Wealth, Retail, Business Banking, and Diversified Industries Group.
Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
Key Responsibilities
Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs.
Manages high-value client portfolios, driving cross-selling, retention, and profitability.
Drives efforts to identify new business opportunities, acquire clients, penetrate markets, and expand the client base by leveraging market insights, competitor analysis, and cross-selling initiatives.
Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
Advises in various committees and task forces, providing strategic insights and guidance to drive key initiatives.
Streamlines operational processes, identifying areas for improvement and implementing best practices.
Develops communication strategies to influence stakeholders and support organizational change.
Oversees resource allocation for the team, ensuring effective use of personnel and budgets to meet organizational goals, enhance team performance, and drive client satisfaction.
Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling.
Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs.
Identifies share of wallet opportunities.
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
Ensures alignment between values and behaviour that fosters diversity and inclusion.
Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
Attracts, retains, and enables the career development of top talent.
Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.
Influences how teams/groups work together.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.
Communicates abstract concepts in simple terms.
Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.
Anticipates trends and responds by implementing appropriate changes.
Broader work or accountabilities may be assigned as needed.
Qualifications
10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
Bachelor's degree required, Master's degree preferred, CPA certification preferred; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
Seasoned expert with extensive industry knowledge.
Technical leader viewed as a thought leader for innovation.
Expert Level of Proficiency
Product Knowledge
Regulatory Compliance
Structuring Deals
Portfolio Management
Credit Risk Assessment
Project Management
Change Management
Customer Service
Stakeholder Management
Negotiation
Customer Relationship Building
Salary
$164,400.00 - $285,600.00
Pay Type
Salaried
The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters
BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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$164.4k-285.6k yearly 6d ago
Senior Vice President, San Francisco
Prosek Partners 3.7
San Francisco, CA jobs
Who is Prosek?
We are entrepreneurial. Prosek is one of the largest independent communications and marketing firms in the U.S., with offices and strategic partners across the country and worldwide. We are specialized. Prosek provides unparalleled expertise with financial and professional services companies. We are people‑centric. Our teams work together in a collegial atmosphere that breeds professional respect and friendship. We are award‑winning. Join an "Army of Entrepreneurs" that was recently named 2024 PR Week Best Place to Work.
Overview
We're currently seeking a Senior Vice President based in San Francisco/Bay Area with a deep knowledge of the tech and venture capital landscape to join our growing team. The Senior Vice President (SVP) plays a leadership role on their accounts and at the firm, with various responsibilities as listed below. They are expected to not only demonstrate the ability to run a large book of business and support firm operations, but also help chart and the strategic direction of the firm by closely liaise with the Managing Directors and Partners. Additionally, as a leader and ambassador for the firm, a Senior Vice President should mentor and inspire the junior team members and peers.
At Prosek, all members of our team are expected to be strong team players participating in brainstorms and creative strategy planning for clients and internal projects alike. Each member is encouraged to be entrepreneurial in their work, building their network with media and new business prospects and is considered the "writer of their own story" here at Prosek. We encourage "unboxed" thinking and expect clever, witty, quick ideas from each member of our company.
What you'll be doing
Act as a trusted advisor and senior client counsel to C‑suite level executives, demonstrating an expert understanding of the public relations craft and your client's business, business plan, industry and the competitive environment
Create and present multi‑dimensional, and fully integrated strategic communications programs and campaigns
Use your knowledge of the technology media landscape and your media contacts to secure effective and impactful media results for your clients
Craft compelling written materials including developing company narratives and other C‑suite level communications
Take a lead role in responding to crisis management situations and a strong problem‑solver
Drive forward the new business process by identifying prospects, attending new business meetings and managing all elements of an RFP
Oversee and guide account teams by fostering motivation, providing constructive feedback, and ensuring the delivery of high‑quality work
What makes you qualified
12‑20 years of experience in public relations and strategic communications
Experience working in a strategic communications agency setting
Experience working with clients in B2B tech and venture capital sectors
Strong interest in financial services, professional services, technology and/or B2B communications
Adept in Microsoft Suite (Outlook, Excel, PowerPoint)
You have an eye for detail, ensuring quality assurance for team/account deliverables
What are the perks
401(k) employer match: There is no time like the present to prepare for your future!
Premium healthcare plans, including medical, dental and vision coverage: Your health comes first.
Generous Paid Time Off (PTO) package including birthday PTO and 6 “It's Ok” days: Enjoy life's moments.
Custom career opportunities: Choose your own adventure!
Our Core Values
Chemistry, Collaboration and Belonging: Our collegial culture inspires people with different perspectives and backgrounds to work towards common goals as we brainstorm, plan and execute on behalf of our clients and to build our business together.
Grit and Hustle: We work hard. We roll up our sleeves. We are not precious or pretentious. We do not take short cuts. Instead, we put in the work and do what it takes to get the job done.
The Excitement of New Challenges: We view challenges as opportunities and embrace them. They motivate us to learn and grow so that we can be the best versions of ourselves, for our clients and each other.
A Workplace with Humanity: We recognize the rigor and demand of our work. We also recognize that life inside and outside of Prosek can be stressful. We work very hard to run our business with a heavy dose of humanity and to make Prosek a safe place where people enjoy the work and each other.
The anticipated salary range for this position is $175,000-$220,000. An employee's salary is determined by a range of factors including but not limited to relevant experience, qualifications, skills, seniority, geographic location, performance, and business or organizational needs. The range listed is one component of Prosek's total compensation package for employees. Other rewards may include medical, dental and vision coverage, 401(k) matching, new business commission, paid time off, and other benefits.
Prosek Partners provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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$175k-220k yearly 4d ago
Director, AI-Driven Finance Transformation for Asset Mgmt
Cross Country Consulting 4.0
Chicago, IL jobs
A leading consulting firm seeks a Director for their Financial Services Practice in Chicago. You will oversee asset management projects, lead client delivery, and drive business growth while managing teams. Ideal candidates have over 15 years in consulting, firm knowledge of asset management, and a willingness to work in a hybrid environment. This role offers a competitive salary range of $183,000 - $356,000 annually plus bonuses and attractive benefits.
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$183k-356k yearly 6d ago
Managing Director, Group Manager - Commercial (Emerging Middle Market)
Hispanic Alliance for Career Enhancement 4.0
Chicago, IL jobs
Application Deadline
02/05/2026
Address
320 S Canal Street
Job Family Group
Commercial Sales & Service
BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society.
Description
We are seeking a top performing Managing Director, Group Manager for our Emerging Middle Market Group, leading Regional Managers and their teams of Relationship Managers covering the Midwest region. The ideal candidate has 9+ years of proven success generating new clients, calling on companies generating $10MM - $50MM in revenue, established relationships with customers, COIs, and key stakeholders in these geographies. Responsible for the overall growth in market share within the area of their responsibility, leveraging their existing network of clients and drive direct new client acquisition. In addition, the ideal candidate will actively recruit, develop, and coach the team around managing critical emerging middle market relationships with the primary focus of gaining market share and driving top overall client satisfaction. In addition, ensures the required internal control standards, including adherence to audit, regulatory and compliance policies. The Managing Director, Group Manager is a critical member of the Midwest divisional leadership team. They will develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and support partners within the Commercial Bank across the various geographies. In addition, will be tasked with leveraging the bank and delivering the integrated BMO OneClient focus across all lines of business including Wealth, Retail, Business Banking, and Diversified Industries Group. Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
Responsibilities
Acts as an escalation point for complex client issues, using strategic problem‑solving to resolve conflicts and maintaining strong client relationships.
Leads the structuring of high‑value, complex deals, and credit approvals, ensuring alignment with client needs.
Manages high‑value client portfolios, driving cross‑selling, retention, and profitability.
Drives efforts to identify new business opportunities, acquire clients, penetrate markets, and expand the client base by leveraging market insights, competitor analysis, and cross‑selling initiatives.
Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision‑making.
Advises in various committees and task forces, providing strategic insights and guidance to drive key initiatives.
Streamlines operational processes, identifying areas for improvement and implementing best practices.
Develops communication strategies to influence stakeholders and support organizational change.
Oversees resource allocation for the team, ensuring effective use of personnel and budgets to meet organizational goals, enhance team performance, and drive client satisfaction.
Builds and maintains strong long‑term relationships with the bank's high‑value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Structures deals, secures credit approvals, negotiates high‑value transactions, and identifies opportunities for cross‑selling.
Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs.
Identifies share of wallet opportunities.
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
Ensures alignment between values and behaviour that fosters diversity and inclusion.
Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
Attracts, retains, and enables the career development of top talent.
Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
Acts as an escalation point for complex client issues, using strategic problem‑solving to resolve conflicts and maintaining strong client relationships.
Operates at a group/enterprise‑wide level and serves as a senior specialist resource across BMO.
Influences how teams/groups work together.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.
Communicates abstract concepts in simple terms.
Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.
Anticipates trends and responds by implementing appropriate changes.
Broader work or accountabilities may be assigned as needed.
Qualifications
10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
Bachelor's degree required, Master's degree preferred, CPA certification preferred; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
Seasoned expert with extensive industry knowledge.
Technical leader viewed as a thought leader for innovation.
Expert Level of Proficiency
Product Knowledge
Regulatory Compliance
Structuring Deals
Portfolio Management
Credit Risk Assessment
Project Management
Change Management
Customer Service
Stakeholder Management
Negotiation
Customer Relationship Building
People Management
People Management
Salary
$164,400.00 - $285,600.00
Pay Type
Salaried
The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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An innovative technology services company is seeking a Vice President - Advisory Partner in Chicago. This leadership role involves guiding client executives in industry-specific transformation using AI and data strategies. The ideal candidate will have significant experience in management consulting and a proven ability to influence senior stakeholders. Competitive compensation ranges from $160,000 to $200,000 annually.
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$160k-200k yearly 5d ago
Managing Director, Growth SaaS & Life Sciences MSP
Baker Tilly International 4.6
San Francisco, CA jobs
A leading advisory firm in San Francisco is seeking a Managing Director to lead its Growth SaaS and Life Sciences practice. The ideal candidate will have over 12 years of experience in finance or managed services, a strong understanding of SaaS metrics, and a proven ability to develop client relationships. This role offers the opportunity to drive strategic initiatives and build high-performing teams in a fast-paced environment.
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From the beginning, our goal was to establish an advisory firm that stands apart from the rest - one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today's challenges and deliver present and future value.
Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by reading here.
What You'll Lead
As a Partner, you will serve as a strategic advisor and transformation leader across our client portfolio, driving enterprise-wide change within the Office of the CFO. You will shape and deliver high-impact solutions that span finance strategy, process optimization, technology enablement, and organizational design.
Practice Leadership
Oversee client accounts, projects, and engagements, including work plans, staffing, timelines, fee negotiations, and budgets throughout all lifecycle phases, covering strategy, goal setting, deliverables, and maintaining an integrated project plan.
Lead business development efforts and market a full range of services to prospective clients, leveraging existing relationships to generate new opportunities.
Create delivery methodologies and new service offerings.
Manage teams and people by tracking and directing performance against objectives while encouraging continuous improvement and innovation.
Provide coaching, mentorship, and professional development opportunities for team members.
Actively participate in recruiting and retention efforts to attract and retain top talent.
Contribute thought leadership through case studies, white papers, and market-facing content.
Develop new service offerings and delivery methodologies to meet evolving client needs.
Business Development
Originate and expand client relationships through strategic networking and market presence.
Market a full range of services to prospective clients, leveraging existing relationships and sector expertise.
Support the business development team with delivery insights and industry-specific knowledge.
Foster a culture of growth and business development across the practice.
Represent CrossCountry as a thought leader through speaking engagements, publications, and industry forums.
Technical Delivery
Own the strategic direction and execution of multi-dimensional transformation initiatives across finance and accounting functions.
Collaborate directly with CFOs, Controllers, and C‑Suite stakeholders to deliver tailored solutions.
Lead teams that diagnose complex business challenges and architect future‑ready solutions across Lead‑to‑Cash, Quote‑to‑Cash, and Procure‑to‑Pay processes.
Design and implement scalable integration playbooks to support technology implementations and process improvement.
Facilitate executive workshops, define strategic roadmaps, and accelerate time‑to‑value through agile delivery models.
Leverage cutting‑edge finance technologies and data analytics to drive automation, insight, and performance.
Expand client relationships by delivering exceptional outcomes and identifying cross‑selling opportunities.
Inspire high‑performing teams, mentoring senior consultants and managers, and cultivating a culture of excellence and continuous growth.
Identify emerging market needs, contribute to strategic planning, and support investment decisions.
What You'll Bring
Consistent success in building and developing strong client relationships.
Proven experience in identifying new growth and shared revenue opportunities by collaborating with sales leadership to generate new business, expand existing relationships, and increase bookings.
A passion for mentoring and leading teams while efficiently implementing new ideas and initiatives.
15+ years of experience in professional services, with a proven track record of delivering transformation.
Deep expertise in finance transformation across strategy, process, technology, and organizational design.
Exceptional executive presence and emotional intelligence, with the ability to influence senior stakeholders.
Familiarity with agile delivery methodologies and design thinking principles.
Bachelor's degree in Finance, Business Administration, or related field; MBA, CPA, CFA, or CSM strongly preferred.
Big 4 or equivalent consulting background with a focus on CFO advisory or business transformation.
For applicants located in San Francisco, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $300,000 - $650,000 per year plus annual bonus plus additional benefits.
Benefits Summary
The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well‑being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: **********************************************************
Equal Employment Opportunity (EEO)
CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.
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From the beginning, our goal was to establish an advisory firm that stands apart from the rest - one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today's challenges and deliver present and future value.
Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here .
By joining our rapidly growing Business Transformation practice you will serve as a trusted partner to our premier clients. You'll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and drive value creation. As a Partner at CrossCountry Consulting, you will be responsible for a mix of client delivery, business development/account management, leading teams and developing junior team members, as well as serving as a member of CrossCountry's leadership team.
What You'll Lead:
As a Partner, you will serve as a strategic advisor and transformation leader across our client portfolio, driving enterprise-wide change within the Office of the CFO. You will shape and deliver high-impact solutions that span finance strategy, process optimization, technology enablement, and organizational design.
Oversee client accounts, projects, and engagements, including work plans, staffing, timelines, fee negotiations, and budgets throughout all lifecycle phases, covering strategy, goal setting, deliverables, and maintaining an integrated project plan.
Lead business development efforts and market a full range of services to prospective clients, leveraging existing relationships to generate new opportunities.
Create delivery methodologies and new service offerings.
Manage teams and people by tracking and directing performance against objectives while encouraging continuous improvement and innovation.
Provide coaching, mentorship, and professional development opportunities for team members.
Actively participate in recruiting and retention efforts to attract and retain top talent.
Contribute thought leadership through case studies, white papers, and market-facing content.
Develop new service offerings and delivery methodologies to meet evolving client needs.
Business Development:
Originate and expand client relationships through strategic networking and market presence.
Market a full range of services to prospective clients, leveraging existing relationships and sector expertise.
Support the business development team with delivery insights and industry-specific knowledge.
Foster a culture of growth and business development across the practice.
Represent CrossCountry as a thought leader through speaking engagements, publications, and industry forums.
Technical Delivery:
Own the strategic direction and execution of multi-dimensional transformation initiatives across finance and accounting functions.
Collaborate directly with CFOs, Controllers, and C-Suite stakeholders to deliver tailored solutions.
Lead teams that diagnose complex business challenges and architect future-ready solutions across Lead-to-Cash, Quote-to-Cash, and Procure-to-Pay processes.
Design and implement scalable integration playbooks to support technology implementations and process improvement.
Facilitate executive workshops, define strategic roadmaps, and accelerate time-to-value through agile delivery models.
Leverage cutting-edge finance technologies and data analytics to drive automation, insight, and performance.
Expand client relationships by delivering exceptional outcomes and identifying cross-selling opportunities.
Inspire high-performing teams, mentoring senior consultants and managers, and cultivating a culture of excellence and continuous growth.
Identify emerging market needs, contribute to strategic planning, and support investment decisions.
What You'll Bring
Consistent success in building and developing strong client relationships.
Proven experience in identifying new growth and shared revenue opportunities by collaborating with sales leadership to generate new business, expand existing relationships, and increase bookings.
A passion for mentoring and leading teams while efficiently implementing new ideas and initiatives.
15+ years of experience in professional services, with a proven track record of delivering transformation.
Deep expertise in finance transformation across strategy, process, technology, and organizational design.
Exceptional executive presence and emotional intelligence, with the ability to influence senior stakeholders.
Familiarity with agile delivery methodologies and design thinking principles.
Bachelor's degree in Finance, Business Administration, or related field; MBA, CPA, CFA, or CSM strongly preferred.
Big 4 or equivalent consulting background with a focus on CFO advisory or business transformation.
For applicants located in San Francisco, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $300,000 - $550,000 per year+ annual bonus + additional benefits.
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Benefits Summary
The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: **********************************************************
Equal Employment Opportunity (EEO)
CrossCountry provides equal employment opportunities (EEO) to all employeesand applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.
As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.
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$48k-101k yearly est. 3d ago
Managing Director, ChiForward
World Business Chicago 3.9
Chicago, IL jobs
World Business Chicago (WBC) drives inclusive economic development and job creation, supports business growth, and promotes Chicago as a leading global city. Our team collaborates with public, private, and civic leaders to advance Chicago's competitive strengths and expand economic opportunity across the region.
About ChiForward
Housed and backed by WBC-the city's public‑private economic development partnership supported by the Mayor's Office and Chicago's business community-ChiForward is a new initiative to turn Chicago into a top destination for financial investment by curating the city's most transformative projects and connecting them with investors who are motivated by resilient returns and Chicago's growth.
Position Summary
In coordination with the Vice Chair and the Senior Advisor, the Managing Director will serve as a chief architect and leader of ChiForward. The role will be responsible for helping shape the strategic vision, building the operating model, and leading execution. This is a senior role requiring exceptional strategic, diplomatic, and operational leadership. The Managing Director will represent Chicago's global investment strategy to high‑level domestic and international audiences and oversee a multidisciplinary team delivering on the initiative's objectives. This position reports to the Vice Chair and the President & CEO of World Business Chicago.
Key Responsibilities
Refine and articulate ChiForward's theory of the case, strategic priorities, and investor engagement process with measurable KPIs.
Lead overall strategy, operations, and growth of ChiForward, ensuring alignment with WBC's mission and integration across other WBC departments.
Build and manage relationships with a global investor network-ranging from institutional allocators, family offices, sovereign wealth funds, and other investors.
Design and execute domestic and international investor missions, events, and strategic engagements with clear ROI metrics.
Develop and manage cross‑sector partnerships ensuring stakeholder alignment, with government partners, business leaders, and civic stakeholders.
Own budget development, resource allocation, operational planning, performance tracking, staffing, and team performance to ensure operational excellence.
Serve as a primary public spokesperson and key representative of ChiForward.
Cultivate trust and maintain a strong, approachable leadership presence throughout the organization to encourage transparency and strategic alignment.
Attract, grow, and retain top talent through purposeful mentorship, targeted development initiatives, and robust performance management.
Lead by example with inclusive practices that inspire collaboration, empower individuals, and foster a culture of continuous growth and shared achievement.
Manage reporting and administrative functions to support smooth and effective daily operations of the ChiForward team.
Qualifications
12+ years in investing/finance, real estate, economic development, international affairs, or related fields.
Demonstrated success leading complex, high‑profile initiatives with measurable outcomes.
Strong U.S. and international network and credibility with senior decision‑makers across finance, business, and government.
Exceptional leadership, communications, and negotiation skills.
Experience managing budgets, operations, and multidisciplinary teams.
Familiarity with the Chicagoland area is preferred.
Salary Range & Benefits
Estimated salary range: $160,000 - $190,000
Medical, dental, 401(k), short‑and long‑term disability, vision, life insurance. WBC is an equal opportunity employer, and we are committed to creating an inclusive and accessible workplace. If you require accommodations during the application or interview process-or to perform the essential functions of this position-we encourage you to let us know. We will work with you to meet your needs in a respectful and confidential manner.
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$160k-190k yearly 4d ago
Site Activation Partner
Icon 4.8
Long Beach, CA jobs
Study Start Up Associate
ICON plc is a world-leading healthcare intelligence and clinical research organization. We're proud to foster an inclusive environment driving innovation and excellence, and we welcome you to join us on our mission to shape the future of clinical development.
We are currently seeking a Study Start Up Associate I to join our diverse and dynamic team. As a Study Start Up Associate I at ICON, you will play a pivotal role in facilitating the initiation of clinical trials, ensuring compliance with regulatory requirements, and contributing to the advancement of innovative treatments and therapies.
What you will be doing
Assisting in the preparation and submission of regulatory documents, such as clinical trial applications and ethics committee submissions.
Coordinating with internal and external stakeholders to obtain necessary approvals and authorizations for study initiation.
Maintaining accurate and up-to-date records of regulatory submissions and approvals.
Supporting study teams in the development of study documents, including protocols, informed consent forms, and investigator brochures.
Participating in study start-up meetings and providing input on regulatory requirements and timelines.
Your profile
Bachelor's degree in life sciences or a related field.
Previous experience in clinical research or regulatory affairs preferred, but Nt required.
Strong attention to detail and organizational skills.
Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
Ability to work independently and manage multiple tasks simultaneously in a fast-paced environment.
What ICON can offer you:
Our success depends on the quality of our people. That's why we've made it a priority to build a diverse culture that rewards high performance and nurtures talent.
In addition to your competitive salary, ICON offers a range of additional benefits. Our benefits are designed to be competitive within each country and are focused on well-being and work life balance opportunities for you and your family.
Our benefits examples include:
Various annual leave entitlements
A range of health insurance offerings to suit you and your family's needs.
Competitive retirement planning offerings to maximize savings and plan with confidence for the years ahead.
Global Employee Assistance Programme, LifeWorks, offering 24-hour access to a global network of over 80,000 independent specialized professionals who are there to support you and your family's well-being.
Life assurance
Flexible country-specific optional benefits, including childcare vouchers, bike purchase schemes, discounted gym memberships, subsidized travel passes, health assessments, among others.
Visit our careers site to read more about the benefits ICON offers.
At ICON, inclusion & belonging are fundamental to our culture and values. We're dedicated to providing an inclusive and accessible environment for all candidates. ICON is committed to providing a workplace free of discrimination and harassment. All qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or in order to perform the essential functions of a position, please let us know or submit a request here.
Interested in the role, but unsure if you meet all of the requirements? We would encourage you to apply regardless - there's every chance you're exactly what we're looking for here at ICON whether it is for this or other roles.
Are you a current ICON Employee? Please click here to apply.
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$67k-105k yearly est. 4d ago
Site Partner II
Icon 4.8
Long Beach, CA jobs
Site Partner (home-based) in Australia - Join our team at ICON and partner with research sites to lead efficient site activation.
ICON plc is a world-leading healthcare intelligence and clinical research organization. We're proud to foster an inclusive environment driving innovation and excellence, and we welcome you to join us on our mission to shape the future of clinical development.
Site Partner II
Location: Australia (home-based)
Employment Type: Full-time
ICON is a world-leading CRO, and we're on the lookout for a driven Site Partner to join our talented team in Australia. If you're passionate about delivering high-quality clinical research outcomes and thrive in a fast-paced, collaborative environment, this is a fantastic opportunity to make your mark.
The Opportunity
In this role, you'll take ownership of coordinating all activities required to ensure smooth, timely site activation across single or multiple studies. You'll play a key role in driving clinical trial start-up efficiency, building strong site relationships, and delivering an exceptional customer experience from day one.
What You'll Be Doing
Lead the proactive coordination of all tasks needed for timely site activations and ongoing maintenance across assigned sites.
Act as the primary site liaison and escalation point, resolving issues promptly and ensuring a positive and professional site experience.
Partner closely with site teams to accurately forecast and plan Site Activation and CDP approval timelines, capturing risks and mitigation strategies in ICON systems.
Collect, quality-check, and prepare all Critical Document Package (CDP) materials in line with ICON SOPs, ICH/GCP, regulatory requirements, and sponsor expectations-ensuring complete, accurate TMF documentation.
Support ethics/IRB submissions, local regulatory requirements, and timely delivery of country and study-specific documents.
Prepare, adapt, and customise Informed Consent Forms and coordinate required translations, including back-translations.
Build strong working relationships with key functional partners (Project Managers, CTMs, Regulatory leads, third‑party vendors) to ensure smooth project delivery.
Drive site start‑up timelines with accuracy, urgency, and forward‑thinking planning-escalating risks early and providing clear contingency plans.
Support budget and Clinical Trial Agreement (CTA) negotiations where assigned, maintaining proactive site communication throughout the process.
Ensure timely and accurate entry of all site status updates into tracking and management systems.
Participate in site selection and qualification activities as required.
Serve as a Subject Matter Expert in relevant processes, staying current with evolving regulatory requirements.
Contribute to process improvements, efficiencies, and technology initiatives that enhance the site and customer experience.
What You Bring
Solid working knowledge of ICH‑GCP, local country regulations, and SOPs/WPs.
Strong organisational skills with the ability to manage multiple priorities and drive outcomes.
High attention to detail, with a commitment to quality, accuracy, and documentation excellence.
Outstanding communication and stakeholder‑management capabilities.
A proactive, solutions‑focused mindset, and confidence in escalating issues early.
Experience in clinical trial start‑up, site activation, or a related role within a CRO or sponsor environment is highly regarded.
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#LI-Remote
What ICON can offer you:
Our success depends on the quality of our people. That's why we've made it a priority to build a diverse culture that rewards high performance and nurtures talent.
In addition to your competitive salary, ICON offers a range of additional benefits. Our benefits are designed to be competitive within each country and are focused on well‑being and work‑life balance opportunities for you and your family.
Our benefits examples include:
Various annual leave entitlements
A range of health insurance offerings to suit you and your family's needs.
Competitive retirement planning offerings to maximize savings and plan with confidence for the years ahead.
Global Employee Assistance Programme, LifeWorks, offering 24‑hour access to a global network of over 80,000 independent specialized professionals who are there to support you and your family's well‑being.
Life assurance
Flexible country‑specific optional benefits, including childcare vouchers, bike purchase schemes, discounted gym memberships, subsidised travel passes, health assessments, among others.
Visit our careers site to read more about the benefits ICON offers.
At ICON, inclusion & belonging are fundamental to our culture and values. We're dedicated to providing an inclusive and accessible environment for all candidates. ICON is committed to providing a workplace free of discrimination and harassment. All qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or in order to perform the essential functions of a position, please let us know or submit a request here.
Interested in the role, but unsure if you meet all of the requirements? We would encourage you to apply regardless - there's every chance you're exactly what we're looking for here at ICON whether it is for this or other roles.
Are you a current ICON Employee? Please click here to apply
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$67k-105k yearly est. 4d ago
Managing Director, Corporate Banking
Hispanic Alliance for Career Enhancement 4.0
Chicago, IL jobs
MD & Head, Corporate Banking, Global Financial Institutions Group ("GFIG") - Portfolio Management
Application Deadline:
Address: 320 S Canal Street
Job Family Group: Capital Mrkts Sales & Service
As a senior member of the GFIG team, the successful candidate will support the origination and structuring of corporate lending transactions, coordinating with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing credit facilities to support trading products business, facilitating credit approvals in support of transaction banking products and training and coaching junior bankers. GFIG is divided into 5 industry groups spanning, Asset & Wealth Managers, Insurance, Specialty Finance, Market Structure and Banks. The candidate will oversee a team of junior and senior bankers in the Portfolio Management team, that will support and work alongside each of the industry groups. The candidate will also provide ongoing risk management support to the Group Head of Corporate Banking GFIG.
Qualities we are looking for in a candidate
Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
Ensures alignment between values and behaviour that fosters diversity and inclusion.
Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
Attracts, retains, and enables the career development of top talent.
Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.
Oversees credit underwritings and leads the credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders.
Completes due diligence and credit analysis on new and existing client relationships. May include client visits, analysis of business models, and comprehensive review of industry trends and related regulations.
Monitors client, client industry and regulatory agencies for potential changes which may affect client's portfolio and business needs.
Provides outstanding deal structuring, business development, and other expertise and negotiates transactions with clients on highly complex deals.
Identifies emerging issues and trends to inform decision-making.
Understands complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).
Balances the Bank's risk appetite with the client needs in making recommendations/ proposal.
Makes decisions based on a strong understanding of risks; effectively evaluates risk-return trade-offs, and proactively takes accountability for risks assumed.
Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
Works with specialists as needed to support successful deal completion.
Acts in a leadership role to drive improved efficiency and effectiveness.
Identifies issues, gaps and process improvements through open communication both internally and with other bank areas, and through the monitoring of productivity against benchmarks.
Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.
Broader work or accountabilities may be assigned as needed.
Qualifications
Minimum of 10 years of relevant experience in corporate banking working with investment banking on client coverage, negotiating and structuring financial transactions. This should include some time in a corporate lending environment developing business.
Undergraduate degree has focal areas of finance, economics, or accounting preferred with high academic achievement.
MBA, CFA or equivalent experience in financial services, accounting and legal fields is preferred but not required.
Relevant Financial Institutions sector experience is highly desired.
Experience with a delegated credit limit or signing authority is preferred.
Excellent knowledge of organizational lending and portfolio management policies and objectives.
Excellent knowledge of a corporate bank's financial solution products and services.
Managerial, change management and leadership experience.
Exceptional analytical skills. Technical leader viewed as a thought leader for innovation.
Verbal & written communication skills - Expert.
Analytical and problem-solving skills - Expert.
Influence skills - Expert.
Collaboration & team skills; with a focus on cross-group collaboration - Expert.
Please note the base salary for this role is $300,000.00 USD.
Salary
Pay Type: Salaried
The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network‑building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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$89k-159k yearly est. 5d ago
Senior Practice Communications Manager, FS Litigation
Orrick, Herrington & Sutcliffe LLP 4.9
San Francisco, CA jobs
A global law firm is seeking a Senior Manager, Practice Information & Communication, based in New York or San Francisco. The role involves improving business development strategies and communication efforts within the Financial Services Litigation team. Candidates should have 8+ years of relevant experience, strong project management skills, and a proficiency in communication strategies. The position offers a competitive salary range of $200,000 - $250,000 and a comprehensive benefits package including health and wellness programs.
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$200k-250k yearly 3d ago
Senior Manager, Practice Information and Communication - Financial Services Litigation
Orrick, Herrington & Sutcliffe LLP 4.9
San Francisco, CA jobs
Orrick currently has an excellent opportunity on our Financial Services Litigation team for a Senior Manager, Practice Information & Communication, based in our New York or San Francisco office.
In this role, you will use your understanding of complex litigation and financial services/private funds ecosystem to help one of the firm's leading practices accelerate its growth. This role presents an opportunity to deploy your strong written advocacy, project management, and analytical skills to make a business impact. Be part of a diverse team of recognized leaders in their field, with a strong passion for delivering the best for our clients and competing at the highest level.
Responsibilities
Carefully monitor the group's matters to identify opportunities to promote results for its first chairs and team.
Optimize opportunities for collaboration.
Collaborate with media relations resources (internal and external) to ensure optimal media and social media coverage of our results and our team, including AmLaw Litigators of the Week recognition.
Support partners in sharing content via LinkedIn.
Maintain a current database of coverage to leverage for marketing collateral.
Draft and maintain all marketing collateral, including partner bios - ensuring they are up to date on our story, our results and feature media coverage.
Draft and maintain website content about the practice.
Develop and execute a thought leadership plan, publishing the minimum effective amount to support SEO and GEO results and give partners occasional opportunities to reach out to interested clients.
Support the directory submission process, ensuring we submit our best results for all appropriate rankings and taking a strategic approach to advocating for the most important upward moves.
Collaborate with the communications team to submit the group and its partners for media-driven awards.
Collaborate with the events team to execute on all aspects of client entertainment and events in which the group participates.
Develop content to share internally as appropriate to promote collaboration.
Develop a plan of action and drive weekly meetings with the Chief Practice Officer and/or Practice Leader to refresh priorities and discuss progress.
The role will collaborate with the firm's Communications, Events, Business Development, Talent, Research and Practice Management teams and all of the firm's other resources to deliver all of the above in a way that is tailored to the needs of the team and the clients and markets it serves.
Qualifications
Bachelor's degree or equivalent experience.
8+ years of experience in business development, marketing, or communications within legal, financial services, or private funds sectors.
Strong understanding of complex litigation and the financial services/private funds ecosystem.
Excellent written and verbal communication skills, with experience drafting marketing materials, thought leadership, and digital content.
Ability to analyze matters and identify business development opportunities to promote results, optimize collaboration, and support business growth.
Proven project management abilities, including managing multiple priorities and stakeholders.
Demonstrated success in building collaborative relationships across teams and with firm leadership.
Experience with media relations, event planning, and supporting directory submissions and awards.
Client-focused approach with a commitment to delivering results.
Proficiency with social media (especially LinkedIn) and familiarity with SEO and digital marketing.
High level of professionalism, discretion, and adaptability in a fast-paced environment.
Who is Orrick?
Orrick is a global law firm focused on delivering innovative solutions for four sectors: Technology & Innovation, Energy & Infrastructure, Finance and Life Sciences & HealthTech. Founded more than 150 years ago in San Francisco, Orrick today has offices in 25+ markets. We are recognized globally for delivering the highest-quality legal advice and for our culture of innovation and collaboration.
Compensation and Benefits
The expected salary range for this position is:
New York City and San Francisco $200,000 - $250,000
Orrick is committed to providing a comprehensive, competitive, and thoughtful total compensation package to our attorneys and staff, wherever they work. This compensation and benefits information is based on the Orrick's estimate as of the date of publication and may be modified in the future. The level of pay within the range will depend on a variety of job-related factors that may include, but not limited to, qualifications, relevant experience or education, particular skills or expertise, geography. Other compensation may include an annual discretionary merit bonus, which would be determined by Firm and individual performance.
We offer a full range of elective health benefits including medical, dental, vision and life; robust mental well-being programs; child, family, elder, and pet care benefits; short- and long-term disability and industry leading parental leave benefits, health savings account contributions (w/applicable medical plan), flexible spending accounts, and a 401K program. This role will receive compensated time off through our Flexible Time Off program, and paid holidays.
Please visit ************** for more information about the firm.
How to Apply
If you are searching for a chance to create an impact, you have a little grit and you love working with a team, we want to talk with you. To submit your resume and cover letter for this position, please visit our Staff and Paralegal Opportunities Listings at **************/Careers. Orrick accepts applications for this position on an ongoing basis, until filled.
We are an Equal Opportunity Employer.
Consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
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$200k-250k yearly 3d ago
Program Director: Lead Client Services & Team Growth
Social Vocational Services, Inc. 3.9
Long Beach, CA jobs
A community service organization in Long Beach, California, seeks a Program Director to manage day program operations and increase client engagement. Responsibilities include staff hiring and training, overseeing client assessments, and collaborating with service providers. Ideal candidates should be passionate about making a difference in the community. Competitive opportunity to foster personal and professional fulfillment.
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$69k-89k yearly est. 2d ago
Principal Architect - IoT
Hispanic Alliance for Career Enhancement 4.0
Chicago, IL jobs
Achieving our goals starts with supporting yours. Grow your career, access top-tier health and wellness benefits, build lasting connections with your team and our customers, and travel the world using our extensive route network.
Come join us to create what's next. Let's define tomorrow, together.
Description
United's Digital Technology team is comprised of many talented individuals all working together with cutting‑edge technology to build the best airline in the history of aviation. Our team designs, develops and maintains massively scaling technology solutions brought to life with innovative architectures, data analytics, and digital solutions.
Job overview and responsibilities
As a Principal Application Architect, you'll be responsible for engineering management, implementation, configuration and operationalization of a large AWS cloud‑based enterprise application & services suite that orchestrates IoT data & sensor sources to drive business value & operational decision‑making. Leverage cutting edge technology solutions like Computer Vision, agentic frameworks, and real‑time eventing to support Airport applications and use cases. The Principal Application Architect is highly experienced, self‑sufficient, requires no direct supervision, and mentors/coaches others.
Be a Thought Partner, i.e., establish self as the subject matter expert with Product Owners, Applications Developers, Architects, Analysts, Business Process owners
Leading and influencing the design, testing, evaluation, implementation, and support for IoT Applications & R&D POCs of various size and complexity (application services, software, and systems tools)
Hands‑on development, support and troubleshoot of software systems as required, optimizing performance, resolving problems, and providing follow‑up on all issues and solutions
Ability to lead diagnostics/troubleshooting with the production support team during outages/incidents (including outside of business hours as needed)
Work closely to define the product technical roadmap, prioritization and effort estimation with the product owners, business and platform architects.
Architect complex release patterns, code review/branching strategies, and/or documentation of various levels of architecture; context diagram, component diagram, deployment diagram, sequence diagram, and logical architecture
Develop documentation to support the application and as a guide for establishing common practices across the platform
Partner with platform engineering and DevOps teams to research, design and implement the appropriate technology needed to support the automation and orchestration strategy
Partnership with the Enterprise architecture, network, and security engineering team is critical to ensure that the architectural principals support the requirements and needs of the application as well as enterprise.
Communicate regularly and effectively with senior technology leadership
Coordinate effort with external stakeholders to ensure timely delivery of dependent components
Ensure solutions are clearly communicated for implementation, deliverables are of acceptable quality
Ensure compliance with architectural and engineering policies, standards and procedures
Monitor and stay abreast of industry trends and anticipate future direction of application development and cloud computing
Qualifications What's needed to succeed (Minimum Qualifications)
Bachelor's degree in a technology discipline, related field or an additional 4 years of experience
Full‑stack application management in AWS cloud‑native technologies like EC2, S3, RDS, EKS, Lambda, AmazonMQ, API Gateway, DynamoDB, etc., and high‑level network and hardware integration
Experience designing, building, and supporting IoT applications including using IoT cloud services like AWS Greengrass or similar
Experience with real‑time streaming design, platforms, and solutions like Solace, Kinesis, or similar
7+ years of end‑to‑end software solution development, implementation and operationalization experience
Experience with .NET, MVC, Bootstrap, Angular development or similar, and with cloud platforms like AWS, GCP, serverless technologies, services, and container technologies (Docker, Kubernetes, etc.)
Extensive experience leading parallel work streams in an Agile environment
Experience analyzing and interpreting APM tools such as Dynatrace, Datadog, or similar
Experience implementing/deploying microservices, web services and APIs, gateways, service mesh in highly automated CI/CD environments
Experience in Well‑Architected frameworks, application performance tuning, application resilience and reliability improvement
Experience developing large‑scale responsive web applications across multiple end‑user devices
Experience troubleshooting and supporting critical system outages for operationally critical applications
Coordinating efforts across multiple teams like Release Managers, DevOps Engineers, QA, UX designers for successful delivery of applications
Must be legally authorized to work in the United States for any employer without sponsorship
Successful completion of interview required to meet job qualifications
Reliable, punctual attendance is an essential function of the position
What will help you propel from the pack (Preferred Qualifications)
Master's degree
Airline application development experience is a plus
AWS solution architect certification or similar
The base pay range for this role is $137,275.00 to $178,670.00.
The base salary range/hourly rate listed is dependent on job‑related factors such as experience, education, and skills. This position is also eligible for bonus and/or long‑term incentive compensation awards.
You may be eligible for the following competitive benefits: medical, dental, vision, life, accident & disability, parental leave, employee assistance program, commuter, paid holidays, paid time off, 401(k), and flight privileges.
United Airlines is an equal opportunity employer. United Airlines recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, gender identity, sexual orientation, physical ability, age, veteran status and other protected status as required by applicable law. Equal Opportunity Employer - Minorities/Women/Veterans/Disabled/LGBT.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions. Please contact JobAccommodations@united.com to request accommodation.
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