AFC Modelling - Data Scientist - Associate - Vice President
New York, NY jobs
Job Title: AFC Modelling - Data Scientist
Corporate Title: Associate - Vice President: All Roles to be Considered
Deutsche Bank benefits from having a highly experienced and dedicated Anti Financial Crime (AFC) function, which performs a crucial role in keeping Deutsche Bank's business operations and global financial services clean from financial crime while serving the interests of the Bank and society. Our regional/global matrix structure allows for flexible responses to challenges in the core areas of: Anti-Money Laundering, Sanctions & Embargoes, Anti-Fraud, Bribery & Corruption, Investigations & Intelligence, Monitoring & Screening, and Risk Assessment.
Our AFC Team will provide you with opportunities to learn, grow and define your career. We foster an open, diverse, and inclusive team culture, that is engaged and well-supported for prosperity and enjoyment of a life/work balance.
What We Offer You
A diverse and inclusive environment that embraces change, innovation, and collaboration
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift and volunteer programs
What You'll Do
Drive model implementation (from prototype to production), following rigorous coding, testing, and documentation best practice
Responsible for Driving and execution of the Anti-Money Laundering (AML) Transaction Monitoring Americas data strategy in line with the Global Data Strategy/Framework
Develop and evolve platform reporting statistics/data to monitor ongoing model success; perform 'deep dives' to interpret data quality issues, identify remediation and track to resolution
Represent the group in various data governance forums, and clearly communicate data related issues and potential resolution paths
Work with Business (1LOD) to understand the products being offered and define specifications/red flags for Transaction Monitoring models
Review and address open AML TM findings in a timely fashion, work in partnership with AFC stakeholders to develop and drive initiatives that transform and modernize the capabilities and services of Monitoring within the AFC function
How You'll Lead
Establish a clear vision and goals for the team, Inspire the team to perform well and achieve business goals; provide guidance and instruction to the team, and coach them as needed.
Oversee daily activities and progress towards goals, and ensure the team is adequately equipped to perform their duties.
Prioritize tasks and allocating tasks to the team accordingly. The role will be collaborating across multiple teams within the M&S (Monitoring & Screening) function.
Skills You'll Need
Bachelor's/Master's degree in Computer Science, Data Science, Management Information System (MIS), Information Management, or equivalent
Previous relevant experience conducting data science or Model Development in a business setting coupled with excellent programming skills, predominantly across the Python/Anaconda suite (Scikit-learn, Pandas, Numpy)
Experience in Financial Crimes space with expertise in AML Transaction Monitoring and Advisory, with a deep understanding of transaction monitoring data for various lines of businesses, AML red flags, and AML typologies.
Proficient in Financial Crime Compliance covering multiple product lines, such as Correspondent Banking, Private Banking, Wealth Management, Brokerage, Trade, and Asset Management.
Demonstrated experience in Relational databases, Structured Query Language (SQL), Big Data Hadoop, Hive Query Language (HQL), Data visualization tools.
Skills That Will Help You Excel
Flexible and able to adapt to urgent deliverable timelines
A positive outlook in a goal-oriented organization
Able to demonstrate excellent analytical, judgment, and research skills
Meticulous with a strong attention to detail and the ability to multitask
Able to interpret complex requirements and work proactively with stakeholders in different organizational units
Expectations
It is the Bank's expectation that employees hired into this role will work in the New York City office in accordance with the Bank's hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in New York City is $110,000 to 230,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
Vice President - Cybersecurity Incident Response Team Lead
New York, NY jobs
The Cybersecurity Incident Response Team Lead is a leadership role responsible for leading and enhancing the bank's Security Operations strategy. The Cybersecurity Incident Response Lead will oversee the incident response and threat intelligence programs to safeguard critical assets and data. The ideal candidate will combine technical expertise, operational efficiency, and a strategic mindset to mitigate risks and ensure compliance with regulatory requirements. This role requires exceptional leadership, technical skills, and communication skills to drive cross-functional collaboration and instill a culture of security across the organization.
Key Responsibilities
Strategic Leadership
Develop and execute a comprehensive security operations strategy aligned with the bank's risk appetite and business objectives.
Provide thought leadership on emerging cyber risks and recommend proactive measures to mitigate them.
Serve as a trusted advisor to executive leadership, management committees, and the board on cyber risk issues.
Define, maintain, and report operational metrics to evaluate Security Operations program performance, effectiveness, and adherence with organizational and regulatory requirements.
Incident Response and Crisis Management
Direct and manage Americas Cyber Security Incident Response Team (CSIRT) to ensure timely monitoring, detection, and response to threats.
Lead the development and execution of the bank's incident response plan and associated playbooks
Coordinate responses to security incidents, ensuring minimal impact and quick recovery.
Establish and maintain a threat intelligence program to proactively identify and respond to emerging threats.
Process and Technology Optimization
Evaluate, implement, and optimize security processes and technologies to enhance detection and response capabilities.
Collaborate with IT and engineering teams to integrate security into systems and processes.
Stay updated on emerging technologies and recommend solutions to address evolving threats.
Regulatory Compliance and Audit Readiness
Ensure adherence to cyber risk management regulations, including FFIEC and other applicable laws.
Represent the bank during regulatory examinations, audits, and executive presentations on cyber risk topics.
Maintain thorough documentation to demonstrate adherence to policies and standards.
Team Leadership and Development
Build and mentor a high-performing security operations team.
Provide training and development opportunities to ensure team members stay current in the field.
Foster a culture of accountability, collaboration, and continuous improvement
Core Competencies
Ability to work at both a strategic and tactical level, focusing on the broader picture while driving execution.
Ability to manage multiple initiatives simultaneously, determine prioritization, and work under minimal supervision.
Awareness of latest Information Security risks.
Comfort working in a highly global, diverse, and hybrid (office and virtual) work environment.
Strong technology, information security, and investigation skills.
Strong communication and documentation skills.
Knowledge of business, regulatory, and compliance requirements in the financial services industry
Qualifications/Education Required:
Bachelor's degree in Cybersecurity, Information Technology, Business Administration, or a related field.
Advanced degree (MBA, MS) is strongly preferred.
Relevant industry certifications (CISSP, CISM, GIAC) are strongly preferred.
Experience Required:
Minimum 10+ years of experience in information security or related field.
At least 3 years of experience in a senior leadership role within the banking or financial services industry strongly preferred
Competencies Required:
Incident Management: Ability to analyze, prioritize, and manage security incidents effectively.
Strategic Thinking: Ability to align cyber risk initiatives with business objectives
Communication and Documentation: Strong ensure thorough documentation and clear communications over security operations activities.
Leadership and Team Management: Proven track record of building and leading high performing teams
Industry Thought Leadership: Recognized as a subject matter expert in the cybersecurity or risk management space
Regulatory Compliance: Expertise in navigating banking regulations
Skills & Knowledge Requirements:
Technical Knowledge: Strong knowledge with information security technologies such as SIEM, SOAR, EDR, NDR, etc.
Investigations: Strong knowledge with leading security investigations.
Cybersecurity Frameworks: Deep understanding of frameworks such as NIST Cybersecurity Framework
Policy and Procedure Development: Proficiency in drafting and enforcing policies, procedures, and playbooks.
VP, Senior Wealth Consultant - Ultra High Net Worth
Vienna, VA jobs
Regular
Your opportunity
*In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities*
Candidate must reside or be willing to relocate to Bethesda, MD or Tyson's Corner, VA
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum of investment needs to help clients manage large and complex portfolios. Supporting our clients' wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs
Retain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scores
Partner with wealth specialists to offer solutions including banking, lending and trust
Take an in-depth consultative approach to analyze, assess and find appropriate solutions to meet client needs based on the breadth of Schwab's Wealth Management offer
Develop a customized financial strategy for prospects and existing clients
Demonstrate a thorough understanding around how to assess suitability and recommend appropriate retirement income advice and distribution process for clients living in retirement
Demonstrate proficiency in deepening relationships with clients, from engagement and discovery to gaining commitment and ongoing service.
What you are good at:
Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities
Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives
Demonstrates a bias for action and a commitment to achieving sustainable results
Able to listen to client's needs and make decisions/take actions that help clients achieve their long-term goals
Knows how to follow the proper risk, supervision and controls guidelines to deliver the best outcomes for clients. Exhibits strong culture of compliance, adherence to policy and Schwab's high standards
Demonstrates good judgment in selecting methods and approaches for finding appropriate solutions for clients
Able to adjust style of communication to best connect with others
Demonstrates and encourages collaboration and teamwork cross functionally and within his/her team
Demonstrates personal resilience and a commitment to continually learn
Able to remain positive and focused during times of pressure, adversity, or change
Actively engages and helps others succeed
Understands life event triggers for clients and leverages this ability to consolidate and retain assets; proven ability to probe clients for life event triggers and provide financial advice accordingly
Flexible in changing environmental, economic, and client need scenarios; proven experience demonstrating the ability to lead change within self and others positively
What you have
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Preferred Qualifications
Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP highly preferred
Bachelor's degree highly preferred
Required Qualifications
Active & valid FINRA Series 7 license
Active & valid FINRA Series 66 (63/65) license
Active & valid Life & Health insurance
7+ years financial services industry experience
2+ years Ultra- HNW client experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
VP of Digital/eCommerce
New York, NY jobs
Orion's mission is to transform longevity through sleep. Orion just raised an $18m Seed Round and is founded by unicorn founders who have built & sold companies for combined $2 billion+. Orion's smart sleep system uses AI to make 6 hours of sleep feel like 10 and the company is positioned to disrupt the $100 billion preventative health market.
Role Description
We're looking for a VP of Digital & eCommerce to lead all things digital-from strategy to execution. You'll oversee site performance, conversion, user experience, digital marketing, funnel optimization, and own the full customer lifecycle across DTC channels.
As a key member of the leadership team, you'll be responsible for building a high-converting digital ecosystem that drives customer acquisition, engagement, and long-term value.
Key Responsibilities
Own and drive the end-to-end digital strategy across eCommerce, performance marketing, site, mobile, retention, and analytics
Lead optimization of the website and checkout experience to increase conversion and average order value
Manage full eCommerce P&L, including revenue forecasting, budget allocation, CAC/LTV tracking, and unit economics
Partner with Product, Brand, and CX teams to ensure seamless and engaging digital experiences
Implement tools, technologies, and best practices to scale DTC growth efficiently
Oversee performance marketing campaigns (paid search, paid social, affiliates, influencers) in partnership with internal teams and agencies
Build out the digital growth team as the company scales
Ideal Candidate Profile
8-10+ years of experience in DTC eCommerce, ideally in health tech, wellness, fitness, or consumer electronics
Proven track record of scaling eComm businesses from early-stage to $50M+
Deep understanding of CRO, funnel optimization, UX/UI, and performance media
Analytical thinker with strong command of data, A/B testing, and attribution
Comfortable in scrappy, high-growth environments with a focus on execution
Experience managing cross-functional teams and third-party partners
Passionate about sleep, health, and using technology to improve lives
COO (with potential track to CEO)
Plattsburgh, NY jobs
The Chief Operating Officer (COO) oversees business operations and is responsible for the development, recommendation, implementation, and promotion of policies, procedures, programs and projects involving operations, as well as leading and managing a comprehensive array of the banks business units and special projects, while promoting service excellence and improving organizational efficiencies. The Chief Operations Officer (COO) is responsible for the management and oversight of the daily operations of the bank, including back-office operations, including Information Technology/Security, Retail Operations, Electronic File Transfer (EFT), Deposit & Loan Services, Audit & Compliance departments. The COO is also appointed as the Information Security Officer, Business Continuity Coordinator and heads the Information Technology Steering Committee. The COO must be customer-oriented, have strong leadership skills and possess the ability to guide and inspire outstanding performance. This position will be a part of an executive team and will be responsible for contributing to the development, implementation and administration of the bank's strategic goals and objectives. The Chief Operations Officer serves as a key customer in developing strategic initiatives and accountability to assure sound bank growth. The goal of the COO is to secure the functionality of business to drive extensive and sustainable growth efficiently. Reporting directly to the CEO and attending meetings with the Board of Directors and Committees, as assigned by the CEO, the ideal candidate will be collaborative, have a high level of professionalism, excellent verbal and written communication capabilities, and great project management skills. The successful candidate will be able to translate our vision of increased reach, impact, and community development leadership into meaningful and measurable actions. Through ownership, collaboration and innovation, and guided by our mission, the COO provides leadership, management, and vision necessary to ensure the organization has proper operational controls and people systems in place to ensure operational efficiency. REQUIRED SKILLS & ABILITIES ▪ An energetic, forward-thinking and creative leader with the ability to drive innovation, specifically regarding service technology, in customer delivery in the areas of sales and service. A decisive individual who possesses a strategic focus, as well as an operational and detail-oriented perspective. Qualified candidates must be able to use a collaborative management style that promotes effective communication and teamwork. ▪ Must collaborate with the Senior Leadership team to develop and implement plans for the operational infrastructure of systems, processes, and personnel designed to accommodate the strategic objectives of the organization. The COO will ensure the delivery of the bank's service culture through the branches, community education, customer development and be directly responsible for the sales cycle. ▪ Solid focus on understanding our customers; the knowledge, skills and ability to seize market-driven opportunity, master change and foster staff development through, mentoring, coaching, and modeling of the bank's core values. ▪ The candidate will manage departments and programs to minimize risk to the organization and maximize staff efficiency through use of technology. ▪ The COO will ensure each department's operational excellence and maintain the highest level of customer service resulting in a memorable customer experience. ▪ Demonstrated knowledge of principles of management and administration. ▪ Proven leadership ability with strong personnel development experience. ▪ Demonstrated background leading and managing critical projects. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. ▪ Evaluates key operational metrics; determines potential cost efficiencies, program improvement, or policy change. ▪ Establishes collaborative relationships with suppliers/vendors and pursue low costs through diverse sourcing. ▪ Supports senior management with business strategies, offering insights, and contributing to key decisions. ▪ Assists with identifying opportunities and assessing strategic and financial merits and risks. ▪ Establishes operational priorities and helps to create the vision and buy-in that will facilitate implementation and ensure development of a service- and performance-oriented culture that drives continuous improvement to achieve best practices. ▪ Anticipates opportunities by remaining actively informed regarding new developments and innovative and economical solutions to complex business challenges. ▪ Manages performance activities, including consumer-wide reporting, new business development assessment, and profitability maximization. ▪ Analyzes financial and operational performance metrics to identify areas for improvement. ▪ Develop and implement strategies to enhance the company's profitability and liquidity profile. ▪ Collaborates with applicable divisions to ensure banking operations are aligned with corporate goals. ▪ Foster strong relationships with key stakeholders to support business objectives. ▪ Promote effective and productive relationships between cross-functional and cross-organizational work teams. ▪ Keep HR informed about strategic business plan initiatives that require HR support. ▪ Ensures strategies, change initiatives, and competitive information are communicated in clear and compelling ways. Listens to, leverages, and promotes the diverse ideas, perspectives, and contributions of others across the business. ▪ Lead change management efforts to ensure smooth transitions and adoption of new processes and systems ▪ Management, oversight and negotiation of annual umbrella insurance policies and renewals. ▪ Design, plan and implement business strategies, plans and procedures. ▪ Identify, strategize, develop, and drive initiatives to enhance competitiveness and improve efficiencies. ▪ Cultivate a culture, which aligns with both the strategic and operational plans and objectives of the Bank. ▪ Monitor and evaluate the overall effectiveness of the operations functions; identify specific problems and trends and apply appropriate training or corrective strategies. ▪ Align overall business strategy with innovative thinking, identify trends and business opportunities within the market, and seek input from stakeholders at different levels to identify areas of innovation and growth. ▪ Provide support for implementing strategic initiatives, recommendations for relevant capital expenditures, analyzing financial impacts. ▪ Set comprehensive goals for measuring success. ▪ Maintain an in-depth knowledge of all products, services, equipment, internal controls and policy and procedures. ▪ Ensure compliance with all relevant regulatory requirements and conformance with policy. ▪ Administer policies and procedures and ensure compliance with applicable laws and regulations. ▪ Provide support and assistance with research for departments as needed. ▪ Review and provide guidance, coaching and education based on the results of independent control assessments, audits and exams. Prepare and provide requested documents for audits or examinations when requested. ▪ Consistently promotes the bank's core values and maintains positive relationships with all stakeholders (Employees, Board of Directors, Customers) ▪ Annually participate in budgeting process for area(s) of responsibility. ▪ Responsible for all bank facilities (leased or owned). ▪ Completes any assigned training in a timely manner. OTHER DUTIES The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ▪ Bachelor's degree (B.A./B.S.) or in Business, Management, or related discipline; Master's degree preferred. ▪ Six to eight years related experience; three to five years in senior management, preferably in the banking industry. ▪ An equivalent combination of education and experience may be accepted as a satisfactory substitute for the specific education and experience listed above. ▪ Advanced knowledge of operations, compliance, regulations, policies, procedures and processes. ▪ Experience in developing leaders and developing strategic plans for growth. ▪ Ability to motivate and lead a team, coordinate internal and external resources and achieve measurable results against goals. ▪ All officers will be expected to demonstrate excellent interpersonal skills and a commitment to high quality personal service to our customers and to other departments and employees within the bank. All officers should have good communication skills and be willing to pursue appropriate continuing education. ▪ Outstanding organizational and time management skills. ▪ Adaptive thinking and a strong, critical mindset; ability to think strategically regarding all bank operations. ▪ Strong business acumen and presentation skills; effective communication skills, with the ability to present complex financial information to stakeholders. ▪ Highly proficient at project planning, budgeting, and oversight. ▪ Forward-thinking and adaptable to dynamic situations. ▪ Detail-oriented with a high level of accuracy. ▪ Excellent analytical and problem-solving skills. ▪ Advanced Microsoft Office skills ▪ Exhibits Champlain National Bank core values.
Chief Operating Officer
Albany, NY jobs
Are you an experienced leader looking to have a direct impact on strategic initiatives for a growing, nationally recognized community bank? Ballston Spa National Bank (BSNB) is looking to hire a dynamic and experienced Chief Operating Officer to lead and direct operational units including Customer Support Operations, Commercial and Residential Loan Servicing, Risk Management, and Facilities. The COO has overall responsibility to ensure BSNB's execution of its strategic plan by managing assigned operational areas inclusive of personnel, policies, and regulatory compliance. This position has a key role in developing strategic initiatives.
CHIEF OPERATING OFFICER - As a member of the senior leadership team with a with a minimum of 10 years of progressive experience in bank operations, you will:
Leverage relationships with other Senior Leaders and lines of business managers to ensure superior omnichannel customer experience for all bank customers.
Manage complex technical and business activities that have high operational, reputational, and financial risk in various areas of bank operations.
Drive innovation and enhance the Bank's fintech offerings to meet evolving customer needs and market trends.
Establish the strategic direction, oversight, and performance of loan servicing for residential, consumer, and commercial loans.
Develop, implement, and maintain the Bank's Enterprise Risk Management framework and program.
Develop, implement, and maintain a comprehensive Compliance monitoring and testing program. Participate in Compliance Committee meetings and work with Compliance Officer in oversight of Compliance Summary reports to the Board to ensure adherence to banking laws and regulations.
Lead strategic planning, operations, and maintenance of the bank's physical infrastructure, ensuring regulatory compliance and efficient alignment with business goals.
QUALIFICATIONS FOR THE CHIEF OPERATING OFFICER
Ten years of progressive experience in banking operations required, inclusive of leading teams, implementing strategic initiatives, and meeting regulatory requirements.
Demonstrated leadership ability required as evidenced by the ability to solve problems, plan, organize and direct activities of others; and the ability to function as an agent for change.
Demonstrated management ability in the following required: bank operations, enterprise risk management, loan servicing, facilities management.
Knowledge of state and federal banking regulations is key in this position.
Excellent written and oral communication skills.
Strong leadership skills with demonstrated ability in strategic planning and execution. Prior experience leading a multi-department bank team.
This position earns competitive pay coupled with an incentive plan. We also offer great benefits, including medical, dental, vision, a 401(k) plan with a company match, a pension plan, eleven paid holidays, generous paid time off (PTO), company-paid life insurance, voluntary insurances, and more.
ABOUT BALLSTON SPA NATIONAL BANK (BSNB)
Established in 1838, we are proud to provide financial solutions to businesses, individuals and families located in the greater Capital Region and beyond. Thirteen full-service banking offices coupled with digital banking services provide products and services geared towards meeting the needs of the markets we serve. As a community-minded financial institution, we make giving back and volunteer work a priority.
BSNB provides all employees and applicants an equal employment opportunity in the manner required by law in all aspects of employment regardless of race, color, religion, creed, national origin, age, sex, sexual orientation, gender identity or expression, marital status, military status, disability, predisposing genetic characteristics, domestic violence victim status or any other status protected by local, state, or federal law. BSNB is a VEVRAA employer and has a desire for priority referrals of protected veterans. We thank all applicants for their interest and will contact those candidates who are under consideration.
AVP Data Modeling and Anaytics
New City, NY jobs
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share.
Analytics, Digital and Architecture (ADA) is a recently established function within Global Finance. ADA's aim is to be the pioneering force shaping the future of analytics, engineering, and innovation to empower insight and strategic decision making in Finance. ADA is a globally diverse team. The ADA Analytics team aims to ensure that Finance develops models, methodologies and other analytics that bring tangible benefit to the users, housed within a robust framework and compliant with regulatory rules.
As our AVP, Modeling and Analytics you will:
Manage the model life-cycle, while engaging with business and finance teams
Ensure that the models continue to be fit for purpose via establishing an effective model validation framework
Maintain documentation and control for models in line with internal policies and regulatory guidance
Onboard and maintain models on internal model execution platforms
Working with business partners to provide financial and technical analysis and recommendations regarding current and/or proposed PPNR models
Working with businesses, risk and finance teams to submit and validate data and analyze the consolidated results
Development/enhancement of models, methodologies and infrastructure across Finance predominantly related to forecasting, stress testing
You´ll likely have the following qualifications to succeed in this role:
Minimum qualifications:
Advanced (masters or PHD equivalent) degree in a quantitative (e.g. science, mathematics, engineering, econometric, financial engineering) field.
Experience in developing timeseries, regression models
Proficiency in Python with experience using libraries like NumPy, Polars, Scikit-learn, TensorFlow and PyTorch
Strong ability for problem solving and attention to detail
Strong communication, analytical, and presentation skills
Good to have:
5+ years of relevant work experience
Knowledge of bank stress testing and CCAR requirements
Experience building machine learning models
Commercial acumen - good knowledge of Banking products and its dynamics, conceptual soundness of related financial ratios, P&L and drivers
Ability to operate in a fast-paced environment and with all levels of internal and external management and government regulators
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
10072441-WD Threat Detection & Response Tier 2, Associate Vice President
Tempe, AZ jobs
The working hours for this role in the will be 3pm - 1am EST 4 days per week (Sunday-Wednesday)
In this role you will focus on researching potential cybersecurity threats to various systems, technologies, operations, and programs throughout multiple environments. You will perform analysis based on this research to determine the risk to the organization and take appropriate actions based upon that analysis. Responsibilities include rapidly responding to potential incidents and events to minimize risk exposure and ensure the confidentiality, integrity, and availability of assets and business processes. Additionally, you will proactively monitor internal and external-facing environments, seek opportunities to strengthen and automate detection and remediation capabilities, reduce response times for incidents, and produce analyses of cybersecurity events that include perspectives on the behavior of adversaries.
Major Responsibilities
Perform cybersecurity threat detection, assessment, and mitigation efforts as part of a 24/7 global team
Investigate potential cybersecurity events across multiple environments using various tools and techniques
Conduct analysis of artifacts to determine methods of intrusion and best course of resolution while driving security improvement
Support the development of information security policies, standards, and procedures
Support inquiries from compliance teams such as IT risk management and internal and external auditors to ensure documentation is complete and processes are in compliance with information security policies
Create reports analyzing activities or trends both within and outside of the organization
Support the development of security operations detections, playbooks, and automations to ensure threat detection, monitoring, response, and forensics activities align with best practices, minimize gaps in detection and response, and provide comprehensive mitigation of threats
Review internal logs and alerts to identify potential cybersecurity events. Triage cases based on output from automated alerts, and determine when to escalate to other teams
Monitor external service provider activity to detect potential cybersecurity events
Analyze security data from all systems in real time to spot and thwart potential threats, attacks, and other violations
Lead projects to increase the firm's security posture
Analyze compromised systems and remediate to a clean state
Perform breach indicator assessments to investigate network traffic for malicious activity
Perform threat hunting across the environment to attempt to detect any adversary activity
Support incident resposne activities across MUFG's global network
Assist in the production of various reports which identify and analyze relevant upcoming and ongoing threats to the enterprise
Research evolving threats, techniques, tools, and vulnerabilities in support of information security efforts
Stay current with information security program developments, industry frameworks, changes in the company, industry trends, and current security practices
Support inquiries from compliance teams such as IT risk management and internal and external auditors to ensure documentation is complete and processes are in compliance with information security policies
Qualifications
Bachelor's degree in Information Technology, Cyber Security, Computer Science, or related discipline or equivalent work experience
5 + years of experience working in the Cybersecurity Operations or Information Security
Relevant technical and industry certifications, such as CISSP, ISSMP, GCIA, CISM, CEH, GCFA, GCFE, GCIH, or GSEC are preferred
Experience in one or more security domains including Security Governance and Oversight, Security Risk Management, Network Security, Threat and Vulnerability Management, or Incident Response and Forensics preferred
Experience with information security risk management, including information security audits, reviews, and risk assessments
Desired Skills
Experience with security data collection, analysis and correlation
Well-developed analytic, qualitative, and quantitative reasoning skills
Demonstrated creative problem-solving abilities
Security event monitoring, investigation, and overall incident response process
Strong time management skills to balance multiple activities and lead junior analysts as needed
Understanding of offensive security to include common attack methods
Understanding of how to pivot across multiple datasets to correlate artifacts for a single security event
A diverse skill base in both product security and information security including organizational structure and administration practices, system development and maintenance procedures, system software and hardware security controls, access controls, computer operations, physical and environmental controls, and backup and recovery procedures.
Detailed knowledge and experience in security and regulatory frameworks (ISO 27001, NIST 800 series, FFIEC, SOC2, FedRAMP, STAR, etc.)
Ability to guide and mentor junior analysts in investigations
Understanding of enterprise detection and response technologies and processes (advanced threat detection tools, intrusion detection/prevention systems, network packet analysis, endpoint detection and response, firewalls, Anti malware/anti-virus, Security Information and Event Management tools, etc.)
Experienced with Endpoint Detection & Response, email security, web application firewall, an cloud security tooling.
Ability to perform risk analysis utilizing logs and other information compiled from various sources
Understanding of network protocols, operating systems (Windows, Unix, Linux, MacOS, databases), and mobile device security
Knowledge of the various types of cyber-attacks and their implementations
A fundamental understanding of enterprise cybersecurity frameworks such as MITRE ATT&CK and Cyber Kill Chain
Ability to document and explain technical details in a concise, understandable manner
Experience in operational processes such as security monitoring, data correlation, troubleshooting, security operations, etc.
The typical base pay range for this role is between $104K - $131K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary
AVP, Data Scientist
New York, NY jobs
Company Background
FirstKey Mortgage, LLC ("FKM") is one of the world's leading private label securitization and asset management firms. We are a boutique financial services company with a primary focus on the buying and securitizing of residential mortgage and consumer loans. Since inception, FKM has excelled in supporting loan acquisitions, securitizing, and managing real estate and other related assets in the U.S. and Europe.
Established in 2013, FKM is a portfolio company of Cerberus Capital Management and has participated on over $80+ billion rated securitization transactions across 85 bespoke ABS/MBS deals globally.
FKM employs approximately 45 mortgage banking professionals and is headquartered at 900 Third Avenue in midtown Manhattan. Our officers and directors have an average of 20+ years industry experience.
FKM strives for business excellence and superior execution with the following critical functions:
Managing the loan bidding processes which includes data mapping and ingestion, loan payment history analysis and detailed communication with multiple counterparties.
Efficient loan document review using machine learning and optical character recognition.
Vetting of loans for any issues with lending laws, taxes, or underlying collateral value.
Payment collection, surveillance, and loss mitigation once the loan is purchased.
Securitization of loans into bonds and marketing these assets to institutional investors.
Job Description and Responsibilities
The Data Scientist will support the strategic use of data to drive well-informed business decisions. Reporting to the Head of Research and Analytics, this role focuses on translating complex real estate data into actionable insights, building predictive models, and developing analytical tools that support investment, operations, and market strategy. The ideal candidate combines strong technical expertise in data science with an understanding of real estate market dynamics.
Collect, clean, and analyze market, resident and property datasets to support business strategy.
Conduct geospatial analyses to identify market trends and high-potential investment opportunities.
Build and maintain predictive models to forecast property values, rental yields, and investment risks.
Develop dashboards and visualizations to communicate insights effectively to stakeholders.
Monitor and refine analytical models to maintain accuracy and relevance over time.
Stay current on real estate trends and emerging data science methodologies to enhance analytics capabilities.
The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by FKM in its sole discretion.
Qualifications
FKM seeks to hire individuals who are highly motivated, intelligent and have demonstrated excellence in prior roles. The successful candidate should have:
Bachelor's degree in quantitative field such as Statistics, Mathematics, Computer Science or Engineering
3-5 years of experience in data analysis, data science, or analytics, preferably in real estate.
Strong proficiency in programming languages such as Python, R, and SQL; experience with CoreLogic, MLS, HMDA and transaction data strongly preferred
Exceptional analytical skills with strong attention to detail and the ability to translate data into actionable insights.
Proactive problem-solver with effective communication skills and the ability to manage multiple priorities.
Compensation
The base salary for this position is expected to be between $125,000 and $175,000 annually. The base salary offered to the chosen candidate will be commensurate with a candidate's relevant experience and other qualifications for the position, as determined by FKM in its sole discretion. In addition to base salary, this position is eligible for an annual discretionary bonus, which is often a meaningful portion of the compensation package, and a comprehensive benefits package.
10073828-WD-Red Team Operator, Assistant Vice President
Tempe, AZ jobs
Being part of the red team provides you with the opportunity to work on the cutting edge of cybersecurity and help drive the improvement of detection capabilities as well as strengthening of defenses to improve our overall security posture. The role also offers you with the opportunity to lead and mentor junior team members and provide guidance on complex projects.
Major Responsibilities
Developing guidelines for the usage, control, maintenance and audit-readiness of information and computer resources that are used in the distributed processing environment.
Analyzing and addressing customer security requirements for all business applications existing on a distributed platform.
Assisting in the evaluation, selection, and installation of security software products for distributed platforms.
Identifying distributed systems security issues as they arise and coordinating with the security architect to ensure that issues are addressed and resolved in a timely basis.
Conduct tactical assessments that require expertise in social engineering, application security (web and mobile), physical methods, lateral movement, threat analysis, internal and external network architecture and a wide array of products
Document and formally report testing initiatives, along with remediation recommendations and validation
Maintain tools and scripts used in penetration-testing and red team processes
Conduct research into real-world threat actor tactics, techniques, and procedures (TTPs) and apply that knowledge to Red Team Exercises
Assess new technologies, software applications, and devices for potential avenues of exploitation
Develop exploits based on identified vulnerabilities
Develop scripts, tools, or methodologies to enhance Red Team processes
Work with teammates to consistently learn and share advanced skills and foster team excellence
Qualification
Bachelor's Degree in Computer Science or related fields; applicable specialized training; or equivalent work experience - equally preferable
Certified Information Systems Security Professional (CISSP), Global Information Assurance Certification (GIAC), Certified Information Systems Auditor (CISA), Certified in Risk and Information Systems Control (CRISC), Certified Information Security Manager (CISM), OSCP, OSCE, GWAPT, or other security certifications desired
Understanding of one or more compliance frameworks: NIST, FFIEC, GLBA, SOX, PCI, etc.
5-7 year of experience conducting penetration-testing/red team engagements
Experience in planning and executing advanced attacks that evade network and endpoint security controls to demonstrate the potential adverse impact caused by a threat actor
Experience with implementing red team assessment methods, tools, and techniques
Experience identifying and exploiting common web-application vulnerabilities, such as: SQL Injection, DOM Manipulation, Authorization System Bypass, Design Logic issues, bounds checking, role & access validation, and filter evasion.
Experience handcrafting/dissecting HTTP conversations
Experience in developing, extending, or modifying exploits and offensive security tools (shellcode, implants, reflective loaders, etc.), as well as operational experience exploitation, lateral movement, and persistence on Windows and Linux systems, bypassing preventative and detective endpoint and network security controls, C2 frameworks (Cobalt Strike and Metasploit), using common offensive security tools (nmap, CrackMapExec, Impacket, Responder, etc.)
The typical base pay range for this role is between $110K - $135K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary
Crisis & Incident Management Lead - Operational Resilience - Vice President
New York, NY jobs
The VP, Crisis & Incident Management Lead is responsible for the strategic leadership and operational execution of the Bank's crisis and incident management program across the Americas. As part of the Operational Resilience team, this individual will ensure that the bank can effectively prepare for, respond to, and recover from a broad range of disruption scenarios, including:
Technology and cyber incidents
Third-party or supply chain failures
Natural disasters (e.g., hurricanes, earthquakes, wildfires)
Manmade disruptions (e.g., civil unrest, mass transit outages, workplace violence)
Geopolitical events (e.g., war, political instability, sanctions-triggered disruptions)
Pandemic or public health crises
Infrastructure outages (e.g., power, telecommunications, water supply)
The role will build a resilient culture through a proactive, risk-informed approach that integrates cross-functional crisis response, regulatory compliance, real-time command and control, and continuous improvement. The VP will serve as a senior escalation point for major incidents, lead the regional crisis response for significant incidents, and escalate where needed to the firmwide crisis governance forums.
The role reports directly to the Head of Resilience Management for the Americas and works closely with stakeholders across Technology, Risk, Cybersecurity, Legal, Communications, and Regulatory Affairs to embed a culture of resilience and readiness.
Key Responsibilities
Strategic Leadership
Develop and lead a crisis and incident management strategy aligned to the bank's operational resilience framework and key business services.
Translate regulatory expectations (e.g., FFIEC, DORA, OCC, PRA) into actionable, risk-informed response strategies.
Establish and manage governance forums and escalation protocols for crisis and incident oversight.
Support the definition and testing of impact tolerances and maximum tolerable downtimes (MTD/MTLD) in partnership with Operational Resiliency Testing Lead, Business, and Technology stakeholders.
Incident Response and Crisis Management
Act as the lead coordinator during regional crises, ensuring structured, timely, and effective command, control, and communications.
Maintain and continuously improve incident response plans, escalation playbooks, crisis decision trees, and communication protocols.
Ensure that major incidents-including those involving third parties and cyber events-are managed in line with regulatory requirements.
Integrate internal communications tools and channels into a unified communications strategy.
Maintain and operate an auditable major incident log, with clear decision documentation, timelines, and actions taken.
Process and Technology Optimization
Drive optimization of incident response processes using data analytics, metrics and automation opportunities.
Ensure response tooling (e.g., incident management platforms, emergency notifications) is current, well-trained on, and continuously improved.
Partner with Cyber, Technology, and Ops teams to align response processes and eliminate gaps in cross-domain coordination.
Regulatory Compliance and Audit Readiness
Ensure full compliance with FFIEC, DORA, OCC, PRA
Lead regulatory and internal/external audit preparation, ensuring crisis and incident management capabilities are evidenced through documentation, logs, post-incident reviews, and impact tolerance testing results.
Integrate third-party and cyber risk response coordination into incident response playbooks, ensuring vendor engagement and joint response capabilities are embedded and tested.
Conduct formal Root Cause Analysis (RCA) and post-incident reviews, identifying systemic issues and implementing corrective actions.
Team Leadership and Development
Lead and mentor a high-performing team of crisis and incident managers, driving a culture of excellence, continuous learning, and cross-functional collaboration.
Develop training programs for crisis response teams and executive stakeholders, including annual crisis simulations, tabletop exercises, and cross-jurisdictional response testing.
Support team growth, succession planning, and skills development to future-proof the bank's resilience capabilities.
Core Competencies
Crisis Leadership
Demonstrated ability to lead complex incident response efforts across business, technology, cyber, and third-party domains.
Ability to manage multiple initiatives simultaneously, determine prioritization, and work under minimal supervision.
Strategic Vision
Ability to define and execute crisis and incident management programs aligned with regulatory and business objectives.
Ability to work at both a strategic and tactical level, focusing on the broader picture while driving execution.
Regulatory Acumen
Deep understanding of financial compliance requirements and regulatory frameworks, including FFIEC, DORA, PRA and OCC.
Operational Discipline
Skilled in developing response processes that are scalable, measurable, and auditable.
Influence & Communication
Strong ability to engage and influence executive leadership and cross-functional teams under pressure.
Continuous Improvement
Embeds lessons learned, metrics, and feedback loops into the resilience lifecycle.
Soft Skills & Leadership
Strong leadership and project management skills.
Excellent communication and stakeholder management skills, with the ability to influence technical and non-technical teams.
Analytical mindset with a proactive approach to problem-solving and risk mitigation.
Ability to thrive in a fast-paced, high-stakes environment with competing priorities
Comfortable working in a highly global, diverse, and hybrid (office and virtual) work environment
Strong communication and documentation skills.
Experience Essential
Minimum 10+ years of experience in crisis/incident management, operational resilience, or business continuity.
Experience leading cross-border incident response and regulatory engagement
Experience Desirable
At least 3 years of experience in a senior leadership role within the banking or financial services industry.
Education Essential
Bachelor's degree in Risk Management, Information Technology, Business Continuity, or a related field.
Education Desirable
Advanced degree (MBA, MS) is strongly preferred.
Relevant industry certifications (CBCP, MBCI, CRISC, CISM, ITIL, or Certified Incident Manager) are strongly preferred.
Required Skills
Technical Knowledge: Strong knowledge with incident management technologies such as notification tools, risk intelligence and analysis, etc.
Incident Management Frameworks: Deep understanding of frameworks such as NIST, FFIEC, DORA, PRA, OCC, etc.
Policy and Procedure Development: Proficiency in drafting and enforcing policies, procedures, and playbooks.
Desired Skills
Automation and AI-based incident response triggers
Advanced dashboarding and incident trend analysis
Investment Principal
New York, NY jobs
The Investment Principal on the Client CIO team located in New York will oversee multi-asset class client portfolios. As a growing firm, we seek new team members who are dynamic and comfortable working in a fast-paced and collaborative environment.
Client Portfolio Management (Primary Focus): The Investment Principal will serve as the Chief Investment Officer (CIO) for their clients, with end-to-end management responsibility for the investment process of client portfolios. Key responsibilities include:
Investment Strategy Development & Bespoke Portfolio Management: Leveraging insights from the Firm's Central Research Team and Asset Class teams to design multi-asset class portfolio for clients, subject to client-specific constraints including (but not limited to) risk budget, liquidity and spending needs.
Client-Facing Responsibilities: Investment Principals are key day-to-day contacts for clients, across regular portfolio review meetings and ongoing portfolio dialogue. Maintaining open dialogue with clients and responding to ad-hoc requests related to, for example: external investment opportunities, charitable giving and/or estate planning.
Meeting Preparation: Directing the agenda and supporting materials for client update meetings across portfolio, performance and market / macroeconomic topics. Leading meeting discussions and responding to client questions regarding investment strategy.
Team Leadership & Development: Managing, developing and mentoring junior team members who will support the Investment Principal in their range of responsibilities.
Other (Secondary Focus): As with all other members of the Firm, the Investment Principal will take on other activities and projects that contribute to the success of the business. Examples may include: recruiting and training junior members of the team, working with our internal DEI council and business associates, and/or assisting with business development.
Key responsibilities will be regularly assessed and are subject to change from time to time based on the needs of the business. The individual may be required to work overtime as needed.
Additional responsibilities include:
Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team.
Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels.
Qualifications / Attributes
Deep understanding and active passion for investing and markets
8+ years' experience in a professional services role (e.g., management consulting, investment banking, or asset management). Experience in a related field (e.g., endowment / family office portfolio management, investment consultancy) is a plus
Undergraduate degree with a strong track record of academic achievement. Advanced degree (e.g., MBA) or professional certification (e.g., CFA, CAIA) is a plus
Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
Strong quantitative skills and detail-orientation
Excellent problem-solving and interpersonal skills
Ability to thrive in a collaborative working environment
High intellectual curiosity and willingness to contribute to the overall success of the business
Experience mentoring, training and leading junior team members
Benefits
Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits, and a flexible “results-focused” working model. Our benefits package includes medical, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, commuter benefits, paid time off and a 401(k) plan with employer matching. The Firm also supports global philanthropy via a charity program and volunteer day. In addition, we champion a variety of wellness and social events.
New York requires Partners Capital to include a reasonable estimate of the base salary range for this role. This base salary range is specific to individuals applying to work in our New York office and takes into account a number of factors. A reasonable estimate of the base salary range for this role in New York is $160,000 - $210,000. The base salary offered will be determined on factors such as experience, skills, training, certifications, and education. Decisions will be determined on a case-by-case basis.
The base salary is one element of our competitive compensation package. In addition to the base salary, this position may be eligible for performance-based incentives and our profit share program.
Further information about Partners Capital is available on our website *********************
For all California residents, please click here to view the Partners Capital California Applicant Privacy Notice
Application Management Services (AMS) Director
Chicago, IL jobs
About Us
Impact Advisors, LLC is a nationally recognized healthcare management consulting firm delivering Best in KLAS advisory, implementation, and optimization services. We are driven by a commitment to exceed client expectations and are proud to be a trusted partner to many of the nation's leading healthcare organizations. Our mission to drive patient-centered, value-driven outcomes has earned us prestigious industry accolades. To learn more about us, visit ************************
Job Summary
The Application Managed Services Director is responsible for the strategy, oversight, and management of the delivery of EHR application support services at Impact Advisors. This person will lead our Quality Center of Excellence, oversee reporting and metrics, develop our tech-forward strategy, and ensure adherence to IT Service Management (ITSM) best practices and SLAs while driving continuous improvement in service quality.
Key Responsibilities
Service Delivery Management & Reporting
Oversee the end-to-end delivery of IT services to clients, ensuring SLAs (Service Level Agreements), OLAs (Operational Level Agreements), and KPIs (Key Performance Indicators) are consistently met or exceeded across all clients.
Work with engagement leaders to understand client reporting requirements.
Monitor and audit processes to ensure compliance with internal and external standards.
Direct developers on the development and maintenance of reports for internal purposes and client presentations.
Report Service Delivery trends regularly to AMS leaders and managers for follow up, training, and communication.
Participate in onboarding new clients and advise on best practices for ITIL and workflows balancing firm and client interests.
Lead or collaborate on the development of new service offerings as they integrate with service delivery management.
Quality Center of Excellence
In partnership with AMS Leaders, develop and operate an industry leading quality management framework to monitor and improve service delivery across multiple clients.
Conduct root cause analysis (RCA) for major incidents and recurring issues, driving corrective actions and preventive measures.
Lead continuous service improvement initiatives to enhance service quality and client satisfaction.
Gather feedback through surveys, meetings, and other channels to identify areas for improvement.
Drive the adoption of technology, automation, and other best practices to improve service efficiency and reduce manual intervention.
Client Relationship & Communication
Support engagement leaders in conducting regular service review meetings with clients to discuss performance, improvements, and future service needs.
Provide timely and transparent communication on service status, incidents, and planned changes.
Prepare and present service performance reports, highlighting trends, risks, and opportunities for improvement.
Manage client expectations and ensure alignment between service delivery and business objectives.
Team Leadership & Collaboration
Lead and mentor a team of engagement leaders and service delivery professionals, fostering a culture of accountability and continuous learning.
Collaborate with business development and engagement leaders to identify opportunities for service expansion and upselling.
Coordinate with external vendors and partners to ensure seamless integration and delivery of services.
Promote a customer-first mindset across the organization, emphasizing the importance of quality and service excellence.
Qualifications
Education & Experience
Bachelor's degree in Information Technology, Business Administration, or a related field (Master's degree preferred).
7+ years of experience in IT Service Management or Service Delivery, preferably within a Managed Service Provider (MSP) or IT outsourcing environment.
Proven experience managing client relationships and delivering IT services aligned with ITIL best practices for large organizations.
Skills & Competencies
Strong knowledge of ITIL frameworks (ITIL 4 certification preferred).
Experience with ITSM tools (e.g., ServiceNow, BMC Remedy, or similar).
Strong Technology and platform integration skills (AI, chatbots, automation tools, Microsoft Copilot).
Strong reporting skills, (Power BI or similar business intelligence tools)
Excellent problem-solving, analytical, and decision-making skills.
Exceptional communication and interpersonal skills, with the ability to manage client relationships and lead cross-functional teams.
Strong project management skills, with the ability to handle multiple priorities and deadlines.
Experience with quality management frameworks (e.g., ISO 9001), process improvement (Lean Six Sigma), etc.
Key Performance Indicators (KPIs)
SLA and OLA compliance rates
Customer satisfaction (CSAT) and Net Promoter Score (NPS)
Incident resolution and change implementation times
Quality audit scores and process compliance rates
Implementation of technical innovations to improve quality or efficiency
Additional Information
Ability to travel to client sites, as needed.
Work schedule is typically M-F.
This role reports to the Managed Services VP.
At Impact Advisors, we prioritize transparency and equity in our compensation practices. This role has a salary range of $150,000 - $190,000 and may also be eligible for an annual bonus. This range accounts for various factors, including skills, experience, training, certifications, and organizational needs.
Our People and Culture
At Impact Advisors, we cultivate a caring, fun, honest, and autonomous work environment. Our success stems from our associates' dedication and a shared mission to create a “Positive Impact.” We embrace diversity and inclusion, fostering an environment where all employees feel valued and empowered.
Join Impact Advisors and make a real difference in healthcare.
Director of Business Operations
New York, NY jobs
Are you ready to join Connecticut Innovation's vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut's strategic venture capital arm, and we are passionate about serving our portfolio of 220+ companies across various industries, with strengths in life sciences, technology, and climate tech.
Come join Curacity: Hotel marketing software that turns media into revenue!!
Position: Director of Business Operations
Reports to: SVP Business Operations
Location: New York, NY (Hybrid - in the office Tuesday, Wednesday, Thursday)
About Curacity
Curacity is the leading media brand network driving measurable revenue for luxury and lifestyle hotels through brand-elevating exposure to high-value travelers. Leveraging proprietary technology and first-party data through partnerships with top travel publications like AFAR and Travel+Leisure, our platform delivers validated 10×-20× ROI. Named among Inc. 5000's Top 20 Travel & Hospitality Companies and Digiday's Best Content Marketing Platform of 2024, Curacity is headquartered in New York and Stamford, CT.
Position Overview
We are seeking an experienced Director of Business Operations to lead our internal initiatives and facilitate continued growth through strategic operations and process management. This role will be instrumental in optimizing our internal processes and technology ecosystem while ensuring seamless integration with our proprietary hospitality technology platform. The ideal candidate will combine deep technical expertise in operational technologies, a proven track record of establishing scalable, resource-efficient processes and strong leadership skills with a passion for the hospitality industry.
Key Responsibilities
Strategic Leadership
Develop and execute comprehensive business operations strategy to improve Efficiency Metrics (time to activation, time to first content, time to payment) by 10%
Coordinate with product, tech/engineering, sales, and customer success teams to optimize systems performance and consistency
Drive innovation, including AI, in our infrastructure to become more scalable, repeatable, and sophisticated, including process automation.
Technical Operations Management
Oversee end-to-end ad campaign management including trafficking/account setup, process optimization, troubleshooting and problem resolution and reporting
Maintain a mastery of our internal tools and systems, including our CRM, Customer Support/Ticketing systems, project management and internal reporting/analytics platforms
Ensure accurate, scalable data processing, reporting and billing processes across all customers
Establish and maintain a system of regular process/technology audits to ensure compliance with all internal and external SLAs and customer commitments
Proactively identify and implement process and technology improvements to provide outstanding experiences and outcomes for our hospitality customers and distribution/content partners
Lead the implementation of new products and services as defined by our leadership team
Ensure the timely and satisfactory resolution of any customer issues or escalations as identified by the Sales or Customer Success teams
Team Leadership & Development
Build and manage a high-performing team including platform ops specialists, data processing personnel and billing analysts
Mentor team members on hospitality industry best practices and emerging technologies
Foster a culture of continuous improvement and data-driven decision making
Client & Revenue Focus
Partner with Sales, Product, Distribution, Strategy and Customer Success teams to support new business opportunities and client retention initiatives
Develop robust platform operations processes that enhance client experience and drive account growth
Create and present performance reports and strategic recommendations to hospitality clients and internal stakeholders
Required Qualifications
Bachelor's degree in Marketing, Business, Economics, Engineering, or related field
6+ years of experience in digital advertising operations with 3+ years in leadership roles
Proven expertise with major CRM and operations platforms (Hubspot, ChurnZero, etc.)
Experience with hospitality, travel, or advertising technology preferred
Strong understanding of hotel technology space
Excellent analytical skills with proficiency in data analysis tools and SQL
Outstanding communication and presentation skills with ability to translate technical concepts for non-technical stakeholders
Preferred Qualifications
Experience scaling operations at high-growth technology companies
Knowledge of hospitality industry dynamics, booking funnels, and guest journey optimization
Background with hotel PMS systems, booking engines, or hospitality technology platforms
Certifications in Google Ad Manager, programmatic platforms, or relevant ad tech tools
Experience with privacy regulations (GDPR, CCPA) and their impact on hospitality advertising
Why Curacity?
You'll join an award-winning, fast-growing team at the intersection of luxury travel and cutting-edge adtech, with the opportunity to shape the future of hospitality marketing.
What We Offer
Equity: Stock options are offered to all full-time employees
Healthcare: Comprehensive medical and dental insurance plans, long-term disability policy, generous company contribution
Retirement: 401(k) match - up to 4% of your total compensation matched dollar-for-dollar (US-based employees)
Flexibility: Hybrid Work for NYC-Based Roles: Virtual (2 Days); In-office (3 Days); Multiple “work from anywhere” periods/year
PTO: 15 personal days, in addition to 10+ public holiday closure dates
Wellness: $100 monthly stipend for health and wellness related activities
Recognition: Birthday, anniversary, and other every-day surprises and gifts to recognize the hard work of our team members
Culture: Casual, collaborative (and dog friendly!) work environment in the heart of Flatiron with CWJ cold brew on tap
Equal Opportunity
Curacity is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive team and do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law.
We encourage candidates of all backgrounds to apply, and we provide reasonable accommodations during the hiring process for individuals with disabilities, upon request.
Director, Member Success Partner--West Region
Los Angeles, CA jobs
About the Company
Renaissance Alliance Insurance Services is a leading technology-enabled financial services company aspiring to become the premier provider of business services, technology enablement, and risk transfer relationships to independent insurance agencies serving the US Property & Casualty insurance industry. Our company continues expanding capabilities to serve our clients across the US and we have increased our insurance premium under management from $1.3B to $5.8B with a combination of organic and inorganic growth strategies.
We are seeking a Director, Member Success Partner--West Region, who will serve our member agents by partnering with them to increase utilization of our platform including all products and services of the firm. The ideal candidate is someone with a passion to support clients in a fast-paced, high-growth environment.
About the Role
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: Builds strong relationships with member agency principals and their teams to increase member engagement and platform utilization as the primary liaison between member agencies and Renaissance.
Responsibilities
Lead key interactions with member agents such as delivering Partnership Reviews and conducting agency-carrier planning process.
Partner with Renaissance team members in addressing and resolving issues in the platform.
Serve as host at Renaissance events, encouraging member attendance and participation.
Attend professional association, carrier, and industry educational and networking meetings as appropriate.
Qualifications
Bachelor's degree or equivalent in years of experience and training.
Minimum five years of agency focused property and casualty insurance industry experience with an insurance company and/or insurance agency preferred with an advanced understanding of P&C product lines, market and industry trends, and federal/state regulations to design and execute growth initiatives and optimize agency services.
Required Skills
Good understanding of how agencies and carriers work together.
Excellent organizational skills to simultaneously manage several projects, provide successful outcomes, and accurately document all activity in a timely manner.
Confidently and effectively communicates with a professional demeanor through oral and written means with a diverse range of individuals both internally and externally.
Responsive to clients' needs and fosters a positive experience through a clear understanding of a client's situation, perception, and expectation.
Relational-- exhibits a confident demeanor, a positive attitude, and genuine friendliness. Is honest, respectful, considerate, empathetic, and approachable.
Adaptable--ability to be flexible and adjust to new or changing priorities and situations.
Resilient-- self-assured, enthusiastic, and determined to overcome obstacles and challenges to reach goals and exceed expectations.
Problem Solver--capable of identifying current and potential situations, use analytical thinking to consider all factors, and implement effective solutions.
Knowledge of Microsoft Office applications required including Teams, Excel and PowerPoint and social media platforms such as LinkedIn.
Knowledge of agency management systems such as Vertafore AMS360, Applied Epic, EZLynx and Hawksoft is a plus.
Valid driver's license and satisfactory driving record.
Must be able to travel (including overnight travel) in response to member needs and attend functions including Renaissance and member networking functions.
Pay range and compensation package
Salary up to $130K
Annual discretionary bonus target: 20% of annual base salary
Competitive benefits package
Equal Opportunity Statement
Renaissance Alliance Insurance Services, LLC 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, parental status, pregnancy, political affiliation, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.
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Vice President, Branch Manager - Private Wealth Services- Westlake, TX
Roanoke, TX jobs
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Charles Schwab Branch Managers have responsibility for increasing the branch office's revenues while expanding the client base. In this position, you will work closely with your team of Senior Wealth Consultants and Wealth Consultants both in implementing firm wide sales strategies and in developing strategies at the community level.
As the leader of a Charles Schwab Branch, you will inspire the sales professional team and Client Service professionals as they provide investment guidance and support to clients primarily through face-to-face meetings. Unlike any other job at Charles Schwab, the Branch Manager is the most critical role at the local market level, providing the service, advice, and leadership that have made us the force we are today.
Your typical day would include sales coaching and sales process management, development of branch team with effective training and performance management, client presentations with your sales team, analysis of performance data for trends and actions, interviewing prospective employees, collaborating with business partners sharing of the best methods and performing the compliance and administrative tasks inherent in our industry.
We believe that our values have helped us to build both a successful business model and an extraordinary work environment. We value teamwork, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career at Charles Schwab.
What you have
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Bachelor's degree or equivalent or equivalent work related experience
Active and valid FINRA Series 7 license is required
Active and valid FINRA Series 9/10 license is required (may be obtained within a 120 day condition of employment)
Active and valid FINRA Series 66 (63/65) license is required
Active and valid Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
A valid and active FINRA Series 24 is preferred
Additional designations are preferred: CFP, CFA, CIMA, and/or AAMS
Demonstrated leadership, management and motivational skills
A minimum of 5 years in the financial services industry
A minimum of 4 years in a sales leadership/management capacity
A desire to lead, a passion for sales management, and a deep commitment to client service
Shown success in establishing quality cross enterprise partnerships
Comprehensive industry and investment knowledge
Excellent communication skills and a track record of success in sales, sales leadership, and overall leadership
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Director, General Lines (Commercial Insurance Sales)
Chesapeake, VA jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
Are you a proven sales leader with a passion for achieving results and building high-performance teams? We are seeking a dedicated Director to lead a large-scale, multi-carrier contact center team serving businesses across all 50 states.
In this role, you'll provide effective coaching and support to a team of General Lines Managers and Agents with advanced knowledge of Commercial Lines Products. You'll champion a competitive sales culture focused on revenue growth, premium expansion, and multiline effectiveness. You'll also own full-funnel sales execution - managing inbound opportunities and outbound follow-ups - while demonstrating deep industry expertise to deliver exceptional outcomes. If you thrive in a fast-paced environment, excel at scoreboarding and coaching, and have a track record of exceeding high-reaching sales targets, this is your opportunity to shape the future of our commercial insurance distribution.
This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site 4 days per week.
What you'll do:
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Leads a team of managers to provide Commercial Lines needs assessment while employing industry knowledge of products and specialized coverages delivered through multiple Agency alliance carriers and broker markets
Supports achievement of business objectives including compliance and regulatory action, revenue/growth targets, call center performance and product performance through effective management.
Uses knowledge of carrier relationships, systems, sales process, and underwriting practices in a multi-carrier environment, positioning department for success.
Leads transnational change in the commercial operational team.
Develops and implement sales culture while maintaining service excellence.
Maintains high degree of General Lines industry expertise and knowledge of business segment and industry trends to facilitate and support the technical and interpersonal skills development of manager direct reports and their teams.
Responsible for achievement of business objectives including compliance and regulatory action, revenue/growth targets, call center performance and product performance through effective management.
Collaborates with internal and external partners (alliance carrier underwriting, product management) to ensure quality submissions and appropriate coverage.
Reviews key reporting results to include process adherence escalations and exceptions.
Works with external carriers and partners, using knowledge of carrier relationships, systems, sales process, and underwriting practices in a multi-carrier environment, positioning department for success.
Builds and leads a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
8 years of insurance sales and service experience to include at least 4 years of High Value insurance experience, Commercial Lines Insurance, or Agency or Brokerage experience.
2 years of direct-to-consumer sales and service experience.
3 years of management or leadership experience.
2 years of Agency or Broker experience.
Understanding of Sales and Underwriting processes/practices.
Experience handling multiple carrier relationships and performance with the use of carrier systems and reporting capabilities.
Experience with Agency Management Systems.
Ability to work in dynamic and agile environment.
Ability to work in a multi-functional highly collaborative working group.
Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days.
What sets you apart:
Experience leading large-scale contact center operations (100+ agents) with hybrid/remote workforce management and full funnel ownership (inbound and outbound follow-up)
Deep expertise in multi-carrier commercial insurance sales, including operational alignment and relationship management with 20+ alliance carriers and broker markets
Comprehensive knowledge of commercial Business classification and multi-state regulatory compliance, ensuring quality submissions and appropriate coverage across all 50 states
Proficiency in contact center technology and CRM platforms, with a focus on optimizing sales workflows and agent productivity
Exceptional leadership skills, with experience leading larger groups of leaders and developing high-performing teams through recruiting, retention, and advanced coaching strategies
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $114,080 - $218,030.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyDirector, General Lines (Commercial Insurance Sales)
Plano, TX jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
Are you a proven sales leader with a passion for achieving results and building high-performance teams? We are seeking a dedicated Director to lead a large-scale, multi-carrier contact center team serving businesses across all 50 states.
In this role, you'll provide effective coaching and support to a team of General Lines Managers and Agents with advanced knowledge of Commercial Lines Products. You'll champion a competitive sales culture focused on revenue growth, premium expansion, and multiline effectiveness. You'll also own full-funnel sales execution - managing inbound opportunities and outbound follow-ups - while demonstrating deep industry expertise to deliver exceptional outcomes. If you thrive in a fast-paced environment, excel at scoreboarding and coaching, and have a track record of exceeding high-reaching sales targets, this is your opportunity to shape the future of our commercial insurance distribution.
This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site 4 days per week.
What you'll do:
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Leads a team of managers to provide Commercial Lines needs assessment while employing industry knowledge of products and specialized coverages delivered through multiple Agency alliance carriers and broker markets
Supports achievement of business objectives including compliance and regulatory action, revenue/growth targets, call center performance and product performance through effective management.
Uses knowledge of carrier relationships, systems, sales process, and underwriting practices in a multi-carrier environment, positioning department for success.
Leads transnational change in the commercial operational team.
Develops and implement sales culture while maintaining service excellence.
Maintains high degree of General Lines industry expertise and knowledge of business segment and industry trends to facilitate and support the technical and interpersonal skills development of manager direct reports and their teams.
Responsible for achievement of business objectives including compliance and regulatory action, revenue/growth targets, call center performance and product performance through effective management.
Collaborates with internal and external partners (alliance carrier underwriting, product management) to ensure quality submissions and appropriate coverage.
Reviews key reporting results to include process adherence escalations and exceptions.
Works with external carriers and partners, using knowledge of carrier relationships, systems, sales process, and underwriting practices in a multi-carrier environment, positioning department for success.
Builds and leads a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
8 years of insurance sales and service experience to include at least 4 years of High Value insurance experience, Commercial Lines Insurance, or Agency or Brokerage experience.
2 years of direct-to-consumer sales and service experience.
3 years of management or leadership experience.
2 years of Agency or Broker experience.
Understanding of Sales and Underwriting processes/practices.
Experience handling multiple carrier relationships and performance with the use of carrier systems and reporting capabilities.
Experience with Agency Management Systems.
Ability to work in dynamic and agile environment.
Ability to work in a multi-functional highly collaborative working group.
Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days.
What sets you apart:
Experience leading large-scale contact center operations (100+ agents) with hybrid/remote workforce management and full funnel ownership (inbound and outbound follow-up)
Deep expertise in multi-carrier commercial insurance sales, including operational alignment and relationship management with 20+ alliance carriers and broker markets
Comprehensive knowledge of commercial Business classification and multi-state regulatory compliance, ensuring quality submissions and appropriate coverage across all 50 states
Proficiency in contact center technology and CRM platforms, with a focus on optimizing sales workflows and agent productivity
Exceptional leadership skills, with experience leading larger groups of leaders and developing high-performing teams through recruiting, retention, and advanced coaching strategies
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $114,080 - $218,030.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyVice President Information Technology
Rochester, NY jobs
The Summit Federal Credit Union in Rochester, NY is a member-owned financial institution established in 1941. With close to $1.5 billion in assets and over 90,000 members across 15 branches in Western, Central, and Finger Lakes regions, The Summit offers accounts, loans, mortgages, investment products, and digital banking. Its mission focuses on accessible, personalized financial support, community involvement, and inclusivity.
The Summit Federal Credit Union is seeking a tech-oriented executive for Vice President of Information Technology. Reporting to the SVP of IT & Project Management, this hands-on role manages IT infrastructure, core systems, network administration, Symitar programming, enterprise apps, cloud environments, electronic communications, document and identity management. Duties include leading technical teams, ensuring secure/scalable operations, handling vendors, implementing security measures, and developing IT strategies and disaster recovery protocols.
The VP will architect solutions, tackle technical issues, and act as a senior resource during major incidents. Responsibilities also cover Microsoft 365 admin, managing integrations, change management, automation, service improvement, and regulatory compliance.
Information Security Responsibilities
Collaborate with Information Security Governance on audits, risk mitigation, and incident response.
Oversee and maintain security technologies (firewalls, IDS/IPS, endpoint protection, SIEM, MFA, vulnerability scans).
Manage patching, system hardening, access controls, and vendor coordination.
Supervise third-party providers for security monitoring and lead incident response when necessary.
Other Responsibilities
Keep abreast of tech trends and regulations.
Serve on committees and special projects.
Represent IT in meetings and build industry relationships.
Support AI and machine learning initiatives in line with strategic goals.
Attend board meetings and credit union events as needed.
Qualifications and Skills
Education & Experience
Bachelor's degree in IT or related field required.
7-10 years in IT, including 5+ years in leadership roles.
Strong expertise in network, server, application architecture, and troubleshooting.
Experience in enterprise infrastructure, integration, security controls, vendor management, and contract negotiation.
Financial services experience is preferred.
Knowledge/Skills/Abilities
Exceptional leadership, mentoring, and team-building abilities.
Excellent communication and collaboration skills.
Advanced knowledge of enterprise IT, Symitar/core banking systems, and integrations.
Analytical, problem-solving, and decision-making proficiency.
Skilled in Microsoft Office Suite and collaboration tools.
Understanding of IT compliance and information security standards.
Vice President/Treasury Management
Naperville, IL jobs
GreenState Credit Union Vice President/Treasury Management US-IL-Naperville Type: Exempt Full-Time # of Openings: 1 GreenState Credit Union
Works in collaboration with Commercial Relationship Managers on the sales and implementation of Treasury Management and Commercial Deposit Services and provides ongoing support for the business members.
GREENSTATE CULTURE:
At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.
Salary range for this position is $139,883.64 - $163,540.00 with a progressive benefit package.
Responsibilities
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change.
Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.
Demonstrates a positive member service (internal and external) focus at all times.
Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
Ensures confidentiality of member information.
Supports a diverse and inclusive work environment.
Composes and prepares confidential correspondence, reports, and other complex documents.
Sells treasury management products and services to GreenState Credit Union business members via a consultative selling process.
Works closely with the Business Members to fully complete agreements, set up forms, procedures, for Treasury Management Services for business members.
Creates and maintains database and spreadsheet files.
Acts as a Treasury Management and Commercial Deposit customer service contact for business members and employees.
Acts as the Account Analysis coordinator; reviews monthly reports to verify correct pricing.
Works collaboratively with Compliance, BSA, Fraud, Accounting, and deposit operations to adhere to all credit union policies and procedures and regulatory requirements for depository accounts and treasury management services.
Acts as a Merchant Credit Card Processing liaison between the GreenState Credit Union business members and Professional Solutions.
Provides ongoing relationship servicing with current business members to maintain goodwill and gain additional business.
Promotes and cross-sells other bank products and services as appropriate for the business members. Refers business members, owners or employees to other departments when appropriate.
Conducts Annual/Semi Annual Review with Treasury Management relationships.
Reviews exception pricing reports for accuracy.
Prepares and coordinates information for banking proposals.
Prepares cost comparisons for prospective customers.
Qualifications
Bachelor's degree (B. A.) in Business or Finance and four to five years banking experience or training, with a minimum of two years of treasury management experience, or equivalent combination of education and experience.
Work experience must demonstrate progressive levels of responsibility in a banking environment.
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence.
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
Ability to apply concepts of basic algebra and geometry.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
Ability to deal with problems involving several concrete variables in standardized situations.
Proficiency with related computer applications, spreadsheets, word processing, databaseapplications, and banking software packages.
Reporting Relationship
This position reports to the Senior Vice President/Treasury Management.
Supervisory Responsibilities
This position is not responsible for the supervision of others.
Equal Opportunity Employment Statement
GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #LI #ID
Compensation details: 139883.64-163540 Yearly Salary
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Auto-Apply