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)
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-ApplyChief Operating Officer (COO) - Mortgage Lending (REMOTE)
Houston, TX jobs
Description AmeriSave Mortgage Corporation is one of the nation's leading direct mortgage lenders, recognized for providing low rates, transparent pricing, and a streamlined, tech-driven customer experience. For over two decades, we've empowered homeowners and homebuyers through innovative financing solutions and an unwavering commitment to service excellence. As we continue to grow and evolve, we are seeking a strategic, forward-thinking Chief Operating Officer to join our executive leadership team and help shape the future of AmeriSave. Role OverviewThe Chief Operating Officer (COO) will be responsible for leading and optimizing the day-to-day operations of the company, ensuring alignment with our strategic vision and business goals. Reporting directly to the Chief Executive Officer (CEO), the COO will provide leadership across multiple functional areas, including loan origination operations, servicing, compliance, technology, and customer support. The ideal candidate will possess deep industry knowledge, a proven track record of operational excellence, and strong leadership skills. Key Responsibilities
Operational Strategy & Execution
Develop and implement operational strategies, policies, and procedures that align with AmeriSave's mission, vision, and long-term objectives.
Streamline processes to maximize efficiency, scalability, and profitability while maintaining a customer-centric approach.
Leadership & Team Management
Lead, mentor, and build high-performing teams across various functional areas, fostering a culture of collaboration, accountability, and continuous improvement.
Identify and address skill gaps, promote professional development, and champion diversity, equity, and inclusion initiatives.
Financial & Performance Management
Oversee operational budgets, cost management, and resource allocation to meet financial targets and drive business growth.
Establish and monitor Key Performance Indicators (KPIs) to measure organizational effectiveness and guide decision-making.
Regulatory Compliance & Risk Management
Ensure strict compliance with all regulatory requirements and industry standards, implementing robust risk management practices.
Collaborate with legal, compliance, and audit teams to maintain transparent governance and mitigate potential exposures.
Technology & Innovation
Partner with the Chief Information Officer (CIO) and technical teams to implement and enhance cutting-edge technologies that support a seamless loan origination and servicing platform.
Champion process automation and digital transformation to enhance customer experience, reduce costs, and improve turnaround times.
Cross-Functional Collaboration
Collaborate with Sales, Marketing, Finance, and other executive stakeholders to align operational priorities with overall business objectives.
Qualifications & Experience
Education
Bachelor's degree in Business, Finance, Operations Management, or a related field (MBA or advanced degree preferred).
Professional Experience
Minimum of 10 years of senior leadership experience in the mortgage or financial services industry, with a deep understanding of loan origination, servicing, and regulatory frameworks.
Proven track record of driving operational excellence, scaling teams, and implementing strategic initiatives in a fast-paced, highly regulated environment.
Demonstrated success in managing cross-functional teams and delivering on ambitious performance targets.
Skills & Competencies
Exceptional leadership, communication, and interpersonal skills, with the ability to inspire and motivate diverse teams.
Strong analytical mindset with a data-driven approach to problem-solving and decision-making.
Excellent organizational and project management skills, with the ability to prioritize and execute multiple initiatives simultaneously.
High level of integrity and business ethics, embodying AmeriSave's commitment to customer advocacy and compliance.
What We Offer
Competitive Compensation & Benefits
Attractive executive compensation package, including base salary and performance-based incentives.
Comprehensive health, dental, vision, and retirement plans.
Professional Growth
Access to ongoing leadership development, mentorship programs, and industry conferences to support continuous learning.
An opportunity to influence the strategic direction of a dynamic, rapidly growing organization.**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation. ** Compensation: Annual compensation range for this position is $350,000 - $1M. Compensation commensurate with experience. Benefits:
401(k)
Dental insurance
Disability insurance
Employee discounts
Health insurance
Life insurance
Paid time off
12 paid holidays per year
Paid training
Referral program
Vision insurance
AmeriSave is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
California Consumer Privacy Act Disclosure Acknowledgment
Employment Applicants, New Hires, and Employees Residing in California
AmeriSave Mortgage Corporation's Privacy Policy Statement (“Policy”) can be reviewed here: ******************************** AmeriSave Mortgage Corporation's California Consumer Privacy Act (“CCPA”) Recruitment Disclosure can be reviewed here: ****************************************************** When AmeriSave's Human Resources Department makes future requests for personal information, the same Policy is applicable. By applying, you understand this acknowledgment covers current and future personal information requests. You also acknowledge the business purpose of the personal information collected and that future requests may occur while applying for a position at AmeriSave and/or during employment, if applicable.
Auto-ApplyVP, Cyber Security
Plano, TX jobs
Responsible for maintaining a strong cybersecurity posture and accountable for the security of loan Depot's information systems. Oversees application, identity, infrastructure, and network security architecture, engineering, and operations functions. This role must be highly knowledgeable in cyber security threats and protective capability landscape and able to translate this knowledge to develop and maintain applicable policies, standards, audits, tests, and procedures. Assures the protection of corporate information from unauthorized access, disclosure, interruption or alteration in order to maintain the integrity, availability, and reliability of information.
Responsibilities:
* Develops, implements, and monitors a strategic, comprehensive enterprise information security program to ensure the integrity, confidentiality, and availability of information is owned, controlled, or processed by the organization.
* Oversees the architecture and engineering of security safeguards, including people, processes, and technologies.
* Oversees the identity and access management and security operations functions.
* Develops, maintains, and publishes up-to-date information security policies, standards, and guidelines.
* Develops and manages information security budgets.
* Develops and enhances an information security management framework based on, but not limited to: the International Organization for Standardization (ISO) 2700X, ITIL, COBIT/Risk IT and National Institute of Standards and Technology (NIST), Sarbanes-Oxley Act (SOX), Payment Card Industry Data Security Standards (PCI DSS), and Personally Identifiable Information (PII).
* Ensures security programs are in compliance with relevant contracts, laws, regulations, and policies to minimize or eliminate risk and audit findings.
* Collaborates with internal leaders to develop and implement a comprehensive global cyber security strategy and effective enterprise-wide security programs.
* Represents the organization in external engagements and industry participation.
* Performs other duties and projects as assigned.
Requirements:
* Knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position.
* Demonstrated understanding of the relevance of information security incidents and events to protect customer data, corporate assets, intellectual property, and regulated data.
* In-depth experience with ethical testing and social engineering vulnerability analysis and process design to harden the enterprise.
* Strong understanding of the review process of third-party vendor platforms for compliance with security controls.
* Comprehensive understanding of top-to-bottom product/software and data systems security roadmap, which covers all application/architecture security design as well as tool and services.
* Strong project management, financial/budget management, scheduling and resource management skills.
* Ability to support an environment and projects that may require irregular or long working hours, such as to support the team through maintenance windows for planned upgrades and project milestones and handle escalations of security concerns outside of normal working hours to address urgent situations.
* Ability to provide consultation and expert advice to management.
* Experience in the Mortgage industry preferred.
* Experience with information system technology including testing, auditing, risk analysis, and contingency planning required.
* Comprehensive understanding of Security Methodologies required.
* Possible certification requirements include: Certified Information Systems Professional (CISSP), Certified Information Security Manager (CISM), Certified Information Systems Auditor (CISA).
* Minimum eight (8) + years of management experience leading and motivating cross-functional, interdisciplinary teams to achieve tactical and strategic goals required.
* Bachelor's Degree in Information Technology, Mathematics, Business, Engineering, or related field preferred and a minimum of fifteen (15) + years' progressive technical and information security leadership experience.
Why work for #teamloan Depot:
* Work with other passionate, purposeful, and customer-centric team members
* Aggressive earning potential with good career growth
* Inclusive, diverse, and collaborative culture where people from all backgrounds can thrive
* Extensive internal growth and professional development opportunities including tuition reimbursement
* Comprehensive benefits package including Medical/Dental/Vision
* Wellness program to support both mental and physical health
* Generous paid time off options to support work-life balance
About loan Depot:
loan Depot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loan Depot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, as the nation's second largest non-bank retail mortgage lender, loan Depot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loan Depot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts.
Base pay is one part of our total compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within a role. The base pay for this role is between $186,0000 and $256,000. Your base pay will depend on multiple individualized factors, including your job-related knowledge/skills, qualifications, experience, and market location.
We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status
Auto-ApplyVP Lending
Longview, TX jobs
CAREER OPPORTUNITY
Title: Vice President Lending
COMPANY PROFILE: Legacy Ag Credit, ACA is a full-service, locally owned cooperative lender specializing in financing rural land and agricultural operations in Northeast Texas. We are headquartered in Sulphur Springs and currently have five (5) offices conveniently located across the northeastern region of Texas in Sulphur Springs, Canton, Gilmer, Terrell, and Longview, and are excited to be in the process of opening an office location in Marshall. Part of the Farm Credit System, we provide financing for farms, timberland, recreational property, agribusinesses, and rural homes.
EDUCATION AND EXPERIENCE REQUIREMENTS: Bachelor's degree in Business Administration, Finance, Agricultural, Economics, or a related field, or equivalent experience and five (5) to seven (7) years or progressively responsible banking or related agricultural lending experience, including at least one (1) year in a supervisory and/or Management position.
JOB PURPOSE AND SCOPE: Manages the overall functions of a medium to large-sized branch office including credit quality, loan servicing, business development, and personnel administration. Has a high level of delegated authority and some supervisory responsibility, but a majority of duties are related to loan making. Has considerable latitude for decision making in the implementation of association goals.
ESSENTIAL FUNCTIONS:
Responsible for goals and objectives for the assigned branch office and its employees and delegates authority as appropriate to carry out the goals and objectives. Motivates, evaluates, and provides training for branch office employees. Consults with upper management concerning staffing needs.
Promotes the association by maintaining good public and member relations.
Generates new loan business, services existing loans, and manages the loan portfolio of assigned office. Completes loan analyses within the guidelines and policies of the association. Processes and approves loan requests within the limits of delegated authority and in accordance with association guidelines. Prepares and submits loan requests that exceed delegated lending authority to the appropriate management level along with recommendation for approval or rejection.
Ensures that all assigned loans are properly risk rated, assigned loss given defaults are correct and performance status assignments are proper.
Complies with proper credit administration practices as outlined in the association's policies and procedures.
Determines the eligibility and scope of financing for all new loans and ensures verification of assets and liabilities. Secures background and credit history on new loans, repeat loans and renewals. Provides for evaluation of loan collateral in accordance with association policies and procedures. Ensures proper lien perfection on all collateral.
Maintains awareness of agricultural trends and business activity, FCA regulations, and legal obligations. Ensures branch office operations comply with applicable policies, regulations, and laws. Prepares reports as required by association management, the Board of Directors, and regulatory bodies.
Coordinates the implementation of advertising and marketing programs.
Performs collections and management of branch offices, adverse assets including acquired property as required to minimize potential loss to the association's acquired property as required.
Responsible for day-to-day operations of the branch.
SKILL REQUIREMENTS: Specialized knowledge of banking administration and accounting policies, procedures, reports, guidelines, and banking regulations. Specialized knowledge of financial analysis and asset/liability management. General knowledge of accounting/financial systems. Specialized knowledge of accounting/finance principles. Skill in oral and written communication. Intermediate skill level in Microsoft Office applications. Ability to perform intermediate-level accounting/financial analyses.
BENEFITS:
Our comprehensive benefit program includes, but is not limited to:
An outstanding company-wide incentive program
Accommodating and flexible vacation and sick leave
10-12 paid holidays per year
401(k) plan with up to a 9% employer contribution/match
Affordable health, dental, and vision plans
Employer paid life insurance and disability
Tuition reimbursement
TO APPLY:
If you are interested in this exciting opportunity to be a part of an office start-up in Marshall, Texas, and meet the minimum requirements for this position, please send your resume to:
Legacy Ag Credit, ACA
ATTN: Sherry Sturgis, Senior Vice President/Chief Administrative Officer
303 Connally
Sulphur Springs, TX 75482
****************************
AA/EOE/M/F/D/V
Auto-ApplyVP Lending
Gilmer, TX jobs
CAREER OPPORTUNITY
Title: Vice President Lending
COMPANY PROFILE: Legacy Ag Credit, ACA is a full-service, locally owned cooperative lender specializing in financing rural land and agricultural operations in Northeast Texas. We are headquartered in Sulphur Springs and currently have five (5) offices conveniently located across the northeastern region of Texas in Sulphur Springs, Canton, Gilmer, Terrell, and Longview, and are excited to be in the process of opening an office location in Marshall. Part of the Farm Credit System, we provide financing for farms, timberland, recreational property, agribusinesses, and rural homes.
EDUCATION AND EXPERIENCE REQUIREMENTS: Bachelor's degree in Business Administration, Finance, Agricultural, Economics, or a related field, or equivalent experience and five (5) to seven (7) years of progressively responsible banking or related agricultural lending experience.
JOB PURPOSE AND SCOPE: Manages the overall functions of a medium to large-sized branch office including credit quality, loan servicing, business development, and personnel administration. Has a high level of delegated authority and some supervisory responsibility, but a majority of duties are related to loan making. Has considerable latitude for decision making in the implementation of association goals.
ESSENTIAL FUNCTIONS:
Responsible for goals and objectives for the assigned branch office and its employees and delegates authority as appropriate to carry out the goals and objectives. Motivates, evaluates, and provides training for branch office employees. Consults with upper management concerning staffing needs.
Promotes the association by maintaining good public and member relations.
Generates new loan business, services existing loans, and manages the loan portfolio of assigned office. Completes loan analyses within the guidelines and policies of the association. Processes and approves loan requests within the limits of delegated authority and in accordance with association guidelines. Prepares and submits loan requests that exceed delegated lending authority to the appropriate management level along with recommendation for approval or rejection.
Ensures that all assigned loans are properly risk rated, assigned loss given defaults are correct and performance status assignments are proper.
Complies with proper credit administration practices as outlined in the association's policies and procedures.
Determines the eligibility and scope of financing for all new loans and ensures verification of assets and liabilities. Secures background and credit history on new loans, repeat loans and renewals. Provides for evaluation of loan collateral in accordance with association policies and procedures. Ensures proper lien perfection on all collateral.
Maintains awareness of agricultural trends and business activity, FCA regulations, and legal obligations. Ensures branch office operations comply with applicable policies, regulations, and laws. Prepares reports as required by association management, the Board of Directors, and regulatory bodies.
Coordinates the implementation of advertising and marketing programs.
Performs collections and management of branch offices, adverse assets including acquired property as required to minimize potential loss to the association's acquired property as required.
Responsible for day-to-day operations of the branch.
SKILL REQUIREMENTS: Specialized knowledge of banking administration and accounting policies, procedures, reports, guidelines, and banking regulations. Specialized knowledge of financial analysis and asset/liability management. General knowledge of accounting/financial systems. Specialized knowledge of accounting/finance principles. Skill in oral and written communication. Intermediate skill level in Microsoft Office applications. Ability to perform intermediate-level accounting/financial analyses.
BENEFITS:
Our comprehensive benefit program includes, but is not limited to:
An outstanding company-wide incentive program
Accommodating and flexible vacation and sick leave
10-12 paid holidays per year
401(k) plan with up to a 9% employer contribution/match
Affordable health, dental, and vision plans
Employer paid life insurance and disability
Tuition reimbursement
TO APPLY:
If you are interested in this exciting opportunity to be a part of an office start-up in Marshall, Texas, and meet the minimum requirements for this position, please send your resume to:
Legacy Ag Credit, ACA
ATTN: Sherry Sturgis, Senior Vice President/Chief Administrative Officer
303 Connally
Sulphur Springs, TX 75482
****************************
AA/EOE/M/F/D/V
Auto-ApplyVP Internal Audit
Carrollton, TX jobs
PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U.
S.
mortgage market.
At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture.
Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.
A Typical Day The Vice President Internal Audit contributes to the definition, administration and maintenance of policies, programs, and processes to evaluate and improve the effectiveness of internal controls to mitigate risk and promote compliance with financial reporting, GSE, and regulatory requirements.
As the VP Internal Audit, you will: Participate in the development and administration a 3-year rotational Internal Audit Plan Establish direction and focus of major audits Anticipate and provide solutions to the most complex findings/issues Define and evolve structure of reporting to meet internal and external requirements Work with business managers to administer ad hoc audits in accordance with company priorities Work with line managers to monitor recommendations and remediation Serve as liaison with external auditors Strategic Planning: Contribute to the development of business unit goals and action plans to anticipate and support the needs of a growth-oriented company Provide consultation on audit topics Governance: Maintain an informed perspective on organizational risks for influence of audit schedule, focus and remediation activities Report to the CFO, CEO or Board Audit Committee(s) regarding performance relative to the approved Internal Audit Plan and other matters Work with senior management to develop Policies and Procedures Maintain and publish status and exception management reporting Other: Allocate and coordinate resources and manage HR-related issues within the department Provides training and guidance to team members Completes special assignments necessary to support business strategy Demonstrates behaviors which are aligned with the organization's desired culture and values (ethics, trust, empathy, excellence, partnership, innovation) Fulfill on role-base compliance, personal skill and professional development requirements Adhere to company code of conduct and policies and procedure What You'll Bring CPA, CIA, or CISA preferred 10 years of industry experience In-depth knowledge of the firm's products and the investment management industry Broad understanding of technology's strategic role and impact Demonstrates expertise in a variety of the field's concepts, practices & procedures Relies on extensive experience & judgment to plan and accomplish goals General computer skills; including use of Microsoft Office Suite Project or Program Management professional Analytical - Synthesizes complex or diverse information; conceptualizes solutions Communication - Excellent communication skills with the ability to interact with all levels of leadership and think in a strategic manner.
Speaks and writes clearly and persuasively in positive or negative situations, demonstrates group presentation skills and conducts meetings.
Capable or representing and presenting all aspects of the business to investors and the senior leadership of the company Judgment - Displays willingness to make decisions, exhibits sound and accurate judgment and makes timely decisions Leadership - Establishes credibility and displays self confidence that earns organizational trust.
Ability to lead multiple teams simultaneously and change priorities as needed to meet business demands Task Management - Demonstrates ability to advance multiple priority assignments concurrently and within established deadlines Teamwork - Competent at working in partnership with team members to deliver expected results Planning/Organizing - Prioritizes and plans work activities, use time efficiently and develops realistic action plans Quality Management - Looks for ways to improve and promote quality and demonstrates accuracy and thoroughness Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home.
Our vision is to be the most trusted partner for home.
Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.
Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered.
Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: *********************
page.
link/benefits For residents with state required benefit information, additional information can be found at: ************
pennymac.
com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
Salary $95,000 - $155,000 Work Model OFFICE
Auto-Apply
CAREER OPPORTUNITY
Title: Vice President Lending
COMPANY PROFILE: Legacy Ag Credit, ACA is a full-service, locally owned cooperative lender specializing in financing rural land and agricultural operations in Northeast Texas. We are headquartered in Sulphur Springs and currently have five (5) offices conveniently located across the northeastern region of Texas in Sulphur Springs, Canton, Gilmer, Terrell, and Longview, and are excited to be in the process of opening an office location in Marshall. Part of the Farm Credit System, we provide financing for farms, timberland, recreational property, agribusinesses, and rural homes.
EDUCATION AND EXPERIENCE REQUIREMENTS: Bachelor's degree in Business Administration, Finance, Agricultural, Economics, or a related field, or equivalent experience and five (5) to seven (7) years of progressively responsible banking or related agricultural lending experience.
JOB PURPOSE AND SCOPE: Manages the overall functions of a medium to large-sized branch office including credit quality, loan servicing, business development, and personnel administration. Has a high level of delegated authority and some supervisory responsibility, but a majority of duties are related to loan making. Has considerable latitude for decision making in the implementation of association goals.
ESSENTIAL FUNCTIONS:
Responsible for goals and objectives for the assigned branch office and its employees and delegates authority as appropriate to carry out the goals and objectives. Motivates, evaluates, and provides training for branch office employees. Consults with upper management concerning staffing needs.
Promotes the association by maintaining good public and member relations.
Generates new loan business, services existing loans, and manages the loan portfolio of assigned office. Completes loan analyses within the guidelines and policies of the association. Processes and approves loan requests within the limits of delegated authority and in accordance with association guidelines. Prepares and submits loan requests that exceed delegated lending authority to the appropriate management level along with recommendation for approval or rejection.
Ensures that all assigned loans are properly risk rated, assigned loss given defaults are correct and performance status assignments are proper.
Complies with proper credit administration practices as outlined in the association's policies and procedures.
Determines the eligibility and scope of financing for all new loans and ensures verification of assets and liabilities. Secures background and credit history on new loans, repeat loans and renewals. Provides for evaluation of loan collateral in accordance with association policies and procedures. Ensures proper lien perfection on all collateral.
Maintains awareness of agricultural trends and business activity, FCA regulations, and legal obligations. Ensures branch office operations comply with applicable policies, regulations, and laws. Prepares reports as required by association management, the Board of Directors, and regulatory bodies.
Coordinates the implementation of advertising and marketing programs.
Performs collections and management of branch offices, adverse assets including acquired property as required to minimize potential loss to the association's acquired property as required.
Responsible for day-to-day operations of the branch.
SKILL REQUIREMENTS: Specialized knowledge of banking administration and accounting policies, procedures, reports, guidelines, and banking regulations. Specialized knowledge of financial analysis and asset/liability management. General knowledge of accounting/financial systems. Specialized knowledge of accounting/finance principles. Skill in oral and written communication. Intermediate skill level in Microsoft Office applications. Ability to perform intermediate-level accounting/financial analyses.
BENEFITS:
Our comprehensive benefit program includes, but is not limited to:
An outstanding company-wide incentive program
Accommodating and flexible vacation and sick leave
10-12 paid holidays per year
401(k) plan with up to a 9% employer contribution/match
Affordable health, dental, and vision plans
Employer paid life insurance and disability
Tuition reimbursement
TO APPLY:
If you are interested in this exciting opportunity to be a part of an office start-up in Marshall, Texas, and meet the minimum requirements for this position, please send your resume to:
Legacy Ag Credit, ACA
ATTN: Sherry Sturgis, Senior Vice President/Chief Administrative Officer
303 Connally
Sulphur Springs, TX 75482
****************************
AA/EOE/M/F/D/V
Auto-ApplyVP Lending
Terrell, TX jobs
LEGACY AG CREDIT
CAREER OPPORTUNITY
Title: Vice President Lending
COMPANY PROFILE: Legacy Ag Credit, ACA is a full-service, locally owned cooperative lender specializing in financing rural land and agricultural operations in Northeast Texas. We are headquartered in Sulphur Springs and have six (6) offices conveniently located across the northeastern region of Texas in Sulphur Springs, Canton, Gilmer, Terrell, Longview and Marshall. Part of the Farm Credit System, we provide financing for farms, timberland, recreational property, agribusinesses, and rural homes.
EDUCATION AND EXPERIENCE REQUIREMENTS: Bachelor's degree in Business Administration, Finance, Agricultural, Economics, or a related field, or equivalent experience and five (5) to seven (7) years or progressively responsible banking or related agricultural lending experience, including at least one (1) year in a supervisory and/or Management position.
JOB PURPOSE AND SCOPE: Manages the overall functions of a medium to large-sized branch office including credit quality, loan servicing, business development, and personnel administration. Has a high level of delegated authority and some supervisory responsibility, but a majority of duties are related to loan making. Has considerable latitude for decision making in the implementation of association goals.
ESSENTIAL FUNCTIONS:
Responsible for goals and objectives for the assigned branch office and its employees and delegates authority as appropriate to carry out the goals and objectives. Motivates, evaluates, and provides training for branch office employees. Consults with upper management concerning staffing needs.
Promotes the association by maintaining good public and member relations.
Generates new loan business, services existing loans, and manages the loan portfolio of assigned office. Completes loan analyses within the guidelines and policies of the association. Processes and approves loan requests within the limits of delegated authority and in accordance with association guidelines. Prepares and submits loan requests that exceed delegated lending authority to the appropriate management level along with recommendation for approval or rejection.
Ensures that all assigned loans are properly risk rated, assigned loss given defaults are correct and performance status assignments are proper.
Complies with proper credit administration practices as outlined in the association's policies and procedures.
Determines the eligibility and scope of financing for all new loans and ensures verification of assets and liabilities. Secures background and credit history on new loans, repeat loans and renewals. Provides for evaluation of loan collateral in accordance with association policies and procedures. Ensures proper lien perfection on all collateral.
Maintains awareness of agricultural trends and business activity, FCA regulations, and legal obligations. Ensures branch office operations comply with applicable policies, regulations, and laws. Prepares reports as required by association management, the Board of Directors, and regulatory bodies.
Coordinates the implementation of advertising and marketing programs.
Performs collections and management of branch offices, adverse assets including acquired property as required to minimize potential loss to the association's acquired property as required.
Responsible for day-to-day operations of the branch.
SKILL REQUIREMENTS: Specialized knowledge of banking administration and accounting policies, procedures, reports, guidelines, and banking regulations. Specialized knowledge of financial analysis and asset/liability management. General knowledge of accounting/financial systems. Specialized knowledge of accounting/finance principles. Skill in oral and written communication. Intermediate skill level in Microsoft Office applications. Ability to perform intermediate-level accounting/financial analyses.
BENEFITS:
Our comprehensive benefit program includes, but is not limited to:
An outstanding company-wide incentive program
Accommodating and flexible vacation and sick leave
10-12 paid holidays per year
401(k) plan with up to a 9% employer contribution/match
Affordable health, dental, and vision plans
Employer paid life insurance and disability
Tuition reimbursement
TO APPLY:
If you're interested in joining the Legacy Ag Credit team and meet the minimum requirements for this position, please send your resume to:
Legacy Ag Credit, ACA
ATTN: Sherry Sturgis, Senior Vice President/Chief Administrative Officer
303 Connally
Sulphur Springs, TX 75482
****************************
AA/EOE/M/F/D/V
Auto-ApplyMarket President Fort Worth
Fort Worth, TX jobs
The Market President will provide leadership and direction, guiding Commercial, Wealth Management and Treasury Management activities in accordance with Busey's strategic goals and objectives. The Market President builds relationships and serves as the community liaison, supporting growth through the retention of clients and identifying new opportunities.
Duties & Responsibilities
* Manage Commercial Loan portfolio, analyzing financial information and providing reports outlining risk assessments to commercial teams.
* As Senior Leader in the market, promote relationship growth in the market and develop business for the Bank through community involvement and contacts with both new and existing customers.
* Generate commercial business that produces new net revenue through loans, deposits, and fee income.
* Make daily calls to new prospects, existing customers, civic leaders, gatekeepers, and/or centers of influence.
* Initiate monthly joint calls with Cash Management, Wealth Management, Retail and Mortgage divisions.
* Actively engage and show leadership in the community through various networking events; attend various community events as a representative of the Bank.
* Ensures compliance is met in relation to all lending activities within the division.
* Trains and coaches sales staff about the Busey Sales Process; provides regular, ongoing coaching for all market sales staff.
Education & Experience
Knowledge of:
* Strong oral and written communication skills
* Strong sales and customer service skill
* Commercial, wealth and treasury products and services, including opportunities for cross-sell with customers
Ability to:
* Multi-task and work independently
* Interact professionally with broad based community associations and organizations, governmental agencies and business leaders
* Think strategically and take the initiative in managing the local market
* Take more than normal care to prevent loss to the organization
* Perform duties under frequent time pressures
* Solve problems independently while applying logic and discretion
* Travel as required within market; work outside normal operating hours as needed for community events including nights and weekends.
Education and Training:
* Requires Bachelor's degree in Business or related field; advanced degree preferred.
* Requires a strong overall background in all areas of banking with an emphasis on commercial banking and wealth management.
* Requires at least 6 years of banking experience; leadership experience preferred.
* Requires knowledge of Microsoft Office.
Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
Base Pay Range: $220,000 - $270,000/year
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
Auto-ApplyDirector, General Lines (Commercial Insurance Sales)
San Antonio, 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.
Managing Director, Commercial
Dallas, TX jobs
The Managing Director, Commercial Banking develops, manages, and advances the strategic objectives of the Commercial Banking team. Builds a client base, implements disciplined business development activities, is an active member of the leadership team, and is involved in the community. Expectations are to increase the Commercial Loan portfolio through identifying and capturing loan opportunities that are consistent with Busey Bank loan policy and has an appropriate loan structure, for the associated risk(s). Develops and expands relationships for long-term business partnering with clients, prospective business, individual clients, and internal business partners.
Duties & Responsibilities
Lead and Motivate a Goal Oriented Team:
* Provide strategic guidance on implementation and execution of team goals.
* Foster a success and results oriented environment that safeguards accountability.
* Motivate and lead a high preforming team; attract, recruit, and retain the Commercial Banking team.
* Possess a clear understanding of performance expectations and address any deficiencies in a timely manner.
* Monitor work flow and projects consistent with the Bank's strategic and business plans.
* Prepare management reports as requested.
Develop Internal and External Relationships:
* Develop and maintain positive relationships with all Busey teams.
* Interact with internal and external clients and provide extraordinary service.
* Build relationships based on trust and strategic partnerships with business owners and other decision makers.
* Develop and maintain trusted, positive relationships with other employees, clients and vendors.
Analyze Client Needs & Deliver Client Based Solutions:
* Structure profitable commercial lending solutions that best meets the individual client needs.
* Analyze customers' needs and ascertain their financial position and credit worthiness; establish and negotiate terms, costs, repayment methods, collateral requirements and rates; manage relationship with customer monitoring repayment activities and variance in changes in the company.
* Represent the Bank in a highly professional manner.
* Complete job assignments in a professional, timely and efficient manner; organize and prioritize work.
Goals & Production Quality
* Meet or exceed all goals and targets related to the identification, acquisition, and retention of prospective and current clients.
* Ensure that all commercial loans meet credit/financial requirements and complies with all policies and procedures as determined by the Bank.
* Follow all processes and procedures for loan documentation and review as outlined by the Bank.
* Analyze, synthesize and communicate complex data, financial data and related issues in an accurate, objective and straightforward manner.
* Complete job assignments in a professional, timely and efficient manner; organize and prioritize work.
Education & Experience
Knowledge of:
* Advanced knowledge of commercial banking products and services including credit analysis, underwriting and treasury management product and services.
* Strong oral and written communication skills
* Strong sales and customer service skills
Ability to:
* Routinely travel (locally) and occasional out of state travel, which may require overnight stays. Days and hours of work are generally Monday through Friday, 8:00am to 5:00pm. This position occasionally requires long hours and weekend work.
* Effectively communicate, deliver upon production results, demonstrate the ability to excel in high-pressure situations.
* Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally.
* Act as a team player with a value set consistent with the culture of Busey
Education/Experience:
* Bachelor's degree or equivalent combination of education and/or work experience.
* Formal credit training, an advanced degree and/or ongoing AIB seminars and other resources is highly preferred.
Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $180,000 - $255,000/year)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
Auto-ApplyAsset & Wealth Management, Global Wealth Management COO Team, Associate - Dallas
Dallas, TX jobs
YOUR IMPACT Analysts/Associates on the Wealth Management COO Team have a unique opportunity to work directly with Global Leadership on the development and implementation of strategic and tactical initiatives that drive one of the firm's core businesses forward in terms of both growth and efficiency. THIS ROLE IS FOR A 2026 START.
OUR IMPACT
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Wealth Management Global Leadership Team
The Wealth Management Global Leadership Team provides management and strategy oversight across all businesses within Wealth, including Private Wealth, GS Ayco, the Private Bank, Marcus and our Operations and Engineering counterparts.
You will be a key liaison for senior managers, business unit COOs and many other business enablers, with a global lens. The position requires deep analytical capabilities, complemented by strong interpersonal skills, to ensure delivery of solutions to complex macro and micro issues in the Wealth business.
HOW YOU WILL FULFILL YOUR POTENTIAL
* Support the Global Wealth Chief Operating Officer and senior members of the Global Private Wealth, Ayco, Private Bank, Marcus, Operations and Engineering management teams in the execution of managerial initiatives and oversight of the underlying businesses.
* Facilitate and manage cross-functional efforts on a variety of strategic initiatives and special projects related to location strategy (e.g., seating expansion and office buildouts), business profitability & growth (e.g., headcount planning, efficiency initiatives and budget optimization), and risk management (e.g., maintenance of firmwide compliance policies, action Internal Audit findings and deliver dynamic reporting of key risk metrics to senior leadership).
* Work in close coordination with business partners in Asset & Wealth Management (AWM) Leadership, Human Capital Management, Operations, Engineering, Compliance and Legal across the globe.
* Create and maintain divisional level reporting systems for strategic growth and efficiency projects to effectively communicate progress on strategic initiatives in a clear and concise manner.
* Gain exposure and access to senior Wealth Management leadership.
* Build expertise in business analytics, project management, real estate, and risk management.
* Significant potential for long-term career development.
SKILLS & EXPERIENCE WE'RE LOOKING FOR
* Bachelor's Degree Required
* 1-5 years of prior experience preferred
* Commitment to the highest standard of integrity and maintenance of the appropriate level of confidentiality and discretion on sensitive work assignments.
* Ability to work in a fast-paced environment and display good judgment under pressure.
* Ability to leverage interpersonal skills to work with cross-disciplinary teams, globally.
* Outstanding analytical skills as demonstrated by ability to work with detailed financial data and understand commercial implications; proficient in excel and other Microsoft applications.
* Strong written and oral communication skills with ability to structure key assignment takeaways to dynamic audiences.
* Demonstrated interest in client service and/or financial services.
* Prior Wealth Management experience is strongly preferred.
* SIE, Series 7 and 63 required (must be obtained within three months of employment)
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: *********************************************************************
The Goldman Sachs Group, Inc., 2021. All rights reserved.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
Auto-ApplyRisk Management - Wholesale Credit Risk Administration - Vice President
Plano, TX jobs
JobID: 210688948 JobSchedule: Full time JobShift: Day Base Pay/Salary: Chicago,IL $99,750.00-$180,000.00 Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Wholesale Credit Risk Administration (WCR Administration) Vice President on the WCR Administration Systems & Regulatory Support team, you will be responsible for leading change management activities. You will work on improving efficiencies and controls in the Commercial and Investment Banking in Risk organization.
Job Responsibilities
* Collaborate with Wholesale Credit Risk Product, Technology, Credit Risk, and other key stakeholders on the strategic initiatives to adopt new innovative solutions for streamlining credit processes and improving controls
* Lead and/or participate in change management activities impacting credit systems and processes including testing, training and communications for CIB Credit Risk
* Actively participate in working groups/product cabinets providing feedback and effective challenging on system design requirements, Coordinate and perform user acceptance testing and smoke testing providing critical input on decisions before implementation
* Performing centralized support for bulk uploads required for client grading exempt populations or other credit risk system changes
* Initiate and perform certain regulatory reporting and control activities providing guidance on reporting requirements with credit officers
* Manage, develop and support administration of credit risk resources such as SharePoint
* Support and identify opportunities to automate and streamline WCR Admin processes.
Required qualifications, capabilities and skills
* Bachelor's degree (BS/BA)
* Self-motivated, detailed oriented and have the ability to work both as part of a team and independently
* Ability to thrive in a fast-paced, collaborative work environment
* Good analytical and problem solving skills
* Strong written and verbal communication skills
* Basic SharePoint design
Preferred qualifications, capabilities, and skills
* Knowledge of CRI systems (ICRD Proposals, Desktop, Grading and iSPRESO) or SharePoint/website design experience a plus
* Credit Officer or Analyst experience in analyzing loan proposals or experience in teams supporting Credit Risk Officers
* Reporting /analytical experience
* Knowledge of credit risk and risk policies, procedures and standards
* Use of Artificial Intelligence tools like Alteryx and the LLM model
* Excellent Microsoft Office skills (Excel, Word, PowerPoint- Access a plus)
Auto-ApplyAWM, Marcus Business COO Team, Analyst - Richardson, TX
Richardson, TX jobs
WEALTH MANAGEMENT Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our direct-to-consumer business provides digital solutions that better help customers save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
MARCUS BY GOLDMAN SACHS
The firm's direct-to-consumer business, Marcus by Goldman Sachs, combines the entrepreneurial spirit of a start-up with more than 150 years of experience. Today, we serve millions of customers across multiple products, leveraging innovative design, data, engineering and other core capabilities to provide customers with powerful tools and products that are grounded in value, transparency and simplicity.
THE TEAM & YOUR IMPACT
The Marcus Business COO team provides management and strategy oversight across Marcus. Your role will be a key liaison for senior managers and many other business enablers, with a global lens. The position requires deep analytic capabilities, complemented by strong interpersonal skills to ensure delivery of solutions to complex macro and micro issues in wealth.
This role will be for a 2026 start date.
THE ROLE
Principal Responsibilities
* Support the Global Marcus Chief Operating Officer and senior members of the Global Marcus management team in the execution of managerial initiatives and oversight of the underlying businesses.
* Provide leadership support to the Global Head of Marcus as needed on internal presentations, project execution, and engagement strategy.
* Assist with people strategy initiatives including town halls.
* Create and maintain business level reporting systems for strategic growth and efficiency projects to effectively communicate progress on strategic initiatives in a clear and concise manner.
* Build expertise in business analytics, project management, real estate, and risk management.
* Develop product knowledge to gain understanding across the Marcus suite of offerings.
* Excellent communication, sound judgment, and a collaborative approach are essential, as this role requires frequent interaction with various teams and senior stakeholders across the firm. Gain exposure and access to senior Marcus Management leadership.
* Significant potential for long-term career development.
Experience and Skills Required
* Bachelor's Degree
* 1-3 years of prior work experience preferably in financial services and / or business strategy environment
* Excellent communication and interpersonal skills, with desire to work in a fast paced, high pressure, results driven environment.
* Ability to work on multiple tasks with a high attention to detail and flexible with hours.
* Commitment to the highest standard of integrity and maintenance of the appropriate level of confidentiality and discretion on sensitive work assignments.
* Ability to leverage interpersonal skills to work with cross-disciplinary teams, globally.
* Outstanding analytical skills as demonstrated by ability to work with detailed financial data and understand commercial implications; proficient in excel and other Microsoft applications.
* Strong written and oral communication skills with ability to structure key assignment takeaways to dynamic audiences.
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: *********************************************************************
The Goldman Sachs Group, Inc., 2023. All rights reserved.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
Auto-ApplyExecutive Vice President, Bank President and CEO
Fort Worth, TX jobs
How will this role impact First Command? As the Bank President and CEO, the objective is to maintain strong safety and soundness ratings coupled with steady growth and performance in all areas of the bank to include lending, payments, deposit, compliance, operations, and wealth management. In addition to leading the bank, the FCB President is a member of the FCFS Executive Leadership Team (ELT). As a member of ELT, the successful candidate will contribute to the development and execution of enterprise-level strategic themes and objectives while advocating for the Bank as a key cornerstone of the enterprise value proposition.
The Bank President and CEO will also be a member of the Bank's Board of Directors. The position builds solid relationships with both the FCB and the FCFS Board of Directors. The position requires participation and presentation of business updates at the FCB and FCFS Board of Director's meeting and other committees as assigned. Additional duties include Chairperson of the Director's Loan Committee (DLC), Asset Liability Committee (ALCO), and Compliance Committee.
Reporting Relationship
The Bank President and CEO reports to the President and CEO of FCFS. He or she will lead and coach a client-focused team of highly qualified banking professionals to achieve annual business plan objectives and value-added performance targets in accordance with the regulations, policies, and guidance of the ELT and the FCB Board of Directors. Incumbent must be a mature, professional individual able to address problems and recommend solutions to resolve business, client and/or personnel issues.
What will you do in this role?
* Develop and implement a comprehensive Bank Strategy in support of the company's Big Audacious Goal of being THE personal financial coach of our nation's military families. Provides the vision, direction, and guidance to stakeholders and enterprise leadership to evolve and grow the bank.
* Build the vision to scale the bank leveraging Digital and FinTech solutions to exponentially grow the bank delivering a seamless client experience in a sustainable and compliant environment. The scalable platform will be critical to the bank's transformation to a direct-to-consumer model.
* As a member of ELT, actively contribute and influence enterprise strategy delivering value to clients while enhancing our Brand and elevating our reputation.
* Coach, develop, and inspire direct reports and key internal partners to meet team performance goals and objectives. This includes establishing robust development plans and succession planning.
* Create strong relationships with the First Command Advisors built on trust and integrity to promote and advocate banking services for our clients.
* Earn the respect and trust of federal regulators through proactive and transparent communication for the safety and soundness of the bank.
* Establish a culture of inclusion and an environment of psychological safety to promote inclusion, engagement, and innovation to achieve superior business results and greater diversity of our workforce.
* Proactively anticipate capital and liquidity needs in up and down markets staying ahead of changing economic conditions to successfully guide the bank in all environments.
Travel
* This role will require periodic travel to visit field offices throughout United States.
What skills & qualifications do you need?
Education
* A bachelor's degree in finance or economics is required. A master's degree or graduate school in banking is preferred. Strong credit training is essential.
Work Experience
* 15 to 20 years in commercial or consumer banking with extensive background in financial institution management.
* Minimum of 10 years or more in a senior management or C-suite level position.
* Accustomed to participating with and presenting business updates at the Board level. Prior Committee leadership experience including Loan Committee, Asset Liability Committee (ALCO), and Compliance Committee.
* Significant background in credit administration with lending authority.
* Extensive commercial and consumer lending background to include underwriting, credit analysis, collections, and loan operations to act on virtually all credit quality issues.
* Working experience with federal regulators, mainly the Office of the Currency of the Comptroller (OCC).
* Ability to comply with internal policies and discernment with respect to exceptions to maximize performance and customer service levels.
* Experience working with Internal Audit staff to insure solid financial controls are in place.
* Able to contribute at both the Bank strategy level and the Enterprise Strategy level.
* Military experience and background preferred.
Required Knowledge, Skills and Abilities
* Passionate, visionary, engaging, and principled. A strong work ethic and a low ego.
* Forward looking, growth-focused, and energized by collaboration with like-minded colleagues who are aligned with the mission and ready to scale the business.
* Thinks strategically and challenges the status quo, using his or her unique external vantage point to see what may not be apparent to others in the business.
* Has impeccable communication and presentation skills.
* Offers superior strategic planning and organizational skills with a hands-on execution style.
* Able to work independently with little or no supervision.
* Builds productive and positive relationships across the enterprise. Handles difficult customer or field issues in a professional manner.
#LI-NC1
2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC).
Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.
First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site.
In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd.
SIPC - Securities Investor Protection Corporation
Securities Investor Protection Corporation
Vice President and General Manager, Industrial Division
Waco, TX jobs
CRITICAL LEADERSHIP CAPABILITIES
Acting Strategically
Creates a 2-3-year roadmap or blueprint to implement the enterprise strategy in own area
Identifies and prioritizes the most critical future factors to consider in making decisions
Makes plans to address changes or trends in the external landscape (i.e. competitors, clients, and market segments) that affect own business or area
Develops plans that consider the impact beyond own area, location, function, or market
Leading People
Identifies and leverages individual strengths and potential within the team
Engages the team in discussions around the longer-term strategy and how they can contribute
Delegates significant responsibilities to team members to free self to work on other priorities
Gives team members decision-making authority and accountability within their areas of responsibility
Invites the team to recommend ways to solve problems, discuss challenging issues, or generate new ideas
Driving Results
Acts to surpass team goals, seizing opportunities to extend the limits of what is possible
Sets continually higher goals for the team that are ambitious but achievable
Identifies and acts on new opportunities that enable performance targets to be exceeded
Seeks new challenges and is energized by exceeding targets
OTHER PERSONAL CHARACTERISTICS
Strong leadership skills are required - able to challenge current practices, sell a vision, empower people, overcome obstacles and solve conflicts. Strong communicator working collaborating across all levels and functions within the organization.
Must be a proven and influential manager capable of driving results across the organization and cross functions. Outstanding interpersonal and teaming skills.
Outstanding organizational skills and discipline, able to influence teams to reach consensus.
Ability to think through complex development projects and identify gaps in plans, risks and opportunities.
Must be self-driven with an acute sense of urgency.
Hands-on approach but capable of raising to the occasion
Demonstrated ability to work successfully within a matrix organizational structure to leverage shared resources and complete programs on time.
Innovative thinker that challenges the historic approach and works collectively to establish a future vision.
Inflexible on matters of safety, compliance, and the fostering of a healthy work environment.
Unquestioned ethics and integrity.
The position will develop and implement the commercial and manufacturing strategy for Industrial products. This role will be key in optimizing investment, leading and supporting the comprehensive deployment of globalization strategy.
Deliver targeted annual productivity improvements. Ensure innovation process result in New Product Development projects. Manage a project pipeline identifying business opportunities that will help drive Operational Excellence, Market Share Growth, and Productivity.
Develop and document a “best-in-class” structured process for assessing the efficiency and effectiveness of the operations processes. This assessment will include driving metrics and analytics to mitigate risks to current EBITDA as well as the opportunities to significantly improve EBITDA.
Lead ongoing deployment and implementation of Lean Manufacturing techniques assigned operations and ongoing deployment of Process Productivity initiatives.
Lead, along with Quality, reduction of Waste in processes. (scrap, rework, attrition).
Develop annual business plans in consultation with other senior-level unit leaders to ensure proper deployment of resources to achieve required results.
Ensures full compliance with EHS standards, policies, procedures and processes as they apply to area of accountability. Confirms that incidents are thoroughly investigated and root causes are identified and remedied on a systematic basis. Fosters a safe and healthy work environment for all employees.
Drive Commercial Margin improvement, maximizing pricing opportunities. Ensure business profitability is protected of inflationary pressures driven by commodity price increases (raw material, services, utilities, tariffs, etc.)
Drive introduction of new products and technologies that support customer needs, opening or expanding markets and further develop and expand Howmet's Intellectual Property
Continue to diversify customer base in relevant markets such as renewable energy, material handling minimizing share of revenue of individual customers
As the key leader of the Industrial Lead team, participate and lead the annual strategic planning process including facilities, location & consolidation; strategic sourcing, both global and domestic; operations organization assessment.
Develops and presents to the senior leadership team organizational, strategic, financial and operational proposals aimed at continually advancing manufacturing effectiveness
Provides positive leadership. Ensures open communication and responds to employee concerns appropriately. Seeks to improve the knowledge, skill and ability of people. Deals proactively with substandard performance.
Analyzes and directs the preparation of Capital Appropriation Requests to secure required capital equipment for projects meeting or exceeding capital return targets.
Interfaces directly with key customers, in concert with Sales & Marketing Management and Account Managers to resolve problems related to delivery, quality and other issues. Strives to address customer concerns in a responsive, professional manner, protecting the interests of the Company.
Auto-ApplyWealth Management Solutions, Trust & Estates, Trust Administrator VP
Dallas, TX jobs
The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 160 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals. When JPMorgan is appointed as corporate trustee of a trust, whether created by a client during his lifetime or upon his death through a provision in his will, the Trust Administrative Officer works under the supervision of the Trust Officer in the administration of the accounts. The Trust Administrative Officer is expected to have or develop the skills to provide leverage and back-up coverage for the Trust Officer with whom the Trust Administrative Officer works.
The J.P. Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking capabilities. For over 7 consecutive years we have been voted number 1 in the U.S. for overall private banking services by
Euromoney
, and we have been specifically recognized for our succession planning, advice and trust services.
The responsibilities of this role are as follows:
Technical and Risk Management
Work with the Account Opening Group to open trust accounts
Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules and tax records
Communicate with beneficiaries and co-trustees to outline administrative procedures
Respond to client issues, anticipate client needs, and prepare for and participate in client meetings with the Trust Officer
Work with the Tax Officers and counsel on income, gift, estate, and generation skipping taxes for the trust/estate and its beneficiaries
Respond to requests from beneficiaries for discretionary distributions. Prepare memoranda supporting recommendation regarding how the Bank shall exercise discretionary powers it has as trustee. Confer with co-trustee (if any) to obtain his/her approval
Coordinate with Trust Officer on the communication of the decision to client and follow-up action on the request as necessary
Handle ongoing day to day administration of account, and proactively manage account base in an effort to avoid and minimize service and operational issues
Oversee the work performed by various operational groups. Identify risk that might be incurred in connection with a trust, consistent with any applicable policies and procedures governing the risk in question
Utilize risk management tools, such as the overdraft report, daily transaction report, Administrative
Review, Holistic Review and the AAR Variance Report to ensure that all exceptions are properly addressed and kept to a minimum
Communicate with Investors regarding investment matters and liquidity needs
Handle departmental projects relating to accounts and special assets.
Participate on various committees as needed
When the trust terminates the account is transferred to the Trust Settlement group.
The Trust Administrative Officer is responsible for ensuring appropriate steps are taken to minimize risk, including canceling payments and statements, where appropriate, and obtaining necessary documents for the Settlements group
Client Relationship Management
Trust Administrative Officers must actively participate in dealing with interested parties and develop relationships with income beneficiaries, co-trustees and intermediaries in order to have appropriate knowledge to carry out the grantor's purposes and meet the needs of the beneficiaries
Educational/Administrative
The specialized and ever changing nature of the Trust practice requires that Trust Administrative Officers devote time to personal development and training
Training at JPMorgan includes internal sessions covering systems changes, practices and procedures, Q & A sessions offered to facilitate understanding of our environment and sessions on technical, legal, tax and regulatory developments
Qualifications:
Bachelor's degree required
A minimum of 3-5 years' experience in the trust and estates industry
Experience in the administration and support of trusts including general understanding of fiduciary products and concepts, including legal, tax and investments knowledge
Problem Solving/Risk Management - takes initiative, decisive, accountable, exhibits critical analysis and judgment
Client Servicing - client knowledge, client relationships, proactive communication
Teamwork/Personal Effectiveness - clear and concise communication, time management, adaptability to delegate, coaching and training
Cross Selling and Retention skills
Strong computer skills including proficiency with trust accounting system
Experience with JPMorgan fiduciary platform a plus
Auto-ApplyDirector of Strategic Workforce Planning
San Antonio, 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
As the Director of Strategic Workforce Planning, you will lead the development and execution of association-wide, forward-looking talent strategies that directly enable USAA's business objectives. You will champion a data-driven, capability-focused approach to ensure the organization has the right talent, skills, timing, location, and cost to meet its long-term goals. This role requires a strategic leader who can connect talent, workplace, and technology, and build strong partnerships across HR, IT, Finance, and business leadership to embed workforce planning capabilities across the association.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL.
Relocation assistance is available for this position.
The Work Ahead
Practice Leadership. Lead and develop a high-performing team of workforce planning practitioners. Establish scalable tools, frameworks, and standards to ensure consistency and sustainability of workforce planning practices across the organization. Continuously seek and integrate best practices.
Strategic Workforce Planning & Business Alignment. Design and implement near- and long-term workforce strategies aligned with association goals and transformation initiatives. Develop integrated workforce plans that articulate strategic, tactical, and financial goals, dependencies, and scenarios.
Workforce Analytics & Data-Driven Decision Making. Leverage advanced analytics and predictive modeling to identify emerging workforce trends and risks. Translate complex data into actionable insights for senior leadership, enabling proactive talent decisions.
Workforce Optimization & Technology Integration. Build blended staffing models that incorporate human, AI, and automated resources to meet evolving workload demands. Partner with IT and operations to align workforce capabilities with digital transformation initiatives.
Cross-Functional Collaboration & Influence. Collaborate with HR, Technology, Finance, Operations, and other key stakeholders to align workforce planning with association strategy. Serve as a strategic advisor to senior leaders, influencing decisions through data and workforce insights.
Integration & Risk Mitigation. Integrate workforce planning with association functions including HR, CFO, CRE, Risk, and Association Planning and drive adoption of practices and process. Ensure planning processes operate within established risk, compliance, and performance thresholds.
Consultation & Co-Creation. Act as an internal consultant to business leaders, co-creating workforce strategies that support business growth and agility. Facilitate strategic planning workshops and capability assessments.
Capability Development. Build organizational workforce planning capability by training HRBPs and business leaders on tools, frameworks, and best practices. Promote a culture of proactive talent planning and continuous improvement.
What you'll do:
Lead and develop a high-performing team of strategic workforce planning practitioners. Establish scalable tools, frameworks, and standards to ensure consistency and sustainability of strategic workforce planning practices across the organization.
Design and implement near- and long-term workforce strategies aligned with association goals and transformation initiatives. Drive impact for the businesses and functions through strategic workforce planning. Develop integrated workforce plans that articulate strategic, tactical, and financial goals, dependencies, and scenarios.
Leverage advanced analytics and predictive modeling to identify emerging workforce trends and risks. Translate complex data into actionable insights for senior leadership, enabling proactive talent decisions.
Build blended staffing models that incorporate human, AI, and automated resources to meet evolving workload demands. Partner with IT and operations to align workforce capabilities with digital transformation initiatives.
Collaborate with HR, Technology, Finance, Operations, and other key stakeholders to align strategic workforce planning with association strategy. Serve as a strategic advisor to senior leaders, influencing decisions through data and workforce insights.
Integrate strategic workforce planning with association functions including HR, CFO, CREW, Risk, and Association Planning.
Act as an internal consultant to business leaders, co-creating workforce strategies that support business growth and agility. Facilitate strategic planning workshops and capability assessments. Serve as a key point of contact for best practices in strategic workforce planning.
Build organizational strategic workforce planning capability by training HRBPs and business leaders on tools, frameworks, and best practices. Promote a culture of proactive talent planning and continuous improvement.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree in Finance, Business, or Human Resources or related discipline; 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree
8+ years of experience in workforce planning, forecasting, or HR analytics including leadership experience
3+ years leading high-performing teams
Proven experience developing long-range (3+ years) workforce forecasts and strategic plans
Strong business acumen with the ability to anticipate future talent and skill needs
Advanced critical thinking, communication, and forecasting skills
What sets you apart:
Experience in insurance and/or banking sectors
Familiarity with call center and sales workforce dynamics
Knowledge of workforce planning technologies and platforms (e.g., Workday, SAP, Oracle)
Experience with design thinking and agile methodologies
Expertise in integrating human and AI resource planning
Compensation range: The salary range for this position is: $127,310.00 - $243,340.00.
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.
Director of Strategic Workforce Planning
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
As the Director of Strategic Workforce Planning, you will lead the development and execution of association-wide, forward-looking talent strategies that directly enable USAA's business objectives. You will champion a data-driven, capability-focused approach to ensure the organization has the right talent, skills, timing, location, and cost to meet its long-term goals. This role requires a strategic leader who can connect talent, workplace, and technology, and build strong partnerships across HR, IT, Finance, and business leadership to embed workforce planning capabilities across the association.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL.
Relocation assistance is available for this position.
The Work Ahead
Practice Leadership. Lead and develop a high-performing team of workforce planning practitioners. Establish scalable tools, frameworks, and standards to ensure consistency and sustainability of workforce planning practices across the organization. Continuously seek and integrate best practices.
Strategic Workforce Planning & Business Alignment. Design and implement near- and long-term workforce strategies aligned with association goals and transformation initiatives. Develop integrated workforce plans that articulate strategic, tactical, and financial goals, dependencies, and scenarios.
Workforce Analytics & Data-Driven Decision Making. Leverage advanced analytics and predictive modeling to identify emerging workforce trends and risks. Translate complex data into actionable insights for senior leadership, enabling proactive talent decisions.
Workforce Optimization & Technology Integration. Build blended staffing models that incorporate human, AI, and automated resources to meet evolving workload demands. Partner with IT and operations to align workforce capabilities with digital transformation initiatives.
Cross-Functional Collaboration & Influence. Collaborate with HR, Technology, Finance, Operations, and other key stakeholders to align workforce planning with association strategy. Serve as a strategic advisor to senior leaders, influencing decisions through data and workforce insights.
Integration & Risk Mitigation. Integrate workforce planning with association functions including HR, CFO, CRE, Risk, and Association Planning and drive adoption of practices and process. Ensure planning processes operate within established risk, compliance, and performance thresholds.
Consultation & Co-Creation. Act as an internal consultant to business leaders, co-creating workforce strategies that support business growth and agility. Facilitate strategic planning workshops and capability assessments.
Capability Development. Build organizational workforce planning capability by training HRBPs and business leaders on tools, frameworks, and best practices. Promote a culture of proactive talent planning and continuous improvement.
What you'll do:
Lead and develop a high-performing team of strategic workforce planning practitioners. Establish scalable tools, frameworks, and standards to ensure consistency and sustainability of strategic workforce planning practices across the organization.
Design and implement near- and long-term workforce strategies aligned with association goals and transformation initiatives. Drive impact for the businesses and functions through strategic workforce planning. Develop integrated workforce plans that articulate strategic, tactical, and financial goals, dependencies, and scenarios.
Leverage advanced analytics and predictive modeling to identify emerging workforce trends and risks. Translate complex data into actionable insights for senior leadership, enabling proactive talent decisions.
Build blended staffing models that incorporate human, AI, and automated resources to meet evolving workload demands. Partner with IT and operations to align workforce capabilities with digital transformation initiatives.
Collaborate with HR, Technology, Finance, Operations, and other key stakeholders to align strategic workforce planning with association strategy. Serve as a strategic advisor to senior leaders, influencing decisions through data and workforce insights.
Integrate strategic workforce planning with association functions including HR, CFO, CREW, Risk, and Association Planning.
Act as an internal consultant to business leaders, co-creating workforce strategies that support business growth and agility. Facilitate strategic planning workshops and capability assessments. Serve as a key point of contact for best practices in strategic workforce planning.
Build organizational strategic workforce planning capability by training HRBPs and business leaders on tools, frameworks, and best practices. Promote a culture of proactive talent planning and continuous improvement.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree in Finance, Business, or Human Resources or related discipline; 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree
8+ years of experience in workforce planning, forecasting, or HR analytics including leadership experience
3+ years leading high-performing teams
Proven experience developing long-range (3+ years) workforce forecasts and strategic plans
Strong business acumen with the ability to anticipate future talent and skill needs
Advanced critical thinking, communication, and forecasting skills
What sets you apart:
Experience in insurance and/or banking sectors
Familiarity with call center and sales workforce dynamics
Knowledge of workforce planning technologies and platforms (e.g., Workday, SAP, Oracle)
Experience with design thinking and agile methodologies
Expertise in integrating human and AI resource planning
Compensation range: The salary range for this position is: $127,310.00 - $243,340.00.
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.