Quantitative Strategist - Credit
Strategist job at Deutsche Bank
Job
Full/Part-Time:
Full-time
Regular/Temporary:
Regular
Listed:
2025-11-14
York
Manager, Digital Assets Shareholder Reporting
Westlake, TX jobs
The Role
Digital Assets Shareholder Reporting is GROWING at Fidelity!
Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products with a focus on digital assets and cryptocurrencies?
As we BUILD this critical team, we can offer roles at various levels: Analyst, Manager and Senior Manager. All applicants will be evaluated based on skills and experience and aligned to the appropriate role(s).
This team is responsible for preparing, reviewing, and coordinating the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Primary responsibilities of the role relate to the digital products structured as Exchange Traded Products (ETPs) and Limited Partnerships (LPs) and includes quarterly/annual reporting. We need talent that thrives in an operational environment where deadlines, accuracy and high-quality reporting are critical to our success!
Depending on your role, we need you to participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures.
The Expertise and Skills You Bring
Bachelor's degree with a background in financial services with an asset manager, audit firm or custodian bank, preferably in accounting operations or administration for alt investment products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed)
Demonstrated success in leading teams to perform at their best for our Senior Manager role
Experience using the Geneva or InvestOne platforms for accounting and reporting are a plus
Advanced accounting and operational knowledge for alternative asset classes with a focus on digital assets and cryptocurrencies
In-depth knowledge of US GAAP financial reporting standards for nonregistered investment partnerships and 33/34/40 Act investment funds and familiarity with a variety of product structures including onshore and offshore LPs, master-feeder, open-ended and closed-ended arrangements
Advanced excel skills and experience translating accounting data into financial statement presentation
Ability to lead independently and in an operations-focused, fast paced team environment
Strong working knowledge of project and relationship management
Excellent written and verbal communication skills and strong presentation capability
MBA or CPA preferred for the Manager and Senior Manager roles.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
In Shareholder Reporting, we're on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we're the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity's new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity's current and future success!
#Fidelityalts
#FFIOALTS
Certifications:Category:Investment Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Growth Marketing Manager
San Jose, CA jobs
Mid-stage investment with offices in SF and NYC is looking to hire a Growth Marketing Manager with 5+ years industry experience and a strong background in growth, demand generation, or performance marketing roles-ideally in B2B SaaS or a high-growth environment. Must be able to own creative testing, and GTM alignment.
About Us:
Greylock is an early-stage investor in hundreds of remarkable companies including Airbnb, LinkedIn, Dropbox, Workday, Cloudera, Facebook, Instagram, Roblox, Coinbase, Palo Alto Networks, among others. More can be found about us here: *********************
We are full-time, salaried employees of Greylock who provide free candidate referrals/introductions to our active investments to help them grow/succeed (as one of the many services we provide).
How We Work:
We will contact anyone who looks like a potential match--requesting to schedule a call with you immediately.
Due to the selective nature of this service and the volume of applicants we typically receive from our job postings, a follow-up email will not be sent until a match is identified with one of our investments.
Growth Marketing Manager
Santa Rosa, CA jobs
Mid-stage investment with offices in SF and NYC is looking to hire a Growth Marketing Manager with 5+ years industry experience and a strong background in growth, demand generation, or performance marketing roles-ideally in B2B SaaS or a high-growth environment. Must be able to own creative testing, and GTM alignment.
About Us:
Greylock is an early-stage investor in hundreds of remarkable companies including Airbnb, LinkedIn, Dropbox, Workday, Cloudera, Facebook, Instagram, Roblox, Coinbase, Palo Alto Networks, among others. More can be found about us here: *********************
We are full-time, salaried employees of Greylock who provide free candidate referrals/introductions to our active investments to help them grow/succeed (as one of the many services we provide).
How We Work:
We will contact anyone who looks like a potential match--requesting to schedule a call with you immediately.
Due to the selective nature of this service and the volume of applicants we typically receive from our job postings, a follow-up email will not be sent until a match is identified with one of our investments.
Growth Marketing Manager
San Francisco, CA jobs
Mid-stage investment with offices in SF and NYC is looking to hire a Growth Marketing Manager with 5+ years industry experience and a strong background in growth, demand generation, or performance marketing roles-ideally in B2B SaaS or a high-growth environment. Must be able to own creative testing, and GTM alignment.
About Us:
Greylock is an early-stage investor in hundreds of remarkable companies including Airbnb, LinkedIn, Dropbox, Workday, Cloudera, Facebook, Instagram, Roblox, Coinbase, Palo Alto Networks, among others. More can be found about us here: *********************
We are full-time, salaried employees of Greylock who provide free candidate referrals/introductions to our active investments to help them grow/succeed (as one of the many services we provide).
How We Work:
We will contact anyone who looks like a potential match--requesting to schedule a call with you immediately.
Due to the selective nature of this service and the volume of applicants we typically receive from our job postings, a follow-up email will not be sent until a match is identified with one of our investments.
Growth Marketing Manager
Fremont, CA jobs
Mid-stage investment with offices in SF and NYC is looking to hire a Growth Marketing Manager with 5+ years industry experience and a strong background in growth, demand generation, or performance marketing roles-ideally in B2B SaaS or a high-growth environment. Must be able to own creative testing, and GTM alignment.
About Us:
Greylock is an early-stage investor in hundreds of remarkable companies including Airbnb, LinkedIn, Dropbox, Workday, Cloudera, Facebook, Instagram, Roblox, Coinbase, Palo Alto Networks, among others. More can be found about us here: *********************
We are full-time, salaried employees of Greylock who provide free candidate referrals/introductions to our active investments to help them grow/succeed (as one of the many services we provide).
How We Work:
We will contact anyone who looks like a potential match--requesting to schedule a call with you immediately.
Due to the selective nature of this service and the volume of applicants we typically receive from our job postings, a follow-up email will not be sent until a match is identified with one of our investments.
Digital Marketing Manager
Centennial, CO jobs
About Us
Sam The Concrete Man is the North America's largest residential concrete company with over 100 franchise locations nationwide. Our mission is to provide world-class concrete services through our network of locally owned and operated franchises, empowered by our exceptional marketing and operational support.
Position Summary
We are seeking a strategic and hands-on Digital Marketing Manager to lead our paid advertising efforts focused on lead generation and brand awareness. This role oversees a small but growing team within the Marketing department and is responsible for developing, executing, and optimizing paid marketing strategies across Google Ads, Meta Ads, and other digital platforms. You will play a vital role in helping franchise owners grow their business through performance-driven marketing campaigns.
Key Responsibilities
Paid Marketing Strategy & Execution
Lead Generation
Team Leadership
Budget Management
Performance Analytics
Cross-Channel Collaboration
Stakeholder Communication
Continuous Improvement
Qualifications
5+ years of experience in digital marketing with a strong emphasis on paid advertising and lead generation
High proficiency in Google Ads, Meta Ads Manager, and performance tracking tools like Google Analytics
Experience managing a team is a strong plus
Understanding of SEO best practices and how it supports paid strategies
Excellent analytical, communication, and project management skills
Hubspot experience is a plus
Experience in multi-location or franchise marketing is a plus
Business Transformation Strategist
Tampa, FL jobs
At Grow Financial Federal Credit Union, we believe in service - to our 300,000 members, 600 team members and local communities. We're not just your average bank. We're a credit union, owned by our members and dedicated to serving people, not profit. We know that happy, engaged people provide the best service, so we live by our mantra: Be Bold. Be Great. Have Fun. Consistently named a Top Workplace by the Tampa Bay Times among multiple national awards we strive to develop a diverse, collaborative culture where you can grow personally and professionally.
Our “work from where you do your best work” strategy provides flexibility to our team members - who currently reside across the U.S. - with a variety of remote, hybrid and in-person roles. We enjoy plenty of opportunities to stay connected through video collaboration, digital tools, community service initiatives and numerous activities. Whether you thrive in a remote setting, prefer the energy of in-person collaboration or seek a balance between the two, you'll find your fit here. Join us as we seek to make things grow - people, communities, money and dreams.
Grow Financial is headquartered in Tampa, FL. For remote roles, candidates must be located in the following states:
AL, AZ, AR, DE, FL, GA, ID, IN, IA, KS, KY, LA, MS, MO, MT, NE, NH, NC, ND, OH, OK, PA, SC, SD, TN, TX, UT, VA, WV, WI, WY.
Some of our Benefits/Perks:
Remote/Work From Home Available
Medical/Dental/Vision Insurance
Employee discount on loans Team members qualify for a discount on consumer loans.
Professional Development Reimbursement of up to $5,250 per year for full-time team members.
Paid Time Off 15 days/year & over 10 Paid Holidays
Paid Volunteer Days Grow provides two bi-annual paid volunteer days to all team members.
Retirement Benefits (401K) Grow matches up to 8% for team members.
Growth Potential In-house training department dedicated to helping our team members reach their maximum potential.
Responsibilities
This is an exciting opportunity for people who love data and process to join our Credit Union as we continue on our transformation journey. We are looking for a Business Transformation Strategist to support our people, product and process verticals.
The Business Transformation Strategist plans, executes, leads and oversees cross functional end-to-end delivery of process improvement and transformation initiatives throughout the lifecycle of largescale, highly complex projects or programs to enhance process capability. The Business Transformation Strategist provides advisory support, direction and guidance to assigned resources, stakeholders and executives of the projects and/or program as well as educates and creates awareness of Process Improvement / Transformation methodologies across the Credit Union.
Qualifications
REQUIRED SKILLS/EXPERIENCE:
Bachelor's degree from an accredited university in business, engineering or related required.
Minimum 5 years' related process improvement experience required.
Lean Six Sigma Black Belt Certification required.
Demonstrated experience with tools and methodologies including DMAIC, Lean, Kaizen, and DFSS.
Technical skills to include data visualization in Power BI or Tableau required.
Financial acumen: Ability to link process performance with clear financial impact for both current and improved state using metrics and data.
PHYSICAL DEMANDS
Must be able to sit for extended periods of time.
Must be able to read, write, speak and type English.
Must be able to hear and use a telephone.
Use of computer requires repetitive keystrokes.
WORK ENVIRONMENT
Traditional office setting. Remote work available.
Sedentary role
Apply online toady!
An Equal Opportunity Employer Minorities/Females/Veteran/Disabled
#LI-Remote
Auto-ApplyETF Strategist
New York, NY jobs
We're looking for an experienced strategist to join our Institutional Sales and Trading team. You will be responsible for helping the firm develop content and insightful commentary on ETF market trends, analyzing volume and flow trends as it relates to macro developments, and developing views on important ETF ecosystem issues for internal and external purposes.
The content you develop will represent the latest thinking on ETF trading and product structure from minds around the firm. You'll work closely with internal stakeholders to develop technically strong, intentional, and impactful materials that will be distributed to clients and other external partners. In addition to developing market insights, a key part of this role involves providing hands-on support to our salespeople and sales traders by assisting with the preparation of materials and handling client requests.
At Jane Street, we consider our nimble approach to problem-solving and our overly collaborative nature to be some of our greatest strengths-we always look for the best, not quickest, solution to the challenge in front of us. This idea extends to our approach to content development; we're looking for someone humble and articulate who can communicate effectively and help synthesize complex ideas.
To thrive in this role, you'll need to be an enthusiastic team player who enjoys engaging in collaborative discussions, generating creative solutions, and sharing your prior knowledge and experience with others to make our work stronger.
About You
Have 5+ years of relevant experience in financial services, preferably within a bank, brokerage, or ETF issuer
Experienced in writing compelling content on policy, trading, or market structure topics for ETFs
Eager to build relationships across the firm; comfortable asking questions and gathering feedback from a variety of stakeholders
Able to synthesize complex topics and formulate ideas into compelling and engaging written content and presentations quickly
Comfortable supporting other client-facing Jane Streeters by preparing client decks, helping with panel prep, and responding to one-off content or data requests from both clients and internal teams
Can prioritize tasks effectively and manage projects from ideas to execution
Humble about what you know and don't know; not afraid to ask questions and admit mistakes
Can think outside the box and respectfully challenge existing methods (i.e., Are we taking the right approach? Are we using the right tools?)
Strategic thinker with an entrepreneurial spirit
If you're a recruiting agency and want to partner with us, please reach out to
**********************************
.
Auto-ApplyProcurement Negotiation Strategist
Denver, CO jobs
Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.
Our Values are key to driving our success, and are at the heart of everything we do:
Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust
If our mission, values, and purpose align with your own, we would love to hear from you!
Your opportunity
+ Lead and manage procurement negotiations to secure the best possible terms and conditions, balancing cost savings with quality, delivery and supplier/vendor relationships.
+ Develop and implement negotiation strategies to optimize procurement processes, ensuring alignment with the company's objectives and deliver value to the organization.
+ Collaborate with internal stakeholders, including teams such as Information Technology, Compliance, Finance, People, Operations, Data Privacy, and Legal, to understand procurement needs, firm objectives and risk tolerances, and align negotiation strategies accordingly.
+ Analyze market trends and supplier performance to identify opportunities for cost savings and efficiency improvements.
+ Build and maintain strong relationships with vendors and suppliers to ensure long-term partnerships and favorable terms, fostering collaboration and ensuring smooth operations.
+ Responsible for oversight of a global contract management system.
+ Manage and/or mentor a procurement and vendor management team, providing guidance and support to enhance team performance and professional growth.
+ Assist in the development and implementation of procurement and vendor management policies and procedures.
+ Provide training and guidance to junior team members on negotiation techniques and best practices, and due diligence of global vendors.
+ Prepare and present reports on negotiation outcomes and savings achieved to senior management.
+ Ensure compliance with regulatory and company policies during procurement activities and sourcing to global vendors.
+ Carry out other duties as assigned
What to expect when you join our firm
+ Hybrid working and reasonable accommodations
+ Generous Holiday policies
+ Paid volunteer time to step away from your desk and into the community
+ Support to grow through professional development courses, tuition/qualification reimbursement and more
+ Maternal/paternal leave benefits and family services
+ Complimentary subscription to Headspace - the mindfulness app
+ Corporate membership to ClassPass and other health and well-being benefits
+ Unique employee events and programs including a 14er challenge
+ Complimentary beverages, snacks and all employee Happy Hours
Must have skills
+ Proven experience in procurement negotiation and management, preferably in the financial services industry.
+ Minimum of 5 to 7 years of experience in procurement or supply chain management, with a focus on negotiation.
+ Strong analytical skills with the ability to assess market trends and supplier performance.
+ Excellent communication and interpersonal skills for effective negotiation and relationship building.
+ Strong problem-solving abilities and attention to detail.
+ Ability to work collaboratively with internal stakeholders and external vendors.
+ Proficiency in procurement software and Microsoft Office Suite.
+ Understanding of regulatory requirements and compliance in procurement processes.
+ Bachelor's degree in Business Administration, Supply Chain Management, and/or a related experience.
Nice to have skills
+ Professional certification such as Certified Professional in Supply Management (CPSM) or equivalent.
+ Experience with international procurement and negotiation.
+ Familiarity with contract law and legal aspects of procurement.
Supervisory responsibilities
+ Yes
Potential for growth
+ Mentoring
+ Leadership development programs
+ Regular training
+ Career development services
+ Continuing education courses
Compensation information
The base salary range for this position is $175,000 - $195,000. This range is estimated for this role. Actual pay may be different. This post will remain open through the end of October 2025.
Colorado law requires an estimated closing date for job postings. Please don't be discouraged from applying if you see this date has passed.
You will be expected to understand the regulatory obligations of the firm and abide by the regulated entity requirements and JHI policies applicable for your role.
At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request, we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at **************************** .
#LI-MM1 #LI-Hybrid
Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** .
Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion).
You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position.
You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
Procurement Negotiation Strategist
Denver, CO jobs
Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together. Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.
Our Values are key to driving our success, and are at the heart of everything we do:
Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust
If our mission, values, and purpose align with your own, we would love to hear from you!
Your opportunity
* Lead and manage procurement negotiations to secure the best possible terms and conditions, balancing cost savings with quality, delivery and supplier/vendor relationships.
* Develop and implement negotiation strategies to optimize procurement processes, ensuring alignment with the company's objectives and deliver value to the organization.
* Collaborate with internal stakeholders, including teams such as Information Technology, Compliance, Finance, People, Operations, Data Privacy, and Legal, to understand procurement needs, firm objectives and risk tolerances, and align negotiation strategies accordingly.
* Analyze market trends and supplier performance to identify opportunities for cost savings and efficiency improvements.
* Build and maintain strong relationships with vendors and suppliers to ensure long-term partnerships and favorable terms, fostering collaboration and ensuring smooth operations.
* Responsible for oversight of a global contract management system.
* Manage and/or mentor a procurement and vendor management team, providing guidance and support to enhance team performance and professional growth.
* Assist in the development and implementation of procurement and vendor management policies and procedures.
* Provide training and guidance to junior team members on negotiation techniques and best practices, and due diligence of global vendors.
* Prepare and present reports on negotiation outcomes and savings achieved to senior management.
* Ensure compliance with regulatory and company policies during procurement activities and sourcing to global vendors.
* Carry out other duties as assigned
What to expect when you join our firm
* Hybrid working and reasonable accommodations
* Generous Holiday policies
* Paid volunteer time to step away from your desk and into the community
* Support to grow through professional development courses, tuition/qualification reimbursement and more
* Maternal/paternal leave benefits and family services
* Complimentary subscription to Headspace - the mindfulness app
* Corporate membership to ClassPass and other health and well-being benefits
* Unique employee events and programs including a 14er challenge
* Complimentary beverages, snacks and all employee Happy Hours
Must have skills
* Proven experience in procurement negotiation and management, preferably in the financial services industry.
* Minimum of 5 to 7 years of experience in procurement or supply chain management, with a focus on negotiation.
* Strong analytical skills with the ability to assess market trends and supplier performance.
* Excellent communication and interpersonal skills for effective negotiation and relationship building.
* Strong problem-solving abilities and attention to detail.
* Ability to work collaboratively with internal stakeholders and external vendors.
* Proficiency in procurement software and Microsoft Office Suite.
* Understanding of regulatory requirements and compliance in procurement processes.
* Bachelor's degree in Business Administration, Supply Chain Management, and/or a related experience.
Nice to have skills
* Professional certification such as Certified Professional in Supply Management (CPSM) or equivalent.
* Experience with international procurement and negotiation.
* Familiarity with contract law and legal aspects of procurement.
Supervisory responsibilities
* Yes
Potential for growth
* Mentoring
* Leadership development programs
* Regular training
* Career development services
* Continuing education courses
Compensation information
The base salary range for this position is $175,000 - $195,000. This range is estimated for this role. Actual pay may be different. This post will remain open through the end of October 2025.
Colorado law requires an estimated closing date for job postings. Please don't be discouraged from applying if you see this date has passed.
You will be expected to understand the regulatory obligations of the firm and abide by the regulated entity requirements and JHI policies applicable for your role.
At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request, we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at ****************************.
#LI-MM1 #LI-Hybrid
Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here.
Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion).
You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position.
You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
Nearest Major Market: Denver
Wealth Strategist
Dallas, TX jobs
The Wealth Strategist will serve as technical expert for high-net-worth and ultra-high-net-worth clients, collaborating with internal teams as well as external advisors to tailor sophisticated, strategic solutions that align with family and business goals. The Strategist demonstrates a high degree of initiative, urgency, accountability and discretion in your daily work.
Duties & Responsibilities
* Estate Planning Expertise: Analyze and summarize estate plans to identify optimization opportunities and minimize tax exposure, using complex trust structures & wealth transfer strategies. Bring understanding of succession and exit planning, philanthropic planning, retirement planning, risk mitigation and asset protection strategies.
* Strategic Collaboration: Partner with advisors, tax professionals, and legal teams to create innovative solutions for clients.
* Client Engagement & Advisory: Participate in conversations with clients and stakeholders discovering opportunities to refine estate structures, business succession plans, and facilitate the building of legacy.
* Education & Thought Leadership: Develop resources, train colleagues, and educate clients on emerging estate planning techniques in conjunction with the Director or Family Office, the Resource Team and additional teammates.
* Legal & Fiduciary Expertise: Approach planning and advising through a fiduciary lens; show familiarity with fiduciary litigation, non-judicial settlement agreements, and complex legal matters affecting wealth planning.
* Retirement & Distribution Strategy Expertise: Advise on IRAs, qualified plans and optimal Social Security claiming strategies.
Education & Experience
Knowledge of:
* Superior written and verbal communication skills-ability to present complex concepts in clear, compelling ways to clients and internal teams.
* Advanced knowledge of federal & state estate and tax laws, with a focus on cutting-edge planning strategies.
* Technical expertise in taxation, insurance structures, IRAs, business planning, and charitable entities.
Ability to:
* Make independent decisions.
* Demonstrate an innovative mindset to solve highly technical estate planning challenges creatively.
* Manage multiple complex projects and priorities, ensuring seamless execution of strategic plans.
Education and Training:
* Bachelor's degree in Business or Finance with JD required (will consider CPA or CFP with sophisticated estate planning experience).
* LLM in Taxation preferred.
* 5+ years of estate planning experience in private practice or corporate advisory; International estate planning experience is a plus.
* Requires knowledge of standard business systems, including but not limited to, Trust Accounting systems, Microsoft Office Suite.
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: $130,000 - $160,000 annually)
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-ApplyWealth Strategist
Chicago, IL jobs
The Wealth Strategist will serve as technical expert for high-net-worth and ultra-high-net-worth clients, collaborating with internal teams as well as external advisors to tailor sophisticated, strategic solutions that align with family and business goals. The Strategist demonstrates a high degree of initiative, urgency, accountability and discretion in your daily work.
Duties & Responsibilities
* Estate Planning Expertise: Analyze and summarize estate plans to identify optimization opportunities and minimize tax exposure, using complex trust structures & wealth transfer strategies. Bring understanding of succession and exit planning, philanthropic planning, retirement planning, risk mitigation and asset protection strategies.
* Strategic Collaboration: Partner with advisors, tax professionals, and legal teams to create innovative solutions for clients.
* Client Engagement & Advisory: Participate in conversations with clients and stakeholders discovering opportunities to refine estate structures, business succession plans, and facilitate the building of legacy.
* Education & Thought Leadership: Develop resources, train colleagues, and educate clients on emerging estate planning techniques in conjunction with the Director or Family Office, the Resource Team and additional teammates.
* Legal & Fiduciary Expertise: Approach planning and advising through a fiduciary lens; show familiarity with fiduciary litigation, non-judicial settlement agreements, and complex legal matters affecting wealth planning.
* Retirement & Distribution Strategy Expertise: Advise on IRAs, qualified plans and optimal Social Security claiming strategies.
Education & Experience
Knowledge of:
* Superior written and verbal communication skills-ability to present complex concepts in clear, compelling ways to clients and internal teams.
* Advanced knowledge of federal & state estate and tax laws, with a focus on cutting-edge planning strategies.
* Technical expertise in taxation, insurance structures, IRAs, business planning, and charitable entities.
Ability to:
* Make independent decisions.
* Demonstrate an innovative mindset to solve highly technical estate planning challenges creatively.
* Manage multiple complex projects and priorities, ensuring seamless execution of strategic plans.
Education and Training:
* Bachelor's degree in Business or Finance with JD required (will consider CPA or CFP with sophisticated estate planning experience).
* LLM in Taxation preferred.
* 5+ years of estate planning experience in private practice or corporate advisory; International estate planning experience is a plus.
* Requires knowledge of standard business systems, including but not limited to, Trust Accounting systems, Microsoft Office Suite.
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: $130,000 - $160,000 annually)
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-ApplyBusiness Strategist, Senior
McLean, VA jobs
At Freddie Mac, our mission of Making Home Possible is what motivates us, and it's at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the country. Join an organization where your work contributes to a greater purpose.
Position Overview:
Are you looking for a highly visible opportunity to immerse yourself in business strategy, support the business activities of a data-driven sales team, and eager to be accountable for deliverables to our Senior Leadership and Executive teams? If so, you will have the chance to contribute to all this and more with Seller Engagement's Business Strategy & Analytics team.
The ideal candidate will have strong written and analytical skills to be able to leverage data and a multitude of sources to tell the story of our priorities & initiatives both succinctly and impactfully. Furthermore, the right candidate will have superb critical thinking abilities and be detail-oriented to produce executive-level reporting and manage the business needs of a large sales organization. The right candidate will identify gaps and/or discrepancies in processes and propose thoughtful solutions to optimize processes. This unique role will work closely with business partners across multiple organizations and have a hands-on role in shaping the business approach and strategy.
Our Impact:
Single Family Seller Engagement is the sales team that works internally to engage with external clients and partners to demonstrate and provide mutual value. As an organization we aim to deliver on our goals through engagement with sellers and partners with products and tools that support the broader objectives. The Business Strategy & Analytics teams supports business management functions, executive reporting functions, business intelligence, and more.
Your Impact:
As a part of the Business Strategy & Analytics team, we are responsible for equipping the entire Seller Engagement organization with the information, tools, and processes needed to be successful across all goals and objectives. We have a broad array of stakeholders that depend on us from peers to executives both internally and externally to our organization. These stakeholders rely on us to understand and share data and insights in a manner that allows them to make informed decisions.
Support the execution of long-term organizational strategy aligned to goals.
Drive the vision, strategy, and innovation for business management functions.
Solve problems with creative approaches that expunge insights and use those insights to understand and create solutions.
Develop and implement management reporting as appropriate.
Execute on various ad hoc requests from upper management timely.
Qualifications:
Bachelor's Degree or equivalent, preferred.
Minimum of 5+ years of demonstratable work experience in business management, executive reporting, and similar functions with a proven ability to both understand and integrate data/analytics into story telling.
Strong analytical skills and proficiency in data consumption and reporting
Ability to work independently and manage multiple competing priorities while ensuring that all timelines are met and resources are used efficiently.
Adaptable and able to thrive in sometimes ambiguous and evolving environments.
Outstanding storytelling, writing, presentation, and facilitation skills.
Proficiency in Microsoft Office Suite - particularly Excel and PowerPoint - is essential to success in the role.
Keys to Success in this Role:
Self-motivated; eager and willing to learn with strong organizational skills and superb critical thinking skills
Strategic mindset focused on long-term goals and planning anticipating future challenges and opportunities
Proven team player who can build, communicate, and share a vision, impact change and encourage action at all levels of the organization.
Ability to establish and maintain strong relationships and work effectively at multiple levels in the organization.
Current Freddie Mac employees please apply through the internal career site.
We consider all applicants for all positions without regard to gender, race, color, religion, national origin, age, marital status, veteran status, sexual orientation, gender identity/expression, physical and mental disability, pregnancy, ethnicity, genetic information or any other protected categories under applicable federal, state or local laws. We will ensure that individuals are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
A safe and secure environment is critical to Freddie Mac's business. This includes employee commitment to our acceptable use policy, applying a vigilance-first approach to work, supporting regulatory mandates, and using best practices to protect Freddie Mac from potential threats and risk. Employees exercise this responsibility by executing against policies and procedures and adhering to privacy & security obligations as required via training programs.
CA Applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the
Los Angeles County Fair Chance Ordinance
for Employers and the
California Fair Chance Act.
Notice to External Search Firms: Freddie Mac partners with BountyJobs for contingency search business through outside firms. Resumes received outside the BountyJobs system will be considered unsolicited and Freddie Mac will not be obligated to pay a placement fee. If interested in learning more, please visit ****************** and register with our referral code: MAC.
Time-type:Full time FLSA Status:Exempt
Freddie Mac offers a comprehensive total rewards package to include competitive compensation and market-leading benefit programs. Information on these benefit programs is available on our Careers site.
This position has an annualized market-based salary range of $97,000 - $145,000 and is eligible to participate in the annual incentive program. The final salary offered will generally fall within this range and is dependent on various factors including but not limited to the responsibilities of the position, experience, skill set, internal pay equity and other relevant qualifications of the applicant.
Auto-ApplyCIB Marketing Analytics
Plano, TX jobs
JobID: 210679310 JobSchedule: Full time JobShift: Day Base Pay/Salary: Jersey City,NJ $104,500.00-$150,000.00 Are you passionate about transforming data into actionable insights that drive business growth? Join our dynamic team in CIB Marketing Analytics, where you'll be the digital marketing analytics expert supporting Payments, Global Banking, and Markets and Securities Services GTM activations and marketing initiatives.
Job Responsibilities:
* Dive deep into web analytics and user journey analysis on jpmorgan.com to understand customer behavior and optimize conversion paths.
* Map user journeys, analyze engagement metrics (bounce rate, time on site, scroll depth), and pinpoint opportunities for site and campaign improvement.
* Manage Adobe Analytics data pipelines to Databricks and utilize platforms like ContentSquare and 6sense for rich visitor-level insights.
* Build and maintain ThoughtSpot dashboards for executive stakeholders, and create custom metrics, segments, and dimensions in Adobe Analytics.
* Lead Claravine implementation to standardize campaign tracking across all business lines.
* Conduct thorough QA for new pages and campaigns, validating tracking codes, data layer implementations, and CTA naming conventions before launch.
* Analyze paid media performance across social, programmatic, search, and display channels.
* Deliver executive-ready reports, dashboards, and strategic recommendations to guide future marketing investments.
* Partner with web development teams across Global Banking, Markets and Securities Services, and Payments to define analytics requirements.
* Work cross-functionally with social media, paid media, content, and email marketing teams to deliver quarterly insights and recommendations to senior leadership.
Required qualifications, capabilities and skills-
* 3-5 years' experience with Adobe Analytics (workspace analysis, segments, calculated metrics, API integrations), SQL for data extraction and analysis, and dashboard creation using Tableau or similar visualization tools.
* Familiarity with marketing analytics platforms such as ContentSquare and ThoughtSpot, web debugging tools, and data engineering concepts (ETL, data quality management).
* Demonstrated ability to analyze digital marketing campaigns across paid social, programmatic, search, display, and email channels.
* Skilled in user journey mapping, conversion optimization, and website A/B testing.
* Proficient with key marketing metrics (CTR, CPL, CPC, CPM, ROAS, engagement, bounce rate, time on site) and marketing technology stacks (tag management, attribution tools, CDPs).
* Expert at translating complex data into clear, actionable insights for executive audiences.
* Strong presentation and reporting skills, with the ability to manage multiple projects simultaneously.
* Self-motivated, collaborative, growth-oriented, detail-focused, adaptable, and an excellent communicator.
* Experience with Content Square, Claravine, Python, cookie consent/privacy regulations (GDPR, CCPA), Databricks or Spark, and marketing automation platforms such as Marketo or Salesforce Marketing Cloud.
Preferred qualifications, capabilities and skills:
* Experience in financial services or B2B marketing is preferred.
Auto-ApplyQuant Analytics Manager - Marketing Data Analytics
Chicago, IL jobs
JobID: 210686300 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $118,750.00-$195,000.00; New York,NY $133,000.00-$205,000.00 We are excited to share an impactful opportunity on our Performance Marketing Analytics team for a Quant Analytics Manager, where you will play a pivotal role in shaping and optimizing our email channel marketing strategy through advanced analytics and cross-functional collaboration.
Job Summary:
As a Quant Analytics Manager on the Performance Marketing Analytics team, you'll be a key contributor to a crucial book of work and lead the transformation of email channel marketing strategy. This includes not only a deep understanding of the data from SFMC, but also how the data and SFMC features can improve email channel performance. The focus will be on standing up a measurement plan and analytics for push notification, testing SFMC flow control features, and supporting strategy around preference center and opt outs. You will partner across the firm with data partners, marketers, digital experts, and the broader analytics community to help drive business goals through deep understanding of marketing analytics and optimization.
Job Responsibilities:
* Work with the data technology and SFMC product teams closely to identify gaps in the data capture strategy and collaboratively implement enhancements
* Develop and track channel performance KPIs, communicating findings to senior CCB leadership to improve 'Push Notification' strategy
* Establish an understanding of the push channel to compare to other channels and identify potential synergies/impacts on other owned media channels contact strategy
* Collaborate with other teams to craft test designs, interpret and translate results to present to senior management
* Understand data and identify opportunities to leverage SFMC Einstein features within the customer journey construct
* Provide data subject matter expertise on email audience availability by consulting on preference center and opt out data projects
* Report performance of campaigns to optimize resources towards high-potential initiatives
* Identify areas of improvement in email campaign-level performance, delivering recommended optimizations to marketers and channel management
* Guide and mentor new hires and/or interns as needed
Required qualifications, capabilities, and skills:
* Bachelor's degree in a quantitative, analytical, or related field
* 5+ years of experience in an advanced analytics role
* Strong SQL knowledge, including complex queries
* Advanced analytics experience
* Experience with relational databases and data prep to summarize large datasets
* Capable of defining metrics, evaluating results, drawing conclusions and insights to design and recommend system or process improvements
* Critical and analytical thinking with a data-oriented mindset
* Ability to develop advanced data visualization and presentations
* Strong ability to translate data findings into business story telling for leadership
* Excellent written and verbal communication skills
* Comfort building and managing relationships with both analytics and business stakeholders
Preferred qualifications, capabilities, and skills:
* Master's degree in related field
* Knowledge in one or more of these tools: Salesforce, Alteryx, Tableau, Python, Power BI preferred
* Experience with Email Marketing/Push Marketing strategy
* Experience with test experimental design and results analysis
* Functional industry experience in marketing, operations, technology or finance
* Team leadership experience
Auto-ApplyCredit Card Implementation Strategist
Charlotte, NC jobs
**Location:** On site in Memphis, TN, Nashville, TN, Charlotte, NC, Raleigh, NC, New Orleans, LA, Miami, FL or Birmingham, AL. The Credit Card Implementation Strategist at First Horizon Bank is a key operations and strategy resource responsible for advancing the effectiveness of our credit card products and services. Working directly with Credit Card Product Managers, this position will drive operational excellence by executing product initiatives, resolving escalated issues, and identifying process enhancements that improve our clients' experience. As a highly collaborative associate, this position will manage operational relationships with internal and external partners, advocate for client and associate needs, and enable data-driven decision-making to meet business and client goals.
**Responsibilities:**
+ Provide daily and operational support to Credit Card Product Managers through coordinating implementations, tracking project milestones, delivering status updates, and resolving client-impacting issues.
+ Drive operational relationships with internal associates and external partners, ensuring commitments are met and projects are delivered within scope, on time, and with a focus on client experience.
+ Identify process friction points for associates and clients, build compelling business cases, define requirements, and advocate for enhancements that elevate credit card product performance and client satisfaction.
+ Serve as a hands-on analyst, utilizing data to ground recommendations, measuring KPIs, develop financial justifications, and support the prioritization of cross-functional improvement projects.
+ Articulate client feedback and voice of the client insights to business teams, influencing project alignment and prioritization.
+ Lead and support the rollout, testing, and ongoing management of new credit card products, features, and compliance-driven changes.
+ Resolve escalations in partnership with technology, operations, and product teams, employing root cause analysis and driving to sustainable solutions.
+ Develop and refine metrics and control systems to assess product operations, trends, and quality, ensuring risks are proactively identified and mitigated
+ Maintain documentation, contribute to training for associates, and facilitate knowledge sharing across relevant teams.
**Requirements:**
+ Bachelor's degree in Business, Finance, Project Management, or a related field. Equivalent work experience considered.
+ 3-5 years of relevant experience in card product operations, implementations, project management, or product support within financial services.
+ Strong understanding of card banking products, payment channels, and regulatory/compliance frameworks.
+ Demonstrated ability to use data to substantiate arguments, prioritize issues, report KPIs, and measure outcomes.
+ Exceptional analytical, problem-solving, and organizational skills with an ability to manage multiple concurrent projects and initiatives.
+ High levels of initiative, sound judgment, and demonstrated tact in communication and conflict resolution.
+ Ability to work independently and credibly across cross-functional teams, effectively engaging with associates at all levels and external partners.
+ Proficiency with project management tools, data analysis applications, and Microsoft Office
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook (******************************************
X formerly Twitter
LinkedIn (***************************************************
Instagram (******************************************
YouTube (**********************************************************
Instagram (******************************************
YouTube
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
Credit Card Implementation Strategist
Miami, FL jobs
**Location:** On site in Memphis, TN, Nashville, TN, Charlotte, NC, Raleigh, NC, New Orleans, LA, Miami, FL or Birmingham, AL. The Credit Card Implementation Strategist at First Horizon Bank is a key operations and strategy resource responsible for advancing the effectiveness of our credit card products and services. Working directly with Credit Card Product Managers, this position will drive operational excellence by executing product initiatives, resolving escalated issues, and identifying process enhancements that improve our clients' experience. As a highly collaborative associate, this position will manage operational relationships with internal and external partners, advocate for client and associate needs, and enable data-driven decision-making to meet business and client goals.
**Responsibilities:**
+ Provide daily and operational support to Credit Card Product Managers through coordinating implementations, tracking project milestones, delivering status updates, and resolving client-impacting issues.
+ Drive operational relationships with internal associates and external partners, ensuring commitments are met and projects are delivered within scope, on time, and with a focus on client experience.
+ Identify process friction points for associates and clients, build compelling business cases, define requirements, and advocate for enhancements that elevate credit card product performance and client satisfaction.
+ Serve as a hands-on analyst, utilizing data to ground recommendations, measuring KPIs, develop financial justifications, and support the prioritization of cross-functional improvement projects.
+ Articulate client feedback and voice of the client insights to business teams, influencing project alignment and prioritization.
+ Lead and support the rollout, testing, and ongoing management of new credit card products, features, and compliance-driven changes.
+ Resolve escalations in partnership with technology, operations, and product teams, employing root cause analysis and driving to sustainable solutions.
+ Develop and refine metrics and control systems to assess product operations, trends, and quality, ensuring risks are proactively identified and mitigated
+ Maintain documentation, contribute to training for associates, and facilitate knowledge sharing across relevant teams.
**Requirements:**
+ Bachelor's degree in Business, Finance, Project Management, or a related field. Equivalent work experience considered.
+ 3-5 years of relevant experience in card product operations, implementations, project management, or product support within financial services.
+ Strong understanding of card banking products, payment channels, and regulatory/compliance frameworks.
+ Demonstrated ability to use data to substantiate arguments, prioritize issues, report KPIs, and measure outcomes.
+ Exceptional analytical, problem-solving, and organizational skills with an ability to manage multiple concurrent projects and initiatives.
+ High levels of initiative, sound judgment, and demonstrated tact in communication and conflict resolution.
+ Ability to work independently and credibly across cross-functional teams, effectively engaging with associates at all levels and external partners.
+ Proficiency with project management tools, data analysis applications, and Microsoft Office
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook (******************************************
X formerly Twitter
LinkedIn (***************************************************
Instagram (******************************************
YouTube (**********************************************************
Instagram (******************************************
YouTube
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
Credit Card Implementation Strategist
Miami, FL jobs
Location: On site in Memphis, TN, Nashville, TN, Charlotte, NC, Raleigh, NC, New Orleans, LA, Miami, FL or Birmingham, AL. The Credit Card Implementation Strategist at First Horizon Bank is a key operations and strategy resource responsible for advancing the effectiveness of our credit card products and services. Working directly with Credit Card Product Managers, this position will drive operational excellence by executing product initiatives, resolving escalated issues, and identifying process enhancements that improve our clients' experience. As a highly collaborative associate, this position will manage operational relationships with internal and external partners, advocate for client and associate needs, and enable data-driven decision-making to meet business and client goals.
Responsibilities:
* Provide daily and operational support to Credit Card Product Managers through coordinating implementations, tracking project milestones, delivering status updates, and resolving client-impacting issues.
* Drive operational relationships with internal associates and external partners, ensuring commitments are met and projects are delivered within scope, on time, and with a focus on client experience.
* Identify process friction points for associates and clients, build compelling business cases, define requirements, and advocate for enhancements that elevate credit card product performance and client satisfaction.
* Serve as a hands-on analyst, utilizing data to ground recommendations, measuring KPIs, develop financial justifications, and support the prioritization of cross-functional improvement projects.
* Articulate client feedback and voice of the client insights to business teams, influencing project alignment and prioritization.
* Lead and support the rollout, testing, and ongoing management of new credit card products, features, and compliance-driven changes.
* Resolve escalations in partnership with technology, operations, and product teams, employing root cause analysis and driving to sustainable solutions.
* Develop and refine metrics and control systems to assess product operations, trends, and quality, ensuring risks are proactively identified and mitigated
* Maintain documentation, contribute to training for associates, and facilitate knowledge sharing across relevant teams.
Requirements:
* Bachelor's degree in Business, Finance, Project Management, or a related field. Equivalent work experience considered.
* 3-5 years of relevant experience in card product operations, implementations, project management, or product support within financial services.
* Strong understanding of card banking products, payment channels, and regulatory/compliance frameworks.
* Demonstrated ability to use data to substantiate arguments, prioritize issues, report KPIs, and measure outcomes.
* Exceptional analytical, problem-solving, and organizational skills with an ability to manage multiple concurrent projects and initiatives.
* High levels of initiative, sound judgment, and demonstrated tact in communication and conflict resolution.
* Ability to work independently and credibly across cross-functional teams, effectively engaging with associates at all levels and external partners.
* Proficiency with project management tools, data analysis applications, and Microsoft Office
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
Instagram
YouTube
Quant Analytics Manager - Marketing Data Analytics
Chicago, IL jobs
We are excited to share an impactful opportunity on our Performance Marketing Analytics team for a Quant Analytics Manager, where you will play a pivotal role in shaping and optimizing our email channel marketing strategy through advanced analytics and cross-functional collaboration.
Job Summary:
As a Quant Analytics Manager on the Performance Marketing Analytics team, you'll be a key contributor to a crucial book of work and lead the transformation of email channel marketing strategy. This includes not only a deep understanding of the data from SFMC, but also how the data and SFMC features can improve email channel performance. The focus will be on standing up a measurement plan and analytics for push notification, testing SFMC flow control features, and supporting strategy around preference center and opt outs. You will partner across the firm with data partners, marketers, digital experts, and the broader analytics community to help drive business goals through deep understanding of marketing analytics and optimization.
Job Responsibilities:
Work with the data technology and SFMC product teams closely to identify gaps in the data capture strategy and collaboratively implement enhancements
Develop and track channel performance KPIs, communicating findings to senior CCB leadership to improve ‘Push Notification' strategy
Establish an understanding of the push channel to compare to other channels and identify potential synergies/impacts on other owned media channels contact strategy
Collaborate with other teams to craft test designs, interpret and translate results to present to senior management
Understand data and identify opportunities to leverage SFMC Einstein features within the customer journey construct
Provide data subject matter expertise on email audience availability by consulting on preference center and opt out data projects
Report performance of campaigns to optimize resources towards high-potential initiatives
Identify areas of improvement in email campaign-level performance, delivering recommended optimizations to marketers and channel management
Guide and mentor new hires and/or interns as needed
Required qualifications, capabilities, and skills:
Bachelor's degree in a quantitative, analytical, or related field
5+ years of experience in an advanced analytics role
Strong SQL knowledge, including complex queries
Advanced analytics experience
Experience with relational databases and data prep to summarize large datasets
Capable of defining metrics, evaluating results, drawing conclusions and insights to design and recommend system or process improvements
Critical and analytical thinking with a data-oriented mindset
Ability to develop advanced data visualization and presentations
Strong ability to translate data findings into business story telling for leadership
Excellent written and verbal communication skills
Comfort building and managing relationships with both analytics and business stakeholders
Preferred qualifications, capabilities, and skills:
Master's degree in related field
Knowledge in one or more of these tools: Salesforce, Alteryx, Tableau, Python, Power BI preferred
Experience with Email Marketing/Push Marketing strategy
Experience with test experimental design and results analysis
Functional industry experience in marketing, operations, technology or finance
Team leadership experience
Auto-Apply