Regional Director jobs at Dimensional Fund Advisors - 1517 jobs

Vice President, Architecture for Contact Center Build Strategy, Enterprise Contact Center At Fidelity, our Contact Centers are an essential way for customers and clients to interact with the right Fidelity associate for their financial goals, needs, and questions. As part of its overall cloud and technology transformation, Fidelity's Enterprise Customer Contact Center (EC3) organization is actively working to transform how our Contact Centers will support the future needs of our business teams, their associates, customers and clients. As Vice President, Architecture for Contact Center Build Strategy you will define capabilities, solutions, patterns, standards, and guidelines related to the Fidelity Contact Center and the Associate Desktop Experience. You will work closely with EC3 Product and Technology leads, key business stakeholders, and other architects leading related capabilities. The Expertise and Skills You Bring 15+ years of proven experience in an architecture or engineering role with 7+ years of experience as a lead solution architect and technology leader in large enterprise contact centers. You have in-depth experience analyzing business requirements, designing end-to-end contact center solutions, and developing technology roadmaps. You have deep knowledge of telephony, interexchange carrier (IXC) systems, and intelligent cloud-based edge networking capabilities that provide toll free calling services to large enterprise contact centers with resilient cloud infrastructure. You have deep knowledge of contact center platforms such as Genesys, Cisco, Avaya, Amazon Connect, Nice CXone, CCaaS solutions, Infrastructure as Code and related tools, and CRM systems. You have experience implementing and optimizing omnichannel strategies including voice, chat, SMS, and email to enhance customer engagement. You have modernization experience for contact center self-service experiences (IVR to IVA), and intelligent contact routing across channels and services. You have technical integration experience to ensure end-to-end contact center capabilities are deployed seamlessly throughout the customer and agent experience including infrastructure, channels and services, self-service, intelligent routing, agent desktop and agent assistance, workforce engagement as well as new emerging capabilities. You are able to provide guidance and mentorship to technical teams and collaborate with stakeholders across the company to ensure architecture deliverables enable a successful deployment solution. You are an experienced architect designing and supporting enterprise level infrastructure using public cloud technologies with Amazon, Google, and/or Azure. You demonstrate excellent communication, interpersonal and relationship building skills with which you influence decisions and engage across Fidelity and at all levels of the organization. You have a passion for solving complex problems and a track record of delivering innovative solutions for solving them. The Value You Deliver Delivering and maintaining Contact Center and EC3-related capabilities, solutions, solution architectures, patterns, standards, guidelines, and specifications for the Fidelity Blueprint. Supporting and enabling technology Product and Chapter Leaders to deliver increased value to our customers and operations associates. Measuring performance through established objectives and metrics that deliver agreed upon business, technology, and people results. Partnering with agile product area leaders, chapter area leaders, agile team leads, and architects to develop platform designs and solution roadmaps. Ensuring the solutions that are delivered meet high standards for quality, performance, and scale. Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. We will ensure that individuals with disabilities 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. The base salary range for this position is $140,000-285,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. 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. Certifications:Category:Information Technology

A leading banking institution is seeking a commercial real estate lender to originate loans and build relationships with borrowers in San Francisco. This position requires extensive knowledge of the Bay Area real estate market, with opportunities for both senior and mid-level professionals. The bank offers a competitive pay range of $150,000 - $400,000 annually and an attractive benefits package including 401K matching and health insurance. Flexibility in work environment is also provided, promoting productivity for the employees. #J-18808-Ljbffr

Vice President, Architecture for Contact Center Build Strategy, Enterprise Contact Center At Fidelity, our Contact Centers are an essential way for customers and clients to interact with the right Fidelity associate for their financial goals, needs, and questions. As part of its overall cloud and technology transformation, Fidelity's Enterprise Customer Contact Center (EC3) organization is actively working to transform how our Contact Centers will support the future needs of our business teams, their associates, customers and clients. As Vice President, Architecture for Contact Center Build Strategy you will define capabilities, solutions, patterns, standards, and guidelines related to the Fidelity Contact Center and the Associate Desktop Experience. You will work closely with EC3 Product and Technology leads, key business stakeholders, and other architects leading related capabilities. The Expertise and Skills You Bring 15+ years of proven experience in an architecture or engineering role with 7+ years of experience as a lead solution architect and technology leader in large enterprise contact centers. You have in-depth experience analyzing business requirements, designing end-to-end contact center solutions, and developing technology roadmaps. You have deep knowledge of telephony, interexchange carrier (IXC) systems, and intelligent cloud-based edge networking capabilities that provide toll free calling services to large enterprise contact centers with resilient cloud infrastructure. You have deep knowledge of contact center platforms such as Genesys, Cisco, Avaya, Amazon Connect, Nice CXone, CCaaS solutions, Infrastructure as Code and related tools, and CRM systems. You have experience implementing and optimizing omnichannel strategies including voice, chat, SMS, and email to enhance customer engagement. You have modernization experience for contact center self-service experiences (IVR to IVA), and intelligent contact routing across channels and services. You have technical integration experience to ensure end-to-end contact center capabilities are deployed seamlessly throughout the customer and agent experience including infrastructure, channels and services, self-service, intelligent routing, agent desktop and agent assistance, workforce engagement as well as new emerging capabilities. You are able to provide guidance and mentorship to technical teams and collaborate with stakeholders across the company to ensure architecture deliverables enable a successful deployment solution. You are an experienced architect designing and supporting enterprise level infrastructure using public cloud technologies with Amazon, Google, and/or Azure. You demonstrate excellent communication, interpersonal and relationship building skills with which you influence decisions and engage across Fidelity and at all levels of the organization. You have a passion for solving complex problems and a track record of delivering innovative solutions for solving them. The Value You Deliver Delivering and maintaining Contact Center and EC3-related capabilities, solutions, solution architectures, patterns, standards, guidelines, and specifications for the Fidelity Blueprint. Supporting and enabling technology Product and Chapter Leaders to deliver increased value to our customers and operations associates. Measuring performance through established objectives and metrics that deliver agreed upon business, technology, and people results. Partnering with agile product area leaders, chapter area leaders, agile team leads, and architects to develop platform designs and solution roadmaps. Ensuring the solutions that are delivered meet high standards for quality, performance, and scale. Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. We will ensure that individuals with disabilities 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. The base salary range for this position is $140,000-285,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. 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. Certifications: Category: Information Technology

Who We Are: Diversified Brokerage Services (part of NFP, an Aon company) is one of the largest brokerage general agencies in the United States specializing in life insurance, and we're proud of our roots, starting as a family run business in 1968 and growing to where we are today. With over 50 years in the insurance industry, we've honed in on our strengths and perfected our processes, resulting in the best possible experience for the advisors we serve. We invite you to learn more about us and discover the “DBS Difference” for yourself! We're part of NFP, a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. Summary This position exists to provide DBS with a dedicated resource focused on acquiring and growing relationships with new individual brokers, producer groups and national accounts as well as growing relationships with existing brokers, producer groups and national accounts. This is an independent contributor role with no direct reports. The focus is on providing direction on production goals, account status, trends, and marketing initiatives. This will be accomplished by gaining and maintaining a deep understanding of the client organization's wants, needs, and processes. We work with insurance agents, brokers, and financial advisors across the country to help them secure life insurance products for their clients who want to protect their families or their businesses. We take pride in the fact that we are directly responsible for insuring thousands of people nationwide as one of the leading distributors of life insurance in the nation. The Regional Sales Director will drive growth in an established, high-performing territory covering Washington, Oregon, Northern California, Idaho, Montana, and Alaska. The ideal candidate will have a strong life insurance background and experience in wholesale and point-of-sale strategies. They will be supported by an experienced internal team and have the opportunity to contribute to one of the nation's most established and successful brokerage agencies. This will be a fully remote with travel opportunity that offers a competitive base salary of $75,000 + commission, with top performers capable of earning $250,000+ annually. Travel within the assigned region is required approximately 40% of the time to engage with clients, attend industry events, and actively drive business expansion. Note: This opportunity is for future hiring needs. We frequently recruit for this role due to business growth and the career advancement of current team members. By applying now, qualified candidates will be added to our shortlist and considered when a new opening becomes available. If you are seeking an immediate opportunity, please explore our current openings on the NFP Careers Page: ************************ Essential Duties and Responsibilities Implement key account strategies and processes with all accounts. Gold sheet, action plan, and strategic marketing plan. Develop existing broker/account relationships and manage recruiting for new broker/accounts Regularly communicate the status of your accounts to the DBS team; keeping them informed of pertinent issues, especially during the onboarding process Continued development of industry, concept, carrier, and product knowledge Contribute to the overall success and profitability of the agency Meet or exceed acquired and assigned account production goals Implement key account strategies and processes with all accounts including Gold Sheet, action plan, and strategic marketing plan Regularly communicate the status of your accounts to the DBS team, keeping them informed of pertinent issues, especially during the onboarding process Continued development of industry, concept, carrier, and product knowledge Education and/or Experience Past sales and relationship management experience in the life insurance industry required FINRA: Series 6 or 7, or 63 is required College degree or other higher education preferred Life and Health License preferred Knowledge, Skills, and/or Abilities Leadership, organizational skills, people skills, flexibility, team orientation, ability to travel, ability to manage a budget, good written and oral communication, ability to plan and prioritize Team Participation: Must work effectively in a diverse group of people as a team member Must have the ability to travel within assigned region approx 50% (typically, same-day or short overnight trips and others as required) MS Office Suite and Salesforce (or similar CRM), Concur (or related expense management) required Able to quickly learn new business/communications systems and technologies Ability to communicate in a professional manner High focus on quality and customer satisfaction Flexible and able to react to change in a productive and positive manner Strong work ethic and ability to work with a sense of urgency Ensures that all DBS customers are provided service that is complete, accurate, prompt, confidential, and courteous What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $60,000‑$75,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. #J-18808-Ljbffr

A professional association seeks a dynamic President & CEO to provide strategic leadership and manage daily operations. The role requires a minimum of 15 years of experience, including 5 years in a senior executive position. Key responsibilities include overseeing the annual convention and developing strategic partnerships. The position is hybrid with an office in San Diego, CA, and requires domestic and international travel. Ideal candidates should have strong marketing qualifications and a passion for the scuba diving industry. #J-18808-Ljbffr

Benefits 401(k) 401(k) matching Bonus based on performance Competitive salary Dental insurance Health insurance Opportunity for advancement Paid time off Profit sharing Stock options plan Vision insurance Company Overview NOW BOARDING. We're looking for a Managing Director to join our team at SFO. AvAirPros Services has represented the airlines' interests and helped them meet the airport's operational goals for over 35 years. We ensure all stakeholders successfully work through the business, financial, technical, and operational issues that arise in the aviation industry. Our client, the San Francisco Terminal Equipment Company, LLC (SFOTEC) is responsible for the operation and maintenance of equipment, facilities, and services at San Francisco International Airport (SFO) including all terminal, landside, and airside operations. You will report to the Chairperson and Executive Committee of SFOTEC and oversee the operational and business affairs to further the success of SFOTEC. Responsibilities As the Managing Director, you're responsible for all aspects of the day-to-day financial and operational affairs and the strategic direction of SFOTEC. You'll provide the Executive Committee with plans, achievements, and issues related to the management, finances, and operations of SFOTEC. Additional responsibilities include: Representing SFOTEC leadership as necessary. Knowledge of leases, contracts, agreements, and all other aspects related to the terminal, facilities, and equipment. Developing and maintaining key relationships within the SFO community at large including: SFOTEC Executive Committee, SFOTEC Member Airlines, Non-Member Airlines, SFOTEC Contractors and Service Providers, Airport Authority, and other government agencies. Management oversight, direction, and development of SFOTEC personnel in the departments: Operations, Equipment and Facility Maintenance, Strategy and Planning, Finance and Accounting. Ensuring SFOTEC achieves the Key Performance Indicators as committed in the International Terminal Equipment and Maintenance Operating Agreement (EMO) with SFIA. Overall management accountability for SFOTEC including Operational, Reliability of Facilities, Aeronautical Equipment and Assets, Strategy and Planning, and Business Matters. Developing and driving the strategic direction of SFOTEC under the direction and/or in conjunction with the Chairperson and Executive Committee. Representing SFOTEC in regular meetings with key stakeholders and partners. Developing annual operating and financial plans for coordination and approval of the SFOTEC Executive Committee. Exploring and assessing opportunities to drive growth and make recommendations to SFOTEC leadership balancing any potential financial return and strategic value. Performing other duties as assigned by the SFOTEC Chairperson and Executive Committee. Experience 10+ years of leadership experience BA/BS Accounting, Business, or Finance; MA/MS or MBA a plus In-depth knowledge of and management experience in commercial aviation required Naturally collaborative team player with excellent communication skills Strategic thinking and planning and strong understanding of market dynamics Demonstrated success in driving business growth Skilled at managing people/teams AvAirPros provides generous benefits including company-paid medical/dental/rx coverage, short and long-term disability insurance, and long-term care insurance. In addition, we offer a 401k (match+contribution) and a stock plan as well as PTO (vacation/holiday/sick). AvAirPros is proud to be an Equal Opportunity Employer; we embrace and celebrate diversity and are committed to maintaining an inclusive work environment for all including minorities/women/veterans/disabled/lgbt. #J-18808-Ljbffr

The Market Director for Los Angels leads LiftFund's regional strategy for philanthropic investment, public-sector partnerships, and small business lending growth. This role strengthens LiftFund's presence across the city of Los Angeles and serves as the organization's primary external representative in the region. The Market Director builds funding relationships, cultivates corporate and civic partnerships, and develops high-quality borrower pipelines that advance LiftFund's mission of expanding access to capital and supporting small business resilience. Essential Duties and ResponsibilitiesPhilanthropy and resource development Develop and implement a regional fundraising plan focused on major gifts, corporate partners, bank foundations, and public-sector investment. Build and steward relationships with foundations, corporations, anchor institutions, and funders aligned with economic mobility, disaster recovery, and small business stabilization. Prepare proposals, reports, budgets, and impact materials for donors and partners. Support multi-year funding opportunities that strengthen LiftFund's operating capacity and programs in Los Angeles. Civic and strategic partnerships Represent LiftFund across Los Angeles's civic and economic development networks, including chambers, business alliances, community coalitions, and regional initiatives. Develop and maintain relationships with Los Angeles County, the City of Los Angeles, economic development offices, and other public entities. Support LiftFund's participation in recovery-related convenings, small business forums, and community discussions. Lending and pipeline development Build a strong pipeline of viable small business loan applicants through referral networks, strategic outreach, and partnerships. Promote LiftFund's loan products, disaster programs, and technical assistance offerings across the region. Coordinate with lending teams to support application readiness and movement through intake, underwriting, and closing. Monitor the quality and progress of loan prospects and partner referrals. Community engagement and visibility Represent LiftFund at community events, business forums, workshops, and civic meetings. Participate in financial education sessions, outreach events, and public presentations. Strengthen LiftFund's visibility among small business owners, advisors, and support organizations. Internal collaboration and reporting Maintain accurate and timely data in CRM and lending systems. Prepare updates, forecasts, and impact reporting for internal teams and leadership. Collaborate with colleagues across lending, communications, finance, and program teams to support regional strategy. Bachelor's degree required; advanced degree preferred. Ten (10) years of progressive experience in philanthropy, partnerships, community development, economic development, lending, or external relations. Experience securing major philanthropic commitments or public-sector funding. Familiarity with small business capital access, credit readiness, or community economic mobility initiatives. Strong relationship-building skills with funders, partners, civic leaders, and community organizations. Effective communication and public‑speaking capabilities. Experience working autonomously in externally facing roles that require strategic engagement and regional relationship management. Strong analytical, organizational, and CRM skills. Pleasenotethis job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Travel Limited travel within the local area and infrequent overnight travel for meetings, conferences, training, or other business-related activities as needed. Position Type, Days and Hours This is a full-time, exempt position. The days and hours of work are generally Monday through Friday, 8:30 am to 5:30 pm, but the schedule may vary based on the needs of the position and the timing of key meetings and events. Physical Demands When working on-site, work is performed in a routine office environment. Prolonged sitting and some standing required. Occasionally lift, pull, carry and push items weighing up to twenty-five (25) pounds. This job requires working under stressful conditions to meet deadlines and address unexpected work challenges. LiftFund Inc. is committed to providing equal employment opportunities for all our applicants and employees without regard to age, color, mental or physical disability, gender, gender identity, genetic information, marital status, military status, national origin, pregnancy, race, religion, sexual orientation, veteran status, or any other protected characteristic. Also, LiftFund provides reasonable accommodation, and it is committed to engaging in the interactive process. In accordance with Section 504 of the Rehabilitation Act of 1973 and its implementing regulations, LiftFund Inc. does not discriminate on the basis of disability in admission to, access to, or operation of its programs, services, activities, or employment practices. LiftFund Inc. does not exclude or treat individuals differently because of disability. Reasonable accommodations are available to ensure equal access to all programs and services, including auxiliary aids and services such as qualified interpreters, accessible electronic materials, or alternate formats upon request. #J-18808-Ljbffr

A nonprofit organization is seeking a Market Director in Los Angeles to lead its regional strategy for philanthropic investment and partnerships. The role involves building funding relationships, cultivating corporate partnerships, and developing loan pipelines to support small business resilience. The ideal candidate will have over 10 years of relevant experience, strong communication skills, and the ability to represent the organization effectively in the community. This is a full-time, exempt position with an emphasis on strategic engagement and relationship management. #J-18808-Ljbffr

Managing Director - Strategy for a Single-Family Office based in Newport Beach, CA Our client is in search of a co-leader to round out the Family Office team that will serve G1 and G2 for this entrepreneurial family. The ideal candidate has an elite education - including a law degree and/or a Masters with a concentration in US Taxation. You have developed significant expertise in structuring and transactional strategy; strategic tax, trust and estate planning, facilitation, and administration. Your experience includes working in the tax function of a public accounting firm and/or handling family tax planning (including trusts and estate planning) at a law firm. Experience as part of a family office is a big plus. This role affords challenge and significant growth opportunity, and work-life balance. The principal has a proven commitment to longevity, collaboration, integrity and developing people. Compensation Our client is prepared to pay up to $1,200,000 with a combination of base and bonus. A long‑term incentive plan will also be offered. Ideally, they would like to make a hire in Q4 with a flexible start date after the first of the year. Full relocation package is available for the right candidate. To Apply Please apply at ********************************************************************************* for consideration. Qualified applicants will be contacted. #J-18808-Ljbffr

Industry Executive - Life Sciences Coverage, West Coast Region - Managing Director Job Information Job Identification 210599684 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 02/20/2025, 07:31 PM Job Schedule Full time Job Shift Day Job Description The role of a Life Sciences Market Executive is to lead a team of Bankers in their business development efforts to grow and retain profitable banking relationships with Life Sciences clients with annual revenue size ranging from $50 million and $25 billion. The role of a Life Sciences Market Executive is to lead a team of Bankers in their business development efforts to grow and retain profitable banking relationships with Life Sciences clients with annual revenue size ranging from $50 million and $25 billion. A typical team includes direct management of 3-5 Bankers. In addition, the Market Executive partners closely with credit underwriting, treasury sales, client service, an administrative assistant, and other functional areas inside and outside of the Commercial Bank to deliver products and solutions to clients. In this role you will be expected to maintain a portfolio of your own while leading the banking team, however, the portfolio size is typically smaller in recognition of management responsibilities. As part of the regional coverage, travel to clients may include approximately 25% of schedule. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Deliver the entire firm across lines of business Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies Lead specially assigned projects for the benefit of region and national team Hire, manage, coach, mentor and retain a high performing and diverse team Foster a diverse, equitable and inclusive work environment Required Qualifications, Capabilities and Skills Typically a minimum of ten years account relationship management experience with a focus on business relationships Understanding of Commercial Banking products and services with knowledge of the region Ability to mobilize internal networks and resources Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team Sales management and business development skills with proficiency in building and maintaining positive client relationships Excellent verbal and written communications skills; able to effectively communicate clearly and concisely Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Strong technology experience; digital background preferred Flexible to changing business priorities and ability to multitask FINRA securities licenses 79, 63 and 24 required or ability to obtain within reasonable timeframe About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not‑for‑profit organizations. #J-18808-Ljbffr

JPMorgan Private Client Market Director - Palo Alto, CA Job Information Job Identification 210596769 Job Category Relationship Manager Business Unit Consumer & Community Banking Posting Date 03/03/2025, 05:11 PM Locations Palo Alto, CA, United States Job Schedule Full time Job Description At JPMorganChase, we are committed to extraordinary client service, taking care of our employees, and building relationships while maintaining a strong commitment to diversity and inclusion. Using a best-in-class banking, lending, investment solutions and thought leadership, along with cutting edge digital technology, you will be front and center representing our brand and interacting with our employees and clients to offer them the best the firm has to offer. As a Market Director within JPMorgan Private Client, you will lead and develop a team of highly skilled, office-based Relationship Managers. These managers serve affluent clients with over $1MM in investable assets, catering to their investment, banking, and lending needs. Your role will require strategic thinking, a passion for excellent client service, and a proven track record in building an omni-channel business aimed at meeting the financial needs of affluent clients. You will be responsible for promoting the delivery of comprehensive financial solutions that exceed client expectations and foster long‑term relationships. Your role will also require proficiency in Sales and Practice Management, ensuring dynamic and consistent business performance at both the Relationship Manager and market level. Job responsibilities Develop and execute regional strategic plans to grow the affluent client segment and achieve business objectives Recruit, lead, mentor, and develop a team of exceptional Relationship Managers delivering a holistic set of wealth, banking, and lending solutions for affluent clients with $1MM + in investable assets Foster a culture and reputation of excellence, collaboration, and continuous improvement with the team and internal stakeholders Set clear performance expectations and provide regular feedback and coaching to team members Act as an escalation point for complex client issues, ensuring timely and effective resolution. Build and maintain strong relationships with key clients and centers of influence. Foster relationships with leaders across various lines of business to identify collaborative opportunities that enhance client relationships and support prospecting efforts Represent the company at industry events and networking opportunities to enhance brand visibility and reputation Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business Ensure teams operated within the firm's risk and controls framework, including the firm's Code of Conduct Required qualifications, capabilities, and skills Proven track record of growth and leadership building a business that features a holistic approach to wealth, banking, and lending for affluent clients Minimum of 10 years of experience in banking, wealth management, or financial services, with a focus on serving affluent clients and at least 5 years of Advisor management experience required Demonstrated ability to recruit, develop and coach exceptional professionals who can serve affluent clients across their wealth, banking, and lending needs Ability to foster a client‑centric culture Strong understanding of wealth management, banking, and lending products and services Excellent interpersonal, communication, and strategic thinking skills, excellent follow‑through, and a strong commitment to upholding a sound risk and controls environment Demonstrated ability to build and maintain internal partnerships across various departments to enhance service delivery and client satisfaction Proven success in business development, including working with strategic clients and centers of influence to drive business growth and expand market reach Ability to travel 30% of the time Preferred qualifications, capabilities, and skills Bachelor's Degree preferred and/or equivalent experience FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. About Us Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most‑used digital solutions - all while ranking first in customer satisfaction. #J-18808-Ljbffr

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. **Job Responsibilities** + Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience + Generate business results and acquire new assets, both from existing client base and new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal specialists to provide interdisciplinary expertise to clients when needed + Connect your clients across all lines of business of J.P. Morgan Chase & Co. + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required Qualifications, Capabilities, and Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established network + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business + Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Job Information Job Identification 210700344 Business Unit Asset & Wealth Management Posting Date 01/09/2026, 08:59 PM Job Schedule Full time Job Shift Day Job Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. #J-18808-Ljbffr

This is a unique leadership opportunity to steer a highly esteemed, community-focused nonprofit organization in Charlotte, NC, into its next stage of growth and influence. With a foundation of robust financial health, a committed team, and an active Board, the organization is well-positioned to enhance its local impact and expand its reach. As only the second CEO following the founder, you will inherit a remarkable legacy and face the exciting challenge of guiding its evolution with strategic vision and innovative approaches. You will advance the mission, cultivate organizational resilience, and ensure operational excellence with disciplined execution and a community-first mindset. Reporting to the Board, you will steward the organization's historic strengths while positioning it for future relevance and sustainability. You'll inspire staff, volunteers, partners, and donors as a trusted and collaborative leader rooted in Charlotte's dynamic nonprofit ecosystem. Responsibilities / Ideal Candidate Profile Aligned with Common Wealth Charlotte's (CWC's) leadership framework, the ideal candidate will bring skills paired with key responsibilities: Cultivate philanthropic support and diversify revenue streams. Expand organizational funding and deepen donor engagement leveraging strategic and creative approaches to support existing program operations and regional expansion. Strengthen CWC's community presence to garner new opportunities. Anticipate and shape the future with bold, adaptive thinking. Implement transformative strategies-balanced by humility and collaboration. Design and implement a multi-year strategic plan aligned with CWC's mission, funding, and community needs. Energize and engage CWC's staff, board members, volunteers, event committees, alumni, partnering organizations, and funders, fostering a sense of team focused on unified goals. Lead with a deep commitment to community and mission, empathy, inclusivity, authenticity and cultural competency. Coach, lead, develop, and retain Common Wealth Charlotte's senior leadership team. Collaborate with the board to ensure strong organizational stewardship, deep board engagement in leading the strategic direction of local operations, and an effective board recruitment and onboarding process. Cultivate a mission-aligned culture committed to staff development and excellent board governance grounded in authenticity and transparency. Demonstrate and leverage expertise in nonprofit financial and operational management. Utilize a data-driven approach to aligning resources for mission impact while sustaining organizational health. Implement a trauma-informed approach to core financial literacy programs. Ensure ongoing programmatic excellence, rigorous evaluation, and consistent quality in finance, administration, fundraising, communications, and systems. Recommend timelines and resources needed to achieve strategic goals. Oversee systems that track progress and growth, regularly review programs, and share results with the board, funders, and partners. Inspire the community with compelling stories and relational gravitas, rallying support and expanding partnerships throughout Charlotte's civic and philanthropic circles. Build cross-sector coalitions anchored in trust and shared purpose. Deepen and refine all aspects of communications-from web and social media presence to external relations-with the goal of creating a stronger brand. About the Organization Founded in 2015, Common Wealth Charlotte empowers economically vulnerable wage earners across Charlotte-Mecklenburg with the financial capabilities needed to achieve stability and reduce dependence on charitable assistance. CWC uses a trauma-informed approach-offering education, personalized financial counseling, access to banking, and 0%-interest loans-to catalyze upward economic mobility and foster hope and resilience. Programs include workshops and one-on-one counseling conducted by certified financial educators throughout the region. Clients have seen average credit score improvements of 86 points after a paid in full CWC loan, reflecting meaningful impact. CWC offers 0% interest loans that help clients avoid predatory financial institutions. Want to know more? Visit Common Wealth Charlotte's website at: ************************************** Additional Preferred Attributes Authentic, grounded, and values-driven: Models integrity and transparency in every interaction, serves as a trusted voice within the community, and demonstrates consistent alignment of decisions with mission and values. Relational, curious, and deeply rooted in Charlotte's community. Invests in building meaningful connections, shows genuine curiosity about the perspectives and needs of others, and maintains a strong presence in the civic and cultural life of Charlotte. Committed to equity, inclusivity, and cultural competence: Affirms diversity while actively working to remove barriers, foster inclusive practices across the organization, and ensure programs reflect an equitable approach to serving the community. Adaptive and resilient: Navigates uncertainty with confidence, adjusts strategies when needed, and leads the organization with steadiness and optimism during times of change. Inspirational communicator: Connects with people across diverse backgrounds, inspires trust and hope, and articulates a compelling vision that motivates staff, volunteers, donors, and community members. Application Think you are the next Common Wealth Charlotte CEO? To apply, visit *********************************** The application will request a compelling cover letter, resume, salary requirements, and professional references. Please note that phone calls are not accepted, and submissions must be made via the portal. For support, contact ***************************. Compensation The salary range is $110,000 to $120,000, commensurate with experience. Benefits include a bonus plan up to 10% of base salary (based on performance), contributions towards retirement and qualified health plans, including paid time off. The organization is an equal employment opportunity employer and actively seeks a diverse applicant pool-regardless of race, color, national origin, religion, disability, gender, gender identity, sexual orientation, or age. About Armstrong McGuire Armstrong McGuire is a national executive search, fundraising, and strategic advising firm that believes in unlocking the potential of nonprofit leaders and the communities they serve. Founded in 2004, our diverse team of advisors work with clients and leaders to align strategy, optimize operations, build capacity, and lead nationwide searches that bring supremely talented individuals to high-impact organizations. Learn more about our services in talent acquisition, fundraising counsel, and strategic planning. #J-18808-Ljbffr

Select how often (in days) to receive an alert: Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Global Banking and Markets Global Banking & Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! Purpose The US Deputy Chief Information Security Officer (Deputy CISO) will support the MD & US CISO in building robust United States technology risk (includes all non-financial risks such as Cyber Risk, Availability, Resiliency Risks and Operational Risk) related controls and processes and ensure they are maintained and adhered to in the assigned portfolio. Along with the MD & US CISO the Deputy CISO will collaboratively assess, evaluate and remediate increasingly complex technology risk, design controls and assist in their implementation in the USA, a key growth market. Acts in the line of defense as Internal Control (1B) to ensure implementation of initiatives in accordance with regulatory expectations, risk appetite, organizational risk practices and evolving business practices. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. What You'll Do Champion a customer focused culture to deepen relationships with Sr. leadership, peers, and functional groups by leveraging IT and risk expertise. Partners across senior executives US CIO, Global CISO, Risk, Operations, compliance and legal teams to deliver improved US regulatory outcomes and strategies. Supports in the US 1st line Technology Risk, Cyber Security and Internal Controls teams. Alongside with the MD & CISO, the Deputy CISO will collaborate with US CIO and Global CISO, in leading frequent interaction and reporting to US Federal Regulators. Support in overseeing critical 1st Line of Defense (1B) function in highly regulated US Technology realm with ongoing guidance to support the implementation of, and compliance to, established IT Standard, Policies, Procedures, regulatory, operational risk and cyber risk requirements through active engagement, guidance and counselling. Support in leading US 1st Line of Defense (1A) teams and Risk owners, to build their capability to identify, assess, mitigate and monitor risks associated with their use of information and IT systems. Is primary interface and conduit between the 1A risk owners and other risk groups or advisors in various business areas (Internal Controls, Audit, Cyber Security, Privacy, Fraud, Resilience, Availability) to spearhead the facilitation and execution of risk management activities. Support in Managing Technology Risk identification, assessment, prioritization for relevant business areas. Ensures observations, issues and outputs are tracked and actioned. Support in leading US Technology risk control testing and monitoring and guides all US based Technology Risk Owners with remediation plans. Partner with and face other risk groups to assess, implement and communicate new/updated risk controls, frameworks, policies, risk indicators, metrics and limits. Oversee analyses of systems or asset data and deliver monthly / quarterly reporting for senior management, Internal Controls, GRM, Compliance, Audit, Operational Risk or 1A stakeholders. Leads team that develops reports and presentations to deliver updates on KPIs/KRIs to various audiences, including senior business risk committees. Develop or manage programs to establish KRI performance within the bank's risk tolerance. Prioritize risk activities, ensure timely remediation and elevate when necessary. Evangelize for Technology Risk and promote a strong risk culture in partnership with the risk owners. Co-ordinate SOX control testing. Facilitate evidence collection and elevate conflicts or roadblocks to relevant SME to ensure control testing is completed as per schedule. Prepare quarterly SOX attestations. Ensuring that sound and consistent information security architectures that have been defined and documented are leveraged and effectively communicated to local business lines and technology support groups. Support in the directing, assuring, and advancing the security of the Scotiabank Group's networks, including the reliability and manageability of logical access security and application change control operations locally. Pursuing security and control process improvements and the protection of emerging technologies and new delivery systems; In collaboration with the Central ESS/CSS/GSS functions. Working closely with Global Security Operation Services, Global Advisory Services and Enterprise Security Services to facilitate communication, support and transmit the Bank's Information Security vision as developed by the global CISO. Creates an environment in which their team pursues effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Scope includes compliance with information security regulations, user education and access, and cybersecurity. Accountable for understanding, communicating and ensure compliance with Scotiabank's Information Security Policies as defined by Global Security Operation Services and Enterprise Security Services functions. Leads the design and operation of related compliance monitoring and improvement activities to ensure compliance both with internal security policies and applicable laws and regulations. Provides and maintains technical expertise on security aspects of systems, applications, and networks currently resident in the company and those planned for in the future. Reviews system development, maintenance and acquisition efforts to ensure efficient and adequate security provisions. Actively pursue effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct. Champion a high-performance environment and implement a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment, communicating vison/values/business strategy and managing succession and development planning for the team. Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions. What You'll Bring Candidates should have a breadth of Technology and non-financial Risk management experience. 10+ years (governance, operations, audit, cyber, control functions, compliance, risk management). Candidates require expert leadership, communication (both verbal and written) and influencing capability, supported by well-developed logical thinking competencies. Proficient written and verbal communication required at all levels of the organization is essential. Requires expert Technology risk management experience in multiple areas including but not limited to; internal controls, systems design, security, availability/stability/resiliency, disaster recovery, third party risk management, change management, release management, audit, regulatory risk, logical access, software currency. Exposure to cloud controls would be an asset. Proven experience in risk or Cyber security leadership preferably with deep knowledge of US and GBM businesses including related systems, procedures, regulations expected. Ability to balance contesting or conflicting goals of various departments and stakeholders which requires a mature, diplomatic approach and advanced negotiation, project management, governance and influencing skills. Strong presentation design and delivery expected as part of the leadership team. Data Analytics and Visual dashboarding would be desirable. Knowledge or understanding of Risk / Control frameworks (ITIL, ISO, COBIT, NIST, FFIEC). Advanced degree in Computer Science, Engineering, Business Commerce or equivalent experience. Additional relevant Certifications would be an asset - ITIL V3 Foundation Cert. in ITSM, COBIT, CRISC, CISSP. Interested? If your experience is closely related but doesn't align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank! At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture. What's in it for you? Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well‑being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. #DALLAS Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. #J-18808-Ljbffr

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. In transfer pricing at PwC, you will focus on providing guidance and support to clients on transfer pricing matters. In this field, you will help businesses establish and maintain appropriate pricing for transactions between related entities, maintaining compliance with tax regulations and minimising the risk of disputes. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Transfer Pricing team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director you are to set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. You are also responsible for mentoring the future leaders and fostering an environment where people and technology thrive together. Responsibilities Set strategic direction for the Transfer Pricing team. Lead business development and client engagement efforts. Oversee multiple projects to achieve successful outcomes. Maintain and build executive-level client relationships. Mentor and develop future leaders within the team. Promote the use of technology to enhance tax advisory services. Assure compliance with professional standards and firm policies. Foster an environment that encourages innovation and technological growth. What You Must Have Bachelor's Degree in Accounting, Business Administration/Management, Economics, Finance, International Business. 6 years of experience. CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity. What Sets You Apart Master's Degree in Economics, Public Administration, Finance preferred. Broad knowledge of economic analyzes for multinational corporations. Proficiency in corporate tax and international tax research. Experience in market studies and industry research. Skills in pricing policies and market studies execution. Proficiency in strategizing on tax authority audits. Ability to develop and sustain meaningful client relationships. Competence in preparing and presenting complex documents. Experience in leading teams and generating a vision. Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit: ************************************ #J-18808-Ljbffr

A leading global consulting firm seeks a Director in Operations Consulting to drive business growth and optimize insurance operations. You will lead strategic initiatives, mentor teams, and enhance customer service processes. The ideal candidate has at least 15 years of experience in consulting and insurance, along with a Bachelor's degree. This role is essential for maintaining executive-level relationships and ensuring customer satisfaction through effective management. A competitive salary ranging from $155,000 to $410,000 is offered, with various benefits applicable. #J-18808-Ljbffr

Donor Development Strategies (DDS) in collaboration with your local PBS & NPR station is searching for a dedicated Nonprofit Canvass Director to lead our grassroots efforts. This crucial role involves fundraising and community engagement to support public media outlets like PBS and NPR. We offer a structured 40-hour work week along with comprehensive benefits, including healthcare options, dental and vision plans, a 401(k), and Paid Time Off. Role Overview and Responsibilities The Nonprofit Canvass Director is a pivotal position where you will lead, manage, and inspire a team to meet and surpass fundraising targets. If you are passionate about public media and excel in leadership, we encourage you to apply. Field Leadership and Fundraising Lead by Example: Participate in field canvassing 4-5 days per week. Training: Implement comprehensive training for canvassing staff to ensure achievement of goals. Performance Targets: Meet and exceed minimum set quotas for fundraising and canvassing activities. Staff Management and Development Supervision: Create and implement effective training plans for new and existing staff. Accountability: Ensure staff adherence to schedules, quality standards, and professional protocols. Administrative Duties Data Management: Collect and ensure the accuracy of data related to daily operations and fundraising efforts. Resource Management: Oversee the security and confidentiality of donor contributions and reach goals in financial stewardship. Communication and Collaboration Team Engagement: Maintain open communication channels within the director team and report to the Project Manager. Professional Liaison: Represent DDS professionally in all interactions with stakeholders and team members. Preferred Qualifications and Skills Experience: Prior experience in canvassing, fundraising, organising, or leadership roles is highly desirable. Technological Proficiency: Familiarity with Microsoft Office and cloud-based storage platforms is essential. Communication: Outstanding verbal and written communication skills are necessary for public and team interaction. Organisational Skills: Strong attention to detail, exceptional time management, and multi-tasking capabilities. Work Environment and Physical Requirements Canvassing: Ability to commit to up to 5 hours of outdoor walking most days per week. Flexibility: Must be available to work Saturdays and possibly some holidays. Compensation and Benefits Salary: Competitive pay of $24.00 per hour with potential for bonuses based on fundraising success. Benefits Package: Includes healthcare, vision, dental, 401(k) with employer contributions, and Paid Time Off. Reimbursements: Mileage reimbursements at the IRS Rate for work-related driving. If you are passionate about making a difference through public media and meet these qualifications, your next career opportunity awaits with us! #J-18808-Ljbffr

Notes to applicants: * Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role. * Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer. * Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply. * The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use. * If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request. Job Description: The Regional Director of the Client Acquisition Team (C.A.T.), is responsible for business development of new clients, primarily focusing on industry events, both national and regional. They will also help with sales related activities as well as organize efforts of proactive outreach based on future Dimensional conferences and webcasts. They will also utilize LinkedIn Sales Navigator to its fullest extent to find opportunities of potential interested advisors. To be successful, the Regional Director must have a foundational knowledge of investments, capital markets and asset allocation theory. The ability to discuss the sophisticated investment solutions that Dimensional provides is critical to working with and influencing Advisors. Just as important, the Regional Director must have a solid business development and understand the issues and setbacks Advisors face in building a client-centric, fee-based business. Responsibilities: * Sales leadership and management of a national prospect territory composed primarily of RIA financial advisors. * Develops new advisor relationships * Consults with advisors on building an efficient practice while providing a successful investment experience to clients. * Act as a trusted advisor to clients and colleagues alike * Presents Dimensional Fund Advisors' investment capabilities, investment theory and performance to Financial Advisors, branch offices, company conferences and industry functions. * Formulates and executes tailored Dimensional initiatives and champions existing company initiatives. * Be a team-player and sales and marketing thought leader within the Dimensional team. * Be a spokesperson and ambassador of the Dimensional brand and investment theory throughout the industry and marketplace. * Increase revenues, AUM and Advisor clients within the territory through the profitable growth of Dimensional's product suite. * Desirable experience and traits: * Extensive experience in the Financial Services Industry. * Bachelor's Degree required; MBA, CFA or CFP preferred. Also Series 24 is a plus. * A personal alignment, understanding and appreciation of Dimensional's investment process, philosophy and business strategy. * Demonstrated track-record of building Advisor relationships and growing a territory. * Extensive knowledge and network of RIA Financial Advisors who may share a similar investment philosophy to Dimensional or with enough intellectual curiosity to want to learn more about it. * An entrepreneurial spirit with high energy and passion; a self-starter. * Excellent written and verbal communication skills, particularly with regards to conveying technical investment approaches and key Dimensional selling points in a clear and compelling manner. * Ability to present Dimensional's products and philosophy to small and large groups. * Act as a coach and mentor to junior members of the team * Results-oriented but highly collaborative * Ability to work successfully in teams as well as operate on your own merit * Some travel will be required at specific industry events * SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required; SIE and Series 7 must be obtained within the first 12 weeks of hire as a condition of employment. #LI-Hybrid Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth. It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.