Associate Director jobs at Energy & Environmental Investments - 2457 jobs
Associate Director/Director
Energy & Environmental Investments 3.7
Associate director job at Energy & Environmental Investments
Why You Should Join the E3 Team When you join the E3 team, you will be working on some of the most important energy issues with some of the top minds in the electricity industry. We help shape energy and climate policy, play vital roles in regulatory proceedings, advise executives, and inform investment and planning selections. At E3, you will be challenged and inspired. Who We Are Founded in 1989, Energy + Environmental Economics (E3) is a fast-growing energy consulting firm that helps utilities, regulators, policy makers, developers, and investors make the most educated strategic decisions possible as they implement new public policies, deploy and develop new technologies, and address customers' shifting expectations. We have offices in San Francisco, New York City, Boston, Denver, and Calgary. Because E3 works with customers from all sectors of the electricity industry, we provide a 360-degree knowledge of markets, planning, policy, regulation, and environmental factors. Just as important, we are driven to deliver clear, unbiased evaluations that help customers make informed decisions. E3 works on high-profile, high-impact projects in jurisdictions that spearhead the implementation of clean energy policy. In California, Hawaii, and New York, we are advising state agencies and regulators about how to implement clean energy policies with an emphasis on customer incentives and markets. E3 is also expanding its international presence with recent projects in Europe, China, India, and Africa.
About You Our AssociateDirectors and Directors take on a pivotal role to help manage, shape, and continue to develop an E3 Practice Area. In this position, you will help to drive the continued growth of E3's business through strategic project and thought leadership, developing our next generation of leaders, and further advancing our reputation for best-in-class solutions to our broad base of clients. You bring curiosity, thrive in a rigorous and quantitative solution-finding environment, take a collaborative approach to project work, are comfortable coaching and providing feedback to others, and are practiced at working closely with clients and stakeholders while supporting the execution of our business and mission. We seek those that are inquisitive and look at all sides of an issue to make informed recommendations with confidence and clarity. You pride yourself in your technical aptitude and deep subject matter expertise. You bring a strong attention to detail and your project management and leadership techniques help you independently create and actualize work plans that are efficient while delivering an elevated level of guidance to serve our customers.
We are also open to hiring new Directors and that have additional years of experience and demonstrated ability to support significant business development upon hiring.
The Role
This is a unique opportunity for a senior professional looking to further their career with an equity stake in a company that leads the field in energy consulting. As an AssociateDirector, you will spearhead client-facing interactions and play a leadership role in identifying the approach and methods for medium-to-large sized projects. Our AssociateDirectors direct workstreams within projects and contribute heavily to written reports and papers. They also regularly deliver findings and summaries to customers, making presentations and replying to questions. Duties will grow to include more elaborate investigative tasks, overseeing the management of existing tools, and leading efforts on proposal writing. Work Environment
E3 has adopted a hybrid and flexible work environment that adapts to changing needs of projects and safety requirements. Because E3 thrives in a strong collaborative office-based working environment, we encourage our E3 employees to work from the office at least 2-3 days per week, usually including Tuesdays and Thursdays. Must be able to work for extended hours in front of a computer screen and conduct meetings on the telephone and virtually.
Role DetailsHours: Full TimeTravel: Occasional (up to 10%) to client sites as needed, typically through the United State and/or CanadaOffice Location: E3 Office (San Francisco, New York, Boston, Denver, or Calgary, AB); Remote may be considered. Responsibilities
Lead the delivery of customer work through modeling, developing presentations, writing and preparing entire subsections of reports and papers, and owning customer requests
Conduct independent research using your ingenuity and curiosity to make reasonable assumptions and produce appropriate solutions, at times with incomplete information
Fulfill end-to-end project obligations
Deliver presentations to customers and reply to questions
Develop aptitude in using a flagship modeling tool, gathering relevant data, and vetting results
Oversee or assist in management of existing tools as needed
Oversee or implement major revisions to toolkits
Apply core QA/QC best practices
Lead proposal writing on small/medium projects
Translate results of research and evaluations into clear visual representations
Head the creation or editing of spreadsheets to be "client-ready,” including developing tools for customer solutions
Proactively track actual performance of own work performed against the established plan, with ongoing communication with the Director or Manager
Track and manage actual performance of project teams against the established plan, with ongoing communication to project team members
Capture project learnings and repeatable products and work samples for future use according to knowledge management processes
Assist with internal initiatives as needed
Requirements
7+ years of relevant experience (e.g. at a consulting firm, at a utility or on a public utilities commission)
Deep subject matter expertise in one or more of our three practice areas: 1) Climate Pathways and Electrification, 2) Integrated System Planning, or 3) Asset Valuation, Transmission and Markets
Ability to leverage existing and develop new client relationships to generate new business
Significant familiarity with the electricity industry landscape including state and federal regulations, business models, financial fundamentals, and rate development
Passionate about the transition to a low-carbon economy
Demonstrated success guiding ideas, people, and projects
High fluency in Microsoft Excel and PowerPoint; quantitative modeling methods and/or programming knowledge and experience are also valued
Things that Set you Apart
You bring deep subject matter expertise specifically in energy, economics or finance, and climate change issues
You have significant project management and leadership experience in a technical or analytical environment
You have extensive experience coordinating with customers on a regular basis
You believe it is essential to achieve a transition to a low-carbon economy and love thinking about the future of energy
You work collaboratively and help each member of your team to do their finest work, aware that each brings different experiences, techniques, and qualifications to the table
You enjoy translating technical concepts to a broader audience
You take ownership of your work, proactively seeking out answers to questions and enjoy finding creative solutions to issues you encounter
E3's Commitment to You
E3 provides abundant opportunities for professional growth and invests significantly in employee development. Right from the start, our team works hard to provide you with a customized multi-week onboarding experience where you will meet with colleagues, Partners, and your own mentor. Every September, all new hires attend E3's proprietary internally developed 22-course training program which broadens your foundational industry-specific knowledge as well as develops those skills essential to being a great consultant. E3 also provides every employee with an annual professional development stipend, opportunities to attend conferences, and personalized career development at every stage of your employment. In addition, E3 offers employees a broad, best-in-class range of benefits and supportive rewards to support you both personally and professionally. Some benefits include:
· Base and bonus commensurate with experience and performance · Exceptional benefits such as medical, dental, and vision insurance plans · Health Savings Accounts and Flexible Spending Accounts · 401k (Retirement) with corporate match · Flexible Paid Time Off plus standard company holidays · Short-term and long-term disability · Fitness and wellness stipend and corporate discounts · Professional Development annual stipend · Relocation assistance · Up to 12 weeks paid parental leave · Mentorship program · Employee referral program · Commuter benefits EEO Non-Discrimination and ADA Reasonable Accommodation Statement Applicants are considered for all positions without regard to race, color, creed, religion, age, national origin, alienage or citizenship status, gender, sexual orientation, gender identity, marital or partnership status, disability, military status, veteran status, pregnancy or predisposing genetic characteristics. Willdan does not discriminate on the basis of physical or mental disability where the essential functions of the job can be reasonably accommodated. Determinations on requests for reasonable accommodation will be made on a case-by-case basis. If you need reasonable accommodation for any part of the application and hiring process, please notify us. Willdan Group Inc. participates in E-Verify
$99k-152k yearly est. Auto-Apply 60d+ ago
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Vice President, Security Architecture
Fidelity Investments 4.6
Boston, MA jobs
At Fidelity Brokerage, we are seeking an accomplished Cybersecurity Solutions Architect to support the Architecture Governance team in defining secure, end-to-end technology strategy for the retail brokerage customer experience. In this role, you will lead efforts to continuously improve the cybersecurity posture and practices within the Brokerage technology Architecture and Engineering organizations in collaboration with Enterprise cybersecurity efforts.
The Expertise You Have
An ideal candidate will have a solid cybersecurity background and proven experience building secure, scalable systems within FinTech. The ideal candidate will also have an effective combination of interpersonal and technical skills enabling them to work effectively within large organizations, building relationships and collaborating with architecture, product owners, engineering, QA, and customers to bring new experiences and capabilities to market.
The Skills You Bring
Deep understanding of application security frameworks, disciplines and practices, experience with secure application development and application security risk mitigation techniques
Deep technical understanding of and experience with security technologies including, but not limited to, Identity and Access Management, cryptography, key management, OIDC, OAuth, SAML, Azure AD, OPA
Experience architecting and implementing solutions for identity management including single sign-on and federated identity management, authorization and identity provisioning
Depth of knowledge in architecture and an ability to translate business objectives into technology solutions. Experience in a wide array of architecture patterns including architecting highly performant systems, event-driven architectures, APIs, data architecture and security architectures
Deep experience in architecting, designing & building highly scalable, low-latency applications
Demonstrated desire and skill to turn concept and theory into pragmatic implementations by performing end-to-end hands-on proofs of concept, providing concrete solutions and clear migration plans to enable adoption.
Demonstrated ability in defining new and/or evolving existing strategies, aligning with enterprise direction, collaborating with, and influencing technology partners to adopt and implement accordingly
Experience addressing unique security considerations of cloud computing, especially that of AWS
Experience leading Security architecture teams and working with security vendors
Experience guiding and coaching engineering teams regarding security best practices and following through with oversight on implementation.
Good interpersonal and communication skills
Passion and curiosity to work with others to foster ideas and produce creative solutions to intricate problems while making smart choices balancing design and delivery
Experience of developing applications with Java, SpringBoot, Node, and experience working with API's (both API Development & API Consumption)
Experience in designing, developing, and deploying applications on AWS. Practical knowledge of a broad range of AWS services, including compute, containers, databases, analytics, and security
Well-grounded knowledge of engineering and continuous delivery practices
Bachelor's degree in Computer Science, Information Technology, or a related field
Relevant certifications - CISSP, CCSP, ITIL, or equivalent
Solid understanding of cryptography controls and enterprise PKI operations
The base salary range for this position is $126,000-255,000 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
$126k-255k yearly 2d ago
Financial Services Global Structuring - Director
Price Waterhouse Coopers 4.5
Chicago, IL jobs
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. Those in international tax at PwC will provide advice and guidance to clients on structuring their global tax positions. Your work will involve analysing international tax laws and regulations to develop strategies that optimise tax efficiency and minimise risks for multinational businesses.
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 International Tax Services Generalist - CS 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 expected to set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects, maintaining executive-level client relations. You are crucial in driving business growth, shaping client engagements, and mentoring the future leaders, while upholding PwC's reputation for quality, integrity, and inclusion.
Responsibilities
Set strategic direction for technology-enabled tax advisory services
Lead business development to drive growth
Oversee multiple impactful projects
Maintain executive-level client relationships
Mentor and develop future leaders
Shape the direction of client engagements
Implement digitization and automation initiatives
Adhere to tax regulations and standards
What You Must Have
Bachelor's Degree in Accounting
A Juris Doctorate (JD), Master of Laws (LLM), or Master's degree in Accounting or Taxation field of study can be considered in lieu of a Bachelor's Degree in Accounting
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
Corporate and partnership taxation knowledge
Assisting financial services companies with tax impact
Tax structuring of funds and financial assets
Enhancing tax efficiencies of cross-border flows
Developing and sustaining meaningful client relationships
Leading teams to generate vision and direction
Utilizing automation and digitization in tax services
Evaluating and negotiating contracts
Leveraging pricing tools for strategies
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 the following link: ***********************************
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.
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A leading global investment firm is seeking an experienced Managing Director to oversee private client assets, construct diversified portfolios, and manage client relationships. Ideal candidates will have at least 20 years of investment experience, strong communication skills, and a deep understanding of capital markets. This role offers a unique opportunity to lead a talented investment team and engage directly with high-net-worth clients.
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$199k-284k yearly est. 1d ago
Managing Director, M&A Advisory & Deal Leadership
BDO USA 4.8
San Francisco, CA jobs
A leading financial advisory firm is seeking a Managing Director to oversee mergers & acquisitions transactions. The role involves driving business development, managing execution teams, and mentoring staff. Candidates must have a strong background in corporate finance, with a Bachelor's in Accounting or Finance and an MBA. The firm offers a competitive salary range of $225,000 - $300,000, commensurate with experience, and looks for strong analytical and problem-solving skills.
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$225k-300k yearly 2d ago
Managing Director, BDO Capital Advisors - Investment Banking
BDO USA 4.8
San Francisco, CA jobs
The Managing Director at BDO Capital Advisors advises clients through mergers & acquisitions and strategic solutions, driving business development through networking to convert prospects into clients. The Managing Director oversees transaction execution, ensures deliverables are met on time, manages the execution team's workload, mentors staff, and focuses on measurable revenue results with a metrics‑driven mindset.
Job Duties
Execute buy‑side and sell‑side transaction advisory engagements, managing financial and business due diligence for companies, private equity or debt investors.
Engage in business development activities, marketing services to external clients and internal partners, supporting sales and marketing strategies.
Network with prospects to build revenue‑producing relationships.
Analyze client data for financial and operating trends, quality of earnings, working capital, liabilities, and risks, guiding decision‑makers.
Review transaction documents and provide negotiation insights.
Identify pre‑ and post‑close business opportunities and enhance go‑to‑market strategies.
Commit to satisfying internal and external customers.
Perform 100% of job duties in the office.
Other duties as assigned.
Supervisory Responsibilities
Manage the team's efforts with an apprenticeship approach.
Direct due diligence meetings, draft and review tailored reports for key issues.
Coordinate client approach throughout the transaction process.
Lead engagement, serve as principal contact, oversee deliverables, and provide real‑time feedback to clients and providers.
Lead day‑to‑day transaction execution, including due diligence, valuation, and contract negotiation.
Qualifications, Knowledge, Skills and Abilities Education
Bachelor's Degree in Accounting or Finance, required.
MBA, required.
Experience
Ten (10) or more years at an investment bank or similar corporate finance vertical, required.
Experience at a middle‑market investment bank, preferred.
Experience managing and leading a team of VPs, associates, and/or analysts (in person and remotely), preferably at a regional boutique or middle‑market bank, required.
License/Certifications
FINRA Series 63 and 7 or 79 licenses, or actively pursuing licensure, required.
Software
Proficient in Microsoft Office Suite, required.
Language
N/A
Other Knowledge, Skills, & Abilities
Strong business acumen and analytical problem‑solving skills, understanding business model impact on performance.
Comfort with ambiguity and fluid client situations.
Strong time‑management skills, ability to multi‑task and prioritize simultaneous deadlines.
Advanced analytical and modeling skills with attention to detail.
Excellent written and verbal communication with a polished/professional demeanor.
Team player capable of working cohesively with colleagues and clients.
Self‑motivated and capable of working under pressure with proactive follow‑up skills.
Ability to travel for client meetings/events during regular work hours, evenings, and/or weekends.
Individual salaries are determined after considering numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $225,000 - $300,000
Maryland Range: $225,000 - $300,000
NYC/Long Island/Westchester Range: $225,000 - $300,000
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$225k-300k yearly 2d ago
Associate Director - Americas Public Finance, Housing: S&P Global
S&P Global 4.3
San Francisco, CA jobs
About the Role
AssociateDirector - Americas Public Finance, Housing
Grade Level: 12
The Team
Credit Analytics is an integral part of the Global Ratings Services team within S&P Global Ratings, comprising a diverse group of 1400 analysts spread across key financial hubs worldwide. Our culture thrives on collaboration and a global mindset, fostering an environment of inclusivity and continuous learning. The Americas Public Finance Housing team manages a portfolio of approximately 600 ratings associated with housing finance agencies, public housing authorities, and community development finance institutions. We value analytical excellence, mentorship, and expertise in affordable housing markets.
Responsibilities and Impact
Serve as primary analyst and recognized expert for housing credits of varying size and complexity, demonstrating advanced knowledge of affordable housing markets, housing finance agencies, and community development finance institutions
Lead and mentor junior analysts in complex analytical matters, providing expert guidance on housing sector analysis while role‑modeling analytical curiosity and collaborative teamwork to build organizational knowledge
Apply comprehensive credit knowledge to analyze complex bond securities, economic indicators, management structures, governance frameworks, and challenging deal‑specific situations while making well‑informed recommendations
Participate actively in rating committees as a subject matter expert, contributing analytical insights and influencing credit decisions through well‑reasoned presentations that demonstrate mastery of S&P methodologies
Communicate complex housing analysis effectively to diverse stakeholders including issuers, municipal advisors, investors, and media through analytical reports, timely industry commentaries, and thought leadership pieces
Manage analytical resources to deliver high‑quality analysis across your portfolio while ensuring annual surveillance requirements are met and maintaining S&P's quality standards
Foster a risk‑aware culture by leading by example and ensuring analytical rigor in all housing sector evaluations
All employees are required to work from the office a minimum of 2 days per week
We require all candidates who reach the final stage of our interview process to attend at least one in‑person interview, which is ordinarily at your nearest S&P Global Ratings office. This must be completed before we can proceed to an offer
What We're Looking For Basic Required Qualifications
Bachelor's degree from an accredited institution
4+ years of experience in Public Finance with demonstrated expertise in housing sector analysis, affordable housing programs, or housing finance agencies
Proven ability to lead and mentor analytical professionals, with experience guiding junior colleagues through complex credit analysis and operational processes
Strong credit analysis expertise including experience with bond structures, financial statement analysis, and risk assessment methodologies
Excellent communication skills with ability to articulate complex housing market dynamics to diverse audiences both internally and externally
Demonstrated ability to work collaboratively in a multicultural environment while operating with autonomy and requiring minimal direction
Change‑ready mindset with preparation to adapt to a changing work environment, including AI‑human analytical workflows.
Additional Preferred Qualifications
Master's degree in business, public policy, public administration, finance, or related field
Experience with housing finance agency operations, affordable housing tax credits, or community development finance
Track record of mentoring and developing analytical talent within financial services or rating agencies
Experience writing analytical reports or thought leadership pieces in housing or public finance sectors
Compensation/Benefits Information
The anticipated base salary range for this position is $120,000 - $158,000, depending on location, experience, and skills. This role is eligible for an annual incentive plan and additional S&P Global benefits.
For more information on the benefits we provide to our employees, please visit S&P Global Benefits.
Equal Opportunity Employer
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to: *************************** and your request will be forwarded to the appropriate person.
US Candidates Only: The EEO is the Law Poster **************************************************************** describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - ********************************************************************************************
Job ID: 322395
Posted On: 2025-11-17
Location: Boulder, Colorado, United States
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$120k-158k yearly 2d ago
Market Executive, Technology, Middle Market Banking, Managing Director
Jpmorgan Chase & Co 4.8
Boston, MA jobs
Job Information
Job Identification 210596591
Job Category Relationship Manager
Business Unit Commercial & Investment Bank
Posting Date 02/11/2025, 11:17 PM
Job Schedule Full time
Job Shift Day
Job Description
You are customer focused, enjoy building relationships, leading teams, and providing financial advice to your clients. A role as a Market Executive on the Applied Technology team in our Innovation Economy business is for you.
As a Market Executive on the Applied Technology Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the dynamic Applied Technology sector. You will hire and direct team members in their business development efforts to grow and retain profitable banking relationships. 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. The Applied Technology team focuses on world changing technologies across robotics, space, quantum computing, and semiconductors, and you will support the growth of founders innovating at the intersection of hardware and software.
The Applied Technology team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
Demonstrate the ability to build a brand within your market that represents Technology banking as the “Leading Innovation Economy bank serving the best and most diverse clients”
Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
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
Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
Minimum of 12 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 with proficiency in building and maintaining positive client relationships
Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
Creative solution and problem solving abilities and excellent business judgment with the ability to multitask
FINRA Series 79, 63, 24 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
Bachelor's degree and formal credit training preferred
Strong technology experience; digital background preferred
Excellent organizational, influencing and interpersonal skills
Self-directed, proactive, and creative: use sound judgment and navigates ambiguity to get things done
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.
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$206k-363k yearly est. 3d ago
Massachusetts Inclusive Post Secondary Enrollment Initiative (MAIPSE) Director
Commonwealth of Massachusetts 4.7
Boston, MA jobs
Massachusetts Inclusive Post Secondary Enrollment Initiative (MAIPSE) Director (2600004D)
The Education Secretariat is committed to equity and valuing the unique and diverse characteristics and experiences of every member of its workforce. We encourage an authentic workplace where colleagues show up as their full selves, where collaboration, innovation, and connections are key to realizing our mission that all children, youth, and families thrive socially, academically, and economically. We seek teammates who are committed to promoting a diverse and inclusive work environment, where everyone is valued and engaged. We encourage you to apply and identify your strengths in these areas.
Massachusetts Public Higher Education System
The Massachusetts System of Public Higher Education (“System”) enrolls approximately 260,000 students in credit-bearing programs annually. The System consists of 15 community colleges, 9 state universities, and 5 University of Massachusetts (“UMass”) campuses. The Board of Higher Education (BHE) has coordination and oversight responsibilities for the entire System, and the BHE, together with each respective Board of Trustees, expects all students, faculty, and staff to be held to exacting standards in the performance of their roles and responsibilities.
The Massachusetts Board of Higher Education (“Board” or “BHE”) is the Commonwealth's higher education authority with coordinating and regulatory responsibility for all public and private higher education institutions operating in the Commonwealth that are authorized to grant degrees. The BHE is staffed by the Department of Higher Education (DHE), which is run by a Commissioner who serves as the executive and administrative head of the department. Together, the BHE and DHE are the leading voice and advocate for postsecondary education in the Commonwealth.
In addition, the BHE and DHE's authority includes administering state financial aid and federal grant programs; managing and responding to consumer complaints; conducting financial assessments of institutions; managing employee relations and benefits for public higher education employees; managing collective bargaining contracts with state university and community colleges employees; and approving degree-granting authority for all public and most private higher education institutions operating within the Commonwealth. Currently, there are 80 private institutions of higher education operating in the Commonwealth and authorized to grant degrees.
The BHE is staffed by its executive agency, the Department of Higher Education (DHE), which is run by Commissioner Ortega. The Department of Higher Education is committed to the Values of Equity, Accountability, Community, Empowerment, Intentionality, and Teamwork, and seeks applicants who value the full diversity of Massachusetts students and who share a sensitivity to and understanding of the academic, socio-economic, cultural, and ethnic backgrounds of the populations served. We employ a hybrid hoteling work model with a fixed weekly team day schedule.
Position Overview
Reporting to the Deputy Commissioner for Academic Affairs and Student Success at the Department of Higher Education, the Massachusetts Inclusive Post Secondary Enrollment Initiative (MAIPSE) Director plays a crucial role in overseeing and managing MAIPSE programs and initiatives across every undergraduate public institution of higher education in Massachusetts. The Director is responsible for assisting the Deputy Commissioner with the allocation and management of all funding; facilitating student participation, program development/expansion, and services to students; strengthening partnerships and coordination of activities among key stakeholders; developing and implementing communication strategies; and evaluating and continuously improving implementation of the Massachusetts Inclusive Post Secondary Enrollment Initiative (MAIPSE). The Director works closely with department heads, stakeholders, Massachusetts adult service agencies, and community members to ensure that the agency is meeting its goals and objectives of the MAIPSE programs effectively.
The Director is involved in developing strategic plans, policies, and procedures to enhance the efficiency and effectiveness of the MAIPSE programs. The position is also responsible for monitoring and evaluating program outcomes, identifying areas for improvement, and implementing solutions to address any challenges that may arise.
Additionally, the Director will represent the agency at meetings, conferences, and events, which include presenting and educating constituents about Massachusetts Inclusive Postsecondary Education, and serve as a liaison between our agency and external partners. Strong communication skills are necessary for this position, and the ability to build relationships will be essential in fostering collaboration and partnerships to advance MAIPSE's mission.
Overall, the Director will have the opportunity to make a positive impact on the lives of individuals with disabilities throughout the state. Dedication and passion for public service will be instrumental in helping to achieve the initiative's goals and deliver high-quality services to those that MAIPSE serves.
Since its inception in 2007, MAIPSE (formerly “MAICEI”) has served as a grant program that funds and supports high school students between the ages of 18 and 21 (i.e., up to the age of 22) with severe disabilities to concurrently participate in college-level classes, pursuant to and subject to the student's Individualized Educational Plan (IEP). In July of 2022, landmark legislation was enacted in Massachusetts related to expanding opportunities for students with severe disabilities to participate in post-secondary experiences within the public higher education system. Importantly, the 2022 legislation expanded access to post-secondary experiences to those students with severe intellectual disabilities, aged twenty-two (22) years and over, who have aged out of the K-12 sector without obtaining a sufficient competency determination under c. 69, §1D or obtaining a high school diploma. In effect, under the 2022 law, prospective students who previously fell beyond MAICEI's purview will now have opportunities to participate in courses as non-matriculating students with their nondisabled peers at all Massachusetts state universities and community colleges, while also engaging in extracurricular activities and other aspects of campus life with supports and services necessary to facilitate inclusion.
This initiative will not only benefit students with intellectual disabilities by expanding their educational opportunities, but it will also enrich the college community by fostering a more inclusive and diverse learning environment. This has allowed MAIPSE to grow and become a part of all Massachusetts public colleges and universities.
Responsibilities / Essential Job Functions
Establish and administer a comprehensive outreach, policy program development, and expansion plan in collaboration with the Department of Elementary and Secondary Education (DESE), school districts, the MAIPSE advisory board, Massachusetts Adult Service agencies, and public institutions of higher education to increase opportunities for students to participate in MAIPSE.
Supervise and monitor implementation of the 2022 legislation and accompanying DHE regulation 610 CMR 15.00, including but not limited to ensuring that campuses adhere to statutorily required reporting and data sharing requirements.
Create and execute policy strategies to increase the responsiveness of local and state agencies to the needs of potential as well as participating students and their families, ensuring that students can successfully participate in inclusive college-level courses, pursue employment opportunities, and transition to independent living.
Build and enact enhanced support strategies to ensure that students can successfully participate in inclusive college-level courses, pursue employment opportunities, and transition to independent living.
Administer outreach policies and statewide plans to disseminate information about the MAIPSE and grant opportunities to parents and family members, educators in school districts and public institutions of higher education, and representatives from other educational, disability, parent/family, and youth organizations.
Formulate and disseminate effective strategies related to the delivery of services to students to ensure that they will be able to meet academic, social, employment, transitional, and other goals.
Expand and administer new strategies to provide high-quality professional development and technical assistance opportunities for grant recipients and other stakeholders related to the provision of effective support strategies for students with severe disabilities, students' transition to inclusive college environments, students' pursuit of employment opportunities, and the transition to independent living.
Develop and implement enhanced strategies to sustain existing partnerships among key stakeholders and deliver high- quality services to students, including the creation of informational and guidance materials, procedures to strategically allocate and expend state funding, and the creation of opportunities to share information about effective practices and models.
Create and disseminate informational materials about the Initiative and conduct presentations to key stakeholders to increase interest in, knowledge of, and participation in the Initiative.
Establish and implement evaluation policies and strategies to assess the impact of the Initiative on multiple student outcomes, the expenditure of state funding, the provision of support services for students, and other aspects of the program, and create reports that will be submitted to the Commissioner, DHE staff, and the legislature.
Competencies / Skills and Abilities
Strong commitment to and experience with providing students with severe disabilities with extensive opportunities to pursue education, career, and other opportunities in an inclusive college environment.
Ability to translate a comprehensive and bold vision for providing inclusive educational opportunities into specific student, institutional, and statewide outcomes.
Significant knowledge of the provision of academic, social, developmental, and inclusive transition services to students with severe disabilities, as demonstrated by professional experience working in high schools, institutions of higher education, or other institutions/organizations that serve this population of students.
Significant experience working with multiple partners that provide comprehensive support services to students with severe disabilities.
Excellent oral and written communication skills, including the ability to produce high-quality informational and guidance materials and interact with a diverse group of stakeholders.
Ability to understand and work with the intricacies of higher education administration.
Ability to develop and implement comprehensive and strategic plans, both independently and in collaboration with key partners.
Ability to develop effective and accessible training materials related to the provision of inclusive educational and other services to students with severe disabilities.
Ability to plan, organize, and track work using core project-management principles, including defining scope, milestones, and deliverables aligned with agency priorities.
Demonstrated skill in managing tasks and timelines in a structured, transparent way, with comfort coordinating across teams to keep projects on track.
Familiarity with common project-management tools and digital work platforms (e.g., Asana, Trello, Smartsheet, MS365 tools) and the ability to adopt new tools as needed.
Aspires to lead by and practice the DHE Values and Behaviors and commits to embodying them through continued learning and personal growth.
Experience working with diverse teams and leveraging their unique perspectives to achieve positive outcomes.
Demonstrated experience in creating an inclusive work environment where everyone feels valued.
Promotes a collaborative workplace climate.
Preferred Qualification
At least ten years of experience in related work, with at least one year in a managerial capacity.
Significant knowledge of the provision of academic, social, developmental, and inclusive transition services to students with severe disabilities, as demonstrated by professional experience working in high schools, institutions of higher education, or other institutions/organizations that serve this population of students.
Reporting and Location
In-state hybrid work, with a minimum of one in-person day each week.
In-state travel to campuses and partner organizations.
Out-of-state travel to attend national conferences and events.
To Apply
Resume
Cover letter outlining your relevant experience and interest in the position
Applicants must have at least (A) six (6) years of full-time or, equivalent part-time, professional, administrative, supervisory, or managerial experience in business administration, business management, public administration, public management, clinical administration or clinical management of which (B) at least two (2) years must have been in a project management, supervisory or managerial capacity or (C) any equivalent combination of the required experience and substitutions below.
Substitutions:
I. A certificate in a relevant or related field may be substituted for one (1) year of the required (A) experience.
II. A Bachelor's degree in a related field may be substituted for two (2) years of the required (A) experience.
III. A Graduate degree in a related field may be substituted for three (3) years of the required (A) experience.
IV. A Doctorate degree in a related field may be substituted for four (4) years of the required (A) experience.
Salary placement is determined by years of experience and education directly related to the position and the Human Resources Division's Recruiting Guidelines.
An Equal Opportunity / Affimative Action Employer. Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply.
The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC)may self-select out of opportunities if they don't meet 100% of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role.
Official Title : Program Manager VII
Primary Location Job
Education
Agency
Department of Higher Education
Schedule
Full-time
Shift
Day
Job Posting
Jan 9, 2026, 8:51:16 PM
Number of Openings
1
Salary
100,839.08 - 155,529.95 Yearly
If you have Diversity, Affirative Action or Equal Employment Opportunity questions or need a Reasonable Accommodation, please contact Diversity Officer / ADA Coordinator : Ferdousi Faruque - **********
Bargaining Unit : M99-Managers (EXE)
Confidential : No
Potentially Eligible for a Hybrid Work Schedule : Yes
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$84k-136k yearly est. 2d ago
Relationship Executive - Innovation Economy Venture Capital Technology Coverage - Managing Director
Jpmorgan Chase & Co 4.8
San Francisco, CA jobs
Relationship Executive - Innovation Economy Venture Capital Technology Coverage - Managing Director Job Information
Job Identification 210689470
Job Category Relationship Manager
Business Unit Commercial & Investment Bank
Posting Date 11/25/2025, 09:34 PM
Locations 560 Mission St, San Francisco, CA, 94105, US
Job Schedule Full time
Job Shift Day
Job Description
Innovation Economy Venture Capital Relationship Team, Technology Coverage - Managing Director
The Venture Capital Relationship Team is a key component of the firm's overall Innovation Economy (IE) business, covering venture capital firms and partners in early and growth stage companies.
As a Managing Director within the Venture Capital Relationship Team covering Technology venture firms, you will play a pivotal role in shaping the investor coverage strategy. Your responsibilities will include fostering and enhancing relationships with leadership teams and General Partners within the North America Venture Capital space. You will also be entrusted with the client experience and promoting results for the firm's portfolio company coverage strategy, while actively engaging with Commercial Bank, Private Bank, Credit, and Investment Banking product sets.
Job Responsibilities
Develop and deepen relationships with leadership teams and General Partners within the North America Venture Capital space with a focus on Technology Venture Capital firms
Support the firm's efforts across JP Morgan's product offerings to VC firms, General Partners and their portfolio companies.
Take ownership of the client experience and drive outcomes for the firm's portfolio company coverage strategy, engaging with Commercial Bank, Private Bank, Credit and Investment Banking product sets.
Work closely with senior leaders within the IE team and across the firm, including but not limited to other members of the Venture Capital Relationship Team, Commercial Bank subsector and industry coverage, Private Bank, Investment Banking and global partners.
Required Qualifications, Capabilities and Skills
Extensive Life Sciences industry and product knowledge across the Innovation Economy
Minimum ten years proven relationship building and influencing skills with Venture Capital Firms and Partners
Knowledge of credit, corporate finance, treasury, commercial, and investment banking products
Direct lending or credit supported related experience with a focus on business relationships, excellent client relationship skills
Preferred Qualifications, Capabilities and Skills
Completion of a recognized bank credit training or investment banking training program
MBA preferred
Strategic thinker who supports the goals and direction of the firm
Ability to partner across lines of businesses and leverage internal resources
Strong knowledge of regulatory and control framework
FINRA securities licenses 79 and 63 are required for the position; however, unlicensed candidates will be considered and will need to obtain licenses (have 90 days from start date per license) to stay in the role
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
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 Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
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$165k-257k yearly est. 2d ago
Market Executive, Innovation Economy Technology, Middle Market Banking, Managing Director
Jpmorgan Chase & Co 4.8
San Francisco, CA jobs
Market Executive, Innovation Economy Technology, Middle Market Banking, Managing Director Job Information
Job Identification 210600697
Job Category Relationship Manager
Business Unit Commercial & Investment Bank
Posting Date 02/24/2025, 03:11 PM
Job Schedule Full time
Job Shift Day
Job Description Market Executive, Managing Director - Innovation Economy Technology, Middle Market Banking
You are customer focused, enjoy building relationships, leading teams, and providing financial advice to your clients. A role as a Market Executive on the Technology team in our Innovation Economy business is for you.
As a Market Executive on the Technology Middle Market Banking team,you will be responsible for growing and retaining profitable relationshipswithin the dynamic Software Technology sector.You will hire and direct team members in their business development efforts to grow and retain profitable banking relationships. 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. The Software Technology team focuses on world changing technologies across robotics, space, quantum computing, and semiconductors, and you will support the growth of founders innovating at the intersection of hardware and software.
TheTechnology team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group.In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
Demonstrate the ability to build a brand within your market that represents Technology banking as the “Leading Innovation Economy bank serving the best and most diverse clients”
Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
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
Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
Minimum of 15 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 with proficiency in building and maintaining positive client relationships
Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
Creative solution and problem solving abilities and excellent business judgment with the ability to multitask
FINRA Series 79, 63, 24 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
Bachelor's degree and formal credit training preferred
Strong technology experience; digital background preferred
Excellent organizational, influencing and interpersonal skills
Self-directed, proactive, and creative: use sound judgment and navigates ambiguity to get things done
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
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.
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$165k-257k yearly est. 2d ago
Industry Executive - Life Sciences Coverage, West Coast Region - Managing Director
Jpmorgan Chase & Co 4.8
San Francisco, CA jobs
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.
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A leading financial institution is seeking a Managing Director for the Venture Capital Relationship Team in San Francisco. The role requires extensive experience in relationship management within the life sciences and venture capital sectors. Responsibilities include deepening relationships with technology venture firms and managing the client experience for portfolio companies. The ideal candidate will have a proven track record of influencing senior stakeholders and knowledge across banking products.
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$165k-257k yearly est. 2d ago
Director - Global Commercial Services, Lending - Finance
American Express 4.8
New York, NY jobs
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**How will you make an impact in this role?**
The Director of Finance - Global Commercial Services partners with Lending Product Team to drive financial performance and the organization's growth agenda. This role blends strategic planning with hands-on analytics, spanning monthly forecasting, reporting, and ownership of analytical and technical workstreams that deliver clear, actionable insights. Success in this role requires strong technical skills, sound judgment, and the ability to communicate complex analyses to senior stakeholders.
**Key Responsibilities:**
+ Serve as the central finance partner for GCS Lending, providing proactive, consultative support to the organization.
+ Own the month-end reporting process for card lending, including maintenance and ongoing enhancement of reporting dashboards.
+ Partner with Product and Risk Management teams to quantify business transformation opportunities and ensure alignment with DS&A forecasting processes.
+ Explore potential benefits of agentic AI to enhance processes and analytics
+ Develop clear performance narratives and support preparation of senior management presentations.
+ Drive lending analytics to identify underlying trends, risks, and growth opportunities.
+ Deliver high-quality stakeholder support by responding to inquiries and resolving issues efficiently.
**Minimum Qualifications:**
+ 5 years of experience
+ Experience with end-to-end reporting and planning for the Business Line of Credit, including month-end close, outlooks, and Plan/LRP.
+ Demonstrated ability to operate effectively in ambiguous environments and translate broad business questions into actionable analyses
+ Strong capability to connect analytical insights to financial outcomes and influence business decisions
+ Lead and develop a team of two managers and one analyst, fostering collaboration, accountability, and professional growth.
+ Excellent communication skills, with experience engaging and presenting to senior leaders
+ Learning agility, flexibility, and comfort adapting to changing priorities
+ Proven ability to manage multiple priorities and meet deadlines
+ Strong organizational and time-management skills
+ Ability to work independently while collaborating effectively within a team
+ Bachelor's degree in Finance, Economics, or a related field
**Preferred qualifications:**
+ Strong understanding of lending economics
+ Familiarity with TM1, SQL, and other programming languages
**Qualifications**
Salary Range: $123,000.00 to $215,250.00 annually bonus equity (if applicable) benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Finance
**Primary Location:** US-New York-New York
**Schedule** Full-time
**Req ID:** 26000786
$123k-215.3k yearly 2d ago
Director - Global Commercial Services, Lending - Finance
American Express 4.8
New York, NY jobs
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
How will you make an impact in this role?
The Director of Finance - Global Commercial Services partners with Lending Product Team to drive financial performance and the organization's growth agenda. This role blends strategic planning with hands-on analytics, spanning monthly forecasting, reporting, and ownership of analytical and technical workstreams that deliver clear, actionable insights. Success in this role requires strong technical skills, sound judgment, and the ability to communicate complex analyses to senior stakeholders.
Key Responsibilities:
Serve as the central finance partner for GCS Lending, providing proactive, consultative support to the organization.
Own the month-end reporting process for card lending, including maintenance and ongoing enhancement of reporting dashboards.
Partner with Product and Risk Management teams to quantify business transformation opportunities and ensure alignment with DS&A forecasting processes.
Explore potential benefits of agentic AI to enhance processes and analytics
Develop clear performance narratives and support preparation of senior management presentations.
Drive lending analytics to identify underlying trends, risks, and growth opportunities.
Deliver high-quality stakeholder support by responding to inquiries and resolving issues efficiently.
Minimum Qualifications:
5+ years of experience
Experience with end-to-end reporting and planning for the Business Line of Credit, including month-end close, outlooks, and Plan/LRP.
Demonstrated ability to operate effectively in ambiguous environments and translate broad business questions into actionable analyses
Strong capability to connect analytical insights to financial outcomes and influence business decisions
Lead and develop a team of two managers and one analyst, fostering collaboration, accountability, and professional growth.
Excellent communication skills, with experience engaging and presenting to senior leaders
Learning agility, flexibility, and comfort adapting to changing priorities
Proven ability to manage multiple priorities and meet deadlines
Strong organizational and time-management skills
Ability to work independently while collaborating effectively within a team
Bachelor's degree in Finance, Economics, or a related field
Preferred qualifications:
* Strong understanding of lending economics
* Familiarity with TM1, SQL, and other programming languages
Salary Range: $123,000.00 to $215,250.00 annually + bonus + equity (if applicable) + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
Competitive base salaries
Bonus incentives
6% Company Match on retirement savings plan
Free financial coaching and financial well-being support
Comprehensive medical, dental, vision, life insurance, and disability benefits
Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
Free and confidential counseling support through our Healthy Minds program
Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
A leading accounting and consulting firm is seeking an Assurance Managing Director specializing in Third Party Attestation in Chicago. The role requires extensive experience in auditing standards and third-party attestation reporting. Candidates must have a strong CPA certification and a proven track record in leadership roles. This position involves significant client interaction and the ability to supervise teams on various engagements. A commitment to quality and ongoing professional development is essential. Competitive salary and growth opportunities are offered.
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$121k-164k yearly est. 2d ago
Director, MA Firefighting Academy
Commonwealth of Massachusetts 4.7
Stow, MA jobs
The Massachusetts Department of Fire Services (DFS) invites experienced, mission-driven leaders to apply for the position of Director of the Massachusetts Firefighting Academy (MFA). This is a rare opportunity to lead one of the nation's most respected fire training institutions, serving more than 14,000 firefighters each year at three campuses and shaping the future of the fire service across the Commonwealth.
As Director, you will oversee a dynamic training organization that includes 16 full-time staff and more than 400 part-time instructors who deliver programs spanning recruit firefighter training, officer development, specialized technical training, and statewide certification. The Academy Director is not an instructor role; instead, it is a strategic leadership position responsible for guiding professional educators, operational staff, and subject matter experts as they deliver high-quality, modern, and mission-critical training. You will set the tone for collaboration, innovation, and excellence in an environment where your decisions directly influence firefighter preparedness and public safety statewide.
This is a prominent leadership role within DFS. You will work closely with agency leadership to establish annual goals and objectives, support statewide training initiatives, and contribute to agency-wide planning, policy development, and risk management. The Director engages routinely with fire service leaders, the Massachusetts Fire Training Council, the Executive Office of Public Safety & Security, legislators, state and national training partners, and a broad range of agencies and organizations. A successful Director understands the culture of the fire service, values the expertise of instructors and coordinators, and is skilled at building trust, consensus, and shared purpose.
Key responsibilities include managing complex educational operations, overseeing budgets and revenue sources, developing and administering grants, supporting curriculum development, strengthening statewide training delivery, and helping shape long-term capital planning, including the development of a new and growing campus in southeastern Massachusetts and partnerships with local training facilities. The Director must be a strong communicator, a skilled administrator, and a forward-thinking leader capable of anticipating training needs and fostering a goal-oriented, inclusive, and innovative environment.
Candidates should bring executive-level management experience in education, training, public safety, or a related field; deep familiarity with organizational leadership and staff development; and the ability to work effectively with diverse stakeholders. Exceptional written and oral communication skills and a commitment to public service are essential. Occasional evening and weekend work is required.
This is an exceptional leadership role for a professional who is ready to advance the mission of fire service training in Massachusetts and ensure that firefighters across the Commonwealth have the skills, knowledge, and support they need to protect their communities.
A cover letter and resume must be submitted with your application.
Qualifications
MINIMUM ENTRANCE REQUIREMENTS:
Applicants must have at least (A) six (6) years of full-time or, equivalent part-time, professional, administrative, supervisory, or managerial experience in business administration, business management, public administration, public management, clinical administration or clinical management of which (B) at least two (2) years must have been in a project management, supervisory or managerial capacity or (C) any equivalent combination of the required experience and substitutions below.
Substitutions:
A certificate in a relevant or related field may be substituted for one (1) year of the required (A) experience.
A Bachelor's degree in a related field may be substituted for two (2) years of the required (A) experience.
A Graduate degree in a related field may be substituted for three (3) years of the required (A) experience.
A Doctorate degree in a related field may be substituted for four (4) years of the required (A) experience.
The primary work location for this role will be at the DFS Stow MA campus. Where appropriate, DFS offers a hybrid work model, consisting of in-office and telework to further enhance the work/life balance of its employees. The successful candidate would be required to work primarily on site during initial training and orientation period before telework may be offered and/or for certain positions, telework may not be appropriate.
When you embark on a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future.
An Equal Opportunity /affirmative action Employer. Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply.
The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self-select out of opportunities if they don't meet 100% of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role.
Primary Location
United States-Massachusetts-Stow-State Road
Job Details
Job: Public Safety
Agency: Department of Fire Services
Schedule: Full-time
Shift: Day
Job Posting: Jan 6, 2026, 3:37:14 PM
Number of Openings: 1
Salary: 100,839.09 - 155,529.95 Yearly
If you have Diversity, affirmative action or equal employment opportunity questions or need a Reasonable Accommodation, please contact Diversity Officer / ADA Coordinator: Mary Travers - ************
Bargaining Unit : M99-Managers (EXE)
Confidential : No
Potentially Eligible for a Hybrid Work Schedule : Yes
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$101k-185k yearly est. 2d ago
Nonprofit Canvass Director for Local PBS & NPR Station - $24/hr
Donor Development Strategies 3.7
San Diego, CA jobs
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!
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$24 hourly 4d ago
Tax Director
Gen II 4.5
Denver, CO jobs
New York 1675 Broadway New York, NY 10019, USA
New York 1675 Broadway New York, NY 10019, USA
Gen II is seeking Tax Directors to join our growing team of professionals. These individuals will be actively involved in the tax compliance services noted above on multiple client engagements.
Tasks and responsibilities:
Obtain a detailed understanding of the client's partnership agreement(s) and how to apply it to deliverables, including creating and reviewing tax-carried interest computations
Review and oversight of the validation of Forms W-8BEN, W-8BEN-E, W-8EXP, and W-8IMY to ensure proper administration of treaty claims for reduced U.S. withholding tax
Final sign-off and review of federal and state tax returns and associated workpapers
Frequent communication with various clients and tax authorities
Coordinate with external auditors and tax reviewers
Progressive responsibilities include supervision, training, and evaluation of tax personnel at several levels
Lead, direct and coach a team of tax professionals at various levels
Manage special projects, when requested
Qualified candidates will possess the following experience and qualities:
Required attributes:
Bachelor's or master's degree in accounting (150 credit-hours minimum)
8+ years of experience in the attributes
5 + years of supervisory experience
Understanding of U.S. partnership taxation
CPA certification or equivalent with active PTIN
Proficiency with Microsoft Office applications
Ability to multi-task and meet deadlines
Strong work ethic
Excellent verbal and written communication skills
Strong organizational and analytical skills
Thrive independently and as part of a team
Desired attributes:
Advanced degree such as Masters in Taxation, JD, and/or LLM
Understanding of U.S. international taxation rules associated with ECI, Branch Profits Tax, FDAP, FATCA and FIRPTA
Understanding of U.S. corporate taxation
Private equity work experience
Tax work experience with an emphasis in partnership and/ or international tax matters
Proficiency with Thomson Reuters GoSystem
The salary range for this position is $160,000-$180,000, in addition to a comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidate's experience level.
Work Arrangement
All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of two (2) days a week in our office and three (3) days remotely.
About The Company
Gen II Fund Services, LLC is one of the largest global independent private equity fund administrators, administering over $1 trillion of private capital on behalf of its clients with 14 offices across the US, Canada and Europe. Gen II offers private fund sponsors a best-in-class combination of people, process, and technology, enabling fund sponsors to effectively manage their operational infrastructure, financial reporting, and investor communications. The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail, and managed accounts.
Key Facts:
Administering over $1T in assets
Servicing nearly every significant investor in the asset class
Institutional grade infrastructure and SSAE 18 (SOC-1, Type 2) certification, ensuring confidence in our processes and operating model
The most experienced and best performing team in the industry
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.
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$47k-87k yearly est. 5d ago
Associate Director/Director
Energy and Environmental Economics 3.7
Associate director job at Energy & Environmental Investments
Job DescriptionWhy You Should Join the E3 Team When you join the E3 team, you will be working on some of the most important energy issues with some of the top minds in the electricity industry. We help shape energy and climate policy, play vital roles in regulatory proceedings, advise executives, and inform investment and planning selections. At E3, you will be challenged and inspired. Who We Are Founded in 1989, Energy + Environmental Economics (E3) is a fast-growing energy consulting firm that helps utilities, regulators, policy makers, developers, and investors make the most educated strategic decisions possible as they implement new public policies, deploy and develop new technologies, and address customers' shifting expectations. We have offices in San Francisco, New York City, Boston, Denver, and Calgary. Because E3 works with customers from all sectors of the electricity industry, we provide a 360-degree knowledge of markets, planning, policy, regulation, and environmental factors. Just as important, we are driven to deliver clear, unbiased evaluations that help customers make informed decisions. E3 works on high-profile, high-impact projects in jurisdictions that spearhead the implementation of clean energy policy. In California, Hawaii, and New York, we are advising state agencies and regulators about how to implement clean energy policies with an emphasis on customer incentives and markets. E3 is also expanding its international presence with recent projects in Europe, China, India, and Africa.
About You Our AssociateDirectors and Directors take on a pivotal role to help manage, shape, and continue to develop an E3 Practice Area. In this position, you will help to drive the continued growth of E3's business through strategic project and thought leadership, developing our next generation of leaders, and further advancing our reputation for best-in-class solutions to our broad base of clients. You bring curiosity, thrive in a rigorous and quantitative solution-finding environment, take a collaborative approach to project work, are comfortable coaching and providing feedback to others, and are practiced at working closely with clients and stakeholders while supporting the execution of our business and mission. We seek those that are inquisitive and look at all sides of an issue to make informed recommendations with confidence and clarity. You pride yourself in your technical aptitude and deep subject matter expertise. You bring a strong attention to detail and your project management and leadership techniques help you independently create and actualize work plans that are efficient while delivering an elevated level of guidance to serve our customers.
We are also open to hiring new Directors and that have additional years of experience and demonstrated ability to support significant business development upon hiring.
The Role
This is a unique opportunity for a senior professional looking to further their career with an equity stake in a company that leads the field in energy consulting. As an AssociateDirector, you will spearhead client-facing interactions and play a leadership role in identifying the approach and methods for medium-to-large sized projects. Our AssociateDirectors direct workstreams within projects and contribute heavily to written reports and papers. They also regularly deliver findings and summaries to customers, making presentations and replying to questions. Duties will grow to include more elaborate investigative tasks, overseeing the management of existing tools, and leading efforts on proposal writing. Work Environment
E3 has adopted a hybrid and flexible work environment that adapts to changing needs of projects and safety requirements. Because E3 thrives in a strong collaborative office-based working environment, we encourage our E3 employees to work from the office at least 2-3 days per week, usually including Tuesdays and Thursdays. Must be able to work for extended hours in front of a computer screen and conduct meetings on the telephone and virtually.
Role DetailsHours: Full TimeTravel: Occasional (up to 10%) to client sites as needed, typically through the United State and/or CanadaOffice Location: E3 Office (San Francisco, New York, Boston, Denver, or Calgary, AB); Remote may be considered. Responsibilities
Lead the delivery of customer work through modeling, developing presentations, writing and preparing entire subsections of reports and papers, and owning customer requests
Conduct independent research using your ingenuity and curiosity to make reasonable assumptions and produce appropriate solutions, at times with incomplete information
Fulfill end-to-end project obligations
Deliver presentations to customers and reply to questions
Develop aptitude in using a flagship modeling tool, gathering relevant data, and vetting results
Oversee or assist in management of existing tools as needed
Oversee or implement major revisions to toolkits
Apply core QA/QC best practices
Lead proposal writing on small/medium projects
Translate results of research and evaluations into clear visual representations
Head the creation or editing of spreadsheets to be "client-ready,” including developing tools for customer solutions
Proactively track actual performance of own work performed against the established plan, with ongoing communication with the Director or Manager
Track and manage actual performance of project teams against the established plan, with ongoing communication to project team members
Capture project learnings and repeatable products and work samples for future use according to knowledge management processes
Assist with internal initiatives as needed
Requirements
7+ years of relevant experience (e.g. at a consulting firm, at a utility or on a public utilities commission)
Deep subject matter expertise in one or more of our three practice areas: 1) Climate Pathways and Electrification, 2) Integrated System Planning, or 3) Asset Valuation, Transmission and Markets
Ability to leverage existing and develop new client relationships to generate new business
Significant familiarity with the electricity industry landscape including state and federal regulations, business models, financial fundamentals, and rate development
Passionate about the transition to a low-carbon economy
Demonstrated success guiding ideas, people, and projects
High fluency in Microsoft Excel and PowerPoint; quantitative modeling methods and/or programming knowledge and experience are also valued
Things that Set you Apart
You bring deep subject matter expertise specifically in energy, economics or finance, and climate change issues
You have significant project management and leadership experience in a technical or analytical environment
You have extensive experience coordinating with customers on a regular basis
You believe it is essential to achieve a transition to a low-carbon economy and love thinking about the future of energy
You work collaboratively and help each member of your team to do their finest work, aware that each brings different experiences, techniques, and qualifications to the table
You enjoy translating technical concepts to a broader audience
You take ownership of your work, proactively seeking out answers to questions and enjoy finding creative solutions to issues you encounter
E3 takes a number of factors into consideration when determining title and salary level for a potential new employee. This includes, but is not limited to: a candidate's education, training, and relevant work experience; expected quality and quantity of work; required travel (if any); external market and internal value, including seniority and merit systems; and internal pay alignment. E3 also provides a bonus structure that we are proud of because we believe it creates the right kinds of incentives for good work, provides significant flexibility, and is fair and equitable. The below compensation outlines our total compensation package with our bonus structure adding significant amounts to your base salary. While neither the upper or lower end of our bonus structure is capped, this provides a representation of the average total compensation based on both your personal performance and the company's performance. Annual Total Compensation Range for AssociateDirector - Director - Minimum: $160,000 - Maximum: $270,000 E3's Commitment to You
E3 provides abundant opportunities for professional growth and invests significantly in employee development. Right from the start, our team works hard to provide you with a customized multi-week onboarding experience where you will meet with colleagues, Partners, and your own mentor. Every September, all new hires attend E3's proprietary internally developed 22-course training program which broadens your foundational industry-specific knowledge as well as develops those skills essential to being a great consultant. E3 also provides every employee with an annual professional development stipend, opportunities to attend conferences, and personalized career development at every stage of your employment. In addition, E3 offers employees a broad, best-in-class range of benefits and supportive rewards to support you both personally and professionally. Some benefits include:
· Base and bonus commensurate with experience and performance · Exceptional benefits such as medical, dental, and vision insurance plans · Health Savings Accounts and Flexible Spending Accounts · 401k (Retirement) with corporate match · Flexible Paid Time Off plus standard company holidays · Short-term and long-term disability · Fitness and wellness stipend and corporate discounts · Professional Development annual stipend · Relocation assistance · Up to 12 weeks paid parental leave · Mentorship program · Employee referral program · Commuter benefits EEO Non-Discrimination and ADA Reasonable Accommodation Statement Applicants are considered for all positions without regard to race, color, creed, religion, age, national origin, alienage or citizenship status, gender, sexual orientation, gender identity, marital or partnership status, disability, military status, veteran status, pregnancy or predisposing genetic characteristics. Willdan does not discriminate on the basis of physical or mental disability where the essential functions of the job can be reasonably accommodated. Determinations on requests for reasonable accommodation will be made on a case-by-case basis. If you need reasonable accommodation for any part of the application and hiring process, please notify us. Willdan Group Inc. participates in E-Verify
$160k-270k yearly 8d ago
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