Assistant Vice President jobs at Farm Credit Illinois

Work Arrangement: ***After the initial training period, this is a hybrid role, working onsite in our Wilmington, DE office.*** Oversees a team of Anti-Money Laundering (AML) Sanctions Testing Analysts to effectively design risk-based tests of Bank Secrecy Act/Anti-Money Laundering (BSA/AML) and Sanctions processes and controls within the line of business, Financial Crimes Risk Management functional area, and third parties. Responsibilities Essential Functions Designs and runs tests on processes and controls to identify gaps and opportunities to minimize risk associated with BSA/AML and Sanctions. Performs initial review of the AML Sanctions Testing Analyst workpapers and initial draft reports. Tests and monitors findings to stakeholders, including senior leadership of both LOB and FCRM. Maintains awareness of industry updates to frequency and types of financial crimes, regulatory requirements, and related issues and enhances testing activities to address these issues. Communicates to business and compliance staff throughout the company on the objective and protocols within the FCRM testing and monitoring function. Works with VP BSA AML Sanctions Testing Manager to develop, update, and maintain MIS monitoring and tracking reports which extract data from day-to-day processes to increase efficiencies and identify patterns and trends in testing results. Leads team of AML Sanctions Testing Analyst to ongoing excellence. Evaluates and streamlines existing processes and systems for testing and monitoring. Works with VP BSA/AML Sanctions Testing Manager and IT to develop reports system requirements and system controls to identify risks. Performs site visits on Third Party Partners regarding their BSA/AML and Sanctions controls. Performs other duties as assigned. Leadership Responsibilities Assists people manager in overseeing team in day-to-day operations Creates an inspiring team environment with an open communication culture Delegates tasks and set deadlines to achieve goals Discovers training needs and provide coaching Inspires confidence and motivates others to perform at their best Qualifications Education/Experience Requirement Undergraduate degree in business, finance, social science methodology or a related field or an equivalent combination of training and experience. 5 years of compliance testing, quality assurance, auditing experience at a large financial institution or experience in fintech and payments areas. Preferred Qualifications CAMS and/or audit-related certifications. Strong working knowledge of auditing and AML/Sanctions testing. Ability to manage multiple priorities and tasks with the skills to adapt to changes in fast-paced environment. Ability to critically assess risks and identify level of review needed for testing. Ability to identify and communicate solutions for issues identified during the testing process. Process oriented with strong organizational skillsets. Excellent verbal, written, and interpersonal communication skills with the ability to work effectively with colleagues across regions and business units. Excellent investigative and analytical skills with the ability to uncover root causes, identify patterns, and analyze key risk trends. Self-motivated team player able to work effectively in a team fostered, multi-tasking environment. Proficient in Microsoft Office suite, e.g., Excel, PowerPoint, Word, Outlook. Position is required to travel 25% percent. Additional Information This job will be open and accepting applications for a minimum of five days from the date it was posted. Working at The Bancorp Bank, N.A. and Benefits Information: ********************************************* Company Culture & Background Screening Company Culture at The Bancorp Bank: *************************************************** The Bancorp Bank, N.A. is an EQUAL OPPORTUNITY EMPLOYER and will not discriminate on the basis of race, color, religion, gender, gender identity, sexual orientation, pregnancy, citizenship, national origin, age, disability, genetic information, veteran status or other protected category with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. Employment with The Bancorp Bank, N.A. includes successfully passing a background check including credit, criminal, education, employment, OFAC, and social media background history. #LI-Hybrid #LI-PJ1

The AVP, Market Development Manager (AVP, MDM) develops and acquires business through outside sales activities within their assigned Territory and as needed in other territories. The incumbent promotes the overarching organizational objectives of exceeding goals, delivering stellar service, building brand awareness and growing Technology Credit Union (Tech CU) membership, deposits, and loans through, among other methods, outreach to Member Companies, mortgage brokers, community development agencies and business/civic leaders. The AVP, MDM is responsible for developing direct and indirect sales growth including but not limited to mortgage and auto lending. In addition, conducts sales presentations, enrolls new companies/community organizations as strategic partners, and establishes ongoing 12-month calendar of business development/relationship management events in their territory. Responsibilities Essential Duties Sales and Service Within the Territory of responsibility, Communicates the enterprise-wide message and builds Tech CU brand awareness within the target market, i.e. the tech ecosystem, community development agencies. Develops and implements a strategic plan to optimize the business opportunities for assigned Tech CU profit centers with a focus on achieving and exceeding all goals. Delivers Educational Workshops, using digital/virtual platforms and in person, to acquire business, raise awareness of Tech CU products/services, and its brand. Sells and processes, Tech CU's products & services in person and via Virtual Branch Collaborates with internal partners to optimize outreach efforts. Connects and develops relationships with key employers as well as business and civic leaders in the territory. Establishes and expands partnerships with mobility management organizations, benefits brokers, realtors, mortgage brokers, Certified Public Accountants (CPAs), etc. Develops, maintains, and expands relationships with existing and prospective Member Companies, and community organizations that allow optimal acquisition opportunity. Participates in community organizations and events aligned with Tech CU's organizational objectives. Utilizes social media channels to promote events and engage community and Tech CU membership. Maintains current industry, competitive and product knowledge. Develops and nurtures a network of referral sources and business contacts. Communicate sales results to own manager for inclusion in territory management reports. Works under general supervision from leadership. May offer periodic coaching to other less experienced staff. Schedule Full-time; 40+ hours/week Flexible within core business hours, M-F (or as directed by management) Occasional extended early morning or late evening hours, and weekends, typically with advance notice. Workplace Essentials Supports Tech CU's Mission and Vision and consistently demonstrates Tech CU's Values (Accelerate, Collaborate, Innovate, & Cultivate). Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans. Complies with Tech CU policies and procedures. Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace. Complies with requirements imposed by federal, state and local regulatory agencies. Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors. Qualifications Education: Bachelor's Degree in related business discipline or equivalent work experience. Experience: 7+ years of experience in related disciplines products, policies and procedures. 3+ years of outside sales or business development experience. Knowledge/Skills/Abilities: Strong leadership and sales acumen. Solid time and project management skills. Solid ability to self-manage priorities. Self-motivated and goal driven. Strong knowledge of financial products and services, the financial services industry and the competitive landscape. Proficient in Microsoft Office products Solid knowledge and fluency in utilizing digital/virtual platforms to meet with internal/external contacts. Strong knowledge and ability to facilitate workshops/seminars in-person and virtually Positive disposition. Solid team orientation. Strong commitment to make excellence a habit. Strong written, verbal and presentation skills. Highly adaptive and open to changes as the organization grows and its needs evolve. Licensing: Upon employment, must enroll and maintain registration with Nationwide Multistate Licensing System (NMLS) under Tech CU's company registration. Travel: Frequent travel by car within assigned territory to attend meetings/events or develop business. Holds a clear and valid driver license valid in assigned territory. Possesses current automobile insurance. Occasional travel to corporate headquarters in San Jose and/or other locations to attend offsite training, meetings or events, typically with advance notice. Infrequent overnight travel may be required, with advance notice. Typical Working Conditions: Outside sales, business development, and office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance. Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices. Physical Requirements: Walk/travel 60-80% of the time to develop business. While in the office (headquarters, branch or remote office) may sit 20-40% of the time. Keyboard and read computer screen for 75% of time during which one is seated. Ability to lift items up to 25 lbs. EQUAL EMPLOYMENT OPPORTUNITY Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Pay and Benefits Position Grade: 106 Salary Range: minimum-$97,000, midpoint-$116,000, maximum-$135,000 Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location. Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications. Bonus Potential: Target 10% of base salary based on company and individual performance Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals. Tech CU offers a comprehensive benefits package, including: Health Coverage: Medical, dental, and vision plans Income Protection: Life and disability insurance Retirement: 401(k) plan with company match Paid Holidays: 12 days annually Paid Time Off (PTO): Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year) Increases with length of service Voluntary Time Off (VTO): 8 hours annually for full-time employees to support charitable organizations Additional Benefits: Flexible Spending Accounts Employee-paid voluntary benefits Leaves of absence in compliance with state and federal regulations

Work Arrangement: open to candidates in the Southeastern region of the U.S.A.*** Grow automotive and equipment leasing product and service sales within an assigned territory with the primary focus on attracting new clients. Responsibilities Essential Functions Develops and implements a sales plan for the assigned market/territory to attract clients to the vehicle and equipment leasing products and services and grow the business with the commercial, government, franchise, and individual clients. Builds relationships through advertising strategies, establishing quality referral sources, and by contacting prospects and clients directly. Networks with existing clients and contacts existing and prospective clients to sell vehicle and equipment leases and associated products and services. Markets the company to prospects. Pitches that we offer virtually all makes and models of vehicles as well as the financial advantages of the lease during the sales calls. Evaluates the effectiveness of the sales approach and keep detailed notes on sales discussions to ensure future sales growth. Pitches that we offer equipment leases and EFAs for various types of equipment, including industrial and commercial equipment, certain warehouse and fabrication machinery, and off-road construction equipment. Listens to the client's needs during the sales call, uncovers opportunities and objections with the goal of closing the business. Builds a value-based presentation that focuses on the client's needs and overcomes objections. Makes recommendations on the suitable type and number of vehicles that will best optimize their fleet. Develops a relationship with the client with an in-depth understanding of their business, their opportunities, and how they will sustain and progress their operations Acts as a vehicle industry expert. Develops and maintains a broad understanding of the automotive industry, the car manufacturers, and the technical details of an array of vehicles to make effective recommendations to clients. Works with auto dealers, OEMs, and other vendors to properly spec and price vehicles. Negotiates and closes sales with clients. Develops win-win solutions for clients, ensuring pricing is advantageous to both the client and the company. Obtains lease terms approval from the top sales executive. Develops and presents leasing terms and conditions to the clients. Simulates all the calculations of the leasing program. Prepares and presents clear cost estimates to show the clients precisely what the offer contains. Attends automotive and business conferences and events to prospect for new clients and meets with existing clients to increase brand recognition and maintain awareness of industry developments and trends. Prepares paperwork for lease credit approval and ensures administrative activities associated with the sale run smoothly. Acts as the primary interface with the client throughout the sales process to handle issues and concerns. Gathers an in-depth understanding of competitors within assigned markets, capitalize on their weaknesses while selling the bank's strengths. Seeks to grow Sales Volume by knowing who prospective clients are working with and how to win their business. Cultivates and develops secondary relationships with vendors or other parties related to the industry or related to the end users that can act as referral sources and champions of the bank or the individual. Ability to effectively cross sell other products of the bank where the opportunity exists. Performs other duties as assigned. Qualifications Education/Experience Requirements Undergraduate degree in a related field or an equivalent combination of training and experience. 5 years of automotive, leasing, or related sales experience. Preferred Qualifications Must have a valid driver's license and no more than 2 moving violations or at fault accidents within the last 3 years. Strong working knowledge of the automotive industry and product specifications. Extensive knowledge of automobiles, light & medium duty trucks and vans. HD truck and equipment leasing a plus. Basic knowledge of leasing regulations, fleet Management concepts, corporate hierarchies, and business trends. Ability to build a personal brand, navigate the Sales Process, and identify new customers. Excellent sales and negotiation skills, including C-level. Excellent verbal, written, and interpersonal communication skills. Professional presentation skills; face to face, virtually, or in a larger group setting. Team player, able to work effectively in a team fostered, multi-tasking environment. Proficient in Microsoft Office suite, e.g., Excel, PowerPoint, Word, Outlook. Up to 25% travel required. Additional Information This job will be open and accepting applications for a minimum of five days from the date it was posted. Base Salary Range: $70,000 - $90,000, Plus Incentive This information reflects the base salary pay range for this job based on current national market data. Ranges may vary based on the job's location. We offer competitive pay that varies based on individual experience, qualifications and other relevant factors. We encourage you to apply to positions that you are interested in and for which you believe you are qualified. To learn more, you are welcome to discuss with us as you move through the selection process. Working at The Bancorp Bank, N.A. and Benefits Information: ********************************************* Company Culture & Background Screening Company Culture at The Bancorp Bank: *************************************************** The Bancorp Bank, N.A. is an EQUAL OPPORTUNITY EMPLOYER and will not discriminate on the basis of race, color, religion, gender, gender identity, sexual orientation, pregnancy, citizenship, national origin, age, disability, genetic information, veteran status or other protected category with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. Employment with The Bancorp Bank, N.A. includes successfully passing a background check including credit, criminal, education, employment, OFAC, and social media background history. #LI-PJ1 #LI-Remote #BancorpRemote

About the Role iCapital is seeking a dynamic and experienced investment product marketer to join our Product and Audience team. This role will be responsible for developing and executing marketing strategies to drive awareness, engagement, and adoption of the comprehensive iCapital investment product offerings. This individual will have a strong background in financial services, marketing and writing, with a focus on alternative investments, or similar investment products. Responsibilities Conceptualize and draft insightful, informative, and engaging B2B long-form and short-form content initially supporting iCapital's Independent Advisor Solutions program including presentations, brochures, emails, social media, websites, events, thought leadership, and videos. Oversee the iDirect Fund Series investment marketing to ensure materials are developed and updated in a timely manner. Focus areas include product sales sheets, presentations, performance reports, website content support, webinar replays, email communications, and event support. Collaborate closely with the Independent Advisor Solutions team, including Portfolio Managers and Product Managers, to support strategic initiatives and cross-functional investment product development. Develop GTM strategies for new publicly registered funds and ongoing investment product support. Create collateral, white papers, presentation decks, guides, video and demo scripts, and marketing content for both internal and external distribution. Conduct research and interviews to gather relevant information and data for content creation. Iterate, edit, proofread, and update content based on client or internal feedback to ensure accuracy and clarity. Safeguard quality, brand tone of voice, and style across all channels and materials. Manage multiple projects and meet deadlines. Stay updated on industry trends and incorporate them into content creation. Collaborate with the broader Marketing team to integrate alternative products and asset class themes into nurture campaigns. Assist in developing integrated investment product marketing strategies and partner with the broader Marketing organization to assist with the execution of each individual component of the process. Qualifications Bachelor's degree in business, marketing, communications, or a related field 7-15 years of experience as an investment product marketer and content writer within the financial services industry, with a focus on alternative investment, private market funds, or similar products Broad understanding of how to effectively market to RIAs and Independent Broker Dealers Proven track record of creating high-quality B2B content Excellent writing, editing, and proofreading skills Strong research and analytical skills Able to work independently and collaboratively, manage multiple projects and prioritize effectively in a fast-paced team environment General knowledge and understanding of FINRA and SEC marketing and advertising guidelines FINRA Series 7 and 63 registrations are strongly preferred Benefits The base salary range for this role is $120,000 to $175,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role iCapital is looking for an Assistant Vice President to join its Fund Finance Private Equity team to focus on Private Capital Fund Accounting and Administration duties. This individual will work closely with other team members, vendors, management, and clients on a variety of accounting and reporting processes. This role will report to the Vice President, Fund Finance Private Equity. Responsibilities Work with third-party administrators to ensure all quarterly valuations are completed in a timely manner, general ledger entries are accurate, and investments are valued in accordance with fair value market principles. Review fund expenses and accruals and compare them to annual budgets to identify outliers and propose adjustments as necessary. Review investor allocations to confirm profits, losses, and fees are calculated in accordance with the partnership operating agreements. Approve investor capital account statements on a quarterly basis. Review and approve quarterly management fee and trailer calculations. Determine review of third-party administrator's preparation and coordination of investor capital calls and distributions, in coordination with the third-party administrator, including investor allocation calculations and call and distribution notices. Reconcile accounting data between iCapital and third-party administrator, using automated tools and applications. Coordinate with internal and/or external parties to resolve discrepancies. Liaise with underlying fund managers when required. Handle ad hoc requests. Monitor fund's compliance with the partnership operating agreement terms. Review of the preparation of annual fund financial statements in accordance with US GAAP. Qualifications Bachelor's degree in accounting or finance 8+ years of financial services or Asset Management accounting and operations experience. Alternative Investments Fund Administration and Operations is a plus Advanced degree and/or credentials, or progress towards, such as MBA, CPA, CFA, or CAIA Designation is a plus Passion for the application of innovative technology Proven ability to multi-task and work both independently and as a team player in a fast-paced, demanding environment Strong verbal, written, and interpersonal communication skills High level of integrity Willingness to learn new topics and work in an evolving business environment Organized and detail oriented with big picture capability Benefits The base salary range for this role is $110,000 to $145,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role The Enterprise Project Manager will oversee complex, cross-functional initiatives that drive operational efficiency and business transformation across the firm. The ideal candidate is a proactive communicator who is comfortable engaging with senior leaders and cross-departmental teams, is highly organized and thrives in a fast-paced, dynamic environment. This individual will manage multiple enterprise-level projects from planning through execution, ensuring alignment with strategic goals, regulatory requirements, and stakeholder expectations. Success in this role requires exceptional attention to detail, strong time management, and the ability to translate complex technical or business processes into clear, actionable plans. Responsibilities Lead end-to-end project execution: define scope, develop detailed plans, and drive cross-functional execution to ensure projects are delivered at the expected quality level. Facilitate stakeholder alignment and communication: coordinate decisions across business, technology, and control partners; prepare and deliver structured updates to executives, sponsors, and working groups to ensure transparency and accountability. Develop and maintain comprehensive project documentation: create and manage project charters, status reports, RAID logs, and leadership summaries that reflect current progress, risks, and dependencies. Ensure governance, compliance, and audit readiness: maintain adherence to internal risk frameworks, regulatory requirements, and project management standards while ensuring documentation is audit-ready at all stages. Leverage project management tools: manage schedules, workflows, and reporting dashboards in tools such as monday.com, Jira, Confluence, and MS 365 to support accurate tracking and visibility. Qualifications Attributes: Highly professional and persuasive communicator who unites diverse stakeholders, drives alignment, and builds momentum to ensure projects move forward and deliver results. Skill: Exceptional organizational, time management, and written and verbal communication skills; needs to be comfortable engaging with senior leaders. Knowledge: Proven track record of managing multiple concurrent projects with strict deadlines, changing priorities, and cross-team dependencies. Experience: 6-8 years of experience managing complex, cross-functional enterprise projects in a financial service, fintech, or technology-driven environment. Education: Bachelor's degree required. Master's degree a plus. Certifications: Project Management Professional (PMP) preferred, Scrum Master Certified (SMC) preferred. Benefits The base salary range for this role is $120,000 to $145,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Work Arrangement: open to candidates in the Southeastern region of the U.S.A.*** Grow automotive and equipment leasing product and service sales within an assigned territory with the primary focus on attracting new clients. Responsibilities Essential Functions Develops and implements a sales plan for the assigned market/territory to attract clients to the vehicle and equipment leasing products and services and grow the business with the commercial, government, franchise, and individual clients. Builds relationships through advertising strategies, establishing quality referral sources, and by contacting prospects and clients directly. Networks with existing clients and contacts existing and prospective clients to sell vehicle and equipment leases and associated products and services. Markets the company to prospects. Pitches that we offer virtually all makes and models of vehicles as well as the financial advantages of the lease during the sales calls. Evaluates the effectiveness of the sales approach and keep detailed notes on sales discussions to ensure future sales growth. Pitches that we offer equipment leases and EFAs for various types of equipment, including industrial and commercial equipment, certain warehouse and fabrication machinery, and off-road construction equipment. Listens to the client's needs during the sales call, uncovers opportunities and objections with the goal of closing the business. Builds a value-based presentation that focuses on the client's needs and overcomes objections. Makes recommendations on the suitable type and number of vehicles that will best optimize their fleet. Develops a relationship with the client with an in-depth understanding of their business, their opportunities, and how they will sustain and progress their operations Acts as a vehicle industry expert. Develops and maintains a broad understanding of the automotive industry, the car manufacturers, and the technical details of an array of vehicles to make effective recommendations to clients. Works with auto dealers, OEMs, and other vendors to properly spec and price vehicles. Negotiates and closes sales with clients. Develops win-win solutions for clients, ensuring pricing is advantageous to both the client and the company. Obtains lease terms approval from the top sales executive. Develops and presents leasing terms and conditions to the clients. Simulates all the calculations of the leasing program. Prepares and presents clear cost estimates to show the clients precisely what the offer contains. Attends automotive and business conferences and events to prospect for new clients and meets with existing clients to increase brand recognition and maintain awareness of industry developments and trends. Prepares paperwork for lease credit approval and ensures administrative activities associated with the sale run smoothly. Acts as the primary interface with the client throughout the sales process to handle issues and concerns. Gathers an in-depth understanding of competitors within assigned markets, capitalize on their weaknesses while selling the bank's strengths. Seeks to grow Sales Volume by knowing who prospective clients are working with and how to win their business. Cultivates and develops secondary relationships with vendors or other parties related to the industry or related to the end users that can act as referral sources and champions of the bank or the individual. Ability to effectively cross sell other products of the bank where the opportunity exists. Performs other duties as assigned. Qualifications Education/Experience Requirements Undergraduate degree in a related field or an equivalent combination of training and experience. 5 years of automotive, leasing, or related sales experience. Preferred Qualifications Must have a valid driver's license and no more than 2 moving violations or at fault accidents within the last 3 years. Strong working knowledge of the automotive industry and product specifications. Extensive knowledge of automobiles, light & medium duty trucks and vans. HD truck and equipment leasing a plus. Basic knowledge of leasing regulations, fleet Management concepts, corporate hierarchies, and business trends. Ability to build a personal brand, navigate the Sales Process, and identify new customers. Excellent sales and negotiation skills, including C-level. Excellent verbal, written, and interpersonal communication skills. Professional presentation skills; face to face, virtually, or in a larger group setting. Team player, able to work effectively in a team fostered, multi-tasking environment. Proficient in Microsoft Office suite, e.g., Excel, PowerPoint, Word, Outlook. Up to 25% travel required. Additional Information This job will be open and accepting applications for a minimum of five days from the date it was posted. Base Salary Range: $70,000 - $90,000, Plus Incentive This information reflects the base salary pay range for this job based on current national market data. Ranges may vary based on the job's location. We offer competitive pay that varies based on individual experience, qualifications and other relevant factors. We encourage you to apply to positions that you are interested in and for which you believe you are qualified. To learn more, you are welcome to discuss with us as you move through the selection process. Working at The Bancorp Bank, N.A. and Benefits Information: ********************************************* Company Culture & Background Screening Company Culture at The Bancorp Bank: *************************************************** The Bancorp Bank, N.A. is an EQUAL OPPORTUNITY EMPLOYER and will not discriminate on the basis of race, color, religion, gender, gender identity, sexual orientation, pregnancy, citizenship, national origin, age, disability, genetic information, veteran status or other protected category with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. Employment with The Bancorp Bank, N.A. includes successfully passing a background check including credit, criminal, education, employment, OFAC, and social media background history. #LI-PJ1 #LI-Remote #BancorpRemote

About the Role iCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team. This role will involve large scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of key financial and performance indicators, monthly and quarterly management reporting duties, including support during the financial close, financial modelling, and partnership with key business and department Leads to enhance decision making. This individual will report into the iCapital Solutions Business Controller, Senior Vice President. Responsibilities Support the budgeting and forecasting of the company's key financial performance indicators, with emphasis on revenue, expenses, sales activity, and select GAAP and Non-GAAP metrics, liaising with FP&A team members, sales and business leads, while providing analysis of budget vs. actuals and real-time forecasting of revenue and expenses. Assist in the preparation of the company's annual budget process across key financial performance indicators, with emphasis on revenue, expenses, sales-based inputs and activity, and client level detail. Develop key financial and performance metrics with detailed analytics for the Management Committee and business leads. Liaise with FP&A team members to develop business specific key performance metrics, client analytics, budgets, and forecasts. Identify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance. Partner with FP&A team members and sales to develop monthly analyses and insights into variances between budget vs. actual results. Perform sales analytics to support the business development and growth of the company's iCapital Solutions department. Support the preparation of monthly management and quarterly board reporting packages, including consolidation of financial statements, budget vs. actual results and revised forecasts, variance analysis and compilation of the company KPI reports. Identify and remediate process gaps and implement effective internal controls; improve documentation of internal control processes. Assist in completing ad hoc projects as needed such as implementation of new software, platform reporting automation, and financial planning and analysis tools. Qualifications 2-6+ years of FP&A, strategic finance, corporate finance, or accounting experience within the financial services industry and/or FP&A or strategic finance experience with a top-tier firm Familiar with private market investments such as private equity, hedge funds, and/or structured investments are preferred Experience in planning and ERP tools (i.e., WorkDay Adaptive, Tableau, Essbase, etc.) and familiar with Oracle NetSuite and/or General Ledger systems (i.e., PeopleSoft, Axiom) is preferred Able to work with business/sales and department leads on business performance including budgeting, forecasting and advanced analytics Advanced degree and/or credentials desired, such as MBA, CPA, CFA Advanced skills in Excel and PowerPoint Strong organizational planning, quantitative modeling, and problem-solving skills; strategic and creative thinking Able to manage large sets of data and be able to implement checks and balances Excellent verbal and written communication skills Detailed oriented with big picture capability Benefits The base salary range for this role is $95,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role iCapital is seeking an Assistant Vice President Marketing Manager to join the Product Marketing team within the Marketing and Communications department. This role supports the Structured Investments and Annuities businesses, collaborating closely with Product, Sales, and cross-functional teams to deliver compelling go-to-market strategies and client engagement programs. Responsibilities Develop and execute integrated go-to-market strategies for iCapital's Structured Investments and Annuities Platform, Alternatives Distribution and Structured Investments (SI Distribution, m+ funds, and Outcome Driven Strategies). Partner with Product and Sales teams to define positioning, messaging, and value propositions for platform enhancements, new fund and product launches. Create and manage the utilization of high-impact marketing and sales enablement tools including presentations, fund fact sheets, brochures, case studies, platform and product demos to articulate benefits and drive advisor adoption. Develop educational content and thought leadership pieces to simplify complex investment concepts for advisors and end clients. Lead multi-channel marketing campaigns across email, digital, social, webinars, and events, leveraging data-driven insights to optimize engagement and conversion. Act as a strategic partner to Product, Sales, and Client Relationship teams, ensuring marketing initiatives support core KPIs. Seek opportunities across all elements of iCapital Structured Investments and Annuities Platform and Alternatives Distribution businesses including acquisition, retention, platform features and functionality, and product launches to help meet and exceed company goals. Qualifications Bachelor's degree in marketing, business, finance, or a related field 7+ years of related experience preferably within the fintech, wealth management, alternative investments (including annuities and structured investments), or ETFs Strong analytical skills with the ability to interpret data and translate insights into actionable strategies and data-driven decision-making Exceptional communication and storytelling skills with the ability to simplify complex concepts Proven track record of building and managing integrated marketing plans and campaigns across multiple marketing disciplines Demonstrated success in managing ambiguity and driving results in fast-paced environments Collaborative mindset with strong project management skills Experience marketing structured investments, annuities, or alternative investments Familiar with advisor distribution channels Able to blend strategic thinking with hands-on execution, delivering a measurable impact Benefits The base salary range for this role is $120,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role iCapital is looking to hire an IAM Senior Engineer to join the Corporate Technology team. This role is responsible for managing and maintaining identity governance platforms, creating and granting access to new users and non-human accounts, creating and maintaining birthright entitlements for departments and roles, leading recertification initiatives, deploying single sign-on applications, troubleshooting access and permission related requests, and maintaining an efficient user lifecycle management program. Additionally, this individual requires IAM-related governance of cloud environments and third-party applications which includes reviewing stale access, reducing over-privileged access. This is a highly technical and visible role which will have a large impact across a fast-growing firm. The ideal candidate must have a professional, calm attitude and the willingness to help others. This individual can drive IAM governance across our firm and provide input for best practices or ways to streamline various governance controls and policy. This will provide a highly rewarding path to deepening technical and communication skills. Responsibilities Drive our IAM governance program as a highly technical individual by managing and maintaining our primary software, Saviynt and Okta. Leverage Python, SQL language, and API calls to facilitate automations within Saviynt and other identity tools. Manage and maintain birthright entitlements, access requests, and access certifications across all company departments. Manage and maintain onboarding and offboarding employee workflows and automations within Saviynt. Deploy SSO applications using Terraform within Okta and manage other IdP features and policies. Qualifications Bachelor's degree in computer science, information technology, or equivalent work experience within the information technology field 6+ years of experience within identity and access management-related positions 4-6 years of experience with identity management and governance tools like Saviynt, SailPoint, Ping in addition to identity provider tools like Microsoft Entra ID and Okta Experience with Python, SQL, and API calls and automations is required Experience managing and maintaining birthright entitlements, privileged identity management (PIM), role-based access for provisioning and entitlements Experience with SAML and Oauth single sign-on applications within Okta, as well as auto-provisioning and SCI Certifications related to cloud platforms or identity and access management are preferred Experience working in a regulated and secure environment with required due diligence is preferred Able to deliver clear and concise written documentation for internal use across the firm Strong ability to speak confidently on topics related to the role's responsibilities Benefits The base salary range for this role is $115,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role We seek strong people managers, or "team leads", to oversee a team of client-facing reporting analysts and associates. You will be responsible for coaching your team through complex client issues, overseeing special projects, and ensuring that team members can deliver high quality, best in class service to our clients on a consistent basis. You must be comfortable working in a dynamic, performance-driven, fast-paced environment. Our reporting teams have in-depth knowledge of wealth management products and technology applications, so understanding how to manage and develop talent in these areas will be critical. Responsibilities * Financial reporting and data aggregation tools: * Analyze and explain portfolio performance results. * Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects. * Analyze private equity and hedge fund statements for input into system. * Work with clients and partners to resolve data issues. * Develop and strengthen client relationships through client on-boarding, client account setup and training, day-to-day support, and issue management. * Maintain software maintenance and setup through system configuration, new client setup and financial account and asset set-up and classification, data feed management. Create custom reports based on client-specific needs and Liaise with the vendor partners for enhancements, and system and data issues. * Work amongst other Team Leads and Senior Management to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications. * Establish operational effectiveness through the development and adoption of policies, procedures, and controls. Qualifications * 7+ Years of experience in a related field * Able to manage a team of reporting professionals, provide feedback, coach their development, escalate employee issues * Able to develop and maintain excellent, effective client relationships * Strong understanding of financial instruments * Able to think critically through complex performance management reporting issues and best practices * Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines * Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities * Comfortable with technology, software tools and applications and learn new software quickly; Strong MS Excel and PowerPoint skills and knowledge of database concepts, and any type of programming Benefits The base salary range for this role is $85,000 - $100,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day. Every department has different needs, and some positions will be designated in-office jobs, based on their function. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

The AVP, Market Development Manager (AVP, MDM) develops and acquires business through outside sales activities within their assigned Territory and as needed in other territories. The incumbent promotes the overarching organizational objectives of exceeding goals, delivering stellar service, building brand awareness and growing Technology Credit Union (Tech CU) membership, deposits, and loans through, among other methods, outreach to Member Companies, mortgage brokers, community development agencies and business/civic leaders. The AVP, MDM is responsible for developing direct and indirect sales growth including but not limited to mortgage and auto lending. In addition, conducts sales presentations, enrolls new companies/community organizations as strategic partners, and establishes ongoing 12-month calendar of business development/relationship management events in their territory. Responsibilities Essential Duties Sales and Service Within the Territory of responsibility, Communicates the enterprise-wide message and builds Tech CU brand awareness within the target market, i.e. the tech ecosystem, community development agencies. Develops and implements a strategic plan to optimize the business opportunities for assigned Tech CU profit centers with a focus on achieving and exceeding all goals. Delivers Educational Workshops, using digital/virtual platforms and in person, to acquire business, raise awareness of Tech CU products/services, and its brand. Sells and processes, Tech CU's products & services in person and via Virtual Branch Collaborates with internal partners to optimize outreach efforts. Connects and develops relationships with key employers as well as business and civic leaders in the territory. Establishes and expands partnerships with mobility management organizations, benefits brokers, realtors, mortgage brokers, Certified Public Accountants (CPAs), etc. Develops, maintains, and expands relationships with existing and prospective Member Companies, and community organizations that allow optimal acquisition opportunity. Participates in community organizations and events aligned with Tech CU's organizational objectives. Utilizes social media channels to promote events and engage community and Tech CU membership. Maintains current industry, competitive and product knowledge. Develops and nurtures a network of referral sources and business contacts. Communicate sales results to own manager for inclusion in territory management reports. Works under general supervision from leadership. May offer periodic coaching to other less experienced staff. Schedule Full-time; 40+ hours/week Flexible within core business hours, M-F (or as directed by management) Occasional extended early morning or late evening hours, and weekends, typically with advance notice. Workplace Essentials Supports Tech CU's Mission and Vision and consistently demonstrates Tech CU's Values (Accelerate, Collaborate, Innovate, & Cultivate). Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans. Complies with Tech CU policies and procedures. Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace. Complies with requirements imposed by federal, state and local regulatory agencies. Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors. Qualifications Education: Bachelor's Degree in related business discipline or equivalent work experience. Experience: 7+ years of experience in related disciplines products, policies and procedures. 3+ years of outside sales or business development experience. Knowledge/Skills/Abilities: Strong leadership and sales acumen. Solid time and project management skills. Solid ability to self-manage priorities. Self-motivated and goal driven. Strong knowledge of financial products and services, the financial services industry and the competitive landscape. Proficient in Microsoft Office products Solid knowledge and fluency in utilizing digital/virtual platforms to meet with internal/external contacts. Strong knowledge and ability to facilitate workshops/seminars in-person and virtually Positive disposition. Solid team orientation. Strong commitment to make excellence a habit. Strong written, verbal and presentation skills. Highly adaptive and open to changes as the organization grows and its needs evolve. Licensing: Upon employment, must enroll and maintain registration with Nationwide Multistate Licensing System (NMLS) under Tech CU's company registration. Travel: Frequent travel by car within assigned territory to attend meetings/events or develop business. Holds a clear and valid driver license valid in assigned territory. Possesses current automobile insurance. Occasional travel to corporate headquarters in San Jose and/or other locations to attend offsite training, meetings or events, typically with advance notice. Infrequent overnight travel may be required, with advance notice. Typical Working Conditions: Outside sales, business development, and office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance. Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices. Physical Requirements: Walk/travel 60-80% of the time to develop business. While in the office (headquarters, branch or remote office) may sit 20-40% of the time. Keyboard and read computer screen for 75% of time during which one is seated. Ability to lift items up to 25 lbs. EQUAL EMPLOYMENT OPPORTUNITY Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Pay and Benefits Position Grade: 106 Salary Range: minimum-$81,800, midpoint-$98,000, maximum-$114,000 Work Location: The salary range listed is based on working in Meridian, ID. If you work remotely, your salary will be adjusted based on your geographic location. Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications. Bonus Potential: Target 10% of base salary based on company and individual performance Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals. Tech CU offers a comprehensive benefits package, including: Health Coverage: Medical, dental, and vision plans Income Protection: Life and disability insurance Retirement: 401(k) plan with company match Paid Holidays: 12 days annually Paid Time Off (PTO): Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year) Increases with length of service Voluntary Time Off (VTO): 8 hours annually for full-time employees to support charitable organizations Additional Benefits: Flexible Spending Accounts Employee-paid voluntary benefits Leaves of absence in compliance with state and federal regulations

About the Role iCapital's rapidly growing iDirect platform of registered evergreen funds is seeking a private equity focused Assistant Vice President or Vice President responsible for evaluating new direct co-investment opportunities, monitoring and analyzing the existing portfolio, communicating with internal sales resources and external investors, and conducting ad hoc business development projects. Responsibilities Perform due diligence on private companies and their industries alongside senior team members. Prepare investment memoranda. Oversee portfolio monitoring, portfolio analysis, and liquidity planning. Liaise internally with the Sales, Accounting, Product Management, Compliance, and Marketing teams. Support external communications regarding the Fund, including engagement with prospective and existing investors. Track market trends, competitor activity, and industry developments. Create business development presentations as required. Qualifications 4+ years of relevant experience in financial services (e.g., private equity, investment banking, capital markets, transaction advisory services, investment consulting, portfolio analytics, etc.) Excellent written and verbal communication skills High accuracy and attention to detail Able to problem-solve and make logical business recommendations in a fast-paced environment Professional demeanor with an entrepreneurial attitude and a strong sense of ownership Benefits The base salary range for this role is $140,000 to $220,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role iCapital's rapidly growing iDirect platform of registered evergreen funds is seeking a private equity focused Assistant Vice President or Vice President responsible for evaluating new direct co-investment opportunities, monitoring and analyzing the existing portfolio, communicating with internal sales resources and external investors, and conducting ad hoc business development projects. Responsibilities Perform due diligence on private companies and their industries alongside senior team members. Prepare investment memoranda. Oversee portfolio monitoring, portfolio analysis, and liquidity planning. Liaise internally with the Sales, Accounting, Product Management, Compliance, and Marketing teams. Support external communications regarding the Fund, including engagement with prospective and existing investors. Track market trends, competitor activity, and industry developments. Create business development presentations as required. Qualifications 4+ years of relevant experience in financial services (e.g., private equity, investment banking, capital markets, transaction advisory services, investment consulting, portfolio analytics, etc.) Excellent written and verbal communication skills High accuracy and attention to detail Able to problem-solve and make logical business recommendations in a fast-paced environment Professional demeanor with an entrepreneurial attitude and a strong sense of ownership Benefits The base salary range for this role is $140,000 to $220,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role iCapital is seeking an Associate or Assistant Vice President to join the Portfolio Management team, focusing primarily on the TPG Private Markets Fund (“TPM”). This fund is a newly launched, registered fund managed by iCapital that provides access to the private equity investments of TPG, a global alternative asset manager. Responsibilities Perform due diligence on co-investment opportunities sourced from one of the most prominent private equity firms in the world. Prepare investment memos and other relevant analyses to assist in the investment underwriting process. Monitor the performance of existing investments, identifying potential risks and opportunities. Assist with portfolio construction, which spans investment strategies and geographies. Prepare reports and presentations for investors and other stakeholders. Work closely with the Product, Fund Finance, Compliance, and other teams to ensure smooth transaction, execution and portfolio management. Ensure adherence to regulatory requirements and internal policies. Qualifications Strong academic credentials and a demonstrated track record of successful work experience 2-6 years of post-undergrad investment or leveraged finance experience with an investment management firm, investment banking, or private equity/private credit firm Strong analytical and modeling capabilities with a fundamental driven approach to investing Able to work collaboratively in team environments and strong relationship-building skills Excellent communication skills with the ability to synthesize complicated analyses concisely and to articulate insightful conclusions Proficient in managing multiple projects simultaneously and meeting deadlines Able to produce high-quality work with a focus on accuracy and thoroughness Benefits The base salary range for this role is $110,000 to $165,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role iCapital is seeking a strategic and results-driven Associate / Assistant Vice President, Program Manager to join our Product Operations team. This role will lead the planning and execution of complex, cross-functional software development initiatives that are critical to firm-wide priorities. The ideal candidate brings a strong track record of delivering enterprise-scale technology projects in financial services, with a demonstrated ability to influence stakeholders, manage risk, and drive operational excellence. Key Responsibilities Own and drive the end-to-end delivery of strategic software initiatives, ensuring alignment with business goals, timelines, and resource plans. Lead cross-functional collaboration with Product, Engineering, UX, Legal, Compliance, and Sales to ensure seamless execution and stakeholder alignment. Develop and maintain detailed project plans, including milestones, dependencies, and risk mitigation strategies. Proactively identify and resolve project risks and blockers, escalating when necessary, with clear context and recommendations. Use analytical reasoning to assess program performance, identity areas for improvement, and lead efforts to improve efficiency and effectiveness within the team. Oversee project tracking tools (Monday.com, JIRA), ensuring transparency, accountability, and timely delivery across teams. Prepare and present project status reports, dashboards and performance metrics. Facilitate decision-making forums and working sessions to align teams, resolve conflicts, and drive consensus. Qualifications 5+ years of relevant experience within program management, project management or business analysis roles Proven experience delivering complex software projects in financial services or fintech environments. Strong interpersonal and communication skills, with the ability to influence and align diverse stakeholders. Demonstrated ability to manage ambiguity, prioritize competing demands, and operate with a risk management mindset. Deep understanding of Agile methodologies and tools (JIRA, Confluence, Monday.com) Operational rigor with a focus on process improvement, workload distribution, and team enablement. Experience peer influencing projects fostering a culture of accountability and growth. PMP, SAFe, CSM, or CSP certifications are a plus. Benefits The base salary range for this role is $100,000 to $150,000 depending on level and experience. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role iCapital is looking to hire an Assistant Vice President Cybersecurity Project Manager. This individual will oversee information security initiatives within the team and across business units to improve the security posture of the firm. This role manages multiple enterprise-level projects from planning through execution, ensuring alignment with strategic goals, regulatory requirements, and stakeholder expectations. Success in this role requires exceptional attention to detail, strong time management, and the ability to translate complex technical or business processes into clear, actionable plans. Responsibilities Define scope, develop detailed plans, and drive cross-functional execution to ensure projects are delivered at the expected quality level. Coordinate decisions across business, technology, and control partners to prepare and deliver structured updates to executives, sponsors, and working groups to ensure transparency and accountability. Create and manage project charters, status reports, RAID logs, and leadership summaries that reflect current progress, risks, and dependencies. Maintain adherence to internal risk frameworks, regulatory requirements, and project management standards while ensuring documentation is audit-ready at all stages. Manage schedules, workflows, and reporting dashboards in tools such as Monday.com, Jira, Confluence, and MS 365 to support accurate tracking and visibility. Qualifications Bachelor's degree in a related field is required, master's degree is a plus 5-7 years of experience managing complex, cross-functional enterprise projects in a financial service, fintech, or technology-driven environment Highly professional and persuasive communicator who unites diverse stakeholders, drives alignment, and builds momentum to ensure projects move forward and deliver results Exceptional organizational, time management, and written and verbal communication skills Comfortable engaging with senior leaders and stakeholders Proven track record of managing multiple concurrent projects with strict deadlines, changing priorities, and cross-team dependencies Project Management Professional (PMP), Scrum Master Certified (SMC), and ITIL certifications are preferred Benefits The base salary range for this role is $120,000 to $145,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role iCapital is seeking a highly organized and technically skilled Studio Manager to oversee the day-to-day operations of our in-house studio. This individual thrives in a fast-paced production environment, has a deep understanding of studio equipment and media workflows, and enjoys overseeing multiple tasks, from managing gear to shooting and editing content. Responsibilities Maintain and oversee studio equipment inventory, ensuring all gear is functional, organized, and up to date. Recommend upgrades and new purchases as needed. Operate cameras, lighting, and audio equipment for both long-form and short-form studio productions. Partner with the Producer to shoot social media content which includes setting up and breaking down equipment and quickly editing and delivering assets to the Social team for same day turnaround. Collaborate with producers and creative teams to ensure a smooth execution of shoots. Provide on-set technical support and troubleshoot issues in real time. Manage media assets including ingesting, backing up, organizing, and archiving footage. Ensure proper file naming conventions and metadata tagging for efficient retrieval and editing. Perform light-to-medium editing tasks such as rough cuts, audio syncing, and basic color correction. Coordinate with external production agencies, freelance crews, and vendors to support studio shoots and special projects. Ensure third-party teams deliver final assets in an organized, timely, and technically sound manner that aligns with internal media management standards. Define and evolve studio workflows for efficiency and quality. Communicate challenges, resource needs, and timeline risks to leadership effectively. Qualifications 8+ years of experience in studio production or media operations Strong knowledge of studio equipment including cameras, lighting setups, and audio gear Proficiency in media management workflows and cloud storage platforms Excellent organizational skills and attention to detail Able to multitask and adapt to changing production needs Experience with live streaming or multi-cam setups Basic motion graphics or audio mixing skills Knowledge of financial media environment Benefits The base salary range for this role is $120,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation has donated over $8 million to local organizations since its inception in 2003. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank: * American Banker Best Banks to Work For in 2021, 2022, 2023, 2024 and 2025 * Top Workplaces USA national award in 2022, 2023, 2024 and 2025 * Newsweek's America's Best Banks 2023 and 2024 * Newsweek's America's Greatest Workplaces 2024 and 2025 * Forbes America's Best Banks 2024 and 2025 * Forbes Best-in-State Banks 2020, 2021 and 2025 At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Job Purpose: This position leads the branch's efforts to pro-actively meet the client's financial needs through our sales process which focuses on a client centric, consultative sales approach whereby we working to uncover, identify and deliver products and services to satisfy the client's financial needs and exceed their expectations. These offerings will include our consumer and business deposit and loan product lines, financial services and partner products and services such as investment offerings, insurance offerings, mortgages, etc. This is a sales and sales leader role which requires the ability to meet expected individual and branch goals and metrics. This includes activities and results. A successful candidate needs to be an energetic, enthusiastic team player with excellent communication, problem solving, and customer service, cross selling and lending skills to achieve stated goals. This position requires strong leadership skills, great organizational skills and the ability to assist in motivating and developing the branch team; along with following and coaching operational standards. Job Duties: * Will be responsible for employee and business development. * Will be responsible for managing a sales pipeline, sales activities, achieving assigned goals and surpassing scorecard metrics both individually and as a branch. * Must possess an ability to turn service encounters into dialogue-based meetings where other needs can be uncovered. * Acquires, uses, and maintains, consumer and business lending product knowledge and abilities to generate and execute lending and deposit products. * Responsible for interpreting documents such as safety rules, account documents, operating and maintenance instructions, compliance, consumer and business loan documents and procedure manuals. * Will be responsible for the support and leadership of branch staff in servicing clients and building a book of business focused on steady growth and consistent profit improvement. * Pro-actively meet the clients' financial needs through our sales process. * Utilize Salesforce for client and prospect interactions and sales activities. * Make outside business calls to clients and prospects to acquire and retain business. * Must be able to establish, maintain and grow, working relationships with partners. * Must be able to energize development processes by conducting regular sales meetings and well-structured coaching sessions to provide balanced feedback with actionable items that ensure individual and branch success. * With the assistance of the Regional Manager, the Branch Manager will assign goals, monitor branch progress and make necessary adjustments to achieve exceptional results. * Responsible for managing and overseeing the day-to-day branch activities; developing, retaining and recruiting high quality staff; building on and maintaining world class service levels. * Establish and maintain an efficient, production and collaborative working environment based on continuous and effective staff communication. * Conducts weekly staff meetings to engage the team in the performance of the branch. * Conducts structured monthly or more frequent coaching sessions to provide balanced feedback with actional items that ensure individual and branch success. * Responsible for the preparation and delivery of performance feedback that includes quarterly and annual reviews, developmental action plans and disciplinary action, as applicable. * Responsible of ensuring team compliance with established policies and procedures which includes Retail Branch Standards. * Will be responsible for leading branch initiating and building external business and community relationships; managing Community Re-Investment Act strategies. * Will be responsible for monitoring and working branch delinquency in conjunction with our collection group; teller error and outage control. * Will be responsible for ensuring overall operational soundness of the branch which includes the annual branch assessment, compliance and regulatory requirements. * Will be responsible for understanding how to operate a cash drawer and provide coverage as needed based on branch requirements. * Will possess the knowledge to assist branch associates with troubleshooting and processing transactions on the Teller Insight platform. * Is responsible for researching and providing resolution to customer and branch concerns. * Consistently completes required training for all bank and branch policies and procedures. * Capture client concerns and provide solutions, via self or utilizing with other bank personnel, successfully within stated timelines. * Will perform special projects as assigned. Education, Experience and Job Skills: * Bachelor's Degree or equivalent experience in the financial services industry. * 1-3 years' experience in a manager role preferred. * Must be an energetic, enthusiastic team player. * Demonstrated previous sales success as an individual and as a leader. * Excellent communication, problem solving, customer service, cross selling and lending skills. * Must be a decision-maker with well-developed interpersonal skills to represent the Bank positively in dealing with clients, employees and the community. * Must possess strong leadership skills, great organizational skills and the ability to motivate and develop the branch team. * Must be able to pass background and credit standards to hold NMLS credentials * Trustworthy and confidential behavior is essential in this role. * Knowledge and prior usage of computers and computer systems. * Ability to work individually and with others. * Must be able to travel (i.e. to Marietta Ohio Training Center) to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. * Valid Driver's license. * Daily Reliable transportation. Basic Qualifications: * Bachelor's Degree or equivalent experience in the financial services industry. * Valid Driver's license. * Daily Reliable transportation. * Must be able to travel (i.e. to Marietta, Ohio Training Center) to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process or other inquires.