Managing Director jobs at Fidelity Investments

The Role We are looking to hire a Director, Quant Strategist to strengthen our US team. By combining hands-on quantitative research with team leadership, the successful candidate will be accountable for developing and monitoring strategies, ensuring model robustness, troubleshooting issues, and driving workflow enhancements. This role will play a central part in driving our DeFi research efforts and requires a strong technical background, excellent problem-solving skills, and the ability to manage and mentor a small team whilst coordinating our team efforts across multiple stakeholders, and cross-regional teams. Key Responsibilities Strategy Research & Implementation Conduct research into yield-oriented strategies across of a range of market structures and venues, with an emphasis on identifying risk-adjusted return opportunities Design and run backtests to evaluate strategy performance, stress-test assumptions, and establish statistical robustness Help deeply analyze protocols to understand mechanics, risks, and potential drivers of yield. Translate insights into research hypotheses and strategy ideas Monitoring & Troubleshooting Act as a first line of response for alerts, coordinating with global colleagues to escalate and resolve issues quickly Translate lessons learned from monitoring into research and operational playbook improvements Team Leadership Manage and mentor a team of quants/analysts: run sprints, allocate tasks, and oversee objectives and results Conduct code and strategy reviews, enforce testing standards, and support professional development Foster a culture of collaboration, technical excellence, and delivery focus Risk & Stakeholder Interaction Present weekly PnL, risk metrics, and performance attribution to senior management Ensure transparent communication and reporting to internal stakeholders The Expertise and Skills You Bring Technical Expertise Proficiency in Python (e.g., Pandas, NumPy, PyTorch, etc.) and SQL with the ability to write production-quality, maintainable code Strong grounding in portfolio mathematics, risk modelling and statistical methods Experience building and maintaining research infrastructure, including data pipelines, backtesting frameworks, and related tools Communication & Engagement Able to distill complex models into actionable insights for technical and non-technical stakeholders Collaborate style and effective at working across teams and time zones, fostering strong engagement with colleagues Analytical & Research Skills Skilled at working with large, complex, and imperfect datasets, extracting signal from noise, and applying methods ranging from classical statistics to machine learning where appropriate Professional Experience Typically, 10+ years of relevant experience in digital assets, and/or quantitative research Advanced degree (Master's or PhD) in a quantitative field (e.g. Mathematics, Statistics, Computer Science, Physics, or a related discipline) Previous experience managing or mentoring a small team of quants, developers, or researchers Preferred Qualifications Prior exposure to DeFi yield strategies (staking, LP, lending, re-staking) Experience with systematic trading across traditional asset classes (equities, FX, commodities, fixed income etc.) Demonstrated initiative in generating ideas and improving processes Comfort working across time zones and collaborating with distributed teams The Team Fidelity Digital Assets is dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance. Fidelity Investments began researching blockchain technology and digital assets solutions in 2014, and years of research and development have provided us with the deep expertise necessary to build the future of finance. Come join the Quantitative Strategies team within Fidelity Digital Assets to help grow our business initiatives within DeFi and contribute to our research and product capabilities using your insights. 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:Data Analytics and Insights

Vice President, Architecture for Contact Center Build Strategy, Enterprise Contact Center At Fidelity, our Contact Centers are an essential way for customers and clients to interact with the right Fidelity associate for their financial goals, needs, and questions. As part of its overall cloud and technology transformation, Fidelity's Enterprise Customer Contact Center (EC3) organization is actively working to transform how our Contact Centers will support the future needs of our business teams, their associates, customers and clients. As Vice President, Architecture for Contact Center Build Strategy you will define capabilities, solutions, patterns, standards, and guidelines related to the Fidelity Contact Center and the Associate Desktop Experience. You will work closely with EC3 Product and Technology leads, key business stakeholders, and other architects leading related capabilities. The Expertise and Skills You Bring 15+ years of proven experience in an architecture or engineering role with 7+ years of experience as a lead solution architect and technology leader in large enterprise contact centers. You have in-depth experience analyzing business requirements, designing end-to-end contact center solutions, and developing technology roadmaps. You have deep knowledge of telephony, interexchange carrier (IXC) systems, and intelligent cloud-based edge networking capabilities that provide toll free calling services to large enterprise contact centers with resilient cloud infrastructure. You have deep knowledge of contact center platforms such as Genesys, Cisco, Avaya, Amazon Connect, Nice CXone, CCaaS solutions, Infrastructure as Code and related tools, and CRM systems. You have experience implementing and optimizing omnichannel strategies including voice, chat, SMS, and email to enhance customer engagement. You have modernization experience for contact center self-service experiences (IVR to IVA), and intelligent contact routing across channels and services. You have technical integration experience to ensure end-to-end contact center capabilities are deployed seamlessly throughout the customer and agent experience including infrastructure, channels and services, self-service, intelligent routing, agent desktop and agent assistance, workforce engagement as well as new emerging capabilities. You are able to provide guidance and mentorship to technical teams and collaborate with stakeholders across the company to ensure architecture deliverables enable a successful deployment solution. You are an experienced architect designing and supporting enterprise level infrastructure using public cloud technologies with Amazon, Google, and/or Azure. You demonstrate excellent communication, interpersonal and relationship building skills with which you influence decisions and engage across Fidelity and at all levels of the organization. You have a passion for solving complex problems and a track record of delivering innovative solutions for solving them. The Value You Deliver Delivering and maintaining Contact Center and EC3-related capabilities, solutions, solution architectures, patterns, standards, guidelines, and specifications for the Fidelity Blueprint. Supporting and enabling technology Product and Chapter Leaders to deliver increased value to our customers and operations associates. Measuring performance through established objectives and metrics that deliver agreed upon business, technology, and people results. Partnering with agile product area leaders, chapter area leaders, agile team leads, and architects to develop platform designs and solution roadmaps. Ensuring the solutions that are delivered meet high standards for quality, performance, and scale. Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. The base salary range for this position is $140,000-285,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Information Technology

Regular Your opportunity *In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities* Candidate must reside or be willing to relocate to Bethesda, MD or Tyson's Corner, VA At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum of investment needs to help clients manage large and complex portfolios. Supporting our clients' wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs. Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs Retain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scores Partner with wealth specialists to offer solutions including banking, lending and trust Take an in-depth consultative approach to analyze, assess and find appropriate solutions to meet client needs based on the breadth of Schwab's Wealth Management offer Develop a customized financial strategy for prospects and existing clients Demonstrate a thorough understanding around how to assess suitability and recommend appropriate retirement income advice and distribution process for clients living in retirement Demonstrate proficiency in deepening relationships with clients, from engagement and discovery to gaining commitment and ongoing service. What you are good at: Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives Demonstrates a bias for action and a commitment to achieving sustainable results Able to listen to client's needs and make decisions/take actions that help clients achieve their long-term goals Knows how to follow the proper risk, supervision and controls guidelines to deliver the best outcomes for clients. Exhibits strong culture of compliance, adherence to policy and Schwab's high standards Demonstrates good judgment in selecting methods and approaches for finding appropriate solutions for clients Able to adjust style of communication to best connect with others Demonstrates and encourages collaboration and teamwork cross functionally and within his/her team Demonstrates personal resilience and a commitment to continually learn Able to remain positive and focused during times of pressure, adversity, or change Actively engages and helps others succeed Understands life event triggers for clients and leverages this ability to consolidate and retain assets; proven ability to probe clients for life event triggers and provide financial advice accordingly Flexible in changing environmental, economic, and client need scenarios; proven experience demonstrating the ability to lead change within self and others positively What you have To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Preferred Qualifications Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP highly preferred Bachelor's degree highly preferred Required Qualifications Active & valid FINRA Series 7 license Active & valid FINRA Series 66 (63/65) license Active & valid Life & Health insurance 7+ years financial services industry experience 2+ years Ultra- HNW client experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Regular Your opportunity *In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities* Candidate must reside or be willing to relocate to Bethesda, MD or Tyson's Corner, VA At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum of investment needs to help clients manage large and complex portfolios. Supporting our clients' wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs. Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs Retain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scores Partner with wealth specialists to offer solutions including banking, lending and trust Take an in-depth consultative approach to analyze, assess and find appropriate solutions to meet client needs based on the breadth of Schwab's Wealth Management offer Develop a customized financial strategy for prospects and existing clients Demonstrate a thorough understanding around how to assess suitability and recommend appropriate retirement income advice and distribution process for clients living in retirement Demonstrate proficiency in deepening relationships with clients, from engagement and discovery to gaining commitment and ongoing service. What you are good at: Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives Demonstrates a bias for action and a commitment to achieving sustainable results Able to listen to client's needs and make decisions/take actions that help clients achieve their long-term goals Knows how to follow the proper risk, supervision and controls guidelines to deliver the best outcomes for clients. Exhibits strong culture of compliance, adherence to policy and Schwab's high standards Demonstrates good judgment in selecting methods and approaches for finding appropriate solutions for clients Able to adjust style of communication to best connect with others Demonstrates and encourages collaboration and teamwork cross functionally and within his/her team Demonstrates personal resilience and a commitment to continually learn Able to remain positive and focused during times of pressure, adversity, or change Actively engages and helps others succeed Understands life event triggers for clients and leverages this ability to consolidate and retain assets; proven ability to probe clients for life event triggers and provide financial advice accordingly Flexible in changing environmental, economic, and client need scenarios; proven experience demonstrating the ability to lead change within self and others positively What you have To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Preferred Qualifications Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP highly preferred Bachelor's degree highly preferred Required Qualifications Active & valid FINRA Series 7 license Active & valid FINRA Series 66 (63/65) license Active & valid Life & Health insurance 7+ years financial services industry experience 2+ years Ultra- HNW client experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Job Title: AFC Modelling - Data Scientist Corporate Title: Associate - Vice President: All Roles to be Considered Deutsche Bank benefits from having a highly experienced and dedicated Anti Financial Crime (AFC) function, which performs a crucial role in keeping Deutsche Bank's business operations and global financial services clean from financial crime while serving the interests of the Bank and society. Our regional/global matrix structure allows for flexible responses to challenges in the core areas of: Anti-Money Laundering, Sanctions & Embargoes, Anti-Fraud, Bribery & Corruption, Investigations & Intelligence, Monitoring & Screening, and Risk Assessment. Our AFC Team will provide you with opportunities to learn, grow and define your career. We foster an open, diverse, and inclusive team culture, that is engaged and well-supported for prosperity and enjoyment of a life/work balance. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift and volunteer programs What You'll Do Drive model implementation (from prototype to production), following rigorous coding, testing, and documentation best practice Responsible for Driving and execution of the Anti-Money Laundering (AML) Transaction Monitoring Americas data strategy in line with the Global Data Strategy/Framework Develop and evolve platform reporting statistics/data to monitor ongoing model success; perform 'deep dives' to interpret data quality issues, identify remediation and track to resolution Represent the group in various data governance forums, and clearly communicate data related issues and potential resolution paths Work with Business (1LOD) to understand the products being offered and define specifications/red flags for Transaction Monitoring models Review and address open AML TM findings in a timely fashion, work in partnership with AFC stakeholders to develop and drive initiatives that transform and modernize the capabilities and services of Monitoring within the AFC function How You'll Lead Establish a clear vision and goals for the team, Inspire the team to perform well and achieve business goals; provide guidance and instruction to the team, and coach them as needed. Oversee daily activities and progress towards goals, and ensure the team is adequately equipped to perform their duties. Prioritize tasks and allocating tasks to the team accordingly. The role will be collaborating across multiple teams within the M&S (Monitoring & Screening) function. Skills You'll Need Bachelor's/Master's degree in Computer Science, Data Science, Management Information System (MIS), Information Management, or equivalent Previous relevant experience conducting data science or Model Development in a business setting coupled with excellent programming skills, predominantly across the Python/Anaconda suite (Scikit-learn, Pandas, Numpy) Experience in Financial Crimes space with expertise in AML Transaction Monitoring and Advisory, with a deep understanding of transaction monitoring data for various lines of businesses, AML red flags, and AML typologies. Proficient in Financial Crime Compliance covering multiple product lines, such as Correspondent Banking, Private Banking, Wealth Management, Brokerage, Trade, and Asset Management. Demonstrated experience in Relational databases, Structured Query Language (SQL), Big Data Hadoop, Hive Query Language (HQL), Data visualization tools. Skills That Will Help You Excel Flexible and able to adapt to urgent deliverable timelines A positive outlook in a goal-oriented organization Able to demonstrate excellent analytical, judgment, and research skills Meticulous with a strong attention to detail and the ability to multitask Able to interpret complex requirements and work proactively with stakeholders in different organizational units Expectations It is the Bank's expectation that employees hired into this role will work in the New York City office in accordance with the Bank's hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York City is $110,000 to 230,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.

Buffkin/Baker has partnered with Beacon Health, headquartered in South Bend, Indiana, with eleven hospitals and 270 care sites across 10 counties, Beacon connects you with the care you and your family need to be your very best. That takes expertise. We are the regional leader in comprehensive, integrated services - from childbirth and pediatrics to cancer, trauma, heart and vascular, stroke, orthopedics and sports medicine, surgery, mental health and so much more with more than 11,000 associates and 2,500 credentialed providers throughout the region and across two states. Reporting to the Chief Operating Officer, Beacon Health System, the President of Dowagiac Hospital is responsible for providing leadership, direction and administration of corporate goals and objectives through the effective assignment and monitoring of accountabilities and responsibilities to the hospital leadership and management staff. The President ensures Hospital services are delivered in accordance with standards established by the CEO and Board of Trustees of Beacon Health.

The Chief Operating Officer (COO) oversees business operations and is responsible for the development, recommendation, implementation, and promotion of policies, procedures, programs and projects involving operations, as well as leading and managing a comprehensive array of the banks business units and special projects, while promoting service excellence and improving organizational efficiencies. The Chief Operations Officer (COO) is responsible for the management and oversight of the daily operations of the bank, including back-office operations, including Information Technology/Security, Retail Operations, Electronic File Transfer (EFT), Deposit & Loan Services, Audit & Compliance departments. The COO is also appointed as the Information Security Officer, Business Continuity Coordinator and heads the Information Technology Steering Committee. The COO must be customer-oriented, have strong leadership skills and possess the ability to guide and inspire outstanding performance. This position will be a part of an executive team and will be responsible for contributing to the development, implementation and administration of the bank's strategic goals and objectives. The Chief Operations Officer serves as a key customer in developing strategic initiatives and accountability to assure sound bank growth. The goal of the COO is to secure the functionality of business to drive extensive and sustainable growth efficiently. Reporting directly to the CEO and attending meetings with the Board of Directors and Committees, as assigned by the CEO, the ideal candidate will be collaborative, have a high level of professionalism, excellent verbal and written communication capabilities, and great project management skills. The successful candidate will be able to translate our vision of increased reach, impact, and community development leadership into meaningful and measurable actions. Through ownership, collaboration and innovation, and guided by our mission, the COO provides leadership, management, and vision necessary to ensure the organization has proper operational controls and people systems in place to ensure operational efficiency. REQUIRED SKILLS & ABILITIES ▪ An energetic, forward-thinking and creative leader with the ability to drive innovation, specifically regarding service technology, in customer delivery in the areas of sales and service. A decisive individual who possesses a strategic focus, as well as an operational and detail-oriented perspective. Qualified candidates must be able to use a collaborative management style that promotes effective communication and teamwork. ▪ Must collaborate with the Senior Leadership team to develop and implement plans for the operational infrastructure of systems, processes, and personnel designed to accommodate the strategic objectives of the organization. The COO will ensure the delivery of the bank's service culture through the branches, community education, customer development and be directly responsible for the sales cycle. ▪ Solid focus on understanding our customers; the knowledge, skills and ability to seize market-driven opportunity, master change and foster staff development through, mentoring, coaching, and modeling of the bank's core values. ▪ The candidate will manage departments and programs to minimize risk to the organization and maximize staff efficiency through use of technology. ▪ The COO will ensure each department's operational excellence and maintain the highest level of customer service resulting in a memorable customer experience. ▪ Demonstrated knowledge of principles of management and administration. ▪ Proven leadership ability with strong personnel development experience. ▪ Demonstrated background leading and managing critical projects. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. ▪ Evaluates key operational metrics; determines potential cost efficiencies, program improvement, or policy change. ▪ Establishes collaborative relationships with suppliers/vendors and pursue low costs through diverse sourcing. ▪ Supports senior management with business strategies, offering insights, and contributing to key decisions. ▪ Assists with identifying opportunities and assessing strategic and financial merits and risks. ▪ Establishes operational priorities and helps to create the vision and buy-in that will facilitate implementation and ensure development of a service- and performance-oriented culture that drives continuous improvement to achieve best practices. ▪ Anticipates opportunities by remaining actively informed regarding new developments and innovative and economical solutions to complex business challenges. ▪ Manages performance activities, including consumer-wide reporting, new business development assessment, and profitability maximization. ▪ Analyzes financial and operational performance metrics to identify areas for improvement. ▪ Develop and implement strategies to enhance the company's profitability and liquidity profile. ▪ Collaborates with applicable divisions to ensure banking operations are aligned with corporate goals. ▪ Foster strong relationships with key stakeholders to support business objectives. ▪ Promote effective and productive relationships between cross-functional and cross-organizational work teams. ▪ Keep HR informed about strategic business plan initiatives that require HR support. ▪ Ensures strategies, change initiatives, and competitive information are communicated in clear and compelling ways. Listens to, leverages, and promotes the diverse ideas, perspectives, and contributions of others across the business. ▪ Lead change management efforts to ensure smooth transitions and adoption of new processes and systems ▪ Management, oversight and negotiation of annual umbrella insurance policies and renewals. ▪ Design, plan and implement business strategies, plans and procedures. ▪ Identify, strategize, develop, and drive initiatives to enhance competitiveness and improve efficiencies. ▪ Cultivate a culture, which aligns with both the strategic and operational plans and objectives of the Bank. ▪ Monitor and evaluate the overall effectiveness of the operations functions; identify specific problems and trends and apply appropriate training or corrective strategies. ▪ Align overall business strategy with innovative thinking, identify trends and business opportunities within the market, and seek input from stakeholders at different levels to identify areas of innovation and growth. ▪ Provide support for implementing strategic initiatives, recommendations for relevant capital expenditures, analyzing financial impacts. ▪ Set comprehensive goals for measuring success. ▪ Maintain an in-depth knowledge of all products, services, equipment, internal controls and policy and procedures. ▪ Ensure compliance with all relevant regulatory requirements and conformance with policy. ▪ Administer policies and procedures and ensure compliance with applicable laws and regulations. ▪ Provide support and assistance with research for departments as needed. ▪ Review and provide guidance, coaching and education based on the results of independent control assessments, audits and exams. Prepare and provide requested documents for audits or examinations when requested. ▪ Consistently promotes the bank's core values and maintains positive relationships with all stakeholders (Employees, Board of Directors, Customers) ▪ Annually participate in budgeting process for area(s) of responsibility. ▪ Responsible for all bank facilities (leased or owned). ▪ Completes any assigned training in a timely manner. OTHER DUTIES The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ▪ Bachelor's degree (B.A./B.S.) or in Business, Management, or related discipline; Master's degree preferred. ▪ Six to eight years related experience; three to five years in senior management, preferably in the banking industry. ▪ An equivalent combination of education and experience may be accepted as a satisfactory substitute for the specific education and experience listed above. ▪ Advanced knowledge of operations, compliance, regulations, policies, procedures and processes. ▪ Experience in developing leaders and developing strategic plans for growth. ▪ Ability to motivate and lead a team, coordinate internal and external resources and achieve measurable results against goals. ▪ All officers will be expected to demonstrate excellent interpersonal skills and a commitment to high quality personal service to our customers and to other departments and employees within the bank. All officers should have good communication skills and be willing to pursue appropriate continuing education. ▪ Outstanding organizational and time management skills. ▪ Adaptive thinking and a strong, critical mindset; ability to think strategically regarding all bank operations. ▪ Strong business acumen and presentation skills; effective communication skills, with the ability to present complex financial information to stakeholders. ▪ Highly proficient at project planning, budgeting, and oversight. ▪ Forward-thinking and adaptable to dynamic situations. ▪ Detail-oriented with a high level of accuracy. ▪ Excellent analytical and problem-solving skills. ▪ Advanced Microsoft Office skills ▪ Exhibits Champlain National Bank core values.

Senior Security Engineer will ultimately be responsible for the design, innovation, operation, architecture, and thought leadership for the firm's user data loss prevention and data classification systems. This position will collaborate with the rest of the engineers and act as the senior authority on all aspects of the firm's DLP systems. The expectation is that this person will have an advanced understanding of the DLP, data classification, and process automation, but will also have understanding of data security strategy, capability, and use cases. This role is for a SME not just with great technical acumen, but also with great vision of where to take our program. Major Responsibilities Define, lead, and execute Data Loss Prevention strategy and processes. Analyze, design, develop, and operate programs, shell scripts, tests, and infrastructure automation capabilities necessary for daily operations and custom processes. Management of the technology and processes including monitoring, investigation, reporting, and rule maintenance. Coordinate with internal Data Loss Prevention (DLP) and Insider Threat teams to develop and integrate events with the UEBA and SOAR technology. Support security operations and other security partners in remediation or mitigation of security vulnerabilities and assist associated technical teams. Advise Insider Threat responders as they develop and coordinate response, containment, and remediation capabilities as appropriate. Provide guidance and training on the technology to additional team members. Be a willing and approachable teacher. Assist in review of Information Security policies and Program documents and provide updates for continued program maturity and evolution. Qualifications 8+ years' overall technical experience in either reverse engineering/malware analysis, threat intelligence, incident response, security operations, or related information security field 8+ years' experience in application design/engineering, including but not limited to programming/scripting, Windows/Linux system administration, relational database management system (RDBMS)/NoSQL database administration, etc. B.S. Computer Science or equivalent experience Subject matter expert in all facets of data loss prevention (DLP) technology Subject matter expert in all facets of the Symantec suite of DLP products (legacy Vontu) and Zscaler DLP Masterful understanding of DLP capabilities, strategies, and principles The typical base pay range for this role is between $137K - $176K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below. MUFG Benefits Summary

Seeking a dynamic and experienced SAP Solutions lead and drive deals of SAP S/4HANA RISE with SAP S/4HANA Cloud, private edition (RISE with SAP) and SAP S/4HANA Cloud, public edition (GROW with SAP) solutions. Play a pivotal role in shaping sales strategy and helping our customers realize the full potential of these innovative cloud solutions. Responsibilities: ESU MFG Lead Solutions Architect: - Solution Consulting: Deeply understand SAP S/4HANA Brownfield and Bluefield solutions, including their technical capabilities, business benefits, and value proposition. Lead an opportunity through its end-to-end lifecycle from Solution perspective and be responsible for clarifications, authoring and the estimate. Solution validations and approval of the estimate from different stakeholders. Submission and subsequent oral presentation to the customer. Authoring of the SOW and handover to Delivery for deployment. - Customer Engagement: Engage with potential customers to identify their business needs and challenges and articulate how SAP S/4 HANA Solutions can address them. Drive sales opportunities from initiation to closure. Interact with customers to understand business process and requirement translate the understanding to create SAP solution enabling world class best practices using TCS proprietary accelerators and methodology - Solution Demonstrations: Conduct compelling product demonstrations, showcasing the key features and benefits of SAP S/4HANA. Stay informed about industry trends, competitor offerings, and market dynamics to effectively position our solutions. - Proposal Development: Lead the sales team to develop compelling proposals that align with customer requirements and our value proposition. Presenting designed solutions and proposals to the customer in a convincing and effective manner. Crafting Best Fit solutions with optimal estimations. Responsible for Authoring proposals and customer presentations for SAP S/4HANA migration through System Conversion (Brownfield) and Selective Data Migration (Bluefield), Application Development, Rollouts and Application Support Maintenance Engagements - Competitive Analysis: Stay informed about industry trends, competitor offerings, and market dynamics to effectively position our solutions. - Customer Success: Work closely with the customer success team to ensure a smooth transition and ongoing customer satisfaction. Base Salary Range: $250,000 - $275,000 per annum TCS Employee Benefits Summary: Discretionary Annual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.

The Cybersecurity Incident Response Team Lead is a leadership role responsible for leading and enhancing the bank's Security Operations strategy. The Cybersecurity Incident Response Lead will oversee the incident response and threat intelligence programs to safeguard critical assets and data. The ideal candidate will combine technical expertise, operational efficiency, and a strategic mindset to mitigate risks and ensure compliance with regulatory requirements. This role requires exceptional leadership, technical skills, and communication skills to drive cross-functional collaboration and instill a culture of security across the organization. Key Responsibilities Strategic Leadership Develop and execute a comprehensive security operations strategy aligned with the bank's risk appetite and business objectives. Provide thought leadership on emerging cyber risks and recommend proactive measures to mitigate them. Serve as a trusted advisor to executive leadership, management committees, and the board on cyber risk issues. Define, maintain, and report operational metrics to evaluate Security Operations program performance, effectiveness, and adherence with organizational and regulatory requirements. Incident Response and Crisis Management Direct and manage Americas Cyber Security Incident Response Team (CSIRT) to ensure timely monitoring, detection, and response to threats. Lead the development and execution of the bank's incident response plan and associated playbooks Coordinate responses to security incidents, ensuring minimal impact and quick recovery. Establish and maintain a threat intelligence program to proactively identify and respond to emerging threats. Process and Technology Optimization Evaluate, implement, and optimize security processes and technologies to enhance detection and response capabilities. Collaborate with IT and engineering teams to integrate security into systems and processes. Stay updated on emerging technologies and recommend solutions to address evolving threats. Regulatory Compliance and Audit Readiness Ensure adherence to cyber risk management regulations, including FFIEC and other applicable laws. Represent the bank during regulatory examinations, audits, and executive presentations on cyber risk topics. Maintain thorough documentation to demonstrate adherence to policies and standards. Team Leadership and Development Build and mentor a high-performing security operations team. Provide training and development opportunities to ensure team members stay current in the field. Foster a culture of accountability, collaboration, and continuous improvement Core Competencies Ability to work at both a strategic and tactical level, focusing on the broader picture while driving execution. Ability to manage multiple initiatives simultaneously, determine prioritization, and work under minimal supervision. Awareness of latest Information Security risks. Comfort working in a highly global, diverse, and hybrid (office and virtual) work environment. Strong technology, information security, and investigation skills. Strong communication and documentation skills. Knowledge of business, regulatory, and compliance requirements in the financial services industry Qualifications/Education Required: Bachelor's degree in Cybersecurity, Information Technology, Business Administration, or a related field. Advanced degree (MBA, MS) is strongly preferred. Relevant industry certifications (CISSP, CISM, GIAC) are strongly preferred. Experience Required: Minimum 10+ years of experience in information security or related field. At least 3 years of experience in a senior leadership role within the banking or financial services industry strongly preferred Competencies Required: Incident Management: Ability to analyze, prioritize, and manage security incidents effectively. Strategic Thinking: Ability to align cyber risk initiatives with business objectives Communication and Documentation: Strong ensure thorough documentation and clear communications over security operations activities. Leadership and Team Management: Proven track record of building and leading high performing teams Industry Thought Leadership: Recognized as a subject matter expert in the cybersecurity or risk management space Regulatory Compliance: Expertise in navigating banking regulations Skills & Knowledge Requirements: Technical Knowledge: Strong knowledge with information security technologies such as SIEM, SOAR, EDR, NDR, etc. Investigations: Strong knowledge with leading security investigations. Cybersecurity Frameworks: Deep understanding of frameworks such as NIST Cybersecurity Framework Policy and Procedure Development: Proficiency in drafting and enforcing policies, procedures, and playbooks.

The working hours for this role in the will be 3pm - 1am EST 4 days per week (Sunday-Wednesday) In this role you will focus on researching potential cybersecurity threats to various systems, technologies, operations, and programs throughout multiple environments. You will perform analysis based on this research to determine the risk to the organization and take appropriate actions based upon that analysis. Responsibilities include rapidly responding to potential incidents and events to minimize risk exposure and ensure the confidentiality, integrity, and availability of assets and business processes. Additionally, you will proactively monitor internal and external-facing environments, seek opportunities to strengthen and automate detection and remediation capabilities, reduce response times for incidents, and produce analyses of cybersecurity events that include perspectives on the behavior of adversaries. Major Responsibilities Perform cybersecurity threat detection, assessment, and mitigation efforts as part of a 24/7 global team Investigate potential cybersecurity events across multiple environments using various tools and techniques Conduct analysis of artifacts to determine methods of intrusion and best course of resolution while driving security improvement Support the development of information security policies, standards, and procedures Support inquiries from compliance teams such as IT risk management and internal and external auditors to ensure documentation is complete and processes are in compliance with information security policies Create reports analyzing activities or trends both within and outside of the organization Support the development of security operations detections, playbooks, and automations to ensure threat detection, monitoring, response, and forensics activities align with best practices, minimize gaps in detection and response, and provide comprehensive mitigation of threats Review internal logs and alerts to identify potential cybersecurity events. Triage cases based on output from automated alerts, and determine when to escalate to other teams Monitor external service provider activity to detect potential cybersecurity events Analyze security data from all systems in real time to spot and thwart potential threats, attacks, and other violations Lead projects to increase the firm's security posture Analyze compromised systems and remediate to a clean state Perform breach indicator assessments to investigate network traffic for malicious activity Perform threat hunting across the environment to attempt to detect any adversary activity Support incident resposne activities across MUFG's global network Assist in the production of various reports which identify and analyze relevant upcoming and ongoing threats to the enterprise Research evolving threats, techniques, tools, and vulnerabilities in support of information security efforts Stay current with information security program developments, industry frameworks, changes in the company, industry trends, and current security practices Support inquiries from compliance teams such as IT risk management and internal and external auditors to ensure documentation is complete and processes are in compliance with information security policies Qualifications Bachelor's degree in Information Technology, Cyber Security, Computer Science, or related discipline or equivalent work experience 5 + years of experience working in the Cybersecurity Operations or Information Security Relevant technical and industry certifications, such as CISSP, ISSMP, GCIA, CISM, CEH, GCFA, GCFE, GCIH, or GSEC are preferred Experience in one or more security domains including Security Governance and Oversight, Security Risk Management, Network Security, Threat and Vulnerability Management, or Incident Response and Forensics preferred Experience with information security risk management, including information security audits, reviews, and risk assessments Desired Skills Experience with security data collection, analysis and correlation Well-developed analytic, qualitative, and quantitative reasoning skills Demonstrated creative problem-solving abilities Security event monitoring, investigation, and overall incident response process Strong time management skills to balance multiple activities and lead junior analysts as needed Understanding of offensive security to include common attack methods Understanding of how to pivot across multiple datasets to correlate artifacts for a single security event A diverse skill base in both product security and information security including organizational structure and administration practices, system development and maintenance procedures, system software and hardware security controls, access controls, computer operations, physical and environmental controls, and backup and recovery procedures. Detailed knowledge and experience in security and regulatory frameworks (ISO 27001, NIST 800 series, FFIEC, SOC2, FedRAMP, STAR, etc.) Ability to guide and mentor junior analysts in investigations Understanding of enterprise detection and response technologies and processes (advanced threat detection tools, intrusion detection/prevention systems, network packet analysis, endpoint detection and response, firewalls, Anti malware/anti-virus, Security Information and Event Management tools, etc.) Experienced with Endpoint Detection & Response, email security, web application firewall, an cloud security tooling. Ability to perform risk analysis utilizing logs and other information compiled from various sources Understanding of network protocols, operating systems (Windows, Unix, Linux, MacOS, databases), and mobile device security Knowledge of the various types of cyber-attacks and their implementations A fundamental understanding of enterprise cybersecurity frameworks such as MITRE ATT&CK and Cyber Kill Chain Ability to document and explain technical details in a concise, understandable manner Experience in operational processes such as security monitoring, data correlation, troubleshooting, security operations, etc. The typical base pay range for this role is between $104K - $131K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below. MUFG Benefits Summary

Please Contact: To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Abhinav Chakraborty at email address ********************************** can be reached on # ************. We have Permanent role Web3 Infrastructure Associate Director for our client at Lake City, FL. Please let me know if you or any of your friends would be interested in this position. Position Details: Web3 Infrastructure Associate Director- HYBRID- Jersey City, NJ Location : HYBRID- Jersey City, NJ- 07310; Boston, MA- 02210 / Coppell. TX-75019/ Tampa, FL- 33647 Project Duration : Full time permanent with full benefits. Job description: Web3 Infrastructure Associate Director leads the design, deployment, and management of Web3 infrastructure initiatives, such as the client Collateral App chain-a blockchain-based network for smart contract-driven collateral management. This role blends deep expertise in infrastructure engineering, DevSecOps best practices, and blockchain network architecture. You will be responsible for building a secure, scalable, and resilient blockchain infrastructure platform that supports mission-critical financial applications. Responsibilities: Architect and lead the development of the Client Collateral App chain infrastructure and other Web3 infrastructure initiatives, ensuring high availability, scalability, and security. Design and implement blockchain node infrastructure, consensus mechanisms, and smart contract deployment pipelines. Oversee Kubernetes-based orchestration of blockchain nodes and supporting services. Manage Infrastructure as Code (IaC) using Terraform, Terragrunt, and other automation tools. Collaborate with engineering, product, and security teams to ensure seamless integration of blockchain components with existing systems. Implement and maintain monitoring, logging, and alerting systems for blockchain and infrastructure components. Ensure compliance with financial industry regulations and security standards. Lead incident response and root cause analysis for infrastructure and blockchain-related issues. Mentor and guide a team of DevOps and blockchain engineers. Stay ahead of with emerging trends in blockchain infrastructure, distributed systems, and cloud-native technologies. Mitigates risk by following established procedures and monitoring controls, spotting key errors and demonstrating strong ethical behavior. **NOTE: The Primary Responsibilities of this role are not limited to the details above. Qualifications: Bachelor's or Master's degree in Computer Science, Engineering, or related field. Minimum of 8 years of related experience 8+ years of experience in infrastructure engineering, DevOps, or platform engineering. 3+ years of hands-on experience with blockchain infrastructure (e.g., Ethereum, Hyperledger Besu, Substrate, OP Stack). Strong expertise in Kubernetes, Docker, and cloud platforms (Azure, GCP, AWS). Proficient in Terraform, Terragrunt and infrastructure automation. To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Abhinav Chakraborty at email address ********************************** can be reached on # ************.

Being part of the red team provides you with the opportunity to work on the cutting edge of cybersecurity and help drive the improvement of detection capabilities as well as strengthening of defenses to improve our overall security posture. The role also offers you with the opportunity to lead and mentor junior team members and provide guidance on complex projects. Major Responsibilities Developing guidelines for the usage, control, maintenance and audit-readiness of information and computer resources that are used in the distributed processing environment. Analyzing and addressing customer security requirements for all business applications existing on a distributed platform. Assisting in the evaluation, selection, and installation of security software products for distributed platforms. Identifying distributed systems security issues as they arise and coordinating with the security architect to ensure that issues are addressed and resolved in a timely basis. Conduct tactical assessments that require expertise in social engineering, application security (web and mobile), physical methods, lateral movement, threat analysis, internal and external network architecture and a wide array of products Document and formally report testing initiatives, along with remediation recommendations and validation Maintain tools and scripts used in penetration-testing and red team processes Conduct research into real-world threat actor tactics, techniques, and procedures (TTPs) and apply that knowledge to Red Team Exercises Assess new technologies, software applications, and devices for potential avenues of exploitation Develop exploits based on identified vulnerabilities Develop scripts, tools, or methodologies to enhance Red Team processes Work with teammates to consistently learn and share advanced skills and foster team excellence Qualification Bachelor's Degree in Computer Science or related fields; applicable specialized training; or equivalent work experience - equally preferable Certified Information Systems Security Professional (CISSP), Global Information Assurance Certification (GIAC), Certified Information Systems Auditor (CISA), Certified in Risk and Information Systems Control (CRISC), Certified Information Security Manager (CISM), OSCP, OSCE, GWAPT, or other security certifications desired Understanding of one or more compliance frameworks: NIST, FFIEC, GLBA, SOX, PCI, etc. 5-7 year of experience conducting penetration-testing/red team engagements Experience in planning and executing advanced attacks that evade network and endpoint security controls to demonstrate the potential adverse impact caused by a threat actor Experience with implementing red team assessment methods, tools, and techniques Experience identifying and exploiting common web-application vulnerabilities, such as: SQL Injection, DOM Manipulation, Authorization System Bypass, Design Logic issues, bounds checking, role & access validation, and filter evasion. Experience handcrafting/dissecting HTTP conversations Experience in developing, extending, or modifying exploits and offensive security tools (shellcode, implants, reflective loaders, etc.), as well as operational experience exploitation, lateral movement, and persistence on Windows and Linux systems, bypassing preventative and detective endpoint and network security controls, C2 frameworks (Cobalt Strike and Metasploit), using common offensive security tools (nmap, CrackMapExec, Impacket, Responder, etc.) The typical base pay range for this role is between $110K - $135K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below. MUFG Benefits Summary

About Us Impact Advisors, LLC is a nationally recognized healthcare management consulting firm delivering Best in KLAS advisory, implementation, and optimization services. We are driven by a commitment to exceed client expectations and are proud to be a trusted partner to many of the nation's leading healthcare organizations. Our mission to drive patient-centered, value-driven outcomes has earned us prestigious industry accolades. To learn more about us, visit ************************ Job Summary The Application Managed Services Director is responsible for the strategy, oversight, and management of the delivery of EHR application support services at Impact Advisors. This person will lead our Quality Center of Excellence, oversee reporting and metrics, develop our tech-forward strategy, and ensure adherence to IT Service Management (ITSM) best practices and SLAs while driving continuous improvement in service quality. Key Responsibilities Service Delivery Management & Reporting Oversee the end-to-end delivery of IT services to clients, ensuring SLAs (Service Level Agreements), OLAs (Operational Level Agreements), and KPIs (Key Performance Indicators) are consistently met or exceeded across all clients. Work with engagement leaders to understand client reporting requirements. Monitor and audit processes to ensure compliance with internal and external standards. Direct developers on the development and maintenance of reports for internal purposes and client presentations. Report Service Delivery trends regularly to AMS leaders and managers for follow up, training, and communication. Participate in onboarding new clients and advise on best practices for ITIL and workflows balancing firm and client interests. Lead or collaborate on the development of new service offerings as they integrate with service delivery management. Quality Center of Excellence In partnership with AMS Leaders, develop and operate an industry leading quality management framework to monitor and improve service delivery across multiple clients. Conduct root cause analysis (RCA) for major incidents and recurring issues, driving corrective actions and preventive measures. Lead continuous service improvement initiatives to enhance service quality and client satisfaction. Gather feedback through surveys, meetings, and other channels to identify areas for improvement. Drive the adoption of technology, automation, and other best practices to improve service efficiency and reduce manual intervention. Client Relationship & Communication Support engagement leaders in conducting regular service review meetings with clients to discuss performance, improvements, and future service needs. Provide timely and transparent communication on service status, incidents, and planned changes. Prepare and present service performance reports, highlighting trends, risks, and opportunities for improvement. Manage client expectations and ensure alignment between service delivery and business objectives. Team Leadership & Collaboration Lead and mentor a team of engagement leaders and service delivery professionals, fostering a culture of accountability and continuous learning. Collaborate with business development and engagement leaders to identify opportunities for service expansion and upselling. Coordinate with external vendors and partners to ensure seamless integration and delivery of services. Promote a customer-first mindset across the organization, emphasizing the importance of quality and service excellence. Qualifications Education & Experience Bachelor's degree in Information Technology, Business Administration, or a related field (Master's degree preferred). 7+ years of experience in IT Service Management or Service Delivery, preferably within a Managed Service Provider (MSP) or IT outsourcing environment. Proven experience managing client relationships and delivering IT services aligned with ITIL best practices for large organizations. Skills & Competencies Strong knowledge of ITIL frameworks (ITIL 4 certification preferred). Experience with ITSM tools (e.g., ServiceNow, BMC Remedy, or similar). Strong Technology and platform integration skills (AI, chatbots, automation tools, Microsoft Copilot). Strong reporting skills, (Power BI or similar business intelligence tools) Excellent problem-solving, analytical, and decision-making skills. Exceptional communication and interpersonal skills, with the ability to manage client relationships and lead cross-functional teams. Strong project management skills, with the ability to handle multiple priorities and deadlines. Experience with quality management frameworks (e.g., ISO 9001), process improvement (Lean Six Sigma), etc. Key Performance Indicators (KPIs) SLA and OLA compliance rates Customer satisfaction (CSAT) and Net Promoter Score (NPS) Incident resolution and change implementation times Quality audit scores and process compliance rates Implementation of technical innovations to improve quality or efficiency Additional Information Ability to travel to client sites, as needed. Work schedule is typically M-F. This role reports to the Managed Services VP. At Impact Advisors, we prioritize transparency and equity in our compensation practices. This role has a salary range of $150,000 - $190,000 and may also be eligible for an annual bonus. This range accounts for various factors, including skills, experience, training, certifications, and organizational needs. Our People and Culture At Impact Advisors, we cultivate a caring, fun, honest, and autonomous work environment. Our success stems from our associates' dedication and a shared mission to create a “Positive Impact.” We embrace diversity and inclusion, fostering an environment where all employees feel valued and empowered. Join Impact Advisors and make a real difference in healthcare.

We are seeking a forward-looking, client-facing leader to join our Advisory team. This role will help small and mid-sized enterprises modernize their finance and operations by integrating advanced technology, data strategy, automation, and AI. Working directly with business stakeholders, this leader will shape digital strategy, elevate business intelligence, and build scalable systems. The ideal candidate blends deep technical expertise with business acumen and executive presence, driving measurable improvements in efficiency, profitability, and long-term value. The expectation is this position will be onsite a minimum of 3 days a week, 4 is most ideal. Compensation is outlined below. LOCAL CANDIDATES ONLY! Client facing/consultative experience is required with true hands-on DATA experience. Core Responsibilities: Build, mentor, and scale a high-performing team of BI, data, and transformation professionals to deliver end-to-end services-including process optimization, system implementation, data strategy, and advanced analytics-that drive operational efficiency and strategic decision-making. Execute a growth strategy for the Business Intelligence & Transformation practice, including revenue targets, scalable offerings, and strategic partnerships. Represent the firm in the marketplace through thought leadership, networking, and client acquisition. Guide clients through digital transformation journeys, including process redesign, automation adoption, and data modernization. Serve as a trusted advisor, balancing immediate tactical fixes with long-term transformation roadmaps. Lead executive discovery sessions with CEOs, CFOs, and business owners to identify finance and operations challenges and transformation opportunities. Facilitate deep-dive workshops with client stakeholders to map current-state finance and operations processes, identify gaps and inefficiencies, and design future-state workflows that enable scalability, automation, and stronger decision-making. Solution Architect and oversee implementation of ERP, and operational systems that unify accounting, FP&A, procurement, inventory, and reporting functions. Leverage AI and automation to streamline repetitive finance and supply chain workflows, enhance forecasting, and improve decision-making. Develop advanced FP&A and forecasting models and KPI dashboards that support strategic decision-making and performance tracking (driver-based planning, scenario analysis, working capital optimization). Integrate ERP, data warehouses, and BI tools for real-time visibility into cash flow, margins, supply chain performance, and KPI's. Translate complex technical solutions into actionable business strategies for executive stakeholders. Collaborate with internal and external teams to deliver projects from design through execution, ensuring measurable outcomes. Continuously monitor technology trends introducing innovations that create client advantage. Required Qualifications: Bachelor's degree in Computer Science, finance, accounting or related field. 10+ years of experience in technology advisory, finance transformation, or solution architecture. Prior experience in an accounting, advisory, or consulting firm. Strong client-facing consulting experience, ideally with small/mid-market companies across multiple industries. Proven expertise in ERP platforms (NetSuite, Sage Intacct, Dynamics, Acumatica, Rillet, Deltek, Yardi) and relevant integrations. Proven expertise in FP&A platforms (Anaplan, Adaptive Insights, etc.) and integrations. Familiarity with automation platforms, AI tools, and modern data/BI ecosystems. Deep understanding of finance processes (P2P, O2C, R2R, FP&A) and operational areas like procurement and inventory. Exceptional executive communication, facilitation, and problem-solving skills. Ability to lead cross-functional teams across finance, operations, and technology. Demonstrated use of AI and automation tools within finance, operations, or customer workflows. Track record of developing digital strategies or AI readiness assessments. Industry exposure to real estate, construction, SaaS, professional services, or consumer goods is preferred. Compensation: Target Salary - $250-$300k (commensurate with experience) + discretionary bonus and comprehensive benefits including 401K. "Wiss is committed to fostering a welcoming community. We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work. Applicants must be authorized to work for any employer in the U.S. This policy applies equally to applicants regardless of national origin. We are an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status. To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.

Company Background FirstKey Mortgage, LLC ("FKM") is one of the world's leading private label securitization and asset management firms. We are a boutique financial services company with a primary focus on the buying and securitizing of residential mortgage and consumer loans. Since inception, FKM has excelled in supporting loan acquisitions, securitizing, and managing real estate and other related assets in the U.S. and Europe. Established in 2013, FKM is a portfolio company of Cerberus Capital Management and has participated on over $80+ billion rated securitization transactions across 85 bespoke ABS/MBS deals globally. FKM employs approximately 45 mortgage banking professionals and is headquartered at 900 Third Avenue in midtown Manhattan. Our officers and directors have an average of 20+ years industry experience. FKM strives for business excellence and superior execution with the following critical functions: Managing the loan bidding processes which includes data mapping and ingestion, loan payment history analysis and detailed communication with multiple counterparties. Efficient loan document review using machine learning and optical character recognition. Vetting of loans for any issues with lending laws, taxes, or underlying collateral value. Payment collection, surveillance, and loss mitigation once the loan is purchased. Securitization of loans into bonds and marketing these assets to institutional investors. Job Description and Responsibilities The Data Scientist will support the strategic use of data to drive well-informed business decisions. Reporting to the Head of Research and Analytics, this role focuses on translating complex real estate data into actionable insights, building predictive models, and developing analytical tools that support investment, operations, and market strategy. The ideal candidate combines strong technical expertise in data science with an understanding of real estate market dynamics. Collect, clean, and analyze market, resident and property datasets to support business strategy. Conduct geospatial analyses to identify market trends and high-potential investment opportunities. Build and maintain predictive models to forecast property values, rental yields, and investment risks. Develop dashboards and visualizations to communicate insights effectively to stakeholders. Monitor and refine analytical models to maintain accuracy and relevance over time. Stay current on real estate trends and emerging data science methodologies to enhance analytics capabilities. The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by FKM in its sole discretion. Qualifications FKM seeks to hire individuals who are highly motivated, intelligent and have demonstrated excellence in prior roles. The successful candidate should have: Bachelor's degree in quantitative field such as Statistics, Mathematics, Computer Science or Engineering 3-5 years of experience in data analysis, data science, or analytics, preferably in real estate. Strong proficiency in programming languages such as Python, R, and SQL; experience with CoreLogic, MLS, HMDA and transaction data strongly preferred Exceptional analytical skills with strong attention to detail and the ability to translate data into actionable insights. Proactive problem-solver with effective communication skills and the ability to manage multiple priorities. Compensation The base salary for this position is expected to be between $125,000 and $175,000 annually. The base salary offered to the chosen candidate will be commensurate with a candidate's relevant experience and other qualifications for the position, as determined by FKM in its sole discretion. In addition to base salary, this position is eligible for an annual discretionary bonus, which is often a meaningful portion of the compensation package, and a comprehensive benefits package.

Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure. Investment Professionals' Compensation | Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

The VP, Crisis & Incident Management Lead is responsible for the strategic leadership and operational execution of the Bank's crisis and incident management program across the Americas. As part of the Operational Resilience team, this individual will ensure that the bank can effectively prepare for, respond to, and recover from a broad range of disruption scenarios, including: Technology and cyber incidents Third-party or supply chain failures Natural disasters (e.g., hurricanes, earthquakes, wildfires) Manmade disruptions (e.g., civil unrest, mass transit outages, workplace violence) Geopolitical events (e.g., war, political instability, sanctions-triggered disruptions) Pandemic or public health crises Infrastructure outages (e.g., power, telecommunications, water supply) The role will build a resilient culture through a proactive, risk-informed approach that integrates cross-functional crisis response, regulatory compliance, real-time command and control, and continuous improvement. The VP will serve as a senior escalation point for major incidents, lead the regional crisis response for significant incidents, and escalate where needed to the firmwide crisis governance forums. The role reports directly to the Head of Resilience Management for the Americas and works closely with stakeholders across Technology, Risk, Cybersecurity, Legal, Communications, and Regulatory Affairs to embed a culture of resilience and readiness. Key Responsibilities Strategic Leadership Develop and lead a crisis and incident management strategy aligned to the bank's operational resilience framework and key business services. Translate regulatory expectations (e.g., FFIEC, DORA, OCC, PRA) into actionable, risk-informed response strategies. Establish and manage governance forums and escalation protocols for crisis and incident oversight. Support the definition and testing of impact tolerances and maximum tolerable downtimes (MTD/MTLD) in partnership with Operational Resiliency Testing Lead, Business, and Technology stakeholders. Incident Response and Crisis Management Act as the lead coordinator during regional crises, ensuring structured, timely, and effective command, control, and communications. Maintain and continuously improve incident response plans, escalation playbooks, crisis decision trees, and communication protocols. Ensure that major incidents-including those involving third parties and cyber events-are managed in line with regulatory requirements. Integrate internal communications tools and channels into a unified communications strategy. Maintain and operate an auditable major incident log, with clear decision documentation, timelines, and actions taken. Process and Technology Optimization Drive optimization of incident response processes using data analytics, metrics and automation opportunities. Ensure response tooling (e.g., incident management platforms, emergency notifications) is current, well-trained on, and continuously improved. Partner with Cyber, Technology, and Ops teams to align response processes and eliminate gaps in cross-domain coordination. Regulatory Compliance and Audit Readiness Ensure full compliance with FFIEC, DORA, OCC, PRA Lead regulatory and internal/external audit preparation, ensuring crisis and incident management capabilities are evidenced through documentation, logs, post-incident reviews, and impact tolerance testing results. Integrate third-party and cyber risk response coordination into incident response playbooks, ensuring vendor engagement and joint response capabilities are embedded and tested. Conduct formal Root Cause Analysis (RCA) and post-incident reviews, identifying systemic issues and implementing corrective actions. Team Leadership and Development Lead and mentor a high-performing team of crisis and incident managers, driving a culture of excellence, continuous learning, and cross-functional collaboration. Develop training programs for crisis response teams and executive stakeholders, including annual crisis simulations, tabletop exercises, and cross-jurisdictional response testing. Support team growth, succession planning, and skills development to future-proof the bank's resilience capabilities. Core Competencies Crisis Leadership Demonstrated ability to lead complex incident response efforts across business, technology, cyber, and third-party domains. Ability to manage multiple initiatives simultaneously, determine prioritization, and work under minimal supervision. Strategic Vision Ability to define and execute crisis and incident management programs aligned with regulatory and business objectives. Ability to work at both a strategic and tactical level, focusing on the broader picture while driving execution. Regulatory Acumen Deep understanding of financial compliance requirements and regulatory frameworks, including FFIEC, DORA, PRA and OCC. Operational Discipline Skilled in developing response processes that are scalable, measurable, and auditable. Influence & Communication Strong ability to engage and influence executive leadership and cross-functional teams under pressure. Continuous Improvement Embeds lessons learned, metrics, and feedback loops into the resilience lifecycle. Soft Skills & Leadership Strong leadership and project management skills. Excellent communication and stakeholder management skills, with the ability to influence technical and non-technical teams. Analytical mindset with a proactive approach to problem-solving and risk mitigation. Ability to thrive in a fast-paced, high-stakes environment with competing priorities Comfortable working in a highly global, diverse, and hybrid (office and virtual) work environment Strong communication and documentation skills. Experience Essential Minimum 10+ years of experience in crisis/incident management, operational resilience, or business continuity. Experience leading cross-border incident response and regulatory engagement Experience Desirable At least 3 years of experience in a senior leadership role within the banking or financial services industry. Education Essential Bachelor's degree in Risk Management, Information Technology, Business Continuity, or a related field. Education Desirable Advanced degree (MBA, MS) is strongly preferred. Relevant industry certifications (CBCP, MBCI, CRISC, CISM, ITIL, or Certified Incident Manager) are strongly preferred. Required Skills Technical Knowledge: Strong knowledge with incident management technologies such as notification tools, risk intelligence and analysis, etc. Incident Management Frameworks: Deep understanding of frameworks such as NIST, FFIEC, DORA, PRA, OCC, etc. Policy and Procedure Development: Proficiency in drafting and enforcing policies, procedures, and playbooks. Desired Skills Automation and AI-based incident response triggers Advanced dashboarding and incident trend analysis

About CLS: CLS is the trusted party at the centre of the global FX ecosystem. Utilized by thousands of counterparties, CLS makes FX safer, smoother and more cost effective. Trillions of dollars' worth of currency flows through our systems each day. Created by the market for the market, our unrivalled global settlement infrastructure reduces systemic risk and provides standardization for participants in many of the world's most actively traded currencies. We deliver huge efficiencies and savings for our clients: in fact, our approach to multilateral netting shrinks funding requirements by over 96% on average, so clients can put their capital and resources to better use. CLS products are designed to enable clients to manage risk most effectively across the full FX lifecycle - whether through more efficient processing tools or market intelligence derived from the largest single source of FX executed data available to the market. Our ambition to make a positive difference starts with our people. Our values - Protect, Improve, Grow - underpin everything that we do at CLS and define and shape a supportive and inclusive working environment in which everyone is encouraged to be open and forward-thinking Job information: Functional title - Test Analyst Department - Global Testing Services Corporate level - Assistant Vice President Report to - Director, Global Testing Services (Settlement Portfolio) Location - New Jersey - Metropark Expected full-time salary range between $130,000 - $150,000 + variable compensation + 401(k) match + benefits. Note: Disclosure as required by NY Pay Transparency Law of the expected salary compensation range for this role. What you will be doing: Taking responsibility for the project testing activities. This includes: Reviewing requirements, solution, design and other project specific technical documentation Reviewing Test documentation Providing resource and test effort estimation Contributing to the Project Test Plan (with re-planning where necessary) Analysing requirements and technical solutions in order to write Test Strategies for planned levels / phases of testing Producing Test Strategy and other project specific Test documentation Monitoring team's progress on allocated tasks Producing (or assist in producing) Requirements Traceability Matrix, Test Scenarios and Test Scripts Performing (or assisting in) Test Execution Performing the Defect Manager role for assigned projects Identifying and escalating Risks / Issues / Dependencies Providing regular progress reports to Project and GTS Management Liaising with project stakeholders (internal to CLS and third party) to address for example knowledge gaps, queries and any other such dependencies Attending / arranging meetings, workshops Providing training and assistance to testers to ensure they are following testing and defect reporting processes. Assigning and conducting day-to-day monitoring of the project test team's assigned projects, tasks, and activities Performing test execution as required; testing the application to ensure it is working as specified, including use of test cases or on an ad-hoc basis, reporting defects and other issues found during testing in the defect tracking system Ensuring testing commitments are met within the project test team and monitoring for potential impacts to target dates or other Projects. Communicating potential impacts to target dates to the Project test lead Managing the JIRA (defect tracking) database for all testing phases (update, follow-up and escalate overdue issues). Reviewing and estimating requirement change requests Reviewing and validating test results and defect reports by the Test Executers Contributing in daily and weekly testing status meetings with the project test team, and the overall Project team Main project will be related to the CLS Settlement service Supporting testing/training activities. This includes: Taking responsibility for the support for other departments' use of the testing environments, where required. For example - assisting business staff in performing UAT Sharing technical knowledge within the team Following, implementing and maintaining processes and procedures for QA and Testing activities. This includes: Test analysis and Preparation processes Defect Management Reporting process Test Execution processes Identifying and advising on improvements to processes What we're looking for: Professional Experience Software Testing experience in the 'Financial Services' business domain (preferably in FX, Payment - RTGS, SWIFT) Extensive Software Testing experience, including roles within at least 5 medium to large projects Experience as a customer managing the delivery of at least one medium to large new system/ project (or a major enhancement of an existing operational system) from a Third-Party IT Vendor Experience of managing or working with teams within an offshore service model Experience in producing various Test artefacts including Test Strategy / Plans, Test Scenarios, Test Scripts Experience in Defect Management Experience in XMLs and database interrogation using SQL, Linux/Unix Familiarity with the CLS concept Familiarity with the ISO 20022 Universal financial industry message scheme. Personal Traits/Competencies Self-starter Quick learner Analytical Proactive Motivated Flexible Eye for detail Leadership capability Team player Clear communicator. Skills Desired: Good to have financial/banking domain experience. Experience in working onsite - offshore model JIRA Defect Management Tool Zephyr Test Management Tool Working knowledge of SQL and Linux/Unix Personal characteristics contributing to an individual's ability to excel in the position Good level of test experience in team leading test activities for medium to large projects Very good understanding of Test Processes and relevant Project Processes Capable of producing quality test artefacts Extensive experience working in the Financial Services business domain Good team player with excellent team / people management skills Successfully working in a high-pressure environment to tight timescales and deadlines Professional qualifications / certifications Bachelor degree in a technical field Software Test Certification (CSTE, ISTQB) Our commitment to employees: We are a small company with a big mandate, so every person is essential to our success. We are also committed to employing and retaining the most talented and dedicated people. What makes us interesting goes beyond our competitive salaries and great benefits. Our work environment is designed around quality outcomes, not output. The FX market would cease to function without our services, and we take pride in being responsible for keeping it running smoothly. We are different from other financial institutions in that we have a flatter and more transparent structure with accessible leadership. You will be seen, heard and empowered to develop your career. We are a purpose-driven organization, with an inclusive culture that focuses on doing what is right. The well-being of our people is as important to us as the resilience of our systems. In addition to encouraging our people to ‘locate for their day,' we run a range of initiatives that support employees' sense of belonging and physical, emotional and mental well-being. Our extensive benefits for employees typically include: Vacation/annual leave: 25 days in UK/Asia + 3 life days, 23 in US + 3 life days Private medical and dental cover and life insurance Generous pension contributions in the UK and Asia; matching 401(k) in the US Paid volunteer days ‘Locate for your day' hybrid working - 2 days a week in office. Access to Discover - our learning platform with 1000+ courses from LinkedIn Learning. Paid parental leave / Coaching and support services Career development / LinkedIn Learning ‘Heads down days' with no meetings on the last Friday of every month Wellbeing / Mental health support Diversity Council / Affinity groups (Women's Forum, Black Employee Network, Pride Network, Parents & Caregivers Network, Sustainability Network) Social events Awards: The Sunday Times Best Places to Work 2023 & 2024 / Big Company / The Sunday Times Awards Third place in Britain's Healthiest Workplace 2022 / Medium Company / Vitality Awards