Senior Business Consultant jobs at Fidelity Investments

The Global Markets & Risks Booking and Post Trade IT team is responsible for booking and post trade applications for Equity Derivatives, Securities Lending, Global Macro (Rates, FX, Commodities), Credit Front Office and Support Functions teams. The team is involved in the different phases of application development: user needs collection, analysis, design, implementation, delivery, support, and maintenance, within an agile framework. We are seeking a Operations IT Business Analyst specializing in: Equities Booking and Post-Trade domain, particularly in areas such as Equity/Securities Lending, Operations, Compliance, and Accounting (Loanet, Sophis, Broker Dealer back-office applications, …) Collateral Management and Cash Management in external and internal applications (Calypso…) for Global Markets activities. The candidate will primarily be involved in Business Analysis to help implement new features in the supported applications, and in functional support for end-users in Operations. He/She/They will work closely with Operations and global IT Teams and will have a good knowledge of financial products and Operations. The candidate's responsibilities will include gathering requirements from operations, writing business requirements, creating mockup screens or proofs of concept, liaising with IT developers (both locally and in Head Office), defining and executing test scripts, and coordinating with end-users for User Acceptance Testing (UAT). Additionally, the candidate will be responsible for functional support and will assist with planning and status reporting. Main responsibilities include: Business Analysis / Project Management: Collaborate closely with user representatives (traders, operations personnel, etc.) to gather and document business requirements. Conduct and document impact and gap analyses. Evaluate IT solutions to determine the best fit for business needs. Develop user stories and detailed functional specifications for IT development teams. Define and execute test scripts. Coordinate User Acceptance Testing (UAT). Engage in project scoping and planning, progress reporting, and the identification and management of issues and risks, ensuring effective communication throughout. Functional Support / Maintenance: Provide day-to-day support for Booking and Back Office applications, including booking, straight-through processing, settlement, clearing, reporting, and accounting. collateral management, cash management, straight-through processing, settlement, clearing, reporting, and accounting. Qualifications : Bachelor Degree in Computer Science / Finance Experience in IT business analysis for Back Office in the Finance industry Functional knowledge of Equity/Securities Lending activities from a operations perspective including booking, settlement, clearing, reporting and accounting for US broker dealer. Functional knowledge of Equity and fixed income activities from a collateral and cash management perspective. Knowledge of booking, settlement, clearing, reporting and accounting is a plus Familiarity with Collateral and Cash Management systems (Calypso or equivalent). Familiarity with Broker Dealer systems (e.g., Phase 3/Shadow Suite), and trading systems such as Sophis (or equivalent), Smart Loan, Loanet,. Knowledge of SQL, Jira, Confluence Strong communication skills.to effectively support the needs of Operations and Front Office teams Ability to quickly prioritize and multi-task in a fast-paced environment on multiple applications Strong analytical and problem-solving skills Detail oriented with the ability to multi-task Strong interpersonal and organizational skills Knowledge in Agile scrum practices and methodologies is a plus Natixis is an equal opportunity employer, committed to a workplace free of discrimination. Natixis will not tolerate any form of discrimination based on age, color, mental or physical handicap or disability, pregnancy, marital status, sexual orientation, national origin, alienage, ancestry or citizenship status, race, religion, sex (including sex stereotyping, gender identity, gender expression or transgender status), veteran status, creed, genetic information or carrier status, or any other protected characteristic as established by law. Respect for all means that we deal with each person as an individual and not as a member of any group. All qualified applicants will receive consideration for employment. Management is expected to provide leadership in supporting the firms EEO program by taking steps to promote EEO in all facets of employment including recruitment, hiring, retention, promotion, performance assessment, and career-development opportunities. The salary range for this position will be between $145,000 - $180,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance

Primary responsibilities of the Technical Business Analyst include overall coordination and follow up of requirements gathering for Data Management related projects, writing Business Requirements as needed for Agile projects, along with assisting in writing Technical Design and Data Lineage Documents. This candidate will also be responsible for tracking the progress of projects and related tasks, which will include tracking follow-ups from meetings and scrums, assessing the status of related JIRA tasks and coordinating planned releases. Responsibilities Liaison between business users and technical team Schedule business requirements sessions, document meeting minutes and track follow-ups Write Business Requirement Documents Assist with Technical Design and Data Lineage Documents Ensure Technical Design addresses the Business Requirements Effectively track the progress across projects and ensure business requirements are being followed Coordinate planned releases and send out release announcements Assist in creating, tracking and following up on JIRA tickets Conduct Stakeholder Interviews and facilitate meetings for requirements elicitation Ability to work in a team-oriented, fast-paced agile environment managing multiple Qualifications 4+ years working as a Technical BA 4+ years working on Agile projects 2-4+ years of SQL experience (Oracle and SQL Server, MongoDB a plus) 4+ years of Data Analysis/Trouble shooting 4+ years writing Business Requirement, Technical Design and Data Lineage Documents Ability to interpret business requirements into technical requirements Strong Meeting Facilitator Must be able to multi-task effectively Great organizational skills Excellent communication skills

Business Analyst (Digital Access Management, BRD, FRD, Tech Writing) Contract at Austin Texas OR Sunnyvale California On Site Required Skills and Experience - 5 + Years of Business Analyst experience - 3+ years of DAM (Digital Access Management) experience - 2-3 + years of BRD / FRD Documentation experience - Technical Writing - Training Material Documentation - Work with the business to identify their data model, vocabularies and collaborate and can be translated to a working model. - The ideal candidate will serve as a liaison between business teams, translating business needs into effective DAM solutions - This role involves requirement gathering, feature adoption, training creation, and continuous improvement of the DAM platform to maximize business value. - Create training materials to train users and Train the Trainer, being open for creativity in your delivery. (e.g. videos, slide decks, other tools). - Facilitate Office Hours for business tenants to provide educational sessions on specific features. - Identify opportunities for change and discuss for continuous improvement of the DAM platform. - Create demo videos for OneDAM such as new features, etc. - Create & maintain user guide for the application as well as new features in every release. - Review existing DAM features, proactively guiding business adoption to enhance value. - Provide ongoing support to business teams to ensure smooth operation and adoption of the DAM platform.

Thank you for stopping by to take a look at the Targit Developer role I posted here on LinkedIN, I appreciate it. I realized, a long time ago, that looking for work is about as fun as a root canal. So, due to that, I actually write my s from scratch. No use of Bots or AI (which I am now starting to call 'Alternative Intelligence')...just a real person. So, let's make a deal together here...let's all be humans...sound good? I like to add humor to these things, so if you see something that gives you a chuckle, that was the intent. In addition, you won't be working with an amateur recruiter....I have been recruiting technical talent for over 23 years and been in the tech sector since the 1990s. Here is what we are seeking in this role: The location for this role is Kokomo, Indiana. This role is being done onsite Monday through Friday. This role can go contract to hire if you need it to. Ideally, they are looking to hire someone who wants to be a permanent employee, so if you would like to go permanent right out of the gate, that would be great. I can, as with most of my roles, only work with US Citizens or Green Card Holders for this role. I cannot work with H1, OPT, EAD, F1, H4, STEM Visa Holders or anyone that is not already a US Citizen or Green Card Holder for this role. Here is what we are seeking: Before we start, just a quick note. I like to add humor to my job descriptions. So, if you see something that makes you chuckle, that was the intent. As with just about every role I work on, social fit is just about as important as technical fit. Here are a few of those social fit characteristics: The hiring manager for this role encourages people to try things instead of just waiting for approval. There is limited micro-management here. This can be a good thing for people who don't really need to be micromanaged. This is not an environment where there is a lot of drama or 'ego'. So, if you believe that you are the kind of person that believes that the whole world revolves around you, you might want to go back to being a tik tok influencer, because we won't have a fit here. You will be creating dashboards in Targit. This role is going to be a little more functional than technical however. A pretty healthy chunk of this role will be focused on working with end users on requirements, documenting what is needed in these Targit reports, and creating a roadmap on moving to PowerBI and Databricks. So, as you might imagine, you will be very user-focused in this role (primarilly working with finance and supply chain users). Another big portion of this role will be focused on stabilizing the current Targit environment. As anyone who has worked with Targit before knows, it is very user-focused and not incredibly technically-focused. Here are the key things we are seeking: At least 4-5 years of experience working with Targit. This experience can be more functional than technical. The experience with Targit is an absolute must have. Without experience with Targit, we will not have a fit, unfortunately. This experience will need to be described in your resume. Experience creating roadmaps to PowerBI and Databricks. If you have created roadmaps for migrations to other data platforms, that is fine as well. Significant experience with requirements gathering, documentation, process flow diagramming and UAT.

Business Systems Sr. Analyst Company: Confidential (Large Investment Firm) Position Type: Full-Time (Direct-Hire) Responsibilities: Performs analysis of business activities to determine business requirements. Works with business users to understand and define needs. Converts business requirements into functional specifications. Works closely with project team members, business users, QA, developers, and other technology professionals in an Agile environment to ensure that project deliverables are completed on time and within budget. Acts as a liaison between business stakeholders and the technology organization to ensure proper implementation of requirements within the expected timetable. Communicates any material modifications of business requirements to business stakeholders. Collaborates on systems scope and objectives based on both user needs and an understanding of applicable business systems and industry requirements. Ensures proper data processing using data checks and reports to facilitate error free business processes. Collaborates with the QA team in developing high level test plans. Reviews test cases developed by the QA team. Works with automated testing team when needed for performance/load testing as well as automated regression testing. Works to ensure a positive product for business stakeholders by overseeing the implementation of new software. Creates and maintains proper training materials and business documentation. Follow the Software Development Lifecycle (SDLC), ensuring that all steps of the process have been followed prior to releasing any code. Provides application and production support as needed to the departments and systems that they support. Provides guidance to less experienced Business Systems Analysts. Required Experience: Bachelor's degree or equivalent experience in a business or technology related field. Minimum of 2-5+ years of experience in the financial services industry, ideally supporting buy-side technology. Intermediate technical skills including an understanding of underlying relevant technical architecture and business processes. Proven ability to efficiently utilize resources and communicate with others, both verbally and in writing. Proven analytical skills and demonstrated ability to make independent decisions. A firm understanding of systems development lifecycle and Agile framework. Proven ability to develop creative solutions to meet business needs. Preferred/Nice to Have: Trading and investment exposure preferred. Background in Trade Processing, specifically SWIFT and Heliograph, preferred.

A great opportunity for a Senior Business Analyst to join our team in Houston, working closely with Tally clients to drive the energy future! Tally Group is arguably the fastest growing energy software provider in the world (and our people grow just as fast!). Headquartered in Australia, we design and build agile solutions for real world problems. Having invested heavily in our retail ecosystem in 2024, we're now expanding our industry-leading capabilities around the world. Our role is to enable energy retailers to hit their targets with cutting-edge technologies, helping to reshape the way their customers buy, sell and engage with energy. Our Houston office is part of a mighty team of globally dispersed employees, promoting flexible working options and diverse collaboration. We are ambitious, fast-paced and thriving at the leading edge of transformation. Will you join us? What you'll be doing Reporting to the US Delivery Lead, you'll be working in a team that moves at pace! The team work on projects that are smaller in scale with rapid turn arounds, requirements are defined for Developers in hours not days. You'll be part of a distributed team that works across 4 countries, which does require some meetings outside of usual business hours. You'll be responsible for: Writing user stories translating complex problems into requirements Developers can action Working with Solution Architects to groom requirements End-to-end analysis, modelling, and documentation of requirements to drive system enhancements, service optimization, and stakeholder-aligned project outcomes. Analyzing and prioritizing customer and compliance requirements to identify and recommend product and process improvements that enhance effectiveness, reduce risk, and support regulatory alignment. Building and managing great stakeholder relationships to support the successful delivery of projects and exceptional customer experiences. Supporting user acceptance testing by verifying issues and providing timely, accurate documentation to ensure business readiness and solution integrity. What we're looking for Our people are change makers of the energy future! To thrive at Tally Group, you will need to have a curious and collaborative spirit. You must be customer-centric, a strong communicator and have a can-do attitude. In addition, and specific to this role: Able to step back, pause and think critically about the correct approach before diving in Proven experience in prioritization and compliance-driven change delivery. Deep understanding of Software Development Life Cycle, business analysis, and process modelling, with strong documentation standards, especially user stories Skilled in stakeholder engagement and cross-functional collaboration Strong Jira and Excel skills. Data focused approach - SQL experience is a bonus! What we offer Competitive remuneration within a supportive and collaborative team Flexible working arrangements to suit your lifestyle Vibrant office environment in the beautiful, tree-filled community of The Woodlands Health insurance options Employee referral bonuses Access to our comprehensive wellness program and other wellbeing initiatives An annual bonus day off to celebrate you! Hybrid role with 2-3 days in office. We're open to remote working for the right person, provided they're available to travel to Houston for up to a week at a time. Tally Group stands at the forefront of technological innovation within the energy retail industry. Our talented global team is dedicated to driving digital transformation and operational efficiency for our clients. We aim to empower the energy sector with cutting-edge technology that brings real business results.

Source One is a consulting services company and we're currently looking for the following individual to work as a consultant with our direct client, a global pharmaceutical consumer goods manufacturing client in Summit, NJ. No Third-Party, No Corp to Corp, No Sponsorship Title: ServiceNow (CSM) Business Analyst Location: Summit, NJ Remote (Mon-Fri, 40 hours) must be able to work in LATAM, ANZ, APAC time zones Contract Duration: 12 months, with likely extension Pay Rate: $42.00 per hour (w2) Must Have Service Now CSM Customer Service Module experience only! Must Be Able to work in various times zones supporting LATAM, ANZ and APAC. Must Have Exceptional English Speaking Communication Skills ServiceNow Business Analyst Customer Service Module (CSM) We are seeking a ServiceNow Business Analyst for a multi-million-dollar initiative to implement ServiceNow's Customer Service Management (CSM) solution for our Call Center operations in LATAM, specifically Colombia. This role will involve collaboration with teams globally, including regions such as India, LATAM, ANZ, APAC, and potentially EMEA. Key Responsibilities: • Act as the primary Business Analyst for the implementation of ServiceNow's Customer Service Management (CSM) module. • Collaborate effectively with system integrators (e.g., SAP, Twilio/WhatsApp/WebMethods MFT), client technical teams, business stakeholders, and the Project Manager to ensure smooth project execution. • Lead weekly project plan calls, ensuring the team remains on track and documenting meeting notes and action items. • Capture and document user stories and requirements using Agile methodologies (e.g., JIRA, Scrum, Confluence). • Manage testing processes and ensure business engagement and participation in User Acceptance Testing (UAT). • Develop new enhancements for the CSM module, leveraging experience with various instances of ServiceNow. • Lead architectural reviews for necessary review boards to ensure that solutions align with technical standards and business needs. • Identify and articulate project risks and concerns, knowing when to escalate issues to appropriate stakeholders. • Maintain a high-level understanding of system integrations and IT architecture models to inform project decisions. • Document weekly status reports and communications using Microsoft PowerPoint and Excel. • Liaise with Business Analysts to review platform enhancement opportunities and identify value-added initiatives. Qualifications: • 5-8 years of solid experience in business analysis, preferably within Supply Chain IT and ServiceNow CSM. • Proven ability to perform business analysis duties for ServiceNow implementations, particularly with the CSM module. • Experience with ServiceNow is mandatory; familiarity with ServiceNow Contact Center solutions is a plus. • Experience working on complex IT-led projects across multiple workstreams. • Strong collaboration and communication skills, with the ability to work effectively with diverse teams across different geographical locations. • English is a must • Flexibility to work across various time zones to align with global project teams. • Proven experience leading architectural reviews and engaging with relevant review boards. Additional Information: • Collaborate closely with the manager to lead a capacity team based in India, primarily working on EST time to deliver continuous improvement initiatives.

Source One is a consulting services company and we're currently looking for the following individual to work as a consultant with our direct client, a global speciality insurance carrier in Greenwich, CT. This is a Hybrid role see details below. This role will be Hybrid (4 days onsite, 1 day remote) and available to candidates local to the Greenwich, CT area. No C2C, Third Party or Sponsorship Title: Insurance Business Systems Analyst Location: Hybrid (4 days onsite, 1 day remote) Hybrid (Mon-Fri, 40 hours) Fulltime, Permanent Salary Range : $70,000.00- $80,000.00 10%bonus eligible) MUST HAVE Recent Experience in the Insurance Industry! This role will help bridge the gap between business needs and IT solutions in the insurance industry by gathering requirements, assisting with implementation efforts, supporting end users and software systems, and improving upon business processes. Collaborate with stakeholders, analyze data, author business and technical requirements, and help ensure that technology projects align with insurance industry standards and company goals. Responsibilities • Gather and define business requirements: Work with subject matter experts to collect and document business needs for new or enhanced systems through interviews, workshops, and surveys. • Systems Support: Help with the implementation, maintenance, and ongoing production support of critical insurance software systems and ensure system performance and stability. • Troubleshoot and test: Assist in testing and troubleshooting systems to resolve issues and ensure they function correctly. • Project Work: Assist with projects and shifting priorities as needed. • Liaise between business and IT: Function as a communication bridge between business departments (like underwriting, operations, finance) and the information technology team. • Improve processes: Analyze existing business processes to identify areas for improvement and efficiency gains. • Analyze data: Evaluate data to inform decision-making and report on key performance indicators (KPIs). • Training and documentation: Train users on software applications, system enhancements, and create detailed business process documentation. • Reporting: Respond to user requests to generate reports from the system. Skills & Requirements • Minimum of 3-5 years of experience. • Insurance Industry Knowledge: A strong understanding of insurance products, business processes, and industry regulations is crucial. • Analytical and problem-solving: Ability to analyze complex situations, identify root causes of problems, and develop effective solutions. • Communication: Excellent written and verbal communication skills to effectively collaborate with diverse business stakeholders and technical teams. • Project Management and Process Knowledge: Familiarity with different project management methodologies like Agile or Waterfall, and the ability to create process flows and user stories is beneficial. • Software Familiarity: Experience with specific insurance software platforms like Guidewire, Duck Creek, Insurity, Origami, can be a significant advantage. • Technical Skills: Experience with SQL, data visualization tools, Power BI, and understanding of software systems

Senior Workday Payroll Consultant - 9-12 Month Contract Hale International is partnering with a large manufacturing organization to support the implementation of Workday Payroll across a complex, unionised environment. We are looking for an experienced Senior Workday Payroll Consultant to play a key role in the delivery of this programme, supporting a payroll population of approximately 15,000 employees across multiple U.S. states and select international locations. This role will cover the full lifecycle of the implementation, from design and requirements gathering through testing, go-live, and post-production stabilization and optimisation. Key Responsibilities: Lead the configuration and delivery of Workday Payroll across a large, multi-entity manufacturing workforce. Support weekly, bi-weekly, semi-monthly, monthly, and off-cycle payroll runs. Gather detailed business and payroll requirements by working directly with Payroll, HR, Finance, Compliance, and Union stakeholders. Provide expert guidance on Workday Payroll best practices, tailored to a unionised manufacturing environment including shift work, overtime, premiums, and complex pay rules. Configure and support multi-state payroll processing and compliance, with a focus on California, Oregon, Washington DC, and Virginia. Support aspects of global payroll for Canada, France, and the UK. Lead testing across all phases, including UAT, Parallel Payroll, and full end-to-end testing. Work closely with technical teams to resolve payroll, integration, and data issues. Support payroll data migration and validation, including balances and year-to-date figures. Provide hands-on support during post-go-live stabilization, followed by optimisation and enhancement activities. Partner with Time Tracking, Absence, Benefits, and Finance teams to ensure full end-to-end payroll integration. Support knowledge transfer and help establish strong operational processes for the business. Required Experience: 5+ years of Workday Payroll experience, including at least one full end-to-end implementation. Strong background delivering payroll solutions within manufacturing or similarly regulated environments. Proven experience supporting unionised payroll populations. Hands-on experience with multiple payroll frequencies (weekly, bi-weekly, semi-monthly, monthly, and off-cycle). Strong knowledge of multi-state payroll compliance, particularly CA, OR, DC, and VA. Exposure to global payroll operations (Canada, France, and the UK) highly desirable. Demonstrated experience leading UAT, Parallel, and End-to-End payroll testing. Confident working directly with senior stakeholders on requirements gathering and solution design. Strong reporting, reconciliation, and audit support experience. Excellent communication skills and the ability to work in fast-paced, large programme environments. This is an excellent opportunity to take a lead role on a large-scale Workday Payroll implementation within a complex, unionised manufacturing business, with additional exposure to global payroll operations.

Regular Your opportunity Schwab's Workplace Branch organization is at the heart of our firm's commitment to helping Workplace (SPS, RPS, DBS) participants own their financial futures. In this exciting role, you'll introduce plan participants to the breadth of Schwab's Retail and Workplace offerings through a planning-led approach. As a Workplace Advice Consultant at Schwab, you will provide holistic financial planning, education and guidance to participants of Stock Plan Services ("SPS") and Schwab Retirement Plan Services ("RPS") corporate relationship(s) on a team-basis. Acting as the "face of Schwab" for corporate clients, you and your team will support participants as it relates to vectoring the needs of participants across a wide spectrum of wealth management needs, including being able to answer in-the-moment questions and providing point-in-time guidance. While providing high-touch service through relationship building, you will be supported by a team of dedicated professionals who can help in servicing in-depth, complex financial needs your clients may encounter. If you are a self-starter with your securities license, are comfortable with a fast-paced and changing environment and share our passion for serving clients - this role is for you. What you have Required: A valid and active Series 7 license is required A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) Preferred: Bachelor's degree or equivalent work experience preferred. Strong communication and interpersonal skills with the ability to learn and explain complicated subjects with a variety of clients. Experience, comfort, and confidence presenting 1:1 or virtually. A basic understanding of wealth management issues such as: investment planning, insurance planning, retirement planning, equity compensation, deferred compensation, education and family wealth planning, and estate planning. 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. A solid understanding of corporate sponsor and consultant relationships. 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

Title: Middleware SRE with Strong experience in Scripting and Automation Job Type: Fulltime role Responsibilities: Identify work which is TOIL and make effort to reduce it. Automate manual activities, repetitive processes, reporting, controls, etc., configure and tune them. Continuously improve systems resiliency, reliability, and business cost - through design and development of solutions and streamlined processes. Mitigate risk by analyzing the root cause of production issues, impacts to business, and required corrective actions. Qualifications: Understanding of SRE principles, Production Support Operations, DevOps, CI/CD, Scripting. Knowledge of Messaging Technologies (Confluent Kafka/Solace/WebSphere MQ/Tibco Products) Nastel/AppDynamics/Splunk will be additional value. Extensive experience working with and customizing automation scripts - Python/Ansible are currently used. Experience working in Financial Services or a large complex and/or global environment. Comprehensive knowledge of design metrics, analytics tools, benchmarking activities and related reporting to identify best practices. Ability to work independently, multi-task, and take ownership of various parts of a project or initiative. Ability to work under pressure and manage to tight deadlines or unexpected changes in expectations or requirements. You should be technically familiar with IBM MQ, Solace, Abinitio, and Tibco products.

CapCenter is seeking a Closing Consultant to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a client-centric philosophy. This is a high growth role that we actively promote into operations and sales opportunities within 18 months. In the Closing Consultant role, you'll be the primary point of contact for CapCenter clients who are on the path to close a loan. Closing Consultants analyze our clients' applications and supporting documents to ensure each loan meets our rigorous underwriting standards. Alongside your analysis, you'll guide our clients, working internally with realtors, loan officers, underwriters, and insurance advisors so that all parties are set up for success at closing. Here's what you'll need to know about the role, our team, and what it takes to succeed at CapCenter. You will In your first 30 days, you will: Secure an NMLS license (we'll sponsor it!) Become a subject matter expert on lending Complete our introductory Consultative Sales training course In your first 90 days, you will: Act as a trusted advisor and advocate for our clients as they prepare for closing Work collaboratively with others to ensure accuracy and efficiency at each step of the way Build on your communications and underwriting knowledge through learning modules, proprietary training, and live coaching Complete a self-assessment to build a blueprint for career progression at CapCenter You are A critical thinker: we're happy to teach the content, but you should be hungry to learn, comfortable thinking on your toes, and adept at solving problems. A communicator: most Americans buy less than five homes in their life - it's critical that you build trust, distill complex financial concepts simply, and listen actively. Self-aware: you're looking for an opportunity to develop your strengths and weaknesses Driven to help others: you want to do good Ambitious: you want to do well A college graduate with a bachelor's degree We hire for talent, not experience. You should be a solutions-oriented thinker who is not afraid to roll up your sleeves and tackle challenging problems. You'll get NMLS Certification Competitive salary, variable pay & annual bonus 401k (with matching!), health, dental, & vision Training to learn the home-ownership experience back to front. To participate in cross-functional collaboration that fosters lateral and vertical career growth The opportunity to help people through one of the most stressful and important transactions of their lives. Our culture is growth oriented. Past Loan Analysts have been promoted into sales, operations, team lead, and market management roles.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Business Execution Consultant to participate in resolution of critical regulatory priorities. Strategic Execution & Operations (SEO) Central Hub drives accountability, standardization, and transparency for enterprise execution of the Company's most pressing regulatory priorities by defining, maturing and monitoring governance routines for all stakeholders. This role will support program operations with regard to closure processes, artifact management and document preparation for external reviews. In this role, you will: Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics Determine areas of strength or Business Execution opportunity within defined scope of work Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations Utilize independent judgment to guide moderate risk deliverables Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business Collaborate and consult with leaders and executive management Provide work direction to less experienced Strategy and Execution staff Participate in user acceptance testing of enhancements to the Program's artifact management system, QA of ad-hoc data files and periodic document migrations Monitor, track and report on key program activities such as validations, document refresh, etc. Become a subject matter expert in artifact management and assist program stakeholders with questions and production issues Assist with maintaining Central Hub sharepoint sites to ensure information is relevant and current Assist with document packaging for external reviews Required Qualifications, US: 2+ years of Business Operations or Leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Proficiency with Microsoft tools particularly SharePoint and Excel Experience creating pivot tables and performing data analysis in Excel Experience working on a regulatory initiatives Ability to influence effectively in a matrix environment Experience interacting with management level in a consultancy capacity Ability to articulate complex concepts in a clear manner Ability to take complex topics and boil them down to the salient points for different key audiences Strong organizational, multi-tasking, and prioritizing skills Experience working on business cases, prioritization of initiatives, execution, management and resolution of risks and issues while ensuring initiative(s) are delivered within agreed timelines Ability to turn preliminary or ambiguous information, ideas, or problems into well-defined plans, solutions, and test scripts Experience administrating a SharePoint site and document / artifact management Job Expectations: Work location: 301 South Tryon Street - Charlotte. Expectation is to work in office a minimum 3 days per week per Company Hybrid standard. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo is seeking a **Lead Business Execution Consultant** in the **Operational Excellence** team as part of **Commercial Banking Operations** to lead strategic initiatives spanning across all functional areas. The team is responsible for developing, implementing, and executing business initiatives and programs, as well as serving as advocates for Wells Fargo's vision and business plans across business groups. **In this role, you will:** + Strategically engage with all levels of professionals and managers across multiple lines of businesses and serve as an experienced advisor to the leadership. + Lead the strategy and resolution of highly complex and unique challenges related to Business Execution that require solid analytical skills, extensive knowledge of Business Execution, and understanding of business, delivering longer term and large-scale solutions. + Leverage, consolidate and analyze data to provide insights and identify opportunities to maximize efficiency and effectiveness. + Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans. + Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives and process improvements resulting in successful outcomes. + Develop business cases clearly articulating the key challenges and solution(s) that will result in successful business outcomes. + Provide direction to a cross-functional team using business expertise. + Facilitate decision making and support implementation of recommendations and plans. + Ensure people impact to changes are identified and readiness materials (procedures, communications, etc.) are delivered in a timely fashion. + Agile experience, experience with JIRA, Product Ownership experience, partnering with scrum teams, backlog and other feature supporting experience. + Document requirements, user stories with well defined acceptance criteria, build test scenarios/scripts with minimal supervision. + Effectively manage risks, impediments, and dependencies. **Required Qualifications:** + 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Experience in Commercial Banking Operations + Commercial Lending / Insurance Monitoring experience utilizing the following systems; nCino, CCM, BLAST or TCM. + Experience in developing business case funding to support desired process improvement solutions; including technology development + Strong analytical skills with extensive knowledge of Business Execution + Experience gathering/analyzing/interpreting data to identify opportunities, trends, etc. + Experience developing and implementing strategic plans that align with the bank's goals and objectives + In-depth understanding of the banking and financial services industry, including regulatory compliance, market trends, and best practices + Process Management Certifications - Lean Six Sigma, Agile, & Design Thinking + Confident making risk decisions "in" the moment + Experience working with all levels of management with minimal management direction. + Proven ability to meet expectations in a fast-paced non-consistent environment with multiple accountabilities happening simultaneously + Well-developed organizational and prioritization skills with the ability to manage multiple and sometimes competing priorities + Sense of urgency, passion for results, and personal accountability for achievement + Ability to communicate at various levels of the organization, from frontline employees to executive leadership, including presentations and summaries + Strong Project Management & Risk Management tools **Job Expectations:** + Ability to work a hybrid schedule + Willingness to work on-site at stated locations + This position is not eligible for Visa sponsorship **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $119,000.00 - $206,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 18 Dec 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-500486

Wells Fargo is seeking a Lead Business Execution Consultant in the Operational Excellence team as part of Commercial Banking Operations to lead strategic initiatives spanning across all functional areas. The team is responsible for developing, implementing, and executing business initiatives and programs, as well as serving as advocates for Wells Fargo's vision and business plans across business groups. In this role, you will: * Strategically engage with all levels of professionals and managers across multiple lines of businesses and serve as an experienced advisor to the leadership. * Lead the strategy and resolution of highly complex and unique challenges related to Business Execution that require solid analytical skills, extensive knowledge of Business Execution, and understanding of business, delivering longer term and large-scale solutions. * Leverage, consolidate and analyze data to provide insights and identify opportunities to maximize efficiency and effectiveness. * Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans. * Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives and process improvements resulting in successful outcomes. * Develop business cases clearly articulating the key challenges and solution(s) that will result in successful business outcomes. * Provide direction to a cross-functional team using business expertise. * Facilitate decision making and support implementation of recommendations and plans. * Ensure people impact to changes are identified and readiness materials (procedures, communications, etc.) are delivered in a timely fashion. * Agile experience, experience with JIRA, Product Ownership experience, partnering with scrum teams, backlog and other feature supporting experience. * Document requirements, user stories with well defined acceptance criteria, build test scenarios/scripts with minimal supervision. * Effectively manage risks, impediments, and dependencies. Required Qualifications: * 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience in Commercial Banking Operations * Commercial Lending / Insurance Monitoring experience utilizing the following systems; nCino, CCM, BLAST or TCM. * Experience in developing business case funding to support desired process improvement solutions; including technology development * Strong analytical skills with extensive knowledge of Business Execution * Experience gathering/analyzing/interpreting data to identify opportunities, trends, etc. * Experience developing and implementing strategic plans that align with the bank's goals and objectives * In-depth understanding of the banking and financial services industry, including regulatory compliance, market trends, and best practices * Process Management Certifications - Lean Six Sigma, Agile, & Design Thinking * Confident making risk decisions "in" the moment * Experience working with all levels of management with minimal management direction. * Proven ability to meet expectations in a fast-paced non-consistent environment with multiple accountabilities happening simultaneously * Well-developed organizational and prioritization skills with the ability to manage multiple and sometimes competing priorities * Sense of urgency, passion for results, and personal accountability for achievement * Ability to communicate at various levels of the organization, from frontline employees to executive leadership, including presentations and summaries * Strong Project Management & Risk Management tools Job Expectations: * Ability to work a hybrid schedule * Willingness to work on-site at stated locations * This position is not eligible for Visa sponsorship Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $119,000.00 - $206,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 18 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Wells Fargo is seeking a Lead Business Execution Consultant in the Operational Excellence team as part of Commercial Banking Operations to lead strategic initiatives spanning across all functional areas. The team is responsible for developing, implementing, and executing business initiatives and programs, as well as serving as advocates for Wells Fargo's vision and business plans across business groups. In this role, you will: * Strategically engage with all levels of professionals and managers across multiple lines of businesses and serve as an experienced advisor to the leadership. * Lead the strategy and resolution of highly complex and unique challenges related to Business Execution that require solid analytical skills, extensive knowledge of Business Execution, and understanding of business, delivering longer term and large-scale solutions. * Leverage, consolidate and analyze data to provide insights and identify opportunities to maximize efficiency and effectiveness. * Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans. * Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives and process improvements resulting in successful outcomes. * Develop business cases clearly articulating the key challenges and solution(s) that will result in successful business outcomes. * Provide direction to a cross-functional team using business expertise. * Facilitate decision making and support implementation of recommendations and plans. * Ensure people impact to changes are identified and readiness materials (procedures, communications, etc.) are delivered in a timely fashion. * Agile experience, experience with JIRA, Product Ownership experience, partnering with scrum teams, backlog and other feature supporting experience. * Document requirements, user stories with well defined acceptance criteria, build test scenarios/scripts with minimal supervision. * Effectively manage risks, impediments, and dependencies. Required Qualifications: * 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience in Commercial Banking Operations * Commercial Lending / Insurance Monitoring experience utilizing the following systems; nCino, CCM, BLAST or TCM. * Experience in developing business case funding to support desired process improvement solutions; including technology development * Strong analytical skills with extensive knowledge of Business Execution * Experience gathering/analyzing/interpreting data to identify opportunities, trends, etc. * Experience developing and implementing strategic plans that align with the bank's goals and objectives * In-depth understanding of the banking and financial services industry, including regulatory compliance, market trends, and best practices * Process Management Certifications - Lean Six Sigma, Agile, & Design Thinking * Confident making risk decisions "in" the moment * Experience working with all levels of management with minimal management direction. * Proven ability to meet expectations in a fast-paced non-consistent environment with multiple accountabilities happening simultaneously * Well-developed organizational and prioritization skills with the ability to manage multiple and sometimes competing priorities * Sense of urgency, passion for results, and personal accountability for achievement * Ability to communicate at various levels of the organization, from frontline employees to executive leadership, including presentations and summaries * Strong Project Management & Risk Management tools Job Expectations: * Ability to work a hybrid schedule * Willingness to work on-site at stated locations * This position is not eligible for Visa sponsorship Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $119,000.00 - $206,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 18 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Managing Consultant, Services - Acquiring Business DevelopmentOverview Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open finance, and more. The Services Business Development team is looking for a Managing Consultant to drive growth of our value-added services within the foundational Acquiring space. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers. Role Deliver against sales targets for the Services portfolio of solutions across a set of existing and net-new accounts within the Acquiring industry Manage and expand relationships with client stakeholders, developing trust to enable intimate discussions on client goals and needs; surfacing Services revenue opportunities Translate client challenges into hypotheses and structure large/complex engagements with imperfect information; leverage deep knowledge of all Mastercard Services capabilities to structure innovative solutions and strategic bundles Lead internal partners to develop formal and informal pitch materials; ensuring succinct, persuasive content tailored to audience & seniority Deliver compelling, high-impact pitches, showcasing leadership, expertise and alignment to client needs Drive intel back into Services & broader Mastercard; supporting the feedback loop that drives Services innovation All About You Undergraduate degree required; MBA or relevant post graduate degree preferred Proven track record in managing a sales pipeline; identifying and advancing sales opportunities and exceeding targets Demonstrated ability to motivate and influence stakeholders (internal & client) in large/complex environments Best-in-class narrative-development and storytelling; experience in developing compelling sales narratives and pitch materials for complex client business challenges Leadership presence & best-in-class pitch/presentation skills; establishing credibility and influencing client audiences Excellent analytical skills, including financial analysis for business casing, value quantification & pricing Demonstrated creativity, problem-solving and empathy (ability to think from the perspective of the customer) Disciplined and process-oriented; proven ability to multi-task in a fast-paced, deadline-driven environment National Salary Range (Applies Regardless of Location): $139,000-$222,000Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.

**Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._ **Title and Summary** Managing Consultant, Services - Acquiring Business Development Overview Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open finance, and more. The Services Business Development team is looking for a Managing Consultant to drive growth of our value-added services within the foundational Acquiring space. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers. Role Deliver against sales targets for the Services portfolio of solutions across a set of existing and net-new accounts within the Acquiring industry Manage and expand relationships with client stakeholders, developing trust to enable intimate discussions on client goals and needs; surfacing Services revenue opportunities Translate client challenges into hypotheses and structure large/complex engagements with imperfect information; leverage deep knowledge of all Mastercard Services capabilities to structure innovative solutions and strategic bundles Lead internal partners to develop formal and informal pitch materials; ensuring succinct, persuasive content tailored to audience & seniority Deliver compelling, high-impact pitches, showcasing leadership, expertise and alignment to client needs Drive intel back into Services & broader Mastercard; supporting the feedback loop that drives Services innovation All About You Undergraduate degree required; MBA or relevant post graduate degree preferred Proven track record in managing a sales pipeline; identifying and advancing sales opportunities and exceeding targets Demonstrated ability to motivate and influence stakeholders (internal & client) in large/complex environments Best-in-class narrative-development and storytelling; experience in developing compelling sales narratives and pitch materials for complex client business challenges Leadership presence & best-in-class pitch/presentation skills; establishing credibility and influencing client audiences Excellent analytical skills, including financial analysis for business casing, value quantification & pricing Demonstrated creativity, problem-solving and empathy (ability to think from the perspective of the customer) Disciplined and process-oriented; proven ability to multi-task in a fast-paced, deadline-driven environment National Salary Range (Applies Regardless of Location): $139,000-$222,000 Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. **Corporate Security Responsibility** All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: + Abide by Mastercard's security policies and practices; + Ensure the confidentiality and integrity of the information being accessed; + Report any suspected information security violation or breach, and + Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.

**Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build_ _a sustainable economy_ _where everyone can prosper. We support a wide range of digital payments choices, making_ _transactions secure,_ _simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._ **Title and Summary** Managing Consultant, Services Business Development-Community Institutions Overview Mastercard Services encompasses Mastercard's (NYSE: MA) offerings beyond the transaction. We provide customers across industries and geographies with a tailored portfolio of solutions to address their business pain points. By harnessing the power of our real-time, anonymized and aggregated transaction data, powerful software platforms and wealth of expertise, we empower customers to unlock a holistic view of consumer behavior beyond their four walls, distill actionable insights and make more data-driven decisions. With compelling offerings for financial institutions, retailers, telecommunications organizations, travel companies and more, our services drive efficiency and value and enable our customers to solve business problems from end to end. As a member of our Business Development team, you will be at the frontline of generating excitement and demand for our unique solutions. We value individuals who possess consultative sales experience, exceptional analytical and problem-solving skills, comfort navigating complex sales processes, and the ability to form and manage successful lasting client relationships. The Role As Managing Consultant, you will be instrumental in driving the growth with Community Institutions within USFI. You will be responsible for managing a portfolio of strategic clients building on existing relationships and initiating new ones to generate and qualify opportunities and promote Mastercard Services solutions to drive sales. To be successful the ideal candidate will: Cultivate strong working relationships with clients, ensuring effective collaboration and engagement while driving revenue growth and expanded buying centers. Demonstrate strong networking skills and a high degree of confidence initiating contact with new prospects to generate and qualify leads. Have a customer first attitude, capable of uncovering customer needs beyond their explicit requests and crafting innovative customer strategies. Take ownership of the sales process, from prospecting to executing commercial contracts, ensuring seamless and efficient sales cycles while driving urgency with clients. Be responsible for achieving sales targets, revenue goals, and sales projections, consistently delivering outstanding personal performance. Lead both formal and informal pitches, from storyboarding to face-to-face presentations, delivering concise and persuasive materials tailored to the specific needs and level of the audience. Collaborate with stakeholders to define and refine engagement scope, ensuring alignment with business objectives and client requirements. Support project / customer success teams in problem-solving efforts and structuring project workplans. Create and deliver compelling and concise presentations that effectively communicate key insights and recommendations. Coach and provide valuable feedback to team members, fostering their professional growth. Proactively seek new knowledge and skills, contributing to the development of intellectual capital within our organization. All About You Sales experience, within software as a service (SaaS), data & analytics, consulting and/or cybersecurity solutions. Proven ability to meet/exceed sales targets and quotas Strong analytical and problem-solving skills, enabling you to tackle complex challenges and gain credibility with account teams. Strong communication and persuasion skills, both written and oral. Exceptional relationship management skills, fostering long-term partnerships with clients. Strong networker across relevant stakeholder base with the ability to listen, build common ground and influence to effectively advance business opportunities and generate revenues Strong commercial drive with the ability to monetize senior client relationships based on empathy, thought leadership, knowledge of product impact, and subject matter expertise Must have the ability to own and drive end-to-end sales including prospecting, scoping/pricing, business case development, contract development, client negotiation, gaining legal approval, sign contracts, and project kickoff. Experience managing projects and / or teams, showcasing your leadership abilities. Knowledge of consumer and commercial payments market is a plus High level of energy, drive, enthusiasm, initiative, and commitment. Outstanding multitasking abilities in a fast-paced, deadline-driven environment. National Salary Range (Applies Regardless of Location): $139,000-$222,000 Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. **Corporate Security Responsibility** All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: + Abide by Mastercard's security policies and practices; + Ensure the confidentiality and integrity of the information being accessed; + Report any suspected information security violation or breach, and + Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. **Job Posting Window** Applications for this job posting will be accepted on an ongoing basis.