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Senior Partner jobs at Flagstar Bank - 1355 jobs

  • Hybrid Global Tax Principal - Private Markets & Funds

    GCM Grosvenor 4.3company rating

    Chicago, IL jobs

    A global alternative asset management firm is seeking a Tax Principal to manage tax compliance for investment partnerships. The role requires at least 8 years of tax experience and proficiency in Microsoft Excel. Candidates should have strong organizational skills, expertise in federal and international tax, and excellent communication abilities. The position includes a competitive salary range of $150,000 - $185,000 USD and offers a hybrid work environment. #J-18808-Ljbffr
    $150k-185k yearly 4d ago
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  • Hybrid Private Banking Communications Partner

    Citizens Bank 3.7company rating

    San Francisco, CA jobs

    A financial institution is seeking a Communications Partner to join its Private Banking team in San Francisco, CA. This role involves developing strategic communication initiatives to enhance the bank's brand and reputation. The ideal candidate will have over 3 years of experience in internal or external communications, excellent writing skills, and a passion for storytelling. This position requires being in the office 4 days a week, with a competitive salary range of $68,500-$100,000 plus bonus opportunities. #J-18808-Ljbffr
    $68.5k-100k yearly 3d ago
  • Strategic Advisory Director, Admin Effectiveness (Remote)

    Vista Equity Partners Management, LLC 4.4company rating

    Washington, DC jobs

    A leading educational advisory firm in Washington D.C. seeks a Senior Director for Research and Strategic Advisory Services, focusing on Administrative Effectiveness. The role involves overseeing research teams, delivering actionable insights, and collaborating with university executives. Candidates should possess strong analytical skills, a deep understanding of the education sector, and experience in consulting. This position offers competitive pay and comprehensive benefits. #J-18808-Ljbffr
    $105k-141k yearly est. 4d ago
  • Private Banking Communications Partner

    Citizens Bank 3.7company rating

    San Francisco, CA jobs

    Do you want to work on a high-energy, award-winning communications team? Citizens is seeking an enthusiastic and responsible communications professional to join our team as a Communications Partner, Private Banking Specialist. This role offers an exciting opportunity to develop integrated internal and external communication initiatives for Citizens' growing Private Banking division. This position will develop and execute strategic communications programming that promotes Citizens Private Bank's business priorities - both nationally and in key regional markets - while also helping advance Citizens' overall corporate brand and reputation. The role will involve helping drive integrated communications strategy and content, spanning executive communications, internal, and external communications, to amplify the company narrative, engage colleagues and drive earned media coverage. The ideal candidate will possess excellent written and verbal communication skills, a strong understanding of communication strategies, and a passion for storytelling. If you are a creative, results-driven professional with background in internal communications, corporate communications or public relations, we would love to hear from you! Primary responsibilities will include: Communications planning: Manage integrated and internal and external strategic communications plans and programming that align with the Private Bank's business priorities. Shape and guide the communications narrative through engaging, integrated communications tactics. Stakeholder relationship management: Collaborate with cross-functional teams to gather information and develop key messaging for communications initiatives. Develop a rapport with business leadership and partners, providing guidance as needed. Tactical execution: Create and deliver engaging and compelling writing and verbal communication for internal and external audiences. Write talking points, briefing documents, leader messages, intranet articles, press releases, key messages, media statements, social media and award submissions. Support senior-level executive communications and town halls, including event planning, logistics, talking points and decks. Media Relations: Build relationships with media outlets, industry influencers, and other stakeholders to promote and grow Citizens Private Bank's brand reputation. Represent Citizens at media interviews/meetings, industry events, conferences, and speaking engagements. Manage and maintain earned media coverage tracker. Monitoring and measurement: Identify key metrics and manage measurement plan to ensure communication activities are efficient, effective, and scalable. Measure the effectiveness of communication efforts and make recommendations for improvement. Trendspotting: Monitor industry trends and proactively identify storytelling opportunities to enhance Citizens' brand and reputation. Conduct market research and gather data and insights to enhance storytelling. Experience and Skills 3+ years of experience in external communications and/or internal, ideally within a dynamic, fast-paced environment or PR agency. Experience in financial services and/or corporate communications is highly desirable. A passionate, confident writer. Strong written and verbal communications skills, as well as editing, proofreading, and presentation design skills. Strong storytelling skills, with the ability to craft messages that connect and resonate across a diverse audience. Experience working at an established brand is a plus, and eagerness to learn more about the banking industry. Extremely organized with the ability to manage multiple projects and meet deadlines. Adaptable, proactive, creative, and forward-thinking. Education Bachelor's degree, preferably in communications, marketing, journalism, or related field required. To thrive as a colleague at Citizens, candidates must demonstrate a strong customer‑centric mindset, exhibit persistence and resilience in the face of challenges, and embrace continuous learning to adapt and grow in a dynamic environment. Hours and Work Schedule (4 days in office, 1 day remote) Hours per Week: 40 Work Schedule: Monday-Friday This position will be based at our corporate office in San Francisco, CA and is required to be in the office 4 days each week. Pay Transparency The salary range for this position is $68,500-$100,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time‑away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Citizens will not sponsor an applicant for a work visa, such as an H-1B, for this position. #LI-Citizens2 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. #J-18808-Ljbffr
    $68.5k-100k yearly 3d ago
  • Senior VP, Commercial Banking Portfolio & Credit

    BMO 4.7company rating

    Chicago, IL jobs

    A leading financial institution is looking for a credit analyst in Chicago to manage lending decisions and processes for commercial banking loans. The ideal candidate will be responsible for analyzing credit information, negotiating loan terms, and maintaining strong client relationships. Requirements include a bachelor's degree and 5-7 years of experience in a relevant role. The salary range is $88,800 to $165,600, with various benefits including health insurance and retirement plans. #J-18808-Ljbffr
    $88.8k-165.6k yearly 2d ago
  • SVP, Investments - Lead Bay Area Capital Strategy

    Prologis 4.9company rating

    San Francisco, CA jobs

    A leading logistics real estate firm is seeking a Senior Vice President, Investment Officer in San Francisco. The role involves managing capital deployment efforts and leading a high-performing team in a dynamic market. Ideal candidates will have over 12 years in industrial real estate and proven leadership capabilities. A California Real Estate license is required. Competitive salary and comprehensive benefits are offered. #J-18808-Ljbffr
    $214k-321k yearly est. 4d ago
  • FS Insurance Management Consultant - Director

    Price Waterhouse Coopers 4.5company rating

    Chicago, IL jobs

    At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance. Those in customer service at PwC will specialise in improving customer service operations and enhancing customer experiences. You will work closely with clients to analyse customer service processes, identify pain points, and develop strategies to optimise service delivery, increase customer satisfaction, and drive loyalty. Working in this area, you will provide guidance on implementing customer service technologies, designing service models, and developing customer‑centric service cultures. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long‑term, short‑term, detail‑oriented, and big picture thinking. Make strategic choices and drive change by addressing system‑level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Operations Consulting team you are expected to direct efforts in Insurance operations management, including operationalizing business strategies and transforming the supply chain functions from product development through supply chain, manufacturing, distribution, and product service/support. As a Director you are responsible for setting the strategic direction and leading business development efforts, making impactful decisions and overseeing multiple projects, maintaining executive‑level client relations. This role involves facilitating people, process, and technology changes for Insurance clients and creating trusted and collaborative relationships with team members. Responsibilities Direct efforts in Insurance operations management Transform process functions from product development to support Facilitate people, process, and technology changes Create trusted and collaborative relationships with clients Maintain executive‑level client relations Lead business development and client engagement efforts Oversee multiple projects and make impactful decisions Mentor and develop team members What You Must Have Bachelor's Degree 15 years of combined experience in Consulting and the Insurance industry What Sets You Apart Preferred fields of study: Actuarial Science, Banking and Insurance, Banking and Finance, Business Administration/Management, Economics, Economics and Finance, Economics and Finance & Technology, Finance, Finance & Technology, Management Information Systems, Organizational Management, Operations Management/Research Directing efforts in Insurance operations management Facilitating people, process, and technology changes for Insurance clients Creating trusted and collaborative relationships with team members Delivering significant business results through strategic and creative thinking Managing and conducting quantitative and qualitative benchmarking Communicating effectively in written and oral formats Managing resource requirements, project workflow, and budgets Developing Insurance thought leadership and operational consulting approaches Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation, and gender identity), age, disability, genetic information (including family medical history), veteran, marital, or citizenship status, or any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** #J-18808-Ljbffr
    $130k-168k yearly est. 6d ago
  • Senior Wealth & Portfolio Strategist

    Northern Trust Corp 4.6company rating

    San Francisco, CA jobs

    A leading financial institution is seeking a Sr. Portfolio Advisor in San Francisco to manage investment activities for high net worth clients. Responsibilities include developing and executing investment strategies, collaborating with client service teams, and maintaining stakeholder communication. The ideal candidate should have 8-12 years of investment experience, mastery of investment methodologies, and strong analytical skills. Competitive compensation is offered with a comprehensive benefits package including retirement plans and health coverage. #J-18808-Ljbffr
    $102k-141k yearly est. 4d ago
  • Digital Financial Partner

    Heritage Financial Credit Union 4.4company rating

    Middletown, NY jobs

    Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: · Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. · Excellence: We strive to provide our members with the best possible service. · Teamwork: We believe that we can achieve more together than we can alone. · Respect: We treat each other with dignity and respect. · Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Rate of Pay: $23.00 - $26.00 per hour ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Answering all incoming member calls and addressing all needs, including placing members in appropriate accounts and consumer loan products and assistance with all digital enrollments for all HFCU products and services. Responding to all digital inquiring and needs, including but not limited to chat, online account and loan requests as well as marketing leads Proactively reach out to all new memberships established through line of business partners to assess needs and offer additional products and services as appropriate. Required expertise on all products and services offered by HFCU Demonstrate an ability to think critically to ensure best options are provided to members in both sales opportunities and meeting needs in general. Cash handling and processing transactions. Organize priorities, achieve monthly goals, and deliver quality work Ability to function as Teller or Financial Service Representative to support branch needs Demonstrate understanding and support of all HFCU initiatives for employee development. Actively participate in personal growth through use of tools and resources available to you. Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements. Participate in organizational team projects, representing Retail in a professional and competent manner. Mentor new hires Performs other duties as assigned PERFORMANCE MEASUREMENTS Performance is measured against the competencies and goals as outlined in the Employee Performance Program, and established in partnership with the employee's leadership. There are three levels associated with this position. Level will be determined through managerial assessment of employee and location specific business needs. Level 3 Demonstrates superior product knowledge. Requires no instruction in the completion of basic duties. Possess excellent needs bases selling skills. Demonstrates capability to handle all complex branch assignments. Requirements EDUCATION/CERTIFICATION: Customer service and sales experience. Notary License required or within 12 months of hire. REQUIRED KNOWLEDGE AND EXPERIENCE: Previous call center experience a plus. Active listening and effective communication. Problem-solving abilities and technical support skills. HFCU product knowledge. Extensive customer service and sales experience (financial industry experience preferred) including but not limited to customer service, needs based selling, goal attainment, cash handling, project and team participation, and community development. Develop skill set in cash handling and transactional processing, performing account and loan intake and funding, and answering member inquiries through in branch and phone interactions. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. SKILLS/ABILITIES: Demonstrate the ability to think critically and creatively to problem solve and build business plans. Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals. Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization. Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner. Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members. Ability to project a professional appearance and positive attitude at all times. Effectively communicate with team members and peers to develop a network of support and collaboration. Demonstrate engagement, enthusiasm, and passion through providing stellar service to both internal and external members. Salary Description $23.00 - $26.00 per hour
    $23-26 hourly 4d ago
  • NetSuite Consulting Manager

    Rsm Us LLP 4.4company rating

    San Francisco, CA jobs

    NetSuite Consulting Manager page is loaded## NetSuite Consulting Managerlocations: San Diego: San Franciscotime type: Full timeposted on: Posted Todayjob requisition id: JR116718We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.## ## We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.## ## **Responsibilities:*** ## Work with functional and technical team members to design key accounting extensions or functionality to core product or industry offerings to help remove complexities and challenges that customers have* ## Create High level solution implementation design and resolve deployment challenges* ## Analyze and validate enterprise business process and drivers to determine impact on solution and architectures* ## Determine appropriate future state architectures and mechanisms optimizing existing customer solutions* ## Negotiated and white board different strategies and approach with prospects and customers* ## At times, will implement solutions for customer's hands on, but will also work with other functional and senior consultants to implement the solution* ## Maintain relationships with senior technologies in other departments/regions* ## Provide feedback on learning from involvement in project activity to further refine the target architecture Documentation on all designs and implementations should be completed according to the firm's standards* ## Manages the scope of the project and controls change management.## ## ## **Required Qualifications:*** ## 8+ years' experience in ERP application implementations, predominately with NetSuite, but can augment with systems like Oracle, SAP, and Workday* ## Strong understanding of Agile or Waterfall implementation methods* ## 5+ years deep understanding of business processes* ## Excellent Interpersonal and communication Skills* ## 5+ years' experience in accounting industry or project work that developed an understanding of accounting principles* ## Nice to have professional designation, CPIM, CIRM, CSCP or any NetSuite certifications* ## Demonstrated initiative in researching and understanding the implications of emerging technology specific skills* ## Manage and configure MultiBook for multi-currency and multi-entity reporting. Oversee tax engine setup (Legacy and SuiteTax) and ensure accurate tax configurations for non-U.S. countries, with a strong emphasis on Europe and Asia* ## Implement and maintain localization settings for international compliance Design and manage intercompany processes, including NetSuite setup and inventory movements (PO/SO)* ## Drive financial consolidation and develop custom financial reports using NetSuite reporting tools* ## Ensure familiarity with e-invoicing concepts and compliance requirements* ## Collaborate with global teams to support tax and regulatory requirements across multiple jurisdictions* ## Worked in or experience implementing in a discrete or process manufacturing environment, understanding of Inventory transaction processing and warehouse management.* ## Experience with complex system integrations* ## Intercompany transactions* ## Complex revenue Recognition rules such as ASC 606## At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, .At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $112,100 - $225,500Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance. #J-18808-Ljbffr
    $112.1k-225.5k yearly 5d ago
  • Midwest SVP Advisor Consultant - Strategic Growth in Alt

    Antares Capital LP 3.7company rating

    Chicago, IL jobs

    A financial services company seeks a Senior Vice President, Midwest Advisor Consultant to drive growth across the Western U.S. This key role involves building relationships with financial intermediaries and executing sales strategies for alternative investments. The ideal candidate will have strong sales performance history, deep investment knowledge, and excellent communication skills. A bachelor's degree in finance is required, along with significant experience in account management and alternative investments. This position offers a competitive salary range between $200,000 - $250,000. #J-18808-Ljbffr
    $200k-250k yearly 4d ago
  • Senior CMAAS Manager: Capital Markets & Deals Strategy

    Price Waterhouse Coopers 4.5company rating

    San Francisco, CA jobs

    A leading global professional services firm seeks a Senior Manager for the Capital Markets Accounting Advisory Services team. This role involves leading teams on complex accounting matters, advising multi-national companies, and driving project success. Candidates should have a Bachelor's in Accounting, 7 years of experience, and a CPA license. The position offers a competitive salary range and a range of benefits including medical and 401k plans. #J-18808-Ljbffr
    $114k-149k yearly est. 6d ago
  • Senior Real Estate & ATM Network Strategist

    Jpmorgan Chase & Co 4.8company rating

    Boston, MA jobs

    A leading financial services firm in Boston is seeking a Senior Transaction Manager to optimize real estate for branches and ATMs. The role involves market analysis, negotiation of leases, and collaboration with partners. With 10+ years in real estate and strong analytic and negotiation skills, you will drive strategy in a fast-paced environment. Travel up to 50% is required, and a Bachelor's degree is mandatory, with an MBA preferred. #J-18808-Ljbffr
    $90k-143k yearly est. 5d ago
  • Portfolio Manager SVP - Commercial Banking

    Associated Bank 4.6company rating

    Illinois jobs

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.***Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.***Build a career with purpose at Associated Bank. Guided by our values-Listen then Act, Achieve Together, Winning Spirit, and Relentless Focus on People-we empower colleagues to grow, collaborate, and make an impact.We offer:* A culture built on collaboration, growth, and innovation.* Competitive pay, benefits, and well-being programs.* Clear career paths with opportunities to advance.* A workplace where your contributions matter.**Role Summary**As a Portfolio Manager SVP, you'll play a vital role in managing and growing a high-quality portfolio of client relationships. You'll partner closely with Relationship Managers to deliver financial solutions, assess credit risk, and ensure ongoing portfolio health. This is a growth-focused role with direct impact on both client success and the bank's performance.**Key Accountabilities*** Manage a portfolio of commercial or corporate clients to ensure compliance with credit policies and regulatory standards.* Analyze financial statements and loan requests to recommend deal structures and credit decisions.* Partner with Relationship Managers as a client-facing resource to deliver exceptional service and financial guidance.* Support due diligence efforts and prepare opportunity memos for new and existing client relationships.* Monitor loan repayment activity and proactively address delinquencies or risk concerns.* Present loan recommendations during the credit approval process and advise on credit structuring.* Identify opportunities for cross-selling banking services across Treasury, Wealth, Risk, and Capital Markets teams.* Engage in local community and business activities to promote the bank's presence and strengthen client relationships.**Education & Experience****Required:*** Bachelor's degree in Business, Finance, or Accounting (or equivalent experience)* 8+ years in commercial, corporate banking, or credit approval* Access to reliable transportation and the ability to drive**Preferred:*** 4+ years of sales or business development experience**Why You'll Love Working Here**At Associated Bank, you'll be supported by leaders who care, a team that collaborates, and a company that invests in your development. You'll have the opportunity to make a real difference-both in your career and your community. **Apply today to grow your impact with a winning team.****In addition to core traditional benefits, we take pride in offering benefits for every stage of life.*** Retirement savings including both 401(k) and Pension plans.* Paid time off to volunteer in your community.* Opportunities to connect with others through our diversity-focused Colleague Resource Groups.* Competitive salaries with professional development and advancement opportunities.* Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.* Personal banking, loan, investmentand insurance benefits.Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on,and.**Compliance Statement**Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice . Know Your Right to Work or .Associated Bank is Pay Transparency compliant.The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.$115,290.00 - $197,640.00 per year At Associated Bank, our purpose is to uplift our customers, community and colleagues to be financially stronger. We do this through our relentless focus on people, with a winning spirit, by listening before we act and with a commitment to achieve together.### Get In TouchIntroduce yourself to our talent acquisition consultants and we'll contact you if there's a role that seems like a good match. #J-18808-Ljbffr
    $115.3k-197.6k yearly 2d ago
  • Director of Crypto Solutions & Partnerships (Global GTM)

    Visa Inc. 4.5company rating

    San Francisco, CA jobs

    A leading global payment technology company is seeking a Director for Visa Crypto Solution Sales in San Francisco. This role involves developing partnerships in the stablecoin payments sector and shaping Visa's go-to-market strategy. The ideal candidate has extensive experience in partnerships and a strong background in financial services, specifically within crypto and payments. This hybrid position offers an estimated salary range of $192,300 to $307,600 per year along with a comprehensive benefits package. #J-18808-Ljbffr
    $192.3k-307.6k yearly 6d ago
  • Senior Home Lending VP: Lead a High-Impact Mortgage Team

    Jpmorgan Chase & Co 4.8company rating

    Tarrytown, NY jobs

    A leading financial institution in New York seeks a Lending Manager to lead retail mortgage production while adhering to regulatory requirements. This role requires a Bachelor's degree, over 5 years of experience in mortgage lending, and strong leadership capabilities. The position is focused on growing a team of Home Lending Advisors and achieving strategic business goals. Excellent communication and P&L management skills are essential for success. Opportunities for career growth are available. #J-18808-Ljbffr
    $146k-197k yearly est. 6d ago
  • NetSuite Consulting Manager

    Rsm Us LLP 4.4company rating

    Chicago, IL jobs

    Work with functional and technical team members to design key accounting extensions or functionality to core product or industry offerings to help remove complexities and challenges that customers have At times, will implement solutions for customer's hands on, but will also work with other functional and senior consultants to implement the solution* Manages the scope of the project and controls change management.**Required Qualifications:*** Bachelor's degree preferably in Accounting or Management information systems* 8+ years' experience in ERP application implementations, predominately with NetSuite, but can augment with systems like Oracle, SAP, and Workday* Strong understanding of Agile or Waterfall implementation methods* 5+ years deep understanding of business processes* Excellent Interpersonal and communication Skills* 5+ years' experience in accounting industry or project work that developed an understanding of accounting principals* Experience in developing key controls for SOX Compliance from a systems perspective a plus* Nice to have professional designation, CPIM, CIRM, CSCP or any NetSuite certifications* Demonstrated initiative in researching and understanding the implications of emerging technology Specific Skills - Inventory & Mfg.* Worked in or experience implementing in a discrete or process manufacturing environment, understanding of Inventory transaction processing and warehouse management.* Ecommerce transactions* Point of sale transactions* 3PL management* Experience with complex system integrations* Intercompany transactions* Specific Skills - Order processing* Worked in or experience implementing client with high volume orders and subscription-based orders Ecommerce, web orders* Complex revenue Recognition rules such as ASC 606 #J-18808-Ljbffr
    $99k-127k yearly est. 6d ago
  • Senior Banking Deposits Counsel - VP & AGC

    Jpmorgan Chase & Co 4.8company rating

    Chicago, IL jobs

    A leading financial institution is seeking a Business Banking Attorney to provide legal support for deposit and cash management services. You will collaborate closely with compliance and risk teams, ensure the integrity of client agreements, and monitor applicable banking laws and regulations. Ideal candidates are US-qualified attorneys with a minimum of 5 years of legal practice, strong presentation skills, and the ability to manage multiple projects effectively. This role is an excellent opportunity to be part of a dynamic legal team. #J-18808-Ljbffr
    $137k-182k yearly est. 4d ago
  • Senior Client Director, Global Client Solutions

    Cambridge Associates LLC 4.8company rating

    Boston, MA jobs

    Senior Client Director, Global Client Solutions page is loaded## Senior Client Director, Global Client Solutionslocations: Bostontime type: Full timeposted on: Posted 17 Days Agojob requisition id: JR0000070**Firm Overview:**Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit .** Summary:**Cambridge Associates is seeking an experienced and client-focused Client Director to join our Global Client Solutions team, supporting private clients in partnership with a dedicated private client investment team. This role is responsible for cultivating and retaining client relationships, driving new business, and delivering exceptional service to high-net-worth individuals and families.**Job Description:****Relationship Management & Retention*** Serve as the primary relationship manager for assigned private clients, ensuring high levels of engagement, satisfaction, and retention.* Partner closely with the private client investment team to deliver tailored investment solutions and address client needs proactively.* Develop and execute client engagement strategies, including regular meetings, reviews, and feedback sessions.**New Business Development*** Collaborate with the Business Development team to convert qualified leads into new private client relationships.* Lead the proposal and onboarding process for new clients, ensuring a seamless transition and strong initial engagement.* Identify opportunities to expand existing client relationships through cross-selling and deepening service offerings.**Strategic Partnership*** Act as a trusted advisor to private clients, providing insights on market trends, investment strategies, and portfolio performance.* Work closely with internal teams (investment, operations, marketing) to deliver integrated solutions and exceptional service.**Team Leadership & Collaboration*** Work with Associates to support client service and business development activities.* Foster a collaborative environment, sharing best practices and supporting the professional development of team members.**Performance & Reporting*** Maintain accurate records of client interactions, relationship status, and business development activities in CRM systems.* Provide regular updates to senior leadership on client retention, new business won, and market feedback.* Achieve performance targets based on client retention and aggregate net revenue growth.**Qualifications*** Bachelor's degree required; advanced degree preferred.* Minimum 12+ years of experience in private client relationship management, investment consulting, wealth management, or related fields.* Proven track record of building and retaining private client relationships, as well as winning new business.* Strong investment acumen and understanding of high-net-worth client needs.* Exceptional communication, presentation, and interpersonal skills.* Ability to work collaboratively in a team-oriented environment.* Willingness to travel as needed.Base salary range for this role:Pay Range Minimum:181500Pay Range Maximum:246800In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.### Get in TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment. Our work helps our clients do good in the world, and we embrace the opportunity to contribute to their positive impact. #J-18808-Ljbffr
    $165k-220k yearly est. 6d ago
  • Senior Assurance Director, Third-Party Attestation (ESOP)

    BDO USA 4.8company rating

    Chicago, IL jobs

    A leading accounting and consulting firm is seeking an Assurance Managing Director specializing in Third Party Attestation in Chicago. The role requires extensive experience in auditing standards and third-party attestation reporting. Candidates must have a strong CPA certification and a proven track record in leadership roles. This position involves significant client interaction and the ability to supervise teams on various engagements. A commitment to quality and ongoing professional development is essential. Competitive salary and growth opportunities are offered. #J-18808-Ljbffr
    $121k-164k yearly est. 5d ago

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