Business Center Manager jobs at Fulton Bank - 508 jobs
Senior Manager Operations Fulfillment
Fulton Bank 4.7
Business center manager job at Fulton Bank
Value Proposition
Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.
Overview
This is a remote position, must be located in PA, NJ, MD, DE, or VA. Must have the ability to travel on-site at least once per month to our headquarters location in Lancaster, PA
This role is accountable to lead, develop, and execute on the fulfillment, post-closing, and collateral management processes associated with commercial lending. It is accountable to ensure an efficient loan closing process, accurate documentation completion, and tracking associated with internally prepared and attorney prepared documents. The role is accountable to design efficient and scalable processes from customer acceptance terms through post-closing, collateral perfection, and loan board. The role will ensure the quality and proper handling of all facets of collateral perfection and file management.
Responsibilities
Manage all aspects of Commercial Fulfillment processes, Post Closing Functions, Centralized Funding, and collateral perfection, including collateral management activities. Ensure all process are designed and executed in a manner that delivers automated integration and quality output for loan boarding, and delivers compliance outcomes with full data accuracy for loan boarding and life of loan servicing of account
Responsible to manage two pathways within commercial loan fulfillment which includes both internally prepared documents and attorney prepared documents. Responsibilities include understanding of loan documentations to provide guidance on interaction with attorneys, including performance management and recommendations for approved attorney list.
Responsible for pipeline tracking in all areas of responsibility, compliance with applicable regulations, and timely delivery of service, including the development of effective pipeline management tools for team and leadership.
Responsible to manage the use and efficiencies of the applicable systems, workflows, and processes. Manages and facilitates the design of an efficient and scalable operation. Develop metrics that demonstrate team and area performance in accordance with SLAs and budget expectation.
Lead and manage teams, manage team projects, and own team resources to ensure that day to day work is standardized, organized, and effective. Conduct a “root cause” analysis to address any emerging issues.
Promote a collaborative and results-oriented working environment for the Fulfillment, Post Closing, and Collateral Management Teams. Spearhead innovation, empowerment, and accountability within the team(s).
Additional Responsibilities
Collaboration with internal partners to effectively manage / limit upstream and downstream impact on processes, customer experience, and reputational impacts.
Qualifications Education
Bachelor Degree or the equivalent experience. Specialty: Finance, Business, or a related field. (Required)
Required Experience
8 or more years commercial banking experience and detailed product knowledge / understanding.
6 or more years operational management.
Knowledge, Skills, and Abilities
Exceptional leadership skills, including indisputable ownership over team results and developmental needs. (Required)
Ability to interpret and align complex documents that support all covenants and obligated parties based on prior experience with legal language, attorney prepared loan documentation, and attorney closings. (Required)
Excellent communication and interpersonal abilities across internal and external stakeholders of varying seniority levels. (Required)
Thoughtful decisioning to evaluate the tradeoffs of a decision and make the best decision for the Bank. Client focused, strategic attitude and willingness to jump into and solve problems. (Required)
Other Duties as Assigned by Manager
This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Pay Transparency
To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
The salary range for this position is $124,400.00 - $207,300.00 annually.
Additional Compensation Components
This job is eligible to receive equity in the form of restricted stock units. This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.
Benefits
Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.
EEO Statement Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status. Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
$124.4k-207.3k yearly Auto-Apply 60d+ ago
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Sr. Manager, Digital Performance Analytics
Visa 4.5
Ashburn, VA jobs
Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
At Visa, you'll have the opportunity to create impact at scale - tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters - to you, to your community, and to the world.
Progress starts with you.
Job Description
Visa Consulting and Analytics (VCA) drives tangible, impactful results for Visa's network clients, including both financial services and merchants. Drawing on our expertise in strategy consulting, data analytics, brand management, marketing, operational and macroeconomics, Visa Consulting and Analytics solves the most strategic problems for our clients.
We apply deep industry & specialized expertise to provide solutions to assist clients with their key business priorities, drive growth and improve profitability. The VCA team provides a comprehensive range of consulting services to deliver solutions that address unique challenges in areas such as improving profitability, strategic growth, customer experience, digital payments, and risk managegment
The VCA team is looking for a Senior Manager to join our Digital Performance consulting practice and play a role in developing high impact projects for Visa's clients in the North America region. The potential candidate will be responsible for delivering and implementing projects and solutions with Issuers, Merchants, and Co-Brand Partners. This person will develop initiatives to promote sustainable and profitable growth through advanced digital transformation & innovative analytics.
Potential engagements could include digital customer experience assessments, AI Strategy, Search Engine Optimization (SEO), Answer Engine Optimization (AEO), program launch, digital customer acquisition, customer and merchant life cycle optimization, retention enhancement, benchmark analysis, and profitability enhancement.
Specific responsibilities include:
Proactively engage with Visa teams in regular strategic and planning discussions, cultivate and participate in managing a pipeline of work with issuers, merchants, and co-brand partners
Leads consulting initiatives and contributes to business development by identifying potential opportunities with Issuers, Merchants, and Co-Brand Partners
Develop frameworks, approaches, solutions and recommendations that effectively and efficiently address the most impactful opportunities and challenges, with a particular focus on digital related engagements
Build solutions and actionable insights that will help clients grow and achieve their objective
Partner with peers in other functional areas (e.g., merchant sales and solutions, marketing, sales, risk, innovation) and across global regional teams to execute projects in ways that leverage the breadth and depth of Visa's resources
Produce insights, analyses and recommendations to improve client performance, boost growth, drive understanding of client issues and provide strategic guidance for client priorities across the verticals and segments with a specific focus on digital
Ability to effectively manipulate and analyze large data sets (industry and Visa) to determine meanings insights and recommendations for clients
Build new scalable solutions, toolkits, best practice documents and consulting approach that can be applied across VCA practice
Incumbents applying for the role should be self-motivated, highly energized, detail-oriented individuals who will deliver strategic thought leadership, problem diagnostics and high impact solutions.. Candidates must be able to develop enduring, strategic relationships with internal and external clients and across the Visa organization.
This is an individual contributor role, reporting into a Senior Director within VCA.
This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager.
Qualifications
Basic Qualifications
8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD
Preferred Qualifications
9 or more years of relevant work experience with a Bachelor Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD
Strong analytical skills, with demonstrated intellectual and analytical rigor
Self-motivated, results-oriented individual with the ability to handle numerous projects concurrently
Relevant experience at large management consulting firm or within digital agency
Experience working with financial indicators to measure business performance. Significant focus on impacting ROI
Experience with advanced analytics & coding tools (PowerBI, python, etc)
Experience in developing & utilizing LLM tools to enhance productivity
Knowledge of web analytics & digital measurement tools (Adobe, Google, etc)
Knowledge and understanding of banking operations and payments, including products and services, digital customer experience, marketing initiatives and card acquiring experience
Excellent communication, story-telling, and presentation skills
Technology mindset, curious, up-to-date with digital trends and applications
Additional Information
Work Hours: Varies upon the needs of the department.
Travel Requirements: This position requires travel5-10% of the time.
Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 138,300 to 221,600 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
$107k-138k yearly est. 4d ago
Market Area Manager - Danville, VA
Credit Acceptance 4.5
Virginia Beach, VA jobs
Credit Acceptance is proud to be an award-winning company with local and national workplace recognition in multiple categories! Our world-class culture is shaped by dedicated Team Members who share a drive to succeed as professionals and together as a company. A great product, amazing people and our stable financial history have made us one of the largest used car finance companies nationally.
Our outside sales professionals are on the front line pushing the boundaries of our company growth and revenue generation. We continuously strive to meet our company goals by increasing quality dealer enrollments, building relationships, and consulting with our dealers on how to improve their business. Our sales force is nationwide, and they receive strong support from our many resources at the corporate offices. As an employee-centric organization, we have an intense focus on professional development and continuous improvement that contributes to making this a Great Place to Work!
Outside Sales- Market Area Manager | Dealer Relationships
About this Position:
Market Area Managers work within their assigned geographic territory in the field. Residence within or near this assigned territory is required.
Credit Acceptance offers our team members in the sales department:
Uncapped earning potential with a base salary and uncapped monthly performance-based commission, total compensation depends on the impact you make in your market
Quarterly profit sharing, company phone and computer, plus automobile and mileage allowance
Excellent benefits package beginning day 1 that includes 401(K) match, adoption assistance, tuition reimbursement, comprehensive medical/dental/vision and much more
Progressive career opportunities as demonstrated by our record of promoting internally
Flexibility to set your own schedule and manage your own territory, ideal for self-starters
A dedicated support system including structured and continued training
Work-life balance with generous PTO beginning on day 1
Who We Are Looking For:
We are looking for driven, consultative, and influential sales professionals to continue to lead our market growth. Our ideal candidate exhibits:
Motivation to succeed and achieve goals
Drive to continuously improve oneself and their customers
Demonstrated sales successes with an established track record of achievement and progression
Consultative sales experience through a detailed needs analysis, direct communication and a solutions-based mindset
From B2B to finance, our Market Area Managers come from a variety of backgrounds and industries. While not limited to these titles, some of our most successful Market Area Managers come from the following backgrounds:
Account Managers
Account Executives
District Sales & Sales Managers
Field Sales & Territory Managers
Area ManagersBusiness Development
BusinessManagers
Finance & Insurance (F&I) Managers
Responsibilities:
As a sales representative for Credit Acceptance, you will be provided with continuous training to help you achieve success within your assigned territory. Responsibilities in your area will include:
Prospecting automotive dealerships to enhance business development outcomes
Account management & client services to build a strategic and consultative relationship with customers
Running a territory with entrepreneurial drive and dedication similar to a small business owner
Qualifications:
Minimum travel of 80% in the market
Proven track record of success in a competitive sales environment
Bachelor's degree or equivalent work experience
A valid driver's license, insurance and registration
Occasional overnight travel, less than 10%
Preferred:
Knowledge or experience in auto finance or retail operations of automobile dealerships
Existing relationships with dealers in the defined territory
Targeted Compensation: $111,450 + Monthly Uncapped Commission
INDSAMP
#Zip
#LI-Remote
Benefits
Excellent benefits package that includes 401(K) match, adoption assistance, parental leave, tuition reimbursement, comprehensive medical/ dental/vision and many nonstandard benefits that make us a Great Place to Work
Our Company Values:
To be successful in this role, Team Members need to be:
Positive by maintaining resiliency and focusing on solutions
Respectful by collaborating and actively listening
Insightful by cultivating innovation, accumulating business and role specific knowledge, demonstrating self-awareness and making quality decisions
Direct by effectively communicating and conveying courage
Earnest by taking accountability, applying feedback and effectively planning and priority setting
Expectations:
Remain compliant with our policies processes and legal guidelines
All other duties as assigned
Attendance as required by department
Advice!
We understand that your career search may look different than others. Our hiring team wants to make sure that this would be a fit not just for us, but for you long term. If you are actively looking or starting to explore new opportunities, send us your application!
P.S.
We have great details around our stats, success, history and more. We're proud of our culture and are happy to share why - let's talk!
Required degrees must have been earned at institutions of Higher Education which are accredited by the Council for Higher Education Accreditation or equivalent.
Credit Acceptance is dedicated to providing a safe and inclusive working environment for all. As part of our Culture of Compliance, we are proud to be an Equal Opportunity Employer and value our culturally diverse workforce. All qualified applicants will receive consideration for employment regardless of the person's age, race, color, religion, sex, gender, sexual orientation, gender identity, national origin, veteran or disability status, criminal history, or any other legally protected characteristic.
California Residents: Please click here for the California Consumer Privacy Act (CCPA) notice regarding the personal information Credit Acceptance may collect from you.
Play the video below to learn more about our Company culture.
$24k-33k yearly est. 3d ago
Market Area Manager - Harrisburg North, PA
Credit Acceptance 4.5
Philadelphia, PA jobs
Credit Acceptance is proud to be an award-winning company with local and national workplace recognition in multiple categories! Our world-class culture is shaped by dedicated Team Members who share a drive to succeed as professionals and together as a company. A great product, amazing people and our stable financial history have made us one of the largest used car finance companies nationally.
Our outside sales professionals are on the front line pushing the boundaries of our company growth and revenue generation. We continuously strive to meet our company goals by increasing quality dealer enrollments, building relationships, and consulting with our dealers on how to improve their business. Our sales force is nationwide, and they receive strong support from our many resources at the corporate offices. As an employee-centric organization, we have an intense focus on professional development and continuous improvement that contributes to making this a Great Place to Work!
Outside Sales- Market Area Manager | Dealer Relationships
About this Position:
Market Area Managers work within their assigned geographic territory in the field. Residence within or near this assigned territory is required.
Credit Acceptance offers our team members in the sales department:
Uncapped earning potential with a base salary and uncapped monthly performance-based commission, total compensation depends on the impact you make in your market
Quarterly profit sharing, company phone and computer, plus automobile and mileage allowance
Excellent benefits package beginning day 1 that includes 401(K) match, adoption assistance, tuition reimbursement, comprehensive medical/dental/vision and much more
Progressive career opportunities as demonstrated by our record of promoting internally
Flexibility to set your own schedule and manage your own territory, ideal for self-starters
A dedicated support system including structured and continued training
Work-life balance with generous PTO beginning on day 1
Who We Are Looking For:
We are looking for driven, consultative, and influential sales professionals to continue to lead our market growth. Our ideal candidate exhibits:
Motivation to succeed and achieve goals
Drive to continuously improve oneself and their customers
Demonstrated sales successes with an established track record of achievement and progression
Consultative sales experience through a detailed needs analysis, direct communication and a solutions-based mindset
From B2B to finance, our Market Area Managers come from a variety of backgrounds and industries. While not limited to these titles, some of our most successful Market Area Managers come from the following backgrounds:
Account Managers
Account Executives
District Sales & Sales Managers
Field Sales & Territory Managers
Area ManagersBusiness Development
BusinessManagers
Finance & Insurance (F&I) Managers
Responsibilities:
As a sales representative for Credit Acceptance, you will be provided with continuous training to help you achieve success within your assigned territory. Responsibilities in your area will include:
Prospecting automotive dealerships to enhance business development outcomes
Account management & client services to build a strategic and consultative relationship with customers
Running a territory with entrepreneurial drive and dedication similar to a small business owner
Qualifications:
Minimum travel of 80% in the market
Proven track record of success in a competitive sales environment
Bachelor's degree or equivalent work experience
A valid driver's license, insurance and registration
Occasional overnight travel, less than 10%
Preferred:
Knowledge or experience in auto finance or retail operations of automobile dealerships
Existing relationships with dealers in the defined territory
Targeted Compensation: $111,450 Base Salary + Monthly Uncapped Commission
#LI - Remote
INDSAMP
#zip
Benefits
Excellent benefits package that includes 401(K) match, adoption assistance, parental leave, tuition reimbursement, comprehensive medical/ dental/vision and many nonstandard benefits that make us a Great Place to Work
Our Company Values:
To be successful in this role, Team Members need to be:
Positive by maintaining resiliency and focusing on solutions
Respectful by collaborating and actively listening
Insightful by cultivating innovation, accumulating business and role specific knowledge, demonstrating self-awareness and making quality decisions
Direct by effectively communicating and conveying courage
Earnest by taking accountability, applying feedback and effectively planning and priority setting
Expectations:
Remain compliant with our policies processes and legal guidelines
All other duties as assigned
Attendance as required by department
Advice!
We understand that your career search may look different than others. Our hiring team wants to make sure that this would be a fit not just for us, but for you long term. If you are actively looking or starting to explore new opportunities, send us your application!
P.S.
We have great details around our stats, success, history and more. We're proud of our culture and are happy to share why - let's talk!
Required degrees must have been earned at institutions of Higher Education which are accredited by the Council for Higher Education Accreditation or equivalent.
Credit Acceptance is dedicated to providing a safe and inclusive working environment for all. As part of our Culture of Compliance, we are proud to be an Equal Opportunity Employer and value our culturally diverse workforce. All qualified applicants will receive consideration for employment regardless of the person's age, race, color, religion, sex, gender, sexual orientation, gender identity, national origin, veteran or disability status, criminal history, or any other legally protected characteristic.
California Residents: Please click here for the California Consumer Privacy Act (CCPA) notice regarding the personal information Credit Acceptance may collect from you.
Play the video below to learn more about our Company culture.
$22k-30k yearly est. 3d ago
Innovation Economy Business Manager Vice President
Jpmorgan Chase & Co 4.8
Jersey City, NJ jobs
JobID: 210694537 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $128,250.00-$210,000.00; Chicago,IL $114,000.00-$170,000.00 Join J.P. Morgan's Innovation Economy (IE) BusinessManagement team and help shape the future of commercial banking. As a BusinessManagement Vice President, you will be at the heart of a dynamic, sector-driven group that delivers tailored solutions to clients across 9 complex industries. Our mission is to provide strategic and tactical leverage to business leaders-empowering them to grow their businesses, optimize performance, and achieve organizational goals.
As the Vice President BusinessManager supporting Innovation Economy, you will support execution across five key pillars: Business Insights, Strategic Thought Leadership, Program Management, Partnership, and Business Operations. As a trusted advisor, you'll work directly with Industry Managers (e.g., Head of Tech) and internal stakeholders, fostering partnerships that drive strategic initiatives for the broader Innovation Economy business. If you are intellectually curious, eager to learn, and thrive in a fast-paced environment, we invite you to join our world-class team.
Job Responsibilities
* Lead and support strategic initiatives across the Innovation Economy (e.g., Technology) through active collaboration with other BusinessManagers and the Industry Managers.
* Provide business insights through data-driven trend analysis with effective storytelling, message clarity, and analysis visualization to optimize performance and achieve IE growth objectives.
* Own the development and output of various IE models, including the long-term outlook, individual client personas, and lifetime value estimates.
* Communicate key business metrics and their importance, both financial and non-financial, to support data-driven decision-making.
* Apply strategic thought leadership skills to spearhead initiatives and evaluate potential new opportunities aligned to senior leader priorities.
* Respond promptly to executive requests, delivering high-quality program management, presentation development, and business analysis.
* Collaborate with internal partners to enhance products and streamline processes impacting the sales organization.
* Communicate effectively with key business partners to understand projects and drive next steps through effective project management.
* Identify key business risks and drive resolution of mitigating controls.
Required qualifications, capabilities and skills
* Bachelor's degree in Business, Finance, Economics, or other related area.
* 7+ years of experience in businessmanagement, management consulting, or chief of staff roles.
* Strong analytical skills with the ability to interpret complex data and provide actionable insights.
* Proficiency in software and digital tools such as MS Office (PowerPoint and Excel), analytics automation platforms (e.g., Alteryx), and business intelligence / data visualization tools (e.g., Qlik or Tableau).
* Excellent communication skills, both written and verbal, with the ability to convey complex information clearly.
* Proven experience delivering timely, high-quality presentations and/or reporting for various projects and stakeholders.
* Demonstrated intellectual curiosity and a proactive approach to learning and problem-solving , with a focus on innovative thinking and driving change to achieve strategic goals.
* Proven ability to effectively engage with diverse stakeholder groups, leveraging strong communication skills to inspire collaboration and drive initiatives that achieve strategic objectives.
* Demonstrated capability to navigate and clarify ambiguous requests, effectively managing upward relationships to ensure strategic alignment and structured execution.
* Ability to work independently and collaboratively in a fast-paced environment.
* Strong organizational skills with attention to detail and the ability to manage multiple priorities.
Preferred qualifications
* Experience with the Innovation Economy ecosystem, including Venture Capital or startups across Technology, Life Sciences, and/or Healthcare Services.
* Knowledge of project management methodologies and tools.
* Experience in developing and implementing data infrastructure solutions for businessmanagement, reporting, or intelligence purposes.
* Understanding of financial metrics and performance indicators relevant to commercial banking and the innovation economy.
* Ability to quickly adapt to new technologies and tools in a fast-paced environment.
$128.3k-210k yearly Auto-Apply 35d ago
Business Manager
Ares Corporation 4.8
Greenbelt, MD jobs
Job Description
This position supports the NASA Goddard Space Flight Center (GSFC) Safety and Mission Assurance Services (SMAS), which provides critical support to the GSFC Safety and Mission Assurance (SMA) Directorate. Goddard's SMA Directorate supports GSFC projects by developing safety and mission assurance requirements and performing independent surveillance, audits, reviews, and assessments of design, development, testing, and mission operations activities, both on-site at GSFC and at supplier facilities. Our team delivers independent oversight that helps ensure the safety, reliability, and success of NASA missions from early design through launch and operations.
Position Summary
The BusinessManager is responsible for the overall business and financial management of the SMAS program. This role oversees contract and subcontract administration, financial planning and reporting, project controls, and compliance with Federal and NASA requirements. The BusinessManager partners closely with program leadership, corporate accounting, and subcontractors to ensure accurate financial performance, effective resource planning, and strong business operations across the contract.
Key Responsibilities
Manage all business aspects of the program, including contract and subcontract administration, operating plans, salary planning, and staffing levels.
Assist in the development, maintenance, and execution of the program Operating Plan.
Perform cost and schedule analysis; assess performance against the Operating Plan; and conduct forecasting and budgeting activities.
Conduct Subcontractor Performance Analysis, including financial and schedule performance.
Maintain configuration control over business systems and databases, including task orders, Government charge numbers, and Operating Plan estimates.
Verify timecard data integrity and ensure accurate labor charging.
Prepare and deliver monthly, quarterly, and annual NASA 533 financial reports.
Provide labor hours and Other Direct Costs (ODCs) data in support of Government Contract Compliance Audits.
Compile, analyze, and monitor indirect budgeting data on a monthly basis.
Prepare financial analysis and inputs for Performance-Based Metrics Reports.
Coordinate with corporate accounting and subcontractor accounting teams to resolve financial, accounting, invoicing, and task-to-charge reconciliation issues.
Establish and maintain contract, subcontract, and Contract Data Requirements List (CDRL) files.
Initiate, manage, and administer subcontracts and major purchase orders.
Track and maintain configuration control for Semi-Annual Forecast Letters, Service Orders, Work Breakdown Structures (WBS), contract and subcontract modifications, and funding allocations.
Establish, manage, and track travel, training, and ODC budgets.
Develop special financial and management reports to support leadership decision-making, as required.
Support the development, implementation, and administration of human resources programs, policies, and processes designed to attract, retain, and reward employees.
Provide administrative management support for the Collective Bargaining Agreement (CBA), as applicable.
Required Education and Training
Bachelor's degree (BA or BS), preferably in Finance, Accounting, Economics, Mathematics, BusinessManagement, or a related field.
Required Experience
Minimum of 10 years of experience in Project Controls, Contracts Administration, BusinessManagement, Financial Management, and/or Earned Value Management (EVM).
Experience with comparable business and financial processes supporting government contracts.
Additional Requirements
Working knowledge of the Federal Acquisition Regulation (FAR) and the NASA FAR Supplement (NFS).
Experience preparing and delivering NASA 533 Financial Reports.
Ability to work effectively with Government, corporate, and subcontractor stakeholders.
ARES Benefits:
ARES offers a competitive compensation and benefit package. Full time employees may participate in:
Medical Insurance
Dental Insurance
Vision Insurance
HSA/FSA Accounts
Life & Disability Insurance
Critical Illness & Accident Insurance
ESOP
401(k) Plan
Paid Time Off & Holidays
ARES is an equal opportunity employer and complies with E-Verify. We believe in hiring a diverse workforce and fostering an inclusive culture. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law. ARES shall abide by the requirements of 41 CFR 601.4(a), 60-300.5(a) and 60-741.5(a).
$104k-153k yearly est. 16d ago
Business Manager
Ares Corporation 4.8
Greenbelt, MD jobs
This position supports the NASA Goddard Space Flight Center (GSFC) Safety and Mission Assurance Services (SMAS), which provides critical support to the GSFC Safety and Mission Assurance (SMA) Directorate. Goddard's SMA Directorate supports GSFC projects by developing safety and mission assurance requirements and performing independent surveillance, audits, reviews, and assessments of design, development, testing, and mission operations activities, both on-site at GSFC and at supplier facilities. Our team delivers independent oversight that helps ensure the safety, reliability, and success of NASA missions from early design through launch and operations.
Position Summary
The BusinessManager is responsible for the overall business and financial management of the SMAS program. This role oversees contract and subcontract administration, financial planning and reporting, project controls, and compliance with Federal and NASA requirements. The BusinessManager partners closely with program leadership, corporate accounting, and subcontractors to ensure accurate financial performance, effective resource planning, and strong business operations across the contract.
Key Responsibilities
Manage all business aspects of the program, including contract and subcontract administration, operating plans, salary planning, and staffing levels.
Assist in the development, maintenance, and execution of the program Operating Plan.
Perform cost and schedule analysis; assess performance against the Operating Plan; and conduct forecasting and budgeting activities.
Conduct Subcontractor Performance Analysis, including financial and schedule performance.
Maintain configuration control over business systems and databases, including task orders, Government charge numbers, and Operating Plan estimates.
Verify timecard data integrity and ensure accurate labor charging.
Prepare and deliver monthly, quarterly, and annual NASA 533 financial reports.
Provide labor hours and Other Direct Costs (ODCs) data in support of Government Contract Compliance Audits.
Compile, analyze, and monitor indirect budgeting data on a monthly basis.
Prepare financial analysis and inputs for Performance-Based Metrics Reports.
Coordinate with corporate accounting and subcontractor accounting teams to resolve financial, accounting, invoicing, and task-to-charge reconciliation issues.
Establish and maintain contract, subcontract, and Contract Data Requirements List (CDRL) files.
Initiate, manage, and administer subcontracts and major purchase orders.
Track and maintain configuration control for Semi-Annual Forecast Letters, Service Orders, Work Breakdown Structures (WBS), contract and subcontract modifications, and funding allocations.
Establish, manage, and track travel, training, and ODC budgets.
Develop special financial and management reports to support leadership decision-making, as required.
Support the development, implementation, and administration of human resources programs, policies, and processes designed to attract, retain, and reward employees.
Provide administrative management support for the Collective Bargaining Agreement (CBA), as applicable.
Required Education and Training
Bachelor's degree (BA or BS), preferably in Finance, Accounting, Economics, Mathematics, BusinessManagement, or a related field.
Required Experience
Minimum of 10 years of experience in Project Controls, Contracts Administration, BusinessManagement, Financial Management, and/or Earned Value Management (EVM).
Experience with comparable business and financial processes supporting government contracts.
Additional Requirements
Working knowledge of the Federal Acquisition Regulation (FAR) and the NASA FAR Supplement (NFS).
Experience preparing and delivering NASA 533 Financial Reports.
Ability to work effectively with Government, corporate, and subcontractor stakeholders.
ARES Benefits:
ARES offers a competitive compensation and benefit package. Full time employees may participate in:
Medical Insurance
Dental Insurance
Vision Insurance
HSA/FSA Accounts
Life & Disability Insurance
Critical Illness & Accident Insurance
ESOP
401(k) Plan
Paid Time Off & Holidays
ARES is an equal opportunity employer and complies with E-Verify. We believe in hiring a diverse workforce and fostering an inclusive culture. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law. ARES shall abide by the requirements of 41 CFR 601.4(a), 60-300.5(a) and 60-741.5(a).
$104k-153k yearly est. Auto-Apply 15d ago
Innovation Economy Business Manager Vice President
Jpmorganchase 4.8
Jersey City, NJ jobs
Join J.P. Morgan's Innovation Economy (IE) BusinessManagement team and help shape the future of commercial banking. As a BusinessManagement Vice President, you will be at the heart of a dynamic, sector-driven group that delivers tailored solutions to clients across 9 complex industries. Our mission is to provide strategic and tactical leverage to business leaders-empowering them to grow their businesses, optimize performance, and achieve organizational goals.
As the Vice President BusinessManager supporting Innovation Economy, you will support execution across five key pillars: Business Insights, Strategic Thought Leadership, Program Management, Partnership, and Business Operations. As a trusted advisor, you'll work directly with Industry Managers (e.g., Head of Tech) and internal stakeholders, fostering partnerships that drive strategic initiatives for the broader Innovation Economy business. If you are intellectually curious, eager to learn, and thrive in a fast-paced environment, we invite you to join our world-class team.
Job Responsibilities
Lead and support strategic initiatives across the Innovation Economy (e.g., Technology) through active collaboration with other BusinessManagers and the Industry Managers.
Provide business insights through data-driven trend analysis with effective storytelling, message clarity, and analysis visualization to optimize performance and achieve IE growth objectives.
Own the development and output of various IE models, including the long-term outlook, individual client personas, and lifetime value estimates.
Communicate key business metrics and their importance, both financial and non-financial, to support data-driven decision-making.
Apply strategic thought leadership skills to spearhead initiatives and evaluate potential new opportunities aligned to senior leader priorities.
Respond promptly to executive requests, delivering high-quality program management, presentation development, and business analysis.
Collaborate with internal partners to enhance products and streamline processes impacting the sales organization.
Communicate effectively with key business partners to understand projects and drive next steps through effective project management.
Identify key business risks and drive resolution of mitigating controls.
Required qualifications, capabilities and skills
Bachelor's degree in Business, Finance, Economics, or other related area.
7+ years of experience in businessmanagement, management consulting, or chief of staff roles.
Strong analytical skills with the ability to interpret complex data and provide actionable insights.
Proficiency in software and digital tools such as MS Office (PowerPoint and Excel), analytics automation platforms (e.g., Alteryx), and business intelligence / data visualization tools (e.g., Qlik or Tableau).
Excellent communication skills, both written and verbal, with the ability to convey complex information clearly.
Proven experience delivering timely, high-quality presentations and/or reporting for various projects and stakeholders.
Demonstrated intellectual curiosity and a proactive approach to learning and problem-solving , with a focus on innovative thinking and driving change to achieve strategic goals.
Proven ability to effectively engage with diverse stakeholder groups, leveraging strong communication skills to inspire collaboration and drive initiatives that achieve strategic objectives.
Demonstrated capability to navigate and clarify ambiguous requests, effectively managing upward relationships to ensure strategic alignment and structured execution.
Ability to work independently and collaboratively in a fast-paced environment.
Strong organizational skills with attention to detail and the ability to manage multiple priorities.
Preferred qualifications
Experience with the Innovation Economy ecosystem, including Venture Capital or startups across Technology, Life Sciences, and/or Healthcare Services.
Knowledge of project management methodologies and tools.
Experience in developing and implementing data infrastructure solutions for businessmanagement, reporting, or intelligence purposes.
Understanding of financial metrics and performance indicators relevant to commercial banking and the innovation economy.
Ability to quickly adapt to new technologies and tools in a fast-paced environment.
$137k-175k yearly est. Auto-Apply 35d ago
Manager - Tax & Small Business
Belfint Lyons Shuman 3.3
Wilmington, DE jobs
Full-time Description
BLS, one of the largest and most established certified public accounting firms in Delaware, is seeking professionals with experience and advanced technical skills managing multiple tax and accounting client engagements, including scheduling, staffing, coordinating workflow and consistently achieving profitability goals. Examples of work assignments include reviewing workpapers and tax returns and developing new business.
BLS is a Seventeen-Time Winner of the News Journal's Top Workplaces Award and an independent member firm of PrimeGlobal, one of the most expansive associations of independent accounting firms in the world. We offer opportunities for growth and a diverse workload with flexible hours, competitive salary, excellent benefits, state-of-the-art technology and continued training. Travel is limited, and compensation will be comparable to experience and qualifications.
Requirements
· Maintaining contact with clients and possessing a thorough knowledge of the client and client's business
· Preparing or performing technical tax review of tax returns of any complexity
· Demonstrating an ability to supervise and prioritize simultaneous engagements, including appropriate delegation of duties
· Reviewing changes in work performed from prior years, considering changes in client's accounting procedures and making adjustments to comply with changes in tax laws or accounting pronouncements
· Resolving accounting problems and tax issues
· Preparing invoices to clients and communicating details of fees
· Reviewing staff qualifications and assignments for appropriateness
· Mentoring and developing new staff on assignments
Other qualifications include:
· Bachelor's degree in Accounting or other business-related degree with an emphasis in accounting
· 7-9 years public accounting experience in a tax environment, including solid knowledge of current standards and principles
· CPA certification
· Demonstrated skills in managing numerous engagements simultaneously
· Working knowledge of small business tax compliance
· Ability to work independently
· Proficient in MS Office Suite, tax software (CCHAxcess
preferred
), trial balance software (Thomson Reuters Engagement Manager
preferred
), and other electronic practice management, document management, workflow, and portal tools
·
Familiarity with international, multistate, estates & trusts, or high net worth individuals, a plus
Hybrid Schedule Available
Only applicants of interest will be contacted.
$104k-138k yearly est. 60d+ ago
Assistant Business Manager
Drexel 4.0
Philadelphia, PA jobs
The Department of Community Health and Prevention (CHP) here at the Dornsife School of Public Health, Drexel University invites applicants for the Assistant BusinessManager. This position will report to the Department Administrator and will assist with the financial, research and general administration of the Department of Community Health and Prevention.
Essential Functions
Financial Responsibilities - Department
Responsible for grant management of a large financial portfolio
Assist with Award Management by performing monthly reconciliations in accordance with established standard operating procedures to effectively monitor each award's financial activities.
Prepares financial and labor documents, journal entries transaction reporting.
Tracks subaward invoice processing, and sponsor payments/accounts receivable, process gift card purchase requests, travel reimbursements, speaker agreements, limited engagement request, etc.
Assists with quarterly effort reports including tracking completion of certifications. Assist with report preparation and submission to sponsors.
Assist with the University's Contracting process including communicating with central units (Office of General Counsel, Office of Research and Innovation-Contracts, Office of Tax Compliance, Risk Management, Procurement, Accounts Payable) to initiate forms and documents for review and negotiation, and to ensure timely processing of contract execution.
Administrative Responsibilities
Help staff department front office, serve as point of contact for visitors at a minimum of 3 days per week.
Serve as departmental super user and point of contact for CONCUR travel and expense system including training faculty and staff on Concur request & expense reconciliation.
Serve as departmental super user and point of contact for Sap Ariba purchasing system including training and requesting access for faculty and staff users.
Assist with Bi-weekly payroll
Assist with processing payroll resolution forms and point of contact to central offices, including Procurement, Human Resources, Comptroller's Office, Payroll, etc.
Manage events logistics on site, ensuring table/chair set up, audiovisual set up, food delivery and set up, recording, and overseeing breakdown/cleanup of events.
Perform other duties as requested.
Required Qualifications
Minimum of a Bachelor's Degree in Business administration
Minimum of 2 years of experience.
At least two years' administrative support experience.
Strong written and verbal communication skills and the ability to maintain multiple assignments in process at once.
Proficiency in using computer software programs including MS Office365 and Adobe DC.
Physical Demands
Typically sitting at a desk/table
Typically standing, walking
Lifting demands ≤ 25lbs
Location
University City - Philadelphia, PA
Additional Information
This is a Full-Time temporary position classified as Non-Exempt. The offered pay is based on the successful candidate's qualifications and experience, department budget, and an internal equity review.
For information about benefits, please review Drexel's Per Diem/Casual/Temporary Benefit Fact Sheet.
Special Instructions to the Applicant
Please make sure you upload your CV/resume and cover letter when submitting your application.
A review of applicants will begin once a suitable candidate pool is identified.
$56k-86k yearly est. 48d ago
Business Center Assistant Manager
PNC Financial Services Group, Inc. 4.4
Bel Air, MD jobs
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a BusinessCenter Assistant Manager within PNC's retail organization, you will be based in BEL AIR, MD, at the Bel Air South branch.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Accountable for the operational soundness of the branch and team, specifically the maintenance of security procedures, ensuring audit controls are followed and the support and adherence to compliance and regulatory guidelines. Manages service and operational aspects of a Branch & BusinessCenter branch. Builds a high performing team through the attraction, on-boarding, coaching and development of branch team members. Leads through influence and impacts a broad range of eco-system partners in an omni channel environment. Drives revenue and loyalty through proactive interactions with clients.
* Influences a range of eco-system partners in an omni channel environment. Manages, coaches and executes a proactive client experience within an omni channel environment. Provides solutions and advice to improve client financial well-being. Leads effective problem resolution.
* Fosters a positive working environment that facilitates exceptional service and expanding profitable customer relationships. Grows branch revenue through acquisition and share-of-wallet growth of consumer and business households. Consistently inspects, supports and coaches the branded sales process to proactively achieve sales targets and customer loyalty.
* Drives the employee engagement experience. Responsible for acquiring and retaining talent through the training, coaching and development of employees with a focus on bank protocol, operational processes, policies and procedures. Coaches employees to achieve performance and activity expectations. Leads the performance management process for direct reports.
* Responsible for the Branch & BusinessCenter risk process through proper oversight and adherence to regulatory, security and audit requirements. Trains and coaches team members with operational/risk activities and monitors adherence to policies and procedures. Exercises sound decision making to identify and mitigate potential risk. Manages operational, human capital, reputational and business risk through adherence to established policies and procedures.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:
* Include Intentionally - Cultivates diverse teams and inclusive workplaces to expand thinking.
* Live the Values - Role models our values with transparency and courage.
* Enable Change - Takes action to drive change and innovation that will transform our business.
* Achieve Results - Takes personal ownership to deliver results. Empowers and trusts others in decision making.
* Develop the Best - Raises the bar with every talent decision and guides the achievement of all employees and customers.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Accountability, Banking, Client Counseling, Customer Experience (CX), Customer Loyalty, Decision Making, People Management, Proactive Behavior, Results-Oriented
Competencies
Branch Banking Services, Decision Making and Critical Thinking, Digital Awareness, Effective Communications, Managing Multiple Priorities, Sales Management, Selling.
Work Experience
Roles at this level typically do not require a university / college degree, but do require related experience or product knowledge to accomplish primary duties. Typically requires 3+ years of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Associates
Certifications
No Required Certification(s)
Licenses
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
Pay Transparency
Base Salary: $60,500.00 - $82,500.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
Generally, this opening is expected to be posted for two business days from 11/26/2025, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$60.5k-82.5k yearly 58d ago
Manager, Finance Business Partner
Mastercard 4.7
Bogota, NJ jobs
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
Manager, Finance Business Partner
Overview
Mastercard's Technology (TECH) Business Unit operates the company's integrated global payments processing network. TECH uses its expertise to make payments safe, simple, and smart. TECH Finance team strives to provide accurate financial and operational data to our business partners to enable sound financial decision making.
The Finance Business Partner is responsible for providing financial guidance and support to our business partners, reporting, planning including budget & forecast, and ad-hoc analysis. Key to prospering in this role are the abilities to interpret data, devise strategic plans, assume leadership, and cultivate connections with colleagues across the global Mastercard network. Duties include managing all facets of the routine financial tasks such as facilitating the monthly close, preparing annual budgets and routine forecasts, conducting financial analyses, identifying financial variances, as well as highlighting potential opportunities and risks.
Role
* Manage all aspects of the day-to-day financial responsibilities such as monthly close, annual budget/regular forecast, financial reporting, variance analysis, opportunities and risks.
* Manage, develop and create standardized financial reporting packages that will help drive and support the business and create valuable insights for management to support decisions.
* Assist with strategy and process improvements related to budgeting, forecasting, systems and other key areas to ensure alignment with market objectives; proactively identify ways to improve processes and execute agreed upon improvements
* Investigate and create opportunities for automation and more efficient methods of report creation and delivery anticipating needs of internal customers, members and other stakeholders
* Identify, analyze, and communicate trends and issues affecting the business, including addressing ad hoc financial queries or analysis, and assist to formulate and drive mitigation plans
* Represent Finance as a key stakeholder in various management meetings
* Support financial reporting process for all major localization initiatives
* Check and maintain the integrity of financial models and add improvements where possible.
* Build and maintain tools and reports; may serve as a go-to resource for financial technology (e.g.. Hyperion, Oracle)
All About You
* Master's in Finance or CPA preferred
* Excellent finance skills including modelling/business case development and scenario analysis, budget, planning and forecast experience
* Strong experience of expense forecasting and variance analysis; experience of Technology expense forecasting is a plus
* Ability to translate complex information into simple parts
* Demonstrates strong self-awareness, keenness to learn and a strategic mindset. Open to different approaches and ideas and willing to challenge status quo to drive new business initiatives.
* Ability to perform successfully in a fast paced, rapidly changing environment and manage multiple priorities and assignments concurrently
* Strong communicator with experience working with colleagues from other business units and markets
* Experience creating and delivering presentations for internal learning, training events and/or business discussions
* Strong sense of urgency; excels in a deadline driven work environment
* Strong skills in Hyperion, Excel and PowerPoint required
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.
$107k-139k yearly est. Auto-Apply 6d ago
Business Manager
Bank of America 4.7
Princeton, NJ jobs
Princeton, New Jersey **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************
**:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
The BusinessManager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple metrics and priorities across the teams business plan and goal deliverables. Helps manage the teams business plan and practice financials. Tracks progress with quantifiable business and activity goals and ensures team daily activities aligns with practice metrics, goals and objectives. Coordinates team assignments, projects and key initiatives, and ensures execution of teams client service strategy. Requires a thorough knowledge of the Merrill Lynch Wealth Managementbusiness functional area and products. Requires a working knowledge of general bank policies, programs and procedures and financial/accounting practices. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Required Qualifications:**
+ Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
+ SAFE Act Registration; ADV-2B Required
+ Obtain and/or maintain at least one firm approved designation
+ Strong leadership abilities, communication and delegation skills
+ Understanding of how to deliver a strong overall client experience
+ Thorough knowledge and understanding of the suite of Wealth Management products and services
+ Proven ability to manage risk and make sound decisions by having a deep understanding of industry regulations, supervisory requirements and policies/procedures
+ Strong analytical skills with ability to identify trends, root cause and effects and implement improved processes to increase growth and mitigate risk
+ Ability to influence and demonstrate strong and effective leadership through clear communication and collaboration with other partners to make sound decisions with courage and conviction; demonstrated ability to influence to the desired outcome, without direct authority
**Skills:**
+ Administrative Services
+ Customer Experience Improvement
+ Project Management
+ Sales Performance Management
+ Strategy Planning and Development
+ Business Acumen
+ Business Analytics
+ Candidate Screening
+ Coaching
+ Continuous Improvement
+ Account Management
+ Process Simplification
+ Reporting
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$125k-157k yearly est. 15d ago
Business Manager
Bank of America Corporation 4.7
Princeton, NJ jobs
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
The BusinessManager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple metrics and priorities across the teams business plan and goal deliverables. Helps manage the teams business plan and practice financials. Tracks progress with quantifiable business and activity goals and ensures team daily activities aligns with practice metrics, goals and objectives. Coordinates team assignments, projects and key initiatives, and ensures execution of teams client service strategy. Requires a thorough knowledge of the Merrill Lynch Wealth Managementbusiness functional area and products. Requires a working knowledge of general bank policies, programs and procedures and financial/accounting practices. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Required Qualifications:
* Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
* SAFE Act Registration; ADV-2B Required
* Obtain and/or maintain at least one firm approved designation
* Strong leadership abilities, communication and delegation skills
* Understanding of how to deliver a strong overall client experience
* Thorough knowledge and understanding of the suite of Wealth Management products and services
* Proven ability to manage risk and make sound decisions by having a deep understanding of industry regulations, supervisory requirements and policies/procedures
* Strong analytical skills with ability to identify trends, root cause and effects and implement improved processes to increase growth and mitigate risk
* Ability to influence and demonstrate strong and effective leadership through clear communication and collaboration with other partners to make sound decisions with courage and conviction; demonstrated ability to influence to the desired outcome, without direct authority
Skills:
* Administrative Services
* Customer Experience Improvement
* Project Management
* Sales Performance Management
* Strategy Planning and Development
* Business Acumen
* Business Analytics
* Candidate Screening
* Coaching
* Continuous Improvement
* Account Management
* Process Simplification
* Reporting
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$125k-157k yearly est. 15d ago
Business Governance Manager
Bank of America 4.7
Pennington, NJ jobs
Pennington, New Jersey;New York, New York; Jersey City, New Jersey; Boston, Massachusetts; Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.**
Acknowledge (**************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
In conjunction with other senior management, implements and monitors operational risk management policies, procedures, standards, and program with enterprise-wide impact such as Regulatory, and/or special projects for one or more departments or functions within a business group. Applies knowledge and expertise to influence businessmanagers and peers to ensure enforcement of risk/regulatory programs, balancing business strategy with appropriate risk management controls. Communicates and interacts with regulatory agencies, external consultants, and other internal risk management groups within area of responsibility. Requires knowledge of retirement products and regulations. May manage other associates.
This is a Contracts Manager/Contracts Negotiator position. The individual in this role will be responsible for reviewing and negotiating client service agreements and related documents, liaising with Legal, Product, Sales and other internal teams to respond to contract issues or changes, managing client contract related projects, and performing ongoing internal compliance procedures and routines. This role supports the Workplace Benefits Institutional Retirement products - primarily the plan recordkeeping and related services for Proprietary Defined Contribution, Equity compensation, Non-Qualified Deferred Compensation and Health Benefit Solutions.
**Responsibilities:**
+ Reviewing and negotiating business contracts/service agreements within set parameters
+ Working with legal, business and other teams to balance the interests of protecting the firm while finalizing terms with clients in a timely and professional manner
+ Monitoring and tracking assigned requests to ensure that all defined deadlines are met and to help with reporting requirements
+ Preparing timely and accurate documentation of negotiated provisions
+ Managing contract related projects as well as the contracting process and ongoing compliance routines
**Requirements:**
+ Minimum 2-3 years' experience with reviewing/negotiating business contracts
+ Must possess a proven ability to maintain and develop strategic business relationships
+ Superior verbal and written communication skills
+ Ability to clearly and concisely communicate to all levels of Sales, Legal, Risk, and Retirement Management
+ Ability to adapt to a fast paced, changing environment
+ Demonstrated excellent organizational, prioritization, and multi-tasking skills
**Desired:**
+ Formal legal or paralegal training strongly preferred
+ Experience relating to retirement or benefit plans or health benefit solutions strongly preferred
+ Bachelor's degree preferred
**Skills:**
+ Attention to Detail
+ Controls Management
+ Innovative Thinking
+ Policies, Procedures, and Guidelines Management
+ Risk Management
+ Business Process Analysis
+ Decision Making
+ Issue Management
+ Problem Solving
+ Written Communications
+ Data Visualization
+ Measurement Effectiveness
+ Process Management
+ Process Mapping
+ Project Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
For internal employees; participation in a work from home posture does not make you ineligible to post
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$125k-157k yearly est. 8d ago
Business Governance Manager
Bank of America Corporation 4.7
Pennington, NJ jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
In conjunction with other senior management, implements and monitors operational risk management policies, procedures, standards, and program with enterprise-wide impact such as Regulatory, and/or special projects for one or more departments or functions within a business group. Applies knowledge and expertise to influence businessmanagers and peers to ensure enforcement of risk/regulatory programs, balancing business strategy with appropriate risk management controls. Communicates and interacts with regulatory agencies, external consultants, and other internal risk management groups within area of responsibility. Requires knowledge of retirement products and regulations. May manage other associates.
This is a Contracts Manager/Contracts Negotiator position. The individual in this role will be responsible for reviewing and negotiating client service agreements and related documents, liaising with Legal, Product, Sales and other internal teams to respond to contract issues or changes, managing client contract related projects, and performing ongoing internal compliance procedures and routines. This role supports the Workplace Benefits Institutional Retirement products - primarily the plan recordkeeping and related services for Proprietary Defined Contribution, Equity compensation, Non-Qualified Deferred Compensation and Health Benefit Solutions.
Responsibilities:
* Reviewing and negotiating business contracts/service agreements within set parameters
* Working with legal, business and other teams to balance the interests of protecting the firm while finalizing terms with clients in a timely and professional manner
* Monitoring and tracking assigned requests to ensure that all defined deadlines are met and to help with reporting requirements
* Preparing timely and accurate documentation of negotiated provisions
* Managing contract related projects as well as the contracting process and ongoing compliance routines
Requirements:
* Minimum 2-3 years' experience with reviewing/negotiating business contracts
* Must possess a proven ability to maintain and develop strategic business relationships
* Superior verbal and written communication skills
* Ability to clearly and concisely communicate to all levels of Sales, Legal, Risk, and Retirement Management
* Ability to adapt to a fast paced, changing environment
* Demonstrated excellent organizational, prioritization, and multi-tasking skills
Desired:
* Formal legal or paralegal training strongly preferred
* Experience relating to retirement or benefit plans or health benefit solutions strongly preferred
* Bachelor's degree preferred
Skills:
* Attention to Detail
* Controls Management
* Innovative Thinking
* Policies, Procedures, and Guidelines Management
* Risk Management
* Business Process Analysis
* Decision Making
* Issue Management
* Problem Solving
* Written Communications
* Data Visualization
* Measurement Effectiveness
* Process Management
* Process Mapping
* Project Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
For internal employees; participation in a work from home posture does not make you ineligible to post
Shift:
1st shift (United States of America)
Hours Per Week:
40
$125k-157k yearly est. 8d ago
Business Governance Manager
Bank of America 4.7
Jersey City, NJ jobs
Pennington, New Jersey;New York, New York; Jersey City, New Jersey; Boston, Massachusetts; Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.**
Acknowledge (**************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
In conjunction with other senior management, implements and monitors operational risk management policies, procedures, standards, and program with enterprise-wide impact such as Regulatory, and/or special projects for one or more departments or functions within a business group. Applies knowledge and expertise to influence businessmanagers and peers to ensure enforcement of risk/regulatory programs, balancing business strategy with appropriate risk management controls. Communicates and interacts with regulatory agencies, external consultants, and other internal risk management groups within area of responsibility. Requires knowledge of retirement products and regulations. May manage other associates.
This is a Contracts Manager/Contracts Negotiator position. The individual in this role will be responsible for reviewing and negotiating client service agreements and related documents, liaising with Legal, Product, Sales and other internal teams to respond to contract issues or changes, managing client contract related projects, and performing ongoing internal compliance procedures and routines. This role supports the Workplace Benefits Institutional Retirement products - primarily the plan recordkeeping and related services for Proprietary Defined Contribution, Equity compensation, Non-Qualified Deferred Compensation and Health Benefit Solutions.
**Responsibilities:**
+ Reviewing and negotiating business contracts/service agreements within set parameters
+ Working with legal, business and other teams to balance the interests of protecting the firm while finalizing terms with clients in a timely and professional manner
+ Monitoring and tracking assigned requests to ensure that all defined deadlines are met and to help with reporting requirements
+ Preparing timely and accurate documentation of negotiated provisions
+ Managing contract related projects as well as the contracting process and ongoing compliance routines
**Requirements:**
+ Minimum 2-3 years' experience with reviewing/negotiating business contracts
+ Must possess a proven ability to maintain and develop strategic business relationships
+ Superior verbal and written communication skills
+ Ability to clearly and concisely communicate to all levels of Sales, Legal, Risk, and Retirement Management
+ Ability to adapt to a fast paced, changing environment
+ Demonstrated excellent organizational, prioritization, and multi-tasking skills
**Desired:**
+ Formal legal or paralegal training strongly preferred
+ Experience relating to retirement or benefit plans or health benefit solutions strongly preferred
+ Bachelor's degree preferred
**Skills:**
+ Attention to Detail
+ Controls Management
+ Innovative Thinking
+ Policies, Procedures, and Guidelines Management
+ Risk Management
+ Business Process Analysis
+ Decision Making
+ Issue Management
+ Problem Solving
+ Written Communications
+ Data Visualization
+ Measurement Effectiveness
+ Process Management
+ Process Mapping
+ Project Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
For internal employees; participation in a work from home posture does not make you ineligible to post
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$125k-158k yearly est. 8d ago
Business Governance Manager
Bank of America Corporation 4.7
Jersey City, NJ jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
In conjunction with other senior management, implements and monitors operational risk management policies, procedures, standards, and program with enterprise-wide impact such as Regulatory, and/or special projects for one or more departments or functions within a business group. Applies knowledge and expertise to influence businessmanagers and peers to ensure enforcement of risk/regulatory programs, balancing business strategy with appropriate risk management controls. Communicates and interacts with regulatory agencies, external consultants, and other internal risk management groups within area of responsibility. Requires knowledge of retirement products and regulations. May manage other associates.
This is a Contracts Manager/Contracts Negotiator position. The individual in this role will be responsible for reviewing and negotiating client service agreements and related documents, liaising with Legal, Product, Sales and other internal teams to respond to contract issues or changes, managing client contract related projects, and performing ongoing internal compliance procedures and routines. This role supports the Workplace Benefits Institutional Retirement products - primarily the plan recordkeeping and related services for Proprietary Defined Contribution, Equity compensation, Non-Qualified Deferred Compensation and Health Benefit Solutions.
Responsibilities:
* Reviewing and negotiating business contracts/service agreements within set parameters
* Working with legal, business and other teams to balance the interests of protecting the firm while finalizing terms with clients in a timely and professional manner
* Monitoring and tracking assigned requests to ensure that all defined deadlines are met and to help with reporting requirements
* Preparing timely and accurate documentation of negotiated provisions
* Managing contract related projects as well as the contracting process and ongoing compliance routines
Requirements:
* Minimum 2-3 years' experience with reviewing/negotiating business contracts
* Must possess a proven ability to maintain and develop strategic business relationships
* Superior verbal and written communication skills
* Ability to clearly and concisely communicate to all levels of Sales, Legal, Risk, and Retirement Management
* Ability to adapt to a fast paced, changing environment
* Demonstrated excellent organizational, prioritization, and multi-tasking skills
Desired:
* Formal legal or paralegal training strongly preferred
* Experience relating to retirement or benefit plans or health benefit solutions strongly preferred
* Bachelor's degree preferred
Skills:
* Attention to Detail
* Controls Management
* Innovative Thinking
* Policies, Procedures, and Guidelines Management
* Risk Management
* Business Process Analysis
* Decision Making
* Issue Management
* Problem Solving
* Written Communications
* Data Visualization
* Measurement Effectiveness
* Process Management
* Process Mapping
* Project Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
For internal employees; participation in a work from home posture does not make you ineligible to post
Shift:
1st shift (United States of America)
Hours Per Week:
40
$125k-158k yearly est. 8d ago
Compliance Business Oversight Manager
TD Bank 4.5
Mount Laurel, NJ jobs
Mount Laurel, New Jersey, United States of America **Hours:** 40 **Pay Details:** $91,000 - $145,600 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Compliance
**Job Description:**
**Department Overview:**
**Why Work with Us?**
At TD Bank US Compliance, we're on a mission to build a more resilient and scalable compliance risk management function. As part of our team, you'll play a key role in reshaping compliance structures and processes, driving innovation at every level. Here, each team member has a chance to make a tangible impact - both in day-to-day operations and in the design of a future-focused compliance program. This not just about implementing a new program - it's about creating a culture of compliance that will cascade throughout the organization.
**The Ideal Candidate**
The ideal candidate will thrive in a fast-paced, start-up-like setting as we build a new compliance structure that aligns with the bank's size, complexity, and risk profile. In this role, you'll need to be strategic, tactical, collaborative and creative in your approach. You will manage day-to-day operations while also helping design and implement a forward-thinking compliance program for the future.
Beyond technical expertise, we're looking for someone with an entrepreneurial mindset-someone who can "roll up their sleeves", takes the initiative and can anticipate needs before they arise. A comfort level with ambiguity and the ability to excel in a dynamic, evolving landscape are essential as the US Compliance team redefines the bank's compliance program and structure.
Most importantly, the right candidate is seeking an intellectual challenge, has a desire to learn, and is committed to building something impactful from the ground up. At TD Bank, you'll have the unique opportunity to help shape the future of the bank while collaborating with a team of enthusiastic colleagues dedicated to setting new industry standards.
**U.S. Wealth is a fully integrated wealth managementbusiness that provides products and services (designed for High-Net-Worth, Institutional and Mass Affluent clients of TD Bank, N.A. encompassing banking, custom credit, asset management, securities, investment advisory and insurance) through multiple legal entities (TD Bank N.A., TD Private Client Wealth LLC and TD Wealth Management Services Inc) with independent and complex regulatory regimes.** **The Financial Advisors, Relationship Managers, and Investment Advisors who are part of the client-facing Distribution teams are both** **securities-registered** **and insurance-licensed. Additionally, the Trust Advisors support both personal and corporate trust. The Wealth Mortgage Lending Officers (WMLO) and the Wealth Lending Advisors (WLA) who support the lending activities of Wealth Banking.**
**As a member of the US Wealth Compliance Department, the Compliance Business Oversight Manager will:**
+ **Ensure ongoing compliance with the Investment Company Act of 1940, FINRA, SEC rules, and other applicable state and federal securities laws**
+ **Assist in regulatory requests and exams, and help manage responses to State, FINRA, and SEC inquiries**
+ **Help mitigate risk and ensure the firm meets regulatory obligations**
+ **Assist in the development, implementation, and maintenance of the firm's compliance policies and procedures**
+ **Partner with operations, technology, and business teams to ensure regulatory compliance**
+ **Develop and prepare compliance reports on risks and trends**
+ **Serve as a compliance resource across the firm and represent the department on cross-functional meetings, initiatives, forums and committees**
+ **Identify departmental risks and contribute to strategic planning**
+ **Oversee business case initiatives and compliance-related technology requests**
+ **Provide training to the field on various regulatory topics, including onboarding new hire training**
+ **Delivers relevant subject matter expertise and Compliance advice to businessmanagement**
+ **Monitor changes in applicable laws and regulations and advise senior management on potential impacts and required actions**
+ **Conduct periodic compliance testing, surveillance, and risk assessments in line with the firm's compliance program**
+ **Provide backup support to other areas of the US Wealth Compliance team**
+ **Participate in other initiatives as needed**
**Job Summary:**
The **Compliance Administration Oversight & Reporting Manager** ensures regulatory adherence and risk management within our bank. This role oversees compliance monitoring, reporting, and governance processes, collaborating with cross-functional teams to enhance transparency and decision-making. A strong background in regulatory compliance management, risk, or audit within the banking sector and ability to thrive in a dynamic environment is critical to this role.
**Depth & Scope:**
+ Works independently and is accountable for managing a specialized Compliance function or area
+ Provides comprehensive coverage for a significant business or functional area across all legal entities and jurisdictions where TD operates
+ Provides advanced analysis and/or specialized reporting to support business partners, functional areas or centers of expertise
+ Provides guidance and support to analysts on matters related to portfolio and specialty
+ Typically a subject matter expert for a key functional Compliance area and business
+ Contact for businessmanagement, dealing with non-routine information
+ Manages/assists with regulatory reviews including inquiries, audits, and exams
+ Identifies and leads problem resolution for project/program complex requirements related issues at all levels
**Education & Experience:**
+ Undergraduate degree or equivalent work experience
+ 7+ years of experience
**Preferred Background & Experience**
+ **Experience working in an integrated wealth business as a bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements and securities regulatory requirements for activities involving the recommendation or sale of non-deposit investment products (NDIP) to retail bank customers is preferred.**
+ **Knowledge and experience within compliance or audit, legal and regulatory environment, enterprise governance framework, products and services, policies, standards, systems, reporting and training requirements a plus.**
+ **Knowledge of current and emerging trends, including broker-dealer and RIA regulatory expectations and standards for effective compliance management systems.**
+ **Ability to research, interpret and summarize relevant regulatory expectations, laws, regulations and impacts to Compliance Program elements.**
+ **Skill in using computer applications including MS Office Suite, including PowerPoint, Excel, OneDrive, Teams.**
+ **Ability to independently identify, assess, and escalate issues requiring senior management attention.**
+ **Experience conducting annual compliance assessments under 206-4(7) and FINRA 3130.**
+ **Demonstrated business writing abilities.**
+ **Experience writing policies, policy guidance, procedures, and training.**
+ **Experience responding to client complaints within a bank or broker-dealer.**
+ **Experience reviewing and providing guidance on advertising and marketing materials for a broker-dealer/bank.**
+ **FINRA Series 7, 63 and 24 preferred.**
**Customer Accountabilities:**
+ Proactively advises the business of new and changed Compliance regulatory and/or policy changes
+ Formulates relevant and meaningful insights from data analysis and leads on the interpretation of complex business issues, generates multifaceted insights and identifies opportunities to address business regulatory requirements and issues
+ Contributes to the development and implementation of Compliance programs
+ Guides partner through the development, implementation, oversight and management of effective Compliance Programs
+ Prepares summaries, presentations, briefing notes, and any other required documentation to effectively report on the status of Compliance
+ Represents Compliance on internal or external committees relating to designated business activities as required
+ Delivers relevant subject matter expertise and Compliance advice to businessmanagement
+ Conducts meaningful analysis at the functional or enterprise level using results to draw conclusions, makes recommendations, assesses the effectiveness of programs/policies/practices
+ Maintains oversight (via review and approval) of all functions and accountabilities related to management reporting and analysis
+ Manages high risk initiatives and escalations; leads initiatives/guidance as appropriate
**Shareholder Accountabilities:**
+ Actively assists in developing Compliance Team procedures
+ Facilitates the periodic Compliance risk and self-assessment activities for designated business using TD's Enterprise Compliance Risk Assessment Framework
+ Monitors that assessments (monitoring, risk assessment etc.) are completed and communicated in a continuous and timely fashion
+ Consistently exercises discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate
+ May provide review and content in the development of annual awareness training
+ Manages the risk assessment process for assigned businesses
+ Protects the interests of the organization, our customers and our communities - identifies and manages risks, and promotes the prompt and thorough resolution of escalated non-standard, high risk issues
+ Conducts internal and external research projects; supports the development/delivery of presentations/communications to management or broader audience
+ Actively manages relationships within and across various business lines, corporate and/or control functions and promotes alignment with enterprise and/or regulatory requirements
+ Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts
+ Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
**Employee/Team Accountabilities:**
+ Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and promotes timely communication of issues/points of interest
+ Provides thought leadership and/or industry knowledge for own area of expertise and participates in knowledge transfer within the team and business
+ Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques
+ Participates in personal performance management and development activities, including cross training within own team
+ Keeps others informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities
+ Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
+ Leads, motivates and develops relationships with internal and external business partners/stakeholders to develop productive working relationships
+ Contributes to a fair, positive and equitable environment that supports a diverse workforce
+ Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Occasional
+ Walking - Occasional
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Never
+ Reaching forward - Occasional
+ Pushing - Never
+ Pulling - Never
+ Twisting - Never
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
\#LI-AMCBCorporate
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
$91k-145.6k yearly 60d+ ago
Compliance Business Oversight Manager
TD Bank 4.5
Mount Laurel, NJ jobs
Jacksonville, Florida, United States of America **Hours:** 40 **Pay Details:** $91,000 - $145,600 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Compliance
**Job Description:**
**Why Work with Us?**
At TD Bank US Compliance, we're on a mission to build a more resilient and scalable compliance risk management function. As part of our team, you'll play a key role in reshaping compliance structures and processes, driving innovation at every level. Here, each team member has a chance to make a tangible impact - both in day-to-day operations and in the design of a future-focused compliance program. This not just about implementing a new program - it's about creating a culture of compliance that will cascade throughout the organization.
**The Ideal Candidate**
The ideal candidate will thrive in a fast-paced, start-up-like setting as we build a new compliance structure that aligns with the bank's size, complexity, and risk profile. In this role, you'll need to be strategic, tactical, collaborative and creative in your approach. You will manage day-to-day operations while also helping design and implement a forward-thinking compliance program for the future.
Beyond technical expertise, we're looking for someone with an entrepreneurial mindset-someone who can "roll up their sleeves", takes the initiative and can anticipate needs before they arise. A comfort level with ambiguity and the ability to excel in a dynamic, evolving landscape are essential as the US Compliance team redefines the bank's compliance program and structure.
Most importantly, the right candidate is seeking an intellectual challenge, has a desire to learn, and is committed to building something impactful from the ground up. At TD Bank, you'll have the unique opportunity to help shape the future of the bank while collaborating with a team of enthusiastic colleagues dedicated to setting new industry standards.
The **Compliance Business Oversight Manager** provides advice, support and objective guidance to assigned portfolio, business or function on development and maintenance of all aspects of Compliance/Center of Excellence programs in line with the Bank's risk philosophy and strategic direction.
**"The Day and the Life in this Role"**
"Need to be flexible and comfortable with change as the roles and responsibilities, processes and procedures around compliance oversight are undergoing a lot of change now and new leaders are being brought in that may mean even more change. The CU role is very diverse and coverage is broad so need to be able to be flexible, enjoy and thrive in taking on new tasks and being self-driven in learning about and adapting to change. Need to be the kind of person that goes out and looks for answers instead of waiting for them to come to you. Need to have soft skills that allow you build relationships across business units and other oversight functions across the bank in order to thrive. Must be comfortable with frequent daily interaction with business partners, confident in asking questions and providing credible challenge where appropriate. Good communication skills and ability to be able to explain complex requirements to business partners and leaders in a way that is straightforward and easy to understand."
This role involves reviewing, monitoring and challenging processes to ensure adherence to consumer regulations, with a strong focus on mortgage originations and home equity products.
**Key responsibilities include:**
+ Advising on regulatory matters, ensuring compliance with policies and standards, and interpreting key regulations such as RESPA, ECOA, HMDA, FCRA, UDAAP, Flood, E-Sign, SAFE Act, TILA and State laws applicable to residential secured lending.
+ The Compliance Manager will collaborate closely with sales, underwriting, processing, and capital markets teams, providing input on processes, initiatives, marketing materials, and job aids to ensure regulatory compliance.
+ The Compliance Manager will also be heavily engaged in issues management, regulatory change management, risk and control assessments, project support, and performing monitoring activities as assigned.
+ The ideal candidate will have a solid background in mortgage originations, with home equity experience being a plus.
+ Strong analytical skills, attention to detail, and the ability to confidently challenge practices and provide sound regulatory advice are essential for success in this role.
**_***Th_** **_e above details are specific to the role which is outlined in the general description below. Please review the Desired Skills and Experience section below as you consider this opportunity._**
**_Our team currently operates under a hybrid work model, with employees expected to work in the office two days per week. Starting in November 2025, this expectation will increase to four days per week. Please note that, due to limited office space, the exact timing of this transition may vary depending on availability and individual circumstances._**
**Depth & Scope:**
+ Works independently and is accountable for managing a specialized Compliance function or area
+ Provides comprehensive coverage for a significant business or functional area across all legal entities and jurisdictions where TD operates
+ Provides advanced analysis and/or specialized reporting to support business partners, functional areas or centers of expertise
+ Provides guidance and support to analysts on matters related to portfolio and specialty
+ Typically a subject matter expert for a key functional Compliance area and business
+ Contact for businessmanagement, dealing with non-routine information
+ Manages/assists with regulatory reviews including inquiries, audits, and exams
+ Identifies and leads problem resolution for project/program complex requirements related issues at all levels
**Required Skills:**
+ **Undergraduate degree or equivalent work experience**
+ **7+ years of experience**
**Preferred Skills:**
+ **Experience with** **Home Equity products and with sourcing of applications including sales and marketing, specifically RESPA Section 8 compliance policies and practices (includes kickbacks, referral fees, and unearned fess)**
+ **Experience/working knowledge in marketing and advertising - specifically FCRA (Fair Credit Reporting Act) and TILA (Truth In Lending Act) requirements and SAFE Act registration requirements for mortgage loan originators.**
+ **Experience/working knowledge and understanding of larger compliance management system and framework beyond technical compliance.**
**Customer Accountabilities:**
+ Proactively advises the business of new and changed Compliance regulatory and/or policy changes
+ Formulates relevant and meaningful insights from data analysis and leads on the interpretation of complex business issues, generates multifaceted insights and identifies opportunities to address business regulatory requirements and issues
+ Contributes to the development and implementation of Compliance programs
+ Guides partner through the development, implementation, oversight and management of effective Compliance Programs
+ Prepares summaries, presentations, briefing notes, and any other required documentation to effectively report on the status of Compliance
+ Represents Compliance on internal or external committees relating to designated business activities as required
+ Delivers relevant subject matter expertise and Compliance advice to businessmanagement
+ Conducts meaningful analysis at the functional or enterprise level using results to draw conclusions, makes recommendations, assesses the effectiveness of programs/policies/practices
+ Maintains oversight (via review and approval) of all functions and accountabilities related to management reporting and analysis
+ Manages high risk initiatives and escalations; leads initiatives/guidance as appropriate
**Shareholder Accountabilities:**
+ Actively assists in developing Compliance Team procedures
+ Facilitates the periodic Compliance risk and self-assessment activities for designated business using TD's Enterprise Compliance Risk Assessment Framework
+ Monitors that assessments (monitoring, risk assessment etc.) are completed and communicated in a continuous and timely fashion
+ Consistently exercises discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate
+ May provide review and content in the development of annual awareness training
+ Manages the risk assessment process for assigned businesses
+ Protects the interests of the organization, our customers and our communities - identifies and manages risks, and promotes the prompt and thorough resolution of escalated non-standard, high risk issues
+ Conducts internal and external research projects; supports the development/delivery of presentations/communications to management or broader audience
+ Actively manages relationships within and across various business lines, corporate and/or control functions and promotes alignment with enterprise and/or regulatory requirements
+ Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts
+ Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
**Employee/Team Accountabilities:**
+ Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and promotes timely communication of issues/points of interest
+ Provides thought leadership and/or industry knowledge for own area of expertise and participates in knowledge transfer within the team and business
+ Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques
+ Participates in personal performance management and development activities, including cross training within own team
+ Keeps others informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities
+ Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
+ Leads, motivates and develops relationships with internal and external business partners/stakeholders to develop productive working relationships
+ Contributes to a fair, positive and equitable environment that supports a diverse workforce
+ Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Occasional
+ Walking - Occasional
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Never
+ Reaching forward - Occasional
+ Pushing - Never
+ Pulling - Never
+ Twisting - Never
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
\#LI_AMCBCorporate
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.