Managing Director jobs at G2 Capital Advisors

G2 Capital Advisors (************** is a multi-product, sector-focused investment bank and financial advisory firm. Founded on the belief that middle-market advisory firms can do more, G2 partners with clients to navigate opportunities for growth, address operational or financial challenges, and execute complex capital markets transactions. What sets us apart? We're not your typical investment bank or restructuring advisory firm. Our team brings together a balanced mix of operational insight, executive leadership, investment acumen, and financial advisory expertise. This diverse experience allows us to deliver tailored solutions that align with our clients' strategic and financial goals, ensuring a well-rounded and impactful partnership. At G2, we thrive on collaboration, innovation and impact. We seek entrepreneurial, driven and intellectually curious individuals to join us in delivering exceptional outcomes for our clients. Location: Flexible, with preference for Boston, Dallas, Southeastern U.S., San Francisco, or Chicago Job Description The Managing Director is an executive position responsible for expanding and growing G2's investment banking efforts within the Transportation & Logistics (T&L) practice, including leading M&A sell-side, buy-side, capital markets and advisory engagements. Responsibilities include: Sourcing and Origination - 40% Source and originate T&L engagement opportunities, including developing industry relationships leading to sourcing new clients in partnership with other G2 resources. Use one's individual track record of success and network, as well as G2's transaction history and network to maximize referrals and overall relevancy. Deliver on ambitious sales goals to make a substantial contribution to overall firm growth. Coordinate with Marketing to develop industry segment communications, including newsletters, marketing campaigns, etc. Identify opportunities to promote both G2 and personal industry expertise through such activities as speaking engagements, article publication, panel / conference participation, and serving on boards. Execution - 40% Overall responsibility for each transaction and successful execution of one's engagements. Lead challenging and complex engagements within a small, collaborative team environment as well as ensure all aspects of engagements are delivered with the highest quality standards. Ensure transaction success on one's client engagements by appropriately identifying risks and developing strategies and plans to mitigate those risks on a proactive basis. Manage all critical client and stakeholder communications to an effective outcome while maintaining the highest level of professionalism. Apply Managing Director or C-level experience and insights to advise clients in the T&L sector to achieve their long-term goals. Organization Development - 20% Provide input on the strategic direction of the group as well as professional development of the team. Recruit, develop, mentor, and retain G2's resources with a goal of deepening their knowledge of the T&L sector and trends and enhance their performance. Collaborate with other G2 Leaders to share lessons learned and best practices as well as co-origination opportunities. The ideal candidate will have had meaningful prior experience in a senior management role with in-depth experience making financially sound decisions on M&A strategy, execution, and capital raising activity. This role requires deep expertise in the T&L sector and investment banking services, as continuing to build out the T&L industry practice at G2 will be a primary focus. Prior experience providing senior-level advice and counsel to business owners, C-Suite executives and investors will be critical in this role. The ideal candidate will use both industry and G2 relationships to source, originate, and lead the execution of new sell-side, buy-side, and capital raising advisory opportunities through focused business development initiatives. The right person understands that M&A and financial advisory transactions are as much emotion and personality-driven as financial and can provide the leadership necessary to help G2's clients achieve their goals. They will deploy both strategic and transaction skills to get things done. Candidates in this role will be a hands-on leader with an appetite to support and drive growth within a highly dynamic and entrepreneurial organization. Skills and Characteristics: Senior executive or Managing Director level experience in leading sell-side, and buy-side engagements within the T&L sector. Proven ability to manage complex business issues, during all stages of the business lifecycle including growth, downturn, and distressed, and leading team members to successful outcomes during times of uncertainty. 10+ years of executive-level experience within the T&L sector, with significant transaction experience in M&A, capital raises, and financial advisory (specific experience in investment banking other advisory services a strong plus) Exceptional communication skills with the ability to facilitate critical conversations at all levels and to a wide range of stakeholders. Deep experience and knowledge in T&L, with a focus in the following areas a plus: Asset-based transportation, freight brokerage, international logistics (i.e. air and ocean freight forwarding and customs brokerage), value-added warehousing and distribution and final mile/courier. Strong leadership skills with a proven track record of success building high performance teams and businesses in both local and remote team environments. Strong sales and marketing experience with hands-on experience in business development including tangible experience and results in direct sales. Demonstrated financial acumen (P&L responsibility, M&A experience, financial analysis, business analysis) Extensive professional network and ability to leverage your professional reputation and historical career footprint within the broad T&L sector. Thrives in a fast-paced and diverse environment and is able to manage multiple work streams. Professional experience within T&L verticals and in non-advisory roles is a plus. Strong educational background: Undergraduate degree from a leading institution, master's degree from top tier program preferred. What we value While our team members come from a wide range of backgrounds, we are united by shared core principles. Explore our values here. This role offers uncapped total compensation, with annual earnings typically ranging from $600,000-$3,000,000, depending on sourcing, origination, and execution performance. Bonuses are paid upon transaction closing or throughout the year as revenue is collected G2 is unable to offer employment sponsorship for our roles. As such, candidates must have authorization to work in the U.S. to qualify for consideration. All qualified applicants will receive consideration for employment at G2 without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law.

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

SCU Credit Union, an Equal Opportunity Employer, with offices in Sharon, Mansfield, East Walpole, North Attleboro, Brockton, Taunton, and Foxboro. Our mission is to provide a full range of financial services to our members at competitive rates while emphasizing financial soundness, convenience and efficient friendly service. At the same time, we maintain a challenging, rewarding and enriching environment for all employees. The vision of SCU Credit Union is to enhance the economic well being of our members, to nurture long-term relationships and to continue our deep commitment to community service and involvement. Primary Function: Under the guidance of the President, assists in the overall management of the Credit Union. Directs the achievement of strategic goals and objectives through effective management practices. Provide executive level management in Retail, Marketing, IT and Operations. Ensure operational excellence, cross functional alignment, and a culture of continuous improvement. The COO is accountable for building operational scalability, service excellence, and regulatory compliance across all business lines. Key Responsibilities: Align operational strategy with credit union goals, ensuring quality, efficiency and scalability. Design and implement operational processes that support compliance, productivity and exceptional member experience. Ensure that all operational areas, products and services operate in compliance with applicable laws, regulations and internal policies. Develop and maintain internal policies and procedures. Handle escalated member complaints, including those from regulators, attorneys and consumer protection organizations. Identify and implement opportunities to streamline processes, reduce costs and improve service delivery. Serve as the primary executive responsible for vendor oversight, including contract negotiations, service delivery monitoring and performance evaluation. Ensure third party relationships support operational efficiency, compliance and member value. Use data and analytics to identify trends and make informed decisions on forecasts. Build and lead high performing teams with a strong focus on collaboration, accountability, and continuous learning. Promote leadership development, coaching and career growth within the Credit Union. Oversee the development of the marketing and branding strategy. Enhance brand awareness, member engagement and product promotions Conduct due diligence and risk assessment for potential mergers and acquisitions. Ensure proper infrastructure is properly managed. Asses risk assessment throughout the credit union. Review risk limits, plans to mitigate risk, monitor the progress of risk mitigating measures. Requirements Education: Position requires a bachelor's degree with a minimum of 10 years of experience in a senior management role. MBA or Master's preferred. Demonstrated success coaching and motivating team members Significant knowledge of operating systems, policies and operating procedures. Excellent organizational and time management skills Ability to deal with complex problems involving multiple facets and variable. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. This position will be set up to work remotely and in the office. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand, walk; use sufficient hand, arm and finger dexterity or feel objects, tools or controls. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision. _________________________________________________________________________ The pay range for this position is $250,000 to $330,000 per year and is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. The range may be modified in the future. An employee's pay within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, sales or revenue-based metrics, and business or organizational needs and affordability. SCU Credit Union is an equal employment opportunity employer. Salary Description $250,000 - $330,000 per year

Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting. Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit **************************** Summary: POSITION OVERVIEW We are seeking to hire an experienced investor at the Managing Director level who will work as part of an investment team to manage private client assets, constructing and managing client portfolios and communicating timely information to clients. Client portfolios range in size from $100 million to several billion dollars. Our investment teams function as the non-discretionary or discretionary investment manager for families in multiple jurisdictions throughout the US. They are guided by these objectives: * Generate top decile/quartile investment performance * Maintain high client satisfaction * Develop the next generation of talent The Managing Director will serve as a senior investment leader on the team, responsible for day-to-day oversight of investment portfolios, team management, and client engagement. Focus areas include leading client relationships (both discretionary and non-discretionary) interacting directly with key decision makers (family members, Board or IC members, Family Office staff and outside advisors), driving investment strategy and asset allocation, investment manager selection and evaluation, risk management, and investment performance monitoring. The Managing Director is also responsible for the management and development of the broader investment team. In addition to their work with existing clients, the Managing Director will partner with Global Client Solutions to pursue new client relationships. Responsibilities regarding new business development include building referral networks through strong work with existing clients and related outside advisors, partnering with business development professionals to qualify prospective clients, and leading pitches in conjunction with other investment team members. Job Description: RESPONSIBILITIES * Lead investment team in creating and developing diversified portfolios to meet customized client objectives * Select and evaluate investment managers for all asset classes * Work with and present directly to clients; develop robust relationships with sophisticated clients, GPs, and centers of influence * Develop and implement investment objectives, policies, and asset allocations for complex portfolios and trust structures * Represent Cambridge Associates externally through marketing presentations, conferences and other business development opportunities * Provide mentorship and leadership of the investment team, fostering a culture of excellence, innovation, and continuous improvement QUALIFICATIONS * BA/BS required. An MBA or CFA strongly preferred * Minimum of 20 years of investment experience ideally at an investment firm, a large institutional investor, or family office * Well-developed network in the family office community * Exceptional communication and negotiation skills with clients - ability to break down complex concepts, strong presence, careful listening, ability to adapt in the moment to concerns expressed, conviction articulating a path forward * Deep investment acumen and capital markets experience; skilled at identifying and evaluating managers and building resilient relationships * Commercially successful in building and retaining books of business * Boston or New York; Boston preferred Base salary range for this role: Pay Range Minimum: 295000 Pay Range Maximum: 295000 In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity. The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.

Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting. Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit **************************** Summary: POSITION OVERVIEW We are seeking to hire an experienced investor at the Managing Director level who will work as part of an investment team to manage private client assets, constructing and managing client portfolios and communicating timely information to clients. Client portfolios range in size from $100 million to several billion dollars. Our investment teams function as the non-discretionary or discretionary investment manager for families in multiple jurisdictions throughout the US. They are guided by these objectives: · Generate top decile/quartile investment performance · Maintain high client satisfaction · Develop the next generation of talent The Managing Director will serve as a senior investment leader on the team, responsible for day-to-day oversight of investment portfolios, team management, and client engagement. Focus areas include leading client relationships (both discretionary and non-discretionary) interacting directly with key decision makers (family members, Board or IC members, Family Office staff and outside advisors), driving investment strategy and asset allocation, investment manager selection and evaluation, risk management, and investment performance monitoring. The Managing Director is also responsible for the management and development of the broader investment team. In addition to their work with existing clients, the Managing Director will partner with Global Client Solutions to pursue new client relationships. Responsibilities regarding new business development include building referral networks through strong work with existing clients and related outside advisors, partnering with business development professionals to qualify prospective clients, and leading pitches in conjunction with other investment team members. Job Description: RESPONSIBILITIES Lead investment team in creating and developing diversified portfolios to meet customized client objectives Select and evaluate investment managers for all asset classes Work with and present directly to clients; develop robust relationships with sophisticated clients, GPs, and centers of influence Develop and implement investment objectives, policies, and asset allocations for complex portfolios and trust structures Represent Cambridge Associates externally through marketing presentations, conferences and other business development opportunities Provide mentorship and leadership of the investment team, fostering a culture of excellence, innovation, and continuous improvement QUALIFICATIONS BA/BS required. An MBA or CFA strongly preferred Minimum of 20 years of investment experience ideally at an investment firm, a large institutional investor, or family office Well-developed network in the family office community Exceptional communication and negotiation skills with clients - ability to break down complex concepts, strong presence, careful listening, ability to adapt in the moment to concerns expressed, conviction articulating a path forward Deep investment acumen and capital markets experience; skilled at identifying and evaluating managers and building resilient relationships Commercially successful in building and retaining books of business Boston or New York; Boston preferred Base salary range for this role: Pay Range Minimum: 295000 Pay Range Maximum: 295000 In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity. The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.

Capital One Shopping is looking for a Director, Travel, to join the Partnerships Team. In this role, you will be responsible for cultivating relationships with our key travel partners, ensuring their success in leveraging Capital One Ads' solutions. This client-facing position requires an individual with a strong understanding of product, data, and strategic account management to develop and implement customized solutions for our top travel merchants. You will serve as the primary liaison between our clients and internal teams. **Key Responsibilities Include:** + Partner with key external stakeholders, including C-suite level contacts, to foster and expand Capital One Ads' presence within the travel sector. + Utilize data and analytical methodologies to optimize and grow your assigned portfolio of travel accounts. + Educate, support, and train agencies, industry partners, and other stakeholders on Capital One Shopping's offerings. + Collaborate with Product, Revenue Management, and other internal teams to drive business growth. + Manage a broad portfolio of enterprise travel relationships, demonstrating the ability to influence and build consensus across multiple teams. + Create and deliver executive-level presentations and materials. **An ideal candidate will possess:** + Strong strategic, analytical, and data-analysis skills. + Demonstrated experience in strategic client-facing interactions (in-person, phone, email). + Excellent written and verbal communication skills. + Experience in identifying, creating, and building strategies to achieve organizational objectives. + Prior experience taking full ownership of client relationships and partnering with internal stakeholders to create customized solutions for partners to drive results. + A strong commitment to team culture, collaboration, and open communication. **Basic Qualifications** **:** + Bachelor's Degree or Military experience + At least 12 years of experience in strategic client-facing sales or account management roles in the travel industry + At least 8 years of experience managing, selling, and developing relationships with merchants in the travel industry + At least 8 years of experience reviewing or analyzing data **Preferred Qualifications** **:** + MBA + 10+ years of affiliate, enterprise sales, or performance marketing experience + 8+ years of leading high functioning Sales teams + Robust existing relationships and a comprehensive understanding of the Travel ecosystem, including key stakeholders and partners + Experience managing technical integrations **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $181,800 - $207,500 for Director, Capital One Ad Solutions Richmond, VA: $181,800 - $207,500 for Director, Capital One Ad Solutions Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Capital One Ad Solutions is looking for a Director to join the Partnerships Team. You'll be responsible for partnering with our top merchants to help them succeed leveraging Capital One Ad Solution's suite of products. In this client-facing role, the team is looking for a sales leader with product, data, sales, and strategic account management experience, to help integrate and create bespoke solutions for our top merchants. You'll act as a key liaison between our clients and internal teams, and be responsible for successfully executing their marketing campaigns from start to finish. Key Responsibilities Include: + Partner with key external stakeholders including C-suite level contacts to help grow and cultivate Capital One Shopping + Integrate Capital One Ad Solution's products and services with our merchant partners + Leverage data and analytical methodologies to optimize and grow your book of business + Teach, support, and train agencies, industry partners, and other stakeholders on Capital One Ad Solutions + Work with Product, Revenue Management, and other key stakeholders to help drive our business + Technical skills (utilizing analytic platforms, APIs, and proprietary tools) are a plus + Building a pipeline of enterprise accounts, and owning a broad portfolio of enterprise relationships; proven ability to influence and build consensus across multiple teams + Demonstrated success leveraging data, analytical and communication skills + Create and deliver executive level decks & materials + Travel onsite for merchant visits and/or industry conferences An ideal candidate will possess: + Strong strategic, analytical, and data-analysis skills + Demonstrated experience and results in strategic client facing (in-person, phone, email) interactions + Excellent communication skills, both written and verbal + Experience in identifying, creating, and building strategies to achieve organizational objectives + Prior experience in taking full ownership of client relationships and the ability to partner with internal stakeholders to create customized solutions for partners + Experience partnering on and creating product roadmaps + A strong deference to team culture, collaboration, and open communication + Demonstrable expertise in developing and executing successful retail partnership programs, joint marketing initiatives, and co-op advertising campaigns + Collaborate across our client team and within the commerce & retail media organization to solve, innovate, build skills and develop thought leadership and best practices Basic Qualifications: + At least 12 years of experience in a strategic client facing sales or account management roles + At least 8 years of experience reviewing or analyzing data Preferred Qualifications: + Bachelor's Degreee + 10+ years of affiliate, enterprise sales or performance marketing experience + 8+ years of leading high functioning Sales teams + Proven track record of managing, selling, and developing relationships with Strategic Merchants + Experience managing technical sales and integrations + Demonstrated success selling and managing merchants on sophisticated ad platforms + Strong data, analytical and communication skills At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $181,800 - $207,500 for Director, Capital One Ad Solutions Richmond, VA: $181,800 - $207,500 for Director, Capital One Ad Solutions Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking. In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences. We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm. HarbourVest is an equal opportunity employer. This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed. The Vice President, Client Ops New Business Implementation will lead the operational build aspects for the firms' new investment solutions for our clients. The VP will be part of the Client Operations platform, which is collectively responsible for identifying, assessing and standing up key new operational builds for the firm's new products. The role will include close collaboration with the different areas of Client Operations and ongoing partnership with a diverse set of colleagues across the firm, including Strategy, Innovation, and Execution, Legal, Compliance, Marketing, Investor Relations, Private Wealth, Tax, and Financial Planning & Analysis, as well as external providers and advisors. The ideal candidate is someone who is: Brings HarbourVest legacy background around systems and processes Ability to provide commercially driven insights that inform strategic decision making Established network of industry relationships and contacts to leverage to support business research and best practices. Brings cross functional expertise with experience in one or more of the five operational functions below: -Accounting -Client Experience -Performance/Analytics -Transfer Agent -Treasury -Corporate Finance -Compliance - Regulatory and tax Strong attention to detail and ability to push for client operational decisions on a project while seeking input from different perspectives, without existing precedents Experience with separately managed mandates, complex open and closed end fund structures, alternatives, private equity, credit investments, real assets and various performance fees structures. Ability to clearly communicate complex technical concepts in simple terms by building a template/model, summarizing in writing and in person. Experience working in team environments, with the ability to lead or facilitate group efforts. What you will do: Vice President, Client Ops New Business Implementation will report into the Head of New Business Implementation for Client Operations and will lead the design the operational development of specific new products that are novel to the firm and align with the firm's strategy. The role will include: Strong partnership and collaboration with an experienced group of senior professionals to assess the operational builds capacity and needs that may impact the operational model involving accounting, treasury functions, taxation, client onboarding, reporting, performance and third-party service providers. Assist in all aspects of the client operational launch of a new product from the point of concept to full transition to the “run” team. Initial assessment of key new operational processes and technology require for new product implementation. Leverage efficiencies and opportunities from past launches. Establishing key dependencies and goals to meet client operational readiness launch targets Carefully reviewing legal and other product documentation from an operational commercial perspective Soliciting feedback and input from a large cross-section of the organization and evaluating different inputs to inform decisions around product terms and related sales and operating models Coordinating with operational leads to ensure that the firm will be prepared to support the operational needs Sharing experience and insights to influence product strategy and planning to build efficiencies across product strategies. Other responsibilities as required What you bring: 10+ years of professional experience in the private markets or asset management space, focused on client operations, understanding of fund structuring, involvement in product launch and related topics. Demonstrated excellence in implementing multi-dimensional projects Strong familiarity with SEC regulatory reporting, US GAAP, LUX GAAP and other basis of accounting Strong understanding of the mechanics and inter-dependencies of alternative investment funds Familiarity with different legal structures used for investors to access private market strategies Education Preferred: Bachelors degree or equivalent experience Experience: 10+ years of experience in private equity or alternatives asset class #LI-Hybrid Salary Range $167,000.00 - $283,000.00 This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.

This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”). Applies understanding of client's unique set of circumstances, documentation, and/or other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure that the client is in full compliance, while keeping the client's tax and reporting burden's as low as possible; Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return; Utilizes Firm compliance software to maximize efficiency in tax prep process Effectively collaborates with Principals, Senior Managers, Managers, Tax Seniors, and Associates on completion of project (follow-up with Open items list) Delivers high quality federal, state, and international tax compliance services Leads complex engagements with a team of tax professionals Manages the engagement, including billing, collections, and the budget for projects Builds and manages client relationships; assist in developing new clients and opportunities Ensures/Documents client work and conclusions in the client tax file Tax Consulting Identifies, develops, recommends, and implements efficient and effective tax strategies Supervisory Responsibilities: Manages teams of Senior Managers, Managers, Tax Seniors, and Associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's Degree in Accounting, Finance, Economics, or Statistics, required Master's Degree in Accounting or Taxation, preferred Experience: Ten (10) or more years of relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required Financial Services industry experience supporting Alternative Investment funds including: Venture Capital, Private Equity, Real Estate, and Hedge Funds, preferred Proficiency in the taxation of partnerships, preferred License/Certifications: CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent, required CFP or Masters in Tax, preferred Software: Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred Experience with tax research databases, preferred Proficient in tax compliance process software, preferred Language: N/A Other Knowledge, Skills, & Abilities: Superior verbal and written communication skills Ability to effectively delegate work as needed Strong analytical, research and critical thinking skills as well as decision-making skills Capacity to work well in a team environment Capable of developing and managing a team of tax professionals Ability to compose written tax advice Capable of effectively developing and maintaining client relationships Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $190,000 - $335,000 Colorado Range: $170,000 - $225,000 Illinois Range: $175,000 - $250,000 Maryland Range: $185,000 - $260,000 Massachusetts Range: $215,000 - $300,000 Minnesota Range: $170,000 - $250,000 New Jersey Range: $190,000 - $350,000 NYC/Long Island/Westchester Range: $230,000 - $350,000 Washington Range: $180,000 - $240,000 Washington DC Range: $190,000 - $300,000

This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Tax Compliance * Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM"). * Applies understanding of client's unique set of circumstances, documentation, and/or other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure that the client is in full compliance, while keeping the client's tax and reporting burden's as low as possible; * Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return; * Utilizes Firm compliance software to maximize efficiency in tax prep process * Effectively collaborates with Principals, Senior Managers, Managers, Tax Seniors, and Associates on completion of project (follow-up with Open items list) * Delivers high quality federal, state, and international tax compliance services * Leads complex engagements with a team of tax professionals * Manages the engagement, including billing, collections, and the budget for projects * Builds and manages client relationships; assist in developing new clients and opportunities * Ensures/Documents client work and conclusions in the client tax file Tax Consulting * Identifies, develops, recommends, and implements efficient and effective tax strategies Supervisory Responsibilities: * Manages teams of Senior Managers, Managers, Tax Seniors, and Associates Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's Degree in Accounting, Finance, Economics, or Statistics, required * Master's Degree in Accounting or Taxation, preferred Experience: * Ten (10) or more years of relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required * Financial Services industry experience supporting Alternative Investment funds including: Venture Capital, Private Equity, Real Estate, and Hedge Funds, preferred * Proficiency in the taxation of partnerships, preferred License/Certifications: * CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent, required * CFP or Masters in Tax, preferred Software: * Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred * Experience with tax research databases, preferred * Proficient in tax compliance process software, preferred Language: * N/A Other Knowledge, Skills, & Abilities: * Superior verbal and written communication skills * Ability to effectively delegate work as needed * Strong analytical, research and critical thinking skills as well as decision-making skills * Capacity to work well in a team environment * Capable of developing and managing a team of tax professionals * Ability to compose written tax advice * Capable of effectively developing and maintaining client relationships * Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $190,000 - $335,000 Colorado Range: $170,000 - $225,000 Illinois Range: $175,000 - $250,000 Maryland Range: $185,000 - $260,000 Massachusetts Range: $215,000 - $300,000 Minnesota Range: $170,000 - $250,000 New Jersey Range: $190,000 - $350,000 NYC/Long Island/Westchester Range: $230,000 - $350,000 Washington Range: $180,000 - $240,000 Washington DC Range: $190,000 - $300,000

**BANC OF CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through BancEdge. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN **THE OPPORTUNITY** The SVP, Managing Director will be an integral senior contributor on the life sciences venture banking originations team with key responsibilities including originating, structuring, negotiating and executing lending opportunities to early stage private and public companies in the healthcare industry. Specific sectors of coverage include biotechnology, medical devices, healthcare services, specialty pharmaceuticals and digital health. The SVP, Managing Director will be responsible to deliver on budgeted financial performance for deposits, loan commitments, loan outstandings and cross sales of related banking products and services, all while ensuring strong credit quality of the portfolio. The individual will have significant market visibility and will be expected to self-generate leads by calling on venture capital firms, venture backed life science companies and other key contacts within the entrepreneurial ecosystem (CEOs, CFOs, Attorneys, Accountants, etc.). The SVP, Managing Director will be expected to identify, negotiate and present to senior credit committee all aspects of a lending opportunity with the ability to lead a new deal from origination to closing. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. **HOW YOU'LL MAKE A DIFFERENCE** + Grow deposits, loan commitments, loan outstandings and non-interest income to deliver on budgeted performance for tracked KPI metrics + Collaborate with the portfolio team to actively manage the credit risk of the life sciences portfolio + Self-generate and identify high quality referrals that align with the credit and business profile of the Bank + Drive market presence and brand awareness through networking and hosting marketing events with key constituents within the life sciences venture community + Lead all aspects of deal sourcing, structuring, negotiating, underwriting, internal credit approvals, documentation and closing without assistance or further counsel + Collaborate within a small team environment + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. + Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; promotes working environment free of harassment of any type. + Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. + Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. + Performs other duties and projects as assigned **WHAT YOU'LL BRING** + Bachelor's degree required or equivalent work experience + 12+ years of venture banking and/or financial services experience + Creative and strategic thinker with excellent problem solving and organizational skills + Ability to exhibit professionalism and a positive attitude under pressure + Ability to work independently yet collaborate cross-functionally in a team environment + Superior oral and written communication skills + Ability to handle multiple priorities, projects and relationships simultaneously + Proven success in managing client accounts + High School diploma or equivalent required **HOW WE'LL SUPPORT YOU** + **Financial Security:** You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting. + **Health & Well-Being:** We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). + **Building & Supporting Your Family:** Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. + **Paid Time Away:** Eligible team members receive paid vacation days, holidays, and volunteer time off. + **Career Growth Opportunities:** To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. **SALARY RANGE** The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to their actual or perceived race (including traits associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender, gender identity, gender expression, gender transitioning, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, or disability (mental or physical), requests for accommodation and any additional protected categories set forth in applicable federal, state or local laws. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor. Equal Opportunity Employer PacWest Bancorp and its affiliates are fully committed to the principles of equal opportunity and diversity. We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.

SCS Financial is seeking a dynamic, strategic, and execution-oriented Head of Marketing and Sales Strategy to lead our integrated marketing, sales support, and client experience initiatives. This leader will drive brand strategy, optimize sales enablement tools and processes, and elevate the client journey across all touchpoints. The ideal candidate will bring deep expertise in marketing, sales operations and go-to-market strategy, a passion for innovation, and a collaborative leadership style to help scale our impact and growth in the ultra-high-net-worth (UHNW) space. This hybrid role reports to the National Head of Wealth Management and includes a small team of direct reports, as well as oversight of external vendors and cross-functional collaboration across the firm. Key Responsibilities Strategic Marketing Leadership to Drive Growth • Execute a brand refresh for SCS Financial, aligning with Focus brand guidelines while crafting a differentiated brand identity tailored to UHNW clients. • Oversee the redesign and ongoing optimization of the SCS website and social media channels for SEO, usability, and engagement. • Develop compelling written and video content to showcase thought leadership and firm capabilities. • Guide senior leaders and advisors in building their digital presence and personal brand. Sales Strategy & Growth Support • Build and execute a comprehensive sales enablement strategy, including lead generation, pipeline development, and sales collateral, leveraging AI capabilities and tools. • Partner with the Private Client Group and other teams to create targeted campaigns and materials that support business development. • Drive CRM adoption and optimization across the firm, ensuring data integrity, usage consistency, and actionable insights; partner with technology and operations team on optimizing AI capabilities within the CRM. • Design, launch, and manage email marketing and outreach campaigns to prospects, clients, and centers of influence (COIs). Client Experience & Engagement • Design and implement a client feedback loop to inform service enhancements and innovation, and support client retention. • Collaborate with cross-functional teams to improve client communication and engagement strategies. • Oversee strategic event planning to deepen client relationships and showcase firm expertise. • Champion a culture of continuous improvement in client experience, leveraging data and insights. Communications & PR • Oversee firm spokespeople on media best practices and manage PR opportunities with a tailored, strategic approach. • Oversee distribution of client communications and thought leadership through CRM and digital channels. Team & Vendor Management • Lead and mentor a small team of marketing and sales enablement professionals. • Manage outsourced vendors and agencies to ensure high-quality execution and alignment with strategic goals. Qualifications • MBA preferred; Bachelor's degree required. • 10+ years of experience in marketing, sales enablement, or related roles, ideally within wealth management. • Proven ability to lead strategic initiatives while executing tactically. • Experience with CRM platforms (e.g., Salesforce), marketing automation tools (e.g., Hubspot), and analytics platforms. • Strong understanding of UHNW client expectations and the wealth management industry's compliance framework. • Exceptional communication, collaboration, and leadership skills. • Self-motivated, proactive, and committed to excellence. The annualized base pay range for this role is expected to be between $250,000 -$300,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-BG1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: 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 shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

SCS Financial is seeking a dynamic, strategic, and execution-oriented Head of Marketing and Sales Strategy to lead our integrated marketing, sales support, and client experience initiatives. This leader will drive brand strategy, optimize sales enablement tools and processes, and elevate the client journey across all touchpoints. The ideal candidate will bring deep expertise in marketing, sales operations and go-to-market strategy, a passion for innovation, and a collaborative leadership style to help scale our impact and growth in the ultra-high-net-worth (UHNW) space. This hybrid role reports to the National Head of Wealth Management and includes a small team of direct reports, as well as oversight of external vendors and cross-functional collaboration across the firm. Key Responsibilities Strategic Marketing Leadership to Drive Growth • Execute a brand refresh for SCS Financial, aligning with Focus brand guidelines while crafting a differentiated brand identity tailored to UHNW clients. • Oversee the redesign and ongoing optimization of the SCS website and social media channels for SEO, usability, and engagement. • Develop compelling written and video content to showcase thought leadership and firm capabilities. • Guide senior leaders and advisors in building their digital presence and personal brand. Sales Strategy & Growth Support • Build and execute a comprehensive sales enablement strategy, including lead generation, pipeline development, and sales collateral, leveraging AI capabilities and tools. • Partner with the Private Client Group and other teams to create targeted campaigns and materials that support business development. • Drive CRM adoption and optimization across the firm, ensuring data integrity, usage consistency, and actionable insights; partner with technology and operations team on optimizing AI capabilities within the CRM. • Design, launch, and manage email marketing and outreach campaigns to prospects, clients, and centers of influence (COIs). Client Experience & Engagement • Design and implement a client feedback loop to inform service enhancements and innovation, and support client retention. • Collaborate with cross-functional teams to improve client communication and engagement strategies. • Oversee strategic event planning to deepen client relationships and showcase firm expertise. • Champion a culture of continuous improvement in client experience, leveraging data and insights. Communications & PR • Oversee firm spokespeople on media best practices and manage PR opportunities with a tailored, strategic approach. • Oversee distribution of client communications and thought leadership through CRM and digital channels. Team & Vendor Management • Lead and mentor a small team of marketing and sales enablement professionals. • Manage outsourced vendors and agencies to ensure high-quality execution and alignment with strategic goals. Qualifications • MBA preferred; Bachelor's degree required. • 10+ years of experience in marketing, sales enablement, or related roles, ideally within wealth management. • Proven ability to lead strategic initiatives while executing tactically. • Experience with CRM platforms (e.g., Salesforce), marketing automation tools (e.g., Hubspot), and analytics platforms. • Strong understanding of UHNW client expectations and the wealth management industry's compliance framework. • Exceptional communication, collaboration, and leadership skills. • Self-motivated, proactive, and committed to excellence. The annualized base pay range for this role is expected to be between $250,000 -$300,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-BG1 SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients' interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach. For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: 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 shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

About G2 G2 Capital Advisors (************** is a multi-product, sector-focused investment bank and financial advisory firm. Founded on the belief that middle-market advisory firms can do more, G2 partners with clients to navigate opportunities for growth, address operational or financial challenges, and execute complex capital markets transactions. What sets us apart? We're not your typical investment bank or restructuring advisory firm. Our team brings together a balanced mix of operational insight, executive leadership, investment acumen, and financial advisory expertise. This diverse experience allows us to deliver tailored solutions that align with our clients' strategic and financial goals, ensuring a well-rounded and impactful partnership. At G2, we thrive on collaboration, innovation and impact. We seek entrepreneurial, driven and intellectually curious individuals to join us in delivering exceptional outcomes for our clients. About the Role The Managing Director is an executive position responsible for expanding and growing G2's investment banking efforts within the Industrials & Manufacturing (I&M) practice, including leading M&A sell-side, buy-side, capital markets and advisory engagements. The ideal candidate will use both industry and G2 relationships to source, originate and lead the execution of new sell-side, buy-side, and capital raising advisory opportunities through focused business development initiatives. Location: Boston, MA preferred but open to other geographies Workplace Model: At the time of this posting, G2 currently operates in a hybrid model with 3-4 days required in the office. These in-office requirements may be adjusted based on the needs of the business. What You'll Do Sourcing and Origination - 40% Source and originate I&M engagement opportunities, including developing industry relationships leading to sourcing new clients in partnership with other G2 resources. Use one's track record of success and network, as well as G2's transaction history and network to maximize referrals and overall relevancy. Deliver on ambitious sales goals to make a substantial contribution to overall firm growth. Coordinate with Marketing to develop industry segment communications, including newsletters, marketing campaigns, etc. Identify opportunities to promote both G2 and personal industry expertise through such activities as speaking engagements, article publication, panel / conference participation, and serving on boards. Execution - 40% Overall responsibility for each transaction and successful execution of one's engagements. Lead challenging and complex engagements within a small, collaborative team environment as well as ensure all aspects of engagements are delivered with the highest quality standards. Ensure transaction success on one's client engagements by appropriately identifying risks and developing strategies and plans to mitigate those risks on a proactive basis. Manage all critical client and stakeholder communications to an effective outcome while maintaining the highest level of professionalism. Apply Managing Director or C-level experience and insights to advise clients in the I&M sector to achieve their long-term goals. Organization Development - 20% Provide input on the strategic direction of the group as well as professional development of the team. Recruit, develop, mentor, and retain G2's resources with the goal to deepen their knowledge of the I&M sector and trends and enhance performance. Collaborate with other G2 Leaders to share lessons learned and best practices as well as co-origination opportunities. What We Look For The ideal candidate will have had meaningful prior experience in a senior management role with in-depth experience making financially sound decisions on M&A strategy, execution, and capital raising activity. This role requires deep expertise in the Industrials & Manufacturing (I&M) sector and investment banking services, as continuing to build out the I&M industry practice at G2 will be a primary focus. Prior experience providing senior-level advice and counsel to business owners, C-Suite executives and investors will be critical in this role. The ideal candidate will be a hands-on leader with an appetite to support and drive growth within a highly dynamic and entrepreneurial organization. Specific qualifications include: Senior executive or Managing Director level experience in leading sell-side, and buy-side engagements within the I&M sector. Proven ability to manage complex business issues, during all stages of the business lifecycle including growth, downturn, and distressed, and leading team members to successful outcomes during times of uncertainty. 10+ years of executive-level experience within the I&M sector, with significant transaction experience in M&A, capital raises, and financial advisory (specific experience in investment banking other advisory services a strong plus) Exceptional communication skills with the ability to facilitate critical conversations at all levels and to a wide range of stakeholders. Deep experience and knowledge in I&M, with a focus in the following areas is a plus: Niche manufacturing, industrial services, building products, metals and materials, and/or containers and packaging. Strong leadership skills with a proven track record of success building high performance teams and businesses in both local and remote team environments. Strong sales and marketing experience with hands-on experience in business development including tangible experience and results in direct sales. Demonstrated financial acumen (P&L responsibility, M&A experience, financial analysis, business analysis) Extensive professional network and ability to leverage your professional reputation and historical career footprint within the broad I&M sector. Thrives in a fast-paced and diverse environment and can manage multiple work streams. Professional experience within I&M verticals and in non-advisory roles is a plus. Strong educational background: Undergraduate degree from leading institution, master's degree from top tier program preferred. Exceptional business acumen including listening, written, and oral communication skills paired with a proven ability to manage up and across diverse stakeholders Demonstrated success in key client-facing roles, building and maintaining strong, productive relationships with both existing and prospective clients What we offer Catered lunch 3 days a week Generous performance bonus program Comprehensive healthcare Unlimited vacation 401K match Professional development opportunities Quarterly peer-recognition awards Team events & outings Branded swag Referral bonus What we value While our team members come from a wide range of backgrounds, we are united by shared core principles. Explore our values here. This role offers uncapped total compensation, with annual earnings typically ranging from $600,000-$3,000,000, depending on sourcing, origination, and execution performance. Bonuses are paid upon transaction closing or throughout the year as revenue is collected. G2 is unable to offer employment sponsorship for our roles. As such, candidates must have authorization to work in the U.S. to qualify for consideration. All qualified applicants will receive consideration for employment at G2 without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law.

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What You'll Be Doing The Commercial Banking Market Lead - Middle Market (Managing Director) primary purpose is to be externally focused to drive new business revenue generation and new client acquisition. The Commercial Banking Market Lead - Middle Market collaborates with the Group Head to execute the new business strategy, serve as trusted advisor to strategic clients and be charged with development of relationship planning and strategy. The Commercial Banking Market Lead collaborates with the Group Head and ultimately the Portfolio Managers (PMs) and cross-sale partners to execute this relationship plan. At CIBC we enable the work environment most optimal for you to thrive in your role. You'll have the flexibility to manage your work activities within a hybrid work arrangement. How you'll succeed * Business Development - Responsible and accountable for new strategic relationship acquisition and resulting new business generation goals. Drive new business through quality leads from wide network of referral sources and regular prospect visits. Identify cross sell opportunities new clients. * Client engagement - Active development and maintenance of Client Relationship Management (CRM) in order to ensure accurate pipeline forecasting. Bolster market presence within the community and industry associations with the purpose of promoting CIBC and cultivating potential prospects and referral sources. Participate in initial Fit Assessment discussion with deals. * Strategy Focused - Assist in structuring new deals to bridge client expectations and bank requirements. Act as Strategic Advisor to clients as needed. * Relationship Management - Collaborate with Portfolio Managers as part of a team to ensure delivery of top-notch client service. Maintain open line of communication with client as new deal progresses through fulfillment. * Leadership - Provide guidance during credit events for new strategic relationships, including collaboration with Portfolio Managers during analysis and deal approval as needed. Assist Portfolio Managers in deal negotiation as needed. Who you are * You can demonstrate a minimum of 10+ years experience as a Commercial Relationship Manager and a minimum of 5 years experience as a Business Developer. * You have a Bachelor's degree or higher. * You have formal credit training. At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $190,000.00 - $200,000 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members. California residents - your privacy rights regarding your actual or prospective employment #LI-TA What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. * We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. * Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. * We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. * Subject to plan and program terms and conditions What you need to know * CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact ********************************** * You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. * We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location MA-100 Federal Street, 37th Fl Employment Type Regular Weekly Hours 40 Skills Business Development, Client Service, Competitive Intelligence (CI), Customer Retentions, New Business Acquisition, People Management, Promotional Activities, Relationship Management

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship. We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape. Visit our website to learn more and for the most up to date AUM information. SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs. Job Description: Managing Director, U.S. Business Development - SLC Management What is in it for you: SLC Management's business development strategy is focused on third-party asset management for Institutional Investors (Corporate and Public Defined Benefit and Defined Contribution plans, Endowments & Foundations, Taft Hartley, Healthcare, Sovereign Wealth Funds, and Sub Advisory channels). We are looking for a Managing Director, Business Development, to play a key role in the success of our distribution strategy. SLC Management has four specialty managers covering Fixed Income and Real Assets. This senior distribution role will sit within our Fixed Income team and will focus, primarily, on investment grade Public and Private Fixed Income while collaborating with others across the entire SLC Management platform to support our overall distribution strategy. The role is dual-focused-responsible for covering prospects as well as consultants (by channel and/or geography) across the US. The Managing Director will partner with functional leaders across SLC, including product management, portfolio management, client solutions, marketing and client relationships to help achieve SLC's new business goals. The successful candidate will be a leader on the team, responsible for providing insights and recommendations to drive SLC Management's distribution strategy and for developing more junior team members. What you will do: * Market Segmentation and Prospecting: Partner with the BD team to create and implement a market segmentation strategy for the region. Develop a strategic sales plan and create a strong sales pipeline by building and nurturing relationships with institutional investors and consultants. Raise awareness of SLC's capabilities and investment solutions through targeted prospecting activities. * Sales: Contribute to achieving SLC Management's ambitious sales and revenue targets. Own the sales process through the entire cycle, from target market analysis, qualifying prospects, partnering to manage RFP responses, leading meetings, and follow-up. In addition, collaborate with the Client Relationships team to develop cross-selling opportunities with existing clients. Work with the Client Relationships team to negotiate contracts. * Collaboration: Develop strong relationships with colleagues at affiliate companies to promote SLC Management's full spectrum of solutions, to make referrals and to approach the market in an aligned and coordinated fashion. Take an active role in developing less experienced team members. * Market presence and brand: Enhance SLC Management's brand by effectively building relationships and presenting investment solutions to prospects, consultants and industry organizations through in person connection, written, verbal and electronic media. * Product knowledge: Develop and maintain knowledge across SLC's full range of products and systems, including the strategies and market trends of all investment teams. * Market intelligence: Develop a presence in the region and proactively seek out information about competitors, innovative solutions, market trends and investor needs. Share this information with the team and support the development of new solutions and strategies. What you need to succeed: * 10+ years relevant experience in a business development/client relationship function working with institutional investors and consultants or relevant financial services experience. * Must have FINRA Series 7 license or willingness to obtain within 90 days of your start date. * Proven track record of successful marketing to institutional investors; driven to find the best solutions for prospects and clients * Strong fixed income knowledge; experience within investment grade private credit is strongly preferred * CFA designation (or in pursuit of) strongly preferred * Understanding of institutional investment marketplace, portfolios, and products * Exceptional communication skills (written, verbal, and presentation) with the ability to ability to make clear recommendations, advise and influence. * Ability to manage projects from start through completion. * Excellent emotional intelligence; ability to nurture and grow relationships and collaborate with various stakeholders. * Proven ability to think and perform strategically while keeping track of the details. * A team player with a tenacious, winning attitude and highly charged, positive disposition. * A willingness and ability to travel regularly. For US based applicants the base salary range is $171.5k - $278.5k. Why SLC Management? * Opportunity to work for a growing global institutional asset manager * Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more * Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account * A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam * The opportunity to move along a variety of career paths with amazing networking potential * Award winning workplace culture - Great Place to Work Certified in Canada and the U.S., "Best Places to Work in Money Management" by Pension & Investments, "Top 10" employer by the Boston Globe's "Top Places to Work" two years running SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members. Job Category: Investment Sales & Service We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits. We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to *************************. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We do not require or administer lie detector tests as a condition of employment or continued employment. For applicants residing in California, please read our employee California Privacy Policy and Notice.

Who we are looking for We are looking for an Assistant Vice President to support the Corporate Audit Resource Management team. The team reports into the Corporate Audit Chief Operating Officer and is part of Corporate Audit Professional Services (CAPS). Facilitating the appropriate resourcing for the department is critical to the department's success as an audit function. Working with management within Corporate Audit to provide staffing solutions enables the department to accomplish its role within the firm. The role will be based in Boston, Massachusetts, USA or Krakow, Poland. The role will be performed in hybrid model: 4 days onsite 1 day remote in Boston, or 3 days onsite 2 days remote in Krakow. The team you will join supports the department in: · Centralized oversight over capacity management, hiring plans, onboarding and audit scheduling · Management reporting on key resources related data · Third party contractor oversight · Conflicts tracking and reporting · Managing and overseeing internship programs and rotational programs Why this role is important to us The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As an Assistant Vice President on this team, you will be responsible for: · Coordinating with Corporate Audit management to develop a hiring and staffing plan, and facilitating the execution of that plan to satisfy the capacity needs for each team · Ownership of data across multiple databases, demonstrating close attention to detail and critical thinking to identify inconsistencies and maintain data integrity · Developing insightful reporting on the hiring and resourcing · Identifying, onboarding and overseeing third-party contractors to support Corporate Audit teams · Working closely with audit schedule leads to ensure audits are appropriately scheduled What we value These skills will help you succeed in this role · A high degree of professionalism, professional curiosity and skepticism, leadership and proficient organizational, analytical and project management skills · Excellent written and verbal communication, interpersonal, presentation and organizational skills · Ability to effectively prioritize multiple tasks and work independently in an international team across multiple locations with global stakeholders in a fast paced environment · Strong team leadership skills which include creating an environment of trust, soliciting diverse views from team members as well as coaching and developing staff through timely meaningful feedback · Strong attention to detail and proficiency in Microsoft tools, primarily Excel. Capability to work with large amounts of data, and familiarity with common Excel formulas and functions · Fluency in English Education & Preferred Qualifications · Bachelor's degree, preferable in finance, business administration or related field · 5+ years of professional experience, with audit, resource management or program / project management experience as a plus Additional requirements While majority of the time you will work from your primary location, some domestic and international travel may be required to a variety of locations where State Street operates. Salary Range: $90 000 - $142 500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: 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.

Who we are looking for We are looking for an Assistant Vice President to support the Corporate Audit Resource Management team. The team reports into the Corporate Audit Chief Operating Officer and is part of Corporate Audit Professional Services (CAPS). Facilitating the appropriate resourcing for the department is critical to the department's success as an audit function. Working with management within Corporate Audit to provide staffing solutions enables the department to accomplish its role within the firm. The role will be based in Boston, Massachusetts, USA or Krakow, Poland. The role will be performed in hybrid model: 4 days onsite 1 day remote in Boston, or 3 days onsite 2 days remote in Krakow. The team you will join supports the department in: * Centralized oversight over capacity management, hiring plans, onboarding and audit scheduling * Management reporting on key resources related data * Third party contractor oversight * Conflicts tracking and reporting * Managing and overseeing internship programs and rotational programs Why this role is important to us The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As an Assistant Vice President on this team, you will be responsible for: * Coordinating with Corporate Audit management to develop a hiring and staffing plan, and facilitating the execution of that plan to satisfy the capacity needs for each team * Ownership of data across multiple databases, demonstrating close attention to detail and critical thinking to identify inconsistencies and maintain data integrity * Developing insightful reporting on the hiring and resourcing * Identifying, onboarding and overseeing third-party contractors to support Corporate Audit teams * Working closely with audit schedule leads to ensure audits are appropriately scheduled What we value These skills will help you succeed in this role * A high degree of professionalism, professional curiosity and skepticism, leadership and proficient organizational, analytical and project management skills * Excellent written and verbal communication, interpersonal, presentation and organizational skills * Ability to effectively prioritize multiple tasks and work independently in an international team across multiple locations with global stakeholders in a fast paced environment * Strong team leadership skills which include creating an environment of trust, soliciting diverse views from team members as well as coaching and developing staff through timely meaningful feedback * Strong attention to detail and proficiency in Microsoft tools, primarily Excel. Capability to work with large amounts of data, and familiarity with common Excel formulas and functions * Fluency in English Education & Preferred Qualifications * Bachelor's degree, preferable in finance, business administration or related field * 5+ years of professional experience, with audit, resource management or program / project management experience as a plus Additional requirements While majority of the time you will work from your primary location, some domestic and international travel may be required to a variety of locations where State Street operates. Salary Range: $90 000 - $142 500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: 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.

We're seeking someone to join our team as a Vice President in Investment Management Operations to play an integral role servicing clients and facilitating client events including, on-boarding of new business, account transitions and client terminations. The individual will work closely with the outsourced Investment Manager Solutions (IMS) team to ensure completion of all client deliverables. Morgan Stanley's Investment Management's product range is continually evolving into new product and strategy areas, demanding ever-changing infrastructure and solutions. The Vice President will be required to facilitate discussion with all the impacted parties to ensure that the appropriate support models are in place. The Transition team focusses not only on institutional segregated business but also on proprietary fund launches or closures. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: Manage North America client events including, on-boarding of new business, account transitions and client terminations for Separately Managed Accounts and Funds business Coordinating support on North America pipeline from team in India and discharging outsourcing oversight responsibilities Organizing regular huddle meetings & training sessions with India Joint oversight of State Street Transitions team Assisting with strategic priorities of the T3 platform and ownership of initiatives assigned Co-responsibility with global Achieve Global consistency and ensure T3 checklists/PEGA and desktop & supervisory procedures are kept up to date with current responsibilities Act as single point of contact for both internal and external parties, including, clients, sales, portfolio managers, legal, compliance, risk, operations, custodians and other appointed client service providers Responsible for the facilitation of all client events including client on-boarding, terminations, custody transfers, in-specie transfers and other related transition activities To provide daily support to a suite of clients for queries ranging from reporting to investment decisions Facilitating regular internal client event meetings, ensuring all functional groups have the appropriate level of information and that they are performing the required tasks. Close liaison with sales and the client to ensure that client expectations are understood and accomplished Strong relationship with legal and compliance to understand the requirements of, and provide feedback on, investment management agreements and all other associated documentation. Work with Product Development, Fund Administration and the Funds Client Service group to set up new MSIM proprietary vehicles Ensuring all procedural documentation is up to date and accurate Provide and implement recommendations for process improvements, including workflow and technology Working proactively with counterparts on a global basis, in making recommendation for process improvement and consistency Using strong business sense and judgment to identify potential risk areas; making appropriate recommendations and highlighting those risks via the appropriate escalation channels What you'll bring to the role: Working background in all aspects of Investment Management Operations, preferably with a focus upon transition events Strong attention to detail Excellent organizational and project management skills Strong business sense and excellent judgment Good knowledge of the custody environment Stakeholder management Strong risk awareness and communication skills Has proven ability to interact with multiple internal and external functions including clients, legal, compliance, fund managers, sales, client service and other functional operations teams. Comfortable dealing with senior individuals and management across these functions WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $105,000 and $156,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).