Application Deadline: 02/04/2026
Job Family Group: Commercial Sales & Service
BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society.
Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
Responsibilities
Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue.
Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.
Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards.
Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios.
Identifies key market segments and leverages industry trends to drive business growth and expand the client base.
Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.
Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments.
Builds and maintains strong long‑term relationships with the bank's high‑value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Structures deals, secures credit approvals, negotiates high‑value transactions, and identifies opportunities for cross‑selling.
Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs.
Identifies share of wallet opportunities.
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
Focus is primarily on business/group within BMO; may have broader, enterprise‑wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non‑routine situations.
Broader work or accountabilities may be assigned as needed.
Qualifications
7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Advanced level of proficiency
Product Knowledge
Regulatory Compliance
Structuring Deals
Portfolio Management
Credit Risk Assessment
Project Management
Customer Service
Problem Solving
Negotiation
Customer Relationship Building
Expert level of proficiency
Financial Analysis
Salary
$88,800.00 - $165,600.00
Pay Type
Salaried
The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on the number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please see https://jobs.bmo.com/global/en/Total-Rewards.
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is a proud equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
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$88.8k-165.6k yearly 2d ago
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Flexible Remote Work - Get Paid to Share Your Opinions on Top Brands
OCPA 3.7
Kankakee, IL jobs
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of between $25/hr. and $45/hr., depending on the In-Home Usage Test project. No experience required.
There is no payment required in order to apply or to work as an In-Home Usage Tester. You don't have to buy products or pay for shipping, everything is paid by our company. In-Home Usage Testers are considered independent contractors, we pay weekly every Wednesday by direct deposit or by cheque.
Online Consumer Panels America is a consulting firm that specializes in product testing and product development work. We design and conduct In-Home Usage Testing (IHUT) locally and nationally to provide actual user feedback in real-time to companies and market research firms to evaluate products to ensure proper product certification and greater market access.
It is important to note that during your application process, reputable market research companies will determine your demographics and consumer profile to establish what products would be suitable for you to test. Market research companies that partner with us will use questionnaires to identify and target certain types of consumers, to ensure that the right participants are engaged and to achieve the representative sample needed.
Participation in these product testing and consumer panels is always free, secure and private. In-Home Usage Testing is a quick, easy and fun way to make extra cash by telling big brands what you think about their upcoming products and services in the American market.
Main Duties:
Properly document In-Home Usage Tests as instructed in the In-Home Usage Test Daily Schedule (screenshots, audio recordings, videos, product journal entries, etc.)
Take care of the product being tested and use it responsibly
Read and strictly follow the In-Home Usage Test Daily Schedule provided with each product testing project (may include tasks such as unpacking, reading instructions, journal entries, online or mobile feedback, usage of product for a certain amount of time, writing reviews, taking pictures, etc.)
Some In-Home Usage Tests projects may require participants to use MFour's Mobile In-Home Use Test Technology (cutting-edge smartphone technology to capture Point-of-Emotion insights to gain unparalleled depth of responses)
There are times when the product being tested may be discussed in a private chat room that is opened by a market research firm
Write reviews as requested in the In-Home Usage Test Daily Schedule for each project
Requirements:
Ability to follow specific instructions
Excellent attention to detail and curious spirit
Be able to work 15-25 hours per week and commit to a certain routine
Have access to a computer and a reliable internet connection
Have access to a digital camera or cell phone that takes pictures -Be honest and reliable -Good communication skills are an asset -18 years or older
A paid Product Tester position is perfect for those looking for an entry-level opportunity, flexible or seasonal work, temporary work or part-time work. The hours are completely flexible and no previous experience is necessary.
Benefits:
Very competitive pay rate
Weekly pay
Work around your own schedule
Learn about an exciting industry
Telecommute (you can work from home, work or school)
Most of the time you can keep the product you tested
$25 hourly 60d+ ago
Revenue Management Analyst
Hispanic Alliance for Career Enhancement 4.0
Chicago, IL jobs
Application Deadline: 12/30/2025
Job Family Group: Data Analytics & Reporting
Treasury and Payment Solutions (TPS) Revenue Management seeks a dynamic individual to drive the evolving Cash Management business Responsibilities
Develop innovative data strategies and reporting to enhance business profitability
Focus on TPS fee pricing strategies working with TPS Product to help determine standard fee pricing
Work with TPS Sales teams to evaluate exception pricing opportunities
Work with benchmarking and industry data to evaluate TPS fee pricing
Research revenue leakage by improving processes and procedures
Build and maintain TPS pricing tools to monitor pricing changes
Ensure financial results are well understood and how they impact business results
Develop knowledge related to business/group strategy, plans, and financial activities
Gather and format data into regular and ad-hoc reports, and dashboards
Coordinate and execute specific activities for the implementation of strategic initiatives, including tracking metrics and milestones
Collaborate with internal and external stakeholders to deliver on business objectives
Employ systems such as customized exception reports, tracking reports, etc. to manage information
Execute routine tasks such as ad‑hoc requests, transactions, queries, etc. within relevant service level agreements
Complete complex and diverse tasks within given rules/limits and may include handling escalations from other employees
Analyze issues and determine next steps
Broader work or accountabilities may be assigned as needed
Qualifications
Typically between 4-6 years of relevant experience and a post‑secondary degree in a related field desirable or an equivalent combination of education and experience
Data analysis experience is a must have
Treasury services/cash management banking knowledge is an asset
Verbal and written communication skills - Proficient
Organization skills - Proficient
Collaboration and team skills - Proficient
Analytical and problem‑solving skills - Proficient
Excel - Expert
Power BI - Proficient
Experience in Alteryx, Business Objects or similar data analytics and visualization platforms is an asset
Salary
$57,500.00 - $106,500.00
Pay Type
Salaried - Salaries vary based on location, skills, experience, education, and qualifications. Commission structure may be included for certain roles; part‑time roles are prorated. The listed salary represents BMO Financial Group's expected target for the first year.
BMO Financial Group's total compensation package may include performance‑based incentives, discretionary bonuses, and other perks and rewards. Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans are also offered. For more details of our benefits, visit https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, so you can help our customers reach theirs. From in‑depth training and coaching to manager support and network‑building opportunities, we'll help you gain valuable experience and broaden your skill set.
To find out more visit us at http://jobs.bmo.com/us/en
Equal Employment Opportunity
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state, and local law.
Reasonable Accommodation
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Recruiter Note
BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. The BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written, and fully executed agency agreement contract for service to submit resumes.
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$57.5k-106.5k yearly 3d ago
Part-Time Office Assistant
Career Group 4.4
San Francisco, CA jobs
A leading investment firm with a reputation for innovation and impact is seeking a proactive Part-time Office Assistant to join its San Francisco office in Jackson Square. This role is ideal for someone highly flexible, resourceful, and eager to support a dynamic office environment during a period of growth and build-out.
***Please note this is an ongoing as needed temporary, part-time role!
Responsibilities:
Provide office coordination support, including supplies, inventory, facilities, and stocking
Manage catering and lunch deliveries as needed
Assist with logistics related to an ongoing office build-out
Offer administrative support to Executive Assistants and the Office Manager
Jump in to handle various tasks as they arise in a fast-paced environment
Use tech tools to streamline processes (G Suite, Mac OS; experience with Slack, Airtable, Asana a plus)
Qualifications:
Proven ability to thrive in a dynamic and evolving office setting
Tech-savvy and adaptable, with strong organizational skills
Excellent communication and interpersonal skills
Resourceful, proactive, and able to anticipate needs'
Compensation:
$30 - $35/hr
You can use www.workgrades.com to collect and manage your references for free and share them with us or anyone else you choose. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.
We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
$30-35 hourly 2d ago
Part Time - Work from Home - Online Product Tester - No experience ($25-$45 per hour)
OCPA 3.7
Peoria, IL jobs
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of between $25/hr. and $45/hr., depending on the In-Home Usage Test project. No experience required.
There is no payment required in order to apply or to work as an In-Home Usage Tester. You don't have to buy products or pay for shipping, everything is paid by our company. In-Home Usage Testers are considered independent contractors, we pay weekly every Wednesday by direct deposit or by cheque.
Online Consumer Panels America is a consulting firm that specializes in product testing and product development work. We design and conduct In-Home Usage Testing (IHUT) locally and nationally to provide actual user feedback in real-time to companies and market research firms to evaluate products to ensure proper product certification and greater market access.
It is important to note that during your application process, reputable market research companies will determine your demographics and consumer profile to establish what products would be suitable for you to test. Market research companies that partner with us will use questionnaires to identify and target certain types of consumers, to ensure that the right participants are engaged and to achieve the representative sample needed.
Participation in these product testing and consumer panels is always free, secure and private. In-Home Usage Testing is a quick, easy and fun way to make extra cash by telling big brands what you think about their upcoming products and services in the American market.
Main Duties:
Properly document In-Home Usage Tests as instructed in the In-Home Usage Test Daily Schedule (screenshots, audio recordings, videos, product journal entries, etc.)
Take care of the product being tested and use it responsibly
Read and strictly follow the In-Home Usage Test Daily Schedule provided with each product testing project (may include tasks such as unpacking, reading instructions, journal entries, online or mobile feedback, usage of product for a certain amount of time, writing reviews, taking pictures, etc.)
Some In-Home Usage Tests projects may require participants to use MFour's Mobile In-Home Use Test Technology (cutting-edge smartphone technology to capture Point-of-Emotion insights to gain unparalleled depth of responses)
There are times when the product being tested may be discussed in a private chat room that is opened by a market research firm
Write reviews as requested in the In-Home Usage Test Daily Schedule for each project
Requirements:
Ability to follow specific instructions
Excellent attention to detail and curious spirit
Be able to work 15-25 hours per week and commit to a certain routine
Have access to a computer and a reliable internet connection
Have access to a digital camera or cell phone that takes pictures -Be honest and reliable -Good communication skills are an asset -18 years or older
A paid Product Tester position is perfect for those looking for an entry-level opportunity, flexible or seasonal work, temporary work or part-time work. The hours are completely flexible and no previous experience is necessary.
Benefits:
Very competitive pay rate
Weekly pay
Work around your own schedule
Learn about an exciting industry
Telecommute (you can work from home, work or school)
Most of the time you can keep the product you tested
$25 hourly 1d ago
Senior Legal Counsel - Employment, Benefits and Compensation
Hispanic Alliance for Career Enhancement 4.0
Chicago, IL jobs
Application Deadline: 12/31/2025
Job Family Group: Legal
Provides and manages the delivery of legal and regulatory advice on U.S. employment law, benefits plans (including ERISA plans), and equity compensation plans on behalf of BMO Financial Group. Provides legal advice based on knowledge of legal principles, practices and procedures, and knowledge of the financial services industry and its environment. Influences and negotiates to achieve business objectives. Works to achieve organizational goals while minimizing legal risk.
Provides advice and counsel on wide range of employment, compensation, and employee benefit plans/ERISA matters, including on retirement plans, and health and welfare plans, and on issues including employee relations, performance management, leaves of absence and accommodations, wage and hour, pay equity, internal investigations, compensation and benefits, contingent workers, immigration, recruitment, inclusion, and mergers, acquisitions and outsourcing.
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
May participate in the design of legal advice strategies & approaches for the unit activity and making recommendations to minimize legal issues.
Acts as the prime subject matter expert for internal/external stakeholders.
Exercises judgement on complex, confidential and sensitive matters
Identifies and resolves moderately complex issues.
Determines root causes and negotiates resolutions.
Delivers legal advice, instructs external counsel and ensures compliance with internal policies & procedures for a single or small number of function(s).
Acts as a subject matter expert on relevant laws, regulations and policies.
Resolves daily issues and/or escalates with appropriate analysis and/or recommendations.
Identifies risks and implements appropriate actions to mitigate them.
Implements areas of improvement to ensure consistency with market place.
Builds effective relationships with internal/ external stakeholders.
Geographic scope: up to global.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
Implements changes in response to shifting trends.
Broader work or accountabilities may be assigned as needed.
Qualifications
Typically 7 years of legal practice or an equivalent combination of education and experience.
Degree in law (LLB or JD) and license to practice law in relevant jurisdiction.
Private practice, in-house experience or experience at regulatory body relating to the regulation of business/group activities may be required.
Knowledge in legal field, typically with a functional or business line specialization.
Knowledge of business and regulatory environment in which BMO Financial Group operates.
Advanced knowledge of subject matter legal requirements and the operations of a single client group.
Negotiation skills - in depth.
Seasoned professional with a combination of education, experience and industry knowledge.
Verbal & written communication skills - In-depth / Expert.
Analytical and problem solving skills - In-depth / Expert.
Influence skills - In-depth / Expert.
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
Able to manage ambiguity.
Data driven decision making - In-depth / Expert.
Salary
$132,600.00 - $247,000.00
Pay Type
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
#J-18808-Ljbffr
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of between $25/hr. and $45/hr., depending on the In-Home Usage Test project. No experience required.
There is no payment required in order to apply or to work as an In-Home Usage Tester. You don't have to buy products or pay for shipping, everything is paid by our company. In-Home Usage Testers are considered independent contractors, we pay weekly every Wednesday by direct deposit or by cheque.
Online Consumer Panels America is a consulting firm that specializes in product testing and product development work. We design and conduct In-Home Usage Testing (IHUT) locally and nationally to provide actual user feedback in real-time to companies and market research firms to evaluate products to ensure proper product certification and greater market access.
It is important to note that during your application process, reputable market research companies will determine your demographics and consumer profile to establish what products would be suitable for you to test. Market research companies that partner with us will use questionnaires to identify and target certain types of consumers, to ensure that the right participants are engaged and to achieve the representative sample needed.
Participation in these product testing and consumer panels is always free, secure and private. In-Home Usage Testing is a quick, easy and fun way to make extra cash by telling big brands what you think about their upcoming products and services in the American market.
Main Duties:
Properly document In-Home Usage Tests as instructed in the In-Home Usage Test Daily Schedule (screenshots, audio recordings, videos, product journal entries, etc.)
Take care of the product being tested and use it responsibly
Read and strictly follow the In-Home Usage Test Daily Schedule provided with each product testing project (may include tasks such as unpacking, reading instructions, journal entries, online or mobile feedback, usage of product for a certain amount of time, writing reviews, taking pictures, etc.)
Some In-Home Usage Tests projects may require participants to use MFour's Mobile In-Home Use Test Technology (cutting-edge smartphone technology to capture Point-of-Emotion insights to gain unparalleled depth of responses)
There are times when the product being tested may be discussed in a private chat room that is opened by a market research firm
Write reviews as requested in the In-Home Usage Test Daily Schedule for each project
Requirements:
Ability to follow specific instructions
Excellent attention to detail and curious spirit
Be able to work 15-25 hours per week and commit to a certain routine
Have access to a computer and a reliable internet connection
Have access to a digital camera or cell phone that takes pictures -Be honest and reliable -Good communication skills are an asset -18 years or older
A paid Product Tester position is perfect for those looking for an entry-level opportunity, flexible or seasonal work, temporary work or part-time work. The hours are completely flexible and no previous experience is necessary.
Benefits:
Very competitive pay rate
Weekly pay
Work around your own schedule
Learn about an exciting industry
Telecommute (you can work from home, work or school)
Most of the time you can keep the product you tested
$25 hourly 1d ago
Director, Principal Relationship Manager, Commercial (Emerging Middle Market)
Hispanic Alliance for Career Enhancement 4.0
San Francisco, CA jobs
Application Deadline
02/07/2026
Address
180 Montgomery St.
Job Family Group
Commercial Sales & Service
BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society.
The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the marketplace, and a proven track record in sales performance. This individual will join a tight‑knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank.
Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
Acts as an escalation point for complex client issues, using strategic problem‑solving to resolve conflicts and maintaining strong client relationships.
Leads the structuring of high‑value, complex deals, and credit approvals, ensuring alignment with client needs.
Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.
Drives negotiations for high‑value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
Manages high‑value client portfolios, driving cross‑selling, retention, and profitability.
Implements cross‑selling initiatives, driving client engagement and successfully transitioning opportunities into revenue‑generating sales.
Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision‑making.
Engages with senior leadership and cross‑functional teams to align strategies, address client needs, and drive holistic business solutions.
Delivers reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.
Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.
Builds and maintains strong long‑term relationships with the bank's high‑value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Structures deals, secures credit approvals, negotiates high‑value transactions, and identifies opportunities for cross‑selling.
Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs.
Identifies share of wallet opportunities.
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
Operates at a group/enterprise‑wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non‑routine.
Implements changes in response to shifting trends.
Broader work or accountabilities may be assigned as needed.
Qualifications
10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
Seasoned professional with a combination of education, experience and industry knowledge.
Advanced level of proficiency
Project Management
Change Management
Expert level of proficiency
Product Knowledge
Regulatory Compliance
Structuring Deals
Portfolio Management
Credit Risk Assessment
Customer Service
Stakeholder Management
Negotiation
Customer Relationship Building
Salary
$122,400.00 - $228,000.00
Pay Type
Salaried
The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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$66k-97k yearly est. 2d ago
Travel Respiratory Therapist - $2,262 per week
Focus Staff 4.4
Urbana, IL jobs
Focus Staff is seeking a travel Registered Respiratory Therapist for a travel job in Urbana, Illinois.
Job Description & Requirements
Specialty: Registered Respiratory Therapist
Discipline: Allied Health Professional
Start Date: 01/26/2026
Duration: 13 weeks
36 hours per week
Shift: 12 hours, nights
Employment Type: Travel
We currently have a client in Urbana, IL looking for Traveling Respiratory Therapist (RRT)!
Focus Staff is seeking a traveling Respiratory Therapist to help us to provide quality patient care during this COVID 19 Crisis. As a member of the Respiratory Team, develop and ensure the patient plan of care in collaboration with physicians, registered nurses, and other therapists. Ask your recruiter if this job qualifies as a crisis rate.
Contract Assignment - 13 Weeks (Temporary)
Shift: 3x12 Nights
Rewards: (Respiratory Therapist)
Pay depends on location and experience.
We are offering a very competitive package to the right Respiratory Therapist.
Health Insurance Coverage
401K matching
New licensing reimbursement
Job staffing in all 50 states
Candidates need to possess phenomenal efficiency and attention to detail with a strong knowledge of procedures and patient safety. Being Compassionate and sensitive is a prerequisite for the profession.
Requirements
Proven experience as Repertory Therapist
Maintain current CPR or BCLS certification.
BCLS, ACLS, PALS, NALS, or NRP preferred
Excellent communication skills with the staff, physicians, patients and families
Work Experience: At least 2 years of experience
If you are seeking Respiratory Therapist position and would like to work with an agency that will listen to your needs and career goals, then Focus Staff is the right place to be. We are proud of our ability to build relationships with all our healthcare professionals, whether you are seeking Travel assignments, PRN work or Permanent Placed positions.
Responsibilities:
Evaluating patient and recommends a treatment plan
Providing respiratory care to patients with critical and complex medical and surgical conditions
Performing insertion and removal of endotracheal tubes
Performing timely and accurate documentation
Promoting continuous quality improvement
Teaching and counseling patients/families
Job Type: Contract/Temporary/Travel
Location: Urbana, IL
If You have a Passion for Respiratory Therapy, Apply Today and a Recruiter will guide you through the Process.
Join our VIP team of Traveling Professionals!
RRT, Respiratory Therapist, Traveling Respiratory Therapist - RRT, Part-Time, Contract, Travel, Temporary, 13 Weeks, Temp. Tier7
Focus Staff Job ID #a0xVt00000EgcqPIAR. Pay package is based on 12 hour shifts and 36 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Travel RRT - Respiratory Therapist
About Focus Staff
Your Journey, Our Focus. Travel Confidently, Care Boldly with Focus Staff.
At Focus Staff, we're here to make your travel healthcare career rewarding, seamless, and stress-free.
Whether you're a travel nurse, therapist, or allied health professional, we take care of the details so you can focus on what you do best - caring for others. Our mission is simple: to help healthcare heroes like you thrive, no matter where your journey takes you.
With thousands of job opportunities across all 50 states, our dedicated recruiters work closely with you to match you to the right assignment, based on what matters most to you - pay, location, benefits, or career growth.
From day one, you'll enjoy premium benefits like medical coverage that bridges between assignments, 401K matching, travel and licensing reimbursements, and personalized housing support. Plus, our team is here for you 24/7, with clinical support available whenever you need guidance or backup.
At Focus Staff, we believe in making every assignment a smooth, comfortable, and empowering experience. Let's make your next adventure your best one yet.
$51k-92k yearly est. 3d ago
ER Registration Clerk (Days/overnight)
Teksystems 4.4
Orange, CA jobs
Registration Clerk - Emergency Room (ER) or Outpatient Fullerton and Mission Viejo CA Locations Schedule: See shift options below (Full-time and part-time available) About the Role Join a fast-paced, high-impact team in the ER where you'll be the first point of contact for patients in critical need. As a Registration Clerk, you'll play a vital role in patient intake, insurance verification, and supporting emergency medical staff.
What You'll Do
* Greet and register patients in the ER
* Collect and verify insurance and personal information
* Navigate different registration workflows (e.g., uninsured, out-of-state)
* Collaborate with nurses, physicians, EMTs, and firefighters
* Push mobile computer stations and remain on your feet for extended periods
* Maintain professionalism and empathy in high-stress situations
Training & Support
* 12-day onboarding: 1 day classroom + 11 days hands-on shadowing
* Access to job aids and SharePoint resources
* Ongoing performance feedback and knowledge checks
What We're Looking For
* Strong customer service skills and punctuality
* Compassionate, team-oriented, and eager to learn
* Comfortable in a trauma center environment (blood, critical cases, 5150 patients)
* Ability to multitask in a chaotic, fast-moving ER setting
* any healthcare experience is a huge plus! (clinic, hospital, or other medical facility)
Weekends and holiday are REQUIRED. (weekends usually rotate based on business needs)
Available Shifts
Orange:
Multiple shifts (nights, days, mid)
*Fullerton*
ER Clerk FT Saturday through Wednesday 7:30pm/8pm/9pm start times 8 hour shifts
*Mission Viejo*
Main Admitting Clerk Monday-Saturday (rotating Saturdays) 7am to 9:30am start times
*Job Type & Location*This is a Contract to Hire position based out of Orange, CA.
*Pay and Benefits*The pay range for this position is $24.00 - $24.00/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
*Workplace Type*This is a fully onsite position in Orange,CA.
*Application Deadline*This position is anticipated to close on Jan 23, 2026.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
$24-24 hourly 7d ago
Managing Director, Corporate Banking
Hispanic Alliance for Career Enhancement 4.0
Chicago, IL jobs
MD & Head, Corporate Banking, Global Financial Institutions Group ("GFIG") - Portfolio Management
Application Deadline:
Address: 320 S Canal Street
Job Family Group: Capital Mrkts Sales & Service
As a senior member of the GFIG team, the successful candidate will support the origination and structuring of corporate lending transactions, coordinating with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing credit facilities to support trading products business, facilitating credit approvals in support of transaction banking products and training and coaching junior bankers. GFIG is divided into 5 industry groups spanning, Asset & Wealth Managers, Insurance, Specialty Finance, Market Structure and Banks. The candidate will oversee a team of junior and senior bankers in the Portfolio Management team, that will support and work alongside each of the industry groups. The candidate will also provide ongoing risk management support to the Group Head of Corporate Banking GFIG.
Qualities we are looking for in a candidate
Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
Ensures alignment between values and behaviour that fosters diversity and inclusion.
Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
Attracts, retains, and enables the career development of top talent.
Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.
Oversees credit underwritings and leads the credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders.
Completes due diligence and credit analysis on new and existing client relationships. May include client visits, analysis of business models, and comprehensive review of industry trends and related regulations.
Monitors client, client industry and regulatory agencies for potential changes which may affect client's portfolio and business needs.
Provides outstanding deal structuring, business development, and other expertise and negotiates transactions with clients on highly complex deals.
Identifies emerging issues and trends to inform decision-making.
Understands complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).
Balances the Bank's risk appetite with the client needs in making recommendations/ proposal.
Makes decisions based on a strong understanding of risks; effectively evaluates risk-return trade-offs, and proactively takes accountability for risks assumed.
Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
Works with specialists as needed to support successful deal completion.
Acts in a leadership role to drive improved efficiency and effectiveness.
Identifies issues, gaps and process improvements through open communication both internally and with other bank areas, and through the monitoring of productivity against benchmarks.
Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.
Broader work or accountabilities may be assigned as needed.
Qualifications
Minimum of 10 years of relevant experience in corporate banking working with investment banking on client coverage, negotiating and structuring financial transactions. This should include some time in a corporate lending environment developing business.
Undergraduate degree has focal areas of finance, economics, or accounting preferred with high academic achievement.
MBA, CFA or equivalent experience in financial services, accounting and legal fields is preferred but not required.
Relevant Financial Institutions sector experience is highly desired.
Experience with a delegated credit limit or signing authority is preferred.
Excellent knowledge of organizational lending and portfolio management policies and objectives.
Excellent knowledge of a corporate bank's financial solution products and services.
Managerial, change management and leadership experience.
Exceptional analytical skills. Technical leader viewed as a thought leader for innovation.
Verbal & written communication skills - Expert.
Analytical and problem-solving skills - Expert.
Influence skills - Expert.
Collaboration & team skills; with a focus on cross-group collaboration - Expert.
Please note the base salary for this role is $300,000.00 USD.
Salary
Pay Type: Salaried
The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network‑building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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$89k-159k yearly est. 4d ago
Business Solutions Manager - Sales & Recruiting
Roth Staffing 4.1
San Francisco, CA jobs
Elevate Your Career While Making a Difference - Join the #1 Staffing Firm to Work for in the U.S.!
Adams & Martin Group, one of the largest privately held staffing firms in the U.S., focuses on placing legal staff, attorneys and litigation support professionals for legal departments and law firms across the U.S. We are currently seeking a Business Solutions Manager to recruit as well as develop and grow our client base and new business opportunities for the San Franciso, California area.
Why Work for Adams & Martin Group?
Our award-winning, unique culture and amazing coworker community make us stand out among the rest. The best part is we make an impact on someone's life every time we make a placement. We're afforded the opportunity to create remarkable experiences and to make life better each day… and it feels good!
Fully remote (100% Work from Home) with choice to work hybrid or in-office in markets with a physical office location
Schedule flexibility including 9/80 and part-time options (after 26 weeks)
Competitive salary, bonus plan, and broad range of benefits including 401K/deferred compensation plan + matching
Salary range for this position is $60,000-$90,000 with competitive bonus opportunity
Multiple monthly and annual recognition and reward opportunities including an annual trip for top performers
Paid and company-sponsored programs to support health and wellness
Diversity and inclusion focus and programs
Paid time to give back to our communities as well as company sponsored non-profits
Focused communication and training support
By joining Adams & Martin Group, you connect with a company culture based on values, fun, community giving, volunteering, celebrating belonging and purpose, and making a positive impact in people's lives. You also benefit from an unlimited earning potential, 100% work from home, schedule flexibility, a broad range of health, life-balance, and recognition benefits including an annual paid trip for top performers. But don't just take our word for it. Adams & Martin Group, a specialized business line of Roth Staffing Companies, is consistently recognized as an industry by Staffing Industry Analysts (SIA), Inc., ClearlyRated, and certified by Great Places to Work™ and Most Loved Workplaces… and we're proud of it!
Specifically in this role, the Business Solutions Manager is responsible for driving business development and recruitment efforts in the San Franciso, California area. Working in a largely virtual environment where our culture and commitment to creating remarkable experiences come first, the Business Solutions Manager uses end-to-end recruiting and full-sales cycle skills to promote our legal workforce staffing solutions with clients and prospects through combination of video and in-person meetings.
What Do We Look For?
Business Solutions Manager should live in the greater San Franciso, California area
Individuals who thrive in a business development and outbound sales environment
Individuals with a strong business acumen and customer service skills
Strong communicators with excellent problem-resolution skills
Previous staffing industry or recruiting experience is helpful
Legal field experience is a plus
Someone who is enthusiastic about creating remarkable experiences with coworkers, clients, and Ambassadors in line with our company purpose, promise and values
Someone who embraces being a part of an environment that focuses on belonging
2+ years of B2B sales experience in a professional services environment preferred
Bachelor's degree or transferrable experience
Learn more about us at AdamsMartinGroup.com.
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$60k-90k yearly 5d ago
Vice President, Team Lead - Portfolio Manager, Commercial (Emerging Middle Market)
Hispanic Alliance for Career Enhancement 4.0
San Ramon, CA jobs
Application Deadline: 02/04/2026
Job Family Group
Commercial Sales & Service
BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society.
The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues.
Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment.
Responsibilities
Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies.
Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements.
Signs off on new, renewal and extension loans within delegated authority.
Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities.
Evaluates portfolio performance and recommends capital allocation strategies that optimize returns with investment objectives.
Leads proposal development and delivers presentations to capture new business and expand client relationships.
Networks with industry contacts to gather competitive insights and best practices.
Develops and executes business development plans focused on enhancing client relationships and growth opportunities within the portfolio.
Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.
Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies
Conducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisions
Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required.
Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines.
Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed.
Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships.
Identifies revenue and cross-selling opportunities to enhance portfolio growth.
Identifies share of wallet opportunities.
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making.
Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
Ensures alignment between values and behaviour that fosters diversity and inclusion.
Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
Attracts, retains, and enables the career development of top talent.
Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
Qualifications
Preferred 5 - 7 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment.
Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Proficiencies Foundational Level
Structuring Deals
Advanced Level
Problem Solving
Collaboration
Detail-Oriented
Customer Service
Loan Structuring
Regulatory Compliance
Portfolio Management
Credit Risk Assessment
Banking Operations
Microsoft Office
Expert Level
Financial analysis
Salary
$88,800.00 - $165,600.00
Pay Type
Salaried
The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network‑building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
Equal Employment Opportunity
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
Accommodations
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters
BMO does not accept unsolicited resumes from any source other than directly from a candidate. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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$88.8k-165.6k yearly 2d ago
Flexible Remote Work - Get Paid to Share Your Opinions on Top Brands
OCPA 3.7
North Chicago, IL jobs
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of between $25/hr. and $45/hr., depending on the In-Home Usage Test project. No experience required.
There is no payment required in order to apply or to work as an In-Home Usage Tester. You don't have to buy products or pay for shipping, everything is paid by our company. In-Home Usage Testers are considered independent contractors, we pay weekly every Wednesday by direct deposit or by cheque.
Online Consumer Panels America is a consulting firm that specializes in product testing and product development work. We design and conduct In-Home Usage Testing (IHUT) locally and nationally to provide actual user feedback in real-time to companies and market research firms to evaluate products to ensure proper product certification and greater market access.
It is important to note that during your application process, reputable market research companies will determine your demographics and consumer profile to establish what products would be suitable for you to test. Market research companies that partner with us will use questionnaires to identify and target certain types of consumers, to ensure that the right participants are engaged and to achieve the representative sample needed.
Participation in these product testing and consumer panels is always free, secure and private. In-Home Usage Testing is a quick, easy and fun way to make extra cash by telling big brands what you think about their upcoming products and services in the American market.
Main Duties:
Properly document In-Home Usage Tests as instructed in the In-Home Usage Test Daily Schedule (screenshots, audio recordings, videos, product journal entries, etc.)
Take care of the product being tested and use it responsibly
Read and strictly follow the In-Home Usage Test Daily Schedule provided with each product testing project (may include tasks such as unpacking, reading instructions, journal entries, online or mobile feedback, usage of product for a certain amount of time, writing reviews, taking pictures, etc.)
Some In-Home Usage Tests projects may require participants to use MFour's Mobile In-Home Use Test Technology (cutting-edge smartphone technology to capture Point-of-Emotion insights to gain unparalleled depth of responses)
There are times when the product being tested may be discussed in a private chat room that is opened by a market research firm
Write reviews as requested in the In-Home Usage Test Daily Schedule for each project
Requirements:
Ability to follow specific instructions
Excellent attention to detail and curious spirit
Be able to work 15-25 hours per week and commit to a certain routine
Have access to a computer and a reliable internet connection
Have access to a digital camera or cell phone that takes pictures -Be honest and reliable -Good communication skills are an asset -18 years or older
A paid Product Tester position is perfect for those looking for an entry-level opportunity, flexible or seasonal work, temporary work or part-time work. The hours are completely flexible and no previous experience is necessary.
Benefits:
Very competitive pay rate
Weekly pay
Work around your own schedule
Learn about an exciting industry
Telecommute (you can work from home, work or school)
Most of the time you can keep the product you tested
Application Deadline
02/04/2026
Address
701 Pike St.
Job Family Group
Commercial Sales & Service
We are seeking a highly motivated Regional Manager to lead a team of relationship managers in our Emerging Middle Market Group. The ideal candidate has 10+ years of experience calling on companies generating $10MM - $50MM in revenue and has established relationships with customers, COIs, and key stakeholders in these geographies.
The Regional Manager will be responsible for the overall growth in market share within the area of their responsibility, leveraging their existing network of clients and drive direct new client acquisition. In addition, the ideal Regional Manager will actively recruit, develop, and coach the team around managing critical middle market relationships with the primary focus of gaining market share and driving top decile overall client satisfaction.
Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
Responsibilities
Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs.
Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.
Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
Manages high-value client portfolios, driving cross-selling, retention, and profitability.
Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales.
Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.
Delivers reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.
Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.
Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling.
Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs.
Identifies share of wallet opportunities.
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
Implements changes in response to shifting trends.
Broader work or accountabilities may be assigned as needed.
Qualifications
10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
Seasoned professional with a combination of education, experience and industry knowledge.
Advanced Level of Proficiency
Project Management
Change Management
Expert Level of Proficiency
Product Knowledge
Regulatory Compliance
Structuring Deals
Portfolio Management
Credit Risk AssessmentCustomer Service
Stakeholder Management
Negotiation
Customer Relationship Building
Salary
$122,400.00 - $228,000.00
Pay Type
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
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$71k-88k yearly est. 2d ago
Work From Home Product Tester - $25-$45/hr - No Experience Needed
OCPA 3.7
Waukegan, IL jobs
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of between $25/hr. and $45/hr., depending on the In-Home Usage Test project. No experience required.
There is no payment required in order to apply or to work as an In-Home Usage Tester. You don't have to buy products or pay for shipping, everything is paid by our company. In-Home Usage Testers are considered independent contractors, we pay weekly every Wednesday by direct deposit or by cheque.
Online Consumer Panels America is a consulting firm that specializes in product testing and product development work. We design and conduct In-Home Usage Testing (IHUT) locally and nationally to provide actual user feedback in real-time to companies and market research firms to evaluate products to ensure proper product certification and greater market access.
It is important to note that during your application process, reputable market research companies will determine your demographics and consumer profile to establish what products would be suitable for you to test. Market research companies that partner with us will use questionnaires to identify and target certain types of consumers, to ensure that the right participants are engaged and to achieve the representative sample needed.
Participation in these product testing and consumer panels is always free, secure and private. In-Home Usage Testing is a quick, easy and fun way to make extra cash by telling big brands what you think about their upcoming products and services in the American market.
Main Duties:
Properly document In-Home Usage Tests as instructed in the In-Home Usage Test Daily Schedule (screenshots, audio recordings, videos, product journal entries, etc.)
Take care of the product being tested and use it responsibly
Read and strictly follow the In-Home Usage Test Daily Schedule provided with each product testing project (may include tasks such as unpacking, reading instructions, journal entries, online or mobile feedback, usage of product for a certain amount of time, writing reviews, taking pictures, etc.)
Some In-Home Usage Tests projects may require participants to use MFour's Mobile In-Home Use Test Technology (cutting-edge smartphone technology to capture Point-of-Emotion insights to gain unparalleled depth of responses)
There are times when the product being tested may be discussed in a private chat room that is opened by a market research firm
Write reviews as requested in the In-Home Usage Test Daily Schedule for each project
Requirements:
Ability to follow specific instructions
Excellent attention to detail and curious spirit
Be able to work 15-25 hours per week and commit to a certain routine
Have access to a computer and a reliable internet connection
Have access to a digital camera or cell phone that takes pictures -Be honest and reliable -Good communication skills are an asset -18 years or older
A paid Product Tester position is perfect for those looking for an entry-level opportunity, flexible or seasonal work, temporary work or part-time work. The hours are completely flexible and no previous experience is necessary.
Benefits:
Very competitive pay rate
Weekly pay
Work around your own schedule
Learn about an exciting industry
Telecommute (you can work from home, work or school)
Most of the time you can keep the product you tested
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of between $25/hr. and $45/hr., depending on the In-Home Usage Test project. No experience required.
There is no payment required in order to apply or to work as an In-Home Usage Tester. You don't have to buy products or pay for shipping, everything is paid by our company. In-Home Usage Testers are considered independent contractors, we pay weekly every Wednesday by direct deposit or by cheque.
Online Consumer Panels America is a consulting firm that specializes in product testing and product development work. We design and conduct In-Home Usage Testing (IHUT) locally and nationally to provide actual user feedback in real-time to companies and market research firms to evaluate products to ensure proper product certification and greater market access.
It is important to note that during your application process, reputable market research companies will determine your demographics and consumer profile to establish what products would be suitable for you to test. Market research companies that partner with us will use questionnaires to identify and target certain types of consumers, to ensure that the right participants are engaged and to achieve the representative sample needed.
Participation in these product testing and consumer panels is always free, secure and private. In-Home Usage Testing is a quick, easy and fun way to make extra cash by telling big brands what you think about their upcoming products and services in the American market.
Main Duties:
Properly document In-Home Usage Tests as instructed in the In-Home Usage Test Daily Schedule (screenshots, audio recordings, videos, product journal entries, etc.)
Take care of the product being tested and use it responsibly
Read and strictly follow the In-Home Usage Test Daily Schedule provided with each product testing project (may include tasks such as unpacking, reading instructions, journal entries, online or mobile feedback, usage of product for a certain amount of time, writing reviews, taking pictures, etc.)
Some In-Home Usage Tests projects may require participants to use MFour's Mobile In-Home Use Test Technology (cutting-edge smartphone technology to capture Point-of-Emotion insights to gain unparalleled depth of responses)
There are times when the product being tested may be discussed in a private chat room that is opened by a market research firm
Write reviews as requested in the In-Home Usage Test Daily Schedule for each project
Requirements:
Ability to follow specific instructions
Excellent attention to detail and curious spirit
Be able to work 15-25 hours per week and commit to a certain routine
Have access to a computer and a reliable internet connection
Have access to a digital camera or cell phone that takes pictures -Be honest and reliable -Good communication skills are an asset -18 years or older
A paid Product Tester position is perfect for those looking for an entry-level opportunity, flexible or seasonal work, temporary work or part-time work. The hours are completely flexible and no previous experience is necessary.
Benefits:
Very competitive pay rate
Weekly pay
Work around your own schedule
Learn about an exciting industry
Telecommute (you can work from home, work or school)
Most of the time you can keep the product you tested
$25 hourly 1d ago
Market Director
Boomers Consulting, LLC 3.3
Turlock, CA jobs
Market Director Women's and Children Services
Turlock, United States | Posted on 08/14/2025
Boomers Consulting, LLC provides consulting and staffing services to clients who need assistance with projects or filling experienced-level and/or hard-to-fill vacancies including executive searches. Consultants work on client teams and work part-time or full-time on projects.
Job Description
Are you a passionate, visionary nursing leader ready to shape the future of maternal and pediatric care across multiple hospitals? This is your moment. This client is a mission-driven health system with strong community ties and a commitment to clinical excellence. This is more than a job-it's a chance to lead transformational change in one of California's most vibrant and growing regions.
Your Role:
Drive strategy and visionfor maternal and pediatric services across two hospitals in the Central Valley market.
Lead and inspirehigh-performing teams in Labor & Delivery, NICU, Pediatrics, and Women's Services.
Collaborate with leadership, physicians, and other community leadersto develop service lines and expand access to outstanding care.
Shape programsthat support families from pregnancy through childhood-making a lasting impact in the community.
Mentor and develop nurse leaders, fostering an environment of excellence, accountability, and continuous learning.
Guide financial and operational performance, ensuring quality care while maximizing resource utilization.
Implement innovation and best practices, supporting evidence-based care and patient-centered delivery models.
Requirements
Minimum5 years of nursing leadership experience
Minimum2 years in Labor & Delivery/Obstetrics
BSN required; MSN or MBA
ACLS, PALS & NRPcertifications required
Advanced Fetal Monitoring (AWHONN)certification preferred
A passion forteam-building, patient-centered care, and operational excellence
Occasional travel
Comprehensive benefitsincluding medical, dental, vision, telemedicine, and behavioral health.
Savings and retirement including a 401(k) Plan with a 50% match up to 6% of pay, employee stock purchase plan, flexible spending accounts, retirement readiness tools, rollover support, and financial well-being counseling .
Robust tuition assistance and student loan support.
Time-off programs, legal/ID protection, life insurance, and employee discounts.
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$80k-119k yearly est. 3d ago
ER Registration Clerk (Days/overnight)
Teksystems 4.4
Mission Viejo, CA jobs
Registration Clerk - Emergency Room (ER) or Outpatient Fullerton and Mission Viejo CA Locations Schedule: See shift options below (Full-time and part-time available) About the Role Join a fast-paced, high-impact team in the ER where you'll be the first point of contact for patients in critical need. As a Registration Clerk, you'll play a vital role in patient intake, insurance verification, and supporting emergency medical staff.
What You'll Do
* Greet and register patients in the ER
* Collect and verify insurance and personal information
* Navigate different registration workflows (e.g., uninsured, out-of-state)
* Collaborate with nurses, physicians, EMTs, and firefighters
* Push mobile computer stations and remain on your feet for extended periods
* Maintain professionalism and empathy in high-stress situations
Training & Support
* 12-day onboarding: 1 day classroom + 11 days hands-on shadowing
* Access to job aids and SharePoint resources
* Ongoing performance feedback and knowledge checks
What We're Looking For
* Strong customer service skills and punctuality
* Compassionate, team-oriented, and eager to learn
* Comfortable in a trauma center environment (blood, critical cases, 5150 patients)
* Ability to multitask in a chaotic, fast-moving ER setting
* any healthcare experience is a huge plus! (clinic, hospital, or other medical facility)
Weekends and holiday are REQUIRED. (weekends usually rotate based on business needs)
Available Shifts
*Fullerton*
ER Clerk FT Saturday through Wednesday 7:30pm/8pm/9pm start times 8 hour shifts
*Mission Viejo*
Main Admitting Clerk Monday-Saturday (rotating Saturdays) 7am to 9:30am start times
*Job Type & Location*This is a Contract position based out of Mission Viejo, CA.
*Pay and Benefits*The pay range for this position is $24.00 - $24.00/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
*Workplace Type*This is a fully onsite position in Mission Viejo,CA.
*Application Deadline*This position is anticipated to close on Jan 16, 2026.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
$24-24 hourly 7d ago
Tax Manager - Client-Facing | Novato, CA (Hybrid)
Cybercoders 4.3
Novato, CA jobs
Are you a highly experienced CPA ready to step into a leadership role where client relationships and team mentorship are key to success? Join a firm recently named one of the "Best Firms to Work For" where your expertise in complex tax and accounting projects will drive growth and client satisfaction.
We are actively recruiting a Tax Manager to be a core part of our team, working in our Novato, California office at least part-time.
The Offer
Base Salary: $125,000 - $135,000 annually.
Bonus Potential: Earn an additional $18,000 - $23,000 annually through two separate programs for achieving chargeable hour goals (FIP) and performance/development targets (PMP).
Total Compensation Range: $143,000 - $158,000 (prorated the first year).
Benefits & Culture:
Named one of the "Best Firms to Work For" by Accounting Today.
Comprehensive medical, dental, vision, life insurance, and 401(k) plan.
Commitment to work/life balance with generous PTO, 12 paid holidays, flexible hours, and remote work opportunities.
Additional perks: Commuter assistance, CPA exam prep reimbursement, tuition reimbursement, and fitness reimbursement.
What You'll Be Doing (The Manager Role)
As a Tax Manager, you will be a central figure in client management, technical execution, and staff development.
Client Leadership:
Develop and maintain meaningful client relationships to ensure high satisfaction.
Actively execute client retention strategies and identify opportunities to expand services.
Lead client communication and take responsibility for engagement deliverables.
Technical Oversight:
Assume responsibility for complex accounting and tax engagements.
Prepare a wide variety of complex corporate, individual, partnership, fiduciary, and other tax returns with minimal supervision.
Review moderately complex returns prepared by junior staff and provide detailed review points and coaching.
Identify and communicate tax planning opportunities and issues to clients and partners.
Team Development:
Supervise, coach, train, and mentor Staff and less experienced Senior Accountants.
Assist in assigning appropriate staff based on engagement difficulty and availability.
Demonstrate mastery of time management and organizational skills, and delegate effectively.
What You'll Bring (Requirements)
Education & Licensing:
Bachelor's Degree with a major or concentration in Accounting, Tax, or a related field.
Must hold a valid and current CPA license. (EA is not an acceptable alternative.)
Experience:
Minimum of 5+ years of progressively responsible experience with a public accounting firm.
Significant experience with tax engagements for both individual and closely-held businesses.
Strong general accounting knowledge, including complex journal entries and trial balance work.
Skills:
Demonstrated proficiency with tax law and complex tax research.
Proficiency with standard tax software (Lacerte and/or ProSystems FX) and Excel.
Excellent interpersonal, communication, and time management skills.
Proven ability to supervise and develop others.
Location & Logistics
Hybrid Model: This position is hybrid and requires you to work out of our Novato, CA office at least part of the time.
Local Candidates Only: We are NOT considering fully remote candidates or providing relocation assistance.
Benefits