Job Family: Management Consulting, Power Systems Engineering Consulting, Sustainability Consulting Travel Required: Up to 75%+ Clearance Required: None Guidehouse is seeking to strategically hire a director for each of our Energy Provider's Market teams in the United States.
What You Will Do:
Charged with overall account growth and client satisfaction, this role of Account Director requires a self-motivated, driven professional with strong sales and business acumen, a proven track record of success in complex solution selling, a solid understanding of Utilities & Energy business operations. Successful Energy Providers Account Director candidates will have a passion for execution and delivery excellence.
Responsibilities include:
* Drive growth and client satisfaction in Guidehouse's Energy Providers Practice through crafting, selling, and overseeing delivery of strategic advisory, technology, and risk management consulting engagements, with a primary focus on Investor-Owned Utilities
* This position is designed to support Guidehouse's Energy Practice primarily in the following ways:
* Developing/expanding long-term client relationships with key accounts that will lead to repeat business, meeting and exceeding annual sales targets set
* Leading the pursuit and closure of new consulting engagements
* Building deep trusted advisor relationships with key Utility client stakeholders
* Collaborating with senior consulting professionals in our delivery, solutions and technology teams across Guidehouse to cross-sell a broader range of Guidehouse offerings to our Energy Provider clients
* Improving client business performance through benchmarking, process improvement, performance metrics, operating risk assessment, and implementation of continuous improvement principles for clients, including:
* Assessing and guiding the business process and organizational changes required to improve organizational effectiveness
* Building results-oriented business processes, develop and implement long- and short-term strategies, and transition business models for clients
* Providing oversight to project assignments, including development of team, outline of work plan, direction and coordination of technical contributions, and oversee budget and schedule
* Contributing strategic industry, subject matter expertise and thought leadership on project assignments within the business unit or elsewhere within the organization
* Providing coaching and mentoring to junior level staff
* Managing all aspects of client relationships and oversight of engagement delivery
What You Will Need:
* US Citizen or US Permanent Resident status required due to client engagement requirements
* Bachelor's degree in engineering, business or related discipline AND Ten (10+) plus years' management consulting experience within power utilities (excluding Oil & Gas or Telecommunications); Or Master's degree in engineering, business or related discipline AND Eight (8+) plus years' management consulting experience within power utilities (excluding Oil & Gas or Telecommunications)
* Must have executive level power utilities/commercial energy business experience with a deep background in the energy utility industry, including energy market infrastructure, asset management, regulation, and clean energy trends
* Successful experience leading business development initiatives (writing proposals, identifying opportunities to expand the scope, and/or providing additional services) and managing account teams (developing and implementing an account plan and leading account team activities)
* Full lifecycle solution experience, including strategy, planning, design, implementation (including technology implementation), and operations
* Reviewing and at times preparing and delivering reports, presentations and other documents for client deliverables
* Excellent communication skills and people skills
* High degree of self-confidence and determination
* Advanced organizational and management skills
* Ability to manage multiple time-sensitive priorities and assignments without diminished effectiveness
* Ability to communicate effectively throughout all levels of an organization
* Proficiency with spreadsheets, databases, word processing, and slide presentation software
* Ability to work onsite in a Guidehouse Office or Client Office
* Ability to travel as needed
* Must currently reside in the contiguous United States
What Would Be Nice To Have:
* Preference will be given to candidates within reasonable driving distance of an Energy Providers Client Office or respective core Guidehouse Office listed
* Experience developing and using analytical models and simulations
* Demonstrated ability to develop and lead the execution of an account GTM plan in the utilities industry
* Demonstrates creativity in proposal development/commercial construction
* Knowledge and experience with one or more: Infrastructure Resilience, integrating flexible generation and digitalization to improve energy system resilience, Grid OT/IT, AI/ML Technology Modernization solutions, Cybersecurity, Portfolio & Asset Management
* Transmission & Distribution (T&D) experience with a deep background and understanding of infrastructure resiliency trends
* Technology platforms certifications
#LI-RE1
The annual salary range for this position is $197,000.00-$328,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.
What We Offer:
Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.
Benefits include:
* Medical, Rx, Dental & Vision Insurance
* Personal and Family Sick Time & Company Paid Holidays
* Position may be eligible for a discretionary variable incentive bonus
* Parental Leave and Adoption Assistance
* 401(k) Retirement Plan
* Basic Life & Supplemental Life
* Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
* Short-Term & Long-Term Disability
* Student Loan PayDown
* Tuition Reimbursement, Personal Development & Learning Opportunities
* Skills Development & Certifications
* Employee Referral Program
* Corporate Sponsored Events & Community Outreach
* Emergency Back-Up Childcare Program
* Mobility Stipend
About Guidehouse
Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation.
Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.
If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at ************** or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.
All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or ************************. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process.
If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact *************************. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties.
Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.
A financial services company in San Francisco is seeking an experienced security professional to assess access controls and mentor peers in security best practices. The candidate should have over 6 years of experience in security operations and a Bachelor's degree. The role offers competitive compensation ranging from $157,000 to $200,000, along with a hybrid work model and comprehensive benefits.
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$157k-200k yearly 1d ago
Sr SecOps Engineer
Lendingclub 4.6
San Francisco, CA job
Continuously assess access controls to align with Zero Trust principles and regulatory requirements Mentor peers, share knowledge, and help establish LendingClub-wide security best practices* 6+ years of experience in security operations, engineering, or related infrastructure security roles in a medium-to-large enterprise* Bachelor's degree or higher in a related field; or equivalent work experience* Proven expertise with vulnerability scanning tools (Qualys, Wiz, Orca, Upwind) and EDR platforms (Crowdstrike, Tanium, SentinelOne, etc.)* Strong knowledge of AWS security services (IAM, GuardDuty, Security Hub, WAF, KMS, VPC security)* Hands-on experience with SIEM & logging platforms (Splunk, ELK, CloudWatch, Kibana)* Proficiency in automation & scripting (Python, Bash, Go, PowerShell); experience with IaC (Terraform, Ansible, CloudFormation) is a MUST* Solid understanding of Windows & Linux architectures and security hardening baselines (CIS, STIGs)* Familiarity with security tools (Kali, Nmap, Wireshark) and adversary techniques (exploitation, lateral movement, privilege escalation)* Strong written and verbal communication; able to present technical findings to both engineers and executives* Security certifications (CISSP, GSEC, CEH, OSCP) a plus**Work Location** San Francisco, Lehi The above locations are eligible offices for this role. The locations have been determined to foster in-person collaboration with this role's team or the related business lines. We utilize a hybrid work model, and our teams are in-office Tuesdays, Wednesdays, and Thursdays. In-person attendance is essential for this role's success, and remote placement will not be considered. LendingClub offers relocation, based on actual job level. **Time Zone Requirements** Local hours (PT, MT) While the position will primarily work local hours, LendingClub is headquartered in Pacific Time and our ideal candidate will be flexible working across time zones when necessary. **Travel Requirements** As needed travel to LendingClub offices and/or other locations, as needed. **Compensation** The target base salary range for this position is 157,000-200,000. The base salary of the role will be determined by job-related knowledge, experience, education, skills, and location. Base salary is just one part of LendingClub's Total Rewards package. You may also be eligible for long-term awards (equity) and an annual bonus (which is based on company performance, employee performance and eligible earnings). We're creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way. We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more. #LI-Hybrid
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$127k-164k yearly est. 1d ago
Director, Decision Risk Infrastructure
Lendingclub 4.6
San Francisco, CA job
Work with the Team Managers to flawlessly deliver (implement) the BAU policies and models on the Decision Infrastructure for multiple Portfolios Oversee the Offshore contract team, key role recruitment and amplify operational efficiencies Exceptional cross-functional collaboration skills to drive alignment and achieve organizational goals Outstanding communication and negotiation skills, with the ability to influence stakeholders at all levels Experience navigating a fast-paced, ambiguous and evolving environment that requires constant problem-solving in complex technical areas and resolving of issues with optimal outcomes aligned with the business goals Executive presence with strategic mindset, ability to think big-picture with long-term goal while also being laser-focused on tactical execution and operational efficiency Bachelor's degree or higher in Computer Science, Information Technology, Business Administration, Management, or related field; or equivalent work experience**Work Location** San Francisco The above locations are eligible offices for this role. The locations have been determined to foster in-person collaboration with this role's team or the related business lines. We utilize a hybrid work model, and our teams are in-office Tuesdays, Wednesdays, and Thursdays. In-person attendance is essential for this role's success, and remote placement will not be considered. LendingClub offers relocation, based on actual job level. **Time Zone Requirements** Primarily PT While the position will primarily work local hours, LendingClub is headquartered in Pacific Time and our ideal candidate will be flexible working across time zones when necessary. **Travel Requirements** As needed travel to LendingClub offices and/or other locations, as needed. **Compensation** The target base salary range for this position is 210,000-245,000. The base salary of the role will be determined by job-related knowledge, experience, education, skills, and location. Base salary is just one part of LendingClub's Total Rewards package. You may also be eligible for long-term awards (equity) and an annual bonus (which is based on company performance, employee performance and eligible earnings). We're creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way. We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more. #LI-Hybrid #LI-HB1
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$165k-229k yearly est. 3d ago
Investment Banking Healthcare Associate - San Francisco
Morgan Stanley 4.6
San Francisco, CA job
Our Healthcare Investment Banking Group is looking for an Associate to join our West Coast team based in San Francisco. The team covers a wide variety of innovative clients in various healthcare and life sciences sub sectors, including biotechnology, medical technology, life sciences tools, diagnostics, specialty pharma and technology enabled healthcare. The successful candidate will have the opportunity to work with these regional and international clients on a wide range of complex transactions including acquisitions, mergers, divestitures, joint ventures, corporate restructurings, shareholder relations, recapitalizations, and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public, including Initial Public Offerings, and private capital markets transactions. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively.
Qualifications:
Experience within the investment banking industry as an Associate with a proven track record working on executed deals
Superior valuation skills, strong written and verbal communication skills, and comfortable reading and interpreting financial statements
Extraordinarily high level of motivation and commitment to working hard
Commercial instinct and ability to perform under pressure and tight deadlines
Interest in developing a career in Healthcare Investment Banking
Bachelor's degree is required; an MBA would be an asset
Series licensing or must obtain
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $150,000 and $225,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$150k-225k yearly Auto-Apply 2d ago
Senior Registered Client Service Associate
Morgan Stanley 4.6
Walnut Creek, CA job
Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
* Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
* Executing money movement transactions at the request of the client and/or FA/PWA/team
* Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
* Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
* Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
* Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
* Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
* Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
* Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)
* Assist FAs / PWAs/ teams in delivering against their business plan and client service model
* Remaining current on all policies, procedures, and new platforms
* Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT
* Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
* Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
* Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
* Assisting with general in-office support functions such as copying, filing and scanning documentation
* Preparing and submitting expense reports for processing at the direction of the FA/PWA
Qualifications - External
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
* High School Diploma/Equivalency
* College degree preferred
* Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
* Two or more years of industry experience preferred
Knowledge/Skills
* Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
* Detail orientated with superior organizational skills and ability to prioritize
* Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
* Exceptional writing, interpersonal and client service skills
* Strong time management skills
* Team player with the ability to collaborate with others
* Ability to work in a fast-paced, evolving environment
* Adaptable and ability to multitask
* Goal oriented, self-motivated and results driven
Reports To:
* Business Service Officer
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $34,320 - $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$34.3k-90k yearly Auto-Apply 46d ago
Technology Investment Banking - Vice President, Software (Menlo Park, CA)
Morgan Stanley 4.6
Menlo Park, CA job
Morgan Stanley's Investment Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups, which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions.
Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions, such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively.
Qualifications:
6+ years of relevant experience within investment banking, or an MBA with 3+ years of experience, and with a proven track record working on complex executed deals across M&A and various industry sectors
Experience in the software industry is strongly preferred, but not required
Strong written and verbal communication, client and interpersonal skills
Commercial instinct and ability to perform under pressure and tight deadlines
Bachelor's degree is required; an MBA and/or CFA designation would be an asset
Series licensed or must obtain
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$275k yearly Auto-Apply 60d+ ago
Sr ML Ops Engineer
Lendingclub 4.6
San Francisco, CA job
* Bachelor's degree or higher in a related field; or equivalent work experience* Strong foundation in ML engineering, with experience building and scaling pipelines and platforms in production* Proficient in Python and experienced with data transformation and orchestration tools such as dbt (for modeling), Dagster (for orchestration), and Databricks (for large-scale data and model workflows)* Deep understanding of the end-to-end ML lifecycle, from data ingestion and feature engineering to model deployment and monitoring* Hands-on experience or interest in data quality and observability frameworks, such as Elementary, and you appreciate how data reliability underpins model performance* Experience implementing or supporting MLOps practices using frameworks like MLflow, SageMaker, or similar tools within Databricks or AWS* Comfortable working in a cloud-native environment (AWS preferred) and using infrastructure-as-code (Terraform, CloudFormation) to automate deployments* Strong collaboration skills and the ability to partner with data engineers, data scientists, and product teams to make ML accessible, reliable, and compliant across domains* You thrive in a FinTech environment, balancing innovation with rigor around governance, explainability, and model monitoring.6+ years of experience in Machine Learning Engineering, Data Engineering, or MLOps* Experience with LLM integration (RAG pipelines, vector databases)* Exposure to risk modeling, credit scoring, or fraud detection systems* Familiarity with FinTech data privacy laws and model documentation standards* Contributions to open-source ML infrastructure or platform components**Work Location** San Francisco The above locations are eligible offices for this role. The locations have been determined to foster in-person collaboration with this role's team or the related business lines. We utilize a hybrid work model, and our teams are in-office Tuesdays, Wednesdays, and Thursdays. In-person attendance is essential for this role's success, and remote placement will not be considered. LendingClub offers relocation, based on actual job level. **Time Zone Requirements** Primarily PT While the position will primarily work local hours, LendingClub is headquartered in Pacific Time and our ideal candidate will be flexible working across time zones when necessary. **Travel Requirements** As needed travel to LendingClub offices and/or other locations, as needed. **Compensation** The target base salary range for this position is 176,000-205,000. The base salary of the role will be determined by job-related knowledge, experience, education, skills, and location. Base salary is just one part of LendingClub's Total Rewards package. You may also be eligible for long-term awards (equity) and an annual bonus (which is based on company performance, employee performance and eligible earnings). We're creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way. We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more. #LI-Hybrid #LI-JH1
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$119k-164k yearly est. 5d ago
Director of Organic Growth & SEO Strategy
Lendingclub 4.6
San Francisco, CA job
A leading digital marketplace bank in San Francisco is seeking a Director of Organic Growth Marketing. This role will oversee non-paid acquisition strategies including SEO, AEO, and community management while working across teams to drive customer engagement and revenue growth. The ideal candidate has significant experience in technical SEO, web marketing, and a proven track record of optimizing organic growth channels. Offer includes competitive salary, benefits, and a hybrid work model.
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$99k-146k yearly est. 3d ago
Branch Administrator
Morgan Stanley 4.6
Santa Rosa, CA job
The Branch Administrator (BA) is responsible for providing overall administrative support for the Branch, including assisting the Branch Manager in connection with matters affecting the Branch facilities, Financial Advisors, and Support Staff. The BA may be responsible for multiple branch locations at the direction of the Market Management team. As a BA, you must act as a culture carrier as it relates to the core values of the firm. This role enables you to learn about all aspects of the business at a high level, and the wide range of responsibilities presents opportunities to grow skill sets and progress your career within the business.
DUTIES and RESPONSIBILITIES:
Expense Management Support
Manage Travel & Entertainment (T&E) and Events and Conferences (EnC) expense requests to ensure compliance with Firm policy utilizing online business systems
Coordinate events and meetings for the Branch, including all pre-approvals, event logistics/planning and accounting for meetings including employee, management, Councils, National Sales partners, external wholesalers, and others as directed
Work with Accounts Payable to manage invoices, vendor set up/maintenance, payment reconciliations or issues
Maintain and review Branch finance and expense management information in collaboration with MBSO and/or Business Service Officer (BSO)
Management Support
Navigate the firm's resources and act as a liaison with Market Administrator in addition to other various internal and external business partners, including managing requests and escalating as needed
Provide organizational support for Human Resources by leveraging associated HR systems (I-9 processing, New Hire onboarding, internal transfers and employee termination paperwork)
Proactively participate in firm initiatives directed by local management
Communicate and manage firm initiatives for the Branch (e.g., Global Volunteer Month, Annual Appeal) as well as regional and Market initiatives as directed
Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness (including licensing requirements for Branch personnel)
Facilitate and/or conduct ad hoc projects, training, and events for the Branch as necessary
Office Administration Support
Perform administrative functions for Branch Management team, including telephone coverage, business travel arrangements, coordination of internal and external meetings & events, and file & calendar maintenance
Serve as a point of contact for Branch facilities management and maintain up-to-date office utilization information in the internal firm system
Serve as a point of contact for personnel needs (e.g., benefits enrollment, registration/licensing, and communication of policy and updates as it relates to HR and Registration matters),
Serve as a point of contact for local administrative tasks (e.g., Alternative Flexible Grid (AFG) checkpoints, CPR/AED training and certifications, annual certification of registrations and market data expenses)
Lead office management efforts, including maintaining office supplies, ordering business cards and stationery, maintaining business continuity plans and acting as the primary point of contact for the associated Rapid Notification System
Assist with firm remediations as needed
Act as a point of contact for technology projects, migrations, equipment installs/ replacements
Coordinate with Market Administrator as it relates to Market driven projects and initiatives and ensuring back-up Administrator coverage
Administer other duties as delegated by the Market Management Team (Market Manager, Associate Market Manager, Market Business Service Officer, Sr. Risk Officer)
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
High School Diploma/Equivalency
College degree preferred
Two or more years of related experience is a plus
Knowledge/Skills
Strong computer skills and knowledge of Microsoft Office
Excellent verbal and written communication skills, including telephone coverage
Strong time management skills
Demonstrates good judgement
Exceptional interpersonal and client service skills
Detail orientated with superior organizational skills
Ability to prioritize work
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multitask
Proactive or self-starter
Ability to be discreet and maintain confidentiality on sensitive matters
Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Reports to:
Branch Manager
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $80,000 and $88,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$80k-88k yearly Auto-Apply 14d ago
Asset Management - Real Estate Investing - Analyst
Morgan Stanley 4.6
San Francisco, CA job
The Asset Management Analyst opportunity is open to candidates interested in San Francisco and/or Los Angeles. Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.6 trillion in assets under management or supervision as of December 31, 2024. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Morgan Stanley Real Estate Investing ("MSREI") is the global private real estate investment management business of Morgan Stanley. One of the most active property investors in the world for over three decades, MSREI employs a patient, disciplined approach through global value-add / opportunistic and regional core / core-plus real estate investment strategies. With 17 offices throughout the U.S., Europe and Asia, regional teams of dedicated real estate professionals combine a unique global perspective with local presence and significant transaction execution expertise. MSREI currently manages $53 billion of gross real estate assets worldwide on behalf of its clients.
Job Description:
As a member of Morgan Stanley Real Estate Investing's U.S. Asset Management team, the individual will play an integral role working with all senior staff members in fulfilling specific property and/or portfolio level responsibilities. Responsibilities will focus on providing analytical support for the asset management team utilizing Argus cash flow and Excel software.
Primary Responsibilities:
* Work directly with asset managers, leasing and property management teams on approximately 30 - 35 assets
* Prepare cash flow analyses, including: sensitivity analyses, quarterly cash flow models, annual asset valuations and in-depth valuation and hold/sell analyses
* Review and assist in preparation of budgets and preparation of strategic plans
* Analyze and review leases
* Prepare quarterly client reports
* Coordinate and review third-party independent appraisals as well as preparation of internal valuations
* Participate in ad hoc analyses
* Assist with acquisition and disposition due diligence and asset financings
Skills/Experience/Education Required:
* BA/BS required
* Three to four years of real estate experience required
* Strong analytical and financial skills
* Strong working knowledge of cash flow modeling; Argus
* Strong oral and written communication skills
* Knowledge of appraisal fundamentals
* Ability to work within a team and under tight deadlines
* High commitment, strong self-motivation, and proactive
* Strong attention to detail
* Ability to effectively prioritize and handle multiple tasks
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be $110,000 - $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$110k-120k yearly Auto-Apply 60d+ ago
Executive Director, Lending Advisor
Morgan Stanley 4.6
Menlo Park, CA job
Morgan Stanley Private Bank, N.A. seeks an Executive Director, Lending Advisor in Menlo Park, California
Design lending solutions for International Wealth Management clients. Meet with clients and prospects to support relationship development and discuss specific lending opportunities. Provide subject matter expertise to help identify and execute lending requests from new and existing clients. Assess potential lending opportunities by performing due diligence on financial and non-financial information. Create and review credit memos. Negotiate terms on proposed credit transactions. Manage the transaction pipeline, balancing client expectation and timely execution. Provide support to key clients in anticipation of any amendments or lending needs. Escalation management for new transactions. Drive growth across all lending solutions for UHNW clients. Partner with IPBs, Advisors and Field leaders to support growth initiatives including, product awareness, advisor recruiting, NAA strategies, and the integrated Firm. Meet with clients and prospects in partnership with IPB and Advisors fostering client relationships by analyzing and providing creative solutions to clients' liquidity needs. Drive transaction analysis and support the structuring of complex credit transactions for UHNW clients and prospects. Partner with Product partners ( HNW Lending, Tailored Lending), Legal, WM Risk and Credit Risk Management (“CRM”) to design optimal credit proposals in line with the Firm's risk appetite and product guidelines, while adhering to the international lending control framework. Provide business support to all complex credit transactions from a designated market. Position requires 2-3 days of domestic (i.e., within the United States) travel each month, including but not limited to travel within the State of California to the cities of Los Angeles, Beverly Hills, San Diego, San Francisco, and Silicon Valley.
Salary:
Expected base pay rates for the role will be between $299,000 and $299,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Requirements:
Requires a Bachelor's in Information Science, Finance, or a related field and five (5) years of experience in the position offered or five (5) years as a Managing Director, Director, Vice President, or a related field. Five (5) years of experience with: credit origination or credit underwriting experience in a Private Banking or Broker-Dealer platform; underwriting across different asset classes including: portfolio of marketable securities (e.g., equities, investment and non-investment grade bonds, offshore mutual funds, ), commercial real estate, art, aircraft, hedge funds; securities market exchanges across LATAM, EMEA, Asia international markets; Letters of Credit operations, foreign exchange markets, and life insurance structures; offshore wealth-structuring jurisdictions and structures including Personal Holding Companies, Private Investment Companies, and Trusts; the regulatory environment and enhanced due diligence requirements applicable to global clients; Financial regulations including Reg U, Reg T, Rule 11d-1, and Reg W; leveraging accounting, economics, finance, and credit knowledge to create sound credit proposals; managing individual transactions by coordinating with different product and functional partners; business development and partnering with internal and external stakeholders; driving lending strategies; cultivating relationships with high-net-worth individuals; balancing the liquidity needs of wealth management clients in the international segment against risk frameworks; wealth management lending and international markets; and delivering results in a dynamic regulated client-centric environment.
Qualified Applicants: To apply, visit us at ******************************************************* and enter JR015142 in the search field. No calls please. EOE
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$299k-299k yearly Auto-Apply 46d ago
Director, Data Science & Machine Learning
Lendingclub 4.6
San Francisco, CA job
Current Employees of LendingClub: Please apply via your internal Workday Account
LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. We are the leading digital marketplace bank in the U.S., having helped our nearly 5 million members secure over $90 billion in loans to refinance high-cost debt and achieve their financial goals. Members today have mobile-first access to a growing range of products and services designed to work seamlessly together to deliver value in new ways. Everyone deserves a better financial future, and our team is committed to making that a reality. Join the Club!
About the RoleLendingClub's Risk and Decision Science organization is looking for a Director, Data Science & Machine Learning to lead the development and implementation of advanced machine learning and statistical solutions across our lending and deposit products. You will manage a team of experienced data scientists, working across key domains like credit underwriting, loan pricing, fraud detection, and marketing targeting.
You will play a central role in delivering scalable, interpretable, and compliant models that drive LendingClub's business performance while collaborating closely with partners across Risk, Technology, Marketing, and Compliance.What You'll Do
Lead the end-to-end development, deployment, and performance monitoring of machine learning and statistical models used in credit, fraud, marketing, pricing, and operational decisioning
Manage and mentor a team of data scientists and machine learning experts to deliver best-in-class modeling capabilities
Partner with stakeholders across Credit Strategy, Marketing, Risk, Engineering, Model Risk Management, and Compliance to align solutions with business objectives and regulatory standards
Apply advanced techniques such as gradient boosting, deep learning, and ensemble modeling to improve prediction accuracy and operational efficiency
Contribute to the design and evolution of LendingClub's ML infrastructure and tooling for scalable experimentation and deployment
Identify and integrate new data sources to enhance model performance and business impact
Ensure rigorous documentation, governance, and model validation in accordance with financial services regulatory requirements
Communicate complex technical concepts clearly and effectively to business leaders, senior executives, and oversight functions
About You
10+ years of experience in machine learning, data science, or credit risk analytics, preferably in consumer lending or financial services
5+ years of experience managing high-performing teams in applied machine learning or predictive analytics
You are an experienced and technically adept leader in machine learning and data science, with a passion for driving innovation and solving real-world financial challenges through data
Strong technical expertise in supervised and unsupervised learning techniques (e.g., logistic regression, decision trees, GBMs, neural networks)
Proficient in Python and key ML libraries (e.g., Scikit-learn, XGBoost, TensorFlow, PyTorch, Pandas, NumPy)
Deep understanding of end-to-end model lifecycle management, from development through monitoring and retraining
Familiarity with model governance practices and regulatory frameworks (e.g., SR 11-7, OCC guidance)
Proven ability to execute complex projects, manage stakeholder expectations, and deliver high-impact results
Excellent communication and data storytelling skills with the ability to influence across all levels of the organization
Bachelor's degree in a quantitative field (e.g., Statistics, Computer Science, Engineering, Economics); Master's or PhD preferred
Work Location
San Francisco
The above locations are eligible offices for this role. The locations have been determined to foster in-person collaboration with this role's team or the related business lines. We utilize a hybrid work model, and our teams are in-office Tuesdays, Wednesdays, and Thursdays. In-person attendance is essential for this role's success, and remote placement will not be considered. LendingClub offers relocation, based on actual job level.
Time Zone Requirements
Primarily PT
While the position will primarily work local hours, LendingClub is headquartered in Pacific Time and our ideal candidate will be flexible working across time zones when necessary.
Travel Requirements
As needed travel to LendingClub offices and/or other locations, as needed.
Compensation
The target base salary range for this position is 210,000-245,000. The base salary of the role will be determined by job-related knowledge, experience, education, skills, and location. Base salary is just one part of LendingClub's Total Rewards package. You may also be eligible for long-term awards (equity) and an annual bonus (which is based on company performance, employee performance and eligible earnings).
We're creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way. We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more.
#LI-Hybrid
#LI-BC1
LendingClub is an equal opportunity employer and dedicated to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), gender, gender identity, gender expression, sexual orientation, age, marital status, veteran status, disability status, political views or activity, or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system.
We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at interviewaccommodations@lendingclub.com.
$164k-242k yearly est. Auto-Apply 14d ago
Software Engineer
Morgan Stanley 4.6
Menlo Park, CA job
We are looking for a Software Engineer in our architecture group, who will perform significant software development to advance our core capabilities. As a member of the team, the candidate will contribute to our strategic development initiatives as well as carry out various operational duties for existing in-house server side frameworks.
What you'll do in the role:
* Acquire deep knowledge of application development frameworks developed by the team to handle support requests without any guidance.
* Be responsible for timely and quality delivery of assigned job spanning multiple tiers/modules.
* Tactically execute a well-defined, but complex problem by subdividing into multiple simple tasks.
* Implement code with most efficient algorithms and data structures.
* Realize resilient and high-performing software component by utilizing concurrency.
* Help the team to create training material and design documents, when needed.
* Collaborate within cross-functional Scrum/Kanban team.
* Frequently Interact with external support teams to resolve technical hurdles.
* Share knowledge and opinions with rest of the group about your area of expertise by means of creative diagram/presentation.
* Fully understand the significance of established processes and follow them faithfully.
* Support E*TRADE's commitment to audit and compliance.
What you'll bring to the role:
* At least 3-5 years of software development experience.
* Solid computer science fundamentals.
* Advanced knowledge of Java.
Preferred qualifications:
* Good grasp of design patterns.
* Knowledge of J2EE.
* Some experience with Tomcat and Linux.
* Basic knowledge of SQL/relational database.
* Familiarity with any of these is a bonus: Spring Framework, GIT, Maven.
* Hands-on knowledge of latest Spring Cloud libraries is major plus.
* Familiarity of agile SDLC is a significant bonus.
* Experience in financial domain is a plus.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $90,000 and $150,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$90k-150k yearly Auto-Apply 60d+ ago
Investment Consultant - Relationship Manager
Morgan Stanley 4.6
San Francisco, CA job
The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
DUTIES AND RESPONSIBILITIES:
• Advise clients in accordance with the Team's agreed upon strategy
• Analyze investment opportunities and client needs, and recommend appropriate strategies
• Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed
• Comply with all industry rules and regulations
• Additional tasks as needed
EDUCATION AND/OR EXPERIENCE
• Minimum of bachelor's degree or comparable professional certification required
• Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business. Additional product licenses may be required
•Product and state licenses must be in parallel to Financial Advisors on the Team
• At least 5 year(s) of business experience and proven success in a previous career
• Minimum of 5 years FINRA Registration preferred
KNOWLEDGE/SKILLS
• Extensive knowledge around financial industry and product knowledge
• Ability to communicate effectively with co-workers and clients
• Excellent written and oral communication skills
• Knowledge of applicable compliance rules and regulations and firm policies
REPORTS TO:
• Branch Manager or Associate Market Manager
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $68,000 - $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$68k-135k yearly Auto-Apply 39d ago
IED - Prime Brokerage Client Service - Account Manager - Analyst/Associate
Morgan Stanley 4.6
San Francisco, CA job
Morgan Stanley Prime Brokerage Client Service Account Manager Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team dynamic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Department Profile:
For more than 30 years, Morgan Stanley has led the industry and set the standard for excellence in Prime Brokerage. Our broad and deep client relationships, market‐leading platform and intellectual insights enable us to be a world‐class service provider to our clients for their financing, market access and portfolio management needs.
As part of the Institutional Equity Division, Prime Brokerage is a strategic partner to hedge funds and institutional clients across the globe. Prime Brokerage provides clients with clearing and custody services, securities lending and financing, risk analytics, consulting, introductions to potential investors, and access to world-class proprietary technology.
Prime Brokerage acts as a portal into the firm and assists clients with navigating Morgan Stanley's vast resources such as Equity Sales and Trading, Derivatives, Securities Lending, Technology and Operations.
Account Manager Job Description:
The Account Manager is responsible for servicing a variety of institutional clients. This position requires strong relationship management skills to help build a true partnership between our clients and Morgan Stanley. The Account Manager is considered the central point of contact for our clients and acts as a conduit between the client and the rest of the firm, providing escalation support, navigation, and helping to deliver tangible solutions.
On a daily basis, the Account Manager oversees the client's accounts and is involved in all aspects of the client's business including, but not limited to: financing, margin, trade clearing and settlement, corporate events, and reporting. The Account Manager communicates issues and ensures problems are resolved in a timely and accurate manner, thus building a level of trust between the client and Morgan Stanley.
Additionally, the Account Manager is responsible for adding value to our clients with the goal of tighter integration of the two firms to help drive additional business. Account Managers add value to our clients by developing a deep understanding of the client's business and helping to identify, sell and implement best practice solutions with regard to technology, market access and operations. Knowledge of the Firm's products and services and understanding how to use that knowledge to draw the client closer to Morgan Stanley is essential.
Responsibilities:
Build relationships with key decision makers at the client
Daily client communication and interaction
Conduit between Prime Brokerage (PB) operations and the client
Manage the efficiency, timeliness and daily risk of PB/Client workflow
Introducing PB technology and services to the client
Cross selling the firm's products and technology
Delivering all of Morgan Stanley services / capabilities to the client
Reviewing balance trends and client market share
Assessing PB revenue with service offering to ensure proper balance
Qualifications:
Bachelor's degree with a business focus
Must have minimum of 3-5 years of Prime Brokerage Client Service or Prime Brokerage Operations support experience
Demonstrate an understanding of capital markets
Understanding of operational flows
Demonstration of excellent communication skills
Exceptional problem solving proficiency
Ability to handle pressure, prioritize and multi-task during the course of a business day
Proficiency: Microsoft Office (Outlook, Excel, Word, PowerPoint) and general knowledge of software programming/development a plus
Strong interpersonal and communication skills
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $100,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$100k-140k yearly Auto-Apply 42d ago
PWM Business Service Officer
Morgan Stanley 4.6
San Francisco, CA job
Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives.
DUTIES and RESPONSIBILITIES:
People Management and Communication
Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures
Lead, mentor, and supervise a team of Support and Service Professionals
Promote cross-training, learning, development and recognition of Service and Support Professionals within the Complex
Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals
Partner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution
Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national calls
Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs
Manage and oversee Support Professionals coverage for Financial Advisors in the Branch
Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements
Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion
Operational Oversight
Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies
Facilitate and manage resolution of client inquiries/requests
Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates
Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies
Additional operational oversight may be required
Administer other duties as delegates by the Complex Business Service Officer
"
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
Bachelor's degree required or equivalent education
Previous industry experience
Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65)
Other licenses as required for the role or by management
Knowledge/Skills
Effective written and verbal communication skills
Strong attention to detail
Ability to prioritize and resolve complex needs and escalate as necessary
Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies
Evidence of strong leadership and talent development capabilities
Previous supervisory experience preferred
Exceptional organizational and time management skills
Exceptional conflict resolution skills
Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex
Knowledge of Firm's Risk & Compliance policies
Ability to think strategically
Reports to:
Complex Business Service Officer
Direct reports:
Support Professionals
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $120,000 - $165,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
At Morgan Stanley, we advise, originate, trade, manage and distribute capital for governments, institutions and individuals, and always do so with a standard of excellence. We are a leading global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Investment Management.
The Firm's employees serve clients worldwide from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Department Profile
Middle Office is a dynamic and fast-paced area within the Firm's WM Technology Division. We are responsible for creating innovative technology solutions for Core Brokerage, one of the strategic growth areas of the Firm. Middle office is a core foundation for Morgan Stanley. It provides the platform with key capabilities to support customer digital journey from opening an account, funding the account, trade and order management, portfolio/balances, and risk management on all digital channels. It also provides the capabilities for Morgan Stanley B2B stock plan business to manage participants lifecycle. If you are an exceptional individual who is interested in solving complex problems and building sophisticated solutions in a dynamic team environment, Middle office is the place for you.
Position Description
We are seeking an experienced Engineer to lead our blockchain engineering projects focused on building scalable, secure, and regulatory-compliant solutions for digital assets, tokenization, and decentralized finance (DeFi). This role combines deep technical expertise in blockchain systems with strong leadership to deliver enterprise-grade products for global markets.
Key Responsibilities:
Lead and mentor a cross-functional team of blockchain engineers, smart contract developers, and backend/frontend developers.
Define the engineering roadmap for blockchain infrastructure, tokenization platforms, and digital asset services.
Participate in design, architecture, and implementation of blockchain-based solutions, ensuring security, scalability, and compliance with applicable regulations.
Collaborate with product, compliance, and operations teams to define technical requirements.
Evaluate and integrate blockchain protocols (Ethereum, Polygon, Hyperledger, Canton, etc.) based on product needs.
Manage the release lifecycle, CI/CD pipelines, and production reliability.
Implement and enforce best practices for code quality, testing, and security.
Stay ahead of industry trends, emerging standards, and evolving regulatory frameworks in digital assets.
Required Qualifications
Bachelor's or Master's degree in Computer Science, Engineering, or equivalent experience.
7+ years of software engineering experience, with at least 3+ years in blockchain and tokenization strongly preferred
5+ years in an engineering role managing distributed teams.
Experience with cloud infrastructure (AWS, GCP, Azure) and DevOps tools.
Strong knowledge of blockchain architecture, consensus algorithms, smart contracts, and cryptographic primitives.
Experience with Solidity, Rust, Go, or similar languages for blockchain development.
Familiarity with custodial and non-custodial wallet infrastructure, key management, and secure signing.
Understanding of token standards (ERC-20, ERC-721, ERC-1400, etc.) and on/off-chain settlement workflows.
Proven track record of delivering enterprise-grade software systems at scale.
Preferred
Experience in regulated financial services or fintech.
Knowledge of DvP (Delivery versus Payment) and tokenized securities workflows.
Experience with Web3
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between:
Associate Level - $90,000 - $150,000 per year
Director Level - $120,000 - $165,000 per year
at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$120k-165k yearly Auto-Apply 10d ago
2027 Global Capital Markets Summer Analyst Program (Menlo Park)
Morgan Stanley 4.6
Menlo Park, CA job
Morgan Stanley is a worldwide leader in Global Capital Markets and one of the top firms in underwriting across equity and debt transactions, as well as in bespoke derivative and structured solutions for institutional and corporate clients. Morgan Stanley's Global Capital Markets division offers a 10-week program that takes place at Morgan Stanley's Menlo Park, CA office. This program provides an opportunity to be placed in our Technology Equity Capital Markets Group. Summer Analysts will have the opportunity to learn from industry leaders across products and work on innovative transactions for clients.
Over the course of the program, Summer Analysts will receive immersive training and orientation to develop a strong foundation in capital markets knowledge and financial analysis. Summer Analysts will have the opportunity to interact with other businesses across the firm, while also receiving formal mentorship and engagement from senior leadership. Summer Analysts will have the opportunity to be in a market driven environment while sitting on an open trading floor - closely integrated with their teams to receive on the job training and exposure to experienced professionals throughout the course of the internship.
Program Overview
Responsibilities may include but are not limited to:
* Work with our clients on complex, innovative financing and risk management solutions.
* Learn how to read complex financial models and understand how companies in the Technology sector are valued.
* Learn how equity deals are priced and play an active role in the origination and execution of transactions, while working closely with your Corporate Finance counterparts in Investment Banking.
* Help prepare materials to provide clients with valuable updates on market news and product trends, including how these affect their access to the equity capital markets.
* Work with our trading and syndicate desks on pricing views and deal execution.
* Analyze and create, for both corporate and financial sponsors, various equity financing alternatives.
Qualifications & Skills
* Pursuing a Bachelor's degree and will graduate between December 2027 and Spring 2028.
* Minimum 3.4 GPA.
* Basic knowledge of and a keen interest in finance.
* Outstanding analytical, quantitative and technological skills.
* A great multi-tasker, possess a strong work ethic, and have a positive attitude.
* Excellent verbal and written communication skills.
* A quick learner, both a leader and team player, and a self-starter with the ability to work independently.
* Detail oriented with strong organizational skills and ability to manage time efficiently and effectively.
Application Details
* We review Global Capital Markets applications on a rolling basis and encourage you to apply as soon as you are ready because interviews can occur prior to the application period closing, which is Sunday, February 15.
Expected base pay rates for the role will be $52.89 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Job Level
Summer Analyst
Program
Summer Analyst
$52.9 hourly Auto-Apply 3d ago
Director, Digital Creative Strategy & Execution
Lendingclub 4.6
San Francisco, CA job
Current Employees of LendingClub: Please apply via your internal Workday Account
LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. We are the leading digital marketplace bank in the U.S., having helped our nearly 5 million members secure over $90 billion in loans to refinance high-cost debt and achieve their financial goals. Members today have mobile-first access to a growing range of products and services designed to work seamlessly together to deliver value in new ways. Everyone deserves a better financial future, and our team is committed to making that a reality. Join the Club!
About the RoleLendingClub is looking for a creative strategy leader to drive new and repeat customer acquisition through paid digital channels. As a Director of Digital Creative Strategy, you will play a critical role in growing and scaling digital marketing channel(s) as a crucial acquisition channel for multiple product lines.
You'll bring a strong testing mindset with expertise in performance marketing and channel specific creative strategy and play a critical role in shaping the strategy for our paid digital channels. You have an analytic mindset and will partner with channel leads to monitor and quickly iterate, test and optimize a large volume of creative variants based on test results. The ideal candidate will have a passion for fintech and is highly comfortable leading various stages of the creative process including strategy development, test roadmap planning, AI tools and platforms testing and scaling, creative development and execution.What You'll Do
Define the creative strategy and partner closely with channel team to execute paid search, paid social and display strategy to drive growth for LendingClub across business lines and market segments
Build and own strategic relationships with performance marketing vendors and creative agencies. Provide creative direction to internal and external creative development teams to ensure creative assets are on strategy, brand and schedule.
Stay updated on and implement a creative AI strategy, identify new tools and platforms, test and scale creative and content development with an eye towards leveraging AI tools to accelerate creative asset velocity and lower creative costs
Design and implement an aggressive creative testing roadmap across the touch points, including content, creative, cadence to continually optimize channel performance and increase conversions
Continuously monitor creative test results, gather actionable insights, identify what is resonating, iterate based on learnings in collaboration with channel partners and leadership, while ensuring alignment with company priorities
Develop and deliver creatives for new channels (e.g. connected TV, Native ads, influencer strategy) to engage with prospects and bring volume into the sales funnel
Monitor and stay up to date on competitive creative activity, identify trends and test into new messaging proof points and maintain a channel learnings library
Build out and manage agency partner roster across channels
About You
10+ years of marketing experience in performance marketing and creative strategy in digital channels
Bachelor's degree in a related field; or a related field
A blend of creative thinking and data driven decision making with the ability to convert creative learnings into insight driven campaigns that drive acquisitions
Deep knowledge of creative best practices across online ad platforms like Google Ads, Meta, etc.
Excellent creative judgement, communication skills and ability to interface effectively with internal and external stakeholders in a matrixed org structure, including channel, legal and compliance, analytics and product marketing
Strong project management skills with the ability to develop and deliver high volume of creative assets across multiple platforms
You have proficiency with Figma
Work Location
San Francisco
The above locations are eligible offices for this role. The locations have been determined to foster in-person collaboration with this role's team or the related business lines. We utilize a hybrid work model, and our teams are in-office Tuesdays, Wednesdays, and Thursdays. In-person attendance is essential for this role's success, and remote placement will not be considered. LendingClub offers relocation, based on actual job level.
Time Zone Requirements
Primarily PT
While the position will primarily work local hours, LendingClub is headquartered in Pacific Time and our ideal candidate will be flexible working across time zones when necessary.
Travel Requirements
As needed travel to LendingClub offices and/or other locations, as needed.
Compensation
The target base salary range for this position is 198,000-215,000. The base salary of the role will be determined by job-related knowledge, experience, education, skills, and location. Base salary is just one part of LendingClub's Total Rewards package. You may also be eligible for long-term awards (equity) and an annual bonus (which is based on company performance, employee performance and eligible earnings).
We're creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way. We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more.
#LI-Hybrid
#LI-HB1
LendingClub is an equal opportunity employer and dedicated to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), gender, gender identity, gender expression, sexual orientation, age, marital status, veteran status, disability status, political views or activity, or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system.
We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at interviewaccommodations@lendingclub.com.