Director Of Analytics jobs at Heartland Payment Systems - 84 jobs

A career in our fast-paced Deal Analytics practice, a business unit within the PwC deals platform, will provide you with the opportunity to work with top private equity and corporate clients across all sectors on complex and dynamic multi‑billion dollar decisions. Each client, deal and situation is unique and the ability to translate data into actionable insights for our clients is crucial to our continued success. The PwC Deal Analytics practice is a blend of deals and consulting professionals with a diverse set of skills and backgrounds including financial, commercial, operational and data science. We support private equity and corporate clients across all phases of the deal lifecycle including diligence, post‑deal and preparation for exit / divestiture. Our data‑driven approach delivers insights in diligence at deal speed, works with clients to improve performance post‑deal and brings a commercial insights lens through the use of third‑party and alternative data to help inform decisions. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose‑led and values‑driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Support team to disrupt, improve and evolve ways of working when necessary. Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long‑term aspirations. Identify gaps in the market and spot opportunities to create value propositions. Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments. Create an environment where people and technology thrive together to accomplish more than they could apart. I promote and encourage others to value difference when working in diverse teams. Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders. Influence and facilitate the creation of long‑term relationships which add value to the firm. Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences Basic Qualifications Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 8 year(s) Preferred Qualifications Degree Preferred: Master of Business Administration Preferred Fields of Study: Accounting, Data Processing/Analytics/Science, Business Administration/Management, Economics, Statistics, Computer and Information Science, Management Information Systems, Mathematics, Engineering, Finance Preferred Knowledge/Skills: Demonstrates thought leader‑level abilities of applying business acumen as a team leader by: Managing high performing teams preferably in deals data analytics, consulting, and /or private equity; Demonstrating proven communication and client presentation skills; Understanding detailed financial statements, business cycles (revenue, supply chain, etc.), business diligence, financial modeling, and valuation; Managing projects in a dynamic, collaborative environment and working under time sensitive client deadlines; and, Analyzing or managing transactional, financial and/or accounting data, and statistical methods in support of data analysis. Demonstrates thought leader‑level abilities of applying a range of technical, digital, and other professional capabilities by: Utilizing a high degree of collaboration, ingenuity, and innovation to apply tools and techniques to address client questions; Utilizing data extraction/transformation, analytics, and visualization approaches; Employing business intelligence software (e.g., Power BI, Tableau, etc.) to turn data into insights; Using ETL (Extract, Transform and Load), and having experience with Alteryx, Power Query and / or other agile technologies preferred; and, Possessing knowledge of and having exposure to basic programming: Python, SQL, or other languages. Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H‑1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** #J-18808-Ljbffr

A global financial services firm is seeking a Director, Digital Products in Boston who will oversee digital product strategy to enhance customer experiences. This role requires leading a team, conducting competitive research, and collaborating with external partners. Candidates should have a Bachelor's degree in a technology-related field and over 9 years of related experience. The firm offers a competitive salary range between $131,250 and $240,000 and values innovation and teamwork. #J-18808-Ljbffr

A global financial services leader is seeking a Director of Digital Products located in Boston, MA. The role involves overseeing a team responsible for defining digital product strategies and enhancing customer experiences. Prospective candidates should possess a Bachelor's degree in Technology, alongside 9+ years of experience in product management and project leadership. A competitive salary range of $131,250 to $240,000 is offered, along with an inclusive benefits package focused on holistic well-being. #J-18808-Ljbffr

A leading financial services firm in Boston seeks a Director for its Financial Markets Business Advisory team, responsible for guiding clients in complex financial structures and business development. The ideal candidate must have 8 years of experience and relevant certifications like CPA or CFA. This role emphasizes leadership, strategic decision-making, and mentoring future leaders while fostering a collaborative environment. Competitive salary range is offered, alongside comprehensive benefits and an annual bonus. #J-18808-Ljbffr

Salary Range: $150,000.00 To $185,000.00 Annually Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway's insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character. We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty and specialty lines insurance company in the world? Berkshire Hathaway Specialty Insurance (BHSI) is looking for a visionary leader in Application Security to join our Boston-based team. This is your opportunity to shape the security strategy for mission-critical applications and APIs, working at the intersection of technology and business impact. As a key member of our cybersecurity leadership team, you'll report directly to the CISO and lead a team of elite professionals, focusing on transforming secure coding practices across our Technology function. If you're passionate about building secure, scalable solutions and influencing the future of DevSecOps, we're interested in speaking with you. Duties & Responsibilities: Lead & Inspire: Drive a team of talented security analysts, setting the standard for excellence in application security. Be the Expert: Serve as the go-to SME for development, product, and business teams-embedding security into every stage of the SDLC. Innovate & Protect: Champion secure design and testing practices using OWASP Top 10 and API Top 10 standards. Shape Strategy: Align secure coding principles with development projects, create actionable roadmaps, and report on risk posture. Stay Ahead: Evolve frameworks and policies to meet emerging threats and compliance requirements. Hands-On Impact: Review DAST, SAST, and IAST findings, ensuring vulnerabilities are remediated before release. Advise & Influence: Act as a thought leader in DevSecOps, guiding upgrades and mitigating risks across the enterprise. Qualifications, Skills and Experience: 10+ years of proven success in application security, with deep experience in Azure and AWS. A true security mindset-balancing tactical fixes with strategic vision. Exceptional communication skills to translate complex technical issues into clear business insights. Expertise in Secure SDLC frameworks and modern security toolsets. Certifications like CISSP, CISM, CCSK, OSCP are a plus. BHSI Offers: A competitive package and exciting growth opportunities for career-oriented teammates. A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates and our other stakeholders. A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework. Benefits that support your life and well-being, which include: Comprehensive Health, Dental and Vision benefits. Disability Insurance (both short-term and long-term). Life Insurance (for you and your family). Accidental Death & Dismemberment Insurance (for you and your family). Flexible Spending Accounts. Health Reimbursement Account. Employee Assistance Program. Retirement Savings 401(k) Plan with Company Match. Generous holiday and Paid Time Off. Tuition Reimbursement. Paid Parental Leave. The base salary range for this position in Boston is $150,000.00 to $185,000.00, along with annual bonus eligibility. Total compensation for a candidate is determined by their relevant skills, location, and experience. We value our teammates - both their capabilities and character - as demonstrated by our amazing culture. NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization. Clicking apply will direct you to our recruiting module within ADP. #J-18808-Ljbffr

A leading asset management firm based in Boston seeks a Product Director to own the vision and strategy of the Terra Point product. This role blends strategic leadership with hands-on product management, focusing on driving marketplace growth and customer adoption. Ideal candidates have over 10 years in product management with strong leadership skills and insights into market dynamics. The position offers comprehensive benefits, including competitive salary, a bonus plan, and time off benefits. #J-18808-Ljbffr

A leading investment management firm in Boston seeks an experienced Investment Platform Finance Director to oversee financial operations, drive strategic initiatives, and manage a high-performing team. Candidates should have over 15 years of relevant experience, a strong background in financial principles, and exceptional leadership skills. This role offers a competitive salary and a comprehensive benefits package. #J-18808-Ljbffr

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

Director, Digital Products page is loaded## Director, Digital Productslocations: Bostontime type: Full timeposted on: Posted Todayjob requisition id: Req1517533Director, Digital ProductsCountry: United States of America**It Starts Here:**Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.If you are interested in exploring the possibilities **We Want to Talk to You!****The Difference You Make:** The Director, Digital Products oversees a team accountable for defining digital product strategy, engagement, and best in class customer experiences. The incumbent leads, coaches, inspires and motivates a team to create and deliver truly remarkable, influential and impactful work. * Leads the strategic development of the digital cards area with a focus on developing new products / features, to present and defend proposals to senior management on innovation committees.* Provides direction and contribute to the development, testing, and refinement of digital innovations.* Conducts channel/product gap analysis, competitive research and industry evaluations to extract actionable insights to inform the digital strategy and determine the long-term digital roadmap.* Encourages progressive thinking and the pushing of boundaries.* Performs project requirements gathering and definition through consultation with subject matter experts.* Collaborates with external digital agency partners on a regular basis.* Participates in business case development, writing, and delivery as well as ROI-projections. **What You Bring:** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.* Bachelor's Degree or equivalent work experience: Technology-related field. - Required.* Master's Degree: - Preferred.* 9+ Years Related experience. - Required.* Extensive knowledge of project management and advanced leadership skills.* Excellent interpersonal and leadership skills.* Demonstrated ability to build strong trusted relationships and foster collaboration and teamwork in a variety of settings.* Advanced knowledge of project and portfolio management tools (i.e. Clarity, Visio, Excel, MS Project, PowerPoint, etc.).* Demonstrated effectiveness at using influence persuasion and negotiation to find agreeable exchange and reach positive outcomes.* Master of complex facilitation and dependency management techniques (cross team, cross department).* Ability to demonstrate and apply sensitivity to enterprise and bank points of view as well as understanding similarities and differences to create a balanced approach.* Ability to engage the support and resources of others to achieve project goals and objectives; influencing without authority.* Ability to enable individuals to work effectively as they plan, implement, and experience change.* Ability to create a strong network of relationships among peers, internal partners, external constituencies and decision makers to deliver end-products.* Ability to communicate effectively with senior leadership on matters of strategic importance.* Ability to influence business decisions made by leadership.* Ability to scope out and develop work plan and resource requirements and estimate costs and risks associated with activities.* Ability to develop and coach others indirectly or directly and serve as a role model.* Ability to anticipate reactions and positions of others.* Ability to manage resources, set scope, time scales, and deliverables, recognizing changing requirements and addressing. program/project impacts.* Pragmatic problem-solver, forward thinker with independence of thought. **Certifications:*** No Certifications listed for this job. **It Would Be Nice For You To Have:*** Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.* Experience in Microsoft Office products.**What Else You Need To Know:**The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.## **Base Pay Range:**Minimum:$131,250.00 USDMaximum:$240,000.00 USD**We Value Your Impact:**Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. **Risk Culture:**We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.**EEO Statement:**At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. **Working Conditions:**Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. **Employer Rights:**This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.**What** **To Do Next****:**If this sounds like a role you are interested in, then please apply.We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs. #J-18808-Ljbffr

At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals. As a finance consulting generalist at PwC, you will possess a broad understanding of various aspects of finance consulting. Your work will involve providing comprehensive guidance and support to clients in optimising their financial performance, improving decision-making, and achieving their financial goals. You will be responsible for analysing client needs, developing financial solutions, and offering recommendations tailored to specific business requirements. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Financial Markets Business Advisory team you help audit teams assess the validity of Private Equity client's portfolio company valuations. As a Director, you set the strategic direction and lead business development efforts, focusing on impactful decision making and executive-level client relations. You drive business growth, shape client engagements, and mentor the future leaders while fostering an environment where people and technology thrive together. Responsibilities Assisting audit teams in evaluating Private Equity portfolio valuations Setting the strategic direction for business development Making critical decisions at an executive level Shaping and managing client engagements Mentoring and developing future leaders Promoting a collaborative environment where technology and people thrive Overseeing multiple projects to confirm successful outcomes Upholding the firm's principles and reputation What You Must Have Bachelor's Degree 8 years of experience One or more of the following credentials or certifications is required: CPA License, Level 3 of the CFA, JD, PhD, MBA or Master's degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics, Real Estate Finance or Hospitality A State Appraiser License, Member of Appraisal Institute (MAI), Member of American Society of Appraisers (ASA) or achieve certification of CRE, CRI and/or CCIM, CHA, or PMP What Sets You Apart Accounting, Accounting & Finance, Engineering, Engineering and Business, Mathematics, Finance, Real Estate preferred Interacting directly with clients clarifying points and answering questions Taking responsibility for the quality of the team's work products Addressing conflicts in a timely, sensitive manner Preparing complex written documents and presentations Demonstrating confidence and proficiency in the presentation of ideas Identifying, anticipating, and resolving technical issues Defining and managing projects, including resource requirements and project workflow Managing project financials Leading and developing industry contacts and identifying market opportunities Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $134,000 - $348,500. For residents of Washington state the salary range for this position is: $134,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** #J-18808-Ljbffr

At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision‑making, and achieve their financial goals. As a finance consulting generalist at PwC, you will possess a broad understanding of various aspects of finance consulting. Your work will involve providing comprehensive guidance and support to clients in optimising their financial performance, improving decision‑making, and achieving their financial goals. You will be responsible for analysing client needs, developing financial solutions, and offering recommendations tailored to specific business requirements. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long‑term, short‑term, detail‑oriented, and big‑picture thinking. Make strategic choices and drive change by addressing system‑level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Financial Markets Business Advisory team you advise clients on complex financial structures and securitizations. As a Director, you set the strategic direction and lead business development efforts, focusing on impactful decision making and executive‑level client relations. You drive business growth, shape client engagements, and mentor the future leaders while fostering an environment where people and technology thrive together. Responsibilities Advising clients on complex financial structures and securitizations. Leading business development initiatives to drive growth. Making impactful decisions at an executive level. Shaping and managing client engagements. Mentoring and developing future leaders. Promoting a collaborative environment where technology and people thrive. Overseeing multiple projects to confirm successful outcomes. Upholding the firm's principles and reputation. What You Must Have Bachelor's Degree. 8 years of experience. One or more of the following credentials or certifications is required: CPA License, Level 3 of the CFA, JD, PhD, MBA or Master's degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics, Real Estate Finance or Hospitality, A State Appraiser License, Member of Appraisal Institute (MAI), Member of American Society of Appraisers (ASA) or achievement of certification of CRE, CRI and/or CCIM, CHA, or PMP. What Sets You Apart Master's Degree in Accounting, Accounting & Finance, Finance, Mathematics, Real Estate, Engineering, Engineering and Business preferred. Advising clients on complex financial structures. Performing valuation analysis of financial instruments. Assessing soundness of valuations and financial models. Creating/reviewing independent financial models. Researching and analysing client, industry, and financial matters. Developing and utilizing complex financial models. Utilising industry software like INTEX, TREPP, Bloomberg. Applying accounting treatments of financial products. Communicating effectively in a professional services environment. Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $134,000 - $348,500. For residents of Washington state the salary range for this position is: $134,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** #J-18808-Ljbffr

A leading global consulting firm in Boston is seeking an experienced Director in finance consulting. Your role involves guiding financial management for clients, mentoring future leaders, and driving business growth. You will assess valuations for private equity portfolios and promote an environment where technology and people thrive together. The ideal candidate will have at least 8 years of experience and a relevant advanced degree or certification. A competitive salary and benefits are offered. #J-18808-Ljbffr

We are seeking a dynamic and experienced credit executive to lead the Commercial & Industrial (C&I) Credit Risk function for the Corporate Banking division. This role is responsible for managing credit risk across all industry verticals, including, but not limited to industrials, energy, transportation, technology, healthcare, aerospace and defense, and financial services. The role is also responsible for leading a team of geographically dispersed Senior Credit Officers with deep sector expertise and delegated approval authorities. This highly visible leadership role requires strategic vision, sound judgment, and the ability to operate decisively in a fast‑paced, multi‑dimensional environment. The ideal candidate will have over 20 years of experience in credit risk management at major financial institutions and possesses deep knowledge of regulatory frameworks, underwriting standards, capital markets products, and workout strategies. Key Responsibilities Portfolio Leadership & Strategy: Lead the strategic direction and risk oversight of a complex C&I credit portfolio, ensuring alignment with the bank's risk appetite, growth objectives, and regulatory expectations. Team Management & Development: Manage and mentor a team of senior Credit Officers across multiple geographies. Promote a culture of accountability, collaboration, and continuous learning, while ensuring consistent credit standards and decision‑making across sectors. Credit Decisioning & Governance: Hold delegated credit authority for high‑value transactions and provide recommendations for credits exceeding approval thresholds. Advise and guide senior credit officers in highly visible, complex deal situations. Serve as a senior voice in credit discussions, policy forums, and risk governance bodies. Sector Expertise & Transactional Support: Leverage specialized industry knowledge to support complex credit structures, including leveraged finance, acquisition financing, and syndicated loans. Partner with Corporate & Investment Banking and Capital Markets teams to deliver tailored client solutions. Regulatory & Risk Management Leadership: Represent the credit function in regulatory exams, internal audits, and model validation reviews. Contribute to the formation of risk appetite, policy enhancements, and strategic initiatives. Stakeholder Engagement: Act as a senior advisor to Relationship Managers, Portfolio Managers, and business line leaders. Participate in client meetings to assess creditworthiness and support informed decision‑making. Qualifications 20+ years of commercial credit experience at major banks, with a strong track record in managing large, complex portfolios. Demonstrated leadership in managing high‑performing credit teams across diverse geographies and sectors. Deep understanding of regulatory requirements, underwriting practices, and capital markets products. Demonstrated experience adjudicating credit decisions and decisively exercising credit approval authority. Experience and knowledge of leveraged finance, special assets, and workout scenarios. Strong executive presence and ability to influence senior stakeholders across the organization. Hours & Work Schedule Hours per week: 40 Work schedule: M - F Pay Transparency The salary range for this position is $220,000-$340,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time‑away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. #J-18808-Ljbffr

A financial services organization is seeking a Global Workforce Management Director to lead the development and execution of global strategies enhancing performance. You will manage a team to optimize practices and engage with stakeholders for effective transitions. The ideal candidate has significant strategic consulting experience and strong leadership skills. This role requires collaboration with senior leaders to achieve operational excellence. The organization values ethics, integrity, and offers competitive pay and benefits. #J-18808-Ljbffr

A financial services firm in Boston is seeking a Director of Underwriting to manage multifamily agency loan applications for Freddie Mac and Fannie Mae programs. The role includes mentoring junior staff and involves considerable travel for property inspections. Ideal candidates will have 10+ years of relevant experience and strong analytical skills, along with a commitment to team collaboration. This position offers competitive benefits and a hybrid work model. #J-18808-Ljbffr

KLR Executive Search Group is proud to partner with Moss Home Solutions, one of the fastest-growing real estate investment platforms in the Northeast. As the company continues to scale, Moss Home Solutions is hiring a Director of Marketing & Growth to own and scale its inbound demand engine and performance marketing function. This role functions as Head of Growth, with full ownership of demand generation, lead strategy, and performance marketing across digital and offline channels. Reporting directly to senior leadership, this position carries direct accountability for how marketing drives revenue, sales performance, and profitable growth. This is not a brand or communications role. It is designed for a hands-on, performance-driven growth leader who thrives in fast-moving, founder-led environments and is motivated by ownership, accountability, and measurable results. Key Responsibilities: Own the end-to-end inbound demand generation strategy across all channels. Develop and execute performance marketing campaigns that drive qualified leads at an efficient cost. Manage and optimize multi-channel spend across digital, paid social, PPC, TV, radio, and emerging platforms. Operate with fluency in CPL, ROAS, payback periods, and marginal returns. Build live dashboards and reporting to track performance and inform weekly decision-making. Continuously test, measure, and refine campaigns to maximize ROI. Partner closely with sales leadership to align messaging, targeting, and lead quality. Own messaging and creative direction with a performance-first mindset. Qualifications: 7+ years of experience in growth, demand generation, or performance marketing roles. Proven track record driving profitable inbound lead generation at scale. Experience managing six-figure+ monthly marketing budgets. Deep understanding of multi-channel inbound and performance marketing strategies. Strong analytical and financial mindset with comfort owning lead-generation P&L. Hands-on operator who enjoys being close to execution. Experience in real estate, home services, or competitive lead markets is a plus. Compensation & Benefits: Base salary range of $170,000-$190,000. Bonus opportunity of up to 20%, tied directly to performance and growth outcomes. Comprehensive benefits package. In-person leadership role based in Seekonk, MA.

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Responsibilities: Execute and manage the data and deeper business analytics process through all phases of the engagement lifecycle Gather data, understand client's key deal questions and issues, and formulate pragmatic solutions Perform and conduct set of analyses to support business and deal related processes Prepare detailed analysis of financial and operating metrics to help clients evaluate their acquisition decisions and financing requirements Understand operational metrics (e.g., cost and risk profiles associated with multi-site, products, customer, and vendor portfolios) Maximize revenue and growth opportunities; devise go-to-market strategy through advanced analytics Work closely with the client and/or target company to design and implement solutions revolving around sophisticated data and deeper business analytics. Lead and collaborate to develop strategies that address client needs. Manage expectation of service delivery, monitor progress, manage risk, and ensure key stakeholders are informed of progress and projected outcomes Demonstrate strong quality execution and delivery Provide technical leadership to the analytics team Required Qualifications: Bachelor's degree with a minimum of 5 years of work in either accounting / financial / deals, with the ideal candidate possessing data analytics skills or strong data analytics aptitude Advanced MS Excel skills Experience in leading teams on projects Strong analytical, project management, communication, teamwork, and interpersonal skills At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $107,000 - $214,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

We are seeking a visionary and strategic Director of Data and AI to establish and lead our organization's dedicated data and artificial intelligence function. This is a transformational leadership opportunity to continue to build our data and AI capabilities, driving innovation and competitive advantage across our banking operations. Reporting directly to the Chief Information Officer, this role will be responsible for developing our data ecosystem, implementing AI solutions and establishing the organizational capabilities needed to become a data-driven financial institution. ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES: Strategic Leadership & Vision Develop and execute a comprehensive data and AI strategy aligned with the bank's business objectives and regulatory environment Build and champion a data-driven culture across the organization, serving as a thought leader and change agent Establish governance frameworks, policies, and standards for data management, data quality, and AI ethics Partner with executive leadership to identify high-value opportunities for data and AI to drive business outcomes Define and communicate the strategic roadmap for data infrastructure, analytics capabilities, and AI implementation Data Ecosystem Development Design and implement a scalable, secure data architecture that supports analytics, AI/ML, and business intelligence needs Establish data governance frameworks including data quality standards, metadata management, and data lineage Implement master data management (MDM) and data integration strategies across disparate banking systems Develop data lake/lakehouse and data warehouse solutions optimized for both operational and analytical workloads Create policies and processes for data access, security, privacy, and regulatory compliance (GDPR, CCPA, GLBA, etc.) Build data cataloging and discovery capabilities to democratize access to trusted data assets AI & Advanced Analytics Identify, prioritize, and implement AI and machine learning use cases that deliver measurable business value Develop responsible AI frameworks addressing ethics, bias mitigation, explainability, and model risk management Establish MLOps practices for model development, deployment, monitoring, and lifecycle management Create predictive and prescriptive analytics capabilities for risk management, fraud detection, customer insights, and operational efficiency Evaluate and implement generative AI solutions while ensuring appropriate controls and risk mitigation Build experimentation frameworks and proof-of-concept capabilities for emerging technologies Team Building & Leadership Build, develop, and mentor a high-performing team of data engineers, data analysts, data scientists, and AI specialists Establish clear roles, responsibilities, and career pathways for data and AI professionals Foster a culture of innovation, continuous learning, and technical excellence within the team Develop partnerships with universities, technology vendors, and industry organizations to access talent and insights Create training programs to upskill staff across the organization on data literacy and AI fundamentals Stakeholder Management & Collaboration Partner with business unit leaders to understand needs and translate them into data and AI solutions Collaborate with IT, cybersecurity, compliance, and risk management to ensure integrated approaches Manage relationships with technology vendors, consultants, and strategic partners Present regular updates to executive leadership and board committees on data and AI initiatives Serve as the primary liaison with regulators on data management and AI-related matters Technology & Infrastructure Select, implement, and manage modern data platforms, tools, and technologies Ensure data infrastructure scalability, reliability, security, and cost-effectiveness Establish cloud data strategies and hybrid architecture approaches as appropriate Implement real-time data processing capabilities and streaming analytics where needed Oversee API development for data access and integration with internal and external systems QUALIFICATIONS: EDUCATION, CERTIFICATIONS: Bachelor's degree in Computer Science, Data Science, Statistics, Engineering, or related field required; Master's degree or MBA preferred KNOWLEDGE, SKILLS & ABILITIES: 10+ years of progressive experience in data management, analytics, or AI/ML roles required 5+ years in leadership positions with demonstrated team-building experience required Prior experience in financial services, banking, or highly regulated industries strongly preferred Track record of successfully establishing data or analytics functions from inception Technical Expertise Deep understanding of modern data architecture patterns (data lakes, lakehouses, data mesh, etc.) Strong knowledge of data governance, data quality management, and master data management Expertise in AI/ML technologies, including supervised/unsupervised learning, NLP, and generative AI Proficiency with cloud platforms (AWS, Azure, GCP) and their data/AI services Familiarity with data engineering tools, ETL/ELT processes, and DataOps/MLOps practices Understanding of data visualization, business intelligence, and analytics tools Business & Leadership Skills Strategic thinking with ability to translate business needs into technical solutions Exceptional communication skills with ability to explain complex concepts to non-technical stakeholders Proven change management capabilities in driving organizational transformation Strong project management skills with experience managing multiple initiatives simultaneously Financial acumen including budget management, ROI analysis, and business case development Industry Knowledge Understanding of banking operations, products, and customer lifecycle Knowledge of financial services regulations (BSA/AML, KYC, GDPR, Fair Lending, etc.) Familiarity with model risk management and regulatory expectations for AI in banking Awareness of industry trends in fintech, open banking, and digital transformation Must have cyber security awareness to protect the digital environment, the Bank, and customers.

Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work , Forward is investing in its employees, technology, and customer experience - with long-term success in mind every step of the way. We are seeking a Director of Business Intelligence to lead our BI function and take it to the next level. This exciting leadership opportunity involves setting the strategic direction for how we deliver business intelligence and actionable insights across the organization. The Director will be accountable for partnering with leaders across the company, and evolving our BI processes and tools, to ensure data-driven decisions drive the long-term success of Forward Financing. In this role you will: Manage and grow a team of Data Analysts/Business Intelligence professionals including individual contributors and managers. Define and execute the strategic vision for Business Intelligence across the organization, including all of the technology, people and processes the team should leverage to operate at the highest level. Oversee the planning, budgeting, and execution for the Business Intelligence function, including the full lifecycle of BI projects and initiatives. Act as a key partner and strategic resource for leaders across all departments (Sales, Underwriting, Account Servicing, Finance, Legal, Marketing, etc.) to help shape key metrics, KPIs, data models and dashboards. Collaborate with Analytics Engineering to design and implement scalable data models and business logic that form the foundation for all analyses and dashboards. Stay current on industry trends, new BI solutions (like Snowflake Intelligence), and recommend ideas to elevate the team's capabilities and improve how we deliver business intelligence. Clearly communicate complex insights, metrics and data strategy to both technical and senior non-technical stakeholders. Role Requirements: 10+ years of experience in Business Intelligence or Analytics Engineering 4+ years of leadership experience managing and mentoring a team of Business Intelligence Analysts or Analytics Engineers. Excellent leadership, project management, and communication skills, with a proven ability to collaborate effectively with cross-functional stakeholders. Expert-level SQL and data modeling skills. Extensive experience in developing and managing data visualizations using tools like Tableau, Looker, or PowerBI. Experience with modern data warehousing and tooling (e.g., Snowflake and dbt) Excellent ability to understand complex business problems, break them down, and create effective, data-driven solutions. Nice to Have: Experience in the lending or fintech industry Experience implementing AI-based solutions for BI (e.g., Snowflake Intelligence) Compensation: Annual Targeted Salary: $211,000- $265,000 USD Annual Target Bonus: 20% At Forward Financing, we're committed to fair and transparent compensation. We believe in providing a compensation package that recognizes your skills, experience, and the unique value you bring to our team. We take a market-based approach to pay, regularly reviewing benchmark data to ensure our compensation remains competitive, equitable, and aligned with our performance-driven culture. Final offers are determined by a variety of factors, including the candidate's qualifications, relevant experience, specific skills, and internal equity. This approach ensures that our compensation is competitive and equitable. Your recruiter will provide specific details on the expected base and variable earnings as it pertains to this specific role. Total Rewards: Additionally, we offer a comprehensive total rewards package, including but not limited to: medical, dental, vision, commuter benefits, a flexible time-off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match. Forward is proud to be a remote-first company, keeping workplace flexibility a top priority for our employees. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. To help facilitate in-person collaboration, employees are welcome to work from one of our premiere office locations. When we aren't collaborating to drive business and support our customers, we're finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together! Forward Financing Core Values: Drive the Mission - We believe in financial opportunity for underserved small businesses. We say “yes” when others say “no.” Keep It Real - We value direct communication, candid feedback, and authenticity. We are an open book. Act with Kindness - We create an environment where caring is cool and helping is the norm. We do the right thing. Shoot for Extraordinary - We are inspired by innovative thinking and continuous improvement. We never settle for yesterday's best. About Us: Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide. Forward offers revenue-based financing - delivering an upfront sum of working capital in exchange for a set amount of the business's future revenue. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver funds same day - giving more businesses the financial opportunity they need to thrive. Plus, with their dedicated teams and award-winning service, customers get personalized support when they need it most. Since 2012, Forward has expanded access to capital by providing over $4.1 billion in funding to more than 80,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.7 stars rating on Trustpilot.com. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work , Forward is dedicated to empowering both its team and the customers they serve, helping them succeed and thrive. US Equal Opportunity Employment Information Forward Financing is proud to be an equal opportunity employer, and is committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. With a laser focus on employee impact, we're able to reduce biases and ensure the right people are in the right jobs to contribute to our mission. The varied perspectives of our people fuel innovation and make us a stronger team. By embracing what makes each of us unique, we create a supportive environment where people feel valued, accepted, and empowered to thrive. California Employee Privacy Policy