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HSBC Bank jobs - 241 jobs

  • Wealth Relationship Officer

    HSBC 4.9company rating

    HSBC job in Scarsdale, NY

    In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth and perspectives to open new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share. The securities licensed Wealth Relationship Officer provides sales support to registered securities representatives, as well as an ability to enter trade orders on accounts. The licensed Wealth Relationship Officer has a strong understanding of the brokerage and banking industry, trading operations, banking products and HSI's (HSBC Securities Inc. USA) brokerage products. Work is often performed under the direction of registered securities representatives, the Wealth Relationship Manager (WRM). This role is a part of the overall relationship team, and a key relationship support role created to provide an outstanding client experience to the valuable banking and wealth clients and increase the Wealth Relationship Manager´s client facing time. While the Wealth Relationship Manager is the defined owner of the client relationship, the Wealth Relationship Officer plays a pivotal role in supporting the WRM for the banking portions of their assigned portfolio. The Wealth Relationship Officer provides dedicated support to Wealth Relationship Managers in the delivery of service and support activities for both banking and wealth products, as well as in the day-to-day contact and servicing of HSBC clients, in turn allowing the Wealth Relationship Manager to focus on their broader overall goals of covering acquisition, cross sales, retention, and growth of their portfolios. The role is not expected to provide securities recommendations to clients. The Wealth Relationship Officer is identified as a point of contact for clients, in the absence of the Wealth Relationship Manager, in assisting them to reach the necessary channels to meet their needs. Building an ongoing client relationship based on value and service is critical to being successful in this role. As our Wealth Relationship Officer, you will: * Provide high quality sales support to an individual or team of Wealth Relationship Managers * Reduce the time spent on process and administrative tasks by Wealth Relationship Managers to increase the team´s capacity to meet clients, address client's needs, and conduct higher value activities which will contribute to the overall cost efficiency ratio * Support the Wealth Relationship Managers for the banking portions of their assigned portfolio * Support Wealth Relationship Managers to manage client contact and service, including, in the absence of Wealth Relationship Managers answering client calls, resolving client enquiries on transactional needs, and facilitating a smooth hand-off to the correct channels where appropriate, and managing key event reminders to maintain active client contact * Provide sales support to licensed sales staff including preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirement * Enhance client trust in HBUS and Wealth's capability of meeting client needs and support Wealth Relationship Managers to achieve their plan and Wealth and Personal Banking business they are responsible for * Have regular contact with clients regarding their accounts, under the direction of a registered securities representative * Enter orders for clients and opens new client accounts at the direction of the registered representative You´ll likely have the following qualifications to succeed in this role: * FINRA Series 7 & 63 * Life and Health insurance licenses required. Must be registered or obtain approval for registration with the necessary States where registered representative will be conducting business * Good experience in financial services industry * Knowledge of brokerage products and services, operations supporting them and pertinent regulations affecting their delivery * Knowledge of Anti Money Laundering Knowledge of relevant regulatory governance in US * Previous experience in Retail/Premier Bank sales preferred * Strong interpersonal and responsiveness skills with good decision making and ability to deliver * Understanding of core products, Premier proposition, and familiar with retail and wealth product processes * Understanding of relationship management systems (CRM and RM Platform, etc.) * Solid understanding of appropriate branch operational procedures * Knowledge of local and Group compliance regulations * Ensure delivery of high-quality client experience and needs-based solutions through effective communication As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! The final fixed pay offer will depend on the candidate and a few variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.
    $116k-165k yearly est. 3d ago
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  • Regional Head of Treasury Solutions Group

    HSBC 4.9company rating

    HSBC job in New York, NY

    In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. We are currently seeking a seasoned professional to assume the role of Director, Regional Head of Treasury Solutions Group, North America. This position is part of HSBC's Global Payments Solutions (GPS) division, located in New York, USA. Global Payment Solutions (GPS) comprises nearly 10,000 employees across more than 50 countries. The division is uniquely equipped to assist clients in executing payments across borders, currencies, and regulatory frameworks swiftly and efficiently, with dedicated support at the country, regional, and global levels. Our expertise in this domain is consistently acknowledged by leading industry publications and associations, earning numerous global, regional, and national awards. The Treasury Solutions Group (TSG) is a practice in GPS that creates a differentiated value proposition for clients seeking to actively transform their treasury, guiding them through their journey by leveraging our knowledge, experience and best practice. TSG's expertise helps clients respond to the needs and challenges of their organization, through collaborative and solution focused approach. The role involves leading the TSG practice in North America, with a primary focus on market and client engagement. It requires proactive and ongoing interaction with Corporate and Institutional Banking (CIB) clients and client-facing functions in a consultative capacity across various payments, liquidity, and treasury topics. As a thought leader, the role holder will represent GPS and HSBC in external public forums, media, and events on these subjects. Key Responsibilities: * Engage with Corporate Treasurers at a strategic level to help shape their treasury transformation roadmap * Collaborate with relationship teams to enhance efficiency and effectiveness in clients' treasury and working capital processes * Drive revenue through increased utilization of liquidity and investment solutions, ensuring a clear understanding and execution of the bank's funding and balance-sheet strategy, alongside the appropriate application of business pricing dynamics * Lead consistent and sustained commercialization efforts to boost product utilization and ensure successful product launches * Develop treasury review frameworks and methodologies to define and analyze problem statements, conduct gap assessments, and create recommendation playbooks and similar artefacts to scale up the TSG practice across the firm * Create treasury and liquidity best practice materials by drawing on expertise across the firm and applying insights from client engagements * Design and deliver globally consistent training programs covering treasury and liquidity themes and topics, enabling frontline teams in their strategic conversations with clients and stakeholders * Drive thought leadership on topics and themes that are top of mind for Corporate Treasurers and CFOs, ranging from immediate issues to forward-looking subjects in the industry, including trends in technology, platforms, and ecosystems * Enhance the GPS profile by participating in speaking engagements at industry events, HSBC/GPS proprietary events, client roundtables, etc. Collaborate with marketing and various content teams to elevate the quality and effectiveness of sponsored/proprietary events Requirements for Success: * Strong understanding of liquidity management strategies, structures, products, and services, with global exposure to liquidity management and investment products, having experience in designing and implementing such structures for large corporates * Comprehensive knowledge of banking, investment, and cash management regulations and practices, including foreign exchange controls and relevant taxation considerations * Experience in consulting and/or implementing treasury setups, centralization, standardization, including cash pooling structures and change management projects; a keen understanding of customer needs and delivering excellent customer experiences * Effective stakeholder management skills, with the ability to build robust networks across business areas and develop relationships based on mutual trust with clients and stakeholders * Proven track record in product commercialization and driving volumes and revenues * Demonstrated thought leadership on topics and themes relevant to stakeholders, including CFOs/CEOs within the organization, banking and payments partners, and treasury technology providers * Excellent written and verbal communication skills, with the ability to convey complex information in a meaningful way to diverse audiences * Experience in leading and managing teams As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.
    $115k-166k yearly est. 12d ago
  • Service Desk Specialist

    Barclays Plc 4.6company rating

    New York job

    Purpose of the role To provide frontline support and useful resources to departments and colleagues across the bank with everyday IT problems, issues and requests. Accountabilities * Provision of high-quality support and problem-solving capabilities through various communication channels to resolve specific technology issues related to products and applications, ensuring that the relevant stakeholders are updated on progress. * Development of reports and dashboards to visualise and communicate key findings and recommendations for improvement to team leads and relevant stakeholders. * Management of user requests including password resets, software installation, access provisioning and equipment troubleshooting. * Collection and maintenance of incidents, requests and resolutions to access trends, identify common issues, track services metrics. * Maintenance of a knowledge base containing documentation of resolved cases for future reference and self-service opportunities. * Execution of assessments to establish the severity and urgency of reported issues to support the prioritisation process. * Development and provision of user training on applications, systems and equipment to enhance experience and self-sufficiency. Assistant Vice President Expectations * To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions. * Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes * If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. * OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes. * Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. * Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. * Take ownership for managing risk and strengthening controls in relation to the work done. * Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. * Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. * Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively. * Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience. * Influence or convince stakeholders to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave. Embark on a transformative journey as a Service Desk Specialist. At Barclays, our vision is clear - to redefine the future of banking and help craft innovative solutions. In this role, you'll support day-to-day technology operations by helping resolve issues, maintain service stability, and support ongoing improvements across the organization. You'll work closely with different teams to ensure technology services continue to meet business needs. To be successful as a Service Desk Specialist, you should have experience with: * Providing first-line and second-line technical support for enterprise systems and applications * Troubleshooting incidents, managing escalations, and supporting timely resolution * Working with cross-functional teams to support service improvements * Following risk and control frameworks within technology environments * Supporting technology changes that impact services and users Some other highly valued skills may include: * Understanding of risk and controls within IT service environments * Experience supporting change and transformation activities * Awareness of how technology services align with business needs * Problem-solving skills and a structured approach to issue resolution * Familiarity with ITSM tools, digital platforms, or basic automation You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills. This role is located in New York, NY. Minimum Salary: $125,000 Maximum Salary: $170,000 The minimum and maximum salary/rate information above includes only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.
    $125k-170k yearly 5d ago
  • Corporate Portfolio Associate

    American Century Companies 4.8company rating

    New York, NY job

    About Us American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct over 40% of our profits every year-more than $2 billion since 2000-to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you. Role Summary The Corporate Markets Team manages Investment Grade and High Yield assets across mutual funds, exchange traded funds, and institutional separate accounts. The team consists of nine professionals located in New York, Santa Clara, and London. The Corporate Portfolio Associate is responsible for assisting portfolio managers with general portfolio administration and trade execution. This person will also engage with corporate research, risk management, corporate trading team, middle office, technology, and client portfolio management teams. Some experience trading fixed income and utilizing Bloomberg and other finance applications is desired. This role reports to a VP & Senior Portfolio Manager This hybrid position will be based out of our New York office. This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future. How You Will Make an Impact Engage with corporate portfolio managers to manage single and multisector bond mutual funds and ETFs. Leverage knowledge of trading platforms and systems to model trades based on new cash flows or portfolio team directions. General portfolio administration including tracking new issues, secondary trades, and providing insight into market activity. Identify relative value opportunities, tax-loss swap opportunities, and propose trade ideas to meet strategy goals. Work with portfolio managers to ensure accounts are invested within guidelines, create and review exception reports, monitor account positioning. Assist in ad-hoc research projects, technology improvements, and client data requests. What You Bring to the Team (Required) Strong analytical skills, strong understanding of statistics, and attention to detail. Excellent communication skills with ability to communicate clear and concise. Both verbally and in written form, with high accuracy and attention to detail. Ability to work independently in a fast-paced, dynamic environment. Strong MS Office skills (Excel, Outlook, PowerPoint, Word). Experience with Bloomberg, Factset. AI / prompting experience Creative thinker with inquisitive mind. Bachelor's degree in business, finance, economics, or a scientific/technical field. Minimum of 2 years of experience at an asset manager, hedge fund, bank, or other financial institution. Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven. Additional Assets (Preferred) Relevant certifications in finance Work Environment: Office setting with an open trading desk environment, working market hours. May require extended hours during peak trading periods. The above statements are not intended to be a complete list of all responsibilities, duties, and skills required. What We Offer Competitive compensation package with bonus plan Generous PTO and competitive benefits 401k with 5% company match plus annual performance-based discretionary contribution Tuition reimbursement, formal mentorship program, live and online learning Learn more about our benefits and perks. For New York based candidates, the salary range for this role is $75,000.00-$90,000.00. Actual offers are based on various factors including but not limited to a candidate's location, skills, experience, and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more. Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role. American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions. We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_*******************************. All requests for accommodation will be addressed as confidentially as practicable. American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases. #LI-Hybrid American Century Proprietary Holdings, Inc. All rights reserved.
    $75k-90k yearly Auto-Apply 9d ago
  • Personal Assistant

    Barclays 4.6company rating

    New York job

    Purpose of the role To provide administrative and organisational support to executives, managers, or teams. To manage schedules, acting as a trusted point of contact, ensuring seamless coordination, efficient task management, and a professional presence for their assigned individuals or teams. Accountabilities Management of executive, managers or team calendars and overseeing timely responses to meeting invitations and requests. Planning and arranging travel itineraries, including flights, accommodation and ground transportation, ensuring timely and efficient travel for the executive or team. Proactively anticipating the needs of the executive or team, prioritising tasks, and ensuring timely completion. Management of day-to-day administrative tasks, such as expenses, maintaining filing systems, and ordering office supplies, annual leave records management, distribution list management and organisation management tasks. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave. Join us as a Personal Assistant supporting senior executives and leadership teams through high-quality administrative and organizational support. In this role, you will manage complex calendars, coordinate meetings, and serve as a trusted point of contact to ensure seamless day-to-day operations. You will proactively anticipate business needs, prioritize competing demands, and ensure timely execution of administrative tasks. This position requires discretion, strong organizational skills, and the ability to operate with professionalism in a fast-paced environment. To be successful as a Personal Assistant, you should have: Experience supporting executives or senior leaders in a personal assistant or administrative role Ability to manage calendars, schedule meetings, and coordinate logistics using Outlook Experience arranging travel, managing itineraries, and processing expense reports Some other highly valued skills may include: Attention to detail with the ability to handle confidential and sensitive information Verbal and written communication skills with a professional presence Time management skills with a proactive, organized, and team-oriented approach You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills. This role is located in New York or the Whippany, NJ offices. Salary for New York: Minimum Salary $80,000 Maximum Salary $115,000 The minimum and maximum salary/rate information above includes only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available. Salary for Whippany, NJ: Minimum Salary $80,000 Maximum Salary $115,000 The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available. Barclays employees are eligible for a suite of competitive and generous employee benefits, including medical, dental and vision coverage, 401(k), life insurance, and other paid leave for qualifying circumstances. This position is eligible for an incentive award
    $80k-115k yearly Auto-Apply 1d ago
  • ARM, CHS, Corporate Coverage

    Standard Chartered 4.8company rating

    New York, NY job

    Apply now Work Type: Office Working Employment Type: Permanent Job Description: The ARM provides direct sales support to the Senior Banker/Banker to originate new business and in partnership with the Senior Banker/Banker is jointly accountable for client revenues/profitability. Key Responsibilities * Proactive assistance to the Senior Banker/Banker with transactional support on new business origination activities i.e. client research, pitch books, industry leads etc; including coordination with network and product. * Client analysis, reporting on post origination activities; client meeting documentation. * Support Senior Banker/Banker on sales discipline requirements i.e. Account Planning process; pipeline maintenance; client call reports; preparation of deal approval submissions. * New transactions: Deal execution support, credit documentation, limit loading, co-ordination with sales/product on fee letters, deal drawdown. * Proactive management of portfolio including client and product partner engagement to ensure limit utilization * Provide direct sales support to the Senior Banker/Banker on all origination activities for the assigned ARM client portfolio: * In partnership with the Senior Banker/Banker the ARM is jointly accountable for client revenues/profitability through the provision of origination support including: * Proactive assistance to the Senior Banker/Banker with transactional support on client research and meeting preparation/documentation i.e. pitch book preparation, research into industry trends etc; coordinating with product and other key stakeholders across the network to ensure client materials are of the highest quality and client focused * Complete bespoke client analysis as required including competitor analysis reflecting SCB's value proposition vs peers; Complete relevant reporting on post origination activities; client meeting documentation; * Ensure adherence to all sales discipline requirements i.e. provide support to the Senior Banker/Banker on Account Planning, deal pipeline and call report administration/discipline, as agreed with the Banker * Client meeting preparation and execution including logistics if attending client meetings in partnership with the Banker * Provide support on new business transactions i.e. deal execution support, credit documentation, limit loading, coordination with Product Sales on fee letters, deal drawdown. * Proactive management of portfolio including client and product partner engagement to ensure limit utilization Skills and Experience * Manage Conduct * Risk Management and Internal Controls * Business - Strategy and Business Model * Business - Market Knowledge * Business - Products and Processes * Business - Business Partnering * Business - Process Management * Risk Management - C&I Credit Risk * Sales - Relationship Management * Information Systems - Applications & PC Skills Qualifications * Education Bachelor's degree in Banking, Economics, Finance or Accounting preferred. * Training Risk & AML certified as stipulated by Bank policy * Licenses FINRA member (series 79 and 63) * Certifications Risk & AML certified as stipulated by Bank policy * Languages English About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term Expected annual base pay range for the role is 155,000 USD to 175,000 USD. The final offer will be determined on an individualised basis using a number of variables, including but not limited to skill set, depth of experience and education, internal relativity, and specific work location. At Standard Chartered Bank, Base pay is only part of the total compensation package. Discretionary variable pay and a range of attractive bank sponsored benefit programs are available and designed to foster employee overall health and well-being including, but not limited to, a best in class 401k plan with up to 8% employer match, robust medical plan coverage with employer funded Health Savings Accounts, inclusive family building benefits, and flexible/hybrid working arrangements for many of our positions subject to role specific considerations Visit our careers website ****************** What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $55k-85k yearly est. 58d ago
  • Welcome Care Advisor

    HSBC 4.9company rating

    HSBC job in Buffalo, NY

    Work style: Hybrid Worker In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share. Welcome Care Advisor will deliver outstanding quality advice, consultation and coordination of international sales and services to the Corporate, Premier, International, and international segment clients with global financial servicing needs to attract, retain and expand account relationships. Embeds quality, care, and ownership over all aspects of international client inquiries through direct customer sales and contact to ensure every customer feels satisfied, cared for, and delighted with their experience each and every time they contact us As our Welcome Care Advisor you will: + Provide high quality service to achieve maximum customer satisfaction while welcoming recently onboarded customer + Assist customers during the Welcome Care journey resolving the customer's query at first contact where possible + Educate customers on US banking setting them up for success + Adhere to call procedures and guidelines + Establish customer's needs and offers solutions to enhance the customer's relationship + Take ownership and initiative to complete necessary research and customer follow up or direct the customer to the appropriate department for resolution + Maintain a working knowledge of regulations to identify risk or fraudulent activity to protect both the customer and the bank + Contact HSBC Domestic and International customers via approved communication channels (phone calls, zoom, Outlook email) in a polite and friendly manner + Offer value added products and services based on customer needs analysis and ensures customer understanding of those products + Handle multiple products and has deep knowledge of our Cross-border procedures You´ll likely have the following qualifications to succeed in this role: + Bachelor's degree in business, related field, or equivalent experience + Proven and progressive international, personal banking sales and service experience or equivalent, including evidence of referral results and ability to close a sale + Client necessity based communication, cross-selling, interpersonal and customer service skills + In-depth knowledge of international products, service, and people as well as the nature, philosophy and products of the Group + Proficiency with personal computers as well as pertinent mainframe systems and software packages + Foreign language skills, such as Mandarin and/or Cantonese + Proven track record to embed outstanding quality, tone, passion, demeanor and pride in each and every customer transaction As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law. **Nearest Major Market:** Buffalo
    $100k-139k yearly est. 37d ago
  • Associate, Corp Affrs, Brand & Marketing

    Standard Chartered 4.8company rating

    New York, NY job

    Apply now Work Type: Hybrid Working Employment Type: Permanent Job Description: The role will directly support the Corporate Affairs, Brand & Marketing, Americas (CABM) team by providing administrative, operational and business planning and business continuity duties, including but not limited to handling confidential/sensitive matters and materials, proactively anticipating and managing work requirements, acting as a professional representative of the CABM functions with all internal and external stakeholders, prioritizing and sharing information between teams and stakeholders, and supporting CABM in achieving individual and team objectives. This role will also play a key role in managing the Governance responsibilities of the CABM Americas function. RESPONSIBILITIES Strategy * Support CABM team in delivering the CABM strategies for the region * Compile, organize and support agenda setting for meetings of the CABM team * Update necessary plans and calendars Business * Primary contact for all business and trade associations of the Bank where relevant * Assist in the preparation, delivery and post-event activities for internal and external events within CABM, including: * Event Logistics & Planning * Internal Communications * Creation of marketing/promotional materials * Event briefs and post event reviews * Shipping, packing, receiving duties Day-to-Day Tasks * Assist in organizing staff engagement events (e.g. town halls), volunteering and fundraising opportunities * Act as a Brand Champion for Standard Chartered, supporting the team in ensuring brand guidelines are adhered to * Assist with internal communications - draft written communications, help to collect and provide content for Update Americas and other internal communications channels * Help manage content on Americas digital sites and provide support for staff on usage * Assist with the production of fact sheets, posters, notices * Monitor the CABM Americas mailboxes and respond to queries from employees Processes * Provide full administrative support to Head of CABM, Americas and CABM Americas team * Manage all bank systems - e.g. ePro, SCBuy, FCS, M7, vendor requests, invoices and payments * Manage team calendars, organize meetings and teleconferences * Manage team travel and accommodation requirements * Manage team expenses and reconciliations * Assist with necessary team reporting, production of stakeholder reports, presentations * Departmental Continuity Coordinator for CABM, maintain and update BCP documents * Maintain all departmental supplies, materials, collateral, e.g. banners, annual reports, stationery * Work with supply chain management and legal and compliance teams to effectively manage vendors, including sponsorship and donation agreements. * Identify areas for process improvement and recommend ways to increase functional effectiveness and improve operational efficiencies Qualifications * Analytical and numerical skills, strong knowledge of MS Office suite. * Strong interpersonal skills and multi-cultural awareness and sensitivity. * Excellent communication skills (written and spoken) and stakeholder management skills. * Ability to operate within a geographically dispersed and highly varied stakeholder base. * Ability to collaborate and work dynamically across country, region, business and group stakeholders. * Strong project management, organisational and administrative skills. * Ability to effectively prioritise multiple tasks in a high-pressure environment. * Exemplary integrity, ethics, independence and resilience. * Ability to work in a matrix organisation, leveraging resources across the organisation to complete deliverables, manage multiple projects and meet strict deadlines. * Ability to handle sensitive matters at all levels of the organisation with discretion and confidentiality. * Excellent events management experience. * Proactive and positive attitude, with a creative eye and good problem-solving skills. The most important skill: * Governance management We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Recruitment Assessments Expected annual base pay range for the role is 80,000 USD to 110,000 USD. The final offer will be determined on an individualised basis using a number of variables, including but not limited to skill set, depth of experience and education, internal relativity, and specific work location. At Standard Chartered Bank, Base pay is only part of the total compensation package. Discretionary variable pay and a range of attractive bank sponsored benefit programs are available and designed to foster employee overall health and well-being including, but not limited to, a best in class 401k plan with up to 8% employer match, robust medical plan coverage with employer funded Health Savings Accounts, inclusive family building benefits, and flexible/hybrid working arrangements for many of our positions subject to role specific considerations Some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process. Visit our careers website ****************** Apply now Information at a Glance * * * * *
    $87k-122k yearly est. 29d ago
  • Director, FX Options Trader

    Standard Chartered 4.8company rating

    New York, NY job

    Apply now Work Type: Office Working Employment Type: Permanent : RESPONSIBILITIES Strategy * Apply the Bank's business strategy to day to day customer flow, pricing, risk management * Assist in developing and implementing strategy for FX Options in Americas * Identify business development opportunities * Maximise total product income by ensuring effective end to end client risk management/service * Awareness and understanding of the Group's business strategy and model appropriate to the role * Mine for new client opportunities that can be monetized, and continue to invest time in building systems to enhance TPI potential * Engage with our valued customers on a sophisticated leve Business * Generate revenue for the bank through trading FX options for the currency block * Communicate with Global FXO team updating relevant book-runners in case of significant market events during NY hours as per desk procedures. * Increase SCB's visibility in the region through competitive pricing, market commentaries and idea generation in FX Options * Understand wider business, economic and market environment in which the firm operates * Deepen existing client relationships through regular conversations and by giving market colour in line with guidelines * To work with and Sales/RM to identify new prospects and client opportunities * To explore new products and structures to increase the breadth and depth of the market * Manage risk from client trades * Seek and take advantage of market opportunities Processes * Accountable for establishing and maintaining frameworks to ensure FXO processes are efficient, appropriate and compliant. * Accountable for effective management of operational risks within FXO. * Exercise all supervisory responsibilities as outlined in the FM Code of Conduct. * Ensure adherence to all internal and external regulations. Ensure that the business meets its obligations the prevention of money laundering under the Group Policy and Standards and under local laws and regulations. Ensure that there are appropriate and documented internal controls and procedures in place. Monitor the operation of such procedures and controls and regularly review them to ensure that they reflect any changes in products, systems, policy and regulation People & Talent * Contribute to continuous process improvement and sharing best practice * Set and monitor job descriptions and objectives for direct reports where applicable, and provide feedback and rewards in line with their performance against those responsibilities and objectives. * Employ, engage and retain high quality people, with succession planning for critical roles. Identify, evaluate and action under performers * Responsibility to review team structure/capacity plans Risk Management * Risk-manage global FX Options portfolios during NY market hours as part of global FXO team and the Structured products and Correlation books * Execute hedging strategies for Complex books and assist global team in developing and executing the game plan * Assist in development of risk management tools for new structured/correlation products as they are developed * Where necessary assist with execution of hedging strategies for other FXO books agreed with book-runners, located in other regions * Responsible for identifying, assessing, monitoring, controlling and mitigating risks to the Group. Also, an awareness and understanding of the main risks facing the Group and the role the individual plays in managing them * The ability to interpret the Group's financial information, identify key issues based on this information and put in place appropriate controls and measures * Comply with guidelines as outlined in the annual dealer mandate * Embed Operational Risk monitoring as an integral part of the business process. Towards this, to effectively carry out the assigned role, if any, under Compliance Risk Management and Operational Risk Management Assurance * Monitor all major risk issues and concentrations and ensure that trading limits are adhered to by all FXO traders * Effectively manage the risk from customer transactions Qualifications * Undergraduate degree required * Minimum of 3 years in the Latam FXO space * Product knowledge and experience in LatAm FXO Skills and Experienc * Customer Behaviour and Preferences * Financial Mathematics * Investment Performance Measurement * Market Risk * Securities Laws and Regulations (SLR) Compliance * Service Excellence * Trading About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term Expected annual base pay range for the role is 200,000 USD to 250,000 USD. The final offer will be determined on an individualised basis using a number of variables, including but not limited to skill set, depth of experience and education, internal relativity, and specific work location. At Standard Chartered Bank, Base pay is only part of the total compensation package. Discretionary variable pay and a range of attractive bank sponsored benefit programs are available and designed to foster employee overall health and well-being including, but not limited to, a best in class 401k plan with up to 8% employer match, robust medical plan coverage with employer funded Health Savings Accounts, inclusive family building benefits, and flexible/hybrid working arrangements for many of our positions subject to role specific considerations. Visit our careers website ****************** What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $124k-202k yearly est. 58d ago
  • Securitization Senior Credit Officer, Specialized Finance Risk

    Standard Chartered 4.8company rating

    New York, NY job

    Apply now Work Type: Hybrid Working Employment Type: Permanent Job Description: Key Responsibilities The role holder will be responsible for: * Managing credit risk within the second line of defence ("2LoD") within the Specialised Finance ("SF") Risk for Corporate and Investment Bank ("CIB"). * This opportunity will suit a Senior Credit Officer / Executive Director equivalent profile with the relevant background and +10 years proven expertise in asset-backed financing / securitisation and/or Private Credit / Middle Market / Leveraged Finance in the US markets. * Experience in warehouse, asset-based finance and traded asset backed securities across geographies and asset type (ABS, CLO, RMBS, CMBS, ABL, ABF) preferred. The role will require: * Experience gained from an investment bank or a specialised / structured finance group of a major international organisation and a relevant degree from a top-tier university. * Strong understanding of credit risk, financial analysis, structuring, stress testing and jurisdiction risk, and their application in lending decisions for single counterparty credit risk appetite. * Able to manage credit risk appetite with early-stage deal screening, detailed due diligence, and timely execution of transactions with credit memo analysis and independently written Risk recommendations. * Early-stage deal screening and due diligence of new transaction requests, with the ability to unpack complex situations or niche sectors to find out-of-box solutions, and value creation for clients. * Influence structuring for best-in-class underwriting and to achieve successful and timely transaction execution and syndication. * Champion business initiatives which promote revenue growth whilst protecting against the downside risk by identifying the short- to medium-term risks. * Credit approve 1LoD prepared credit applications and rating assessments using subject-matter expertise and manage a portfolio of unique counterparties with early-stage detection of credit deterioration (Early Alert Ratings), which includes stress testing. * Prepare and present periodic portfolio monitoring reviews with senior 1LoD stakeholders and senior 2LoD Risk partners. * Ensure that the relevant 1LoD and 2LoD owners understand and accept their risk management responsibilities, where risks are managed and risk-return trade-offs are made, in line with Credit Risk frameworks. * Proactively seek for improvements in 2LoD and lead associated internal initiatives related to governance, regulatory, policy, or risk driven reporting. * Ensure a robust effectiveness review process to Credit Risk and escalate significant matters and / or gaps in implementation to senior management and the relevant committees. * Monitor compliance of approved risk appetite using the risk information reporting and highlight significant matters to the attention of senior management and senior risk committees. * Maintain and influence a culture of good conduct in the Risk function and embed the Risk culture statement. * Represent SF Risk in business meetings, client due diligence and conferences, seminars * People leader, team player and solid independent professional. Highly adaptable to cross-cultural environment and working closely with a multitude of professionals from various geographies and nationalities. * Promote Risk to the wider organization and partner Risk peers (including market risk, policy and governance, and enterprise risk management) for risk wide initiatives. * Awareness and understanding of regulatory framework in which the bank operates, and the regulatory requirements and expectations relevant to the role Qualifications Education: * University Degree Experience: * +10 years relevant experience in asset-backed financing / securitisation and/or Private Credit / Middle Market / Leveraged Finance in the US markets * Experience in warehouse, asset-based finance and traded asset backed securities across geographies and asset type (ABS, CLO, RMBS, CMBS, ABL, ABF) preferred. About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term Expected annual base pay range for the role is 234,230 USD to 325,320 USD. The final offer will be determined on an individualised basis using a number of variables, including but not limited to skill set, depth of experience and education, internal relativity, and specific work location. At Standard Chartered Bank, Base pay is only part of the total compensation package. Discretionary variable pay and a range of attractive bank sponsored benefit programs are available and designed to foster employee overall health and well-being including, but not limited to, a best in class 401k plan with up to 8% employer match, robust medical plan coverage with employer funded Health Savings Accounts, inclusive family building benefits, and flexible/hybrid working arrangements for many of our positions subject to role specific considerations Visit our careers website ****************** What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $131k-180k yearly est. 7d ago
  • Lending Business Systems Analyst

    HSBC 4.9company rating

    HSBC job in Buffalo, NY

    Work style: Hybrid Worker In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth and perspectives to open new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share. The Lending Business Systems Analyst is accountable for the ongoing enhancement and maintenance of the Lending Point of Sale and Loan Origination Systems. Key responsibilities include eliciting and documenting user requirements, contributing to managed releases for system improvements, delivering on Strategic Initiative project objectives, and providing support for issue resolution. The role involves close collaboration with business subject matter experts and assists other teams within Mortgage Systems Administration. As our Lending Business Systems Analyst,you will: + Collect, evaluate, and document user requirements for applications across IWPB Lending and other business units + Advise on optimal solutions and provide guidance for systems change requests originating from business units + Act as a liaison between HSBC Technology Service, external vendors, and relevant stakeholders to ensure user requirements are accurately defined and effectively implemented + Design, review, and execute comprehensive testing scenarios and scripts to validate system functionality + Collaborate with business groups, Systems Administration, and HSBC Technology Serviceto identify, report, and resolve system defects + Support business User Acceptance Testing (UAT), including planning, preparation, and execution activities as required + Coordinate project activities, manage deliverables, and track project status throughout development and post-implementation phases + Regularly monitor the effectiveness of systems during business-as-usual operations and facilitate coordination with other departments as necessary You'll likely have the following qualifications to succeed in this role: + Business Analyst experience as well as knowledge of Lending Point of Sale and Loan Originations Systems + Bank, Lending business, Lending systems related experience or equivalent + Minimum of associate's degree in business, management information systems, related field or equivalent experience + Proven communications, organizational, analytical, administrative, problem-solving, project management and interpersonal skills + Proficiency with personal computers as well as pertinent HSBC systems and software + Experience with C# and Visual Basic it's a plus + Ability to meet project deadlines and objectives independently and within a team As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee's overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a "bonus"). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law. **Nearest Major Market:** Buffalo
    $88k-123k yearly est. 7d ago
  • Customer Outreach Specialist

    HSBC 4.9company rating

    HSBC job in Buffalo, NY

    In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth and perspectives to open new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share. As our Customer Outreach Specialist, you'll be responsible for mitigating risk to HSBC Retail Bank and Wealth Management by completing complex CART reviews for the Remote Channel. Skillfully trained to identify Anti Money Laundering and Sanctions risk to the bank. Handles the most challenging accounts, client situations and projects. May serve in lead capacity at times and provide guidance and training to less experienced personnel. As our Customer Outreach Specialist, you will: * Improve Compliance with Anti-Money Laundering, other regulatory and legal requirements * Will have front line customer contact to gather any missing Know Your Customer and Customer Due Diligence information, to bring the customer information profile up to date with today's regulatory and compliance requirements * Perform necessary enhanced due diligence on both customers and businesses when necessary * Work with team members to manage all pending CART reviews both individually and from a team approach * Provides the highest level of customer service with a strong focus on the customer experience, finds a balance in having a sensitive conversation with client while following all policies and procedures * Ensure compliance and operational risk controls are followed in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues You'll likely have the following qualifications to succeed in this role: * Strong verbal and written communication skills * Must be an independent worker with self-management capabilities who also enjoys working as a team * Strong organizational skills to manage day to day tasks and CART reviews against strict deadlines, must be able to multi-task * Ability to overcome objection * Understanding of Anti Money Laundering and Sanctions Policies, high risk indicators along with the importance of Global Standards. * MS Office, Word and Excel experience As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.
    $55k-84k yearly est. 6d ago
  • Head of Data Privacy & Data Regulatory Compliance

    Barclays Plc 4.6company rating

    New York job

    Purpose of the role To develop and implement data privacy policies, procedures and monitoring the adherence to these policies across the organisation. Accountabilities * Identification and assessment of potential risks related to data privacy and implement measures to mitigate these risks and enhance overall data protection. * Development and implementation of an effective incident response plan for data breaches and coordinating with relevant teams to investigate and address incidents promptly. * Provision of data privacy training and awareness to employees by educating employees about their data privacy obligations, how to manage personal data securely, and how to identify and report data privacy breaches. * Identification of areas for improvement and implementation of enhancements to the data privacy programme. * Development and implementation of data privacy policies, procedures and monitoring the adherence to these policies across the organisation. * Development and implementation of Barclays Data Privacy strategy aligned with the bank's business objectives and regulatory requirements. * Definition and enforcement of data privacy policies and procedures to ensure data protection, security, and compliance. * Partnering with stakeholders to drive improvements in the understanding, appropriate use and protection of personal data. * Development and maintenance of a comprehensive data privacy governance framework aligned with regulatory requirements and industry standards. Director Expectations * To manage a business function, providing significant input to function wide strategic initiatives. Contribute to and influence policy and procedures for the function and plan, manage and consult on multiple complex and critical strategic projects, which may be business wide.. * They manage the direction of a large team or sub-function, leading other people managers and embedding a performance culture aligned to the values of the business. Or for an individual contributor, they lead organisation wide projects and act as deep technical expert and thought leader, identifying new ways of working and collaborating cross functionally. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions.. * Provide expert advice to senior functional management and committees to influence decisions made outside of own function, offering significant input to function wide strategic initiatives. * Manage, coordinate and enable resourcing, budgeting and policy creation for a significant sub-function. * Escalates breaches of policies / procedure appropriately. * Foster and guide compliance, ensure regulations are observed that relevant processes in place to facilitate adherence. * Focus on the external environment, regulators, or advocacy groups to both monitor and influence on behalf of Barclays, when appropriate. * Demonstrate extensive knowledge of how the function integrates with the business division / Group to achieve the overall business objectives. * Maintain broad and comprehensive knowledge of industry theories and practices within own discipline alongside up-to-date relevant sector / functional knowledge, and insight into external market developments / initiatives. * Use interpretative thinking and advanced analytical skills to solve problems and design solutions in often complex/ sensitive situations. * Exercise management authority to make significant decisions and certain strategic decisions or recommendations within own area. * Negotiate with and influence stakeholders at a senior level both internally and externally. * Act as principal contact point for key clients and counterparts in other functions/ businesses divisions. * Mandated as a spokesperson for the function and business division. All Senior Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave. Salary / Rate Minimum: $215,000 Salary / Rate Maximum: $280,000 The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any another type of compensation or benefits that may be available. Purpose of the Role To lead and integrate the strategic and operational delivery of data privacy compliance, and records management across the Investment Bank (IB), ensuring alignment with legal, regulatory, and business requirements. The role acts as a senior lead and control owner across these domains, embedding governance, risk, and control frameworks that support sustainable and compliant data practices, driving transformation of the function through a data led, technology enabled approach. Provide regional leadership for the IB CDAO within the US region, ensuring alignment with global and regional objectives, regulatory requirements, and business priorities, acting as the primary point of contact for regional stakeholders and representing the function in cross-business forums. Key Accountabilities * Lead and integrate IB-wide data privacy and records management strategy and operations, ensuring compliance with legal, regulatory, and business requirements. * Act as senior control owner for data privacy and records management, embedding strong governance, risk, and control frameworks. * Oversee all data privacy activities, including DPIAs, RoPAs, privacy control reviews, and maintenance of privacy notices. * Drive data privacy awareness, training, and cultural adoption across the IB. * Govern classification, retention, storage, and disposal of records in line with Group Data & Records policies. * Lead records assurance activities (Records TSA, RTS workshops) and manage inventories, action logs, and remediation. * Shape and influence the IB-wide data strategy, operating model, simplification initiatives, and tooling enhancements. * Drive transformation of the function through data-led, technology-enabled approaches aligned to industry best practice. * Represent IB CDAO in cross-functional forums and external regulatory/legal engagements. * Provide regional leadership for the US, acting as primary point of contact and ensuring alignment with global objectives and regulatory expectations. * Oversee day to day regional operations, ensuring effective service delivery, policy adherence, risk management, and continuous improvement. * Ensure compliance with all applicable US federal, state, and local regulations. * Lead and develop the regional team, setting clear objectives, driving performance, supporting training, and enabling succession planning. * Build strong stakeholder relationships across business units, compliance, technology, regulators, and vendors. * Communicate regional priorities, achievements, risks, and issues to global and regional leadership. * Maintain robust governance frameworks and ensure accurate documentation, reporting, and record keeping. Key Requirements: * Evidencable knowledge and skills in Financial Services, specifically Investment Banking * Successful track record of implementing data management strategy and framework in an automated, tooling led environment. * Good understanding of data management tooling, architecture, and application into financial services * Strong stakeholder influencing and communication skills * Leadership and delivery within a global, matrix delivery environment
    $215k-280k yearly 7d ago
  • COMPLIANCE ANALYST II

    BBVA 4.8company rating

    New York, NY job

    Excited to grow your career? BBVA is a global company with more than 160 years of history that operates in more than 25 countries where we serve more than 80 million customers. We are more than 121,000 professionals working in multidisciplinary teams with profiles as diverse as financiers, legal experts, data scientists, developers, engineers and designers. About the job: General Summary: The Sanctions Analyst is responsible for supporting the BBVA New York Branch's Sanctions Program and will directly report to the US Head of Sanctions. This role is within a second-level team in the US, meaning first-level alerts are reviewed and escalated to this team. The individual will perform daily Sanctions screening activities to ensure transactions and parties are screened in accordance with the NY Branch's Sanctions program thoroughly and within the timeframes required by the regulators and internal policy. Primary Duties and Responsibilities: ● Responsible for the live monitoring of payments and messages via the banks OFAC filtering system to ensure all transactions are in compliance with OFAC regulations and AML policies. ● Block, reject, and report transactions to OFAC as needed. ● Perform quality assurance testing for payments, messages, and OFAC stripping reviews for potential manipulation of transaction details. ● Perform quality assurance checks and validations of OFAC filtering systems to ensure systems are compliant per periodic release of OFAC SDN updates. ● Review escalations from the Client Onboarding team pertaining to new and existing clients, as well as Counterparty relationships with respect to potential OFAC hits, negative news, and PEP hits. ● Provide guidance and advisory on OFAC matters to other associates/analysts within the group and other business units. ● Develop and deliver Sanctions related training as needed. ● Update OFAC logs and other items as needed. ● Participate in user acceptance testing of new tools to measure the systems efficiency prior to production. ● Participate in Ad-hoc management requests with relation to Global Sanctions. ● Stay abreast of new laws and regulations that involve Global Sanctions Compliance. ● Other duties assigned by management, including supporting other BSA Department areas as needs arise (e.g., Investigate alerted transactions for AML/Sanctions risks and provide guidance on SAR filings as needed.) Qualifications/ Skills: ● Bachelor's Degree required. Knowledge of BSA/AML and OFAC rules and regulations. ● Must have at least 2-3+ years of Sanctions related experience, with demonstrated second-level review experience. ● Must be a team player for real-time coverage of functions on a consistent basis. ● Must be able to interface with Senior Management and exhibit a high level of professionalism. ● Experience in conducting complex investigations/escalations and performing research using resources such as LexisNexis and World-Check. ● Will be expected to prepare reports, utilize and leverage tools such as Excel, Word, PowerPoint, etc. ● Ability to work together with other teams and departments to complete tasks as needed. ● Ability to follow internal policies and procedures. ● Oral, written, and analytical abilities are crucial. ● Must be a motivated self-starter willing and be able to learn and hone new skill sets, be detail oriented, and work under pressure with multiple deadlines. ● Knowledge of regulatory watchlists such as OFAC, EU, BIS, as well as current geopolitical developments, and its potential impact on the banking industry. ● Active Certified Anti-Money Laundering Specialist (CAMS) designation (preferred) or Certified Global Sanctions Specialist (CGSS) Designation, or ability to acquire within 180 days of hire. ● Experience with systems such as FircoSoft, LexisNexis, World-Check, Fenergo, would be a plus. ● Ability to read, write, and/or speak Spanish is highly desirable. ● Expected daily work schedule is 9:00 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $90,000 to $105,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions Legal requirements It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. Pay Transparency Policy Statement The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information (41 C.F.R. 60-1.35 (c)). Individuals with Disabilities BBVA USA, BBVA Securities Inc., and BBVA S.A. New York Branch invite all interested and qualified applicants to apply for employment opportunities. If you are a U.S.-based job seeker with a disability who is unable to use our online tools to search and apply for jobs, please contact us by emailing: disabilityaccessjobs.us@bbva.com or by calling toll-free (in the U.S.) **************. Please indicate the specific type of assistance needed*. *The disability access telephone line and email address are reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation. Please do not call about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non-disability related or technical issues, will not receive a response. EEO Statement BBVA USA, BBVA Securities Inc., and BBVA S.A. New York Branch have a firm and unwavering policy to provide equal employment opportunity without regard to age, citizenship, color, disability, ethnic origin, gender, gender identity and expression, marital status, nationality, national origin, race, religion, sexual orientation, genetic predisposition, protected veteran status, or any other status or classification protected by federal, state or local law. This policy includes all job groups, classifications and organizational units. With regard to employment, this policy extends to applicants and covers our recruiting, hiring, promotion, transfer, demotion, discipline, termination, benefits, compensation and training practices as well as social and recreational activities. View the "EEO is the Law" & "View the EEO is the Law Supplement Poster" poster. BBVA USA, BBVA Securities, Inc., and BBVA NY are equal opportunity and affirmative action employer.
    $90k-105k yearly Auto-Apply 35d ago
  • US Domestic and Emerging Payments Commercialization Head

    HSBC 4.9company rating

    HSBC job in New York, NY

    In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share. The Domestic & Emerging Payments US Commercialization Lead will be a member of NAM global payments solutions team. This position is responsible for end-to-end digital product management, including managing product performance, driving product enhancement and commercialization initiatives, working with Sales, Operations, Client Servicing and Implementation teams to manage existing client impacts to ensure high quality servicing and retention of clients, and engaging in review, remediation and mitigation of related product servicing and relevant product risk items. This is a highly client-centric role. The ideal candidate must have experience facilitating and influencing clients, sales and drive technology transformation. The candidate must have understanding of commercial and institutional clients buying behavior, and fintech and payments landscape. * Define and own product roadmap, go-to-market and commercialization strategy * Advocate for client needs, integrate client feedback in the strategy and product roadmap * Develop and maintain Real-time Payments, e-commerce, omni-channel and APM proposition for commercial and institutional banking clients * Collaborate with sales and coverage to actively engage clients in consultative dialogue * Accountable for product performance, profitability, product roadmap and backlog mgmt. * Partner closely with cross-functional teams to develop digital day 1 propositions, simplifying experience for external and internal stakeholder, on-boarding and service teams * Own target segmentation to ensure the product fit and superior client experience * Manage product budget, releases, communications, budget, KPIs related to on-boarding SLA, service * Oversee the product roadmap, development, execution, risk and compliance and revenue growth targets The final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. To be successful in this role, you should meet the following requirements: * Bachelors/Masters Degree in a business management * Proficiency in digital payments, including ACH, DD, RTP, RfP, APM, QR * Proven experience in APIs and leading client discussions with business and engineering teams of FinTechs, institutional and commercial clients * Understanding of financial crime risk, regulatory landscape, best practices to ensure consumer protection, and data privacy * Financial acumen - ability to create and analyze business cases, profitability analysis and drive commercial discussions with partners and stakeholders * Market Management - understanding of market trends, competitive landscape. Ability to stay at the forefront of market trends, and shape the product strategy to grow wallet and market share * Client Experience -highly client centric, dedicated to optimizing every client touchpoint from on-boarding, transactions, billing, and service * Partnership and Relationship building, negotiation skills As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.
    $59k-82k yearly est. 13d ago
  • Senior Equities Algorithmic Developer Low Latency Java Electronic Trading Technology

    HSBC 4.9company rating

    HSBC job in New York, NY

    Work style: Hybrid Worker In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth, and perspectives to open new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas, and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities, and the planet we all share. Equities Technology at HSBC is dedicated to solving complex challenges in the financial markets, enabling our global business and clients to excel. We deliver value by deploying code frequently and efficiently, guided by Agile and DevOps practices, and foster a culture of continuous improvement and innovation.As a Senior Equities Algorithmic Developer, you will be instrumental in designing, developing, and optimizing low latency algorithmic trading strategies for our Cash Equities business. You will leverage your expertise in Java and low latency systems to build robust, high-performance trading algorithms and infrastructure. As our Senior Equities Algorithmic Developer Low Latency Java Electronic Trading Technology, you will: + Design and implement algorithmic trading strategies that respond to real-time market conditions, ensuring optimal execution and compliance with regulatory requirements + Optimise system performance by applying advanced Java techniques, including deep knowledge of the JVM, garbage collection, and data structures + Collaborate with quantitative analysts and traders to translate business requirements into technical solutions, and iteratively refine algorithms based on market feedback + Ensure reliability and scalability of trading systems, with a focus on minimising latency and maximising throughput + Contribute to the development of smart order routing and execution logic, enhancing our competitive edge in electronic trading + Support production systems as part of a rota, and driving improvements in automation, monitoring, and DevOps processes + Maintain clear and effective communication with Sales, Trading, and Technology teams, adapting your approach to suit both technical and non-technical stakeholders You´ll likely have the following qualifications to succeed in this role: + Strong proficiency in core Java development, with hands-on experience in low latency environments + In-depth understanding of zero garbage collection (GC) architectures and advanced optimisation techniques + Demonstrated experience in developing and deploying algorithmic trading strategies for Cash Equities + Solid grasp of data collections, their implementation, and performance tuning + Familiarity with Aeron + Proven ability to work collaboratively in a team-oriented, democratic design environment + Excellent communication skills, with the ability to engage effectively across business and technology teams.This role offers the opportunity to shape the future of HSBC's electronic trading capabilities, working at the intersection of technology and financial markets As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law. **Nearest Major Market:** Manhattan **Nearest Secondary Market:** New York City
    $119k-154k yearly est. 10d ago
  • Investment Banking VP, COO Office

    Barclays 4.6company rating

    New York job

    Purpose of the role To enable the success of senior executives by helping executives navigate complex challenges, make informed decisions, and achieve their goals. Accountabilities Collaboration with business and senior leadership to develop and implement business strategies that align with organizational goals and regulatory requirements. Liaison between different business units and functions, fostering communication and collaboration. Management and coordination of strategic initiatives, projects, and change management efforts to optimize business processes and strengthen the control environment. Improvement of operational efficiency within the organisation including the identification of areas for improvement, streamlining of processes, and implementation of best practices to enhance productivity and effectiveness. Development of performance reporting for key metrics that reinforce the strategic objectives of the division and support the external commitments made. Involvement in aspects of financial analysis and budget management, including assistance in financial planning, forecasting, and monitoring of financial performance against targets. Support to business heads in partnership with HR on hiring, workforce planning, joiner/mover/leaver actions. Vice President Expectations To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures.. If managing a team, they define jobs and responsibilities, planning for the department's future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements.. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others.. OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions.. Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment. Manage and mitigate risks through assessment, in support of the control and governance agenda. Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does. Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies. Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions. Adopt and include the outcomes of extensive research in problem solving processes. Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave. Embark on a transformative journey as an Investment Banking VP, COO Office. At Barclays, our vision is to redefine the future of banking by delivering innovative, scalable solutions that enable our bankers to perform at their best. As part of the Investment Banking COO team, you will drive enterprise-wide transformation by delivering seamless technology solutions, automating manual processes, and shaping a more cost effective and resilient operating model, with a strong focus on improving end-to-end Banker Experience. You will oversee the delivery of operational and technology services to Global Investment Banking, drive change initiatives that simplify how the business operates, and own Market Data activity, including optimization and vendor management. This high impact role offers significant visibility and the opportunity to directly influence how the investment bank operates at scale and serves its clients. To be successful as an Investment Banking VP, COO Office, you should have experience with: Strategy, management consulting, investment banking, or strategy roles within a leading financial institution Core banking and financial services performance drivers, risk management principles, and regulatory frameworks Leading complex projects, managing multiple workstreams, and delivering high-quality outcomes under tight deadlines Engaging, influencing, and collaborating with senior stakeholders, including Managing Director-level audiences Operating effectively in fast-paced, high-expectation environments Some other highly valued skills may include: Independently identifying analytical requirements and translating findings into clear, actionable insights Advanced Excel-based modelling and analysis with the ability to produce clear, impactful PowerPoint presentations for senior stakeholders Understanding of market data and its application within an investment banking context You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills. This role is located in New York, NY. Minimum Salary: $140,000 Maximum Salary: $185,000 The minimum and maximum salary/rate information above includes only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.
    $140k-185k yearly Auto-Apply 2d ago
  • Public Finance Analyst Summer Internship Program 2027 New York

    Barclays Plc 4.6company rating

    New York job

    Purpose of the role To participate in the day-to-day activities of the markets division providing insights and expertise that help senior colleagues make informed decisions, develop new products and services, and identify new market opportunities. Accountabilities * Execution of small research projects, research to support strategic decision making, preparation of presentations and reports to communicate research findings, collaboration with senior management to implement research findings for the global markets division. * Collaboration with cross-functional teams to support business initiatives. * Participation in training and development programs to enhance skills and knowledge. * Identification of opportunities, development of business cases, management of the deployment and launch of new products and services for the global markets division. * Management of client relationships and provision of customer service support to clients and customers, under steadily decreasing supervision, responding to questions about products and services, processing of transactions. * Management of the development and implementation of financial models and strategies that support in decision making in the global markets division. * Training and mentoring of junior colleagues. Analyst Expectations * To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. * Requires in-depth technical knowledge and experience in their assigned area of expertise * Thorough understanding of the underlying principles and concepts within the area of expertise * They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. * If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. * OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. * Will have an impact on the work of related teams within the area. * Partner with other functions and business areas. * Takes responsibility for end results of a team's operational processing and activities. * Escalate breaches of policies / procedure appropriately. * Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. * Advise and influence decision making within own area of expertise. * Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. * Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. * Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. * Make evaluative judgements based on the analysis of factual information, paying attention to detail. * Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. * Guide and persuade team members and communicate complex / sensitive information. * Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave. Summer Internship Program Overview Join us as a summer intern and discover the world of finance and technology. Dive into our culture, engaging in real projects that offer a comprehensive business overview. Select your desired business area for an in-depth introduction, taking on immediate responsibility guided by a mentor and line manager. Forge connections, explore new horizons, and unlock growth opportunities in this 10 week journey. Join us during the summer of your penultimate year of university to build skills, expand knowledge, and embark on an impactful path towards a promising career. Why the Public Finance Summer Intern Program? At Barclays, we're dedicated to providing comprehensive investment banking and capital markets solutions to our public sector clients. Covering state and local governments, public authorities, health care systems, universities and other not-for-profit organizations, our Public Finance team helps clients with their complex financial needs. Do you have an interest in the public sector and a passion for the markets? Discover where these worlds intersect and join us as a summer analyst. As a summer analyst, you'll spend the summer with our Public Finance team, working with dedicated and experienced colleagues to find solutions for clients. You'll become a member of a specific group, working on real assignments and making a genuine impact on our business. You may: * Help prepare and execute live transactions * Draft marketing materials, from basic product pitches to extensive responses and proposal requests * Perform cash flow analyses to evaluate debt financing alternatives * Update credit models and debt profiles for covered sectors * Research and analyse market data to share insights with clients Markets at Barclays Markets is the financial barometer of world events at Barclays. So every day is different and it's a challenging, fascinating place to build a career. We help institutional investors to identify market opportunities, manage risk and generate returns for their portfolios. Our teams provide market insights, execution services and tailored risk management and financing solutions to our clients; we help them protect their capital and make the most of their assets. And, as one of the largest investment banks in the world, we offer a full range of products and services across every type of investment market. Who we're looking for To be considered for this program, you must be pursuing an undergraduate degree and have a target graduation date within one year of the conclusion of this internship. Ideally, you'll have a GPA of 3.2 or above. You'll have a keen interest in business and finance and a curiosity to learn. We value resourcefulness, teamwork, enthusiasm and an entrepreneurial spirt, all of which might be showcased through your involvement in extracurricular activities. Working in New York You will be working at our Americas Headquarters at 745 Seventh Avenue. This 32-story office tower is located in Times Square in the heart of Manhattan and features a cafeteria, fitness center and state-of-the-art LED signage on the facade of the building. Salary / Rate Minimum: $110,000 Salary / Rate Maximum: $110,000 The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any another type of compensation or benefits that may be available. It is the policy of Barclays to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, protected veteran status, genetic information, or any other basis protected by law.
    $110k yearly 51d ago
  • Corporate Derivatives Sales Analyst - Rates

    Banco Bilbao Vizcaya Argentaria 4.8company rating

    New York, NY job

    Excited to grow your career? BBVA is a global company with more than 160 years of history that operates in more than 25 countries where we serve more than 80 million customers. We are more than 121,000 professionals working in multidisciplinary teams with profiles as diverse as financiers, legal experts, data scientists, developers, engineers and designers. About the job: Role Overview The Corporate Derivatives Sales Analyst will support the Rates Sales team in delivering risk management and hedging solutions to U.S. corporate clients. Based in New York, the role involves close collaboration with senior sales professionals and trading desks, providing analytical, marketing, and execution support in a fast-paced trading floor environment. Key Responsibilities Support senior sales professionals in covering corporate clients, including preparation of pitch materials, trade ideas, and client presentations Provide trading and execution support, including coordination on pricing, risk, and trade processing Assist with client onboarding, regulatory setup, and derivatives documentation in coordination with internal partners Deliver timely market insights, product ideas, and transaction support to a U.S. corporate client base Develop and present analytical insights to address clients' balance sheet, liquidity, and interest rate risk management needs Contribute to achieving team sales objectives and qualitative performance targets Interact independently with clients, discussing appropriate products and solutions to deliver value-added service Operate effectively in a fast-paced, deadline-driven trading floor environment, managing multiple priorities simultaneously Collaborate efficiently with internal stakeholders across trading, risk, operations, legal, and global offices, including overseas teams Required Qualifications, Capabilities, and Skills Bachelor's degree required; preferred majors include Finance, Economics, Mathematics, Engineering, or other STEM fields One year of relevant experience preferred (sales, trading, risk management, banking, or related fields) Strong interest in global financial markets, with a focus on interest rates and derivatives Excellent analytical, quantitative, and problem-solving skills Ability to interpret market data and translate it into actionable client solutions Strong interpersonal and communication skills, with the ability to work directly with clients Proven ability to thrive in a dynamic, collaborative, and high-pressure environment Highly adaptable, flexible, and resilient with strong attention to detail Proficiency in Microsoft Office, particularly Excel and PowerPoint Solid understanding of basic finance and/or economics concepts Demonstrated high standards of ethics and integrity Series 7 and Series 63 licenses preferred (or willingness to obtain) All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $90,000 to $100,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions Legal requirements It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. Pay Transparency Policy Statement The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information (41 C.F.R. 60-1.35 (c)). Individuals with Disabilities BBVA USA, BBVA Securities Inc., and BBVA S.A. New York Branch invite all interested and qualified applicants to apply for employment opportunities. If you are a U.S.-based job seeker with a disability who is unable to use our online tools to search and apply for jobs, please contact us by emailing: disabilityaccessjobs.us@bbva.com or by calling toll-free (in the U.S.) **************. Please indicate the specific type of assistance needed*. *The disability access telephone line and email address are reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation. Please do not call about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non-disability related or technical issues, will not receive a response. EEO Statement BBVA USA, BBVA Securities Inc., and BBVA S.A. New York Branch have a firm and unwavering policy to provide equal employment opportunity without regard to age, citizenship, color, disability, ethnic origin, gender, gender identity and expression, marital status, nationality, national origin, race, religion, sexual orientation, genetic predisposition, protected veteran status, or any other status or classification protected by federal, state or local law. This policy includes all job groups, classifications and organizational units. With regard to employment, this policy extends to applicants and covers our recruiting, hiring, promotion, transfer, demotion, discipline, termination, benefits, compensation and training practices as well as social and recreational activities. View the "EEO is the Law" & "View the EEO is the Law Supplement Poster" poster. BBVA USA, BBVA Securities, Inc., and BBVA NY are equal opportunity and affirmative action employer.
    $90k-100k yearly Auto-Apply 8d ago
  • Regional Head of Treasury Solutions Group

    HSBC 4.9company rating

    HSBC job in New York, NY

    Work style: Hybrid Worker In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. We are currently seeking a seasoned professional to assume the role of **Director, Regional Head of Treasury Solutions Group, North America** . This position is part of HSBC's Global Payments Solutions (GPS) division, located in New York, USA. Global Payment Solutions (GPS) comprises nearly 10,000 employees across more than 50 countries. The division is uniquely equipped to assist clients in executing payments across borders, currencies, and regulatory frameworks swiftly and efficiently, with dedicated support at the country, regional, and global levels. Our expertise in this domain is consistently acknowledged by leading industry publications and associations, earning numerous global, regional, and national awards. The Treasury Solutions Group (TSG) is a practice in GPS that creates a differentiated value proposition for clients seeking to actively transform their treasury, guiding them through their journey by leveraging our knowledge, experience and best practice. TSG's expertise helps clients respond to the needs and challenges of their organization, through collaborative and solution focused approach. The role involves leading the TSG practice in North America, with a primary focus on market and client engagement. It requires proactive and ongoing interaction with Corporate and Institutional Banking (CIB) clients and client-facing functions in a consultative capacity across various payments, liquidity, and treasury topics. As a thought leader, the role holder will represent GPS and HSBC in external public forums, media, and events on these subjects. **Key Responsibilities:** + Engage with Corporate Treasurers at a strategic level to help shape their treasury transformation roadmap + Collaborate with relationship teams to enhance efficiency and effectiveness in clients' treasury and working capital processes + Drive revenue through increased utilization of liquidity and investment solutions, ensuring a clear understanding and execution of the bank's funding and balance-sheet strategy, alongside the appropriate application of business pricing dynamics + Lead consistent and sustained commercialization efforts to boost product utilization and ensure successful product launches + Develop treasury review frameworks and methodologies to define and analyze problem statements, conduct gap assessments, and create recommendation playbooks and similar artefacts to scale up the TSG practice across the firm + Create treasury and liquidity best practice materials by drawing on expertise across the firm and applying insights from client engagements + Design and deliver globally consistent training programs covering treasury and liquidity themes and topics, enabling frontline teams in their strategic conversations with clients and stakeholders + Drive thought leadership on topics and themes that are top of mind for Corporate Treasurers and CFOs, ranging from immediate issues to forward-looking subjects in the industry, including trends in technology, platforms, and ecosystems + Enhance the GPS profile by participating in speaking engagements at industry events, HSBC/GPS proprietary events, client roundtables, etc. Collaborate with marketing and various content teams to elevate the quality and effectiveness of sponsored/proprietary events **Requirements for Success:** + Strong understanding of liquidity management strategies, structures, products, and services, with global exposure to liquidity management and investment products, having experience in designing and implementing such structures for large corporates + Comprehensive knowledge of banking, investment, and cash management regulations and practices, including foreign exchange controls and relevant taxation considerations + Experience in consulting and/or implementing treasury setups, centralization, standardization, including cash pooling structures and change management projects; a keen understanding of customer needs and delivering excellent customer experiences + Effective stakeholder management skills, with the ability to build robust networks across business areas and develop relationships based on mutual trust with clients and stakeholders + Proven track record in product commercialization and driving volumes and revenues + Demonstrated thought leadership on topics and themes relevant to stakeholders, including CFOs/CEOs within the organization, banking and payments partners, and treasury technology providers + Excellent written and verbal communication skills, with the ability to convey complex information in a meaningful way to diverse audiences + Experience in leading and managing teams As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law. **Nearest Major Market:** Manhattan **Nearest Secondary Market:** New York City
    $115k-166k yearly est. 12d ago

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