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  • End-of-Life (Technology Roadmap Compliance) Project & Change Execution Manager - Assistant Vice President

    Deutsche Bank 4.9company rating

    Jacksonville, FL Jobs

    Job Title: End-of-Life (Technology Roadmap Compliance) Project & Change Execution Manager Corporate Title: Assistant Vice President The Technology, Data and Innovation (TDI) Operations Management (OM) objective is to safeguard the Bank's Production Information Technology (IT) Services with impartiality and integrity by ensuring risks to the stability and integrity of the Bank are identified, made transparent, and appropriately managed. We provide impartial, data driven services that aid in the effective pro-active mitigation and management of risks to production services. In the event production impact occurs, restore services in a safe and timely manner, ensuring actions to prevent recurrence are identified and taken. As part of the TDI OM End-of-Life (EOL) team, you will undertake analytical, governance and advisory duties relating to the Bank's End of Life (Technology Roadmap Compliance) process (OS, Databases, Hardware, Middleware, etc.). In addition, contribute to overall development of strategic initiatives designed by senior leadership. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift and volunteer programs What You'll Do Drive the delivery of strategic outcomes, ensuring successful transition and alignment with organizational goals, processes, and technologies Partner with Business & Infrastructure teams to create and align a sustainable change vision, articulating requirements and executing the change mandate Manage project and product roadmaps, dependencies, RAID, and financial information to support effective decision-making Remove blockers, support end users, and ensure successful adoption with minimal business disruption Oversee the production and management of change-related documentation, including scope, business cases, communication plans, and training materials Support Business As Usual (BAU) activities and contribute to strategic initiatives set by senior leadership Skills You'll Need Proven experience in driving large-scale organizational change with measurable business impact Extensive experience in organizational transformation, covering people, processes, and technology Strong communication skills, with the ability to engage both technical and non-technical stakeholders Analytical, detail-oriented mindset, with problem-solving and strong Excel capabilities Knowledge of project management standards, IT project methodologies (ITIL, software development life cycle (SDLC)), and reporting models Skills That Will Help You Excel Working with audit/regulatory teams Service Now experience Ability to network across organizations Experience with Technology Lifecycle Management (End of Life software / hardware); IT Asset Management, preferred Expectations It is the Bank's expectation that employees hired into this role will work in the Jacksonville office in accordance with the Bank's hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in Jacksonville is $78,000 to $111,800. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! Learn more about your life at Deutsche Bank through the eyes of our current employees *************************** The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice please email ****************. #LI-HYBRID We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: "EEOC Know Your Rights"; Employee Rights and Responsibilities under the Family and Medical Leave Act; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision.
    $78k-111.8k yearly 3d ago
  • SVP/Treasury Division Manager

    Westamerica Bank 3.6company rating

    Fairfield, CA Jobs

    Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY: Under general guidance from the CEO and Board of Directors: Recommends and implements comprehensive ALCO management strategies and tactics for the Corporation. Directly responsible for managing the trust function and oversees operational functions for the Treasury and Trust Departments. Manages the Company's capital and performs investor relations functions. Manages the following risks: credit (for bond portfolio), liquidity, interest rate sensitivity, and compliance risk in assigned functions. ESSENTIAL FUNCTIONS: Proposes and implements and approved asset and liability strategies covering earning asset mix, bond portfolio mix, interest margins, deposit pricing, liquidity management, and capital management. Manages Bond Portfolio Manager and Funding Manager in achieving desired balance sheet structure, liquidity, and net interest income and margin objectives. Responsible for managing and monitoring the Company's exposure to interest rate risk, liquidity risk, and credit risk related to the bond portfolio. A presenting member of Asset Liability Committee. Presents monthly to the Board of Directors. Provides managerial oversight to the Trust Department, including operations, investments and administration. Manages the Trust Department Manager in achieving objectives: revenue growth, staff development, audit results, and vendor selection and performance evaluation. Chairs the management level Trust Administration Committee and Trust Investment Committee. Presents monthly to the Trust Committee of the Board of Directors. Provides managerial oversight to Treasury Department operations including transaction processing, accounting responsibilities, and vendor selection and performance evaluation. Responsible for capital management including capital projections and maintenance of an appropriate level of regulatory capital, conducting capital stress tests, and managing the parent company share repurchase program. Responsible for divisional CRA performance and compliance management. Responsible for meeting the Bank's CRA investment goals. With assigned staff, performs CRA investment due diligence, recommends CRA investments, obtains regulatory approval when necessary, and executes purchases. Responsible for divisional compliance with relevant regulations including Regulations F, R and H. Approves vendor management reviews including compliance management risk. Responsible for Investor Relations. Prepares quarterly earnings release narratives, discusses quarterly results with external equity analysts, creates Annual Meeting scripts and slides for CEO and Treasurer, presents at Annual Meeting, responds to investor inquiries, and conducts outreach to largest shareholders when necessary. Reviews and recommends all staffing actions related to members of the division. Performs due diligence on merger and acquisition candidates at the request of the CEO. Integrates functional responsibilities. for any acquired companies or assets or assumed liabilities. Performs additional job-related duties as assigned. REQUIREMENTS: Extensive experience in asset/liability and bond portfolio management, preferably within the financial services industry. Requires a bachelor's degree in business administration or accounting preferred: an MBA is highly desirable. Excellent communication, interpersonal, organizational, planning, forecasting, and analytical skills are essential. PHYSICAL DEMANDS: Works extended hours. Travels to various locations. MENTAL DEMANDS: Continuously maintain knowledge of evolving economic, regulatory, political, and social conditions and apply such knowledge to assigned responsibilities. Evaluate the balance sheet structure and forward earnings potential of an acquisition target and measure a variety of acquisition prices providing accretive earnings per share for existing shareholders. Interpret regulations and laws relevant to assigned responsibilities and maintain compliance risk mitigating internal controls. EQUIPMENT USED TO PERFOFM FUNCTIONS:PC, telephone, photocopier. DECISION MAKING: Identify strategic investment directions which achieve financial objectives. Perform due diligence on corporate credit to evaluate risk of default. Determine best method to employ in communicating financial matters to external equity analysts and shareholders. SUPERVISORY RESPONSIBILITY: Directly Supervised: 4 Indirectly: 8 EOE Westamerica Bank's Privacy Policy may be found at: *********************************
    $156k-217k yearly est. 2d ago
  • US Corporate Underwriter - Senior Vice President

    BBVA 4.8company rating

    New York, NY Jobs

    Top European Bank with a strong and growing U.S. presence is seeking a highly skilled Corporate Credit Analyst with minimum of 12 years of experience working with in corporate/investment banking environment. As an Corporate Credit Analyst/Underwriter, you will play a crucial role in assessing the creditworthiness of corporate clients seeking financing in a number of transactions spanning from loan to structured finance to derivatives. This role requires a deep understanding of financial analysis and risk assessment within a corporate lending context, spanning various sectors, but primarily focused on energy, capital goods, commodities sectors. The objective of this position is to drive material and visible improvement in Credit Risk Management's (CRM) ability to effectively risk underwrite transactions and manage an existing client portfolio, consistent with industry best practices. SVP is expected to contribute to leading the internal execution and risk management process within CRM group. The Bank is one of the leading proponents of Sustainable investing, helping clients in the transition to a sustainable future by promoting environmental protection, economic growth and social development (“ESG”). The Bank contributes to various Sustainable Development Goals through the development of its business by generating a positive impact through the multiplier effect of banking, the direct impact of its activity, as well as through its investment in the community. Knowledge in risk management with a focus on climate and sustainability (i.e. GARP SCR or CFA ESG Investing certified) is highly preferable, but not a requirement for the opportunity. Responsibilities: • Conduct thorough financial analysis (analyzing financial statements, cash flow projections, and other financial data) to evaluate credit risk for corporate loans, trade finance deals, structured finance, and sponsored and leveraged finance transactions. • Review and interpret loan documents, trade finance documents, and ISDA agreements. • Conduct thorough due diligence on sponsored finance and leveraged finance transactions, evaluating financial structures and credit terms. • Collaborate with internal stakeholders and external counterparties to analyze and interpret complex credit and other transactions documents. • Monitor and report on the performance of corporate loan portfolios, ensuring risk is adequately mitigated. • Prepare risk assessments and recommendations for credit committees and senior management. • Identify early warning signs and potential credit issues; recommend appropriate actions. • Assist in the periodic review and renewal of existing credit facilities. Qualifications: • 12 to 15 years of credit risk management, with focus on corporate and structured finance within a corporate or commercial banking environment. • Strong knowledge of loan documentation, trade finance, and ISDA agreements. • Proven experience in leveraged finance and sponsored finance transactions. • Analytical orientation, critical thinking skills, and autonomous decision-making ability. • Strong communication and business writing skills. • Solid level of credit risk skills, including the ability to work across complex structures and products. • Ability to create a strong network of relationships among peers, internal partners, external constituencies and decision makers to deliver end products. • Strong understanding of policies, procedures, compliance and approval process at a Corporate Bank, including comprehension of US lending regulations. • Undergraduate degree in Finance or Accounting; MBA is a positive but is not required. • Certified with GARP SCR or CFA ESG Investing highly preferable, but not required. 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 $180,000 to $225,000. 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
    $180k-225k yearly 3d ago
  • Commercial Real Estate Underwriter - Senior Vice President

    BBVA 4.8company rating

    New York, NY Jobs

    Overview: Top European Bank with significant New York operations is looking for a Commercial Real Estate (“CRE”) credit risk VP to SVP. The primary objective of this position is to drive material and visible improvement in Credit Risk Management's (CRM) ability to effectively risk underwrite CRE transactions and manage an existing portfolio, consistent with industry best practices. We are seeking an experienced Senior Credit Risk for a VP/SVP role with a robust background in the commercial real estate industry. The ideal candidate will have a minimum of 10-15 years of experience in credit risk management, with a proven track record of assessing, mitigating, and managing risks associated with commercial real estate portfolios. Responsibilities: • Conduct thorough credit risk assessments of commercial real estate transactions, including the evaluation of borrower creditworthiness, property value, cash flow projections, and market conditions. • Oversee and manage a portfolio of commercial real estate loans, ensuring that risk exposure is within the company's risk appetite. • Lead the underwriting process for complex commercial real estate deals, providing expert judgment on credit risk factors and structuring recommendations. • Enforce credit risk policies and procedures specific to commercial real estate, ensuring alignment with regulatory requirements and best practices. • Monitor market trends, economic indicators, and property performance to identify potential risks and opportunities within the portfolio. • Work closely with origination teams, legal, and senior management to ensure that credit risk considerations are fully integrated into business decisions. • Prepare and present detailed credit risk reports to senior management and stakeholders, highlighting key risks, mitigants, and recommendations. • Ensure compliance with all relevant regulations and internal policies, staying informed of changes in the regulatory environment that could impact the commercial real estate portfolio. Qualifications: • Minimum of 10-15 years in credit risk management, with a significant portion of that time focused on commercial real estate. • Strong understanding of commercial real estate underwriting, credit analysis, and market evaluation. • Proficiency in financial modeling and risk management tools. • Exceptional analytical and problem-solving skills, with the ability to make sound judgments based on complex data. • Excellent written and verbal communication skills, with the ability to articulate complex risk concepts to non-specialists. • Proven ability to lead projects, manage teams, and collaborate effectively across departments. • In-depth knowledge of relevant regulations and regulatory frameworks affecting commercial real estate lending. • Bachelor's degree in Finance, Real Estate, Economics, or a related field; MBA or CFA designation preferred, but not required. The Bank is one of the leading proponents of Sustainable investing, helping clients in the transition to a sustainable future by promoting environmental protection, economic growth and social development (“ESG”). The Bank contributes to various Sustainable Development Goals through the development of its business by generating a positive impact through 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 $180,000 to $225,000. 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
    $180k-225k yearly 3d ago
  • Export and Agency Finance Senior Vice President

    BBVA 4.8company rating

    New York, NY Jobs

    Responsibilities As part of the Structured Trade Finance team, the successful candidate will be responsible for arranging, structuring and executing complex large-scale Export & Agency finance mandates (transactions covered by ECAs, Multilaterals and private insurers) with corporates, public sector entities and project finance structures. The candidate will have principal responsibilities comprising the following: Actively contributing to the origination and execution of Export & Agency finance mandates for US & Latam companies and/or public counterparties Analysis of projects (feasibility, risks); identification of key issues and proposal of improvements to achieve successful financing. Elaborate risk proposals detailing the underlying transaction structure. Actively engage with ECAs, Multilaterals and private insures in the approval process. Development of financing documentation (contracts) and management of insurance policies in collaboration with Legal services and/or external law firms Negotiation with borrowers, exporters and financing institutions related to the terms & conditions applicable to the transaction and financial document clauses. Collaboration with internal departments to originate and sign project. Preparation of Information Memos and Lender Presentations for lead role opportunities and coordination of bank meetings Position Requirements Minimum 7 years of relevant experience in Export & Agency finance deals or a comparable background in investment banking or other industry. Proven experience in winning and executing large scale mandates and/or lead arranging positions with main ECAs and Multilateral Agencies Preferable knowledge and experience in ECA project finance structures Business School/University degree in economics or business administration, law, or engineering Preferably international working experience Fluency in English and Spanish Personal: Structured and organized, strong analytical skills. Well balanced team player International mindset Goal oriented individual with initiative and leadership Client focus Lateral thinker who likes to come up with outside-the-box-solutions. 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 $170,000 to $220,000. 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
    $170k-220k yearly 5d ago
  • Information Security Strategy, Programs & Governance Associate/AVP

    Bank of China USA 4.0company rating

    New York, NY Jobs

    This incumbent will provide Strategy, Programs, Governance, Risk and Compliance functions as required to fulfill BOCNY information security program requirements. This incumbent will provide Strategy Coordination, CISO Projects Management, Training & Culture, Metrics & Reporting, Governance, Risk Assessments and Compliance functions as detailed below. Job Responsibilities include but not limited to: Governance Establish and maintain Information Security policies and procedures Ensure CISO roles and responsibilities are clearly delineated and documented to ensure efficiency, create synergies and ensure TISR is being properly managed across first and second lines Periodically refresh and update TISR controls guidance in relevant policies and supporting procedures with detailed implementation guidance Develop, monitor, and track CISO policy adherence measures and metrics Strategy & Programs Coordinate Information Security strategy in alignment with the Bank's strategy Maintain strategic initiatives tracking and associated KRIs to track progress and execution of the objectives Conduct quarterly strategy reviews with the CISO team to ensure alignment and momentum continue. Adjust strategy as necessary Provide end-to-end project management function for all CISO led projects Manage all CISO programs, including but not limited to: Information Security Program & Training & Culture Program Risk & Compliance Establish and enhance a TISR framework that consists of the appropriate components to effectively manage TISR Conduct risk assessments of TISR for Projects, Third-Party, New Activities and Applications Develop and execute an TISR annual work plan of risk identification, assessment, and control evaluation and testing activities Review and contribute to the development and maintenance of the taxonomy for Risk, Process and Controls for TISR domains. Catalog and oversee remediation of TISR issues include those arising from Audit and Regulatory exams, ITRM deep dives, root cause analyses and control testing Prepare and submit Audit Requests for evidence Anticipate audit requests and prepare comprehensive approach to for CISO policy and standards and associated implementation Prepare response evidence for IT/IS related regulatory exams Recommend changes to policy, process or procedures to align with OCC and other federal guidelines and regulations Evaluate and provide evidence of compliance for BOCNY Branch Liaison with LCD/RAO/IAD to ensure collaboration and partnership so that CISO can meet regulatory IT/IS requirements Metrics & Reporting Manage all metrics and reporting for the department Job Requirements Bachelor's degree in Business, Computer Science, Management Information Systems, Engineering, Mathematics, or related field is required Minimum 5 years of work experience in Financial services Risk Management, Audit, IT/IS Operations, or other relevant functions for AVP; 3 years for Associate Minimum 3 years of experience in developing and executing IT/IS Risk programs, projects, and policies for AVP; 2 years for Associate Minimum 1 year of experience working with US Banking Regulations, financial industry standards, and industry standard IT/IS Risk Frameworks for AVP Strong program, frameworks, project management development, implementation, and maintenance skills Sound and practical IT/IS risk management and program knowledge Familiarity with IT/IS Risk Management regulations, standards, and frameworks including NIST, ISO27002, FFIEC Guidelines, etc. CISSP/CRISC/ or IT related certifications preferred The salary range for the Associate position is $42,000 - $150, 0000 per year. Actual salary is commensurate with candidate's relevant years of experience, skillset, education and other qualifications.
    $42k-150k yearly 2d ago
  • Collaboration AVP

    Bank of China USA 4.0company rating

    New York, NY Jobs

    The incumbent will be responsible for the Bank's collaboration/video meeting and network infrastructure, and perform daily operations and maintenance to ensure its optimal performance. S/he will implement related projects according to annual work plan or user's request, and perform systems maintenance, including but not limited to health check and reporting, configuration back up, including monitoring and incident handling, patch installation, and software upgrade. Job Duties Include but are not limited to: Collaboration/Video meeting and network project management Implement Collaboration/Video meeting and network project, including structure design, hardware & software installation and configuration, testing and production go-live according to Bank's management and technical standard Daily Operation and Maintenance Provide daily operation and technical support of Collaboration/Video meeting systems Perform systems maintenance, including but not limited to health check and reporting, configuration back up, including monitoring and incident handling, patch installation, and software upgrade Equipment installation, Software purchasing, and Documentation Develop and update technical standards/guides documents Install IT equipment and complete Cabling and Labelling in Computer room according to technical standard and operation manual Execute collaboration/video meeting hardware & software purchases Develop annual budget Inventory and assist with inventory tracking (including hardware, software and license) Audit and Compliance Assist preparation of audit & external examination documents and respond to inquiries Understand, comply with and monitor activities of all applicable laws and regulations Job requirements Bachelor's degree required Minimum 3 years of Collaboration/Video meeting system engineer experience in IT infrastructure area, as well as 2 years of Network infrastructure design and support experience Minimum 3 years of switch, router and firewall operation and maintenance experience Demonstrate proficiency in Collaboration/ Video meeting and mainstream manufacturer devices (such as Cisco, Juniper, Checkpoint etc) Demonstrate knowledge of Collaboration/ Video meeting network technology (such as IP voice, video/voice protocol, route protocol, layer 2 technology etc) Cisco CCNP routing & switching certification, CCNP Voice/ Collaboration certification, Cisco CCIE certification highly preferred Bilingual ability in Mandarin preferred The salary range for the AVP position is $65,000-$150,000. Actual salary is commensurate with candidate's relevant years of experience, skillset, education and other qualifications.
    $65k-150k yearly 4d ago
  • Global Transaction Banking Distribution Desk - SVP - Senior Vice President

    BBVA 4.8company rating

    New York, NY Jobs

    BBVA SA NY Branch Job Title GTB Distribution - Senior Vice President is based) Two Manhattan West - 375 9th Ave - 9th Floor New York, NY 10001 Description (Team description, main tasks and responsibilities of the role, etc.) GTB Distribution & Portfolio Solutions forms part of the Global Transactional Banking (GTB) division and is an integral part of GTB's growth strategy and balance sheet management. The GTB Distribution team manages all activities related to the distribution, syndication, sell-down and insurance of risk related to the full suite of trade and working capital products that BBVA offers, and the process of transferring/selling these risks, in order to achieve credit, cross-border, or balance sheet relief. The candidate will report into the Head of GTB Distribution & Portfolio Solutions, and in coordination with the global GTB Distribution team in London, will be responsible for distributing assets originated in Global Transaction Banking in New York, as well as supporting the wider Americas region. Distribution will include, but not be limited to, bank sell down, insurance, multilaterals and institutional investors. In addition to this, receiving inbound enquiries from banks and assisting in their proper execution. A key element of this role is structuring to ensure that assets are structured appropriately for distribution. Summary of Responsibilities: Distribution and risk mitigation of all trade and working capital asset classes: responsible for identification of the different avenues to mitigate or sell-down risk and execute the most optimal solution based on business needs Understanding of the different avenues of risk mitigation and sell-down available including distribution, insurance, multilateral programs etc. Risk mitigation and sell-down feedback / assessment: Provide up to date and timely feedback to the origination team on market pricing and appetite for trade and working capital assets. Conduct market reads for specific deals where necessary and coordinate reverse inquiries with investors Liaising with deal teams to gather information ready for distribution to the market (banks / insurers / multilaterals) and assisting in the production of Information Memorandums, Teasers and managing data sites Liaising with and advising deal teams and legal on structuring considerations for club and syndicated facilities ready for sale / distribution Negotiating best terms with market participants (pricing, legal terms) Executing sales and participations and ensuring they're properly managed internally - Risk, Legal, Compliance, Operations Education - educating internal stakeholders on the merit of distribution, regulatory and legal matters, documenting frameworks, negotiating internal agreements Marketing - roadshows and meetings with external market participants to ensure BBVA's strategy is well understood and understanding market appetite Digitalization - exploring what technological tools are available to streamline distribution activities from front to back office operations Qualifications (Academic background, previous experience, languages, technical knowledge, soft skills, etc. ) An ideal candidate has at least 5 years of experience in Trade Finance (letters of credit, trade loans, receivables, supply chain finance, commodity finance, silent, payment guarantees, prepays, inventory finance etc) and/or 3 years of Trade Asset Distribution experience (bank sales, syndications, comprehensive non-payment insurance, multilaterals, surety and funds) Bachelor's degree in finance, economics or related field. MBA preferred Fluent in English (both oral and written) and Spanish (Preferred) Strong knowledge and understanding of Global Trade Finance and Working Capital products, CRR banking regulation, proficiency legal documentation (Master Risk Participation Agreements, Insurance Policies, Multilateral guarantees) Previous distribution/syndication experience (Preferred) Advanced credit training and solid analytical financial background in order to understand and determine the risk and profitability of Trade and Working Capital solutions Excellent communication and presentation skills Experience identifying and leveraging internal resources, building and working with cross-bank teams to deliver solutions to clients Proven track record of managing multiple projects and transactions and executing the transactions in a bank that has a complex multi-country organization Strong interpersonal and teamwork skills Proficient in Microsoft Office Tools, particularly Excel and PowerPoint in order to deliver high-quality presentations to clients Familiarity with distribution platforms 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 $180,000 to $215,000. 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
    $180k-215k yearly 12d ago
  • North American Hedge Fund Banker Managing Director

    BBVA 4.8company rating

    New York, NY Jobs

    Corporate & Investment Banking (CIB) handles BBVA's investment banking, global markets, global lending and transactional businesses for international and domestic corporate clients and institutional investors. BBVA CIB is a full-service provider of high value-added products and thanks to its proven business model it can deliver solutions for the most complex needs of its clients anywhere in the world. The Global Institutional Business (GIB) within the CIB Division, is composed of members distributed across BBVA's main hubs in Europe, Americas and Asia. The Wealth & Asset Managers sector is in charge of developing and building relationships with Asset Managers, Pension Funds, Hedge Funds and Wealth industry. Our Mission is to promote BBVA CIB tailor-made financial solutions and services: Global Markets, DCM, Global Transaction Banking, Lending and Advisory The role reports to the Global Sector Head of Wealth & Asset Managers. Main responsibilities: The person will manage the relationship with Hedge Funds based in the USA. providing the best added-value solutions that match the clients' needs. Responsible for managing the client relationship across CIB products and geographies (global perimeter) Elaborate the sales strategy and business plan for this client segment in partnership with other CIB units (products, risk, legal...) Submit and present high-quality proposals to the relevant Risk and commercial committees. Closely monitor the Risk profile of assigned clients. Build and maintain a frequent communication with Risk units Maximize (risk-adjusted) profitability of current clients by managing exposure, pricing strategy and cross-selling other BBVA products Expand the business by increasing capillarity with existing clients and onboarding new clients in the region in line with BBVA's strong ambition to increase its market share with financial institutions Engage clients at a senior level to elevate BBVA's strategic dialogue Stay abreast of national and international regulation and trends Mobilize the company to tailor our value proposition to the Hedge Funds needs by leveraging business market intelligence What are we looking for? Degree holder or above with major in Business Administration, Finance and Accounting or a related discipline At least 15 years of relevant front office experience Strong understanding of the financial industry main trends and drivers Good knowledge of corporate and investment banking products particularly of Global Markets including Debt Capital Markets Very solid network/connections with main players in the region. (Other geographies could be valued) Strong leadership, sales and customer orientation Proactive to drive business and adapt to dynamic environment - Entrepreneurial mindset Fluent in English. Spanish will be valued 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 $300,000 to $350,000. 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
    $300k-350k yearly 3d ago
  • Insurance Coverage Managing Director

    BBVA 4.8company rating

    New York, NY Jobs

    Coverage of Insurance in the US. Leverage network and industry knowledge to onboard new clients and originate transactions in coordination with CIB product factories. Develop market intelligence and analysis to support risk management financial programs. Key Responsibilities Senior relationship manager for Insurance Lead commercial plans and top management relations with clients under coverage Introduction to client accounts and facilitate new deal origination Coordination with product units: Global Markets, GTB and IB & Finance Analysis and support of Financial Programs with Risk Onboarding new clients and monitoring of legal contracts necessary for deal execution Lead a team of junior bankers Full alignment with the insurance global sector head and lead the implementation of the CIB Institutions Plan in USA Qualifications University Graduate, Master in finance or MBA preferred Minimum 20yrs' experience covering Insurance / Financial Institutions in the US Experience with similar entrepreneurial projects with other leading banks in the US Knowledge & Skills Broad experience in Financial Institutions Coverage with leading franchise(s) in the US A high degree of competence with 20 years of experience in the region An understanding of debt capital markets, global markets products and investment banking Proficiency in additional languages (e.g. Spanish) would be considered a plus Other Skills Ability to work efficiently Demonstrable commercial awareness when engaging with clients Responsible and dedicated to the job, committed to compliance with internal procedures Strong interpersonal and communication skills Able to work in a matrix reporting structure, in a multi-functional role with close collaboration with teams out of the region. 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 $300,000 to $350,000. 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
    $300k-350k yearly 3d ago
  • Chief Operating Officer

    Northwest Administrators, Inc. 3.2company rating

    Seattle, WA Jobs

    If you value loyalty and integrity, are a results-oriented leader with a passion for excellence, a commitment to fostering a collaborative culture, and a desire to shape the future of a thriving organization, we invite you to explore this exciting opportunity! We are seeking a talented, dynamic leader to join our executive team in the role of Chief Operating Officer (COO). The successful candidate must align with our company's values and culture and demonstrate the leadership qualities to empower and inspire their teams. This individual will be critical in driving the company forward and enhancing operational efficiency. Key Qualifications: Cultural Fit: The most crucial aspect of this role is the ability to blend seamlessly into our company culture, which values collaboration, innovation, and integrity. The ideal candidate should be open to aligning with our established business model (i.e., learn and understand why we do things the way we do them before suggesting improvements). Intellectual Curiosity: You must genuinely desire to understand the finer details of the business. You should demonstrate an ability to dig deep into processes, strategies, and data, consistently seeking out opportunities for efficiency. Intellectual curiosity drives your approach to problem-solving and strategic execution. Client-Facing Expertise: We are seeking executive team members with outstanding client-facing skills to represent our company in external engagements. In this role, you will interact with clients at a strategic level, communicate with clarity and confidence, and cultivate lasting relationships founded on trust and mutual respect. Exceptional interpersonal and presentation abilities are key to success in this position. People and Management Skills: Leadership excellence is paramount. The COO role is critical for bringing high-level strategy with ground-level execution, ensuring that organizational processes align with overarching goals. You should demonstrate empathy, adaptability, and the ability to inspire and influence at all levels of the organization. A strong track record in managing diverse teams, navigating complex interpersonal dynamics, and driving results is required. Key Responsibilities: Overseeing Daily Operations: Working out of our Seattle office, the COO is responsible for ensuring operational excellence and continuous improvement including: Managing day-to-day activities across departments (e.g., production, HR, IT) to ensure efficiency and alignment with company goals. Translating the CEO's vision into actionable strategies, setting timelines, and monitoring progress. Allocating financial, human, and technological resources effectively to optimize productivity and reduce costs. Identifying operational risks, ensuring regulatory compliance, and developing mitigation strategies. Tracking KPIs and using data-driven insights to drive improvements in productivity, and cost reduction. Delegating tasks, resolving operational challenges, and making critical decisions in alignment with company objectives. Assuming leadership responsibilities during the CEO's absence and representing the company externally when needed. Building partnerships with clients, suppliers, and internal teams to foster trust and support organizational goals. Who you are: Ethical & Credible: You exemplify high ethical standards, trustworthiness, and honesty in your personal and professional life. Loyal & Committed: Your work history demonstrates stability, dedication, and reliability. Experienced: A minimum of 10 years' experience in leadership. While industry specific experience is not required, day-to-day operations or employee benefits administration experience is a plus. Educated: BA degree or equivalent skills and a minimum of 10 years' senior leadership experience required. MBA preferred. Successful: Proven history of leading operational efficiency. Strategic Leader: Ability to think both strategically and tactically, with a long-term vision for company's continued success. Why join our leadership team: We offer a rare opportunity for an accomplished executive to join a highly respected third-party benefits administrator with a 66-year legacy of delivering exceptional service. As we embark on the next phase and plan for our future, we are seeking dynamic leaders who are energized by strategic challenges and continuing our highly respected legacy of exceptional service. What We Offer: Competitive Salary & Benefits: Salary range $200,000 - $350,000. A comprehensive benefits package, including health, dental, vision, 401(k), and more. Professional Growth: Opportunities to lead transformative initiatives and work with a dedicated team of professionals. How to Apply: To apply for the Chief Operating Officer position, please submit your resume, cover letter, and any relevant portfolio work to Kelly Johnson at ********************* . We look forward to learning how your expertise can shape the future of NWA. NWA is proud to be an Equal Employment Opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, physical or mental disability, marital status, amnesty, veteran status, citizenship, family medical history or genetic information or any other characteristic protected by local, state, or federal laws. NWA prohibits any discrimination or harassment based on any of these characteristics. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.
    $200k-350k yearly 57d ago
  • AVP, Equities Trade Support

    Cantor Fitzgerald 4.8company rating

    Jacksonville, FL Jobs

    Job Title: AVP, Equities Trade Support Cantor Fitzgerald is a diversified company primarily specializing in financial and real estate services for institutional and corporate customers operating in the global financial and commercial real estate markets. Since 1945, we have successfully built a well-capitalized business across multiple business lines, with numerous market-leading financial services and commercial real estate businesses. We have been at the forefront of financial and technological innovation in our industries while developing new markets and providing superior service to thousands of customers globally. At Cantor, our employees are our greatest asset. We look for individuals who are driven, intellectually engaged, team oriented and have a real desire to make an impact. Responsibilities: Support the post execution trade activities Fidessa Experience US and International Equity Trade Flow, including ADR/ORD. Pro-actively seek and drive opportunities to achieve straight-through processing and improve efficiency of settlement processes Trade booking and corrections Daily review of management reports, reconciliations Evaluating impacts of changes in regulatory and industry practices Develop and maintain management reporting and performance benchmarks Trade settlement and reconciliation tracking, fee reconciliation, give up processing. Liaise with counterparties to track, calculate and reconcile settlement and resolve discrepancies Coordinate with back office on trade related issues Qualifications: General Equities and market industry knowledge a plus Excellent Microsoft Office skills with a focus on Excel proficiency Excellent analytical skills, combined with impeccable business judgement Self-directed, energetic, intellectually curious Superior analytical and problem-solving skills Effective verbal and written communication skills Team player who is comfortable working in a dynamic, entrepreneurial environment Willingness to simultaneously work on multiple projects, serving multiple constituents Educational Qualifications: Bachelor's Degree required
    $99k-129k yearly est. 2d ago
  • GHS Federal Credit Union - Chief Executive Officer (CEO)

    Cornerstone Resources 4.4company rating

    Binghamton, NY Jobs

    Chartered in 1940, GHS Federal Credit Union serves over 16,100 members through its two branch locations in Binghamton and Norwich, New York. GHS Federal Credit Union is dedicated to embodying the fundamental philosophy of credit unions: not for profit, not for charity, but for service. For over 80 years, the credit union has provided financial services and products to help guide their members through important events in their lives, while also providing competitive earnings on savings and low rates on loans. As a member-owned federal credit union, GHS succeeds when their members succeed and thrives when the community thrives. In 2024, GHS FCU donated to the Community Hunger Outreach Warehouse (CHOW) to support their mission of ending food insecurity in Broome County. With approximately $228 million in assets, located in Binghamton, New York, GHS Federal Credit Union is currently in search of a seasoned executive to serve as their President/CEO. Working in conjunction with the board of directors, the governing body will look to this individual to develop a proactive strategic plan to develop new business development channels, strengthen the credit union's presence in the community, and promote new membership growth. Additionally, the board will rely on this individual to expand into new lending channels, cultivate business relationships in the region, and formulate sound value propositions and differentiators for the organization. A successful candidate will have five plus years of senior management experience within a financial institution and possess experience in developing strategy and promoting change.
    $183k-314k yearly est. 35d ago
  • AVP - Audit Manager

    Industrial and Commercial Bank of China, New York 4.2company rating

    New York, NY Jobs

    : This position is a full-time position. The Senior Auditor will fulfill the audit project and lead and/or assist audit engagements from planning, fieldwork testing, and issuance of audit reports. The Senior Auditor is also responsible for the tracking and validation of remediated audit findings and coordinates with the Head Office (HO) and local audit service provider for internal audit practice. The Senior Auditor acts as a risk manager with the responsibility for identifying, acting on, and escalating risks and is held strictly accountable for the failure to discharge their risk management duties. The Senior Auditor is responsible for demonstrating risk awareness by following all policies, procedures, and internal controls in their daily routine. Responsibilities: Manages and/or executes audits, develops audit programs, and performs audit testing in line with the documented audit procedures (included in the Audit Manual) and the IIA Standards Reviews and approves auditor's work papers and other deliverables covering all phases of an audit engagement Draft audit issues, recommend corrective actions, and communicate audit results with stakeholders Follows up on management action plans to ensure adequate remediation of audit issues Validates issue closures based on control design, operating effectiveness, and sustainability and reviews audit issue validation reports Coordinates and reviews regulatory issues validation Facilitates and communicates requests for information between internal audit providers and departments/teams and routinely monitors the timeliness of material submission Provides audit status updates to Head Office, Executive Management, and related authorities, including regulators and specialized committees of the Branch Works as a team member, as well as independently, to produce strong audit results and maintain professional independence and sound judgment in executing all audits and other assignments Other tasks or projects assigned without any conflict of interest for such independent function Education and Experience Requirements: Bachelor in Finance, Accounting, Business Administration, or other business-oriented field (including Information Technology) is required At least 5 years of related experience in financial services, including knowledge of regulatory rules and the programs used to comply with key risk management requirements Prior experience in risk management, operations, audit, or management consulting, preferably in a financial institution environment Skills and Knowledge: Knowledge and experience with aspects of internal audit or internal control practice Working experience related to the financial industry is a must Independent worker, accountable and skilled in exercising sound judgment and decisiveness under pressure Strong interpersonal, team-working, and organizational communication skills Excellent analytical skills, attention to detail Computer proficiency in Microsoft Office Professional certification such as CIA, CAMS, CPA, or CISA is strongly preferred Strong written and verbal communication skills are required Ability to work effectively with regulators, external auditors, consultants, Executive/Senior Management, and other control functions This job description is not limited to the responsibilities listed, and the incumbent may be requested to perform other relevant duties as required by business needs.
    $100k-124k yearly est. 2d ago
  • Director/Managing Director, Institutional Sales

    Freedom Capital Markets 3.8company rating

    New York, NY Jobs

    Freedom Capital Markets (FCM) is the investment banking and equity capital markets arm of Prime Executions, Inc., a wholly owned subsidiary of Freedom Holding Corp. (NASDAQ: FRHC), and internationally diversified financial services company. FCM is seeking an experienced Institutional Equity Research Sales representative to complement its US growth efforts. Business Overview Through our rapidly expanding US Capital Markets business, we are committed to providing clients with a full suite of investor services including Research, Sales and Trading, Corporate Services, and Advisory. We are positioning ourselves as a bespoke solutions hub for small-cap public and private companies. Primary Responsibilities Cultivate, develop, and maintain relationships with institutional investors with a focus on small and mid-cap managers, understanding the goals and risk tolerance for each client. Provide differentiated advice regarding Macro trends, sector allocations, and relative value across asset classes. Possess a working knowledge of equity derivative solutions. Drive penetration of Freedom's Research product into existing and developing account base, increasing commission revenue, analyst votes, and wallet share. Enhance and develop corporate access with company C-Suite executives and industry experts to aid investors in the investment process. Identify and pursue new business opportunities to expand our client footprint and develop differentiated sales strategies. Responsible for developing appropriate client revenue targets, including the utilization of internal resources to broaden the sales effort and drive client growth. Cross-sells our capabilities into Freedom's advisory and family office verticals. Collaborate with senior management in the development of US market expansion. Qualifications Bachelor's degree in Finance, Economics, Business Administration, or similar. Licenses, Registrations: Series 7, 63. Strong knowledge of financial markets, trading strategies, and Investment products. Ability to analyze complex financial data and present it clearly and concisely. 10+ years of experience in Institutional Equity Sales with an existing demonstrated client base. Exceptional level of work ethic and a collaborative approach that reflects our Values. Reporting Relationships The Director/Managing Director of Institutional Sales reports directly to the Chief Executive Officer. Other Duties Please note that this job description describes the general nature and level of work performed by people assigned to this classification. It is not construed as an exhaustive list of all required responsibilities, duties, and skills. In addition, all personnel may be required to perform duties outside of their typical responsibilities from time to time, as needed. Travel The successful candidate must be able to travel to internal and client meetings, corporate preparation sessions, and industry events and conferences. Location New York - Hybrid The successful candidate is preferred to be geographically accessible to our New York office. However, there is the flexibility that this individual could work some of the time from a home office situation. Headquarters: 40 Wall St, 58th Fl., New York, NY 10005 Compensation An expected salary range of $175,000-$250,000 plus bonuses annually. Actual compensation may vary depending on a number of factors. About Freedom Capital Markets Freedom Capital Markets (FCM) is the investment banking and equity capital markets arm of Prime Executions, Inc., a wholly owned subsidiary of Freedom Holding Corp. (NASDAQ: FRHC). In addition to advising clients on the go-public process - from application to bell ringing - FCM provides corporate and institutional clients with a full array of investment banking, finance, and capital markets advisory services. The company's capabilities include initial and follow-on offerings, PIPEs, SPACs, private placements, convertible issues, debt capital, mergers and acquisitions, corporate access, and corporate restructuring. Founded in 1986, Prime Executions has acted as an agency-only broker-dealer, operating on the floor of the NYSE and execute trades of over 750 million shares per month for a wide variety of buy-side and sell-side clients. Prime is one of the top independent Blue Line NYSE firms, which enables it to access liquidity in multiple marketplaces to meet its best execution obligation to its clientele. Prime is a member of the NYSE, NASDAQ, the Financial Industry Regulatory Authority (FINRA), and the Securities Investor Protection Corp (SIPC). Freedom Capital Markets is an equal opportunity employer and is committed to cultivating and preserving a diverse, inclusive, and accessible environment for all employees. We welcome applicants from diverse backgrounds to apply their unique perspectives, skills, and talents toward advancing our mission to foster an open, cooperative, and dynamic environment where employees and Freedom Capital Markets alike can thrive. All employment decisions are made solely on the basis of qualifications, merit, and business needs. In furtherance of our commitment to diversity and inclusion, Freedom Capital Markets does not discriminate against any applicant or employee on the basis of race, color, sex/gender (including gender identity, presentation, nonconformity or expression, and cisgender/transgender status), sexual orientation, religion, national origin, age, disability or any other characteristic protected by applicable federal, state, and local laws. Freedom Capital Markets also prohibits harassment of applicants and employees based on any of these protected categories. If you require an accommodation to apply for or interview for this position, please advise Freedom Capital Markets by contacting **************************. Please note that in accordance with federal law, applicants who are hired must provide Freedom Capital Markets with documentation evidencing their authorization to work in the United States within three (3) days of their hire date. Website: ************************************
    $175k-250k yearly 5d ago
  • President

    Aprio Talent Solutions 4.3company rating

    Sanford, FL Jobs

    Full-Time President of Construction Job Type: Full-time Work Environment: On-Site (5 Days In-Office) The client is a leading player in the concrete construction industry with an impressive annual revenue of $160 million. They are poised for ambitious growth and seek a seasoned and strategic President to lead our trajectory towards $200 million and beyond. This role demands an individual with extensive industry expertise and strong executive leadership. Position Summary: The President will spearhead the company's growth while ensuring top-notch service delivery, financial performance, and safety standards. They are looking for an experienced leader with a proven track record in the construction field who is adept at hands-on operational management and executive decision-making. Key Responsibilities: Strategic Leadership: Drive growth initiatives to scale the company to $200M+, aligning with strategic goals and long-term vision. Executive Oversight: Oversee all operational facets, including project execution, client relations, legal compliance, and financial performance. Financial Acumen: Direct budgeting, forecasting, and P&L management; ensure compliance and provide insights for profitability enhancement. Legal & Regulatory Compliance: Uphold strict adherence to industry regulations, manage legal requirements, contract negotiations, and claims handling. Safety Leadership: Promote a comprehensive safety culture, implementing protocols to enhance safety and minimize incidents. Claims & Disputes Management: Effectively handle legal disputes and construction claims, ensuring seamless operations amid challenges. Team Development: Cultivate a high-performing leadership team and develop talent for long-term growth. Qualifications: Experience: 15+ years in the construction industry with a notable record in executive leadership roles, particularly in organizations with $100M+ annual revenue. Field & Executive Insight: Proven experience ascending through construction ranks, with deep understanding of both field operations and executive management. Financial Expertise: Strong finance and accounting background, capable of managing complex budgets while maximizing growth opportunities. Safety & Compliance: Experienced in safety standard implementation and understanding of construction regulations and labor laws. Negotiation & Claims Management: Proficient in contract negotiations, claims management, and resolving legal disputes. Additional Information: Relocation: Relocation assistance may be available for the right candidate. Why Join Us? Leadership Opportunity in a Growing Company: This role offers the chance to lead a well-established company with a significant annual revenue of $160 million and ambitious growth targets. As President, you will be pivotal in steering the company towards reaching $200 million and beyond, allowing you to directly impact the organization's future. Innovative and Dynamic Work Environment: The construction industry constantly evolves, offering an exciting and dynamic work environment. As part of its leadership, you will shape strategic initiatives and implement innovative practices, fostering a culture of excellence and safety. Attractive Compensation Package: This role comes with an attractive base salary that reflects your extensive experience and leadership skills in the industry, ensuring you are compensated fairly for your contributions. Performance-Based Bonuses: The opportunity for significant performance-based bonuses incentivizes you to drive growth and enhance profitability. This aligns your success with the company's achievements, benefiting you directly from the organization's performance.
    $128k-193k yearly est. 21d ago
  • Director of Salesforce CRM - Onsite

    Premier America Credit Union 3.3company rating

    Los Angeles, CA Jobs

    Job Title: DIRECTOR OF SALESFORCE CRM - Onsite At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: The Director of Salesforce CRM will lead the implementation, configuration, and integration of our Salesforce CRM platform. This leadership role will oversee the technology roadmap, ensure the platform aligns with business objectives, and drive efficiencies for all departments throughout Premier America that use Salesforce for member data/interactions. This role will work with stakeholders to design, build, and manage Salesforce and other related data structures to mine data, identify trends, mitigate risks, conceptualize and seize opportunities for new product development/enhancement to support the Credit Union's strategy for attaining loyal membership growth. As a valued thought partner, this role will work collaboratively with multiple teams across the credit union and bring an ownership mentality to the credit union's performance and growth. What You Will Do: Define and execute the Salesforce CRM technology strategy to support the sales goals and targets. Partners with leadership across various departments, including retail, contact center, digital, consumer lending, real estate, marketing, Engineering, and IT to identify and prioritize business needs. Develop a multi-year Salesforce roadmap, ensuring scalability, innovation, and alignment with organizational objectives. Oversee the end-to-end implementation of Salesforce, including requirements gathering, solution design, configuration, customization, and integration with other enterprise systems. Lead complex Salesforce integrations with internal systems such as ERP, marketing automation platforms, and other business tools. Drive the migration of legacy systems to Salesforce, ensuring data integrity and minimal disruption. Build and lead a high-performing team of Salesforce administrators, developers, and analysts. Mentor and develop team members, ensuring they stay up to date with Salesforce technologies and best practices. Conduct regular performance reviews, provide feedback, and establish development plans for team members. Foster an environment of continuous learning, promoting certifications and professional growth. Analyze current sales processes and workflows to identify opportunities for automation and efficiency improvements using Salesforce features and capabilities. Partner with sales leadership to drive adoption and optimize usage of Salesforce. Ensure accurate data collection, reporting, and dashboarding to enable data-driven decision-making. Oversee the optimization of the Salesforce platform, including configuration, customization, and integration, to maximize functionality and usability. Identify emerging Salesforce features, tools, and technologies, advocating for their adoption to improve business processes. Ensure that new functionalities are integrated smoothly to enhance user adoption and system performance. Champion the automation of manual processes through tools like Flow, Process Builder, and Apex to increase efficiency and reduce operational bottlenecks. Establish and enforce governance policies for Salesforce, including security, data privacy, and access controls. Ensure Salesforce is maintained in compliance with regulatory requirements and industry standards. Manage vendor relationships and contracts related to Salesforce and third-party applications. Develop custom reports and dashboards that provide actionable insights to senior management. Provide stakeholders with data-driven recommendations that inform business decisions. Define key performance indicators (KPIs) for Salesforce usage and performance, regularly monitoring them to ensure alignment with business objectives. What We Are Looking For: Bachelor's degree from an accredited college or university in Computer Science, Information Systems or related field required. Graduate degree (MBA or equivalent) preferred. 12+ years of experience related to CRM experience, with the last 5 years in Salesforce Proven experience leading Salesforce implementations, configurations, and integrations in a complex organization. 5+ years leadership experience in the financial industry, banking/credit union preferred In-depth knowledge of Salesforce Sales Cloud, Service Cloud, and relevant Salesforce technologies such as Apex, Visualforce, and Lightning. Demonstrated robust project management experience is required. Excellent proficiency with preferred data visualization tools (Tableau, Power BI, Salesforce, etc...). Prior experience and proficiency with Salesforce CRM and Salesforce Marketing Cloud required. Salesforce Marketing Cloud experience is strongly preferred. Salesforce Financial Services Cloud experience is strongly preferred. MuleSoft experience is strongly preferred. Expertise in data flows and conceptual knowledge of ETL required. Strong understanding of sales processes, pipeline management, and sales reporting. Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. Equal Opportunity Employer - Veterans / Disabled Drug-free Workplace Pay Grade Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $121k - $150k. Perks Important To You: Competitive pay Subsidized health care including medical, dental and vision FSA and HSA Company-Paid Life and A&D insurance Discounts on loans (must be a member) Paid Vacation, Holiday, and Sick time 401k Retirement Saving Plan with a 6% safe harbor employer match Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.
    $121k-150k yearly 3d ago
  • Trading Operations Vice President (Hedge Fund)

    Social Capital Resources 3.8company rating

    New York, NY Jobs

    Rapidly growing Hedge Fund is seeking a Trading Operations Manager to support their equity division! Responsibilities: Full life cycle trade operations for equity products Responsible for booking, capturing and reconciling trades Processing Corporate Actions and settling trades Trade breaks and trade matching Qualifications: 5+ years experience working within equity operations at a hedge fund Strong Excel Skills (Macros, VBA, Etc.) Strong written and verbal communication skills Bachelor's degree Ability to multitask
    $132k-207k yearly est. 2d ago
  • Stock Loan Operations Vice President

    Social Capital Resources 3.8company rating

    New York, NY Jobs

    Bank in Midtown, Manhattan is seeking a Stock Loan Vice President for a full-time position! Responsibilities: Supports the Stock Loan trading desk by processing all aspects of Operations and trade support. Balances all positions and cash daily and research and reconcile any breaks or discrepancies in a timely manner. Reconcile and settle all monthly rebates and fees related to Securities Lending. Maintain detailed records of all discrepancies, resolutions, and final payments for audit purposes. Instructing trades, confirming settlements, agrees on details of the transactions with counter-parties, investigates failing trades, and covers market exposure with mark to markets. Liaise with the trading desk on incoming returns or recalls deciding whether to re-lend or clean up positions to maximize the rebate basis point spread between borrows and loans. Liaise with contra brokers to confirm/compare trade details. Assist the trading desk by monitoring email requests or phone calls and act promptly to reduce risk of exposure on recalls, buy-ins or failing Qualifications: 10+ years experience working in a Stock Loan Operations position Must have a high level of experience with Loanet and Smartloan. Must have sufficient knowledge of the Depository Trust and Clearing Corporation Dashboard. Must have sufficient knowledge of OCC Encore application. Knowledge of Phase III and fully paid lending program a plus. Must be proficient in Microsoft Excel, and Word.
    $132k-207k yearly est. 4d ago
  • Investment Banking, Municipal Finance, Associate or Vice President

    Jefferies 4.8company rating

    New York, NY Jobs

    Jefferies Financial Group Inc. (‘‘Jefferies,' ‘‘we,' ‘‘us' or ‘‘our') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. GROUP DESCRIPTION: Jefferies' Municipal Finance Group currently employs more than 100 specialists focused on the municipal bond market and dedicated to structuring, underwriting, selling and trading municipal securities. Our team provides investment banking and capital markets advisory services to issuers of municipal debt, including states, cities, towns, state authorities, and 501(c)(3) borrowers, among others. With public sector and industry expertise, Jefferies is a market leader in municipal finance, with core regional focuses and an expertise in the following sectors: airports; general government tax-backed; healthcare; higher education; housing and real estate; primary/secondary education; public power and energy; public-private partnerships; securitizations; state revolving funds; transportation; water and sewer; and project finance. PRIMARY RESPONSIBILITIES: The Municipal Finance Group is actively looking for an experienced Associate or Vice President. This position will support senior bankers and rapidly assume significant responsibilities, beginning to lead client coverage and lead senior managed transactions. Associates and Vice President's in Jefferies' Municipal Finance Group are responsible for: running technical analysis in support of transactions and pitches; aiding in the development of financial plans; managing transaction processes and other client coverage efforts; attending and presenting at client meetings; interfacing with underwriters, salesmen and traders; and supporting senior bankers with other ad hoc tasks. Desired Skills and Experience Strong past experience in the public finance industry Desire to be actively involved in client coverage Desire to lead transactions Strong technical, written and verbal communication skills Demonstrated ability to multi-task, managing a variety of transactions and projects simultaneously and sometimes managing conflicting priorities Resourceful self-starter, able to work autonomously and as team player Detail-oriented and organized Excellent interpersonal skills QUALIFICATIONS: Must have at least two years experience in a public finance banking role (or similar - e.g., financial advisory firm, issuer, rating agency, etc.) Must have completed a four-year Bachelor's degree or equivalent program Strong proficiency in Microsoft Excel, Word and PowerPoint Demonstrate professionalism and client management skills At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is an equal employment opportunity employer. We practice equal opportunity for all, and all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with qualified disabilities, as appropriate, under applicable law.
    $104k-140k yearly est. 5d ago

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