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Regional Director jobs at Icma-rc - 6140 jobs

  • Chief Lending & Credit Strategy Executive

    Farmers National Bank 4.7company rating

    Canfield, OH jobs

    A regional financial institution is seeking a Chief Banking Officer to oversee all Credit and Lending divisions. The ideal candidate will have over 15 years of financial executive leadership experience and be responsible for developing strategies to grow the loan portfolio while ensuring compliance and optimizing operations. Strong knowledge of credit policies and excellent communication skills are essential. This leadership role includes coaching staff and aligning departmental goals with the company's strategic vision. #J-18808-Ljbffr
    $133k-197k yearly est. 2d ago
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  • Remote Tax Director - Corporate & Startups Practice

    Escalon Services, Inc. 4.1company rating

    Chicago, IL jobs

    A Business Process Management firm is looking for a Tax Director to oversee tax services for multiple clients, ensuring compliance with regulations. The ideal candidate will have 12+ years of experience in a complex tax environment and possess strong technical tax proficiency. Responsibilities include client interaction, mentoring tax staff, and providing technical guidance. This remote role offers various health benefits and emphasizes professional growth. #J-18808-Ljbffr
    $109k-164k yearly est. 5d ago
  • Managing Director, M&A Advisory & Deal Leadership

    BDO USA 4.8company rating

    San Francisco, CA jobs

    A leading financial advisory firm is seeking a Managing Director to oversee mergers & acquisitions transactions. The role involves driving business development, managing execution teams, and mentoring staff. Candidates must have a strong background in corporate finance, with a Bachelor's in Accounting or Finance and an MBA. The firm offers a competitive salary range of $225,000 - $300,000, commensurate with experience, and looks for strong analytical and problem-solving skills. #J-18808-Ljbffr
    $225k-300k yearly 1d ago
  • Managing Director, BDO Capital Advisors - Investment Banking

    BDO USA 4.8company rating

    San Francisco, CA jobs

    The Managing Director at BDO Capital Advisors advises clients through mergers & acquisitions and strategic solutions, driving business development through networking to convert prospects into clients. The Managing Director oversees transaction execution, ensures deliverables are met on time, manages the execution team's workload, mentors staff, and focuses on measurable revenue results with a metrics‑driven mindset. Job Duties Execute buy‑side and sell‑side transaction advisory engagements, managing financial and business due diligence for companies, private equity or debt investors. Engage in business development activities, marketing services to external clients and internal partners, supporting sales and marketing strategies. Network with prospects to build revenue‑producing relationships. Analyze client data for financial and operating trends, quality of earnings, working capital, liabilities, and risks, guiding decision‑makers. Review transaction documents and provide negotiation insights. Identify pre‑ and post‑close business opportunities and enhance go‑to‑market strategies. Commit to satisfying internal and external customers. Perform 100% of job duties in the office. Other duties as assigned. Supervisory Responsibilities Manage the team's efforts with an apprenticeship approach. Direct due diligence meetings, draft and review tailored reports for key issues. Coordinate client approach throughout the transaction process. Lead engagement, serve as principal contact, oversee deliverables, and provide real‑time feedback to clients and providers. Lead day‑to‑day transaction execution, including due diligence, valuation, and contract negotiation. Qualifications, Knowledge, Skills and Abilities Education Bachelor's Degree in Accounting or Finance, required. MBA, required. Experience Ten (10) or more years at an investment bank or similar corporate finance vertical, required. Experience at a middle‑market investment bank, preferred. Experience managing and leading a team of VPs, associates, and/or analysts (in person and remotely), preferably at a regional boutique or middle‑market bank, required. License/Certifications FINRA Series 63 and 7 or 79 licenses, or actively pursuing licensure, required. Software Proficient in Microsoft Office Suite, required. Language N/A Other Knowledge, Skills, & Abilities Strong business acumen and analytical problem‑solving skills, understanding business model impact on performance. Comfort with ambiguity and fluid client situations. Strong time‑management skills, ability to multi‑task and prioritize simultaneous deadlines. Advanced analytical and modeling skills with attention to detail. Excellent written and verbal communication with a polished/professional demeanor. Team player capable of working cohesively with colleagues and clients. Self‑motivated and capable of working under pressure with proactive follow‑up skills. Ability to travel for client meetings/events during regular work hours, evenings, and/or weekends. Individual salaries are determined after considering numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $225,000 - $300,000 Maryland Range: $225,000 - $300,000 NYC/Long Island/Westchester Range: $225,000 - $300,000 #J-18808-Ljbffr
    $225k-300k yearly 1d ago
  • IDB Invest - Managing Director of Environmental, Social and Governance

    Inter-American Development Bank 4.2company rating

    Washington, DC jobs

    IDB Invest - Managing Director of Environmental, Social and Governance Job Description IDB Invest - Managing Director of Environmental, Social and Governance City matematica: Washington DC Company: IDB Invest Posting End Date: 1/28/2026 11:59 PM EST We improve lives IDB Invest crossed the private sector arm of the IDB Group and an international financial institution committed to Almond development needs of Latin America and the Caribbean. Our mission is to support sustainable enterprises and projects that deliver financial results while maximizing social and environmental impact in region. IDB Invest operates in 26 countries, structured across four geographic regions and three industry verticals: Infrastructure and Energy, Financial Intermediaries, and Corporates. In support of a new transformative business model “Originate to Share” our shareholders recently approved a $3.5 billion capitalization. This will allow IDB Invest to significantly scale up its investments, more than doubling annual financing from approximately $8 billion to $19 billion and unlocking greater private sector participation to drive development and climate impact across the region. As part of the Risk Management Department (RSM), The Environmental, Social & Governance Division (SEG) is responsible for ensuring that IDB Invest financed projects and technical assistance are environmentally and socially sustainable with sound corporate governance. SEG specialists provide IDB Invest and its clients with guidance and participate in project teams and deliver technical input on social, environmental and corporate governanceший aspects during project due diligence and supervision. SEG is also responsible for the Access to Information platform (ATI), the engagement with civil society, and the Management Led Grievance Mechanism (MGM). Additionally, SEG provides support on environmental and social issues to the IDB Lab. About this position We are seeking a strategic, inspiring, and highly effective people leader to serve as Managing Director of the Environmental, Social, and Governance (ESG) Division. This leader will direct a high‑performing ESG '', and de rolistic and los perd para impost gl for the bo and sp etc. The Managing Director of ESG will ensure that IDB Invest delivers high-impact ESG oversight, havas friend shows to develop the sustainability and impact agenda, and demonstrate thought leadership. This role is central to positioning IDB Invest as a trusted knowledge partner and capacity builder, helping clients integrate best ESG practices into their operations, and supporting critical stakeholder engagement. To safeguard institutional integrity, the Managing Director will operate with full independence from operational areas-upholding a robust framework of organizational checks and balances. Reporting #J-18808-Ljbffr
    $185k-312k yearly est. 1d ago
  • Managing Director, ESG Strategy & Impact

    Inter-American Development Bank 4.2company rating

    Washington, DC jobs

    A leading international financial institution is seeking a Managing Director of Environmental, Social, and Governance (ESG). This role involves strategic leadership to enhance sustainability efforts across the organization. The managing director will ensure impactful oversight and help integrate best practices into client operations. This position is crucial for establishing IDB Invest as a trusted partner in the region, promoting solid ESG practices. The ideal candidate will demonstrate effective people management and a commitment to social and environmental effectiveness. #J-18808-Ljbffr
    $185k-312k yearly est. 1d ago
  • North America Regional Sales Director - Central

    Valid8 Financial, Inc. 3.6company rating

    Sunnyvale, CA jobs

    A leading financial technology company in Sunnyvale is seeking an experienced Sales Manager to develop and execute strategic plans to achieve sales targets and build strong customer relationships. The ideal candidate will bring 7 to 10 years of experience in sales or marketing roles and possess excellent communication and negotiation skills. This position offers a competitive compensation range of $120k to $180k, alongside several attractive benefits including paid time off and a 401k retirement savings plan. #J-18808-Ljbffr
    $120k-180k yearly 2d ago
  • Managing Director, Tech VC Relationships & Innovation

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA jobs

    A leading financial institution is seeking a Managing Director for the Venture Capital Relationship Team in San Francisco. The role requires extensive experience in relationship management within the life sciences and venture capital sectors. Responsibilities include deepening relationships with technology venture firms and managing the client experience for portfolio companies. The ideal candidate will have a proven track record of influencing senior stakeholders and knowledge across banking products. #J-18808-Ljbffr
    $165k-257k yearly est. 1d ago
  • Relationship Executive - Innovation Economy Venture Capital Technology Coverage - Managing Director

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA jobs

    Relationship Executive - Innovation Economy Venture Capital Technology Coverage - Managing Director Job Information Job Identification 210689470 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 11/25/2025, 09:34 PM Locations 560 Mission St, San Francisco, CA, 94105, US Job Schedule Full time Job Shift Day Job Description Innovation Economy Venture Capital Relationship Team, Technology Coverage - Managing Director The Venture Capital Relationship Team is a key component of the firm's overall Innovation Economy (IE) business, covering venture capital firms and partners in early and growth stage companies. As a Managing Director within the Venture Capital Relationship Team covering Technology venture firms, you will play a pivotal role in shaping the investor coverage strategy. Your responsibilities will include fostering and enhancing relationships with leadership teams and General Partners within the North America Venture Capital space. You will also be entrusted with the client experience and promoting results for the firm's portfolio company coverage strategy, while actively engaging with Commercial Bank, Private Bank, Credit, and Investment Banking product sets. Job Responsibilities Develop and deepen relationships with leadership teams and General Partners within the North America Venture Capital space with a focus on Technology Venture Capital firms Support the firm's efforts across JP Morgan's product offerings to VC firms, General Partners and their portfolio companies. Take ownership of the client experience and drive outcomes for the firm's portfolio company coverage strategy, engaging with Commercial Bank, Private Bank, Credit and Investment Banking product sets. Work closely with senior leaders within the IE team and across the firm, including but not limited to other members of the Venture Capital Relationship Team, Commercial Bank subsector and industry coverage, Private Bank, Investment Banking and global partners. Required Qualifications, Capabilities and Skills Extensive Life Sciences industry and product knowledge across the Innovation Economy Minimum ten years proven relationship building and influencing skills with Venture Capital Firms and Partners Knowledge of credit, corporate finance, treasury, commercial, and investment banking products Direct lending or credit supported related experience with a focus on business relationships, excellent client relationship skills Preferred Qualifications, Capabilities and Skills Completion of a recognized bank credit training or investment banking training program MBA preferred Strategic thinker who supports the goals and direction of the firm Ability to partner across lines of businesses and leverage internal resources Strong knowledge of regulatory and control framework FINRA securities licenses 79 and 63 are required for the position; however, unlicensed candidates will be considered and will need to obtain licenses (have 90 days from start date per license) to stay in the role FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. #J-18808-Ljbffr
    $165k-257k yearly est. 1d ago
  • Market Executive, Innovation Economy Technology, Middle Market Banking, Managing Director

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA jobs

    Market Executive, Innovation Economy Technology, Middle Market Banking, Managing Director Job Information Job Identification 210600697 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 02/24/2025, 03:11 PM Job Schedule Full time Job Shift Day Job Description Market Executive, Managing Director - Innovation Economy Technology, Middle Market Banking You are customer focused, enjoy building relationships, leading teams, and providing financial advice to your clients. A role as a Market Executive on the Technology team in our Innovation Economy business is for you. As a Market Executive on the Technology Middle Market Banking team,you will be responsible for growing and retaining profitable relationshipswithin the dynamic Software Technology sector.You will hire and direct team members in their business development efforts to grow and retain profitable banking relationships. In this role you will be expected to maintain a portfolio of your own while leading the banking team, however the portfolio size is typically smaller in recognition of management responsibilities. The Software Technology team focuses on world changing technologies across robotics, space, quantum computing, and semiconductors, and you will support the growth of founders innovating at the intersection of hardware and software. TheTechnology team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group.In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities Demonstrate the ability to build a brand within your market that represents Technology banking as the “Leading Innovation Economy bank serving the best and most diverse clients” Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Champion a culture of innovation and a customer centric mindset Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies Required Qualifications, Capabilities and Skills Minimum of 15 years account relationship management experience with a focus on business relationships Understanding of Commercial Banking products and services with knowledge of the region Ability to mobilize internal networks and resources Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team with proficiency in building and maintaining positive client relationships Excellent verbal and written communications skills; able to effectively communicate clearly and concisely Creative solution and problem solving abilities and excellent business judgment with the ability to multitask FINRA Series 79, 63, 24 and Securities Industry Essentials licenses required or must obtain within 180 days of hire Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Strong technology experience; digital background preferred Excellent organizational, influencing and interpersonal skills Self-directed, proactive, and creative: use sound judgment and navigates ambiguity to get things done FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations. #J-18808-Ljbffr
    $165k-257k yearly est. 1d ago
  • Industry Executive - Life Sciences Coverage, West Coast Region - Managing Director

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA jobs

    Industry Executive - Life Sciences Coverage, West Coast Region - Managing Director Job Information Job Identification 210599684 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 02/20/2025, 07:31 PM Job Schedule Full time Job Shift Day Job Description The role of a Life Sciences Market Executive is to lead a team of Bankers in their business development efforts to grow and retain profitable banking relationships with Life Sciences clients with annual revenue size ranging from $50 million and $25 billion. The role of a Life Sciences Market Executive is to lead a team of Bankers in their business development efforts to grow and retain profitable banking relationships with Life Sciences clients with annual revenue size ranging from $50 million and $25 billion. A typical team includes direct management of 3-5 Bankers. In addition, the Market Executive partners closely with credit underwriting, treasury sales, client service, an administrative assistant, and other functional areas inside and outside of the Commercial Bank to deliver products and solutions to clients. In this role you will be expected to maintain a portfolio of your own while leading the banking team, however, the portfolio size is typically smaller in recognition of management responsibilities. As part of the regional coverage, travel to clients may include approximately 25% of schedule. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Deliver the entire firm across lines of business Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies Lead specially assigned projects for the benefit of region and national team Hire, manage, coach, mentor and retain a high performing and diverse team Foster a diverse, equitable and inclusive work environment Required Qualifications, Capabilities and Skills Typically a minimum of ten years account relationship management experience with a focus on business relationships Understanding of Commercial Banking products and services with knowledge of the region Ability to mobilize internal networks and resources Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team Sales management and business development skills with proficiency in building and maintaining positive client relationships Excellent verbal and written communications skills; able to effectively communicate clearly and concisely Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Strong technology experience; digital background preferred Flexible to changing business priorities and ability to multitask FINRA securities licenses 79, 63 and 24 required or ability to obtain within reasonable timeframe About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not‑for‑profit organizations. #J-18808-Ljbffr
    $165k-257k yearly est. 2d ago
  • Director of Dedicated Planning & Investment Operations - Auburn, WA

    Thrivent Financial 4.4company rating

    Washington jobs

    Director of Dedicated Planning & Investment Operations - Auburn, WA page is loaded## Director of Dedicated Planning & Investment Operations - Auburn, WAlocations: WA - Auburn: Remote-Washingtontime type: Full timeposted on: Posted Todayjob requisition id: REQ-44451Organization/Business Overview: Approach Path Financial Advisors is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Approach Path Financial Advisors helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial. The Director of Dedicated Planning & Investment Operations position will oversee the planning department including all team members, procedures and processes for the practice. Key responsibilities include management of team members, oversight of processes, preparation of financial plans, investment research and analysis, and coordination of client service needs with team members. The Director of Dedicated Planning & Investment Operations reports to and is employed by Approach Path Financial Advisors.**Position Roles/Responsibilities/Accountabilities*** Oversee workflow and job responsibilities of planning department team members* Lead training and development for department, and work with leadership to build out infrastructure* Enter client information into various systems* Prepare and update financial plans and presentation material for client meetings* Enter information into financial planning software and prepare draft financial plans* Deepen existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date* Research and respond to client inquiries* Finalize, submit, and track all client account and application paperwork* Gather and maintain customer suitability information* Research and analyze investment and portfolio allocations* Assist in generating performance reports* Maintain information in CRM (Salesforce) system* Fill out necessary forms for opening and maintaining accounts* Handle request for transfers of funds in and out of accounts* Identify and offer recommendations on how to optimize workflows* Other duties as assigned**Position Qualifications*** Previous administrative/secretarial experience desired* 3+ years industry experience required* Certified Financial Planner or Chartered Financial Analyst designation required or Chartered Financial Consultant or Certified Public Accountant or equivalent.* Securities ( 7/66, or 7/63 & 65) and Life, Health, and Annuity registration required* Bachelor's degree in Financial Planning, Finance, Accounting or Economics preferred* Extremely strong organizational skills* Strong communication and interpersonal skills* Technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn* Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions* Ability to maintain integrity of sensitive/confidential information**Competencies*** Planning/Organizing* Client Focus* Communication* Interpersonal Skills* Teamwork and Collaboration* Adaptability/Flexibility**External/Internal Dependencies*** Must be able to work with all roles of the Approach Path Financial Advisors* Must be able to represent the organization in work with external clients* Must be able to cultivate and maintain relationships with outside organizations**Compensation**Compensation varies based on the specific qualifications and experience of the individual with a target range of $85,000 to $ 130,000 - inclusive of bonus compensation. Those candidates at higher range of compensation should have passed CFP exam, have extensive experience, and have plan writing experience.This position is eligible for team and individual bonuses ranging from 0-10% of annual salary and a monthly stipend toward health and retirement benefits for full time candidates.**Compliance and Regulatory** As part of Approach Path Financial Advisors recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.*All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.*Pay Transparency*Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,* *sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.**Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.*At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow.For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving. #J-18808-Ljbffr
    $114k-148k yearly est. 5d ago
  • Director, Detection Operations, Internal Fraud

    American Express 4.8company rating

    New York, NY jobs

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? Position Overview: The Director of Detection Operations is responsible for overseeing the daily operations of internal fraud detections systems, ensuring the effective monitoring of insider threats and internal fraud risks across the enterprise. This role manages the detection infrastructure, alert triage and case referrals. Working closely with the VP of Detection, Reporting, and QA, Investigations and Technology teams, the Director ensures that internal fraud alerts are timely, accurate, and actionable, while minimizing false positives and operational noise. Key Responsibilities: Lead the fraud detection operations team, responsible for monitoring and triage of internal fraud alerts Oversee daily workflows including alert intake, triage, escalation and case referral to investigation teams Ensure operational coverage, service level adherence and timely escalation of high-risk incidents Support the VP of Detection, Reporting, and QA to operationalize new rules, thresholds and models into monitoring systems Track and improve detection efficiency (hit rates, false positives, alert to case conversion) Define and report on detection operations Key Performance Indicators (KPI) Contribute to reporting on detection effectiveness and operational performance Partner with investigations on case referrals and feedback loops to refine detection quality Support audit and regulatory review of detection operations Build and manage a team of fraud detection analysts and operations specialists Drive a culture of operational discipline, continuous improvement and risk ownership Desired Leadership Characteristics: Calm and decisive under pressure. Ability to prioritize actions for the benefit of the organization to remain focused on most critical issues Initiative and bias for action and for getting things done Proven ability in extending and maintaining strong relationships in a complex multi-national corporation Strong problem solver with the ability to use analytical methods to affect change Effective organizational skills (including attention to detail) along with the ability to collaborate and influence in a matrixed environment Minimum Qualifications: 10+ years of experience in fraud operations, monitoring, or security operations, with at least 3 years in a leadership role Deep understanding of fraud monitoring tools, insider threat detection and case management systems Strong knowledge of internal fraud typologies and insider risk behaviors Proven track record of managing global operations teams Strong collaborations skills with Technology, CEG, Legal and risk oversight functions Experience with operational KPIs, back-office case and SLA management, and executive reporting Salary Range: $123,000.00 to $215,250.00 annually + bonus + equity (if applicable) + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position.
    $123k-215.3k yearly 1d ago
  • Director, Detection Operations, Internal Fraud

    American Express 4.8company rating

    New York, NY jobs

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** **Position Overview:** The Director of Detection Operations is responsible for overseeing the daily operations of internal fraud detections systems, ensuring the effective monitoring of insider threats and internal fraud risks across the enterprise. This role manages the detection infrastructure, alert triage and case referrals. Working closely with the VP of Detection, Reporting, and QA, Investigations and Technology teams, the Director ensures that internal fraud alerts are timely, accurate, and actionable, while minimizing false positives and operational noise. **Key** **Responsibilities:** + Lead the fraud detection operations team, responsible for monitoring and triage of internal fraud alerts + Oversee daily workflows including alert intake, triage, escalation and case referral to investigation teams + Ensure operational coverage, service level adherence and timely escalation of high-risk incidents + Support the VP of Detection, Reporting, and QA to operationalize new rules, thresholds and models into monitoring systems + Track and improve detection efficiency (hit rates, false positives, alert to case conversion) + Define and report on detection operations Key Performance Indicators (KPI) + Contribute to reporting on detection effectiveness and operational performance + Partner with investigations on case referrals and feedback loops to refine detection quality + Support audit and regulatory review of detection operations + Build and manage a team of fraud detection analysts and operations specialists + Drive a culture of operational discipline, continuous improvement and risk ownership **Desired Leadership Characteristics:** + Calm and decisive under pressure. + Ability to prioritize actions for the benefit of the organization to remain focused on most critical issues + Initiative and bias for action and for getting things done + Proven ability in extending and maintaining strong relationships in a complex multi-national corporation + Strong problem solver with the ability to use analytical methods to affect change + Effective organizational skills (including attention to detail) along with the ability to collaborate and influence in a matrixed environment **Minimum** **Qualifications:** + 10 years of experience in fraud operations, monitoring, or security operations, with at least 3 years in a leadership role + Deep understanding of fraud monitoring tools, insider threat detection and case management systems + Strong knowledge of internal fraud typologies and insider risk behaviors + Proven track record of managing global operations teams + Strong collaborations skills with Technology, CEG, Legal and risk oversight functions + Experience with operational KPIs, back-office case and SLA management, and executive reporting **Qualifications** Salary Range: $123,000.00 to $215,250.00 annually bonus equity (if applicable) benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position. **Job:** Operations **Primary Location:** US-New York-New York **Other Locations:** US-North Carolina-Charlotte **Schedule** Full-time **Req ID:** 26000431
    $123k-215.3k yearly 1d ago
  • Director, U.S. Deputy CISO

    Scotiabank 4.9company rating

    Dallas, TX jobs

    Select how often (in days) to receive an alert: Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Global Banking and Markets Global Banking & Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! Purpose The US Deputy Chief Information Security Officer (Deputy CISO) will support the MD & US CISO in building robust United States technology risk (includes all non-financial risks such as Cyber Risk, Availability, Resiliency Risks and Operational Risk) related controls and processes and ensure they are maintained and adhered to in the assigned portfolio. Along with the MD & US CISO the Deputy CISO will collaboratively assess, evaluate and remediate increasingly complex technology risk, design controls and assist in their implementation in the USA, a key growth market. Acts in the line of defense as Internal Control (1B) to ensure implementation of initiatives in accordance with regulatory expectations, risk appetite, organizational risk practices and evolving business practices. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. What You'll Do Champion a customer focused culture to deepen relationships with Sr. leadership, peers, and functional groups by leveraging IT and risk expertise. Partners across senior executives US CIO, Global CISO, Risk, Operations, compliance and legal teams to deliver improved US regulatory outcomes and strategies. Supports in the US 1st line Technology Risk, Cyber Security and Internal Controls teams. Alongside with the MD & CISO, the Deputy CISO will collaborate with US CIO and Global CISO, in leading frequent interaction and reporting to US Federal Regulators. Support in overseeing critical 1st Line of Defense (1B) function in highly regulated US Technology realm with ongoing guidance to support the implementation of, and compliance to, established IT Standard, Policies, Procedures, regulatory, operational risk and cyber risk requirements through active engagement, guidance and counselling. Support in leading US 1st Line of Defense (1A) teams and Risk owners, to build their capability to identify, assess, mitigate and monitor risks associated with their use of information and IT systems. Is primary interface and conduit between the 1A risk owners and other risk groups or advisors in various business areas (Internal Controls, Audit, Cyber Security, Privacy, Fraud, Resilience, Availability) to spearhead the facilitation and execution of risk management activities. Support in Managing Technology Risk identification, assessment, prioritization for relevant business areas. Ensures observations, issues and outputs are tracked and actioned. Support in leading US Technology risk control testing and monitoring and guides all US based Technology Risk Owners with remediation plans. Partner with and face other risk groups to assess, implement and communicate new/updated risk controls, frameworks, policies, risk indicators, metrics and limits. Oversee analyses of systems or asset data and deliver monthly / quarterly reporting for senior management, Internal Controls, GRM, Compliance, Audit, Operational Risk or 1A stakeholders. Leads team that develops reports and presentations to deliver updates on KPIs/KRIs to various audiences, including senior business risk committees. Develop or manage programs to establish KRI performance within the bank's risk tolerance. Prioritize risk activities, ensure timely remediation and elevate when necessary. Evangelize for Technology Risk and promote a strong risk culture in partnership with the risk owners. Co-ordinate SOX control testing. Facilitate evidence collection and elevate conflicts or roadblocks to relevant SME to ensure control testing is completed as per schedule. Prepare quarterly SOX attestations. Ensuring that sound and consistent information security architectures that have been defined and documented are leveraged and effectively communicated to local business lines and technology support groups. Support in the directing, assuring, and advancing the security of the Scotiabank Group's networks, including the reliability and manageability of logical access security and application change control operations locally. Pursuing security and control process improvements and the protection of emerging technologies and new delivery systems; In collaboration with the Central ESS/CSS/GSS functions. Working closely with Global Security Operation Services, Global Advisory Services and Enterprise Security Services to facilitate communication, support and transmit the Bank's Information Security vision as developed by the global CISO. Creates an environment in which their team pursues effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Scope includes compliance with information security regulations, user education and access, and cybersecurity. Accountable for understanding, communicating and ensure compliance with Scotiabank's Information Security Policies as defined by Global Security Operation Services and Enterprise Security Services functions. Leads the design and operation of related compliance monitoring and improvement activities to ensure compliance both with internal security policies and applicable laws and regulations. Provides and maintains technical expertise on security aspects of systems, applications, and networks currently resident in the company and those planned for in the future. Reviews system development, maintenance and acquisition efforts to ensure efficient and adequate security provisions. Actively pursue effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct. Champion a high-performance environment and implement a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment, communicating vison/values/business strategy and managing succession and development planning for the team. Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions. What You'll Bring Candidates should have a breadth of Technology and non-financial Risk management experience. 10+ years (governance, operations, audit, cyber, control functions, compliance, risk management). Candidates require expert leadership, communication (both verbal and written) and influencing capability, supported by well-developed logical thinking competencies. Proficient written and verbal communication required at all levels of the organization is essential. Requires expert Technology risk management experience in multiple areas including but not limited to; internal controls, systems design, security, availability/stability/resiliency, disaster recovery, third party risk management, change management, release management, audit, regulatory risk, logical access, software currency. Exposure to cloud controls would be an asset. Proven experience in risk or Cyber security leadership preferably with deep knowledge of US and GBM businesses including related systems, procedures, regulations expected. Ability to balance contesting or conflicting goals of various departments and stakeholders which requires a mature, diplomatic approach and advanced negotiation, project management, governance and influencing skills. Strong presentation design and delivery expected as part of the leadership team. Data Analytics and Visual dashboarding would be desirable. Knowledge or understanding of Risk / Control frameworks (ITIL, ISO, COBIT, NIST, FFIEC). Advanced degree in Computer Science, Engineering, Business Commerce or equivalent experience. Additional relevant Certifications would be an asset - ITIL V3 Foundation Cert. in ITSM, COBIT, CRISC, CISSP. Interested? If your experience is closely related but doesn't align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank! At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture. What's in it for you? Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well‑being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. #DALLAS Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. #J-18808-Ljbffr
    $105k-131k yearly est. 1d ago
  • Director _ Corporate Tax _ Escalon Tax Practice

    Escalon Services, Inc. 4.1company rating

    Chicago, IL jobs

    What You'll Do: The Tax Director oversees the delivery of a full range of tax services in compliance with laws and regulations to multiple clients. This is a leadership position that is proactive and solution oriented, offering depth of experience to our clients in the fast‑paced world of start‑up accounting. This position reports to the Head of Escalon's Tax Practice. A successful Tax Director at Escalon has a high level of technical tax proficiency, a positive attitude, and a desire to grow as a professional; is self‑motivated and responsible possessing strong communication, interpersonal, analytic, and time‑management skills; enjoys the creative aspects of our business and is driven to find the best possible outcome for our clients. Day‑to‑Day Responsibilities also include: Build relationships and interact with clients to implement optimal income tax strategies. Deliver technical guidance on income tax implications of business decisions and transactions. Provide top level review of income tax returns. Identify and mitigate income tax risks. Collaborate with cross department internal stakeholders to generate tax revenue opportunities and support clients' tax needs. Mentor, train, and manage tax managers/staff and improve tax compliance processes. Foster a collaborative and positive team culture. Assist with M&A tax due diligence requests and other special tax projects. What You'll Bring Must Haves: Bachelor's degree in accounting or related field, and/or equivalent work experience. 12+ years in a busy, complex tax environment. CPA license or JD required. Nice to Haves: Master's degree in Taxation preferred but not required. Experience with tech start up organizations preferred but not required. Why You'll Enjoy Working at Escalon: We offer a variety of health benefits, all available on the first day of the month following employment with us, to keep you and your family feeling fit and well. Medical, Dental and Vision options Life and Disability STD/LTD 10 Paid holidays each year Flexible PTO 401K Retirement Plan Incentive compensation If you are hired at Escalon, your final base salary compensation will be determined based on several factors including, but not limited to, skill set, years of experience, and the employee's geographic location. In addition to those factors - we believe in the importance of pay equity and consider the internal equity of our current team members as a part of any final offer. Escalon is an equal opportunity/affirmative action employer. More about us: Escalon Services is a Business Process Management (BPM) company that provides Essential Business Services (EBS) through a tech‑enabled platform to small‑ and medium‑sized businesses (SMBs) and startups. The Company enables its clients to spend less time on "back office" functions and provides the value and insight that enables clients to spend more time focusing on delivering value and moving their businesses forward. With a US‑based remote workforce and global delivery team in India, Escalon's solution fills a widening service gap in the SMB market, underpinned by (i) increasing demand for quality insights in an increasingly competitive marketplace (ii) decreasing supply of CPAs and quality in‑house talent and (iii) the cost frictions associated with scaling internal back‑office teams as businesses grow. For more information on Escalon: ************************* Since founding, the company has executed both on an organic and M&A strategy to expand service offerings and drive revenue expansion opportunity through cross‑sell/up‑sell. Before partnering with New Harbor Capital in late 2022, Escalon completed two significant acquisitions which tripled the revenue of the company and expanded the FinOps capabilities of the platform. Continued corporate development is a key value driver for the business going forward, with a highly fragmented market of service providers, often individually unable to scale due to lack of technology‑enablement and offshore capabilities. In late 2022, New Harbor Capital made a growth equity investment in Escalon Services. About New Harbor Capital New Harbor Capital is an experienced, lower middle‑market private equity firm that seeks to partner with growth‑minded, founder‑owned companies. Based out of Chicago, New Harbor Capital is committed to optimizing the growth potential of its portfolio companies while respecting their long‑term visions. The firm was founded on the belief that mutual respect and collaboration lead to successful outcomes. New Harbor recognizes the importance of finding the right partner, and the firm is committed to helping its portfolio companies and their leadership maximize both personal and financial goals. As a strategic partner, New Harbor taps into decades of experience to guide businesses through challenging economic cycles and market conditions. New Harbor Capital has raised over $750M in capital across three funds and focuses on tech‑enabled services, healthcare, and education services. #J-18808-Ljbffr
    $109k-164k yearly est. 5d ago
  • Director-Business Operations

    American Express 4.8company rating

    New York, NY jobs

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The Global Merchant & Network Services (GMNS) Business Unit acquires and maintains relationships with millions of merchants who welcome American Express-branded cards. The Global Client Group (GCG) in Global Merchant & Network Services serves American Express' largest and most complex global merchants across retail, online and travel-related industries representing over $300B+ of charge volume. Our vision is to be the partner of choice to drive global commerce. Our mission is to drive revenue growth through premium value, service excellence, and high-touch customer engagement. How will you make an impact in this role? This newly created Director of Business Operations role is responsible for strengthening how the Global Client Group (GCG) delivers for its customers by driving operational discipline, effective risk management, and strong control execution across our global organization. This leader will partner closely with Client Managers (CLMs), GCG leadership, and enterprise stakeholders to ensure processes and controls are well designed, clearly understood, and consistently executed - supporting reliable, high-quality outcomes for American Express and our merchant customers. This role is critical to improving our risk and control function and offers meaningful visibility, closer partnership with senior leadership, and the opportunity to materially improve how the business operates. The Director will be successful by leveraging a strong risk skillset, superior stakeholder engagement abilities, and a passion for supporting a global organization through critical changes. Key Responsibilities Include: * Manage day to day business operations and risk execution for GCG, serving as a central point of accountability for how operational risk, controls, and core processes are managed and delivered. * Embed operational and control rigor into how GCG serves its customers, ensuring risks are identified early, issues are addressed decisively, and customer experience is protected. * Partner closely with Client Managers to understand business and customer needs, translating those insights into practical process and control enhancements, and working with CLMs to implement changes. * Drive consistency and uplift across GCG processes and controls, leading the design, implementation, and adoption of improved standards, procedures, and operating practices. * Monitor, analyze, and drive resolution of Operational Risk Events (OREs), finding, and issues, identifying root causes, surfacing trends, removing roadblocks, and ensuring timely closure. * Represent GCG in Guardian and enterprise risk initiatives, orchestrating inputs, managing follow-ups, and ensuring outcomes are delivered. * Analyze risk performance and operational data to surface emerging risks, highlight areas of concern, and provide clear, actionable insights to senior leaders. * Support governance forums and risk committees by raising key issues, informing discussions, and tracking actions through to completion * Contribute to longer -term operational and automation solutions by defining business requirements for product roadmaps and ensuring new capabilities improve control effectiveness and execution quality. * Own and lead execution across multiple, cross-functional initiatives, holding team accountable for delivery and ensuring operational and control changes move from design through implementation across GCG. Minimum Qualifications: * 5-7+ years of experience in business operations, operational risk, control management, audit, or related roles. * Strong understanding of the operational risk management lifecycle. * Experience in designing and implementing processes and controls in partnership with business teams. * Proven ability to influence stakeholders across business, technology, and risk functions. * Track record of driving delivery across multiple initiatives in complex environments. * Strong analytical and problem-solving skills, with sound judgement. * Clear, concise communicator - comfortable operating with senior stakeholders. * Hands-on leadership style with high accountability and follow through. * Bachelor's Degree required. Salary Range: $123,000.00 to $215,250.00 annually + bonus + equity (if applicable) + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: **************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions
    $123k-215.3k yearly 1d ago
  • Director-Business Operations

    American Express 4.8company rating

    New York, NY jobs

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The Global Merchant & Network Services (GMNS) Business Unit acquires and maintains relationships with millions of merchants who welcome American Express-branded cards. The Global Client Group (GCG) in Global Merchant & Network Services serves American Express' largest and most complex global merchants across retail, online and travel-related industries representing over $300B of charge volume. Our vision is to be the partner of choice to drive global commerce. Our mission is to drive revenue growth through premium value, service excellence, and high-touch customer engagement. **How will you make an impact in this role?** This newly created Director of Business Operations role is responsible for strengthening how the Global Client Group (GCG) delivers for its customers by driving operational discipline, effective risk management, and strong control execution across our global organization. This leader will partner closely with Client Managers (CLMs), GCG leadership, and enterprise stakeholders to ensure processes and controls are well designed, clearly understood, and consistently executed - supporting reliable, high-quality outcomes for American Express and our merchant customers. This role is critical to improving our risk and control function and offers meaningful visibility, closer partnership with senior leadership, and the opportunity to materially improve how the business operates. The Director will be successful by leveraging a strong risk skillset, superior stakeholder engagement abilities, and a passion for supporting a global organization through critical changes. **Key Responsibilities Include:** + Manage day to day business operations and risk execution for GCG, serving as a central point of accountability for how operational risk, controls, and core processes are managed and delivered. + Embed operational and control rigor into how GCG serves its customers, ensuring risks are identified early, issues are addressed decisively, and customer experience is protected. + Partner closely with Client Managers to understand business and customer needs, translating those insights into practical process and control enhancements, and working with CLMs to implement changes. + Drive consistency and uplift across GCG processes and controls, leading the design, implementation, and adoption of improved standards, procedures, and operating practices. + Monitor, analyze, and drive resolution of Operational Risk Events (OREs), finding, and issues, identifying root causes, surfacing trends, removing roadblocks, and ensuring timely closure. + Represent GCG in Guardian and enterprise risk initiatives, orchestrating inputs, managing follow-ups, and ensuring outcomes are delivered. + Analyze risk performance and operational data to surface emerging risks, highlight areas of concern, and provide clear, actionable insights to senior leaders. + Support governance forums and risk committees by raising key issues, informing discussions, and tracking actions through to completion + Contribute to longer -term operational and automation solutions by defining business requirements for product roadmaps and ensuring new capabilities improve control effectiveness and execution quality. + Own and lead execution across multiple, cross-functional initiatives, holding team accountable for delivery and ensuring operational and control changes move from design through implementation across GCG. **Minimum Qualifications:** + 5-7 years of experience in business operations, operational risk, control management, audit, or related roles. + Strong understanding of the operational risk management lifecycle. + Experience in designing and implementing processes and controls in partnership with business teams. + Proven ability to influence stakeholders across business, technology, and risk functions. + Track record of driving delivery across multiple initiatives in complex environments. + Strong analytical and problem-solving skills, with sound judgement. + Clear, concise communicator - comfortable operating with senior stakeholders. + Hands-on leadership style with high accountability and follow through. + Bachelor's Degree required. **Qualifications** Salary Range: $123,000.00 to $215,250.00 annually bonus equity (if applicable) benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions **Job:** Risk **Primary Location:** US-New York-New York **Schedule** Full-time **Req ID:** 26000525
    $123k-215.3k yearly 1d ago
  • Insurance Operations Director: Strategy & Transformation

    Price Waterhouse Coopers 4.5company rating

    Chicago, IL jobs

    A global consulting firm is seeking an experienced Director in Insurance Operations in Chicago, Illinois. The ideal candidate will direct operations, lead business development, and foster client relationships, ensuring the optimization of service delivery and client satisfaction. This role requires at least 15 years of experience in consulting within the insurance industry, a Bachelor's degree, and the ability to mentor and develop team members. A competitive salary and a wide range of benefits are offered, including medical, dental, and 401k. #J-18808-Ljbffr
    $96k-129k yearly est. 2d ago
  • Insurance Operations Director: Strategy & Transformation

    Price Waterhouse Coopers 4.5company rating

    Dallas, TX jobs

    A leading global consulting firm seeks a Director in Operations Consulting to drive business growth and optimize insurance operations. You will lead strategic initiatives, mentor teams, and enhance customer service processes. The ideal candidate has at least 15 years of experience in consulting and insurance, along with a Bachelor's degree. This role is essential for maintaining executive-level relationships and ensuring customer satisfaction through effective management. A competitive salary ranging from $155,000 to $410,000 is offered, with various benefits applicable. #J-18808-Ljbffr
    $96k-127k yearly est. 5d ago

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