Senior Officer jobs at International Finance Bank - 402 jobs

WHAT IS THE OPPORTUNITY? Internal Controls Officer is responsible for providing independent and objective oversight of the management of risks arising from City National Bank's business processes, people, systems or external events. The team is responsible for providing governance and oversight to enhance the control environment to ensure successful remediation of operational risk exposures. This includes providing practical guidance, functional expertise, strategic direction, and execution rigor to significant operational risk remediation activities. The Senior Officer is responsible for challenging the quality, sufficiency, and completeness of 1LOD risk remediation and control management activities for moderate to high-risk initiatives in compliance with the Issue Management Policy and Standard and the Internal Controls Management Policy (ICMP) and Standard and for communication outcomes of objective assessment through escalation and reporting to Senior Management as necessary. WHAT WILL YOU DO? * Conduct review and challenge of remediation initiatives to ensure operational risk exposures associated with known control deficiencies are addressed. This includes providing challenge throughout the Issue Management Lifecycle, which may include issue data details; root cause analysis; action plan; material issue changes; management's completion of the required and/or committed corrective actions with supporting evidence; and sustainability. * Conduct review and challenge of controls implemented. This includes providing feedback to risk and control owners and control assessment teams related to the following control management activities: control identification to match appropriate controls with identified risk exposures to lower the residual risk level; completeness and robustness of control documentation; reasonableness of control assessment approach and sample selection; consistency of design effectiveness and operating effectiveness conclusions with supporting evidence; and appropriateness of documented issues and action plans to remediate identified control failure. * Ensures work is produced and documented in alignment with quality and content requirements. * Provides clear and transparent updates on remediation progress * Exercises independent judgment in identifying and assessing risk. * Prepares, reviews, and presents review and challenge results to Leadership, including outlining the risk of control deficiencies * Ensures observations and findings are documented and escalated to appropriate leadership. * Exercises effective communication and promotes positive client relations with business line colleagues and management * Maintains authoritative knowledge and understanding of laws and regulations, regulatory guidance, policy, and procedures for operational functions covered. * Provides 2LOD audit and regulatory exam support. * Executes additional departmental initiatives and other duties as assigned. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 7 years of experience in financial services industry, with at least five years in an operational risk management, internal audit, or compliance role * Minimum 3 years of control assessment and validation experience * Minimum 1 year of supervisory experience *Additional Qualifications* * Bachelor's degree or higher and other professional qualifications such as a CPA, CA, etc. * Strong business knowledge of financial services * Understanding of Risk Management/Operational Risk Management and Internal Controls testing methodology * Strong knowledge of issue management practices with proven experience in issue management design and/or execution * Ability to handle complexity and ambiguity * Proven track record building strong relationships across multiple business functions * Ability to deal effectively with conflict * Well-developed influencing, analytical and problem solving skills * Must be able to convey complex concepts in a clear and concise manner * Ability to work independently with effective time and project management * Ability to work in a matrix environment * Strong interpersonal/teamwork skills * Strong communication (verbal and written), negotiation, and presentation skills required *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $77,000 - $143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

WHAT IS THE OPPORTUNITY? Internal Controls Officer is responsible for providing independent and objective oversight of the management of risks arising from City National Bank's business processes, people, systems or external events. The team is responsible for providing governance and oversight to enhance the control environment to ensure successful remediation of operational risk exposures. This includes providing practical guidance, functional expertise, strategic direction, and execution rigor to significant operational risk remediation activities. The Senior Officer is responsible for challenging the quality, sufficiency, and completeness of 1LOD risk remediation and control management activities for moderate to high-risk initiatives in compliance with the Issue Management Policy and Standard and the Internal Controls Management Policy (ICMP) and Standard and for communication outcomes of objective assessment through escalation and reporting to Senior Management as necessary. WHAT WILL YOU DO? * Conduct review and challenge of remediation initiatives to ensure operational risk exposures associated with known control deficiencies are addressed. This includes providing challenge throughout the Issue Management Lifecycle, which may include issue data details; root cause analysis; action plan; material issue changes; management's completion of the required and/or committed corrective actions with supporting evidence; and sustainability. * Conduct review and challenge of controls implemented. This includes providing feedback to risk and control owners and control assessment teams related to the following control management activities: control identification to match appropriate controls with identified risk exposures to lower the residual risk level; completeness and robustness of control documentation; reasonableness of control assessment approach and sample selection; consistency of design effectiveness and operating effectiveness conclusions with supporting evidence; and appropriateness of documented issues and action plans to remediate identified control failure. * Ensures work is produced and documented in alignment with quality and content requirements. * Provides clear and transparent updates on remediation progress * Exercises independent judgment in identifying and assessing risk. * Prepares, reviews, and presents review and challenge results to Leadership, including outlining the risk of control deficiencies * Ensures observations and findings are documented and escalated to appropriate leadership. * Exercises effective communication and promotes positive client relations with business line colleagues and management * Maintains authoritative knowledge and understanding of laws and regulations, regulatory guidance, policy, and procedures for operational functions covered. * Provides 2LOD audit and regulatory exam support. * Executes additional departmental initiatives and other duties as assigned. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 7 years of experience in financial services industry, with at least five years in an operational risk management, internal audit, or compliance role * Minimum 3 years of control assessment and validation experience * Minimum 1 year of supervisory experience *Additional Qualifications* * Bachelor's degree or higher and other professional qualifications such as a CPA, CA, etc. * Strong business knowledge of financial services * Understanding of Risk Management/Operational Risk Management and Internal Controls testing methodology * Strong knowledge of issue management practices with proven experience in issue management design and/or execution * Ability to handle complexity and ambiguity * Proven track record building strong relationships across multiple business functions * Ability to deal effectively with conflict * Well-developed influencing, analytical and problem solving skills * Must be able to convey complex concepts in a clear and concise manner * Ability to work independently with effective time and project management * Ability to work in a matrix environment * Strong interpersonal/teamwork skills * Strong communication (verbal and written), negotiation, and presentation skills required *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $77,000 - $143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

WHAT IS THE OPPORTUNITY? Internal Controls Officer is responsible for providing independent and objective oversight of the management of risks arising from City National Bank's business processes, people, systems or external events. The team is responsible for providing governance and oversight to enhance the control environment to ensure successful remediation of operational risk exposures. This includes providing practical guidance, functional expertise, strategic direction, and execution rigor to significant operational risk remediation activities. The Senior Officer is responsible for challenging the quality, sufficiency, and completeness of 1LOD risk remediation and control management activities for moderate to high-risk initiatives in compliance with the Issue Management Policy and Standard and the Internal Controls Management Policy (ICMP) and Standard and for communication outcomes of objective assessment through escalation and reporting to Senior Management as necessary. WHAT WILL YOU DO? * Conduct review and challenge of remediation initiatives to ensure operational risk exposures associated with known control deficiencies are addressed. This includes providing challenge throughout the Issue Management Lifecycle, which may include issue data details; root cause analysis; action plan; material issue changes; management's completion of the required and/or committed corrective actions with supporting evidence; and sustainability. * Conduct review and challenge of controls implemented. This includes providing feedback to risk and control owners and control assessment teams related to the following control management activities: control identification to match appropriate controls with identified risk exposures to lower the residual risk level; completeness and robustness of control documentation; reasonableness of control assessment approach and sample selection; consistency of design effectiveness and operating effectiveness conclusions with supporting evidence; and appropriateness of documented issues and action plans to remediate identified control failure. * Ensures work is produced and documented in alignment with quality and content requirements. * Provides clear and transparent updates on remediation progress * Exercises independent judgment in identifying and assessing risk. * Prepares, reviews, and presents review and challenge results to Leadership, including outlining the risk of control deficiencies * Ensures observations and findings are documented and escalated to appropriate leadership. * Exercises effective communication and promotes positive client relations with business line colleagues and management * Maintains authoritative knowledge and understanding of laws and regulations, regulatory guidance, policy, and procedures for operational functions covered. * Provides 2LOD audit and regulatory exam support. * Executes additional departmental initiatives and other duties as assigned. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 7 years of experience in financial services industry, with at least five years in an operational risk management, internal audit, or compliance role * Minimum 3 years of control assessment and validation experience * Minimum 1 year of supervisory experience *Additional Qualifications* * Bachelor's degree or higher and other professional qualifications such as a CPA, CA, etc. * Strong business knowledge of financial services * Understanding of Risk Management/Operational Risk Management and Internal Controls testing methodology * Strong knowledge of issue management practices with proven experience in issue management design and/or execution * Ability to handle complexity and ambiguity * Proven track record building strong relationships across multiple business functions * Ability to deal effectively with conflict * Well-developed influencing, analytical and problem solving skills * Must be able to convey complex concepts in a clear and concise manner * Ability to work independently with effective time and project management * Ability to work in a matrix environment * Strong interpersonal/teamwork skills * Strong communication (verbal and written), negotiation, and presentation skills required *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $77,000 - $143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

JobID: 210677888 JobSchedule: Full time JobShift: Day Base Pay/Salary: Irvine,CA $88,350.00-$139,000.00; Chicago,IL $88,350.00-$139,000.00 Bring your expertise to JPMorganChase. As part of Risk Management and Compliance, you are at the center of keeping JPMorganChase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As an Environmental Credit Risk Associate on the Commercial and Investment Bank Credit Risk Management Team, you will be responsible for reviewing and analyzing environmental reports for real estate lending transactions. You will utilize your quantitative and qualitative skills to analyze environmental credit risk for various lines of business. Our team is responsible for evaluating environmental risk through traditional lending activity. Job Responsibilities * Review environmental records/reports related to commercial real estate secured loan transactions. Prepare review memoranda. Procure environmental reports from qualified consultants when required in connection with guidelines and procedures. * Conduct collateral-asset analysis on real estate lending, management, and acquisition/ disposition processes. Serve as a link between Bank personnel and the information provided in environmental reports. Provide timely review, analyses, and recommendations. * For commercial real estate loans in default, obtain and review Phase I ESA's as well as other investigations or surveys from approved environmental firms. * Coordinate and monitor and/or manage requests for proposals, project scope definition, job award, and work-product review of environmental consultants. * Perform independent research of available resources to supplement environmental information in connection with real estate collateral. * Assist management with the development of standardized documentation in connection with environmental inspection checklists, questionnaires, and requests for service. * Perform special projects as assigned including analysis of environmental exposures in connection with bank acquisitions and audit responses. * Assist in qualifying environmental firms to perform work for the Bank. * Perform environmental reviews involving complex environmental reports and property situations, such as contaminated properties undergoing or in need of remediation. * Critically review scopes of work for Phase II subsurface investigations and remedial action plans. Required qualifications, capabilities, and skills * Concise oral and written communication skills; frequent interaction with internal managers, bankers, customers, external vendors, and other external representatives; networking with industry peers; make speeches or presentations; produce and distribute non-routine written materials with technical content, such as correspondence/memoranda, reports and information summaries. * Bachelor's degree or equivalent education in environmental sciences or related fields, and may hold other professional designations or certifications as appropriate depending on the nature of assignments (ie. Registered Environmental Assessor, Certified Asbestos Consultant, etc.). * At least seven years of experience administering environmental investigations, risk management and loss prevention programs with an environmental consultant, lender or property management firm protecting that organization's or clients' commercial real estate activities and assets.

WHAT IS THE OPPORTUNITY? Assists the Client Manager in supervising and participates in the operations, client service, and internal sales activities of the branch. Monitors and maintains operations procedures for compliance to regulations; plans and administers colleague schedules and internal workflow. They may assist the Client Manager in interviewing perspective new colleagues and providing development training for the internal sales/service team. This person will support internal sales activities including providing product and cross-sell opportunity identification training to their staff, recognizing referral/sales opportunities from the team, and making appropriate product/service recommendations to clients they interact with. WHAT WILL YOU DO? * Functions as part of a cohesive unit to service client transactions and is responsible for upholding the operational integrity of the branch as defined by management and bank policy. This colleague understands and is able to execute all functions of the daily processes, including, but not limited to, appropriate cash handling responsibilities. In addition, supports, develops, motivates, and coaches banking office sales/service colleagues. Is one of the experts in risk management and loss prevention. Partners with the CM in completing, monitoring and auditing branch certifications and operational reviews. Utilizes an organized approach to manage and prioritize daily activities to meet all deadlines. * Acts as a champion for clients and colleagues providing exemplary service. Partners with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients. * Promotes and facilitates cross-selling of bank services to existing and potential clients in order to meet established branch sales and referral goals. Works with business partners to deliver solutions in order to maintain and grow client relationships. Recognizes and recommends cross-selling opportunities to maximize banking office profitability. * Supports and partners with the CM to proactively develop colleagues to achieve results and accurately assess strengths. Provides feedback, mentoring, and opportunities for development to help colleagues achieve their full potential. Provides instructions and information to colleagues on regulatory procedures, bank policies, legal requirements and other banking standards. * Fully functional in delivering all components related to new accounts, including account maintenance, service requests, and risk management. Responsible for appropriately profiling clients during the new account process and actively identifies cross sell opportunities of CNB products and services. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years of direct sales experience required. * Minimum 3 years experience in a banking environment required. * Minimum 2 years of supervisory experience in branch operations required *Additional Qualifications* * Strong knowledge of Bank policies and procedures and regulatory compliance. * Good knowledge of Bank products and services. * Working knowledge of Bank audit procedures. * Strong interpersonal, verbal and written communication skills. * Ability to organize and prioritize work. * Strong problem solving skills. * Strong computer skills. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $24.46 - $36.69 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

This is a remote role that may be hired in several markets across the United States. We are seeking an experienced third-party risk professional to report to the Director of Third-Party Risk Oversight (TPRO). This role is critical in implementing and advancing oversight of a robust Third-Party risk framework, ensuring alignment with regulatory requirements and corporate objectives. The ideal candidate will have a strong background in Third Party risk, Third Party resiliency, operational risk management, and data-driven reporting. This position requires strong initiative, strategic thinking, and collaboration skills to support risk management efforts across the company. This role has key responsibilities for implementing organizational change through the development and execution of the Enterprise Risk Management and Operational Risk Management frameworks. * Develops and prepares Third Party reporting, metrics, and data to enhance the identification and management of risk. * Executes monitoring activities and recommends enhancement of frameworks through innovative tools or processes. * Provide effective challenge of Operational Risk Events, Loss Monitoring, and Risk Acceptances. * Develops collaborative partnerships with internal departments, external auditors, regulatory agencies, and other stakeholders to enhance cross-functional risk management capabilities. * Builds influential relationships with senior management within business units and supports escalation to board committees. * Effectively support one or more of the following Third-Party Risk Oversight activities: * Oversight of Cyber Risk Events and Third-Party vulnerabilities. * Execution of Third- and Fourth-Party oversight through committees, councils and working groups. * Collaboration in the development of approaches for evolving risks such as Artificial Intelligence and Third-Party Resiliency. * Execution of reviews over New Products and Services involving Third Parties. * Facilitation of Regulatory and Internal Audit requests and exams. Responsibilities * Responsibilities: * Governance * Develop, implement, and maintain an effective Third-Party risk governance framework that aligns with regulatory and industry standards. * Assist in the monitoring and effective challenge of risk governance processes, ensuring consistent risk management practices. * Aid in routines associated with effective committee management and outcomes. * Risk Appetite and Framework * Maintain the management processes to support the ongoing reporting of and efficacy of the organization's operational risk appetite. * Ensure alignment between risk appetite and strategic goals, fostering a balanced approach to risk taking. * Collaborate with stakeholders to review and adjust risk appetite as needed, ensuring responsiveness to evolving internal and external conditions. * Risk Reporting * Design and deliver comprehensive risk reports, dashboards, and analytics for senior leadership and board-level reporting. * Enhance reporting capabilities to provide actionable insights into risk exposure, emerging risks, and key trends. * Establish and manage the processes to ensure data accuracy, consistency, and transparency in all risk-related reporting and communications. Qualifications Bachelor's Degree and 6 years of experience in Enterprise Risk or Operational Risk, and Project Management or Internal/External Consulting OR High School Diploma or GED and 10 years of experience in Enterprise Risk or Operational Risk, and Project Management or Internal/External Consulting Preferred Qualifications: * In-depth knowledge of Third-Party risk, risk appetite methodologies, and regulatory requirements. * Proven experience in risk reporting and analytics, with strong data interpretation and communication skills. * Background in Third Party resiliency or Third-Party cyber risks preferred. * Experience with building out new processes, documenting procedures and monitoring successful execution of activities. * Exceptional communication, collaboration, and strategic thinking abilities. * Strong understanding of the financial services industry, operational processes, and risk mitigation techniques. * Strategic thinking and ability to align risk practices with business objectives. * Excellent communication and presentation skills, with the ability to influence and engage peers and stakeholders. Strong analytical and critical thinking skills. This job posting is expected to remain active for 45 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants. The base pay for this position is generally between $110,000.00 and $160,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************

Responsible for ensuring completion and delivery of commercial closing capabilities for all assigned loans. Serves as the first line of defense (1LoD), adhering to necessary controls to mitigate unnecessary exposure to risk. Responsible for closing each loan in an accurate and timely manner. Works as part of the account relationship team/deal team as the primary closing point of contact for RMs, Attorneys and Clients once term sheets are issued, with the specific responsibility to arrange for each loan to be documented and closed with the correct borrowing parties and per the agreed upon collateral and deal terms approved, in an accurate and timely manner. Primary Responsibilities: Responsible for closing each loan to the correct borrowing parties and per the agreed upon collateral and deal terms approved. Primary point of contact on the deal team, for closing, once term sheets are issued, works with internal and external stakeholders to set and update closing expectations and eventually issue the ‘Clear to Close' followed by verification that remaining closing capabilities are carried out in an accurate and timely manner, culminating with a handoff to the post close review team and relationship liaison. Identifies and outlines loan closing documentation and due diligence requirements for each loan, ensuring clear communication to and from internal and external sources; plans accordingly, and works in tandem with assigned Closing Officer on the deal to meet scheduled closing date. Promptly advises stakeholders of any identified issues, delays, or changes to the anticipated closing date. Upon receipt and final acceptable review of Commercial Closing Checklist from Closing Officer verifies all required documents are complete and accurate, and necessary data to close, fund (including dual controls properly addressed) and book have been captured correctly, then provides the deal team/relationship team a ‘Clear to Close' and confirms closing plan (Date, Location, Parties Attending etc.). Acts as the closing point of contact for involved parties to resolve issues and provide understanding around loan documentation and due diligence. Works with approved Bank counsel (as appropriate), as well as other Bank partners, to finalize the documenting, funding, and booking of the loan in accordance with Bank policies and procedures. Partners with designated team and other internal and external stakeholders to address discrepancies/issues found during due diligence, loan documentation, loan closing and review processes. Escalates issues as appropriate. Then coordinates with co-workers and Team Leader to troubleshoot and resolve escalated problem situations, exception requests, and deviations from day-to-day business processes. Review loan documents after closing for complete and proper execution; once review is complete and deemed acceptable, notification to Closing Officer that closing is complete and documents are received and acceptable, providing a copy so that Closing Officer can arrange funding and booking. Completes the Post Close Review subsequent to booking, (usually within 7-10 days after closing) and when satisfactory then makes a handoff to the post close review team and relationship liaison. Communicate and collaborate effectively with other departments and business partners in the Bank to establish exemplary partnerships with all co-workers and create a positive team environment. Manages time to be able to meet deadlines while potentially working with multiple partners on multiple and/or concurrent closing requests. Attends all Deal Team meetings related to loans assigned for closing. Reports customer complaints to the Office of Customer Advocacy when appropriate. Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Promotes an environment that supports a culture of belonging and reflects the M&T Bank brand. Completes other related duties as assigned. Scope of Responsibilities: The Commercial Closing capabilities include the following five functions: 1) validation of pre-close due diligence items, 2) arranging for and reviewing commercial loan documentation, 3) confirming alignment of the credit approval, loan documents and the loan system, along with finalizing the settlement sheet, the loan closing, and review of executed documents, 4) arranging and confirming loan funding, and 5) completion and submission of required data for loan booking followed by conducting and documenting a post-closing review. Responsible for providing approval of Clear to Close to the deal team/relationship team, confirmation of closing plan (Date, Location, Parties Attending etc.), receipt, review, and verification of executed documentation from closing and then provide the documentation to the Closing Officer to proceed with funding and booking. Subsequent to the funding and booking, will receive a copy of the Post Close Review from Closing Officer to validate and then will make a handoff to the post close review team and relationship liaison. Incumbent is viewed and expected to be a technical expert on the Commercial Closing process. Supervisory/Managerial Responsibilities: Provides coaching, leadership and mentoring to colleagues. Education and Experience Required: Bachelor's degree plus a minimum of four (4) years commercial loan closing, commercial loan documentation or commercial loan operations, or commercial loan administration experience or in lieu of a degree, a combined eight (8) years' higher education and/or work experience, to include four (4) years' commercial loan closing, commercial loan documentation or commercial loan operations, or commercial loan administration experience. Previous work leadership experience. Specific knowledge of the commercial closing process and procedures, loan documentation, loan policy, applicable regulations, and affiliated technology. Familiarity with Loan Approvals and Escalation/Exception Requirements, and potentially other approvals needed for closing. Ability to work individually as well as a member of a team. Self-motivated, well-organized individual with excellent attention to detail and critical thinking skills. Strong interpersonal skills necessary for business partner relationships within and outside organization. Ability to work under time constraints and handle multiple tasks in support of various assignments. Solid verbal and written communication skills. Knowledge of unit/department policies and procedures. Education and Experience Preferred: Knowledge of applicable products, systems, and workflows. Paralegal experience helpful as well as experience in lending operations, underwriting and customer service. Physical Requirements:M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $40.15 - $66.91 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBoston, Massachusetts, United States of America

is a hybrid role, 3 days in the office, within the M&T footprint** Responsible for ensuring completion and delivery of commercial closing capabilities for all assigned loans. Serves as the first line of defense (1LoD), adhering to necessary controls to mitigate unnecessary exposure to risk. Responsible for closing each loan in an accurate and timely manner. Works as part of the account relationship team/deal team as the primary closing point of contact for RMs, Attorneys and Clients once term sheets are issued, with the specific responsibility to arrange for each loan to be documented and closed with the correct borrowing parties and per the agreed upon collateral and deal terms approved, in an accurate and timely manner. **Primary Responsibilities:** + Responsible for closing each loan to the correct borrowing parties and per the agreed upon collateral and deal terms approved. + Primary point of contact on the deal team, for closing, once term sheets are issued, works with internal and external stakeholders to set and update closing expectations and eventually issue the 'Clear to Close' followed by verification that remaining closing capabilities are carried out in an accurate and timely manner, culminating with a handoff to the post close review team and relationship liaison. + Identifies and outlines loan closing documentation and due diligence requirements for each loan, ensuring clear communication to and from internal and external sources; plans accordingly, and works in tandem with assigned Closing Officer on the deal to meet scheduled closing date. Promptly advises stakeholders of any identified issues, delays, or changes to the anticipated closing date. Upon receipt and final acceptable review of Commercial Closing Checklist from Closing Officer verifies all required documents are complete and accurate, and necessary data to close, fund (including dual controls properly addressed) and book have been captured correctly, then provides the deal team/relationship team a 'Clear to Close' and confirms closing plan (Date, Location, Parties Attending etc.). + Acts as the closing point of contact for involved parties to resolve issues and provide understanding around loan documentation and due diligence. + Works with approved Bank counsel (as appropriate), as well as other Bank partners, to finalize the documenting, funding, and booking of the loan in accordance with Bank policies and procedures. + Partners with designated team and other internal and external stakeholders to address discrepancies/issues found during due diligence, loan documentation, loan closing and review processes. Escalates issues as appropriate. Then coordinates with co-workers and Team Leader to troubleshoot and resolve escalated problem situations, exception requests, and deviations from day-to-day business processes. + Review loan documents after closing for complete and proper execution; once review is complete and deemed acceptable, notification to Closing Officer that closing is complete and documents are received and acceptable, providing a copy so that Closing Officer can arrange funding and booking. + Completes the Post Close Review subsequent to booking, (usually within 7-10 days after closing) and when satisfactory then makes a handoff to the post close review team and relationship liaison. + Communicate and collaborate effectively with other departments and business partners in the Bank to establish exemplary partnerships with all co-workers and create a positive team environment. + Manages time to be able to meet deadlines while potentially working with multiple partners on multiple and/or concurrent closing requests. + Attends all Deal Team meetings related to loans assigned for closing. + Reports customer complaints to the Office of Customer Advocacy when appropriate. + Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Promotes an environment that supports a culture of belonging and reflects the M&T Bank brand. + Completes other related duties as assigned. **Scope of Responsibilities:** The Commercial Closing capabilities include the following five functions: 1) validation of pre-close due diligence items, 2) arranging for and reviewing commercial loan documentation, 3) confirming alignment of the credit approval, loan documents and the loan system, along with finalizing the settlement sheet, the loan closing, and review of executed documents, 4) arranging and confirming loan funding, and 5) completion and submission of required data for loan booking followed by conducting and documenting a post-closing review. Responsible for providing approval of Clear to Close to the deal team/relationship team, confirmation of closing plan (Date, Location, Parties Attending etc.), receipt, review, and verification of executed documentation from closing and then provide the documentation to the Closing Officer to proceed with funding and booking. Subsequent to the funding and booking, will receive a copy of the Post Close Review from Closing Officer to validate and then will make a handoff to the post close review team and relationship liaison. Incumbent is viewed and expected to be a technical expert on the Commercial Closing process. **Supervisory/Managerial Responsibilities:** Provides coaching, leadership and mentoring to colleagues. **Education and Experience Required:** Bachelor's degree plus a minimum of four (4) years commercial loan closing, commercial loan documentation or commercial loan operations, or commercial loan administration experience or in lieu of a degree, a combined eight (8) years' higher education and/or work experience, to include four (4) years' commercial loan closing, commercial loan documentation or commercial loan operations, or commercial loan administration experience. Previous work leadership experience. Specific knowledge of the commercial closing process and procedures, loan documentation, loan policy, applicable regulations, and affiliated technology. Familiarity with Loan Approvals and Escalation/Exception Requirements, and potentially other approvals needed for closing. Ability to work individually as well as a member of a team. Self-motivated, well-organized individual with excellent attention to detail and critical thinking skills. Strong interpersonal skills necessary for business partner relationships within and outside organization. Ability to work under time constraints and handle multiple tasks in support of various assignments. Solid verbal and written communication skills. Knowledge of unit/department policies and procedures. **Education and Experience Preferred:** Knowledge of applicable products, systems, and workflows. Paralegal experience helpful as well as experience in lending operations, underwriting and customer service. **Physical Requirements:** M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $40.15 - $66.91 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Boston, Massachusetts, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration. Meeder's advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a broad suite of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions. Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm. The CIO, Funds and Portfolios will provide oversight of the investment processes for all tactical proprietary and non-proprietary investment products managed by the firm. This role will provide leadership, supervision, and development of tactically related investment department associates. The CIO, Funds and Portfolios will contribute to Meeder's growth through tactically related product development, thought leadership, participation in client meetings, conferences and due diligences, and macro-and micro-firm strategy. Primary Responsibilities Oversee all tactical aspects of proprietary and non-proprietary mutual funds and portfolios Manage all individual stock selections for mutual funds and SMID portfolios Direct the selection of ETFs for all tactical mutual funds and non-proprietary portfolios Oversee the development, enhancement, and review of all quantitative models and factor-related decisions, including our tactical asset allocation model (TAM) and growth vs. value and international decisions Analyze and monitor critical macroeconomic issues for their potential impact on investment portfolios Participate in the firm's client communication process, including written, verbal, and multimedia reports covering portfolio performance, capital markets, and macroeconomic analysis, periodic travel to conferences and client events Interface with Meeder Advisor Consulting and Wealth Management teams regarding capital markets updates, changes to investment processes, and responding to questions for the marketplace Participate in new firm business development initiatives, including due diligence reviews and other client meetings as requested Foster ideas for investment product development Leadership of all tactical Investment Department associates including Director of Research, all tactical-related Portfolio Managers and Analysts and the Advisory Consulting Portfolio Management Team Executive Team participation Participate as requested in certain Executive Team meetings Involvement in applicable high-level initiatives, resource decisions and acquisitions Manage relevant responsibilities of long-term and short-term initiatives established by Executive Team Participation in quarterly Meeder Funds Board meetings, as necessary Critical Success Factors Critical Success Factors Strong experience leading and developing a team of investment professionals. Background in quantitative management of tactical investment portfolios, including factor research and risk model interpretation. In depth and current knowledge of macroeconomic environment, and an understanding of how economic variables impact portfolio risk exposures. Excellent presentations skills along with the ability to articulate complex finance and mathematical concepts in verbal and written form. Strong organization and time management skills with ability to multi-task. Excellent problem-solving skills and ability to find “outside the box” solutions. Skills Required Bachelor's degree required in Finance, Economics, Statistics, or other technical degree. Master's degree preferred. Professional designation or advanced degree such as CFA, CMT, MBA, etc. Minimum 15 years of multi-asset class experience in an investment-related capacity, including senior investment leadership and management experience. Strong knowledge base with portfolio management software applications, including Bloomberg, S&P Capital IQ, and risk model software.

Please send a resume should you be interested in the following Senior Associate - General Litigation/Professional Liability position in New York City. This is a full-time, permanent position with a partnership track. Salary depending on experience along with awesome bonus and benefits. If you're not interested, please pass it along to your colleagues as we do pay referral fees. Job Title: Senior Associate - General Litigation/Professional Liability Location: New York, New York Salary: $110,000 - $155,000 year, commensurate with experience. Opportunity for bonus and credit for business origination. Work Environment: Hybrid. Work from home most days a week once settled into the role. Bar Admissions: New York Billable hour requirement: 1950 hour minimum with bonus tiers for additional hours billed. Job Description: #LI-CB1 Midtown East NYC • Legal • Full-Time A national litigation firm is seeking a Senior Associate to join their New York office focusing on a variety of matters including, professional liability, coverage, cyber risks, general liability, first-party property and construction. This is an excellent opportunity for attorneys looking to take responsibility for the day-to-day management of a diverse case load while still being afforded the benefit of working in a team environment and receiving mentorship from partners with deep experience in these practice areas. This is a hybrid position, with a flexible mixture of remote and in-office attendance. Seeking candidates with: Current, active license to practice law in New York. Dual licensure with PA and/or NJ desirable; Minimum of 6 years' experience in civil litigation including experience in drafting pleadings, written discovery; motions and other related litigation documents; taking and defending depositions; reporting to clients and/or insurance carriers; and other facets of the litigation process; Prior professional liability experience a plus; Excellent legal research, writing and advocacy skills; Ability to multitask and manage multiple deadlines; Strong interpersonal and presentation skills; Proven ability to analyze complex legal issues and produce top quality work; A willingness to be proactive and take ownership of projects and assignments; Experience handling mediations/arbitrations desirable. This position offers exponential opportunities for career advancement within a well-established, but growing organization. This firm's attorneys work on sophisticated and challenging matters in a collaborative team environment. Associates take ownership of case management (along with a supervising partner) and have the ability to handle all aspects of a file from inception through resolution/trial.

As a Trust Officer, you'll play a key role in managing and administering trust accounts, ensuring compliance with legal and regulatory standards, and fulfilling the terms of trust instruments. You'll build lasting relationships with clients and beneficiaries, offering expert guidance on trust and estate matters. You'll also collaborate with Private Bankers and Portfolio Managers to support Investment Management & Trust sales opportunities and client relationship reviews. Positions available in Orlando, South Miami, and Ponte Vedra FL. What You'll Do * Trust Administration: Manage trust accounts in accordance with legal, regulatory, and fiduciary standards. * Distributions: Ensure timely and accurate income and principal distributions to beneficiaries. * Risk Management: Identify and mitigate risks associated with trust administration. * Client Engagement: Communicate trust provisions clearly and help clients align trust strategies with their financial goals. * Documentation: Maintain comprehensive records of trust transactions, correspondence, and legal documents. * Professional Collaboration: Partner with legal, tax, and other professionals to manage complex trust accounts. * Compliance: Ensure adherence to all applicable laws, regulations, and internal policies. * Teamwork: Collaborate with Wealth team members and internal partners to deliver a seamless client experience. * Business Development: Build a network of internal and external contacts to attract new client relationships. * Industry Awareness: Stay current on legal and regulatory developments impacting trust administration. * Growth & Visibility: Participate in community events to enhance visibility and attract prospects. Requirements For Success * Experience & Education * Bachelor's degree in a business-related field or equivalent experience. * 5+ years of experience in trust administration. * Proven success in building and maintaining client relationships. * Experience settling estates and managing unique assets. * Skills & Competencies * Strong knowledge of trust and estate laws, tax regulations, and fiduciary responsibilities. * Ability to work independently and collaboratively within a team. * Excellent interpersonal skills and professional presence. * Strong analytical, verbal, and written communication skills. * Preferred Qualifications * Advanced certifications such as JD, CTFA, or CFP. Conditions of Employment * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position with flexibility, including evenings and weekends as needed. FLSA Status: * Exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $0.00 - USD $0.00 /Yr.

Trust Officer - Dayton Market Identifying Information: Department : Wealth Department Reports To: Josh Shapiro, Senior Vice President & Director of Trust Services Status: Full-time Salaried Exempt Officer Location : LCNB Main Office, 2 N. Broadway St. Lebanon, OH 45036 Hours : Monday - Friday, 8 am - 5 pm Compensation : Base salary, commission, and annual bonus Position Purpose: LCNB National Bank is seeking a Trust Officer to join our Wealth Department, supporting the Dayton, Ohio market. The Trust Officer will provide personalized, high-quality wealth management and fiduciary services to LCNB Wealth clients in the Dayton area. This individual will collaborate with internal teams and engage external partners to proactively develop, strengthen, and maintain client relationships, contributing to LCNB's overall growth in the Dayton market. Essential Duties and Responsibilities: Build meaningful relationships with clients by understanding their priorities and values, and educating them about Wealth Management strategies Provide expert administration of assigned accounts including personal trusts, estates, managed agency accounts, and IRAs Research and resolve complex Wealth Management issues, as needed Collaborate with internal partners to maintain current knowledge of LCNB products and capabilities and to identify opportunities to broaden client relationships Collaborate and cultivate relationships with internal and external centers of influence to expand and generate client relationships Join professional organizations and attend associated networking and continuing education opportunities Adhere to compliance requirements and risk management concepts, expectations, and policies and procedures Become involved in the local community and surrounding areas Required Competencies/Skills 5+ years of experience in Trust or Wealth Management related fields 5+ years in a client facing role Minimum of a Bachelor's degree Desired Competencies/Skills Advanced degree or certification such as Juris Doctorate, CFP, CFA, CTFA Customer focused with strong interpersonal skills Ability to develop and cultivate new Wealth relationships Analytical thinking with keen attention to detail Demonstrated ability to work independently and collaboratively in a team environment Excellent written and verbal communication skills Empathetic and compassionate approach to client and team interactions Proficient in Microsoft Office (basic to intermediate level) Self-motivated and adaptable to change Ability to tailor communication style to different audiences Strong reasoning, problem-solving, and critical-thinking abilities Highly observant with strong attention to detail Working Conditions: Ability to remain in a stationary position up to 75% of the time Occasionally move/traverse to access files and equipment Constantly operates a computer and other office equipment Occasionally lift up to 10 lbs. Partial remote work opportunity available Compliance Statement: The associate is responsible for meeting all compliance requirements imposed on LCNB National Bank by State and Federal law and regulations, as well as all related LCNB National Bank policies and procedures. Incumbent must be able to perform the essential functions of the position with or without reasonable accommodation. Equal Opportunity Employer/Disability/Veterans.

Trust Officer - Cincinnati Market Identifying Information: * Department: Wealth Department * Reports To: Josh Shapiro, Senior Vice President & Director of Trust Services * Status: Full-time Salaried Exempt Officer * Hours: Monday - Friday, 8 am - 5 pm * Compensation: Base salary, commission, and annual bonus Position Purpose: LCNB National Bank is seeking a Trust Officer to join our Wealth Department, supporting the Cincinnati, Ohio market. The Trust Officer will provide personalized, high-quality wealth management and fiduciary services to LCNB Wealth clients in the Cincinnati area. This individual will collaborate with internal teams and engage external partners to proactively develop, strengthen, and maintain client relationships, contributing to LCNB's overall growth in the Cincinnati market. Essential Duties and Responsibilities: * Build meaningful relationships with clients by understanding their priorities and values, and educating them about Wealth Management strategies * Provide expert administration of assigned accounts including personal trusts, estates, managed agency accounts, and IRAs * Research and resolve complex Wealth Management issues, as needed * Collaborate with internal partners to maintain current knowledge of LCNB products and capabilities and to identify opportunities to broaden client relationships * Collaborate and cultivate relationships with internal and external centers of influence to expand and generate client relationships * Join professional organizations and attend associated networking and continuing education opportunities * Adhere to compliance requirements and risk management concepts, expectations, and policies and procedures * Become involved in the local community and surrounding areas Required Competencies/Skills * 5+ years of experience in Trust or Wealth Management related fields * 5+ years in a client facing role * Minimum of a Bachelor's degree Desired Competencies/Skills * Advanced degree or certification such as Juris Doctorate, CFP, CFA, CTFA * Customer focused with strong interpersonal skills * Ability to develop and cultivate new Wealth relationships * Analytical thinking with keen attention to detail * Demonstrated ability to work independently and collaboratively in a team environment * Excellent written and verbal communication skills * Empathetic and compassionate approach to client and team interactions * Proficient in Microsoft Office (basic to intermediate level) * Self-motivated and adaptable to change * Ability to tailor communication style to different audiences * Strong reasoning, problem-solving, and critical-thinking abilities * Highly observant with strong attention to detail Working Conditions: * Ability to remain in a stationary position up to 75% of the time * Occasionally move/traverse to access files and equipment * Constantly operates a computer and other office equipment * Occasionally lift up to 10 lbs. * Partial remote work opportunity available Compliance Statement: The associate is responsible for meeting all compliance requirements imposed on LCNB National Bank by State and Federal law and regulations, as well as all related LCNB National Bank policies and procedures. Incumbent must be able to perform the essential functions of the position with or without reasonable accommodation. Equal Opportunity Employer/Disability/Veterans.

Trust Officer - Dayton Market Identifying Information: * Department: Wealth Department * Reports To: Josh Shapiro, Senior Vice President & Director of Trust Services * Status: Full-time Salaried Exempt Officer * Hours: Monday - Friday, 8 am - 5 pm * Compensation: Base salary, commission, and annual bonus Position Purpose: LCNB National Bank is seeking a Trust Officer to join our Wealth Department, supporting the Dayton, Ohio market. The Trust Officer will provide personalized, high-quality wealth management and fiduciary services to LCNB Wealth clients in the Dayton area. This individual will collaborate with internal teams and engage external partners to proactively develop, strengthen, and maintain client relationships, contributing to LCNB's overall growth in the Dayton market. Essential Duties and Responsibilities: * Build meaningful relationships with clients by understanding their priorities and values, and educating them about Wealth Management strategies * Provide expert administration of assigned accounts including personal trusts, estates, managed agency accounts, and IRAs * Research and resolve complex Wealth Management issues, as needed * Collaborate with internal partners to maintain current knowledge of LCNB products and capabilities and to identify opportunities to broaden client relationships * Collaborate and cultivate relationships with internal and external centers of influence to expand and generate client relationships * Join professional organizations and attend associated networking and continuing education opportunities * Adhere to compliance requirements and risk management concepts, expectations, and policies and procedures * Become involved in the local community and surrounding areas Required Competencies/Skills * 5+ years of experience in Trust or Wealth Management related fields * 5+ years in a client facing role * Minimum of a Bachelor's degree Desired Competencies/Skills * Advanced degree or certification such as Juris Doctorate, CFP, CFA, CTFA * Customer focused with strong interpersonal skills * Ability to develop and cultivate new Wealth relationships * Analytical thinking with keen attention to detail * Demonstrated ability to work independently and collaboratively in a team environment * Excellent written and verbal communication skills * Empathetic and compassionate approach to client and team interactions * Proficient in Microsoft Office (basic to intermediate level) * Self-motivated and adaptable to change * Ability to tailor communication style to different audiences * Strong reasoning, problem-solving, and critical-thinking abilities * Highly observant with strong attention to detail Working Conditions: * Ability to remain in a stationary position up to 75% of the time * Occasionally move/traverse to access files and equipment * Constantly operates a computer and other office equipment * Occasionally lift up to 10 lbs. * Partial remote work opportunity available Compliance Statement: The associate is responsible for meeting all compliance requirements imposed on LCNB National Bank by State and Federal law and regulations, as well as all related LCNB National Bank policies and procedures. Incumbent must be able to perform the essential functions of the position with or without reasonable accommodation. Equal Opportunity Employer/Disability/Veterans.

Job Classification: Finance & Accounting - Finance & Accounting A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you can expect: * Assist in the annual budgeting and quarterly forecasting processes * Collaborate with team members and business partners to gather and analyze financial data * Help maintain financial models and tools (e.g., Anaplan) used for forecasting and planning * Prepare and review monthly and quarterly financial reports, including variance analysis * Support the development of presentation materials for leadership meetings * Participate in benchmarking studies and competitive analysis * Contribute to process improvement initiatives within the finance team * Gain exposure to strategic projects and cross-functional collaboration The current employee work arrangement for this position is Hybrid and requires your on-site presence on a reoccurring basis as determined by your business. Your manager will provide additional details relative to the specific number of days you are expected to be on-site. What you will need: * Bachelor's degree in Finance, Accounting, Economics, or a related field * Strong analytical and problem-solving skills * Excellent attention to detail and organizational abilities * Effective written and verbal communication skills * Proficiency in Microsoft Excel and other MS Office tools * Eagerness to learn, grow, and contribute in a team-oriented environment * Internship or academic project experience in finance or data analysis is a plus * PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $70,000 to $80,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. What we offer you: * Market competitive base salaries, with a yearly bonus potential at every level. * Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. * 401(k) plan with company match (up to 4%). * Company-funded pension plan. * Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. * Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. * Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. * Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.

What to Expect Work on high-impact and diverse projects- You will have the opportunity to advise management on emerging industry trends and key business decisions, optimize key processes, and orchestrate key initiatives. Your work will be important to our business growth and sustainability, and cover a broad spectrum of topics. Own your initiative from end to end- You get to experience the full product cycle - from conception of an idea, to product launch, and ongoing KPI monitoring. You get to see the results of your recommendations & decisions with live data reporting. You get to truly own initiatives that you help to design & continuously improve, from end to end. Learn something new every day- Most if not all projects at Crypto.com are cross-functional, meaning you will be sitting at a roundtable or brainstorming on a whiteboard with colleagues & experts from diverse backgrounds - blockchain engineering, mobile development, design, cybersecurity, customer acquisition, fraud management, banking & finance… What You'll Do In this role, you will spearhead the strategic direction of our core products including our Main App Trading, Loyalty Programs, VISA Card and Pay, among others. Below are some activities you may find yourself doing: Strategic Visionary: Assisting the Strategy team to conceptualize, execute and monitor key strategic initiatives aimed at driving commercial success Subject Matter Expertise: Develop deep subject matter expertise in Crypto CEX trading, Loyalty Program Design, Crypto Payments and other relevant domains Pricing Strategy Optimization: Developing optimal pricing strategies for our all core products (proficiency in Excel modeling and generating data-driven insights is expected) Market Research & Analysis: Developing thematic research memos to advise on market/ sub-sector strategy; Project Coordination & Management: Coordinating cross-functional projects end-to-end from timeline/ deliverable planning to tracking/ reporting; Product Development: Designing & drafting requirements for a new product or feature; Performance Evaluation & Optimization: Deciding & analyzing product KPIs and recommending improvements to drive revenue and user engagement Strategic Partnerships & Investments: Evaluating & driving strategic and investment opportunities Business Projection & Analysis: Projecting business results and engage in strategic discussions with management regarding implications & strategic pivots Overall, you will shoulder the important responsibilities of: (a) At a product level: Design & drive new features to success, (b) At a company level: Define & align business priorities with management, and (c) At an industry level: Generate insights & your own views on the market. What We Look For Below are some key traits we look for, and a list of indicators we watch out for during our screening. (Note that the list is not exhaustive, nor do we expect candidates to possess all traits at the same time.) We value the ability & drive to learn over past experience, as we believe in investing in learning of our team. Intellectual prowess & curiosity Bachelor's Degree in Business Administration, Finance or related field 1-3 years of work experience in a field requiring strong problem-solving skills, e.g., management consulting, investment banking, venture capital, equity research; Highly structured approach in thinking, analysis and output generation; Quick learner who is able to translate newly acquired knowledge into actionable insights; Proven ability to take initiative and be proactive in identifying and addressing challenges or opportunities, consistently anticipating and acting upon business needs. (Plus) Strong modeling skills; (Plus) Strong curiosity and a passion for continuous learning (Plus) Proficiency in SQL and Tableau (Plus) Track record in an extracurricular activity/ hobby, e.g., writing, arts, sports, etc.; Literacy in oral & written communication Clarity, conciseness and confidence in communication, e.g., experience communicating with senior stakeholders, public presentations and/ or teaching, a portfolio of writing samples, etc. Ownership, agility & teamwork Pursuit of excellence, always going the extra mile to level up the quality of insights and deliverables; Self-driven and organized, with a relentless focus on following through on alignments and delivering results effectively; High-level of adaptability, being able to quickly reprioritize and iterate based on latest developments; Excellent attention to detail; Collaborative approach to teamwork, demonstrated through coordinating a complex project across multiple work-streams, leading a project team, etc.; (Plus) Experience working with teams from diverse backgrounds, e.g., cross-cultural, cross-industry. #LI-Associate#LI-Remote ***************** Empowered to think big. Try new opportunities while working with a talented, ambitious and supportive team.Transformational and proactive working environment. Empower employees to find thoughtful and innovative solutions.Growth from within. We help to develop new skill-sets that would impact the shaping of your personal and professional growth.Work Culture. Our colleagues are some of the best in the industry; we are all here to help and support one another.One cohesive team. Engage stakeholders to achieve our ultimate goal - Cryptocurrency in every wallet. Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us - our internal mobility program offers employees a new scope. Are you ready to kickstart your future with us? BenefitsCompetitive salary Attractive annual leave entitlement including: birthday, work anniversary 401(k) plan with employer match Eligible for company-sponsored group health, dental, vision, and life/disability insurance Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope. Our Crypto.com benefits packages vary depending on region requirements, you can learn more from our talent acquisition team. About Crypto.com:Founded in 2016, Crypto.com serves more than 150 million customers and is the world's fastest growing global cryptocurrency platform. Our vision is simple: Cryptocurrency in Every Wallet™. Built on a foundation of security, privacy, and compliance, Crypto.com is committed to accelerating the adoption of cryptocurrency through innovation and empowering the next generation of builders, creators, and entrepreneurs to develop a fairer and more equitable digital ecosystem. Learn more at ******************* Crypto.com is an equal opportunities employer and we are committed to creating an environment where opportunities are presented to everyone in a fair and transparent way. Crypto.com values diversity and inclusion, seeking candidates with a variety of backgrounds, perspectives, and skills that complement and strengthen our team. Personal data provided by applicants will be used for recruitment purposes only. Please note that only shortlisted candidates will be contacted.

SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team. In this role, you will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans. Key responsibilities include coordinating account openings and portfolio administration, preparing client presentations, supporting trading and portfolio monitoring, handling client requests, and collaborating with tax and estate planning professionals. You'll work closely with senior team members to deliver a seamless and sophisticated client experience. The ideal candidate is organized, proactive, and team-oriented, with exceptional communication skills, strong attention to detail, and a commitment to delivering best-in-class service with discretion and professionalism. This role is located in Los Angeles, CA. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities • Support the implementation and maintenance of clients' investment and strategic financial plans • Coordinate account openings, transfers, and ongoing portfolio administration • Prepare customized client meeting materials, presentations, and reports • Monitor portfolios to ensure alignment with target asset allocations and investment guidelines • Confirm and track trading activity and other investment-related transactions • Serve as a point of contact for client inquiries, ensuring timely and accurate responses • Collaborate with tax advisors, estate planners, and other professionals to address clients' broader financial needs • Contribute to ad-hoc projects and analysis to enhance client service and operational efficiency • Maintain a high level of accuracy, organization, and discretion in handling confidential client information • Ensure all client-related activities are compliant with firm policies and regulatory standards Qualifications • Minimum of a Bachelor's degree in Finance, Economics or other related discipline • Interest in pursuing an advanced degree and or professional certification (CFA, CFP, etc.) preferred • 0-3 years of relevant professional experience • Strong proficiency in Microsoft Word, Excel, and PowerPoint (experience with applications such as Addepar or RedBlack would be additive) • Excellent organizational, prioritization, and time management skills • Analytical with a strong attention to detail; problem solve effectively • High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment • Strong written and oral communication skills The annualized base pay range for this role is expected to be between $70,000 - $90,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include a meaningful annual cash opportunity and a comprehensive benefits package. #LI-BG1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Identifying Information: Department : Wealth Reports To: David Hopper, Vice President Trust Officer Status : Full-Time Salaried Non-Exempt Hours : 8 am - 5 pm, Monday - Friday Position Purpose: LCNB National Bank is seeking an Associate Trust Officer that will assist in and support all aspects of Trust Administration by working closely with all members of the Wealth Management team. The incumbent will provide administrative support to Trust Officers, with the goal of ensuring that every potential and existing client has a positive experience and that established relationships are fostered and preserved over time. Essential Duties and Responsibilities: Assist Trust Officers with asset transfers and new account documentation Prepare Trust Committee meeting reports & packet that include agenda, pipeline recap, administrative reviews, new and closed accounts, and discretionary distributions Complete all trust terminations by obtaining necessary approvals and preparing all required documents including Notices of Proposed Distribution, Consent & Releases, and Asset Receipts Prepare Annuity/Safe Harbor recalculations Responsible for calculation, communication, and processing of required minimum distributions Participate in Real Estate Committee and conduct real estate reviews Participate in the Client Experience Committee Assist Compliance Officer with audit requests Maintain accurate client account files Track recurring distributions and process approvals for discretionary distributions Ensure bill payment requests and distributions are processed correctly Prepare medallion signature guarantees and notarizations Support court accountings Maintain irrevocable life insurance trust files Conduct IRA reviews Additional duties as assigned Qualifications/Education/Experience: Bachelor's degree or currently pursuing (preferred) Experience in a client-facing role (required) Trust Administration or Financial Services experience (preferred) Competencies/Skills Prioritize tasks and work both independently or as part of a team Ability to relate to and engage with clients of diverse backgrounds and experiences Client-focused and models professional, genuine demeanor Strong written and verbal communication skills with ability to effectively communicate with clients and other associates, as well as with third-party agencies Effectively manage multiple priorities Proactive problem-solver Flexible and adaptable to change Self-motivated Exceptional accuracy and attention to detail High integrity and dependability Basic to intermediate proficiency in Microsoft Office Ability to think, reason, and communicate clearly Working Conditions: Ability to remain in a stationary position up to 75% of the time. Ability to lift and carry up to 10 lbs. Occasionally move/traverse to access files and equipment. Constantly operates a computer and other office equipment. Compliance Statement: The associate is responsible for meeting all compliance requirements imposed on LCNB National Bank by State and Federal law and regulations, as well as all related LCNB National Bank policies and procedures. Incumbent must be able to perform the essential functions of the position with or without reasonable accommodation. Equal Opportunity Employer/Disability/Veterans.

Identifying Information: * Department: Wealth * Reports To: David Hopper, Vice President Trust Officer * Status: Full-Time Salaried Non-Exempt * Hours: 8 am - 5 pm, Monday - Friday LCNB National Bank is seeking an Associate Trust Officer that will assist in and support all aspects of Trust Administration by working closely with all members of the Wealth Management team. The incumbent will provide administrative support to Trust Officers, with the goal of ensuring that every potential and existing client has a positive experience and that established relationships are fostered and preserved over time. Essential Duties and Responsibilities: * Assist Trust Officers with asset transfers and new account documentation * Prepare Trust Committee meeting reports & packet that include agenda, pipeline recap, administrative reviews, new and closed accounts, and discretionary distributions * Complete all trust terminations by obtaining necessary approvals and preparing all required documents including Notices of Proposed Distribution, Consent & Releases, and Asset Receipts * Prepare Annuity/Safe Harbor recalculations * Responsible for calculation, communication, and processing of required minimum distributions * Participate in Real Estate Committee and conduct real estate reviews * Participate in the Client Experience Committee * Assist Compliance Officer with audit requests * Maintain accurate client account files * Track recurring distributions and process approvals for discretionary distributions * Ensure bill payment requests and distributions are processed correctly * Prepare medallion signature guarantees and notarizations * Support court accountings * Maintain irrevocable life insurance trust files * Conduct IRA reviews * Additional duties as assigned Qualifications/Education/Experience: * Bachelor's degree or currently pursuing (preferred) * Experience in a client-facing role (required) * Trust Administration or Financial Services experience (preferred) Competencies/Skills * Prioritize tasks and work both independently or as part of a team * Ability to relate to and engage with clients of diverse backgrounds and experiences * Client-focused and models professional, genuine demeanor * Strong written and verbal communication skills with ability to effectively communicate with clients and other associates, as well as with third-party agencies * Effectively manage multiple priorities * Proactive problem-solver * Flexible and adaptable to change * Self-motivated * Exceptional accuracy and attention to detail * High integrity and dependability * Basic to intermediate proficiency in Microsoft Office * Ability to think, reason, and communicate clearly Working Conditions: * Ability to remain in a stationary position up to 75% of the time. * Ability to lift and carry up to 10 lbs. * Occasionally move/traverse to access files and equipment. * Constantly operates a computer and other office equipment. Compliance Statement: The associate is responsible for meeting all compliance requirements imposed on LCNB National Bank by State and Federal law and regulations, as well as all related LCNB National Bank policies and procedures. Incumbent must be able to perform the essential functions of the position with or without reasonable accommodation. Equal Opportunity Employer/Disability/Veterans.