Senior Associate jobs at KSM

WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning. Compliance audits assessing the bank's compliance program to ensure processes are adequately designed and functioning effectively to meet regulatory requirements. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools. What you will do Assists with the development of audit budget estimates for respective area of focus. Assists with the development of the annual risk assessment and audit plan Leads and performs continuous monitoring activities periodically for the area assigned Maintains ongoing relationships with management of auditable units Tracks and manages audit resources to meet the audit budget and audit plan mandates. Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). Completes all required training. Acts as a role model/mentor to lower level Auditors Enhances and maintains morale of the audit staff Performs on-the-job training of lower level auditors Evaluates and provides performance feedback to lower level auditors Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance Participates in interviews and evaluations of new applicants. Keeps informed of new services, products and events that have a significant business and technology affect. Keeps abreast of changes in the business, regulatory, and accounting and control environments in which City National Bank operates, especially for audit areas assigned. Must-Have Bachelor's Degree or equivalent Minimum of 7 years of audit experience CPA - Certified Public Accountant CPA, CIA, CISA, or CFA Skills and Knowledge Must possess strong managerial, organizational, and verbal and written communication skills. 6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage within a financial institution Experience in a bank regulatory environment, handling regulatory issues (MRIAs/MRAs) and/or regulatory expectations Experienced in managing and mentoring staff Excellent writing and communication skills Strong project management skills Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. 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. Get an inside look at our Benefits and Perks . ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami. In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit . EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at . These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

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.

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Temporary Senior Associate - AML Audit (Global Banks) RSM's AML Audit Group is seeking a skilled Senior Associate to support AML audit engagements for a global banking client. This role sits within the Third Line of Defense and focuses on consent order remediation, issue validation, and regulator-ready audit execution. The ideal candidate brings hands-on AML audit experience, strong data analysis skills, and the ability to produce high-quality deliverables aligned with regulatory expectations. Key Responsibilities Support the execution of AML audits within the Third Line of Defense, including coverage of transaction monitoring, customer due diligence (CDD), sanctions screening, and AML governance frameworks. Assist with audit activities tied to regulatory remediation and issue validation, ensuring corrective actions are tested and sustainable. Perform data-driven testing: population validation, sample selection, and transactional data analysis. Prepare clear and well-documented workpapers that support audit conclusions and regulatory expectations. Collaborate with audit managers and team members, providing subject matter insights where appropriate. Required Qualifications 3-6 years of Internal Audit experience with direct exposure to BSA/AML and sanctions at large banks or consulting firms. Experience contributing to audits involving consent orders, MRAs/MRIAs, or other regulatory enforcement actions. Strong data proficiency: SQL, ACL, Excel, Tableau, or similar tools for large dataset analysis. CAMS certification (or equivalent) preferred. Knowledge of U.S. and global AML regulatory frameworks: BSA, OFAC, FFIEC, and related guidance. Strong written and verbal communication skills; ability to contribute to regulator-ready audit documentation. Why This Role This is an excellent opportunity for an AML audit professional at the Senior Associate level to deepen their Third Line experience, work on high-visibility regulatory remediation projects, and sharpen their data-driven audit skills while supporting one of the world's leading banking institutions At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $50 - $74 per hour

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. As a senior associate in RSM's growing Risk and Controls Practice, you will have the opportunity to draw from your experience and knowledge while continuing to grow your leadership skills through a high degree of client and industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities. In the Process Risk and Controls Practice we frequently work as or alongside a client's internal audit function, the chief risk officer or risk function, Sarbanes-Oxley project team, and various other members of management tasked with managing risk. Our advisors help our clients with identifying and prioritizing risk and leveraging process and controls to reduce risk exposure. Key Responsibilities Contributions to Firm Culture Model the core RSM values of respect, integrity, teamwork, excellence and stewardship in all interactions with clients and team members Be open to new ideas and challenges, and help foster a culture that encourages people to ask questions, seek diverse perspectives, and challenge those around you Develop executive presence through interactions with management within RSM and our clients Develop meaningful relationships with client personnel and colleagues Support RSM's goals around diversity and inclusion by nurturing an environment that understands individuality, promotes authenticity, and values varied perspective in arriving at solutions Client Experience Learn about various industries and clients that we serve and leverage your understanding to become your clients' trusted advisor Exhibit basic knowledge of key industry fundamentals, regulatory environment, and terminology Identify current and relevant industry thought leadership and share with clients as relevant Independently implements and coaches associates on foundational industry policies, procedures, and work-programs Owns process level client relationships and collaboration with external stakeholders Prepare/Review initial drafts and follow-ups on client request lists Participate in risk assessment management interviews. Update risk assessment models and complete initial draft of identified risks Prepare and conduct tests of the operating effectiveness of clients' internal controls Draft test plans or work programs for review by senior members of the team Create/review narratives or flowcharts for a process. Identify and review all risks and controls for a process as needed Perform first level review of staff work for accuracy, completeness, and well-reasoned conclusions Manage budgets and provide accurate analysis of estimates to complete to engagement leader Review and complete status documents for client delivery Prepares initial draft of reports Develop the ability to support multiple client projects simultaneously, while actively contributing to other firm initiatives Talent Experience Encourage colleagues to think creatively, strive for growth through development opportunities, and maximize results while working within a team environment Proactively seek out opportunities to learn from or teach team members, build a coaching/mentoring network and take advantage of training opportunities to continually expand skills and leadership capability Maintain willingness to give and receive candid feedback in both written and verbal form. Commit to self-development in response to constructive feedback received. Provide assistance, guidance, and feedback to associates assigned to work with you Support recruiting efforts by understanding and promoting the RSM brand Business Development Participate in relevant industry associations and learning/development events to build industry perspective and contacts Gain knowledge of key fundamentals, regulatory environment, and terminology for your relevant industries Build an internal network and become aware of other services provided by the firm Position Qualifications Bachelor's or Master's Degree in Accounting or related business discipline Minimum of 2 years of experience in audit, internal audit, or related internal control positions Preferred Qualifications Proficiency in professional writing, spreadsheet, and presentation creation tools. Exposure to data analytics tools is preferred Qualified to pursue a job-relevant certification (e.g. CPA, CIA,) Ability to travel to meet client needs and work collaboratively with others in-person and remotely Openness to workday flexibility, agility, remote work environment, leveraging new tools Effective communication skills, both verbally and in writing Effective time management and prioritization skills At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $77,700 - $146,900 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Experienced Senior Associate - Fixed Income Structured Products, Sales and Warehouse Lending Distribution Guggenheim Securities Guggenheim Securities is seeking an experienced and results-driven Senior Sales Professional with a long-standing focus on insurance companies to join us in New York. This role requires exceptional interpersonal skills, proven ability to thrive in a fast-paced environment, and deep financial market expertise. The candidate will be responsible for sourcing new institutional investors, managing comprehensive investor relationships, and driving revenue growth across our structured products platform, including our warehouse lending business. This position requires strong collaboration with our warehouse lending, trading, syndicate, origination, and operations groups to deliver best-in-class client service and execution. Essential Job Functions * Source and develop new institutional investor relationships across asset managers, insurance companies, pension funds, banks, hedge funds, and other buy-side institutions, with a particular focus on insurance companies * Manage and expand existing investor relationships, serving as primary point of contact for key accounts * Lead client coverage strategy, including regular investor meetings, roadshows, and relationship reviews * Develop and present sophisticated trade ideas and market insights to institutional clients * Stay informed on macroeconomic trends, interest rate movements, credit spreads, regulatory developments, and other factors impacting fixed income markets * Collaborate with trading desk to price and structure customized fixed income solutions * Work closely with syndicate team on new issue allocations and investor feedback * Mentor and develop junior sales analysts and associates * Identify and implement process enhancements to improve efficiency in client servicing * Maintain accurate pipeline tracking and documentation of investor interactions Preferred Qualifications * Proven track record of strong relationships with long-term institutional investors, principally insurance companies * Deep understanding of institutional investor needs, investment mandates, and decision-making processes * Excellent verbal and written communication skills; demonstrated ability to communicate complex investment concepts to diverse constituents * Strong executive presence and ability to build credibility with C-suite and senior investment professionals * Ability to work effectively leading teams while maintaining individual accountability in a fast-paced environment * Strategic thinking combined with tactical execution capabilities * Expert knowledge of securitized fixed income products and broader capital markets * Strong analytical and quantitative skills Basic Qualifications * Bachelor's Degree * 10+ years of experience in fixed income sales, capital markets, or distribution, with demonstrated success in investor relationship management, focused on insurance companies * FINRA Series 7 and Series 63 required * Advanced proficiency with Bloomberg Terminal, Excel, and other financial tools Work Location * Currently, this role is expected to be in the New York office at least 4 days per week. Salary * Annual base salary between $250,000 and $300,000. The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Guggenheim Securities * Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. * For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ***************************************** or ************. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************. Guggenheim Securities, LLC ("GS") does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.

Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Consumer Credit Risk Sr. Associate is responsible for risk analysis and independent oversight of credit quality of assigned portfolios. They are responsible for all aspects of credit quality including compliance with requirements of regulators and internal control and will recommend opportunities and proposed resolutions for improved efficiency, effectiveness, and/or risk reduction for the department. * Ensures adherence to the policies and procedures established by the company. Manages policy, standard definition and monitoring of policy, standard implementation, ensuring harmonization and consistency of risk policies. * Monitors and manages risk/exposure and compliance with the company's policies. Identifies, manages and reports on the company's risk areas. * Evaluates the adequacy and effectiveness of data, document retention, and monitors systems. * Oversees and ensures consistent quality control, accuracy, and compliance with internal policies and regulatory requirements for reporting processes. * Ensures and executes ongoing maintenance of controls, mitigation plans, testing, and/o credit risk assessments. * Partners with the accountable business owner for effective 1st and 2nd line of defense Risk Management and Controls. * Provides oversights on risk-management content/processes What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Education: Bachelor's Degree or equivalent work experience. * Work Experience: 9+ years in Credit RIsk in the Banking or Financial Services Industry. * Advanced Proficiency with SQL, Python and Power BI required. * Advanced knowledge of the operational, accounting, credit, regulatory, market and technological risks within Financial Industry. * Demonstrated knowledge of credit policies and procedures, regulations and applicable law(s). * Demonstrated credit analysis skills for understanding/tracking counter party performance and market risk & modeling skills for evaluating trade positions and the related counter party risk exposures. * Demonstrated track record interacting with the regulators, external and internal audit. * Superior project management skills. * Excellent written and verbal communication. * Ability to interact with all levels of management, work independently and in a team environment. Certifications: * No Certifications listed for this job. It Would Be Nice For You To Have: * Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. * Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $101,250.00 USD Maximum: $185,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.

Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they're available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country. Why Join Titan For the right person, we believe Titan will be one of the most rewarding jobs they ever have. Ambitious Vision: When we put private wealth management in every pocket, we'll make a legacy-defining impact in growing our generation's wealth to new heights. Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day. Disproportionate Impact: We're still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter. Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you'll see our founders in office every day). Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner. World-Class Investors: We're backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman. Role Overview We are looking for an Investor Relations Senior Associate to join our Advisory team. Investor Relations is key to our mission of increasing our generation's compound growth rate. We pride ourselves in rethinking established paradigms for the end-to-end investment management experience and pushing the status quo. Our goal is to tech-enable the relationship between client and investment manager, setting clients up for superior investment outcomes and compounding their financial knowledge. You will work directly with our Director of Wealth Advisory to help bridge Titan's Investment Management and Product teams, helping drive the most seamless investment experience possible for our clients. You will engage current and prospective clients in discussions focused on the nuances of Titan's investment offerings, reimagine the wealth management industry from the ground up, participate in bespoke portfolio analysis for clients, create and project-manage investment insights (investment reports/webinars), and intensely collaborate cross functionally (Investment Research, Growth/Marketing, Product/Design, Biz Ops & Strategy) to drive product and revenue growth. What You'll Do: Act as a primary point of contact for investment-related inquiries via a variety of channels; including email, phone and video Grow and design systems that are meant to drive positive impact across our business: referrals, AUM growth, and insane user delight Design and reimagine the end to end wealth management experience: how our clients meet and grow with us will be up to you Educate current and prospective clients about our investment options and how Titan can play a part in their broader portfolio Conduct bespoke portfolio analysis for clients (e.g., investment allocations, transfer options, portfolio perspectives) Collaborate with other Titans (Investment Research, Growth/Marketing, Product/Design, Biz Ops & Strategy) to ensure our business is focused on what matters most Help us build a best-in-class team and company Qualifications 4-6+ years of experience in an Investor Relations, Asset Management, Wealth Management, Investment Banking, or other client-facing investment management roles Exceptional written and communication skills along with an acute attention to details Demonstrated ability to handle assorted client questions (including asset allocation recommendations, market perspectives, portfolio positioning, etc.) Comfortable with high volumes of client interactions (e.g., video/phone calls, large-audience webinars) Strong ability to work cross functionally and think creatively to drive product growth Familiarity with investment management principles, asset allocation frameworks, alternative investing, and quantitative analysis Proficiency with basic financial modeling in Microsoft Excel You are fluent with data. You can use data to answer questions, identify opportunities, find insights, measure progress towards goals, and iterate quickly. You make things happen. You are scrappy and find ways to overcome roadblocks with workarounds or tradeoffs. Series 7, 63 and 65 (or Series 7 and 66) preferred, but not required. May gain licenses after start; unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date.

Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Sr. Associate, Business Management plays a critical role in supporting strategic initiatives across Santander, specifically within the Payments organization. This position is responsible for conducting advanced data analysis, developing business cases, evaluating new market opportunities, and supporting operational improvements that influence senior-level decision making. The ideal candidate brings a consulting-oriented approach, with experience in banking, payments, money movement, FX, and business intelligence, and is comfortable navigating complex datasets to produce clear, actionable insights. This role offers a high level of exposure to senior leadership and plays an integral part in shaping the strategic direction of the Payments function within Santander. Candidates should be comfortable working in a fast-paced environment, managing multiple workstreams, and translating data into high-impact strategic insights. Strategic Analysis & Business Case Development * Conduct research, data gathering, and analytical assessments to support new business opportunities, operational enhancements, and change initiatives. * Develop, structure, and evaluate business cases that justify new investments or strategic shifts. * Translate complex data sets into meaningful insights, trends, and recommendations for executive stakeholders. Cross-Functional Collaboration * Partner with leaders and teams across the bank to understand strategic priorities, performance metrics, and reporting needs. * Facilitate communication and alignment across multiple business units in a matrixed environment. * Support cross-functional efforts including payment modernization, data strategy, and operational efficiency initiatives. Reporting, Insights, & Business Intelligence * Lead analytical efforts across the Payments organization, including KPI development, dashboard creation, and data visualization. * Extract, organize, and validate data from multiple internal and external sources, with strong proficiency in BI tools such as Tableau, enterprise data environments such as Snowflake, and other analytics platforms. * Develop clear and compelling performance reporting packages and executive presentations. Project & Stakeholder Leadership * Serve as a lead or key participant on strategic projects and initiatives. * Provide guidance to junior staff and contribute to a culture of analytical rigor and collaboration. * Support risk management considerations and help define mitigation approaches in partnership with internal stakeholders. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Bachelor's Degree or equivalent work experience: Finance, Accounting, Business Administration or equivalent field. - Required. * 9+ Years Relevant business planning, project and financial experience. - Required. * 9+ Years Experience working with complaint standards to include monitoring and evaluating. - Required. * 9+ Years Experience working with Analytics and providing process recommendations. - Required. * Strong background in analytics, data interpretation, and process improvement. * Advanced proficiency in Microsoft Excel, PowerPoint, Word, and other productivity tools. * Strong communication skills with the ability to convey complex information clearly. * Demonstrated ability to build relationships and influence stakeholders in a matrixed environment. * Knowledge of banking products, services, processes, and risk management principles. * Strong attention to detail and accuracy skills. * Prior experience in management consulting or strategy roles supporting financial services institutions. * Background in payments, money movement, FX, or transaction banking. * Hands-on experience with Tableau, business intelligence platforms, and Snowflake or similar cloud data environments. * Experience developing executive-ready business cases, financial models, and strategic recommendations. * Familiarity with international or large cross-functional project environments. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $93,750.00 USD Maximum: $160,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. About Network & Acquiring Solutions: As part of the Global Merchant & Network Services group (GMNS), the Network & Acquirer Solutions (NAS) team is at the core of American Express, uniquely positioned to support every business unit and customer across the Enterprise. The American Express Network enables over $1.6 trillion in annual spend, serving our Issuers and Acquirers in more than 170 markets worldwide. We are driving a strategic, multi-year Enterprise Payments program to bring all payments together into a center of excellence to drive operational excellence for payment execution, enable innovative payment products, services, and capabilities to be built effectively and efficiently, support our BU strategies more closely, and deliver on our customers' evolving payment needs. About the Role: The Sr. Associate, Enterprise Payments Portfolio & Delivery Management, will play a critical role in driving and coordinating delivery across the Enterprise Payments portfolio. Reporting to the Director of Enterprise Payments Portfolio & Delivery Management, this role blends structured portfolio management with hands-on delivery execution, enabling efficiency, resolving challenges, and supporting technical teams to deliver outcomes at scale. This position offers an opportunity to work closely with product, technology, and business partners, while gaining deep exposure to enterprise-scale payments strategy and delivery in a dynamic payments environment. Key Responsibilities Support portfolio planning and delivery coordination, maintaining and improving portfolio tools, intake trackers, and roadmaps to enable alignment and transparency. Partner with product and technology teams to support end-to-end delivery of payments initiatives, ensuring requirements and dependencies are well understood and executed effectively. Analyze and monitor cross-platform dependencies, system workflows, and delivery milestones, proactively surfacing risks and proposing/driving resolution with stakeholders. Leverage data and metrics to provide insightful reporting on delivery performance, resource allocation, and technical outcomes that inform leadership decisions. Collaborate with engineers, program managers, and product owners to troubleshoot delivery issues and accelerate execution across complex programs. Contribute to portfolio tracking and reporting with a focus on outcomes and delivery progress (not just process artifacts). Continuously identify and implement process improvements that enhance delivery efficiency and cross-team collaboration. Support investment planning and prioritization by analyzing technical feasibility, business impact, and delivery complexity. Foster collaboration by facilitating discussions, tracking action items, and ensuring accountability to maintain delivery momentum Qualifications & Skills: Bachelor's degree in Business, Finance, Computer Science, Engineering, Economics, or related field (or equivalent work experience) 1-3 years of experience in process change management, delivery management, business analysis, product/technology roles, or project execution (internships and early-career roles welcome). Highly organized, self-motivated, and adaptable-able to manage multiple priorities and drive progress in a fast-paced, evolving environment. Strong analytical and problem-solving skills with a technical orientation (systems, data, APIs, or workflows). Familiarity with fintech, payments, or financial services strongly preferred. Excellent communication and stakeholder management skills, with ability to simplify complex technical concepts. Strong written and verbal communication skills; ability to prepare clear updates and presentations. Experience with Agile practices and proficiency with Excel, PowerPoint, and portfolio/project management tools (e.g., JIRA, Confluence, Rally, or similar). Curious, accountable, and outcome-oriented, with a focus on driving delivery excellence and continuous improvement. Salary Range\: $89,250.00 to $150,250.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: https\://******************* Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

American Express Travel Related Services Company, Inc. seeks Senior Associates, Product Design to create user experiences for customers' digital product journeys. Gather and understand business and user needs, create information architecture diagrams and user flows, and build detailed wireframes, high and low fidelity prototypes, and new concepts. Create detailed information architecture diagrams, user flows, and prototypes. Enhance digital user experiences by partnering with product owners, user testing, and engineers. Apply best practices in design approaches and methods to deliver best-in-class user experiences. Position requires a Master's degree in Computer Science, Engineering, Information Systems, Data Analytics, or a related field, and 2 years of experience with analyzing user requirements, procedures, and issues to improve user experiences. Experience must include 2 years of experience with each of the following: improving readability, utility, and overall user experience of digital products; developing prototypes, mockups, wireframes, and style guides based on requirements; creating vector graphics and applying color theory, typography, iconography, and brand principle to UI design; developing site maps and task flows to optimize interaction and navigation; identifying usability pain points and iterating based on user feedback; adapting design strategies based on business goals, technical constraints, and research insights; and A/B testing, Adobe CC, Figma, InVision for clickable prototypes, JIRA, Microsoft tools, and Sketch. Telecommuting is available up to 2 days per week. Job Location: New York, NY Salary Range: $96,408.00 - $150,250.00 annually We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider a number of job-related factors, including experience and location. #LI-DNI #FB-DNI #IN-DNI #TW-DNI #GD-DNI

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Joining Amex Tech means discovering and shaping your contributions to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues. At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong. **About Enterprise Architecture:** Enterprise Architecture is an organization within the Chief Technology Office at American Express and it is a key enabler of the company's technology strategy. The four pillars of Enterprise Architecture include: 1. **Architecture as Code** : this pillar owns and operates foundational technologies that are leveraged by engineering teams across the enterprise. 2. **Architecture as Design** : this pillar includes the solution and technical design for transformation programs and business critical projects which need architectural guidance and support. 3. **Governance** : this pillar is responsible for defining technical standards, and developing innovative tools that automate controls to ensure compliance. 4. **Colleague Enablement:** this pillar is focused on colleague development, recognition, training, and enterprise outreach. **About the Role:** The American Express Developer Portal is where our partners meet our platform. It is the single window into our B2B APIs, documentation, and onboarding experience. We are looking for Product Manager Associate who is passionate about building clarity, consistency, and delight into that journey. In this role, you will help shape how developers and partners discover, onboard and build with our APIs. You will combine empathy for the user with curiosity for the technology, ensuring that our developer experience is not only functional but frictionless, insightful, and always improving. **What you will do:** * Champion the developer journey: Understand and document the end-to-end experience of developers and partners from signup to successful integration and identify opportunities to simplify and accelerate that journey. * Drive operational experience: Monitor key onboarding and usage metrics to ensure our platform's objectives of speed, clarity, and reliability are consistently met. * Extract meaningful insights: Gather and synthesize feedback from support queries, partner touchpoint, and satisfaction surveys, and translate these into actionable improvements. * Elevate content and communications: Work with product and technical teams to refine portal content, FAQs, and self-service tools that empower developers to progress independently. * Support portal evolution: Coordinate enhancements that improve usability, accessibility, and alignment to business needs. * Collaborate across teams: Serve as the connective link between product, engineering, and partner operations to ensure that the developer experience evolves holistically. **What you Bring:** * A strong sense of empathy for developers and B2B partners and the ability to view the developer platform from their perspective. * Excellent communication and analytical skills with confidence in interpreting data and turning insights into clear next steps. * A thoughtful approach to communication, with the ability to understand the audience and tailor messages so they are clear, digestible, and impactful. * Familiarity with API ecosystem, developer tools and B2B integration workflows. * Curiosity for how things work and comfort navigating technical concepts. * Basic coding experience or exposure is helpful but not required. * A natural interest in operations and a desire to design better processes whenever you sense an opportunity. * A collaborative mindset and pride in helping teams align around a shared experience vision. **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Technology **Primary Location:** US-New York-New York **Other Locations:** US-Arizona-Phoenix **Schedule** Full-time **Req ID:** 25021936

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Joining Amex Tech means discovering and shaping your contributions to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues. At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong. Join Team Amex and let's lead the way together **.** **About Enterprise Architecture: ** Enterprise Architecture is an organization at American Express, and it is a key enabler of the company's technology strategy. **The four pillars of Enterprise Architecture include:** 1. Architecture as Code: this pillar owns and operates foundational technologies that are leveraged by engineering teams across the enterprise. 1. Architecture as Design: this pillar includes the solution and technical design for transformation programs and business critical projects which need architectural guidance and support. 1. Governance: this pillar is responsible for defining technical standards and developing innovative tools that automate controls to ensure compliance. 1. Colleague Enablement: thispillar is focused on colleague development, recognition, training, and enterprise outreach. **Role summary:** We're hiring a Senior Associate to own reporting and analytics for Open Banking initiatives. You will design, build, and automate reporting journeys, including executive dashboards, produce regulatory reports, perform ad-hoc analysis to answer business questions, and partner closely with product, engineering, legal, and compliance teams to translate data into clear, actionable insights. **Responsibilities:** + Build, maintain, and automate recurring operational (API health) and executive reporting (scorecard metrics) for the Open Banking program. + Maintain, refine, and build dashboards and visualizations that summarize API usage and health, KPIs, and servicing metrics that can be used to gain Cardmember usage insights and drive product development enhancements. + Produce regulatory and compliance-ready reports; support audit requests as required. + Perform ad-hoc analysis and root-cause investigations to inform product and compliance stakeholders. + Collaborate with engineering to perform data warehouse migration, automate report generation where feasible, maintain data quality, and implement overall democratized tracking of Third-Party Partners' API usage and Cardmember metrics. + Collaborate with internal enterprise teams to understand best practices and uncover any reporting gaps. **Required qualifications:** + 3 years of experience in reporting, analytics, or business intelligence (preferably in financial services, payments or fintech). + Experience with SQL - able to write efficient queries, join large tables, and optimize aggregations. + Experience building dashboards and scheduled reports using BI tools (Tableau, Power BI, or equivalent). + Excellent written and verbal communication skills, including the ability to articulate complex technical details in simple, easy to understand manner. + Proficiency with agile delivery processes and tools like Jira or Confluence. + Clear communicator: able to present complex analyses to business and technical audiences. Strong analytical and problem-solving skills. + Collaborative, supportive, and proactive, with a strong can-do attitude. + Bachelor's degree in Data Science, Statistics, Computer Science, Finance, Economic or similar. **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Technology **Primary Location:** US-New York-New York **Other Locations:** US-Arizona-Phoenix **Schedule** Full-time **Req ID:** 25021444

American Express Travel Related Services Company, Inc. seeks Senior Associates, Product Design to create user experiences for customers' digital product journeys. Gather and understand business and user needs, create information architecture diagrams and user flows, and build detailed wireframes, high and low fidelity prototypes, and new concepts. Create detailed information architecture diagrams, user flows, and prototypes. Enhance digital user experiences by partnering with product owners, user testing, and engineers. Apply best practices in design approaches and methods to deliver best-in-class user experiences. Position requires a Master's degree in Computer Science, Engineering, Information Systems, Data Analytics, or a related field, and 2 years of experience with analyzing user requirements, procedures, and issues to improve user experiences. Experience must include 2 years of experience with each of the following: improving readability, utility, and overall user experience of digital products; developing prototypes, mockups, wireframes, and style guides based on requirements; creating vector graphics and applying color theory, typography, iconography, and brand principle to UI design; developing site maps and task flows to optimize interaction and navigation; identifying usability pain points and iterating based on user feedback; adapting design strategies based on business goals, technical constraints, and research insights; and A/B testing, Adobe CC, Figma, InVision for clickable prototypes, JIRA, Microsoft tools, and Sketch. Telecommuting is available up to 2 days per week. Job Location: New York, NY **Qualifications** Salary Range: $96,408.00 - $150,250.00 annually We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider a number of job-related factors, including experience and location. #LI-DNI #FB-DNI #IN-DNI #TW-DNI #GD-DNI **Job:** Data Mgmt and Analytics **Primary Location:** US-New York-New York **Schedule** Full-time **Req ID:** 25021536

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Joining Amex Tech means discovering and shaping your contributions to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues. At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong. Join Team Amex and let's lead the way together. About Enterprise Architecture: Enterprise Architecture is an organization at American Express, and it is a key enabler of the company's technology strategy. The four pillars of Enterprise Architecture include: * Architecture as Code: this pillar owns and operates foundational technologies that are leveraged by engineering teams across the enterprise. * Architecture as Design: this pillar includes the solution and technical design for transformation programs and business critical projects which need architectural guidance and support. * Governance: this pillar is responsible for defining technical standards and developing innovative tools that automate controls to ensure compliance. * Colleague Enablement: this pillar is focused on colleague development, recognition, training, and enterprise outreach. Role summary: We're hiring a Senior Associate to own reporting and analytics for Open Banking initiatives. You will design, build, and automate reporting journeys, including executive dashboards, produce regulatory reports, perform ad-hoc analysis to answer business questions, and partner closely with product, engineering, legal, and compliance teams to translate data into clear, actionable insights. Responsibilities: * Build, maintain, and automate recurring operational (API health) and executive reporting (scorecard metrics) for the Open Banking program. * Maintain, refine, and build dashboards and visualizations that summarize API usage and health, KPIs, and servicing metrics that can be used to gain Cardmember usage insights and drive product development enhancements. * Produce regulatory and compliance-ready reports; support audit requests as required. * Perform ad-hoc analysis and root-cause investigations to inform product and compliance stakeholders. * Collaborate with engineering to perform data warehouse migration, automate report generation where feasible, maintain data quality, and implement overall democratized tracking of Third-Party Partners' API usage and Cardmember metrics. * Collaborate with internal enterprise teams to understand best practices and uncover any reporting gaps. Required qualifications: * 3+ years of experience in reporting, analytics, or business intelligence (preferably in financial services, payments or fintech). * Experience with SQL - able to write efficient queries, join large tables, and optimize aggregations. * Experience building dashboards and scheduled reports using BI tools (Tableau, Power BI, or equivalent). * Excellent written and verbal communication skills, including the ability to articulate complex technical details in simple, easy to understand manner. * Proficiency with agile delivery processes and tools like Jira or Confluence. * Clear communicator: able to present complex analyses to business and technical audiences. Strong analytical and problem-solving skills. * Collaborative, supportive, and proactive, with a strong can-do attitude. * Bachelor's degree in Data Science, Statistics, Computer Science, Finance, Economic or similar. Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Joining Amex Tech means discovering and shaping your contributions to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues. At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong. About Enterprise Architecture: Enterprise Architecture is an organization within the Chief Technology Office at American Express and it is a key enabler of the company's technology strategy. The four pillars of Enterprise Architecture include: 1. Architecture as Code: this pillar owns and operates foundational technologies that are leveraged by engineering teams across the enterprise. 2. Architecture as Design: this pillar includes the solution and technical design for transformation programs and business critical projects which need architectural guidance and support. 3. Governance: this pillar is responsible for defining technical standards, and developing innovative tools that automate controls to ensure compliance. 4. Colleague Enablement: this pillar is focused on colleague development, recognition, training, and enterprise outreach. About the Role: The American Express Developer Portal is where our partners meet our platform. It is the single window into our B2B APIs, documentation, and onboarding experience. We are looking for Product Manager Associate who is passionate about building clarity, consistency, and delight into that journey. In this role, you will help shape how developers and partners discover, onboard and build with our APIs. You will combine empathy for the user with curiosity for the technology, ensuring that our developer experience is not only functional but frictionless, insightful, and always improving. What you will do: * Champion the developer journey: Understand and document the end-to-end experience of developers and partners from signup to successful integration and identify opportunities to simplify and accelerate that journey. * Drive operational experience: Monitor key onboarding and usage metrics to ensure our platform's objectives of speed, clarity, and reliability are consistently met. * Extract meaningful insights: Gather and synthesize feedback from support queries, partner touchpoint, and satisfaction surveys, and translate these into actionable improvements. * Elevate content and communications: Work with product and technical teams to refine portal content, FAQs, and self-service tools that empower developers to progress independently. * Support portal evolution: Coordinate enhancements that improve usability, accessibility, and alignment to business needs. * Collaborate across teams: Serve as the connective link between product, engineering, and partner operations to ensure that the developer experience evolves holistically. What you Bring: * A strong sense of empathy for developers and B2B partners and the ability to view the developer platform from their perspective. * Excellent communication and analytical skills with confidence in interpreting data and turning insights into clear next steps. * A thoughtful approach to communication, with the ability to understand the audience and tailor messages so they are clear, digestible, and impactful. * Familiarity with API ecosystem, developer tools and B2B integration workflows. * Curiosity for how things work and comfort navigating technical concepts. * Basic coding experience or exposure is helpful but not required. * A natural interest in operations and a desire to design better processes whenever you sense an opportunity. * A collaborative mindset and pride in helping teams align around a shared experience vision. Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

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.

JOB SUMMARYAs a Senior Proposal Associate, you will contribute to a dynamic team and firm growth via the creation of visually compelling pitch material, RFP responses, presentation decks, and other proposal collateral. This role is centered on writing and managing persuasive, high-quality proposals and RFP responses while ensuring accuracy, compliance, and alignment with UHY's brand and messaging standards. You will collaborate closely with leadership and subject matter experts to improve proposal effectiveness, implement best practices, and play an essential role in driving new business opportunities. The ideal candidate is a seasoned proposal professional who thrives in a fast-paced environment and brings both tactical writing expertise and strategic insight to the proposal function. Contribute to the proposal process by preparing and managing individual pitches and RFP responses from intake through final submission, leveraging proposal software (Responsive, formerly RFPio) to ensure high-quality, compelling submissions Write, edit, and refine proposal content to produce winning, client-focused responses. Collaborate with subject matter experts and firm leaders to translate technical content into persuasive, accessible messaging Participate in opportunity vetting discussions with partners, contributing to strategy and qualification decisions Monitor online RFP databases (e.g., GovWin) and contracts to identify upcoming opportunities and provide updates to leadership Maintain a comprehensive log of proposals, tracking deadlines, progress, submissions, and outcomes Ensure proposals comply with all solicitation requirements and internal quality standards Develop and implement process improvements to enhance proposal efficiency, accuracy, and impact Oversee ongoing quality control for proposal content, ensuring consistent tone, style, and compliance with brand standards Develop customized presentation content for finalist/short-list meetings, including defining frameworks, mapping content to key messages, and managing layout and design Contribute to strategies that monitor market trends, competitors, and other forces that could affect proposal positioning Maintain and improve firm-wide proposal resources such as templates, style guides, and content libraries Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Limited travel may be requested for attending events, conferences, or internal meetings Required education and experience Bachelor's degree in marketing, communications, English, journalism, or a related field 5 -7 years of progressive experience in proposal writing and management, preferably within a professional services firm Proven expertise in writing, editing, and managing persuasive proposals and RFP responses Strong project management skills with the ability to manage multiple deadlines and coordinate diverse stakeholder input Experience implementing proposal best practices and process improvements Preferred education and experience Familiarity with proposal management software such as Responsive (RFPio) or a similar platform Experience developing finalist/short-list presentations Familiarity with market research and competitor analysis to support proposal positioning Ability to build strong internal and external relationships to support business development goals Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $85,000 to $100,000. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Apply now Work Type: Office Working Employment Type: Permanent Job Description: * Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues. * Provide professional customer service to achieve a high percentage of customer satisfaction and retention. * Manage the portfolio to de-risk against attrition and achieve stability of book. * Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. * Serve as the one-point contact to the High Net Worth customers of the Bank * Sales * Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment * Achieve the Targets set in terms of product mix * Induction of all new customers brought in by the Branches & Direct Sales team. * Achieve "best in class" productivity in order to maximize the efficacy of the sales process. * Achieve the budgeted cross sell targets. * Aggressive Sales call plans to acquire large prospective customers through referrals. * Ensure coverage of customer base in accordance with the approved contact plans. * Coordinate customer events for the cluster along with the product team * SALES MIS * Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.) * Maintain and update customer information on WMS * SERVICE Key Responsibilities * NPS & Customer management * Ensure that NPS is at least in second quartile as compared to peers * Use the online CMP system diligently and achieve > 75% of their require customer contact each month * RISK MANAGEMENT & COMPLIANCE * Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC. * Ensure compliance with the above policies on an ongoing basis and reported any suspicious transaction immediately to the supervising officer. * Ensure full awareness of all policies relating to operational risk, sales processes, misselling, etc. and comply with the same * Read, understand and comply with all provisions of the Group Code of Conduct. Regulatory & Business Conduct * Display exemplary conduct and live by the Group's Values and Code of Conduct. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. * Lead to achieve the outcomes set out in the Bank's Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. * Serve as a Director of the Board * Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent) Other Responsibilities * Embed Here for good and Group's brand and values in ; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats). Skills and Experience * Good Interpersonal Skills * Customer and Service Orientation * Banking knowledge * Management Information Skills * Competitive awareness & benchmarking * Excellent communication, interpersonal & relationship building skills * Able to pick up new concepts quickly * Able and excited about going out to meet new customers * Coordinate customer events for the cluster along with the product team * Aggressive Sales call plans to acquire large prospective customers through referrals. Qualifications * Graduate/ Post Graduate, consistent academic career * Extensive sales experience (2 to 5 years) * Sales focused and highly target oriented * Able to pick up new concepts quickly * Able and excited about going out to meet new customers * Competitive awareness & benchmarking * Excellent communication, interpersonal & relationship building skills * Banking knowledge * Management Information Skills * Good Interpersonal Skills * Customer and Service Orientation About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Our new joiner will act as a liaison between US GWM and PIMCO Portfolio Management Groups to address client questions on their SMA portfolios, provide solutions to requests, and support the expansion of the SMA platform. You will be a key contributor to SMA platform growth, as their analytical and technical expertise supports our SMA client portfolios. The day to day functional role will be based upon a strong foundation in fixed income fundamental knowledge (particularly Treasury, Municipal, Corporate, and Mortgage-Backed Securities) and PIMCO's Separately Managed Account platform/strategies. RESPONSIBILITIES: The breadth and diversity of the analytical responsibilities in this role requires motivated team members who thrive in a fast-paced environment. Successful professionals should be able to complete complex tasks in a timely manner, while managing multiple assignments simultaneously. Examples of such tasks and assignments include the following: Providing critical support to US GWM and their clients through various tasks, including (but not limited to) portfolio analyses, performance strategy reviews, client update presentations, discussing trade case studies, RFIs, and DDQs Partnering with team members across multiple business areas at the firm, in order to: grow and support our SMA platform, respond to client questions, engage clients with directly, and generally bridge the gap between Client Management and Portfolio Management Gain exposure to investment implementation, with direct exposure/interaction with Portfolio Management Teams Producing technical analyses and customized solutions for existing and prospective clients Ensuring the firm continues to deliver excellent client service, both directly and indirectly, by partnering with Client Facing teams Have a real passion for, and remain well-informed on, the financial markets, the global economic environment, and the overall financial services industry REQUIREMENTS Bachelor's degree from an accredited 4-year institution, with concentrations in finance, economics, mathematics, computer science, public policy, or other related fields being a plus 1-4 years' experience with experience in the investment management industry and a foundational understanding of fixed income Strong analytical and quantitative skills Able to handle multiple assignments simultaneously, while maintaining attention to detail Self-motivated, ethical, and capable of building strong relationships Effective communication skills, both oral and written Ability to work independently and in a collaborative team environment Take and pass required FINRA licensing exams (SIE, Series 7, Series 63) within first year of employment, if not already obtained Strong Excel skills, with coding experience being a plus (SQL, Python) PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 90,000.00 - $ 125,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.