Corporate Director jobs at KBF CPAs - 559 jobs

San Francisco, CA, Los Angeles, CA, Chicago, IL, USA Wedbush Securities is one of the largest securities firms andinvestment banks in the nation. We provide innovative financialsolutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in LosAngeles, California with over 100 offices and more than 80correspondent offices, our commitment to providing relentless,customized service is the foundation of our consistent growth. Where Market Leadership Meets Sector Mastery Wedbush Securities is one of the largest and most respectedsecurities firms and investment banks in the nation, with a 70-yearlegacy of excellence. We provide cutting-edge financial solutionsacross Wealth Management, Capital Markets, and Prime Services.Headquartered in Los Angeles, with a national footprint of 100+offices, we are building the future of finance - and we want top-tierdealmakers to build it with us. This Is Not a Learning Role, it's a Launchpad We are seeking a Managing Director - Investment Banking with deepexpertise in Cybersecurity & Software. This is a high-impactleadership opportunity for an established banker ready to own avertical, drive high-profile deals, and build a franchise from theground up. You'll be empowered with full platform support,institutional firepower, and the compensation structure to reap therewards of your origination success. The Opportunity: Shape the future of cybersecurity and enterprise software investmentbanking at a time when the market is hungry for capital,consolidation, and innovation. From next-gen SaaS to AI-drivensecurity infrastructure, this vertical is exploding - and we're readyto lead it. Why This Role is Different (and Lucrative): A Greenfield Opportunity, Backed by Gravitas: Buildand lead your own cybersecurity & software vertical under theumbrella of a full-service investment bank with decades of market credibility Elite Deal Autonomy: Originate and executesophisticated M&A and capital raise transactions ($50M-$500M+)across a dynamic and capital-thirsty sector Compensation That Reflects Results: Competitivebase salary + aggressive payout on originated and closed business.No caps. No ceiling. Real equity Full-Stack Institutional Platform: Leverage deepresearch, trading, sales, and capital markets infrastructure todeliver end-to-end client solutions Legacy-Defining Leadership: Shape the go-to team incybersecurity and software IB. Build, mentor, and scale a practicethat will define your career What You'll Do: Lead the origination and execution of M&A and privateplacement transactions in cybersecurity, SaaS, infrastructuresoftware, DevSecOps, and cloud-native platforms Act as a trusted strategic advisor to founders, CEOs, boards, andinstitutional investors navigating growth, capital strategy, and exits Cultivate and expand a robust network of relationships withventure capital firms, growth equity funds, PE sponsors, andcorporate development teams Build and mentor a high-performing junior team to supporttransaction execution, modeling, and pitch development Represent Wedbush at major industry conferences and media outletsas a thought leader in software and security banking Collaborate with our internal research, sales, and trading desksto deliver holistic, cross-platform solutions to clients Experience and Skills What You Bring: Bachelor's Degree from an accredited institution 10+ years of investment banking experience at a leading global orboutique IB platform required Demonstrated ability to originate and close complex, high-profiletransactions - M&A, capital raises, strategic advisory Direct experience or deep interest in cybersecurity, software, orenterprise IT A strong personal network of institutional investors, VCs, PEfirms, and fintech operators Advanced expertise in corporate finance, valuation, modeling, andtransaction structuring FINRA Series 79 and 63 required; Series 24 a plus Highly entrepreneurial mindset, leadership presence, and the driveto build something industry-defining What We Offer What Wedbush Offers You As part of our overall compensation package, Wedbush Securitiesoffers an array of diverse benefits to all our colleagues. We believethat providing competitive benefit options yields the advantageousreward of establishing a healthy and inclusive foundational work culture. Comprehensive medical, dental, and vision coverage with multiplehealth plan options for you and your family Health Savings Account with company-sponsored contributions Flexible Spending Accounts (FSA) traditional and dependent care 401(k) plan with discretionary, competitive company matching andprofit-sharing contributions Tuition reimbursement up to $5,250/year 3 weeks of Paid Time Off 2 weeks of Paid Sick Time (may vary by location) 10 Paid Holidays Charitable Donation Matching Contributions Paid Leave (Military, Jury Duty, Volunteer Time Off, Disability, etc.) FINRA License Sponsorship Travel & Employee Assistance and Employee Discount Programs The reasonable estimate of the compensation range for this role hasnot been adjusted for the applicable geographic location. A reasonableestimate of the current range is $250,000. Colleagues may be eligiblefor additional, discretionary incentive compensation based on thecolleague's and the firm's performance. At Wedbush, Decisionsregarding compensation are determined on a case-by-case basis and aredependent on a variety of factors including but not limited to skillsets; experience and training; licensure and certifications; and otherbusiness and organizational needs. Wedbush Securities (WS) is proud to be an Equal EmploymentOpportunity employer. WS does not discriminate based on race,religion, color, creed, sex, sexual orientation, gender, genderidentity or expression, national origin, ancestry, citizenship status,registered domestic partner status, uniform service member status,marital status, pregnancy, age, medical condition, disability, geneticinformation, family care or medical leave status, or any otherconsideration made unlawful by applicable federal, state, or locallaws, or on the basis that an applicant or Colleague is perceived tohave these characteristics or is associated with someone who isperceived to have these characteristics. WS aims to foster a cultureof inclusion where all Colleagues are valued for their uniquecontributions to the firm as well as provided equal opportunities to succeed. This position is subject to various laws or regulations that imposerestrictions or prohibitions for employment with Wedbush due tocriminal history. Those laws or regulations include but are notlimited to, the following: Securities Exchange Act of 1934 (SEA) Rule17a-3, et. seq., Financial Industry Regulatory Authority (FINRA) Rules3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55. Ready to Build the Future of Banking? If you're a senior banker who thrives on deal velocity, complexmandates, and shaping where capital flows next - this is yourplatform. Join Wedbush and become a market leader in one of the mostdynamic, capital-intensive sectors of our time. When you apply for a position with Wedbush, we collect certain information about you.Click here to learn what information we collect and what we do with it. #J-18808-Ljbffr

Benefits 401(k) 401(k) matching Bonus based on performance Competitive salary Dental insurance Health insurance Opportunity for advancement Paid time off Profit sharing Stock options plan Vision insurance Company Overview NOW BOARDING. We're looking for a Managing Director to join our team at SFO. AvAirPros Services has represented the airlines' interests and helped them meet the airport's operational goals for over 35 years. We ensure all stakeholders successfully work through the business, financial, technical, and operational issues that arise in the aviation industry. Our client, the San Francisco Terminal Equipment Company, LLC (SFOTEC) is responsible for the operation and maintenance of equipment, facilities, and services at San Francisco International Airport (SFO) including all terminal, landside, and airside operations. You will report to the Chairperson and Executive Committee of SFOTEC and oversee the operational and business affairs to further the success of SFOTEC. Responsibilities As the Managing Director, you're responsible for all aspects of the day-to-day financial and operational affairs and the strategic direction of SFOTEC. You'll provide the Executive Committee with plans, achievements, and issues related to the management, finances, and operations of SFOTEC. Additional responsibilities include: Representing SFOTEC leadership as necessary. Knowledge of leases, contracts, agreements, and all other aspects related to the terminal, facilities, and equipment. Developing and maintaining key relationships within the SFO community at large including: SFOTEC Executive Committee, SFOTEC Member Airlines, Non-Member Airlines, SFOTEC Contractors and Service Providers, Airport Authority, and other government agencies. Management oversight, direction, and development of SFOTEC personnel in the departments: Operations, Equipment and Facility Maintenance, Strategy and Planning, Finance and Accounting. Ensuring SFOTEC achieves the Key Performance Indicators as committed in the International Terminal Equipment and Maintenance Operating Agreement (EMO) with SFIA. Overall management accountability for SFOTEC including Operational, Reliability of Facilities, Aeronautical Equipment and Assets, Strategy and Planning, and Business Matters. Developing and driving the strategic direction of SFOTEC under the direction and/or in conjunction with the Chairperson and Executive Committee. Representing SFOTEC in regular meetings with key stakeholders and partners. Developing annual operating and financial plans for coordination and approval of the SFOTEC Executive Committee. Exploring and assessing opportunities to drive growth and make recommendations to SFOTEC leadership balancing any potential financial return and strategic value. Performing other duties as assigned by the SFOTEC Chairperson and Executive Committee. Experience 10+ years of leadership experience BA/BS Accounting, Business, or Finance; MA/MS or MBA a plus In-depth knowledge of and management experience in commercial aviation required Naturally collaborative team player with excellent communication skills Strategic thinking and planning and strong understanding of market dynamics Demonstrated success in driving business growth Skilled at managing people/teams AvAirPros provides generous benefits including company-paid medical/dental/rx coverage, short and long-term disability insurance, and long-term care insurance. In addition, we offer a 401k (match+contribution) and a stock plan as well as PTO (vacation/holiday/sick). AvAirPros is proud to be an Equal Opportunity Employer; we embrace and celebrate diversity and are committed to maintaining an inclusive work environment for all including minorities/women/veterans/disabled/lgbt. #J-18808-Ljbffr

The **Director, Central Compliance** will be responsible for leading Realty Income's global compliance efforts regarding general business compliance and ethics, including Code of Ethics, anti-trust / competition, privacy, conflicts of interests, US Anti-Discrimination Act compliance, and social media. The role is within the Legal & Compliance department with an opportunity to (re)design General Business Compliance in a listed company and commercial environment.**What you will be working on:****Compliance Advisory & Operations*** Providing daily advice across the business on all areas of General Business Compliance, including policies and procedures.* Developing and implementing policies and procedures on General Business Compliance in line with Realty Income's compliance framework.* Managing relevant external/regulatory reporting, preparation of internal reports and KPIs/KRIs, and liaison with key business partners on reporting.**Compliance Risk Management & Assurance*** Running annual or scheduled assessments of General Business Compliance risks to help develop policies, procedures, and controls.* Undertaking General Compliance 2nd line reviews, supporting General Business Compliance internal audits, and overseeing management action plans.**Compliance Investigation & Awareness*** Dealing with escalations, investigations, and root-cause analysis into incidents and breaches, and presenting findings to relevant departments / groups.* Organizing and delivering training (in-person, online, audio), guidance documents, and communications on General Business Compliance areas.**Must have knowledge, skills and abilities for the role:*** We expect 8+ years' experience in an international organization.* Juris Doctorate degree from an accredited law school* Strong knowledge of General Business Compliance requirements is required, with international subject matter expertise beneficial.* Deep experience in implementing / maintaining General Business Compliance programs.* Project management, multitasking, and using initiative to progress the team's Global Compliance plan.* Ability to communicate with and engage stakeholders at all levels and across all departments on compliance topics effectively.* Proficiency in analyzing and synopsizing complex situations into recommendations and action.**Desirable but not essential:*** A professional compliance qualification (e.g., ACAMS, ACFE, SSCE) and/or risk management qualification (e.g., ICA, PRMA) is preferred.* Real estate industry experience is beneficial.* International subject matter expertise is beneficial.* Previous experience participating in / directing an ethics program and Code of Business Ethics design is preferred.* Previous people management experience is preferable as the team grows.**What You'll get in Return:** * Competitive Salary including potential for bonus and stock awards.* Best-in-class Benefit Package* Collaborative, team-oriented environment* Opportunities for Continuing Professional DevelopmentAdditional information can be obtained from the corporate website at . This is a hybrid role, with Tuesday, Wednesday, and Thursdays required in-office.The pay range for this role is $122,774 - $175,443 - $209,887#LI-HybridOffers near the high end are uncommon but may be considered for candidates with exceptional experience and skills and are dependent on the facts and circumstances of each case. You may be eligible for an annual discretionary bonus and an annual discretionary stock award, to be discussed during the interview process. An annual pay rate and total compensation package is generally determined by the candidate's experience, knowledge, education, skills, performance, and abilities, as well as internal equity, company performance, and alignment with market data. Most US based full-time and part-time roles come with flexible schedules. We offer a best-in-class benefits package that includes healthcare, dental, and vision insurance for employees and eligible dependents. Our 401(k)-retirement plan has a company match of 50% up to 6% of eligible compensation. Realty Income also offers other wellness, financial, and work/lifestyle-specific benefits, along with 12 PTO hours every month; in addition to 12 paid holidays, and paid volunteer time. Realty Income's purpose is to build enduring relationships and brighter financial futures, and this starts with you! Realty Income is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you require accessibility support to submit your application or other reasonable accommodations to participate in the recruitment process, please contact ***********************, or call ************. An employee will respond to your message to begin the interactive process. Please note that this phone number and email address are only for individuals seeking a disability accommodation when applying for a job.Realty Income aims to be a globally recognized leader in the S&P 100, committed to creating long-term value for all stakeholders. These stakeholders include our dedicated team members, who embody our purpose: building enduring relationships and brighter financial futures. This guiding principle serves as a beacon for our team, influencing every action we take. Realty Income's employees consistently invest their time, commitment, and dedication into the company, and in turn, they receive investment returns in the form of purpose, belonging, and opportunities for advancement. Realty Income is committed to best-in-class corporate responsibility practices through environmental initiatives, governance programs, and community outreach projects. From the boardroom to the breakroom, our team members make a difference every day. #J-18808-Ljbffr

AWM, PWM, Capital Markets - Vice President Private Wealth Management (PWM) is seeking a Vice President to join their team in San Francisco. YOUR IMPACT Private Wealth Management (PWM) is seeking a Vice President to join their team in San Francisco. OUR IMPACT PWM secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long‑term asset allocation within the context of each client's particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services. Significant wealth creation in the San Francisco Bay Area has resulted in a region densely populated with ultra‑high net worth individuals and families. Bay Area clients frequently have complex balance sheets with highly concentrated equity positions, and they oftentimes have a strong desire for private investment opportunities. We advise and act on behalf of these families in a wide variety of complex risk management and capital markets-related activities. HOW YOU WILL FULFILL YOUR POTENTIAL Represent Goldman Sachs PWM's investment offering and suite of investment solutions in meetings with prospective and current clients, focusing on our risk management (especially single stock risk management) and capital markets capabilities. Liaise with a number of business areas-including our equity structuring, markets coverage, cross markets, managed strategies and Apex teams-on specific client situations and transactions. Advise clients and assist them in carefully considering the benefits and tradeoffs of maintaining, selling, hedging and/or creating yield on concentrated equity positions. In addition to single stock risk management, advise clients on broader risk management considerations around overall equity, credit, interest rate and currency risk in a clear and digestible manner. Remain abreast of current and pending private and public market transactions and the potential resulting diversification needs of various constituencies. Contribute to the formulation of and be knowledgeable about new capital markets and risk management capabilities. Act as a liaison with Sales & Trading in Goldman Sachs Global Banking and Markets in order to provide real time information in a clear and concise way to clients and Private Wealth Advisors on developments in the tech sector and the broader equity market. Be conversant in Goldman Sachs' full PWM offering and services, assist in representing the Goldman Sachs PWM brand in various forums and capacities in and around the Bay Area, as well as the broader West Coast. Collaborate with San Francisco Regional Management, Private Wealth Advisors and other Wealth Solutions teams to identify new ways of serving clients in the region. SKILLS & EXPERIENCE WE'RE LOOKING FOR Bachelors Degree or Higher 7+ years' experience in capital markets, wealth management, asset management, investment banking, or private equity Deep understanding of financial markets and experience working with publicly traded equities, derivatives background preferred Ability to resonate with a wide variety of investor backgrounds, from those new to investing following a liquidity event to highly sophisticated family offices Strong quantitative, analytical and problem‑solving skills Team player, with excellent communication, presentation and interpersonal skills Strong ability to multi‑task, with an ability to manage multiple projects with different deadlines Self‑starter, with ability to work both independently and in a team‑oriented environment and across group functions Solid work ethic, motivation level, and strong attention to detail SIE, Series 7, and Series 63 (must be obtained within 3 months) ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law. Salary Range The expected base salary for this San Francisco, California, United States‑based position is $85,000‑$270,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year‑end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non‑temporary, full‑time and part‑time US employees who work at least 20 hours per week, can be found here. Healthcare & Medical Insurance We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short‑term disability, long‑term disability, life, accidental death, labor accident and business travel accident insurance. We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities. Health Services We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices. Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount). Child Care & Family Care We offer on‑site child care centers that provide full‑time and emergency back‑up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available. Benefits at Goldman Sachs Read more about the full suite of class‑leading benefits our firm has to offer. #J-18808-Ljbffr

A leading financial institution is seeking a Commercial Bank Treasury Specialist to drive new client acquisition and manage Treasury Management sales cycles. The role requires at least 5 years of experience in Treasury Services sales, significant client interaction, and strong problem-solving abilities. The successful candidate will manage an annual win goal of over $3 million and contribute to a culture of responsible finance. This position is located in San Francisco, California and offers a competitive salary range. #J-18808-Ljbffr

Commercial Bank | Treasury Specialist, Business Development Specialist, SVP The Cash Product Salesperson is a driven professional role, who will lead treasury opportunities, with a focus on new client acquisition across all industry verticals. Given that our business continues to grow exponentially, this role is integral to both executing on the strategy to both grow our existing client base wallet share but also acquire new clients in a rapid fashion. This person will be seen as a subject matter expert for full suite of Treasury Solutions (Cash, Cards, Trade) across all industry segments within the North American Commercial Bank and will be expected to attend pipeline meetings for the Sales organization, providing input from their own perspective on any current opportunities. This also extends to presenting best practices and sales disciplines, not just in the Cash Sales Team but in front of the wider CCB Banking community, as well as applicable partners. This role will be expected to integrate subject matter and industry expertise across all relevant sectors, including disrupter verticals in the early stage company life cycle. Requiring in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Must be able to demonstrate strong communication and diplomacy skills, especially at points of escalation. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities Responsible for managing all elements of Treasury Management sales cycle including business development, prospect qualification, needs analysis, proposal creation, solution presentation and close of sale Develop independent channels to prospect for new Treasury Management clients and manage the process to maintain a pipeline of potential targets. Interface with prospective clients to develop an understanding of their operating procedures, organization structures and needs, in order to identify and propose the optimal Citi treasury solutions Identify and coordinate new cross-sell opportunities with Coverage partners Build effective network working closely with overseas Citibank branches to design global treasury proposals Responsible for monthly win/loss analysis ensuring MIS systems Be responsible for an individual win goal in excess of $3Million annually Be part of a culture of responsible finance, good governance and supervision, expense discipline and ethics Ability to articulate complex ideas and analytics in succinct and easy to grasp form as well as conceptual framework creation Established or understanding of innovations and disruptive technologies in the corporate treasury space Deep understanding of client trends in liquidity, payments, working capital, risk management and treasury technology, and distill them for mass consumption and direct business impact Strong knowledge of the TTS and CCB cash management business, revenue drivers, and products Proven abilities to focus resources and leverage data and analysis to drive towards business objectives Desire to challenge the conventional, own a problem, bring others onboard, and drive the firm to creating solutions Strong self-motivation and ability to gather consensus on priorities and drive initiatives Qualifications 5+ years of relevant direct Treasury Services sales experience required Certified Treasury Professional (CTP) preferred Proven track record of successful client-focused activity and ability to design best in class Treasury proposals Experience in developing new business specific to treasury services with a focus on companies with revenue of $100MM - $5BN in annual sales revenue Advanced knowledge of general banking operations, including treasury management, liquidity & investments, and/or other commercial banking products and services Strong problem solving and excellent interpersonal skills Committed, trusted team player High energy with strong initiative Efficient time management and organizational skills Job Family Group Commercial and Business Sales Job Family Commercial Product Sales Time Type Full time Primary Location San Francisco, California, United States Primary Location Full Time Salary Range $176,720.00 - $265,080.00 Benefits In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Anticipated Posting Close Date Dec 17, 2025 EEO Statement Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Mid-Corporate Banking, your primary responsibility will be new client acquisition and maintaining and deepening a portfolio of relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Mid-Corporate Banking target market, which typically includes companies with annual revenues ranging from $100 million to $2 billion. Job Responsibilities Act as a primary interface with our Mid-Cap Investment Banking Team Acquire new clients and maintaining and deepening a portfolio of relationships. Act as the interface between our financial sponsors team and portfolio companies Growing and retain profitable relationships within the Mid-Corporate Banking target market Champion a culture of innovation and a customer centric mindset Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies Required Qualifications, Capabilities and Skills Five plus years of lending or credit support related experience with a focus on business relationships Understanding of Commercial Banking products and services Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs Ability to collaborate with internal partners and resources Demonstrated experience of meeting or exceeding sales goals Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners Deep local connections and market knowledge Corporate finance expertise and strong transaction execution skills FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training Sales management, business development skills, proficiency in building and maintaining positive client relationships Experience with Financial Sponsors, Direct Lending and Capital Markets Solutions. Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask Excellent business judgment, strategic thinking, self-directed, proactive and creative Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. #J-18808-Ljbffr

A leading financial services firm in San Francisco is seeking a skilled Commercial Banker to lead client acquisitions and maintain key relationships in the Emerging Middle Market segment. This role offers the opportunity to work with businesses generating $20 million to $100 million in annual revenues. The ideal candidate will possess strong organizational skills, a customer-centric mindset, and at least five years of experience in lending or credit support. Join us to drive innovation and build strategic partnerships. #J-18808-Ljbffr

Commercial Banker - Multinational Corporations - Vice PresidentJob Information Job Identification 210598528 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 04/14/2025, 02:22 PM Locations 560 Mission St, San Francisco, CA, 94105, US Job Schedule Full time Job Description You are customer focused, passionate about working with and supporting foreign-owned, early -stage multinational companies, enjoy building relationships and bringing in new clients. A role as a Commercial Banker is for you. As a Commercial Banker on the Multinational Corporations (MNC), Middle Market Banking team, you will focus on business development and play a pivotal role in expanding our presence within foreign-owned, early -stage companies. A history of business development experience and a strong network in the early stage ecosystem is key for this role. The MNC Early-Stage team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role, you will be a creative and strategic thinker to build community and brand awareness in the local market including driving the prospecting strategy, client acquisition, channel partner management, and strong collaboration with the local Bankers in your market. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities Drive top line revenues while maximizing efficiency for the business, with a keen eye towards risk mitigation and compliance Serve as mentor and coach to the banking team and lead the region's prospecting activities. This may include cross‑selling of existing clients when appropriate. Lead the new business origination strategy for the local market in close coordination with local business banking teams Identify early stage multinational companies with annual revenues up to $20 M and connect with their key executives (CFO, VP of Finance, etc.) Utilize data‑driven insights to prioritize prospects and tailor customized outreach strategies Leverage COI relationships to enhance outreach efforts and drive new client acquisition Partner closely with Banking, Credit, Treasury and Service partners, as well as Asset Management, Private Bank and Investment Bank colleagues, to introduce our prospects to our broad product capabilities Required Qualifications, Capabilities and Skills 5+ years of business development, commercial banking, or other relevant sales experience Proven track record of sourcing and navigating treasury sales opportunities, ideally in commercial banking Ability to build community and brand awareness in a dynamic market History of planning and executing an events and content strategy Utilize seasoned judgment to offer comprehensive and customized solutions that best meet potential client needs Monitor and research market/industry trends and business outcomes to present relevant and insightful solutions to potential clients Preferred Qualifications, Capabilities and Skills Ability to leverage your network, market knowledge to deliver a top‑notch client and partner experience A deep understanding of JPMorgan Commercial Banking products and services Ability to work collaboratively with our Bankers, Treasury Management Officers, and other key product partners Capable of operating independently and possesses excellent partnership, communication, and marketing skills About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not‑for‑profit organizations. #J-18808-Ljbffr

A leading financial institution is seeking a Commercial Banker to focus on client acquisition and relationship management primarily within the Emerging Middle Market space. This role involves working independently and collaboratively to provide strategic financial advice to clients, targeting companies with annual revenues of $20 million to $100 million. Ideal candidates will have over five years of relevant experience and a strong ability to connect with executives, while promoting innovation and efficiency in banking services. #J-18808-Ljbffr

The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Responsibilities Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments Assist the Banker with prospecting-conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. Client/prospect meetings-organize the pre‑call planning, organize post‑meeting notes, and maintain all client call records including call reports Assist the Banker in deepening the existing client relationship through deep‑dive analysis Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker Provide day‑to‑day support to Banker on documentation such as account opening and closing, loan disbursals, etc. Provide complete service support to client, including solving complex client inquiries Ensure appropriate documentation related to KYC/AML from the client and ensure all aspects of client records and documentation are completed and updated Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 6‑10 years of experience Knowledge of investments is required; banking and credit products desirable Ability to manage relationships both internal and external; ability to multi‑task FINRA Securities Licenses: Series 7 and 66 (or 63 & 65) required to obtain within 150 days of assuming the role. Education Bachelor's/University degree; Master's degree preferred Job Family Group: Private Client Coverage Job Family: Private Banker Support Time Type: Full time Primary Location: San Francisco, California, United States Primary Location Full Time Salary Range: $142,320.00 - $213,480.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. Most Relevant Skills: Please see the requirements listed above. Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter. Anticipated Posting Close Date: Oct 30, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

A major financial institution in Palo Alto is seeking an Associate Banker Safe Act Assistant Vice President. This role involves assisting in sales strategies, prospecting new clients, managing existing relationships, and ensuring compliance with regulations. The ideal candidate has 5-8 years of experience, strong investment knowledge, and must obtain required FINRA Securities Licenses. This position is vital for driving growth and client satisfaction. #J-18808-Ljbffr

A global financial institution is seeking an Escrow Transaction Management Lead in San Francisco. The successful candidate will manage escrow transactions, ensuring compliance while delivering exceptional service. Responsibilities include supporting M&A transactions, direct client contact, and solving complex challenges. Qualifications include 5-7 years of experience in escrow transactions, strong analytical skills, and project management expertise. This is a full-time role with a competitive salary range. #J-18808-Ljbffr

A forward-thinking semiconductor company is seeking a Sr. Director of Business Development in California to drive revenue and manage key strategic accounts. The ideal candidate will have proven expertise in selling products that deliver enterprise value and experience in building a world-class team. Responsibilities include managing the Sales team, setting sales goals, and developing strategic partnerships. This position offers a compensation range of $190,000 - $200,000 per year with benefits including paid time off, 401k plan, and more. #J-18808-Ljbffr

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. In transfer pricing at PwC, you will focus on providing guidance and support to clients on transfer pricing matters. In this field, you will help businesses establish and maintain appropriate pricing for transactions between related entities, maintaining compliance with tax regulations and minimising the risk of disputes. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Transfer Pricing team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director you are to set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. You are also responsible for mentoring the future leaders and fostering an environment where people and technology thrive together. Responsibilities Set strategic direction for the Transfer Pricing team. Lead business development and client engagement efforts. Oversee multiple projects to achieve successful outcomes. Maintain and build executive-level client relationships. Mentor and develop future leaders within the team. Promote the use of technology to enhance tax advisory services. Assure compliance with professional standards and firm policies. Foster an environment that encourages innovation and technological growth. What You Must Have Bachelor's Degree in Accounting, Business Administration/Management, Economics, Finance, International Business. 6 years of experience. CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity. What Sets You Apart Master's Degree in Economics, Public Administration, Finance preferred. Broad knowledge of economic analyzes for multinational corporations. Proficiency in corporate tax and international tax research. Experience in market studies and industry research. Skills in pricing policies and market studies execution. Proficiency in strategizing on tax authority audits. Ability to develop and sustain meaningful client relationships. Competence in preparing and presenting complex documents. Experience in leading teams and generating a vision. Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit: ************************************ #J-18808-Ljbffr

Nous utilisons des témoins pour fournir et améliorer nos services de sorte à vous offrir une expérience plus personnalisée, et les services de suivi sont désactivés. Pour en savoir plus sur les témoins utilisés et pour consulter vos préférences, veuillez vérifier les paramètres de votre navigateur ou sélectionner Accepter pour consentir à l'utilisation des témoins.Avertissement : Pour les visiteurs de l'Union européenne et du Royaume-Uni, seuls les témoins strictement nécessaires sont utilisés sur ce site. Ces témoins sont nécessaires au bon fonctionnement du site Web et ne peuvent pas être désactivés. Ils sont généralement mis en place uniquement en réponse à des actions que vous effectuez et qui équivalent à une demande de services, comme configurer vos préférences en matière de confidentialité, ouvrir une session ou remplir des formulaires. Vous pouvez configurer votre navigateur pour qu'il bloque ces témoins; toutefois, certaines sections du site ne fonctionneront pas. Ces témoins n'enregistrent pas de renseignements personnels permettant l'identification.**Work Location**:San Francisco, Californie, États-Unis d'Amérique**Hours:**40**Line of Business:**Valeurs Mobilières TD**Pay Detail:**$250,000 - $275,000 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.**Job Description:**The VP Investment Banking TDS provides professional level of expertise as part of a client team and liaises with clients at various levels and helps execute on transactions.**Depth & Scope:*** Develops transaction ideas and discusses appropriate context with senior coverage team members* Develops revenue in all product areas and executes transactions* Demonstrates relevant market / industry / product knowledge* Structures/delivers high impact presentations* Maintains client relationships and keeps them informed as deals progress* Keeps more senior M&A and coverage officers informed as deals progress/issues arise* Liaises and/or interacts with clients at all levels (CFO, Treasurer, Assistant Treasurer, etc.)* Liaises with clients primarily at CEO and CFO level* Executes on deals, generating or contributing to increases in revenue levels* Directs, trains, and develops team members to enable them to meet challenges department objectives and achieve full potential* Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank* Maintains confidentiality of client information* Accountable for providing expertise and support to senior coverage team members in execution of transactions and deal structure by providing expertise and knowledge of relevant markets/industries/products* Develops recommendations/ideas for transactions and revenue generation, structures/delivers presentations, and manages deals/transactions as they progress/issues arise (escalating and keeping senior coverage officers informed as required)* Liaises and maintains client relationships* Acts as an experienced specialist for an assigned business or portfolio; role requires deep knowledge**Education & Experience:*** Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics* Series 7, 79 and 63* 5-7 Years of related experience**Physical Requirements:**Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%* Domestic Travel - Occasional* International Travel - Never* Performing sedentary work - Continuous* Performing multiple tasks - Continuous* Operating standard office equipment - Continuous* Responding quickly to sounds - Occasional* Sitting - Continuous* Standing - Occasional* Walking - Occasional* Moving safely in confined spaces - Occasional* Lifting/Carrying (under 25 lbs.) - Occasional* Lifting/Carrying (over 25 lbs.) - Never* Squatting - Occasional* Bending - Occasional* Kneeling - Never* Crawling - Never* Climbing - Never* Reaching overhead - Never* Reaching forward - Occasional* Pushing - Never* Pulling - Never* Twisting - Never* Concentrating for long periods of time - Continuous* Applying common sense to deal with problems involving standardized situations - Continuous* Reading, writing and comprehending instructions - Continuous* Adding, subtracting, multiplying and dividing - ContinuousThe above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.**Who We Are**TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.**Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.**Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of #J-18808-Ljbffr

Private Client Office Director, SVP page is loaded## Private Client Office Director, SVPlocations: San Francisco, CA 300 California Streettime type: Full timeposted on: Posted 24 Days Agojob requisition id: 18580**Position Title**Private Client Office Director, SVP**Location**San Francisco, CA 94104**Job Summary**The Private Client Director is responsible for driving results in the Private Client Office with prospective high net worth individuals and businesses through significant business development activities. Additionally, the role will professionally manage onboarded client relationships to maintain the highest levels of satisfaction, earn additional business and quality referrals. Expected activities including but not limited to: leading and performing internal and external prospect and client meetings, networking events, working with COI's, outreach activities, etc. Engage and coach the team to perform at the highest level. Pay Range: $165,621 - $223,588 - $281,556**Job Responsibilities:*** Acquiring and deepening affluent client relationships through dedicated and consistent business development and relationship management activities .* Manage the Private Client Office in Service delivery, Sales, Ops compliance and all HR matters.* Possess a deep understanding of Flagstar Private Bank's consumer and business product offerings, as well as broader capabilities across all LOBs at Flagstar Bank. Ability to comprehend individual financial situations and introduce appropriate bankers and subject matter experts as needed, with the intention of deepening relationships. Anticipate opportunities and challenges pro-actively in all situations.* Analyze and resolve issues for clients, leveraging PCO Bankers and internal subject matter experts when appropriate, and escalating any sensitive matters as needed.* Culture carrier; in every internal and external relationship, work to collaborate on, deliver and follow-up on customized solutions.**ADDITIONAL ACCOUNTABILITIES*** Use independent judgement, experience and discretion to make decisions.* Interface with top clients, executives and board members as needed.* Team subject matter expert in all Private Bank deposit and credit products, as well as wealth management solutions.* Perform special projects, and additional duties and responsibilities as required.* Adhere to regulatory and compliance policies and standards linked to the job as listed and complete required compliance training. Accountable to maintain compliance with applicable federal, state and local laws and regulations.* Ultimately responsible for the Private Client office and facilities.**JOB REQUIREMENTS****Required Qualifications:*** Education level required: Undergraduate Degree (4 years or equivalent).* Minimum experience required : 5+ Years experience working in business development with affluent clients in Private Banking or Wealth Management.* Minimum experience required: 5+ Years leading high-performance teams in financial services.**Job Competencies:*** Strong leadership and influence skills.* Ability to analyze and provide financial service solutions to individual and business private banking clients.* Adept at networking, outreach and setting appointments.* Skilled in working with Centers-of-Influence.* Multi-tasking required.* Exceptional calendar and time management required.Flagstar is an Equal Opportunity EmployerFlagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information:## **Who We Are**## Flagstar Bank is a diversified consumer and commercial bank grounded in building relationships to meet clients where they are on their financial journeys.## ## **Our History**## Our parent company, New York Community Bancorp, Inc., is based in Hicksville, NY, and has $116.3 billion in assets, $85.6 billion in loans, $81.4 billion in deposits, and $10.8 billion in total stockholder equity. We are a leading regional bank with 420 banking branches, 134 private client banking teams, wholesale lending via approximately 3,000 third-party originators, retail mortgage lending, multifamily lending, mortgage servicing, and subservicing. We're also the second largest mortgage warehouse lender nationally based on total commitments. Flagstar has strong footholds in the Northeast and Midwest and exposure to high-growth markets in the Southeast and West Coast.## ## **What We Do**## We are driven by our commitment to partner with our clients to set and reach goals together, helping them to take charge and thrive.## ## Equal Opportunity Employer## For more information:## **Member FDIC/Equal Housing Lender** #J-18808-Ljbffr

The Strategy & Business Operations team supports the Risk and Identity Solutions (RaIS) team within the Value-Added Services (VAS) division of Visa. VAS and RaIS are recently-formed organizations whose products have historically operated largely independent of each other. As fraud and identity grow more complex and as Visa seeks to increase revenue growth in these areas via RaIS products, there is a need for a forward-looking coordinated view of how Visa approaches the risk and identity markets (e.g., customer needs, growth areas, buying behavior) as well as coordination of commercial activities (e.g., GTM, commercialization, pricing, revenue planning). This role will play a key role in setting and maintaining the strategy for the RaIS business, with a particular focus on commercial levers and striving for a One Visa approach. The team partners with the RaIS leadership team to drive the overall business strategy for RaIS with a focus on revenue growth levers and commercial execution. This role reports to the VP, Global Head of RaIS Strategy and Business Optimization, who reports to the SVP Global Head of RaIS, with a dotted reporting line to the Chief Operating Officer and Head of Strategy for Value-Added Services. Essential Functions Construct and maintain a coherent view of market opportunity by customer segment and region, incorporating market/competitive intelligence, and customer insights/VOC, and potential threats. Create an overall forward-looking RaIS strategy and narrative based themes, trends, and emerging customer needs developed via close collaboration with RaIS leadership, the RaIS Product Strategy Lead, global and regional product, marketing and sales/relationship teams, and Risk. Lead projects or major workstreams related to long-range strategy development and assessment of significant organic and inorganic opportunities to evaluate and identify growth levers in collaboration with RaIS Leadership, RaIS Business Strategy Lead, global and regional Partnerships, Corporate Development, and Strategy teams. Structure and solve a wide array of business problems by collaborating with a range of internal stakeholders. Organize and prioritize critical information, issues, and data to facilitate efficient decision making. Build out unique, creative, and impactful recommendations. Coordinate and align business strategy with other VAS businesses including Acceptance, Issuing, Open Banking, and VCA Ensure RaIS follows best practices in GTM, commercialization, pricing, and marketing leveraging and coordinating with broader Visa and VAS capabilities and teams. Oversee and maintain competitive intelligence work. Support integration of acquisitions/partnerships as needed. Perform ad-hoc analysis as needed by RaIS leadership. Partner with Portfolio Management & Operations team to create business case and investment frameworks to improve internal decision making and prioritization processes. Oversee strategy analysts supporting the above responsibilities, including managing priorities, performance management, career path development, and ongoing coaching/mentoring as needed. Provide continuous coaching and training to teammates. This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager. Basic Qualifications 12 or more years of work experience with a Bachelor's Degree or at least 10 years of work experience with an Advanced degree (e.g. Masters/MBA /JD/MD), or a minimum of 5 years of work experience with a PhD Preferred Qualifications 15 or more years of experience with a Bachelor's Degree or 12 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, or MD), PhD with 9+ years of experience Business Acumen Strong command of financial, market and consumer data and frameworks with the ability to grasp and distill complex issues. Experience working in a fast-paced and evolving global matrix organization. Problem Solving Structured thinker with robust decision-making and deep analytical skills. Keen eye for detail with the ability to support recommendations grounded on data and facts. Relationship Building Ability to engage, influence, and inspire teammates. Ability to build relationships at senior levels and navigate complex structures. Communications Strong oral and written communication skills. Ability to craft compelling communications in short time frames with editorial prowess. Advanced visual design skills that enable simple, elegant storytelling to internal and external audiences. Execution Excellent project management and program management skills and experience in leading cross-functional projects. Able to adjust to multiple tasks / demands and shifting priorities under time constraints. A hands-on approach to all activities with an unwavering passion for excellence that is contagious. Product Development Business understanding of product lifecycle approaches, modern data science approaches, and approaches to manage a product portfolio strategy. Domain Knowledge Deep understanding of current fraud and identity risks and industry pain points for our customers. Understanding of fraud and identity solutions in market and market dynamics. Work Hours Vary upon the needs of the department. Travel Requirements This position requires travel5-10% of the time. Mental/Physical Requirements This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 217,600 to 315,650 USD per year. Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401(k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. #J-18808-Ljbffr

Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure. Investment Professionals' Compensation | Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance