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  • Vice President, Architecture

    Fidelity Investments 4.6company rating

    Boston, MA jobs

    Vice President, Architecture for Contact Center Build Strategy, Enterprise Contact Center At Fidelity, our Contact Centers are an essential way for customers and clients to interact with the right Fidelity associate for their financial goals, needs, and questions. As part of its overall cloud and technology transformation, Fidelity's Enterprise Customer Contact Center (EC3) organization is actively working to transform how our Contact Centers will support the future needs of our business teams, their associates, customers and clients. As Vice President, Architecture for Contact Center Build Strategy you will define capabilities, solutions, patterns, standards, and guidelines related to the Fidelity Contact Center and the Associate Desktop Experience. You will work closely with EC3 Product and Technology leads, key business stakeholders, and other architects leading related capabilities. The Expertise and Skills You Bring 15+ years of proven experience in an architecture or engineering role with 7+ years of experience as a lead solution architect and technology leader in large enterprise contact centers. You have in-depth experience analyzing business requirements, designing end-to-end contact center solutions, and developing technology roadmaps. You have deep knowledge of telephony, interexchange carrier (IXC) systems, and intelligent cloud-based edge networking capabilities that provide toll free calling services to large enterprise contact centers with resilient cloud infrastructure. You have deep knowledge of contact center platforms such as Genesys, Cisco, Avaya, Amazon Connect, Nice CXone, CCaaS solutions, Infrastructure as Code and related tools, and CRM systems. You have experience implementing and optimizing omnichannel strategies including voice, chat, SMS, and email to enhance customer engagement. You have modernization experience for contact center self-service experiences (IVR to IVA), and intelligent contact routing across channels and services. You have technical integration experience to ensure end-to-end contact center capabilities are deployed seamlessly throughout the customer and agent experience including infrastructure, channels and services, self-service, intelligent routing, agent desktop and agent assistance, workforce engagement as well as new emerging capabilities. You are able to provide guidance and mentorship to technical teams and collaborate with stakeholders across the company to ensure architecture deliverables enable a successful deployment solution. You are an experienced architect designing and supporting enterprise level infrastructure using public cloud technologies with Amazon, Google, and/or Azure. You demonstrate excellent communication, interpersonal and relationship building skills with which you influence decisions and engage across Fidelity and at all levels of the organization. You have a passion for solving complex problems and a track record of delivering innovative solutions for solving them. The Value You Deliver Delivering and maintaining Contact Center and EC3-related capabilities, solutions, solution architectures, patterns, standards, guidelines, and specifications for the Fidelity Blueprint. Supporting and enabling technology Product and Chapter Leaders to deliver increased value to our customers and operations associates. Measuring performance through established objectives and metrics that deliver agreed upon business, technology, and people results. Partnering with agile product area leaders, chapter area leaders, agile team leads, and architects to develop platform designs and solution roadmaps. Ensuring the solutions that are delivered meet high standards for quality, performance, and scale. Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. The base salary range for this position is $140,000-285,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Information Technology
    $140k-285k yearly 1d ago
  • Director, Digital Assets, Financial Crimes Models & Analytics

    Fidelity Investments 4.6company rating

    Jacksonville, FL jobs

    Job Description:Director, Digital Assets, Financial Crimes Models & AnalyticsThe Role We're seeking a Digital Assets Director to serve as a subject-matter expert and to lead the team directly/indirectly responsible for the development and maintenance of innovative cryptocurrency transaction monitoring and trade surveillance solutions. In this 100% crypto-focused role you will partner with Data Engineers, Data Scientists, Business Intelligence and Compliance professionals to oversee the buildout, management, and improvement of Fidelity's blockchain forensics and trade surveillance capabilities. The role will have broad exposure to senior leaders in Fidelity Digital Assets (‘FDA'), Legal, Risk and Compliance functions. You will partner with development teams to build out critical digital asset surveillance processes and be able to identify when a requirement isn't understood, or a process or control isn't sufficient. You will serve as an in-house crypto expert and thought leader, leveraging your expertise across all phases of the model development life cycle. Responsibilities of this role: Drive digital assets model development and enhancement initiatives. Support crypto related new business initiatives from a blockchain analytics and on-chain compliance perspective. Partner with Business Unit Technology functions to support development work relative to digital asset surveillance programs. Manage a small but growing team of digital asset/business intelligence professionals to execute on the Models & Analytics Team's strategic vision. Serve as a subject matter authority on blockchain forensics and cryptocurrency investigations, industry trends and standards. Manage digital asset vendor relationship(s), participate in annual vendor oversight responsibilities and influence product roadmaps to maximize value from the relationships. Maintain relationships with key stakeholders in the Financial Crimes Compliance team and those across Risk, Tech, and Business functions. Present to senior leaders on cryptocurrency compliance trends, risks and impacts to the Financial Crimes Compliance program. Support presentations to federal and state regulators on surveillance models and controls during annual exams and new product approval efforts. Continually increase your knowledge and understanding of the evolving digital asset landscape, always cognizant of technical and regulatory developments, and alert to emerging risks. Providing insight on all aspects of Fidelity's crypto operations Positioning the Financial Crimes Compliance program to continue to protect Fidelity Investments customers and brand for years to come The Expertise and Skills You Bring Prior AML/Fraud advisory, surveillance, or investigative experience. Prior financial crimes model development and/or maintenance experience. Deep knowledge of the digital asset ecosystem, including cryptocurrencies, stablecoins, decentralized finance (bridging/swapping/minting/burning), and more. Experience managing multiple initiatives simultaneously in addition to direct reports with their own projects. Experience with project planning, communicating with stakeholders, and monitoring and maintaining model performance. Prior experience managing a team of high performing individuals with diverse skill sets. Prior experience maintaining critical relationships with senior executives in Compliance, Tech, and Business functions. Personal experience trading cryptocurrencies, stablecoins and/or NFTs. Passion for cryptocurrencies and the broader crypto ecosystem in general. Prior experience supporting regulatory response efforts. Chainalysis Academy or Elliptic LEARN certifications a plus. FINRA Series 7, 63, 24 or 9/10 registrations a plus. Experience with blockchain analytics tools (e.g., Elliptic, Chainalysis, TRM Labs etc.) their various tool suites, and conducting crypto investigations using these products Knowledge of digital asset AML & fraud typologies such as peel chains, mixers/privacy wallets, pig butchering investment and romance scams, use of non-AML/KYC compliant services or dApps to obfuscate prior activity, and indirect exposure through VASP transactions and correspondent relationships Capable of deep-diving raw data to understand database and table structure, data location and potential data gaps (raw vs. front-end systems) while clearly articulating findings Able to navigate front-end systems and the databases where relevant crypto data is being stored communicating with technologists Excellent listening, communication (verbal and written), influencing, and presentation skills Knowledge/experience with Agile frameworks and methodologies a plus Passionate about crypto and its intersection with Financial Crimes Intellectually curious and an early adopter of new technology Very thorough with strong documentation skills Able to communicate and explain crypto concepts to non-technical audience Great demeanor, teammate, and effective contributor Strong interpersonal skills Note: Fidelity is not providing immigration sponsorship for this position The Team The Financial Crimes Models & Analytics Team is part of the Financial Crimes Compliance organization. The organization strives to protect Fidelity's businesses, clients, customers, and reputation by providing effective and timely analytical and investigative services, enabling us to provide the optimal balance of risk management and customer experience. Financial Crimes Models & Analytics is an agile development team supporting all phases of the software development life cycle. We're looking for curious individuals that love data, have a passion for technology and digital assets and thrive in a team-based culture. You will work with vast amounts of data across numerous Fidelity business lines. You'll have the opportunity to learn, test and implement new technologies supporting both existing and new Fidelity businesses. The Financial Crimes Models and Analytics Team within Fidelity Investments Financial Crimes Compliance group is responsible for the design, development and maintenance of the firms FCC detection and screening models. We partner with colleagues across Fidelity's Corporate Technology, Compliance, Investigations, Legal and Risk groups to build software, data science and analytics solutions that support the firms monitoring programs. The Analytics team supports Fidelity's Economic Sanctions, Negative Media, Customer Risk Rating, Insider Trading, Elder Financial Exploitation, Digital Assets, Low-Priced Securities, International Payments, surveillance, and screening programs. The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Business Analytics and Insights
    $110k-222k yearly 2d ago
  • Director, Digital Assets, Financial Crimes Models & Analytics

    Fidelity Investments 4.6company rating

    Jersey City, NJ jobs

    Job Description:Director, Digital Assets, Financial Crimes Models & AnalyticsThe Role We're seeking a Digital Assets Director to serve as a subject-matter expert and to lead the team directly/indirectly responsible for the development and maintenance of innovative cryptocurrency transaction monitoring and trade surveillance solutions. In this 100% crypto-focused role you will partner with Data Engineers, Data Scientists, Business Intelligence and Compliance professionals to oversee the buildout, management, and improvement of Fidelity's blockchain forensics and trade surveillance capabilities. The role will have broad exposure to senior leaders in Fidelity Digital Assets (‘FDA'), Legal, Risk and Compliance functions. You will partner with development teams to build out critical digital asset surveillance processes and be able to identify when a requirement isn't understood, or a process or control isn't sufficient. You will serve as an in-house crypto expert and thought leader, leveraging your expertise across all phases of the model development life cycle. Responsibilities of this role: Drive digital assets model development and enhancement initiatives. Support crypto related new business initiatives from a blockchain analytics and on-chain compliance perspective. Partner with Business Unit Technology functions to support development work relative to digital asset surveillance programs. Manage a small but growing team of digital asset/business intelligence professionals to execute on the Models & Analytics Team's strategic vision. Serve as a subject matter authority on blockchain forensics and cryptocurrency investigations, industry trends and standards. Manage digital asset vendor relationship(s), participate in annual vendor oversight responsibilities and influence product roadmaps to maximize value from the relationships. Maintain relationships with key stakeholders in the Financial Crimes Compliance team and those across Risk, Tech, and Business functions. Present to senior leaders on cryptocurrency compliance trends, risks and impacts to the Financial Crimes Compliance program. Support presentations to federal and state regulators on surveillance models and controls during annual exams and new product approval efforts. Continually increase your knowledge and understanding of the evolving digital asset landscape, always cognizant of technical and regulatory developments, and alert to emerging risks. Providing insight on all aspects of Fidelity's crypto operations Positioning the Financial Crimes Compliance program to continue to protect Fidelity Investments customers and brand for years to come The Expertise and Skills You Bring Prior AML/Fraud advisory, surveillance, or investigative experience. Prior financial crimes model development and/or maintenance experience. Deep knowledge of the digital asset ecosystem, including cryptocurrencies, stablecoins, decentralized finance (bridging/swapping/minting/burning), and more. Experience managing multiple initiatives simultaneously in addition to direct reports with their own projects. Experience with project planning, communicating with stakeholders, and monitoring and maintaining model performance. Prior experience managing a team of high performing individuals with diverse skill sets. Prior experience maintaining critical relationships with senior executives in Compliance, Tech, and Business functions. Personal experience trading cryptocurrencies, stablecoins and/or NFTs. Passion for cryptocurrencies and the broader crypto ecosystem in general. Prior experience supporting regulatory response efforts. Chainalysis Academy or Elliptic LEARN certifications a plus. FINRA Series 7, 63, 24 or 9/10 registrations a plus. Experience with blockchain analytics tools (e.g., Elliptic, Chainalysis, TRM Labs etc.) their various tool suites, and conducting crypto investigations using these products Knowledge of digital asset AML & fraud typologies such as peel chains, mixers/privacy wallets, pig butchering investment and romance scams, use of non-AML/KYC compliant services or dApps to obfuscate prior activity, and indirect exposure through VASP transactions and correspondent relationships Capable of deep-diving raw data to understand database and table structure, data location and potential data gaps (raw vs. front-end systems) while clearly articulating findings Able to navigate front-end systems and the databases where relevant crypto data is being stored communicating with technologists Excellent listening, communication (verbal and written), influencing, and presentation skills Knowledge/experience with Agile frameworks and methodologies a plus Passionate about crypto and its intersection with Financial Crimes Intellectually curious and an early adopter of new technology Very thorough with strong documentation skills Able to communicate and explain crypto concepts to non-technical audience Great demeanor, teammate, and effective contributor Strong interpersonal skills Note: Fidelity is not providing immigration sponsorship for this position The Team The Financial Crimes Models & Analytics Team is part of the Financial Crimes Compliance organization. The organization strives to protect Fidelity's businesses, clients, customers, and reputation by providing effective and timely analytical and investigative services, enabling us to provide the optimal balance of risk management and customer experience. Financial Crimes Models & Analytics is an agile development team supporting all phases of the software development life cycle. We're looking for curious individuals that love data, have a passion for technology and digital assets and thrive in a team-based culture. You will work with vast amounts of data across numerous Fidelity business lines. You'll have the opportunity to learn, test and implement new technologies supporting both existing and new Fidelity businesses. The Financial Crimes Models and Analytics Team within Fidelity Investments Financial Crimes Compliance group is responsible for the design, development and maintenance of the firms FCC detection and screening models. We partner with colleagues across Fidelity's Corporate Technology, Compliance, Investigations, Legal and Risk groups to build software, data science and analytics solutions that support the firms monitoring programs. The Analytics team supports Fidelity's Economic Sanctions, Negative Media, Customer Risk Rating, Insider Trading, Elder Financial Exploitation, Digital Assets, Low-Priced Securities, International Payments, surveillance, and screening programs. The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Business Analytics and Insights
    $110k-222k yearly 2d ago
  • Director, Architecture

    Fidelity Investments 4.6company rating

    Boston, MA jobs

    At Fidelity Brokerage, we are seeking an accomplished Cybersecurity Solutions Architect to support the Brokerage Solution Architecture team in defining secure, end-to-end technology strategy for the retail brokerage customer experience. In this role, you will lead efforts to continuously improve the cybersecurity posture and practices within the Brokerage technology Architecture and Engineering organizations in collaboration with Enterprise cybersecurity efforts. The Expertise You Have An ideal candidate will have a solid cybersecurity background and proven experience building secure, scalable systems within FinTech. The ideal candidate will also have an effective combination of interpersonal and technical skills enabling them to work effectively within large organizations, building relationships and collaborating with architecture, product owners, engineering, QA, and customers to bring new experiences and capabilities to market. The Skills You Bring 7+ years of experience in cybersecurity engineering, developing cybersecurity programs, policies, and guidelines, and implementing mitigating controls within large-scale infrastructure portfolios Proficient in Cloud Architectures, services, and patterns 7+ years of experience in software engineering delivering web and/or desktop applications Experience with DevSecOps and authoring CI/CD automation Deep understanding of well-architected framework implementation: Operational Excellence, Security, Reliability, Performance Efficiency, and Cost optimization Proven leadership in Zero Trust architecture for hybrid and multi-cloud environments Familiarity with secrets management and certificate lifecycle automation Relevant certifications - CISSP, CCSP, ITIL, or equivalent Solid understanding of cryptography controls and enterprise PKI operations Practical use of Infrastructure as Code for secure repeatable builds The base salary range for this position is $126,000-255,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Information Technology
    $126k-255k yearly 1d ago
  • Director, Architecture

    Fidelity Investments 4.6company rating

    Boston, MA jobs

    Director, Data Architect Fidelity Workplace Investing (WI) is seeking an experienced data architect to support the Workplace Platforms product area. The ideal candidate will have a solid understanding of data architecture principles and data strategy development. In this role, you will be responsible for formulating and driving the data strategy to help drive modernization efforts from a data perspective. You will also be working across business units and enterprise technology teams partnering with business leaders, architecture, and engineering to influence our core and common strategy and deliver these data capabilities. The Expertise and Skills You Bring Education - BS or MS required Demonstrated technology and personal leadership experience in architecting, designing, and building highly scalable transactional, analytical, and/or reporting applications Ability to formulate data strategy, conceptual architecture and work with development teams to execute the strategy Expertise in data management standard methodologies such as data integration, data security, data warehousing, data analytics, metadata management and data quality Ability to evaluate, prototype and recommend emerging data technologies and platforms Demonstrated experience developing enterprise applications and data solution in the cloud - Azure/AWS Experience architecting large complex systems with large volume and high-performance requirements Strong understanding of Data Modeling concepts including 3rd normal form and dimensional modeling Expertise in relational database technologies such as Oracle and Snowflake; cloud native databases such as Yugabyte DB and Cockroach DB; and NoSQL databases such as Aerospike Expertise in programming languages such as SQL and Python, Java a plus ETL experience on-prem and the cloud, preferred Python, Informatica and Snaplogic Experience with data processing concepts such as Change Data Capture, Eventing, and Streaming technologies Analytical reporting experience, preferably Snowflake and PowerBI Understanding of cloud concepts, specifically resiliency, scalability, and performance from a data/database perspective The base salary range for this position is $126,000-255,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Information Technology
    $126k-255k yearly 1d ago
  • Director, Architecture

    Fidelity Investments 4.6company rating

    Westlake, TX jobs

    Director, Data Architect Fidelity Workplace Investing (WI) is seeking an experienced data architect to support the Workplace Platforms product area. The ideal candidate will have a solid understanding of data architecture principles and data strategy development. In this role, you will be responsible for formulating and driving the data strategy to help drive modernization efforts from a data perspective. You will also be working across business units and enterprise technology teams partnering with business leaders, architecture, and engineering to influence our core and common strategy and deliver these data capabilities. The Expertise and Skills You Bring Education - BS or MS required Demonstrated technology and personal leadership experience in architecting, designing, and building highly scalable transactional, analytical, and/or reporting applications Ability to formulate data strategy, conceptual architecture and work with development teams to execute the strategy Expertise in data management standard methodologies such as data integration, data security, data warehousing, data analytics, metadata management and data quality Ability to evaluate, prototype and recommend emerging data technologies and platforms Demonstrated experience developing enterprise applications and data solution in the cloud - Azure/AWS Experience architecting large complex systems with large volume and high-performance requirements Strong understanding of Data Modeling concepts including 3rd normal form and dimensional modeling Expertise in relational database technologies such as Oracle and Snowflake; cloud native databases such as Yugabyte DB and Cockroach DB; and NoSQL databases such as Aerospike Expertise in programming languages such as SQL and Python, Java a plus ETL experience on-prem and the cloud, preferred Python, Informatica and Snaplogic Experience with data processing concepts such as Change Data Capture, Eventing, and Streaming technologies Analytical reporting experience, preferably Snowflake and PowerBI Understanding of cloud concepts, specifically resiliency, scalability, and performance from a data/database perspective The base salary range for this position is $126,000-255,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Information Technology
    $126k-255k yearly 1d ago
  • Director - Fidelity Digital Assets Program Financial Crimes Compliance

    Fidelity Investments 4.6company rating

    Jersey City, NJ jobs

    DIRECTOR - COMPLIANCE ADVISOR | Fidelity Digital Assets The Role We are looking for a dedicated Director - Compliance Advisor, who among other responsibilities will help lead the development of digital asset AML/CFT and sanctions policies, procedures, governance and standards to ensure Fidelity Digital Assets complies with heightened financial crimes compliance expectations for digital assets. As a Director, you will be responsible for building a comprehensive first-line of defense program with a focus on building out best practices in financial crimes compliance to support new offerings including policies, procedures, reporting and governance. These requirements are to ensure compliance with regulatory expectations and is critical to our success. We are looking for a collaborative, team-focused Director with a sharp attention to detail that will work within the business and across many functions to ensure appropriate oversight and administration our digital assets. In conjunction with the Fidelity Digital Assets AML Officer and Financial Crimes Compliance, responsibilities are expected to include: Developing, writing and maintaining policies, procedures and standards for: AML and Sanctions compliance standards for new products and services that may present novel financial crimes risk; Transaction monitoring and reporting program tailored to digital assets; AML Governance, including the creation of key risk indicators and other metrics for senior management and regulatory reporting; Oversight of outsourced service providers, including internal AML and Sanctions support teams; Travel Rule and funds transfer compliance Advising front office colleagues on all issues relating to AML and Sanctions Compliance Serving as an essential conduit between the Financial Crimes Compliance Team and the Fidelity Digital Assets front office to assist in the successful implementation of AML and Sanctions compliance initiatives; Internal audit and regulatory exam support; Developing and providing reporting to senior management and regulators as needed Staying well-informed on the evolving regulatory landscape and communicating new and revised regulatory requirements to the business The Expertise and Skills You Bring Established (8+ years) track record of success in financial services including experience with Compliance, AML and Financial Crimes Deep knowledge of applicable AML and Sanctions laws and regulations and an understanding of material proposed regulations impacting the field Experience with digital assets is required Ability to influence key decision makers through a combination of knowledge, reasoning and relationships Demonstrated success working collaboratively across various teams, including Compliance, Legal, Operations, Risk and Audit Excellent interpersonal, verbal, and written communication skills including ability to tailor communication to stakeholders at various levels 4-year college degree required Great organizational skills and proven ability to balance competing asks according to policy, urgency, and importance Proven ability to simultaneously identify, prioritize and address multiple issues and respond to shifts in priorities Strong ability to work and flourish in a fast-moving, start-up environment that operates in an uncharted regulatory environment Process documentation, including process flows This role will include a blend of at-home and in-office work. Learn more about how Fidelity has embraced Dynamic Working. Fidelity is not providing immigration sponsorship for this position The Team A subsidiary of Fidelity Investments, Fidelity Digital Assets provides an institutional-grade digital asset experience that incorporates the history, principles, and expertise of a traditional financial institution. The business is uniquely built for institutional investors and offers secure custody, integrated trading, and 24/7 support in the digital asset ecosystem. Established in 2019, Fidelity Digital Assets develops products and solutions that scale with investors' needs, allowing clients to navigate digital assets with confidence. Learn more at ****************************** The base salary range for this position is $103,000-211,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Compliance
    $103k-211k yearly 1d ago
  • Director, Quant Strategist

    Fidelity Investments 4.6company rating

    Boston, MA jobs

    The Role We are looking to hire a Director, Quant Strategist to strengthen our US team. By combining hands-on quantitative research with team leadership, the successful candidate will be accountable for developing and monitoring strategies, ensuring model robustness, troubleshooting issues, and driving workflow enhancements. This role will play a central part in driving our DeFi research efforts and requires a strong technical background, excellent problem-solving skills, and the ability to manage and mentor a small team whilst coordinating our team efforts across multiple stakeholders, and cross-regional teams. Key Responsibilities Strategy Research & Implementation Conduct research into yield-oriented strategies across of a range of market structures and venues, with an emphasis on identifying risk-adjusted return opportunities Design and run backtests to evaluate strategy performance, stress-test assumptions, and establish statistical robustness Help deeply analyze protocols to understand mechanics, risks, and potential drivers of yield. Translate insights into research hypotheses and strategy ideas Monitoring & Troubleshooting Act as a first line of response for alerts, coordinating with global colleagues to escalate and resolve issues quickly Translate lessons learned from monitoring into research and operational playbook improvements Team Leadership Manage and mentor a team of quants/analysts: run sprints, allocate tasks, and oversee objectives and results Conduct code and strategy reviews, enforce testing standards, and support professional development Foster a culture of collaboration, technical excellence, and delivery focus Risk & Stakeholder Interaction Present weekly PnL, risk metrics, and performance attribution to senior management Ensure transparent communication and reporting to internal stakeholders The Expertise and Skills You Bring Technical Expertise Proficiency in Python (e.g., Pandas, NumPy, PyTorch, etc.) and SQL with the ability to write production-quality, maintainable code Strong grounding in portfolio mathematics, risk modelling and statistical methods Experience building and maintaining research infrastructure, including data pipelines, backtesting frameworks, and related tools Communication & Engagement Able to distill complex models into actionable insights for technical and non-technical stakeholders Collaborate style and effective at working across teams and time zones, fostering strong engagement with colleagues Analytical & Research Skills Skilled at working with large, complex, and imperfect datasets, extracting signal from noise, and applying methods ranging from classical statistics to machine learning where appropriate Professional Experience Typically, 10+ years of relevant experience in digital assets, and/or quantitative research Advanced degree (Master's or PhD) in a quantitative field (e.g. Mathematics, Statistics, Computer Science, Physics, or a related discipline) Previous experience managing or mentoring a small team of quants, developers, or researchers Preferred Qualifications Prior exposure to DeFi yield strategies (staking, LP, lending, re-staking) Experience with systematic trading across traditional asset classes (equities, FX, commodities, fixed income etc.) Demonstrated initiative in generating ideas and improving processes Comfort working across time zones and collaborating with distributed teams The Team Fidelity Digital Assets is dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance. Fidelity Investments began researching blockchain technology and digital assets solutions in 2014, and years of research and development have provided us with the deep expertise necessary to build the future of finance. Come join the Quantitative Strategies team within Fidelity Digital Assets to help grow our business initiatives within DeFi and contribute to our research and product capabilities using your insights. The base salary range for this position is $126,000-255,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Data Analytics and Insights
    $126k-255k yearly 3d ago
  • AFC Modelling - Data Scientist - Associate - Vice President

    Deutsche Bank 4.9company rating

    New York, NY jobs

    Job Title: AFC Modelling - Data Scientist Corporate Title: Associate - Vice President: All Roles to be Considered Deutsche Bank benefits from having a highly experienced and dedicated Anti Financial Crime (AFC) function, which performs a crucial role in keeping Deutsche Bank's business operations and global financial services clean from financial crime while serving the interests of the Bank and society. Our regional/global matrix structure allows for flexible responses to challenges in the core areas of: Anti-Money Laundering, Sanctions & Embargoes, Anti-Fraud, Bribery & Corruption, Investigations & Intelligence, Monitoring & Screening, and Risk Assessment. Our AFC Team will provide you with opportunities to learn, grow and define your career. We foster an open, diverse, and inclusive team culture, that is engaged and well-supported for prosperity and enjoyment of a life/work balance. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift and volunteer programs What You'll Do Drive model implementation (from prototype to production), following rigorous coding, testing, and documentation best practice Responsible for Driving and execution of the Anti-Money Laundering (AML) Transaction Monitoring Americas data strategy in line with the Global Data Strategy/Framework Develop and evolve platform reporting statistics/data to monitor ongoing model success; perform 'deep dives' to interpret data quality issues, identify remediation and track to resolution Represent the group in various data governance forums, and clearly communicate data related issues and potential resolution paths Work with Business (1LOD) to understand the products being offered and define specifications/red flags for Transaction Monitoring models Review and address open AML TM findings in a timely fashion, work in partnership with AFC stakeholders to develop and drive initiatives that transform and modernize the capabilities and services of Monitoring within the AFC function How You'll Lead Establish a clear vision and goals for the team, Inspire the team to perform well and achieve business goals; provide guidance and instruction to the team, and coach them as needed. Oversee daily activities and progress towards goals, and ensure the team is adequately equipped to perform their duties. Prioritize tasks and allocating tasks to the team accordingly. The role will be collaborating across multiple teams within the M&S (Monitoring & Screening) function. Skills You'll Need Bachelor's/Master's degree in Computer Science, Data Science, Management Information System (MIS), Information Management, or equivalent Previous relevant experience conducting data science or Model Development in a business setting coupled with excellent programming skills, predominantly across the Python/Anaconda suite (Scikit-learn, Pandas, Numpy) Experience in Financial Crimes space with expertise in AML Transaction Monitoring and Advisory, with a deep understanding of transaction monitoring data for various lines of businesses, AML red flags, and AML typologies. Proficient in Financial Crime Compliance covering multiple product lines, such as Correspondent Banking, Private Banking, Wealth Management, Brokerage, Trade, and Asset Management. Demonstrated experience in Relational databases, Structured Query Language (SQL), Big Data Hadoop, Hive Query Language (HQL), Data visualization tools. Skills That Will Help You Excel Flexible and able to adapt to urgent deliverable timelines A positive outlook in a goal-oriented organization Able to demonstrate excellent analytical, judgment, and research skills Meticulous with a strong attention to detail and the ability to multitask Able to interpret complex requirements and work proactively with stakeholders in different organizational units Expectations It is the Bank's expectation that employees hired into this role will work in the New York City office in accordance with the Bank's hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York City is $110,000 to 230,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
    $110k-230k yearly 4d ago
  • VP, Senior Wealth Consultant - Ultra High Net Worth

    Charles Schwab 4.8company rating

    Rockville, MD jobs

    Regular Your opportunity *In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities* Candidate must reside or be willing to relocate to Bethesda, MD or Tyson's Corner, VA 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. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum of investment needs to help clients manage large and complex portfolios. Supporting our clients' wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs. Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs Retain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scores Partner with wealth specialists to offer solutions including banking, lending and trust Take an in-depth consultative approach to analyze, assess and find appropriate solutions to meet client needs based on the breadth of Schwab's Wealth Management offer Develop a customized financial strategy for prospects and existing clients Demonstrate a thorough understanding around how to assess suitability and recommend appropriate retirement income advice and distribution process for clients living in retirement Demonstrate proficiency in deepening relationships with clients, from engagement and discovery to gaining commitment and ongoing service. What you are good at: Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives Demonstrates a bias for action and a commitment to achieving sustainable results Able to listen to client's needs and make decisions/take actions that help clients achieve their long-term goals Knows how to follow the proper risk, supervision and controls guidelines to deliver the best outcomes for clients. Exhibits strong culture of compliance, adherence to policy and Schwab's high standards Demonstrates good judgment in selecting methods and approaches for finding appropriate solutions for clients Able to adjust style of communication to best connect with others Demonstrates and encourages collaboration and teamwork cross functionally and within his/her team Demonstrates personal resilience and a commitment to continually learn Able to remain positive and focused during times of pressure, adversity, or change Actively engages and helps others succeed Understands life event triggers for clients and leverages this ability to consolidate and retain assets; proven ability to probe clients for life event triggers and provide financial advice accordingly Flexible in changing environmental, economic, and client need scenarios; proven experience demonstrating the ability to lead change within self and others positively What you have To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Preferred Qualifications Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP highly preferred Bachelor's degree highly preferred Required Qualifications Active & valid FINRA Series 7 license Active & valid FINRA Series 66 (63/65) license Active & valid Life & Health insurance 7+ years financial services industry experience 2+ years Ultra- HNW client experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. 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
    $152k-240k yearly est. 1d ago
  • Vice President - Cybersecurity Incident Response Team Lead

    CrÉDit Agricole CIB 4.9company rating

    New York, NY jobs

    The Cybersecurity Incident Response Team Lead is a leadership role responsible for leading and enhancing the bank's Security Operations strategy. The Cybersecurity Incident Response Lead will oversee the incident response and threat intelligence programs to safeguard critical assets and data. The ideal candidate will combine technical expertise, operational efficiency, and a strategic mindset to mitigate risks and ensure compliance with regulatory requirements. This role requires exceptional leadership, technical skills, and communication skills to drive cross-functional collaboration and instill a culture of security across the organization. Key Responsibilities Strategic Leadership Develop and execute a comprehensive security operations strategy aligned with the bank's risk appetite and business objectives. Provide thought leadership on emerging cyber risks and recommend proactive measures to mitigate them. Serve as a trusted advisor to executive leadership, management committees, and the board on cyber risk issues. Define, maintain, and report operational metrics to evaluate Security Operations program performance, effectiveness, and adherence with organizational and regulatory requirements. Incident Response and Crisis Management Direct and manage Americas Cyber Security Incident Response Team (CSIRT) to ensure timely monitoring, detection, and response to threats. Lead the development and execution of the bank's incident response plan and associated playbooks Coordinate responses to security incidents, ensuring minimal impact and quick recovery. Establish and maintain a threat intelligence program to proactively identify and respond to emerging threats. Process and Technology Optimization Evaluate, implement, and optimize security processes and technologies to enhance detection and response capabilities. Collaborate with IT and engineering teams to integrate security into systems and processes. Stay updated on emerging technologies and recommend solutions to address evolving threats. Regulatory Compliance and Audit Readiness Ensure adherence to cyber risk management regulations, including FFIEC and other applicable laws. Represent the bank during regulatory examinations, audits, and executive presentations on cyber risk topics. Maintain thorough documentation to demonstrate adherence to policies and standards. Team Leadership and Development Build and mentor a high-performing security operations team. Provide training and development opportunities to ensure team members stay current in the field. Foster a culture of accountability, collaboration, and continuous improvement Core Competencies Ability to work at both a strategic and tactical level, focusing on the broader picture while driving execution. Ability to manage multiple initiatives simultaneously, determine prioritization, and work under minimal supervision. Awareness of latest Information Security risks. Comfort working in a highly global, diverse, and hybrid (office and virtual) work environment. Strong technology, information security, and investigation skills. Strong communication and documentation skills. Knowledge of business, regulatory, and compliance requirements in the financial services industry Qualifications/Education Required: Bachelor's degree in Cybersecurity, Information Technology, Business Administration, or a related field. Advanced degree (MBA, MS) is strongly preferred. Relevant industry certifications (CISSP, CISM, GIAC) are strongly preferred. Experience Required: Minimum 10+ years of experience in information security or related field. At least 3 years of experience in a senior leadership role within the banking or financial services industry strongly preferred Competencies Required: Incident Management: Ability to analyze, prioritize, and manage security incidents effectively. Strategic Thinking: Ability to align cyber risk initiatives with business objectives Communication and Documentation: Strong ensure thorough documentation and clear communications over security operations activities. Leadership and Team Management: Proven track record of building and leading high performing teams Industry Thought Leadership: Recognized as a subject matter expert in the cybersecurity or risk management space Regulatory Compliance: Expertise in navigating banking regulations Skills & Knowledge Requirements: Technical Knowledge: Strong knowledge with information security technologies such as SIEM, SOAR, EDR, NDR, etc. Investigations: Strong knowledge with leading security investigations. Cybersecurity Frameworks: Deep understanding of frameworks such as NIST Cybersecurity Framework Policy and Procedure Development: Proficiency in drafting and enforcing policies, procedures, and playbooks.
    $158k-219k yearly est. 4d ago
  • VP, Senior Wealth Consultant - Ultra High Net Worth

    Charles Schwab 4.8company rating

    Vienna, VA jobs

    Regular Your opportunity *In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities* Candidate must reside or be willing to relocate to Bethesda, MD or Tyson's Corner, VA 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. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum of investment needs to help clients manage large and complex portfolios. Supporting our clients' wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs. Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs Retain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scores Partner with wealth specialists to offer solutions including banking, lending and trust Take an in-depth consultative approach to analyze, assess and find appropriate solutions to meet client needs based on the breadth of Schwab's Wealth Management offer Develop a customized financial strategy for prospects and existing clients Demonstrate a thorough understanding around how to assess suitability and recommend appropriate retirement income advice and distribution process for clients living in retirement Demonstrate proficiency in deepening relationships with clients, from engagement and discovery to gaining commitment and ongoing service. What you are good at: Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives Demonstrates a bias for action and a commitment to achieving sustainable results Able to listen to client's needs and make decisions/take actions that help clients achieve their long-term goals Knows how to follow the proper risk, supervision and controls guidelines to deliver the best outcomes for clients. Exhibits strong culture of compliance, adherence to policy and Schwab's high standards Demonstrates good judgment in selecting methods and approaches for finding appropriate solutions for clients Able to adjust style of communication to best connect with others Demonstrates and encourages collaboration and teamwork cross functionally and within his/her team Demonstrates personal resilience and a commitment to continually learn Able to remain positive and focused during times of pressure, adversity, or change Actively engages and helps others succeed Understands life event triggers for clients and leverages this ability to consolidate and retain assets; proven ability to probe clients for life event triggers and provide financial advice accordingly Flexible in changing environmental, economic, and client need scenarios; proven experience demonstrating the ability to lead change within self and others positively What you have To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Preferred Qualifications Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP highly preferred Bachelor's degree highly preferred Required Qualifications Active & valid FINRA Series 7 license Active & valid FINRA Series 66 (63/65) license Active & valid Life & Health insurance 7+ years financial services industry experience 2+ years Ultra- HNW client experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. 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
    $149k-236k yearly est. 1d ago
  • Director of Product Management

    Goodleap 4.6company rating

    Fremont, CA jobs

    Director of Product, Fraud and Risk GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. We're looking for a Director of Product to lead the fraud and risk function for our consumer products. This is a high-impact IC role today, responsible for architecting the systems, controls, and decisioning that protect our credit products, consumer payments, and homeowner experiences while maintaining a seamless, high-conversion user journey. You'll own the strategy and the execution, bringing clarity to complex fraud and risk challenges. You'll align partners around the right signals and defenses, and personally driving the roadmap that materially reduces losses. As the business grows, this function will expand, and this leader will play a critical role in shaping how the team and capabilities scale. The ideal candidate brings systems-level thinking, hands-on rigor, and the ability to operate at director-level altitude while still executing with precision in a fast-moving fintech environment. Essential Job Duties & Responsibilities: Set and drive the end-to-end fraud and risk product strategy across credit products, consumer payments, and the homeowner app, delivering strong protection without compromising experience. Own the roadmap for fraud detection and risk scoring systems, and partner closely with Engineering and Data Science to advance models, rules, and real-time defenses. Partner with Security to strengthen identity and account integrity, shaping product-side risk controls (KYC/KYB, device intelligence, behavioral signals) that mitigate synthetic IDs, ATO, and mule activity. Lead the strategy to prevent fraud-driven disputes and chargebacks by strengthening upstream controls, improving decisioning logic, and reducing opportunities for abuse before they reach Operations. Analyze fraud patterns, model performance, losses, and false positives, and make sharp, data-driven decisions that reduce fraud while preserving customer experience. Manage key vendor relationships and evaluate new technologies, signals, and platforms that can strengthen our fraud and risk defenses. Collaborate with Compliance and Legal to ensure fraud and risk systems meet regulatory requirements and are audit-ready. Communicate risks, trends, and mitigation plans to senior leadership with clarity, urgency, and high signal. Required Skills, Knowledge & Abilities: 10+ years of fraud, risk, identity, or trust & safety product experience in fintech, banking, lending, payments, or consumer finance. Proven success designing fraud/risk systems, working with DS/ML teams, and shipping high-impact risk products at scale. Deep understanding of fraud vectors (ATO, synthetic identities, mule accounts, friendly fraud, credit abuse, chargebacks). Experience with KYC/AML, sanctions, adverse media, dispute regulations, and compliance alignment. Strong analytical abilities, fluent with metrics, funnels, decision trees, and interpreting model outputs. Ability to lead teams, influence senior stakeholders, and make crisp tradeoffs between risk mitigation and growth. High-signal communication: clear, structured, authoritative. $230,000 - $260,000 a year In addition to the above salary, this role may be eligible for a bonus and equity.
    $230k-260k yearly 4d ago
  • 10070076- Data Loss Prevention Senior Engineer, Vice President

    MUFG 4.1company rating

    Jersey City, NJ jobs

    Senior Security Engineer will ultimately be responsible for the design, innovation, operation, architecture, and thought leadership for the firm's user data loss prevention and data classification systems. This position will collaborate with the rest of the engineers and act as the senior authority on all aspects of the firm's DLP systems. The expectation is that this person will have an advanced understanding of the DLP, data classification, and process automation, but will also have understanding of data security strategy, capability, and use cases. This role is for a SME not just with great technical acumen, but also with great vision of where to take our program. Major Responsibilities Define, lead, and execute Data Loss Prevention strategy and processes. Analyze, design, develop, and operate programs, shell scripts, tests, and infrastructure automation capabilities necessary for daily operations and custom processes. Management of the technology and processes including monitoring, investigation, reporting, and rule maintenance. Coordinate with internal Data Loss Prevention (DLP) and Insider Threat teams to develop and integrate events with the UEBA and SOAR technology. Support security operations and other security partners in remediation or mitigation of security vulnerabilities and assist associated technical teams. Advise Insider Threat responders as they develop and coordinate response, containment, and remediation capabilities as appropriate. Provide guidance and training on the technology to additional team members. Be a willing and approachable teacher. Assist in review of Information Security policies and Program documents and provide updates for continued program maturity and evolution. Qualifications 8+ years' overall technical experience in either reverse engineering/malware analysis, threat intelligence, incident response, security operations, or related information security field 8+ years' experience in application design/engineering, including but not limited to programming/scripting, Windows/Linux system administration, relational database management system (RDBMS)/NoSQL database administration, etc. B.S. Computer Science or equivalent experience Subject matter expert in all facets of data loss prevention (DLP) technology Subject matter expert in all facets of the Symantec suite of DLP products (legacy Vontu) and Zscaler DLP Masterful understanding of DLP capabilities, strategies, and principles The typical base pay range for this role is between $137K - $176K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below. MUFG Benefits Summary
    $137k-176k yearly 2d ago
  • Director of Product Management

    Goodleap 4.6company rating

    San Jose, CA jobs

    Director of Product, Fraud and Risk GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. We're looking for a Director of Product to lead the fraud and risk function for our consumer products. This is a high-impact IC role today, responsible for architecting the systems, controls, and decisioning that protect our credit products, consumer payments, and homeowner experiences while maintaining a seamless, high-conversion user journey. You'll own the strategy and the execution, bringing clarity to complex fraud and risk challenges. You'll align partners around the right signals and defenses, and personally driving the roadmap that materially reduces losses. As the business grows, this function will expand, and this leader will play a critical role in shaping how the team and capabilities scale. The ideal candidate brings systems-level thinking, hands-on rigor, and the ability to operate at director-level altitude while still executing with precision in a fast-moving fintech environment. Essential Job Duties & Responsibilities: Set and drive the end-to-end fraud and risk product strategy across credit products, consumer payments, and the homeowner app, delivering strong protection without compromising experience. Own the roadmap for fraud detection and risk scoring systems, and partner closely with Engineering and Data Science to advance models, rules, and real-time defenses. Partner with Security to strengthen identity and account integrity, shaping product-side risk controls (KYC/KYB, device intelligence, behavioral signals) that mitigate synthetic IDs, ATO, and mule activity. Lead the strategy to prevent fraud-driven disputes and chargebacks by strengthening upstream controls, improving decisioning logic, and reducing opportunities for abuse before they reach Operations. Analyze fraud patterns, model performance, losses, and false positives, and make sharp, data-driven decisions that reduce fraud while preserving customer experience. Manage key vendor relationships and evaluate new technologies, signals, and platforms that can strengthen our fraud and risk defenses. Collaborate with Compliance and Legal to ensure fraud and risk systems meet regulatory requirements and are audit-ready. Communicate risks, trends, and mitigation plans to senior leadership with clarity, urgency, and high signal. Required Skills, Knowledge & Abilities: 10+ years of fraud, risk, identity, or trust & safety product experience in fintech, banking, lending, payments, or consumer finance. Proven success designing fraud/risk systems, working with DS/ML teams, and shipping high-impact risk products at scale. Deep understanding of fraud vectors (ATO, synthetic identities, mule accounts, friendly fraud, credit abuse, chargebacks). Experience with KYC/AML, sanctions, adverse media, dispute regulations, and compliance alignment. Strong analytical abilities, fluent with metrics, funnels, decision trees, and interpreting model outputs. Ability to lead teams, influence senior stakeholders, and make crisp tradeoffs between risk mitigation and growth. High-signal communication: clear, structured, authoritative. $230,000 - $260,000 a year In addition to the above salary, this role may be eligible for a bonus and equity.
    $230k-260k yearly 4d ago
  • Web3 Infrastructure Associate Director- HYBRID

    Generis Tek Inc. 4.0company rating

    Jersey City, NJ jobs

    Please Contact: To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Abhinav Chakraborty at email address ********************************** can be reached on # ************. We have Permanent role Web3 Infrastructure Associate Director for our client at Lake City, FL. Please let me know if you or any of your friends would be interested in this position. Position Details: Web3 Infrastructure Associate Director- HYBRID- Jersey City, NJ Location : HYBRID- Jersey City, NJ- 07310; Boston, MA- 02210 / Coppell. TX-75019/ Tampa, FL- 33647 Project Duration : Full time permanent with full benefits. Job description: Web3 Infrastructure Associate Director leads the design, deployment, and management of Web3 infrastructure initiatives, such as the client Collateral App chain-a blockchain-based network for smart contract-driven collateral management. This role blends deep expertise in infrastructure engineering, DevSecOps best practices, and blockchain network architecture. You will be responsible for building a secure, scalable, and resilient blockchain infrastructure platform that supports mission-critical financial applications. Responsibilities: Architect and lead the development of the Client Collateral App chain infrastructure and other Web3 infrastructure initiatives, ensuring high availability, scalability, and security. Design and implement blockchain node infrastructure, consensus mechanisms, and smart contract deployment pipelines. Oversee Kubernetes-based orchestration of blockchain nodes and supporting services. Manage Infrastructure as Code (IaC) using Terraform, Terragrunt, and other automation tools. Collaborate with engineering, product, and security teams to ensure seamless integration of blockchain components with existing systems. Implement and maintain monitoring, logging, and alerting systems for blockchain and infrastructure components. Ensure compliance with financial industry regulations and security standards. Lead incident response and root cause analysis for infrastructure and blockchain-related issues. Mentor and guide a team of DevOps and blockchain engineers. Stay ahead of with emerging trends in blockchain infrastructure, distributed systems, and cloud-native technologies. Mitigates risk by following established procedures and monitoring controls, spotting key errors and demonstrating strong ethical behavior. **NOTE: The Primary Responsibilities of this role are not limited to the details above. Qualifications: Bachelor's or Master's degree in Computer Science, Engineering, or related field. Minimum of 8 years of related experience 8+ years of experience in infrastructure engineering, DevOps, or platform engineering. 3+ years of hands-on experience with blockchain infrastructure (e.g., Ethereum, Hyperledger Besu, Substrate, OP Stack). Strong expertise in Kubernetes, Docker, and cloud platforms (Azure, GCP, AWS). Proficient in Terraform, Terragrunt and infrastructure automation. To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Abhinav Chakraborty at email address ********************************** can be reached on # ************.
    $111k-169k yearly est. 4d ago
  • COO (with potential track to CEO)

    Champlain National Bank 4.0company rating

    Plattsburgh, NY jobs

    The Chief Operating Officer (COO) oversees business operations and is responsible for the development, recommendation, implementation, and promotion of policies, procedures, programs and projects involving operations, as well as leading and managing a comprehensive array of the banks business units and special projects, while promoting service excellence and improving organizational efficiencies. The Chief Operations Officer (COO) is responsible for the management and oversight of the daily operations of the bank, including back-office operations, including Information Technology/Security, Retail Operations, Electronic File Transfer (EFT), Deposit & Loan Services, Audit & Compliance departments. The COO is also appointed as the Information Security Officer, Business Continuity Coordinator and heads the Information Technology Steering Committee. The COO must be customer-oriented, have strong leadership skills and possess the ability to guide and inspire outstanding performance. This position will be a part of an executive team and will be responsible for contributing to the development, implementation and administration of the bank's strategic goals and objectives. The Chief Operations Officer serves as a key customer in developing strategic initiatives and accountability to assure sound bank growth. The goal of the COO is to secure the functionality of business to drive extensive and sustainable growth efficiently. Reporting directly to the CEO and attending meetings with the Board of Directors and Committees, as assigned by the CEO, the ideal candidate will be collaborative, have a high level of professionalism, excellent verbal and written communication capabilities, and great project management skills. The successful candidate will be able to translate our vision of increased reach, impact, and community development leadership into meaningful and measurable actions. Through ownership, collaboration and innovation, and guided by our mission, the COO provides leadership, management, and vision necessary to ensure the organization has proper operational controls and people systems in place to ensure operational efficiency. REQUIRED SKILLS & ABILITIES ▪ An energetic, forward-thinking and creative leader with the ability to drive innovation, specifically regarding service technology, in customer delivery in the areas of sales and service. A decisive individual who possesses a strategic focus, as well as an operational and detail-oriented perspective. Qualified candidates must be able to use a collaborative management style that promotes effective communication and teamwork. ▪ Must collaborate with the Senior Leadership team to develop and implement plans for the operational infrastructure of systems, processes, and personnel designed to accommodate the strategic objectives of the organization. The COO will ensure the delivery of the bank's service culture through the branches, community education, customer development and be directly responsible for the sales cycle. ▪ Solid focus on understanding our customers; the knowledge, skills and ability to seize market-driven opportunity, master change and foster staff development through, mentoring, coaching, and modeling of the bank's core values. ▪ The candidate will manage departments and programs to minimize risk to the organization and maximize staff efficiency through use of technology. ▪ The COO will ensure each department's operational excellence and maintain the highest level of customer service resulting in a memorable customer experience. ▪ Demonstrated knowledge of principles of management and administration. ▪ Proven leadership ability with strong personnel development experience. ▪ Demonstrated background leading and managing critical projects. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. ▪ Evaluates key operational metrics; determines potential cost efficiencies, program improvement, or policy change. ▪ Establishes collaborative relationships with suppliers/vendors and pursue low costs through diverse sourcing. ▪ Supports senior management with business strategies, offering insights, and contributing to key decisions. ▪ Assists with identifying opportunities and assessing strategic and financial merits and risks. ▪ Establishes operational priorities and helps to create the vision and buy-in that will facilitate implementation and ensure development of a service- and performance-oriented culture that drives continuous improvement to achieve best practices. ▪ Anticipates opportunities by remaining actively informed regarding new developments and innovative and economical solutions to complex business challenges. ▪ Manages performance activities, including consumer-wide reporting, new business development assessment, and profitability maximization. ▪ Analyzes financial and operational performance metrics to identify areas for improvement. ▪ Develop and implement strategies to enhance the company's profitability and liquidity profile. ▪ Collaborates with applicable divisions to ensure banking operations are aligned with corporate goals. ▪ Foster strong relationships with key stakeholders to support business objectives. ▪ Promote effective and productive relationships between cross-functional and cross-organizational work teams. ▪ Keep HR informed about strategic business plan initiatives that require HR support. ▪ Ensures strategies, change initiatives, and competitive information are communicated in clear and compelling ways. Listens to, leverages, and promotes the diverse ideas, perspectives, and contributions of others across the business. ▪ Lead change management efforts to ensure smooth transitions and adoption of new processes and systems ▪ Management, oversight and negotiation of annual umbrella insurance policies and renewals. ▪ Design, plan and implement business strategies, plans and procedures. ▪ Identify, strategize, develop, and drive initiatives to enhance competitiveness and improve efficiencies. ▪ Cultivate a culture, which aligns with both the strategic and operational plans and objectives of the Bank. ▪ Monitor and evaluate the overall effectiveness of the operations functions; identify specific problems and trends and apply appropriate training or corrective strategies. ▪ Align overall business strategy with innovative thinking, identify trends and business opportunities within the market, and seek input from stakeholders at different levels to identify areas of innovation and growth. ▪ Provide support for implementing strategic initiatives, recommendations for relevant capital expenditures, analyzing financial impacts. ▪ Set comprehensive goals for measuring success. ▪ Maintain an in-depth knowledge of all products, services, equipment, internal controls and policy and procedures. ▪ Ensure compliance with all relevant regulatory requirements and conformance with policy. ▪ Administer policies and procedures and ensure compliance with applicable laws and regulations. ▪ Provide support and assistance with research for departments as needed. ▪ Review and provide guidance, coaching and education based on the results of independent control assessments, audits and exams. Prepare and provide requested documents for audits or examinations when requested. ▪ Consistently promotes the bank's core values and maintains positive relationships with all stakeholders (Employees, Board of Directors, Customers) ▪ Annually participate in budgeting process for area(s) of responsibility. ▪ Responsible for all bank facilities (leased or owned). ▪ Completes any assigned training in a timely manner. OTHER DUTIES The information on this 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. QUALIFICATIONS 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 (B.A./B.S.) or in Business, Management, or related discipline; Master's degree preferred. ▪ Six to eight years related experience; three to five years in senior management, preferably in the banking industry. ▪ An equivalent combination of education and experience may be accepted as a satisfactory substitute for the specific education and experience listed above. ▪ Advanced knowledge of operations, compliance, regulations, policies, procedures and processes. ▪ Experience in developing leaders and developing strategic plans for growth. ▪ Ability to motivate and lead a team, coordinate internal and external resources and achieve measurable results against goals. ▪ All officers will be expected to demonstrate excellent interpersonal skills and a commitment to high quality personal service to our customers and to other departments and employees within the bank. All officers should have good communication skills and be willing to pursue appropriate continuing education. ▪ Outstanding organizational and time management skills. ▪ Adaptive thinking and a strong, critical mindset; ability to think strategically regarding all bank operations. ▪ Strong business acumen and presentation skills; effective communication skills, with the ability to present complex financial information to stakeholders. ▪ Highly proficient at project planning, budgeting, and oversight. ▪ Forward-thinking and adaptable to dynamic situations. ▪ Detail-oriented with a high level of accuracy. ▪ Excellent analytical and problem-solving skills. ▪ Advanced Microsoft Office skills ▪ Exhibits Champlain National Bank core values.
    $134k-168k yearly est. 5d ago
  • Director, Technology Program Management Office at LevelField Bank

    Levelfield Bank 3.7company rating

    Houston, TX jobs

    Redefine Banking with Us: LevelField Bank, upon completion of the forthcoming acquisition of Burling Bank, will be an FDIC-insured community bank dedicated to transforming the financial landscape by prioritizing innovation and embracing new products and services. We aim to differentiate ourselves by serving consumers nationwide, targeting underbanked commercial markets, including business involved in the fast-evolving world of digital assets (cryptocurrency), and by operating a true real-time 24x7 bank. Considerable growth is on the horizon, and we're ready for the challenge. Building an industry-leading company is no small feat, but we're driven by a positive, ambitious energy. With a seasoned leadership team and the stability of a regulated financial institution, we're creating a workplace that's both dynamic and rewarding. Our executive leaders each bring over thirty years of experience from the most competitive corners of the financial sector-yet they approach each day with the enthusiasm of fresh talent. If you are passionate about creating a fantastic environment and eager to join a growing organization, this is your opportunity to make an impact. Your Role: As the Director of the Technology Program Management Office (PMO), you will establish and lead the function responsible for ensuring disciplined execution, financial transparency, and strategic alignment across the bank's technology portfolio. Reporting to the Chief Technology Officer, you will play a key role in managing the financial and governance structures that support the delivery of new and improved products and tools to the bank's customers and employees. This role combines financial stewardship with delivery excellence-ensuring the bank's technology investments are well-governed, cost-effective, and aligned with long-term business goals. Location: This is a fully on-site position in Houston, TX. The role depends on close collaboration with business and technology partners, which is best achieved through in-person engagement. Key Responsibilities: Champion our brand: Embody LevelField's innovative culture, fostering trust and enthusiasm for our cutting-edge banking solutions. Build and lead the Technology PMO: Establish the Technology PMO as a center of excellence for program governance, financial management, and delivery standards. Oversee the technology portfolio: Oversee the full lifecycle of the technology investment portfolio-from planning and prioritization through execution, tracking, and benefits realization. Enforce financial discipline: Establish and maintain budgetary controls to ensure alignment of expenditures with approved plans; monitor variances, forecast trends, and highlight drift to executive leadership. Provide transparent reporting: Deliver regular, accurate reporting on program performance, cost, risk, and schedule across all technology initiatives. Cultivate a high-performance ethos: Promote accountability, rigor, and continuous improvement among project and program managers across the technology organization. Additional Responsibilities: Stay ahead of trends: Maintain awareness of the broader context and implications of the various types of risk affecting the business. Work collaboratively: Collaborate with the team to continuously improve the department and the bank. Think like an owner: Contribute ideas to improve processes, enhance customer experiences, and drive the bank's growth. Perform other related duties as needed: Support additional initiatives or responsibilities consistent with the scope and purpose of the role. About You 7+ years of progressive experience in technology program management, including leadership of enterprise-scale portfolios. Deep experience leading program or portfolio management functions within a technology or financial-services environment. A strong command of technology budgeting and financial management-able to reconcile plans, forecasts, and actuals, and communicate implications clearly to senior leadership. Excellent communication and influencing skills, with a reputation for clarity, integrity, and follow-through. Strategic judgment to focus on outcomes and business value, not just process. Familiarity with regulatory and risk considerations relevant to technology management in a financial institution. What Success Looks Like Within your first year, the Technology PMO has become a trusted source of truth for portfolio delivery and the financial performance of technology projects. Budgets are transparent and predictable; executives have clear visibility into where technology dollars are going and what they are producing. Programs are initiated with clear business cases, governed through consistent standards, and executed with measurable accountability. The technology organization operates with a rhythm of planning, delivery, and review that aligns execution with strategy-and the broader bank recognizes the PMO as an essential enabler of disciplined innovation. Why Join LevelField Bank? Be a pioneer: Join a forward-thinking bank at the forefront of digital asset integration, with opportunities to shape the future of finance. Growth opportunities: As an early team member, you'll have significant potential for career advancement in a rapidly growing organization. Vibrant culture: Thrive in a collaborative, innovative workplace that values your contributions and celebrates success. Competitive compensation: Enjoy a base salary of $105,000-$145,000, discretionary bonuses, stock options, 401(k), medical insurance, and additional benefits. This description outlines the general nature of the role and is not an exhaustive list of duties or requirements. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees for this role. LevelField Financial and LevelField Bank are equal opportunity employers.
    $105k-145k yearly 5d ago
  • Director of Finance and Business Transformation

    Wiss 4.4company rating

    Florham Park, NJ jobs

    We are seeking a forward-looking, client-facing leader to join our Advisory team. This role will help small and mid-sized enterprises modernize their finance and operations by integrating advanced technology, data strategy, automation, and AI. Working directly with business stakeholders, this leader will shape digital strategy, elevate business intelligence, and build scalable systems. The ideal candidate blends deep technical expertise with business acumen and executive presence, driving measurable improvements in efficiency, profitability, and long-term value. The expectation is this position will be onsite a minimum of 3 days a week, 4 is most ideal. Compensation is outlined below. LOCAL CANDIDATES ONLY! Client facing/consultative experience is required with true hands-on DATA experience. Core Responsibilities: Build, mentor, and scale a high-performing team of BI, data, and transformation professionals to deliver end-to-end services-including process optimization, system implementation, data strategy, and advanced analytics-that drive operational efficiency and strategic decision-making. Execute a growth strategy for the Business Intelligence & Transformation practice, including revenue targets, scalable offerings, and strategic partnerships. Represent the firm in the marketplace through thought leadership, networking, and client acquisition. Guide clients through digital transformation journeys, including process redesign, automation adoption, and data modernization. Serve as a trusted advisor, balancing immediate tactical fixes with long-term transformation roadmaps. Lead executive discovery sessions with CEOs, CFOs, and business owners to identify finance and operations challenges and transformation opportunities. Facilitate deep-dive workshops with client stakeholders to map current-state finance and operations processes, identify gaps and inefficiencies, and design future-state workflows that enable scalability, automation, and stronger decision-making. Solution Architect and oversee implementation of ERP, and operational systems that unify accounting, FP&A, procurement, inventory, and reporting functions. Leverage AI and automation to streamline repetitive finance and supply chain workflows, enhance forecasting, and improve decision-making. Develop advanced FP&A and forecasting models and KPI dashboards that support strategic decision-making and performance tracking (driver-based planning, scenario analysis, working capital optimization). Integrate ERP, data warehouses, and BI tools for real-time visibility into cash flow, margins, supply chain performance, and KPI's. Translate complex technical solutions into actionable business strategies for executive stakeholders. Collaborate with internal and external teams to deliver projects from design through execution, ensuring measurable outcomes. Continuously monitor technology trends introducing innovations that create client advantage. Required Qualifications: Bachelor's degree in Computer Science, finance, accounting or related field. 10+ years of experience in technology advisory, finance transformation, or solution architecture. Prior experience in an accounting, advisory, or consulting firm. Strong client-facing consulting experience, ideally with small/mid-market companies across multiple industries. Proven expertise in ERP platforms (NetSuite, Sage Intacct, Dynamics, Acumatica, Rillet, Deltek, Yardi) and relevant integrations. Proven expertise in FP&A platforms (Anaplan, Adaptive Insights, etc.) and integrations. Familiarity with automation platforms, AI tools, and modern data/BI ecosystems. Deep understanding of finance processes (P2P, O2C, R2R, FP&A) and operational areas like procurement and inventory. Exceptional executive communication, facilitation, and problem-solving skills. Ability to lead cross-functional teams across finance, operations, and technology. Demonstrated use of AI and automation tools within finance, operations, or customer workflows. Track record of developing digital strategies or AI readiness assessments. Industry exposure to real estate, construction, SaaS, professional services, or consumer goods is preferred. Compensation: Target Salary - $250-$300k (commensurate with experience) + discretionary bonus and comprehensive benefits including 401K. "Wiss is committed to fostering a welcoming community. We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work. Applicants must be authorized to work for any employer in the U.S. This policy applies equally to applicants regardless of national origin. We are an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status. To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.
    $250k-300k yearly 4d ago
  • Crisis & Incident Management Lead - Operational Resilience - Vice President

    CrÉDit Agricole CIB 4.9company rating

    New York, NY jobs

    The VP, Crisis & Incident Management Lead is responsible for the strategic leadership and operational execution of the Bank's crisis and incident management program across the Americas. As part of the Operational Resilience team, this individual will ensure that the bank can effectively prepare for, respond to, and recover from a broad range of disruption scenarios, including: Technology and cyber incidents Third-party or supply chain failures Natural disasters (e.g., hurricanes, earthquakes, wildfires) Manmade disruptions (e.g., civil unrest, mass transit outages, workplace violence) Geopolitical events (e.g., war, political instability, sanctions-triggered disruptions) Pandemic or public health crises Infrastructure outages (e.g., power, telecommunications, water supply) The role will build a resilient culture through a proactive, risk-informed approach that integrates cross-functional crisis response, regulatory compliance, real-time command and control, and continuous improvement. The VP will serve as a senior escalation point for major incidents, lead the regional crisis response for significant incidents, and escalate where needed to the firmwide crisis governance forums. The role reports directly to the Head of Resilience Management for the Americas and works closely with stakeholders across Technology, Risk, Cybersecurity, Legal, Communications, and Regulatory Affairs to embed a culture of resilience and readiness. Key Responsibilities Strategic Leadership Develop and lead a crisis and incident management strategy aligned to the bank's operational resilience framework and key business services. Translate regulatory expectations (e.g., FFIEC, DORA, OCC, PRA) into actionable, risk-informed response strategies. Establish and manage governance forums and escalation protocols for crisis and incident oversight. Support the definition and testing of impact tolerances and maximum tolerable downtimes (MTD/MTLD) in partnership with Operational Resiliency Testing Lead, Business, and Technology stakeholders. Incident Response and Crisis Management Act as the lead coordinator during regional crises, ensuring structured, timely, and effective command, control, and communications. Maintain and continuously improve incident response plans, escalation playbooks, crisis decision trees, and communication protocols. Ensure that major incidents-including those involving third parties and cyber events-are managed in line with regulatory requirements. Integrate internal communications tools and channels into a unified communications strategy. Maintain and operate an auditable major incident log, with clear decision documentation, timelines, and actions taken. Process and Technology Optimization Drive optimization of incident response processes using data analytics, metrics and automation opportunities. Ensure response tooling (e.g., incident management platforms, emergency notifications) is current, well-trained on, and continuously improved. Partner with Cyber, Technology, and Ops teams to align response processes and eliminate gaps in cross-domain coordination. Regulatory Compliance and Audit Readiness Ensure full compliance with FFIEC, DORA, OCC, PRA Lead regulatory and internal/external audit preparation, ensuring crisis and incident management capabilities are evidenced through documentation, logs, post-incident reviews, and impact tolerance testing results. Integrate third-party and cyber risk response coordination into incident response playbooks, ensuring vendor engagement and joint response capabilities are embedded and tested. Conduct formal Root Cause Analysis (RCA) and post-incident reviews, identifying systemic issues and implementing corrective actions. Team Leadership and Development Lead and mentor a high-performing team of crisis and incident managers, driving a culture of excellence, continuous learning, and cross-functional collaboration. Develop training programs for crisis response teams and executive stakeholders, including annual crisis simulations, tabletop exercises, and cross-jurisdictional response testing. Support team growth, succession planning, and skills development to future-proof the bank's resilience capabilities. Core Competencies Crisis Leadership Demonstrated ability to lead complex incident response efforts across business, technology, cyber, and third-party domains. Ability to manage multiple initiatives simultaneously, determine prioritization, and work under minimal supervision. Strategic Vision Ability to define and execute crisis and incident management programs aligned with regulatory and business objectives. Ability to work at both a strategic and tactical level, focusing on the broader picture while driving execution. Regulatory Acumen Deep understanding of financial compliance requirements and regulatory frameworks, including FFIEC, DORA, PRA and OCC. Operational Discipline Skilled in developing response processes that are scalable, measurable, and auditable. Influence & Communication Strong ability to engage and influence executive leadership and cross-functional teams under pressure. Continuous Improvement Embeds lessons learned, metrics, and feedback loops into the resilience lifecycle. Soft Skills & Leadership Strong leadership and project management skills. Excellent communication and stakeholder management skills, with the ability to influence technical and non-technical teams. Analytical mindset with a proactive approach to problem-solving and risk mitigation. Ability to thrive in a fast-paced, high-stakes environment with competing priorities Comfortable working in a highly global, diverse, and hybrid (office and virtual) work environment Strong communication and documentation skills. Experience Essential Minimum 10+ years of experience in crisis/incident management, operational resilience, or business continuity. Experience leading cross-border incident response and regulatory engagement Experience Desirable At least 3 years of experience in a senior leadership role within the banking or financial services industry. Education Essential Bachelor's degree in Risk Management, Information Technology, Business Continuity, or a related field. Education Desirable Advanced degree (MBA, MS) is strongly preferred. Relevant industry certifications (CBCP, MBCI, CRISC, CISM, ITIL, or Certified Incident Manager) are strongly preferred. Required Skills Technical Knowledge: Strong knowledge with incident management technologies such as notification tools, risk intelligence and analysis, etc. Incident Management Frameworks: Deep understanding of frameworks such as NIST, FFIEC, DORA, PRA, OCC, etc. Policy and Procedure Development: Proficiency in drafting and enforcing policies, procedures, and playbooks. Desired Skills Automation and AI-based incident response triggers Advanced dashboarding and incident trend analysis
    $148k-201k yearly est. 4d ago

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