Operations Associate jobs at M&T Bank

is temporary from January 26th- May 8th** Completes the new loan set-up process for Home Equity Lines of Credit and Direct Installment Loans, resolving simple documentation exceptions and preparing external disbursements for mailing. **Primary Responsibilities:** + Book Home Equity Lines of Credit and Direct Installment Loans to appropriate Bank systems. + Resolve simple documentation exceptions that do not require customer contact. + Prepare external disbursements to be mailed. + Ensure personal booking batches balances at the end of each day and reconcile any discrepancies to ensure accurate internal accounting of activities. + Review account opening documentation for accuracy and completeness. + Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Complete other related duties as assigned. **Scope of Responsibilities:** The Retail Post Closing team ensures documents for Installment and Business Banking loans, and Home Equity Lines of Credit are complete and accurate by determining if legal documents have been executed and notarized as necessary, Credit Policy requirements have been followed, all regulatory disclosures have been furnished and regulatory requirements have been met. Once closing documents have been reviewed, exceptions are cleared, loan proceeds are dispersed, and loans and lines are on boarded to the servicing system of record. **Education and Experience Required:** High school diploma or equivalent (GED) and a minimum of 1 years' work experience **Education and Experience Preferred:** Minimum of 2 years' relevant work experience M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.00 - $28.31 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Buffalo, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

As an Alternative Operations Associate on the Hedge Fund Solutions Team within Alternatives Middle Office, a division of JPMorgan Alternative Asset Management, Inc. with $12 billion in assets in fund of hedge funds, private credit and multi-manager customized portfolios you will be an Alternative Operations Associate with strong interpersonal and operational skills to perform and/or oversee the operational functions of its clients and service providers (administrators, custodians, etc.). Job Responsibilities: Create, manage and review all documents and spreadsheets relating to subscriptions, redemptions, transfers and conversion processing for both Investors and Investments Execute complex Investments in and out of underlying Hedge Fund Managers (both USD and FX) Work closely with portfolio management team and risk on the finalization of trades/executions Daily Interaction with Compliance and Legal on all aspects of investment documentation Daily cash and trade reconciliation Working directly with clients, clients support teams, and internal working teams on new product launches and new business initiatives Offering guidance/support/knowledge to various clients, client support teams and JPM teams on product services and processes Establish efficient workflow processes between JPMAAM and our client's Fund Administrators/custodians Proactively look for means of automation, efficiencies and scalabilities - consistently work with business groups to make enhancements to current systems and processes Work with internal or external vendors to minimize risk, maximize efficiency and ensure service quality Responsible for resolving problems and discrepancies both internally and externally Required qualifications, capabilities and skills: 4 years of relevant experience Proactive, detail oriented, team player with strong organizational/multi-tasking skill set Strong working knowledge of products with an emphasis on Subscription, Redemption, Conversion and Transfer processing Experience in FOF trade execution, completion of hedge fund documents Strong ability in working with and instructing and/or communicating with Fund Administrators/Custodians/Clients/Fund Managers Understanding product needs and implement adequate procedures and improvements across products Excellent database knowledge required - Specifically Microsoft Excel. Ability to communicate directly with all levels of Senior management within the business and throughout the organization Ability to take on additional responsibilities as the group expands Knowledge of Transfer Agent, Registrars, Custody Operations and Foreign Exchange functions 6-8 years of relevant work experience - working with Fund Administrators, Custodians, Hedge Funds or Fund of Funds Knowledge of High Water Mark, Side Pockets, Incentive Fees, Management Fees and Liquidity in the Hedge Fund or Fund of Funds business a plus Experience in FX hedging execution, settlement and monitoring a plus Experience working with Compliance/Legal on investment documentation and AML standards a plus

JobID: 210695223 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $88,350.00-$128,000.00 As an Alternative Operations Associate on the Hedge Fund Solutions Team within Alternatives Middle Office, a division of JPMorgan Alternative Asset Management, Inc. with $12 billion in assets in fund of hedge funds, private credit and multi-manager customized portfolios you will be an Alternative Operations Associate with strong interpersonal and operational skills to perform and/or oversee the operational functions of its clients and service providers (administrators, custodians, etc.). Job Responsibilities: * Create, manage and review all documents and spreadsheets relating to subscriptions, redemptions, transfers and conversion processing for both Investors and Investments * Execute complex Investments in and out of underlying Hedge Fund Managers (both USD and FX) * Work closely with portfolio management team and risk on the finalization of trades/executions * Daily Interaction with Compliance and Legal on all aspects of investment documentation * Daily cash and trade reconciliation * Working directly with clients, clients support teams, and internal working teams on new product launches and new business initiatives * Offering guidance/support/knowledge to various clients, client support teams and JPM teams on product services and processes * Establish efficient workflow processes between JPMAAM and our client's Fund Administrators/custodians * Proactively look for means of automation, efficiencies and scalabilities - consistently work with business groups to make enhancements to current systems and processes * Work with internal or external vendors to minimize risk, maximize efficiency and ensure service quality * Responsible for resolving problems and discrepancies both internally and externally Required qualifications, capabilities and skills: * 4 years of relevant experience * Proactive, detail oriented, team player with strong organizational/multi-tasking skill set * Strong working knowledge of products with an emphasis on Subscription, Redemption, Conversion and Transfer processing * Experience in FOF trade execution, completion of hedge fund documents * Strong ability in working with and instructing and/or communicating with Fund Administrators/Custodians/Clients/Fund Managers * Understanding product needs and implement adequate procedures and improvements across products * Excellent database knowledge required - Specifically Microsoft Excel. * Ability to communicate directly with all levels of Senior management within the business and throughout the organization * Ability to take on additional responsibilities as the group expands * Knowledge of Transfer Agent, Registrars, Custody Operations and Foreign Exchange functions * 6-8 years of relevant work experience - working with Fund Administrators, Custodians, Hedge Funds or Fund of Funds * Knowledge of High Water Mark, Side Pockets, Incentive Fees, Management Fees and Liquidity in the Hedge Fund or Fund of Funds business a plus * Experience in FX hedging execution, settlement and monitoring a plus * Experience working with Compliance/Legal on investment documentation and AML standards a plus

As an Alternative Operations Associate on the Hedge Fund Solutions Team within Alternatives Middle Office, a division of JPMorgan Alternative Asset Management, Inc. with $12 billion in assets in fund of hedge funds, private credit and multi-manager customized portfolios you will be an Alternative Operations Associate with strong interpersonal and operational skills to perform and/or oversee the operational functions of its clients and service providers (administrators, custodians, etc.). Job Responsibilities: Create, manage and review all documents and spreadsheets relating to subscriptions, redemptions, transfers and conversion processing for both Investors and Investments Execute complex Investments in and out of underlying Hedge Fund Managers (both USD and FX) Work closely with portfolio management team and risk on the finalization of trades/executions Daily Interaction with Compliance and Legal on all aspects of investment documentation Daily cash and trade reconciliation Working directly with clients, clients support teams, and internal working teams on new product launches and new business initiatives Offering guidance/support/knowledge to various clients, client support teams and JPM teams on product services and processes Establish efficient workflow processes between JPMAAM and our client's Fund Administrators/custodians Proactively look for means of automation, efficiencies and scalabilities - consistently work with business groups to make enhancements to current systems and processes Work with internal or external vendors to minimize risk, maximize efficiency and ensure service quality Responsible for resolving problems and discrepancies both internally and externally Required qualifications, capabilities and skills: 4 years of relevant experience Proactive, detail oriented, team player with strong organizational/multi-tasking skill set Strong working knowledge of products with an emphasis on Subscription, Redemption, Conversion and Transfer processing Experience in FOF trade execution, completion of hedge fund documents Strong ability in working with and instructing and/or communicating with Fund Administrators/Custodians/Clients/Fund Managers Understanding product needs and implement adequate procedures and improvements across products Excellent database knowledge required - Specifically Microsoft Excel. Ability to communicate directly with all levels of Senior management within the business and throughout the organization Ability to take on additional responsibilities as the group expands Knowledge of Transfer Agent, Registrars, Custody Operations and Foreign Exchange functions 6-8 years of relevant work experience - working with Fund Administrators, Custodians, Hedge Funds or Fund of Funds Knowledge of High Water Mark, Side Pockets, Incentive Fees, Management Fees and Liquidity in the Hedge Fund or Fund of Funds business a plus Experience in FX hedging execution, settlement and monitoring a plus Experience working with Compliance/Legal on investment documentation and AML standards a plus JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary New York,NY $88,350.00 - $128,000.00 / year

As an Alternative Operations Associate on the Hedge Fund Solutions Team within Alternatives Middle Office, a division of JPMorgan Alternative Asset Management, Inc. with $12 billion in assets in fund of hedge funds, private credit and multi-manager customized portfolios you will be an Alternative Operations Associate with strong interpersonal and operational skills to perform and/or oversee the operational functions of its clients and service providers (administrators, custodians, etc.). **Job Responsibilities:** + Create, manage and review all documents and spreadsheets relating to subscriptions, redemptions, transfers and conversion processing for both Investors and Investments + Execute complex Investments in and out of underlying Hedge Fund Managers (both USD and FX) + Work closely with portfolio management team and risk on the finalization of trades/executions + Daily Interaction with Compliance and Legal on all aspects of investment documentation + Daily cash and trade reconciliation + Working directly with clients, clients support teams, and internal working teams on new product launches and new business initiatives + Offering guidance/support/knowledge to various clients, client support teams and JPM teams on product services and processes + Establish efficient workflow processes between JPMAAM and our client's Fund Administrators/custodians + Proactively look for means of automation, efficiencies and scalabilities - consistently work with business groups to make enhancements to current systems and processes + Work with internal or external vendors to minimize risk, maximize efficiency and ensure service quality + Responsible for resolving problems and discrepancies both internally and externally **Required qualifications, capabilities and skills:** + 4 years of relevant experience + Proactive, detail oriented, team player with strong organizational/multi-tasking skill set + Strong working knowledge of products with an emphasis on Subscription, Redemption, Conversion and Transfer processing + Experience in FOF trade execution, completion of hedge fund documents + Strong ability in working with and instructing and/or communicating with Fund Administrators/Custodians/Clients/Fund Managers + Understanding product needs and implement adequate procedures and improvements across products + Excellent database knowledge required - Specifically Microsoft Excel. + Ability to communicate directly with all levels of Senior management within the business and throughout the organization + Ability to take on additional responsibilities as the group expands + Knowledge of Transfer Agent, Registrars, Custody Operations and Foreign Exchange functions + 6-8 years of relevant work experience - working with Fund Administrators, Custodians, Hedge Funds or Fund of Funds + Knowledge of High Water Mark, Side Pockets, Incentive Fees, Management Fees and Liquidity in the Hedge Fund or Fund of Funds business a plus + Experience in FX hedging execution, settlement and monitoring a plus + Experience working with Compliance/Legal on investment documentation and AML standards a plus JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** New York,NY $88,350.00 - $128,000.00 / year

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Morgan Stanley's National Recruiting Team is an integral part of the Wealth Management division, dedicated to attracting top-tier financial advisors to the firm. Job Description Operations Enablement Associate role to support multiple operational pillars within Wealth Management's National Advisor Recruiting team. The primary responsibilities will be to serve as a central coordination point across platform management, internal website maintenance, external partnerships and event coordination. The ideal candidate is a proactive problem solver with strong technology aptitude, leans into learning new systems and the ability to collaborate effectively with internal partners, external vendors and field stakeholders. This is a role that requires attention to detail and the ability to manage multiple priorities in a fast-paced environment. Position Responsibilities Platform Management * Serve as primary team liaison with external platform partners and internal CRM application team * Manage new user onboarding, access management, training and issue resolution for internal stakeholders * Monitor usability metrics and user experience Website & Content Management * Maintain the team's internal website and manage content publication * Collaborate with Marketing, Communications and Compliance to create, approve and promote the release of new or refreshed content External Partnerships * Work in close partnership with Procurement to coordinate contract-related deliverables including contract initiation, onboarding and invoice payments * Manage lead submission intake, pipeline tracking and conflict resolution processes * Support coordination of webinars and off-site meetings Event Support * Provide event planning support for Morgan Stanley Advisor VIP meetings * Work with stakeholders to build agenda, coordinate speakers and secure event space to ensure a best-in-class experience for visiting advisors Qualifications * Minimum 5 years in operations support role in Wealth Management or related industry * Bachelor's degree required * Experience updating website content, with basic understanding of HTML or web formatting preferred * Working knowledge of CRM systems like Salesforce, with experience building reports and dashboards preferred * Experience coordinating events or supporting multi-phased projects * Experience working with vendor management systems like SAP or ARIBA * Proficiency using Microsoft 365 applications including PowerPoint, Excel, SharePoint, Forms and Co-Pilot Other Skills * Strong organizational, project management and analytical skills * Must be a self-starter and a quick learner, able to prioritize multiple projects and complete deliverables in a timely manner with exceptional attention to detail * Strong written and verbal communication skills with the ability to simplify complex information, draft clear process documentation and additional support materials * Demonstrated ability in learning new technology and problem solving * Team orientated with ability to build strong relationships across internal teams and external partners WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $58,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

We're seeking someone to join our team as an Associate in Fixed Income Operations to support the Global Loans Secondary Trade Closing team in coordinating with trade counterparties and clients to receive and review loan trade documentation while managing a trading portfolio of secondary loan trades. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position within Product Support & Services, which is responsible for providing transaction support and managing post execution processes. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: Execute complex processes and assist a Team Manager in coordinating processes, risks and/or projects in a Team Lead capacity Recognize risk in day-to-day processes to draw out the key issues and leverage detailed knowledge to propose changes in process Train others, allocate tasks and support with first line escalation where required Share expert knowledge across the team, contribute to team output and development, building relationships across the Firm Assist the closing team in managing the trade closing process through communication with custodians, admin agents , counterparties, and fund administrators while maintaining minimal operational risk. Operate and understand proprietary trading systems as well as external trading platforms such as ClearPar & Virtus Trade Settlement as it pertains to the loan trading function. Interact with senior members of the Loan Trading desk, Legal, Sales, and Operations groups in order to deliver solutions for Morgan Stanley?s clients. Develop strong working relationships with outside Deal Administrators to ensure accurate and timely execution of trades. Provide management with daily updates on activities, review issues within the assigned portfolio, and dimension solutions to achieve client satisfaction and targeted goals. Actively converse with internal and external legal counsel to generate loan documentation and accelerate the closing process while ensuring Morgan Stanley?s legal risk has been approved by the appropriate personnel prior to execution. What you'll bring to the role: Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team Ability to operate independently with respect to some job responsibilities Culture carrier across Operations, embracing the Firm's core values Understanding of Loan Syndication and Trading Association (LSTA) documentation and guidelines and a thorough understanding of the mechanisms which govern the corporate loan market. At least 4 years' relevant experience would generally be expected to find the skills required for this role Familiarity with Par loan trading market convention Very strong customer service skills with exceptional written and verbal communication skills Strong problem solving, research and analytical skills with the ability and willingness to work in a structured, high paced environment, with daily routine operations Detail-oriented, conscientious and energetic professional with ability to think creatively. Self driven and highly motivated team player Strong knowledge of Microsoft Office with focus on Word and Excel Self-motivated and willing to assume extended responsibility Ability to work in a fast paced environment, both independently and as part of a team Can identify key control points within a process, and then provide assessment of the preventative and detective control LoanIQ and ClearPar system knowledge and trade closing and or trading desk exposure Role is hybrid and will require in office attendance 3 days/week. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $65,000 and $103,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Card Installments team is dedicated to meeting the borrowing and financing needs of our customers through installment lending solutions. Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across products. As a Senior Product Operations Associate in Card Installments General Management team, you will contribute to the success of our installment lending products by partnering with the Product, Engineering and Controls teams to ensure and monitor product performance, support process documentation and audit readiness. You will collaborate with cross functional teams to optimize all operational processes. Your attention to detail and analytical skills will be essential in identifying areas for improvement and driving operational excellence. **Job responsibilities** + Monitor, validate and remediate daily exceptions for all Card Installments products, ensuring SLA adherence from Ops partners and engaging remediation teams as needed + Monitor product performance and report on key operational metrics to identify trends and areas for improvement + Serve as GM central point of contact for Data & Analytics and Product Managers; lead executive escalations, including research, partner engagement, and share root cause analysis and incident activity with relevant stakeholders + Coordinate issue management by opening, tracking, and resolving issue from end-to-end + Track issues and trends, sharing comprehensive information with product and partner teams to inform solutions + Collaborate with cross-functional teams to implement process enhancements and hold partners accountable for execution + Provide guidance regarding Card Installments procedural, technical and operational changes requiring standing up a new control process; support the design, documentation, implementation and monitoring of new products and services (process mapping, procedures, contractual obligation with external partners) **Required qualifications, capabilities, and skills** + 4+ years of professional experience + Ability to write and debug SQL queries and work with large, structured/unstructured dataset (Snowflake/ICDW/Teradata) + Understanding of basic tech software functionalities (API, logs, JIRA) + Proven track record of managing production and operational issues + Strong organizational skills and effective verbal and written communication skills + Self-motivated individual demonstrating initiative, flexibility, and reliability while working with moderate supervision + Controls-focused mindset **Preferred qualifications, capabilities, and skills** + 1+ year data analyst experience + Experience with C3 green screens, Admin Tool, and/or ServiceNow + Experience supporting product development + LLM suite knowledge + Knowledge of Chase organization, processes, systems Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** New York,NY $91,200.00 - $140,000.00 / year

JobID: 210680871 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $91,200.00-$140,000.00 The Card Installments team is dedicated to meeting the borrowing and financing needs of our customers through installment lending solutions. Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across products. As a Senior Product Operations Associate in Card Installments General Management team, you will contribute to the success of our installment lending products by partnering with the Product, Engineering and Controls teams to ensure and monitor product performance, support process documentation and audit readiness. You will collaborate with cross functional teams to optimize all operational processes. Your attention to detail and analytical skills will be essential in identifying areas for improvement and driving operational excellence. Job responsibilities * Monitor, validate and remediate daily exceptions for all Card Installments products, ensuring SLA adherence from Ops partners and engaging remediation teams as needed * Monitor product performance and report on key operational metrics to identify trends and areas for improvement * Serve as GM central point of contact for Data & Analytics and Product Managers; lead executive escalations, including research, partner engagement, and share root cause analysis and incident activity with relevant stakeholders * Coordinate issue management by opening, tracking, and resolving issue from end-to-end * Track issues and trends, sharing comprehensive information with product and partner teams to inform solutions * Collaborate with cross-functional teams to implement process enhancements and hold partners accountable for execution * Provide guidance regarding Card Installments procedural, technical and operational changes requiring standing up a new control process; support the design, documentation, implementation and monitoring of new products and services (process mapping, procedures, contractual obligation with external partners) Required qualifications, capabilities, and skills * 4+ years of professional experience * Ability to write and debug SQL queries and work with large, structured/unstructured dataset (Snowflake/ICDW/Teradata) * Understanding of basic tech software functionalities (API, logs, JIRA) * Proven track record of managing production and operational issues * Strong organizational skills and effective verbal and written communication skills * Self-motivated individual demonstrating initiative, flexibility, and reliability while working with moderate supervision * Controls-focused mindset Preferred qualifications, capabilities, and skills * 1+ year data analyst experience * Experience with C3 green screens, Admin Tool, and/or ServiceNow * Experience supporting product development * LLM suite knowledge * Knowledge of Chase organization, processes, systems

The Card Installments team is dedicated to meeting the borrowing and financing needs of our customers through installment lending solutions. Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across products. As a Senior Product Operations Associate in Card Installments General Management team, you will contribute to the success of our installment lending products by partnering with the Product, Engineering and Controls teams to ensure and monitor product performance, support process documentation and audit readiness. You will collaborate with cross functional teams to optimize all operational processes. Your attention to detail and analytical skills will be essential in identifying areas for improvement and driving operational excellence. Job responsibilities Monitor, validate and remediate daily exceptions for all Card Installments products, ensuring SLA adherence from Ops partners and engaging remediation teams as needed Monitor product performance and report on key operational metrics to identify trends and areas for improvement Serve as GM central point of contact for Data & Analytics and Product Managers; lead executive escalations, including research, partner engagement, and share root cause analysis and incident activity with relevant stakeholders Coordinate issue management by opening, tracking, and resolving issue from end-to-end Track issues and trends, sharing comprehensive information with product and partner teams to inform solutions Collaborate with cross-functional teams to implement process enhancements and hold partners accountable for execution Provide guidance regarding Card Installments procedural, technical and operational changes requiring standing up a new control process; support the design, documentation, implementation and monitoring of new products and services (process mapping, procedures, contractual obligation with external partners) Required qualifications, capabilities, and skills 4+ years of professional experience Ability to write and debug SQL queries and work with large, structured/unstructured dataset (Snowflake/ICDW/Teradata) Understanding of basic tech software functionalities (API, logs, JIRA) Proven track record of managing production and operational issues Strong organizational skills and effective verbal and written communication skills Self-motivated individual demonstrating initiative, flexibility, and reliability while working with moderate supervision Controls-focused mindset Preferred qualifications, capabilities, and skills 1+ year data analyst experience Experience with C3 green screens, Admin Tool, and/or ServiceNow Experience supporting product development LLM suite knowledge Knowledge of Chase organization, processes, systems

Completes new loan set-up process for Consumer and Business Banking lines and loans, working directly with internal business partners to resolve documentation exceptions, and dispersing loan proceeds to internal and external accounts. **Primary Responsibilities:** + Book Home Equity Lines of Credit, Direct Installment Loans, Business Access Lines of Credit, and Business Installment Loans to appropriate Bank systems. + Identify, track, and resolve errors identified in account opening paperwork; escalate as appropriate to ensure resolution. + Disburse funds to internal and external accounts according to account opening paperwork. + Support internal customers through email and phone communication for simple to moderately complex issues related to assigned responsibilities. + Complete quality control and validation of upstream workflow tasks as necessary. + Ensure personal booking batches balance at the end of each day and reconcile any discrepancies to ensure accurate internal accounting of activities. + Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Complete other related duties as assigned. **Scope of Responsibilities:** The Retail Post Closing team ensures documents for Installment and Business Banking loans, and Home Equity Lines of Credit are complete and accurate by determining if legal documents have been executed and notarized as necessary, Credit Policy requirements have been followed, all regulatory disclosures have been furnished and regulatory requirements have been met. Once closing documents have been reviewed, exceptions are cleared, loan proceeds are dispersed, and loans and lines are on boarded to the servicing system of record. **Education and Experience Required:** Associate's degree, or in lieu of a degree, a combined minimum of 2 years' higher education and/or work experience **Education and Experience Preferred:** Minimum of 2 years' relevant work experience M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.68 - $31.14 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Buffalo, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

is temporary from January 26th- May 8thOverview: Completes the new loan set-up process for Home Equity Lines of Credit and Direct Installment Loans, resolving simple documentation exceptions and preparing external disbursements for mailing. Primary Responsibilities: Book Home Equity Lines of Credit and Direct Installment Loans to appropriate Bank systems. Resolve simple documentation exceptions that do not require customer contact. Prepare external disbursements to be mailed. Ensure personal booking batches balances at the end of each day and reconcile any discrepancies to ensure accurate internal accounting of activities. Review account opening documentation for accuracy and completeness. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Scope of Responsibilities: The Retail Post Closing team ensures documents for Installment and Business Banking loans, and Home Equity Lines of Credit are complete and accurate by determining if legal documents have been executed and notarized as necessary, Credit Policy requirements have been followed, all regulatory disclosures have been furnished and regulatory requirements have been met. Once closing documents have been reviewed, exceptions are cleared, loan proceeds are dispersed, and loans and lines are on boarded to the servicing system of record. Education and Experience Required: High school diploma or equivalent (GED) and a minimum of 1 years' work experience Education and Experience Preferred: Minimum of 2 years' relevant work experience M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.00 - $28.31 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBuffalo, New York, United States of America

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Morgan Stanley's National Recruiting Team is an integral part of the Wealth Management division, dedicated to attracting top-tier financial advisors to the firm. Job Description The National Advisor Recruiting Strategy and Operations role will serve as the senior strategic partner to the National Head of Advisor Recruiting, helping lead a business responsible for driving the recruitment of elite Financial Advisors and teams. This role will act as a liaison between executive leadership, regional management and key functional partners to optimize the advisor acquisition strategy, operational execution and competitive positioning nationally. The ideal candidate will bring a blend of strategic vision, operational rigor, confident decision making and the executive presence to influence across various levels of the firm. Position Responsibilities Strategic Leadership * Collaborate with the Head of National Recruiting to develop and implement a multi-year recruiting strategy across the Financial Advisor landscape. * Manage cross-functional initiatives involving HR, Legal, Marketing, and Field Leadership. Recruiting Execution & Performance * Drive disciplined execution of reporting and analytics initiatives. * Advise on complex deal negotiations, ensuring financial discipline and competitive positioning. * Support field communications by sharing best practices, competitive insights, and key business trends. Financial Management & Deal Governance * Partner with Finance on P&L oversight, compensation frameworks, and profitability analysis. * Engage in deal modeling and negotiations. * Coordinate with Legal and Compliance to ensure alignment on contractual terms and recruiting guidelines. Leadership, Development & Partnerships * Cultivate strong relationships with regional management, field leadership and external recruiting partners to ensure alignment on strategy, reduce friction in the recruiting process and create a unified enterprise level approach to advisor acquisition. Qualifications * 5-7 years of experience in wealth management, advisor recruiting, field management or strategic business leadership. * Proven ability to lead complex, firmwide initiatives. * Experience with P&L management and/or compensation architecture. * Strong analytical, communication, and executive presentation skills. * Understanding of advisor economics, recruiting trends, and/or competitive dynamics in the industry a plus. * MBA or related advanced degree preferred. * Excellent organizational and analytical skills. * Self-starter with the ability to prioritize multiple projects and deliver with exceptional attention to detail. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $150,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Summer Interns complete a 10 week internship centered around professional development, career growth and building the necessary skills to succeed. Summer Interns participate in projects and department initiatives that accelerate career growth and play an important role in building the future of the Bank. As an Intern, you will gain exposure to other departments through guest speakers and industry leaders and a built-in network with peers as well as priority consideration for full time opportunities throughout the Bank. **Loss Mitigation Operations Department Functions:** **Underwriting-** + Reviews borrower's request for mortgage assistance who are interested in retaining their property. + Responsible for calculating income and determining which mortgage assistance option is the best fit for the borrower following investor/insurer guidelines. + Determines eligibility for streamline/deferral options as well as responsible for monitoring payment plans. + The Quality Assurance team is responsible for accuracy of all decisions. **Liquidation-** + Determines eligibility for liquidation options on defaulted loans and loans in imminent default. + Closes liquidation options in adherence with investor and regulatory requirements. **Document and Control-** + Works with our vendors to draft modification documents. + Reviews and QC's executed modification/partial claim documents for accuracy and initiates recording with county clerks' offices. + Manages HUD Demands and GNMA exceptions for re-pooling of closed loan modifications. **System Updates-** + Monitors the loan once the documents are returned and assigned by the Document Preparation team. + Ensures that the loan is closed in accordance with regulatory and investor requirements. + Ensures that the system is updated to reflect the new terms of the loan. + The Quality Assurance Team is responsible for accuracy of all closings. **Primary Responsibilities:** + Complete duties and responsibilities of an entry-level professional nature specific to assigned area of the Bank. + Ensure activities adhere to established internal policies and external regulations as applicable. + Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. + Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Complete other related duties as assigned. **Scope of Responsibilities:** The jobholder works under immediate supervision. **Supervisory/Managerial Responsibilities:** Not Applicable **Education and Experience Required:** + Currently pursuing a Bachelor's or Master's degree + Minimum Cumulative GPA of 3.0 + Work Visa Sponsorship not offered for this role **Education and Experience Preferred:** + Strong written and verbal communication skills + Demonstrated computer skills + Proven analytical skills + Proven critical thinking skills + Strong organizational skills + Detail-oriented M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.00 - $28.00 per hour. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above encompasses all geographic locations. The pay rate specific to your location will fall within this range and is available from your recruiter. **Location** Getzville, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

Summer Interns complete a 10 week internship centered around professional development, career growth and building the necessary skills to succeed. Summer Interns participate in projects and department initiatives that accelerate career growth and play an important role in building the future of the Bank. As an Intern, you will gain exposure to other departments through guest speakers and industry leaders and a built-in network with peers as well as priority consideration for full time opportunities throughout the Bank. **Who We Are :** **We support a variety of products including Mortgage Loans, Installment Loans, Business Installment Loans, Home Equity Lines of Credit, Retail and Business Lines of Credit, and Direct and Indirect Automobile Loans.** Retail Servicing is comprised of eight functional groups: + Credit Bureau Research & Data Management + Customer Support + Escrow, Print Services & New Loans + Mortgage Payments & Maintenance + Investor Reporting + Specialized Servicing & Support + Retail Closing + Retail Collateral Management Our goal is to provide world-class service to both our internal and external customers. **Primary Responsibilities:** + Complete duties and responsibilities of an entry-level professional nature specific to assigned area of the Bank. + Ensure activities adhere to established internal policies and external regulations as applicable. + Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. + Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Complete other related duties as assigned. **Scope of Responsibilities:** The jobholder works under immediate supervision. **Supervisory/Managerial Responsibilities:** Not Applicable **Education and Experience Required:** + Currently pursuing a Bachelor's or Master's degree + Minimum Cumulative GPA of 3.0 + Work Visa Sponsorship not offered for this role **Education and Experience Preferred:** + Strong written and verbal communication skills + Demonstrated computer skills + Proven analytical skills + Proven critical thinking skills + Strong organizational skills + Detail-oriented M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.00 - $28.00 per hour. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above encompasses all geographic locations. The pay rate specific to your location will fall within this range and is available from your recruiter. **Location** Buffalo, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Branch Operations Coordinator for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: * Support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers * Complete operational activities while minimizing risks under established policies * Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization * Support the Branch manager in operational tasks and scheduling * Resolve issues related to daily operations of the teller line, under direction of regional banking management * Support customers and employees in resolving or escalating concerns or complaints * Receive guidance from managers and exercise judgment within defined policies and procedures * Provide excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions * Identify information and services to meet customers financial needs * Motivate a diverse team to achieve full potential and meet established business objectives Required Qualifications: * 2+ years of customer service and issue resolution experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Ability to provide strong customer service while listening, eliciting information and comprehending customer issues * Ability to educate and connect customers to technology and share the value of mobile banking options * Ability to interact with integrity and professionalism with customers and employees * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Cash handling experience * Well-organized, independent and able to prioritize in a fast-paced environment * Ability to exercise judgment, raise questions to management, and adhere to policy guidelines * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting * Knowledge and understanding of retail compliance controls, risk management, and loss prevention * Motivate others to achieve full potential and meet established business objectives Job Expectations: * Ability to work a schedule that may include most Saturdays * This position is not eligible for Visa sponsorship Posting Location: * 43 N Plank Rd NEWBURGH, NY 12550 @RWF22 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $21.00 - $29.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 4 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Business Transformation is a global team that partners with multiple Asset Management business lines to deliver both global and regional change initiatives. Projects originate from priorities established by the Asset Management Operating Committee, commercial opportunities, or from the need to anticipate and respond to significant industry or regulatory developments. The team works closely with senior stakeholders and collaborates across a wide range of business lines and functions to drive impactful change throughout Asset Management. Job Responsibilities: Partner with business teams to design, enhance, and implement scalable operating models aligned with strategic business initiatives and regulatory requirements Ensure timely delivery and smooth transition of initiatives into business ownership Provide regular performance updates to stakeholders, ensuring change objectives are tracked and met Prepare essential project documentation, including initiation, requirements, plans, risk logs, status reports, and post-implementation reviews Undertake complex business analysis and present recommendations to senior level project sponsors Coordinate with stakeholders to secure approval of operating model designs prior to launch Escalate and resolve key decisions to overcome project roadblocks Manage business communications and training to support project rollout and closure Required qualifications, capabilities and skills Bachelor's degree with 2-3 years of experience ideally within a project-based or business analysis role Strong project management skills across planning, stakeholder engagement, requirements, solution development, risk management, and implementation Experience collaborating with cross-functional teams, including change management, business, and vendors Proven ability to produce project documentation and uphold project governance and familiarity with project or product management tools and agile methodologies Skilled in translating requirements into solution designs and prioritizing multiple tasks simultaneously to deliver successful outcomes Excellent relationship-building, communication, and interpersonal abilities with stakeholders across all levels Highly collaborative and ability to work successfully in a fast, team-based environment Preferred qualifications, capabilities, and skills Experience in strategic consulting, management consulting, performing process improvement, data manipulation leveraging Alteryx, and/or Python, data visualization (e.g., Tableau), project management certification (PMP) and asset management knowledge

JobID: 210671078 JobSchedule: Full time JobShift: Day Base Pay/Salary: Boston,MA: $100,000.00-$125,000.00 New York,NY: $100,000.00-$125,000.00 Working at 55ip means standing at the intersection of finance and technology-and at the cutting-edge of wealth and asset management. We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine, portfolio trading and rebalancing, and advisor transition services, all delivered through an intuitive experience and intelligent automation. Driven by strategic partnerships with world-class wealth and asset management firms, such as BlackRock, Fidelity, J.P. Morgan, Raymond James, and others, we've experienced breakthrough growth over the last two years. Today, over 390 financial advisor firms have trusted over $60 billion in assets under supervision with 55ip. Job summary: As an Enterprise Business Development Associate within the Enterprise Solutions team at 55ip, you will be responsible for helping financial advisors understand the value of 55ip's Tax-smart Platform while offering timely, scalable solutions. You will play a key role in driving platform adoption in partnership with the Advisor Success and Business Development Teams. This role provides an opportunity to demonstrate your passion for the financial technology industry, offering solutions to a diverse group of Enterprise RIA and Wealth Management clients. A successful candidate must demonstrate their capabilities to work cross functionally both internally throughout all 55ip functions, from Product, Quantitative Research, Technology, Sales, and Service to supporting and driving financial advisors to adopt 55ip's Platform and investment solutions. Job responsibilities: * Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the 55ip value proposition * Provide superior client service by being responsive, thoughtful, and making the clients' needs the focus * Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way * Partner with Enterprise ASM (Advisor Success Manager) by being completely aligned on the objectives needed to achieve the 55ip's asset (AUM) ramping goals * Demonstrate effective relationship management skills by focusing on timely follow-up, advisor scheduling, and lead generation * Convey the thought leadership of our Advisor Solutions team to aid clients' understanding of the ever-changing market landscape and how they can benefit from leveraging 55ip's platform Required qualifications, capabilities, and skills: * Bachelor's degree at minimum * Passion for sales and the financial markets - understanding the value of tax management * Proven results shown through sustainable achievement in a competitive environment * Demonstrated ability to work in a team and collaborate cross functionally * Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace * Capacity to build relationships across the entire organization and with our partner firms * Willingness to wear multiple hats and support the buildup of new functions Preferred qualifications, capabilities, and skills: * 2-5 years of financial service experience preferred and/or related sales leadership experience * Preferred experience in asset and wealth management - including consulting with financial advisors * Expertise in utilizing a CRM, e.g. Salesforce is preferred

JobID: 210686147 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $100,000.00-$120,000.00; New York,NY $100,000.00-$120,000.00; Brooklyn,NY $100,000.00-$120,000.00 Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Sales Associate in Merchant Services, you will assist in contributing to new sales targets and portfolio revenue growth by supporting Merchant Services Business Development Officers. You will actively engage in meetings, seminars, client calls, etc. and develop a network of contacts. You will participate in the three-year development plan designed for a progression of job functions to develop skills over time for a successful career within the firm and ability to pursue more senior roles within Business Development, Relationship Management, or other functional areas within Merchant Services. Job responsibilities * Engage in activities such as call preparation, pitch books, and customer research that assist Merchant Services Business Development Officers in driving profitable revenue through selling * Ensure all client/prospect-facing materials are current and compliant * Develop account plans, briefing memos, and an understanding of competitors' products, positioning, and their shares of wallet within the client/prospect * Coordinate with product partners to develop solutions to identify cross-selling and client growth opportunities * Work with Business Development Officers on proposals including cost/benefit analysis, pricing, profitability models, and ensuring correct pipeline reporting * Understand segment strategies to assist in developing recommendations and/or opportunities and proposal/pitch book generation * Ensure efficient and effective onboarding of new clients and new services * Assist in finalizing sales through documentation coordination/negotiation and smooth handoff to implementation team * Coordinate Credit Risk, Know Your Customer, and other hierarchies with assigned Business Development Officers and Underwriters * Develop broad and deep knowledge of Merchant Services products and their application for clients/prospects * Identify and complete additional career development training (e.g., sales, credit, executive presence) Required qualifications, capabilities, and skills * Bachelor's degree or equivalent experience * Exceptional verbal and written communication skills * Strong organizational and planning skills * Ability to prioritize multiple initiatives * Strong interpersonal and relationship building skills * Client management experience * Ability to understand the Commercial Banking division and demonstrate the ability to speak to the firm's priorities, activities, and financial condition and performance