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Team Manager jobs at M&T Bank - 28 jobs

  • Business Risk Team Lead (Hybrid)

    M&T Bank 4.7company rating

    Team manager job at M&T Bank

    Implement defined first line of defense risk management initiatives within the business unit in support of the Enterprise Risk Framework. Manage the risk work and employee assignments to those initiatives responsible for risk and control functions in the business unit. Serve as Subject Matter Expert (SME) for execution of risk functions; Serve as project leader on complex and highly visible risk management projects. Primary Responsibilities: Responsible for the execution of risk initiatives that this position leads or for which their team is responsible to conduct. Responsible for completely and accurately documenting key business processes. Identify and assess risks and internal controls associated with the key processes under your leadership. Actively participate in the planning, execution and reporting of the business unit's risk-based testing program. Perform control testing as an individual contributor and ensure control testing is performed for the team's risk initiatives in accordance with M&T's First Line of Defense Guidance on Management of Risks & Internal Controls and professional standards. Specific control testing responsibilities will involve the review of testing, and evaluating results to determine if issues exist. Responsibilities may also include independent performance of scripted testing as well as system administrative duties such as the maintenance, validation, and / or updating in the compliance data management system (Archer). Communicate findings to management. Monitor business unit performance with respect to established key risk indicators (KRIs), and recommend enhancements to strengthen risk control structure. Accurately complete Risk Control Self Assessments (RCSAs) and other risk management reporting, recommending enhancements to each. Assist in the reporting and escalation of risk events and loss events. Identify emerging risks and risks associated with new products/ services/ markets/ channels or changes to existing products/ services/ markets/ channels, as well as the control structures needed to mitigate the risks. Provide guidance on the development of remediation plans. Manage the timely completion of remediation plans and other projects to address issues identified internally and by Enterprise Risk Management, Compliance, Internal Audit or external regulators. Validate the quality of the plans implemented. Implement and oversee the adherence to policies and procedures for the business unit. This includes identifying updates or enhancements as business unit processes change. In addition, assist in responding to both internal and external requests in relation to departmental processes and procedures. Provide informal coaching of staff. Provide input to manager with regard to staff performance and growth/development of staff functions and responsibilities for risk initiatives they lead. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. 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. Education and Experience Required: Bachelor's degree and a minimum of 5 years' relevant work experience, or in lieu of a degree, a combined minimum of 9 years' higher education and/or work experience, including a minimum of 5 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 $89,600.00 - $149,300.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBuffalo, New York, United States of America
    $89.6k-149.3k yearly Auto-Apply 15d ago
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  • Counterparty Credit Risk Team Lead

    M&T Bank 4.7company rating

    Team manager job at M&T Bank

    Responsible for in-depth monitoring, evaluation, and risk identification on the Bank's exposure to counterparty and Investment credit risks, including high complexity data analysis and interpretation, preparation of trend analysis, Key Risk Indicators (KRIs), exposure limits and various other forward-looking risk identification reports. Develop advanced analytical tools and frameworks, including those that are statistical and/or modeling based, to allow for the monitoring of movements in the portfolio and identify emerging risks. Interpret results and present findings to make or influence strategic decisions within the department or division. Leverage risk experience, business knowledge and understanding of link between bank performance and macroeconomic environment to plan initiatives to accomplish enterprise-wide goals around the Counterparty Credit Risk (CCR) Management. Directly oversee a team of analysts to support this work. Primary Responsibilities Partner with various areas within the bank to actively engage in discussions on current portfolio tracking and business observations and devise strategies to monitor and address potential portfolio risks Review material counterparty exposures and collateral balances Conduct forward-looking analytics, including leveraging modeling and/or statistical tools, to identify pockets of CCR Analyze stress testing results and enhance existing stress testing framework Perform SACCR and CVA analysis and present in committee meetings Develop and monitor and review XVA limit framework Monitor CCR analytics for large DoD and MoM moves in PFE Analyze/validate exposures (PFE) for any limit triggers and credit limit breaches Conduct CCR portfolio segmentation analysis using financial, demographic, behavioral, market and economic data as appropriate Leverage market intelligence, including macroeconomic data, capital and equity market trends and other industry information to supplement portfolio analysis and to identify market trends that could be detrimental to the portfolio Perform credit limit sizing and define maximum tenor limits Provide month-end commentary for large exposure moves in material exposures, for industry/country exposures, for product exposure analysis across IR, FX and non-derivative transactions Provide CCR slides for senior management discussion and risk governance committees Perform wrong way risk analysis for counterparties and enhance existing collateral framework Develop expertise around various Bank regulatory requirements. Regularly present portfolio risk summaries and dashboards to management and governance committees. Participate in cross-functional teams as SME for enterprise projects such as CCAR, ACL, Enterprise Data Warehouse, systems implementation, etc. Train, develop, mentor, and motivate team members to enable them to perform at a high level Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. 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. Education and Experience Required: Bachelor's Degree in Finance or Accounting and a minimum of 7 years of Credit Administration, credit risk, finance, or business analytic experience. Knowledge of Microsoft Excel, Access, SQL. Experience with Bank Accounting Systems. Knowledge of Banking/Lending Regulations. Comfort interacting with all levels of management and external regulators. Excellent written and verbal communication skills. 7 years' experience preparing written documentation and/or papers / publications 2 years' management/supervisory experience. #LI-RS1 M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $107,500.00 - $179,100.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBuffalo, New York, United States of America
    $107.5k-179.1k yearly Auto-Apply 57d ago
  • J.P. Morgan Wealth Management - Client Service Team Lead - West Harrison, NY

    Jpmorgan Chase & Co 4.8company rating

    Harrison, NY jobs

    JobID: 210698940 JobSchedule: Full time JobShift: Base Pay/Salary: West Harrison,NY $138,000-$183,000 Join our dynamic team and become a pivotal force in shaping the future of client engagement at J.P. Morgan Wealth Management. As a leader in our organization, you will drive key business initiatives, foster a culture of client obsession, and empower our Private Client Investment Associates to deliver unparalleled service. With a focus on innovation, collaboration, and excellence, you will play a crucial role in enhancing our client experiences and strengthening our position as a trusted partner in wealth management. Embrace the opportunity to make a meaningful impact and advance your career in a supportive and inclusive environment. As a Client Service Team Lead within the Private Client Investment Associates team, you will collaborate with leadership to orchestrate and communicate crucial business strategies. Your responsibilities will include bolstering the performance and growth of the associates through extensive onboarding, training, and regular in-field workshops designed to augment their proficiency and knowledge. Job responsibilities * Facilitate the onboarding and training of Private Client Investment Associates, conducting workshops to boost their skills and effectiveness. * Identify and implement best practices to exceed client expectations, fostering a culture of client obsession within the team. * Provide field feedback to practice management on key initiatives and serve as a liaison between associates, advisors, and market directors. * Review and approve time and attendance records, maintain and update the Independent Advisor coverage report, and track revenue share agreements. * Assist in resolving various technology issues to ensure smooth operations. * Strengthen relationships with internal business partners, including One Chase partners and branch leadership, focusing on enhancing the employee experience and driving an inclusive culture. Required qualifications, capabilities, and skills * 3 + years proven experience leading teams and coaching in a client-focused environment * FINRA Series 7, 66 or 63/65, 9 & 10 required and the ability to hold registration in all 50 states and territory plus state Life and Health Insurance * Innovative thinker able to drive future engagement with clients to provide an exceptional experience * Creates a climate in which people want to do their best; motivated and empowers others by inviting input from each person and sharing ownership and visibility * Demonstrated ability to collaborate across J.P. Morgan Wealth Management and with other One Chase partners i.e. Consumer Banking & Business Banking * Strong communication skills, highly professional, attention to detail and excellent follow-through * High degree of Wealth and / or investment product and technology acumen * Ability to travel 25% of the time
    $138k-183k yearly Auto-Apply 12d ago
  • J.P. Morgan Wealth Management - Client Service Team Lead - West Harrison, NY

    Jpmorgan Chase 4.8company rating

    Harrison, NY jobs

    Join our dynamic team and become a pivotal force in shaping the future of client engagement at J.P. Morgan Wealth Management. As a leader in our organization, you will drive key business initiatives, foster a culture of client obsession, and empower our Private Client Investment Associates to deliver unparalleled service. With a focus on innovation, collaboration, and excellence, you will play a crucial role in enhancing our client experiences and strengthening our position as a trusted partner in wealth management. Embrace the opportunity to make a meaningful impact and advance your career in a supportive and inclusive environment. As a Client Service Team Lead within the Private Client Investment Associates team, you will collaborate with leadership to orchestrate and communicate crucial business strategies. Your responsibilities will include bolstering the performance and growth of the associates through extensive onboarding, training, and regular in-field workshops designed to augment their proficiency and knowledge. **Job responsibilities** + Facilitate the onboarding and training of Private Client Investment Associates, conducting workshops to boost their skills and effectiveness. + Identify and implement best practices to exceed client expectations, fostering a culture of client obsession within the team. + Provide field feedback to practice management on key initiatives and serve as a liaison between associates, advisors, and market directors. + Review and approve time and attendance records, maintain and update the Independent Advisor coverage report, and track revenue share agreements. + Assist in resolving various technology issues to ensure smooth operations. + Strengthen relationships with internal business partners, including One Chase partners and branch leadership, focusing on enhancing the employee experience and driving an inclusive culture. **Required qualifications, capabilities, and skills** + 3 + years proven experience leading teams and coaching in a client-focused environment + FINRA Series 7, 66 or 63/65, 9 & 10 required and the ability to hold registration in all 50 states and territory plus state Life and Health Insurance + Innovative thinker able to drive future engagement with clients to provide an exceptional experience + Creates a climate in which people want to do their best; motivated and empowers others by inviting input from each person and sharing ownership and visibility + Demonstrated ability to collaborate across J.P. Morgan Wealth Management and with other One Chase partners i.e. Consumer Banking & Business Banking + Strong communication skills, highly professional, attention to detail and excellent follow-through + High degree of Wealth and / or investment product and technology acumen + Ability to travel 25% of the time 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** West Harrison,NY $138,000 - $183,000 / year
    $138k-183k yearly 10d ago
  • J.P. Morgan Wealth Management - Client Service Team Lead - West Harrison, NY

    Jpmorganchase 4.8company rating

    Harrison, NY jobs

    Join our dynamic team and become a pivotal force in shaping the future of client engagement at J.P. Morgan Wealth Management. As a leader in our organization, you will drive key business initiatives, foster a culture of client obsession, and empower our Private Client Investment Associates to deliver unparalleled service. With a focus on innovation, collaboration, and excellence, you will play a crucial role in enhancing our client experiences and strengthening our position as a trusted partner in wealth management. Embrace the opportunity to make a meaningful impact and advance your career in a supportive and inclusive environment. As a Client Service Team Lead within the Private Client Investment Associates team, you will collaborate with leadership to orchestrate and communicate crucial business strategies. Your responsibilities will include bolstering the performance and growth of the associates through extensive onboarding, training, and regular in-field workshops designed to augment their proficiency and knowledge. Job responsibilities Facilitate the onboarding and training of Private Client Investment Associates, conducting workshops to boost their skills and effectiveness. Identify and implement best practices to exceed client expectations, fostering a culture of client obsession within the team. Provide field feedback to practice management on key initiatives and serve as a liaison between associates, advisors, and market directors. Review and approve time and attendance records, maintain and update the Independent Advisor coverage report, and track revenue share agreements. Assist in resolving various technology issues to ensure smooth operations. Strengthen relationships with internal business partners, including One Chase partners and branch leadership, focusing on enhancing the employee experience and driving an inclusive culture. Required qualifications, capabilities, and skills 3 + years proven experience leading teams and coaching in a client-focused environment FINRA Series 7, 66 or 63/65, 9 & 10 required and the ability to hold registration in all 50 states and territory plus state Life and Health Insurance Innovative thinker able to drive future engagement with clients to provide an exceptional experience Creates a climate in which people want to do their best; motivated and empowers others by inviting input from each person and sharing ownership and visibility Demonstrated ability to collaborate across J.P. Morgan Wealth Management and with other One Chase partners i.e. Consumer Banking & Business Banking Strong communication skills, highly professional, attention to detail and excellent follow-through High degree of Wealth and / or investment product and technology acumen Ability to travel 25% of the time
    $91k-138k yearly est. Auto-Apply 11d ago
  • VEA - Team Manager

    Morgan Stanley 4.6company rating

    Harrison, NY jobs

    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. The Virtual Engagement organization within Wealth Management focuses on supporting the growth and overall success of Morgan Stanley Financial Advisors. The Virtual Engagement Associate Program (VEA) was launched to support experienced Financial Advisors by executing aspects of their individual business development strategies. By leveraging Morgan Stanley's state-of-the-art tools, VEAs help Financial Advisors increase client engagement by managing their digital presence via social media and business websites, creating consistent client-specific communication based on Morgan Stanley's unique Next Best Action tool, building authentic goals-based financial plans for clients and prospects, and more. As part of the Virtual Engagement Associate Program (VEA) team, the VEA Team Manager is responsible for directly managing a team of 20+ VEAs who support a subset of our Financial Advisor base through either Digital Marketing or Financial Planning services. The VEA Team Manager will ensure their entire team is performing at a high level while adhering to Firm & program standards of excellence. Responsibilities: * Responsible for supervision of VEAs including managing their training and development * Monitor on-site performance, behavior and general policy adherence * Develop effective teams, providing consistent leadership and assuming accountability for results * Ensure the team is meeting all minimum requirements defined by the VEA standards of excellence; these include, but are not limited to, client engagement metrics and logging activity * Coach and develop team members to improve their performance across all metrics * As needed, create performance improvement plans for underperforming VEAs * Support the VEA Recruiter in the Campus Recruiting process by conducting candidate interviews or assist with various recruiting efforts as necessary * Conduct regular team meetings to pass along best practices and share ideas * Understanding and knowledge across all VEA services and offerings * In partnership with the VEA Relationship Manager, conduct performance reviews * Stay organized, focused, and highly disciplined * Demonstrate accountability and a strong work ethic to promote confidence and trust in their work Qualifications: * Bachelor's degree or equivalent experience * Minimum 10 years of experience in finance, business development, management, sales, legal, accounting, education, military, or another business-related field * Licensing requirements: SIE required before start date; Series 7 and Series 66 required to be completed within 90 days from hire date / transfer in date. Series 24 or 9/10 is encouraged. * Previous management experience required * Excellent written, verbal and presentation communication skills * Possess exemplary organization and time-management skills * Expert knowledge of PC, MS Office and internet applications * Self-starter, must be able to work independently, be flexible and detail-oriented * Be authorized to work in the US without durational restrictions * Successfully complete background check and pre-employment assessments 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 $110,000 and $180,000 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).
    $110k-180k yearly Auto-Apply 60d+ ago
  • Red Team Operator

    Jpmorgan Chase & Co 4.8company rating

    New York, NY jobs

    JobID: 210695768 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $152,000.00-$260,000.00 JPMC's Assurance Operations organization is looking to expand its Cybersecurity Red Team with an experienced Red Team Operator with a particular specialty in Cloud-based environments. The successful candidate will have a proven track record in conducting red team or network exploitation operations, and be able to demonstrate in-depth knowledge and experience around computer networking fundamentals, modern threats and vulnerabilities, attack methodologies, and red teaming tools. As an Assessments & Exercises Vice President in the Cybersecurity and Technology Controls line of business, you will make significant contributions to enhancing the firm's cybersecurity posture by using industry-standard assessment methodologies and techniques to proactively identify risks and vulnerabilities in people, processes, and technology. In this role, you will design and execute Red Team assessments to evaluate preventative controls, incident response processes, and detection capabilities, and advise cross-functional teams on security strategy and risk management. This position is anticipated to require the use of one or more High Risk Role (HRR) systems, which mandates successful completion of enhanced screening, including criminal and credit background checks, before starting employment and annually thereafter. Job responsibilities * Lead and execute multi-month, covert red team assessments against JPMC and its subsidiaries to evaluate existing controls for effectiveness and impact on operational risk * Contribute to the development and enhancement of assessment methodologies, tools, and frameworks to strengthen the firm's security posture * Collaborate closely with cross-functional teams to develop comprehensive assessment reports - including detailed findings, risk assessments, and remediation recommendations - making data-driven decisions that encourage continuous improvement * Utilize threat intelligence and security research to stay informed about emerging threats, vulnerabilities, industry best practices, and regulations. Apply this knowledge to enhance the firm's assessment strategy and risk management. Engage with peers and industry groups that share threat intelligence analytics Required qualifications, capabilities, and skills * 5+ years of experience in delivering covert red teaming, purple teaming, or network exploitation operations using industry-standard tools (e.g., Cobalt Strike or other C2 frameworks), with awareness of op-sec considerations and detection evasion * Demonstrable expertise in one or more security domains (e.g., exploitation of networks, operating systems, applications, cloud and DevOps security, Active Directory, physical security, or social engineering) * Ability to identify systemic security or resiliency issues as they relate to threats, vulnerabilities, or risks, with a focus on recommendations for enhancements or remediation * Experience with developing custom implants, loaders, or post-exploitation tools for covert red team engagements * Demonstrate an active interest in the offensive security community (e.g., via a blog, attending or speaking at conferences, or contributing to open-source tools) * Excellent communication, collaboration, and report writing skills, with the ability to influence and engage stakeholders across various functions and levels including senior leadership * Ability to collaborate with high-performing global teams and individuals throughout the firm to accomplish common goals Preferred qualifications, capabilities, and skills * Preferred qualifications include: Intelligence Community background, relevant hands-on certifications such as those offered by Offensive Security, CREST, and SANS * Experience with coding and developing new offensive security tools or proof-of-concept exploits, or modifying existing internal or open-source tooling * Experience operating within financial services environments and knowledge of sector-related cybersecurity or resiliency organization practices, operations risk management processes, principles, regulations, threats, risks, and incident response methodologies * Experience delivering regulatory-driven red team testing such as CBEST, TIBER, and iCAST * Experience of targeting cloud-based environments such as Azure and AWS, and technologies such as Kubernetes * Experience applying AI/ML techniques such as deepfakes and prompt injection
    $71k-120k yearly est. Auto-Apply 26d ago
  • Red Team Operator

    Jpmorgan Chase 4.8company rating

    New York, NY jobs

    JPMC's Assurance Operations organization is looking to expand its **Cybersecurity** **Red Team** with an experienced **Red Team Operator** with a particular specialty in **Cloud-based environments** . The successful candidate will have a proven track record in conducting red team or network exploitation operations, and be able to demonstrate in-depth knowledge and experience around computer networking fundamentals, modern threats and vulnerabilities, attack methodologies, and red teaming tools. As an Assessments & Exercises Vice President in the Cybersecurity and Technology Controls line of business, you will make significant contributions to enhancing the firm's cybersecurity posture by using industry-standard assessment methodologies and techniques to proactively identify risks and vulnerabilities in people, processes, and technology. In this role, you will design and execute Red Team assessments to evaluate preventative controls, incident response processes, and detection capabilities, and advise cross-functional teams on security strategy and risk management. This position is anticipated to require the use of one or more High Risk Role (HRR) systems, which mandates successful completion of enhanced screening, including criminal and credit background checks, before starting employment and annually thereafter. **Job responsibilities** + Lead and execute multi-month, covert red team assessments against JPMC and its subsidiaries to evaluate existing controls for effectiveness and impact on operational risk + Contribute to the development and enhancement of assessment methodologies, tools, and frameworks to strengthen the firm's security posture + Collaborate closely with cross-functional teams to develop comprehensive assessment reports - including detailed findings, risk assessments, and remediation recommendations - making data-driven decisions that encourage continuous improvement + Utilize threat intelligence and security research to stay informed about emerging threats, vulnerabilities, industry best practices, and regulations. Apply this knowledge to enhance the firm's assessment strategy and risk management. Engage with peers and industry groups that share threat intelligence analytics **Required qualifications, capabilities, and skills** + 5+ years of experience in delivering covert red teaming, purple teaming, or network exploitation operations using industry-standard tools (e.g., Cobalt Strike or other C2 frameworks), with awareness of op-sec considerations and detection evasion + Demonstrable expertise in one or more security domains (e.g., exploitation of networks, operating systems, applications, cloud and DevOps security, Active Directory, physical security, or social engineering) + Ability to identify systemic security or resiliency issues as they relate to threats, vulnerabilities, or risks, with a focus on recommendations for enhancements or remediation + Experience with developing custom implants, loaders, or post-exploitation tools for covert red team engagements + Demonstrate an active interest in the offensive security community (e.g., via a blog, attending or speaking at conferences, or contributing to open-source tools) + Excellent communication, collaboration, and report writing skills, with the ability to influence and engage stakeholders across various functions and levels including senior leadership + Ability to collaborate with high-performing global teams and individuals throughout the firm to accomplish common goals **Preferred qualifications, capabilities, and skills** + Preferred qualifications include: Intelligence Community background, relevant hands-on certifications such as those offered by Offensive Security, CREST, and SANS + Experience with coding and developing new offensive security tools or proof-of-concept exploits, or modifying existing internal or open-source tooling + Experience operating within financial services environments and knowledge of sector-related cybersecurity or resiliency organization practices, operations risk management processes, principles, regulations, threats, risks, and incident response methodologies + Experience delivering regulatory-driven red team testing such as CBEST, TIBER, and iCAST + Experience of targeting cloud-based environments such as Azure and AWS, and technologies such as Kubernetes + Experience applying AI/ML techniques such as deepfakes and prompt injection 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 $152,000.00 - $260,000.00 / year
    $71k-120k yearly est. 24d ago
  • Red Team Operator

    Jpmorganchase 4.8company rating

    New York, NY jobs

    JPMC's Assurance Operations organization is looking to expand its Cybersecurity Red Team with an experienced Red Team Operator with a particular specialty in Cloud-based environments. The successful candidate will have a proven track record in conducting red team or network exploitation operations, and be able to demonstrate in-depth knowledge and experience around computer networking fundamentals, modern threats and vulnerabilities, attack methodologies, and red teaming tools. As an Assessments & Exercises Vice President in the Cybersecurity and Technology Controls line of business, you will make significant contributions to enhancing the firm's cybersecurity posture by using industry-standard assessment methodologies and techniques to proactively identify risks and vulnerabilities in people, processes, and technology. In this role, you will design and execute Red Team assessments to evaluate preventative controls, incident response processes, and detection capabilities, and advise cross-functional teams on security strategy and risk management. This position is anticipated to require the use of one or more High Risk Role (HRR) systems, which mandates successful completion of enhanced screening, including criminal and credit background checks, before starting employment and annually thereafter. Job responsibilities Lead and execute multi-month, covert red team assessments against JPMC and its subsidiaries to evaluate existing controls for effectiveness and impact on operational risk Contribute to the development and enhancement of assessment methodologies, tools, and frameworks to strengthen the firm's security posture Collaborate closely with cross-functional teams to develop comprehensive assessment reports - including detailed findings, risk assessments, and remediation recommendations - making data-driven decisions that encourage continuous improvement Utilize threat intelligence and security research to stay informed about emerging threats, vulnerabilities, industry best practices, and regulations. Apply this knowledge to enhance the firm's assessment strategy and risk management. Engage with peers and industry groups that share threat intelligence analytics Required qualifications, capabilities, and skills 5+ years of experience in delivering covert red teaming, purple teaming, or network exploitation operations using industry-standard tools (e.g., Cobalt Strike or other C2 frameworks), with awareness of op-sec considerations and detection evasion Demonstrable expertise in one or more security domains (e.g., exploitation of networks, operating systems, applications, cloud and DevOps security, Active Directory, physical security, or social engineering) Ability to identify systemic security or resiliency issues as they relate to threats, vulnerabilities, or risks, with a focus on recommendations for enhancements or remediation Experience with developing custom implants, loaders, or post-exploitation tools for covert red team engagements Demonstrate an active interest in the offensive security community (e.g., via a blog, attending or speaking at conferences, or contributing to open-source tools) Excellent communication, collaboration, and report writing skills, with the ability to influence and engage stakeholders across various functions and levels including senior leadership Ability to collaborate with high-performing global teams and individuals throughout the firm to accomplish common goals Preferred qualifications, capabilities, and skills Preferred qualifications include: Intelligence Community background, relevant hands-on certifications such as those offered by Offensive Security, CREST, and SANS Experience with coding and developing new offensive security tools or proof-of-concept exploits, or modifying existing internal or open-source tooling Experience operating within financial services environments and knowledge of sector-related cybersecurity or resiliency organization practices, operations risk management processes, principles, regulations, threats, risks, and incident response methodologies Experience delivering regulatory-driven red team testing such as CBEST, TIBER, and iCAST Experience of targeting cloud-based environments such as Azure and AWS, and technologies such as Kubernetes Experience applying AI/ML techniques such as deepfakes and prompt injection
    $71k-120k yearly est. Auto-Apply 26d ago
  • Sr Operations Team Lead

    Bank of America 4.7company rating

    New York jobs

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for overseeing the Operations team and ensuring they meet deadlines, execute, and coordinate tasks. Key responsibilities include identifying, analyzing, and resolving complex problems, ensuring adherence to operations procedures, providing guidance to employees, handling exception requests, and referring more complex problems to a senior manager. Job expectations include having an understanding of foundational operations and familiarity in a specific product line. LOB Description: This job is responsible for managing one or more major operations segments for a site, region, or product line within the bank's internal operations. Key responsibilities include identifying, analyzing, and resolving complex problems related to product lines, ensuring compliance with policies, and identifying opportunities to improve process performance and operating efficiency. Job expectations include supervising day-to-day activities of employees such as executing transactions. Forecasts and manages staffing levels and capacities, prioritizes employee development by providing effective coaching, and shares constructive feedback to drive Operational Excellence Applies knowledge of the end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product lines. Evaluates efficiencies and identifies areas of improvement and growth to the overall process, identifying data, metrics, and key performance indicators to measure process effectiveness Aligns bank priorities and strategies to employee metrics and goals, evaluates employee progress, and strives to recognize, encourage, and improve team performance to support an inclusive work environment. Responsibilities Include: This role requires candidate who has strong leadership skill with aptitude for problem solving, attention to detail, a risk and control awareness, taking lead in decision making and building good working relationship with various internal and external stakeholders. Provides coaching and the development of a junior team of associates. The manager will be responsible for partnering with various business partners to ensure we provide platinum service to our FA's and clients. The role requires outstanding attention to detail, time management as deadlines can not be missed on notification of expiring events, excellent communication skills (both verbal and written) with our internal and external stakeholders and the ability to work under pressure and in a team environment Responsibilities: Resolves day-to-day problems and executes deliverables within the business unit Applies knowledge of the end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product lines Manages team workload and provides oversight and direction to team Evaluates efficiencies and identifies areas of improvement and growth to the overall process and implements process improvement opportunities Maintains internal, operational, and financial controls and works within risk appetite of the business unit Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully. Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement. Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results. Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks. People Manager & Coach: Knows and develops team members through coaching and feedback. Financial Steward: Manages expenses and demonstrates an owner's mindset. Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth. Driver of Business Outcomes: Delivers results through effective team management, structure, and routines. Required Qualifications: Presentable, confident and LOB / client focused. Demonstrate the ability to work under pressure in a team environment. Self-motivated strategic thinker with excellent organizational skills. Ability to prioritize workloads and work efficiently in dynamic environment to meet deadlines. 2+ years of experience managing people, process, risk and controls within an organization. Previous experience in the corporate actions / dividends space is recommended. Other Qualifications: Excellent line management skills, including the ability to prioritize work and meet deadlines. Strong business centric mindset with ability to utilize sound business judgment and tailor approach to drive optimal business outcomes. Strong Analytical skills to critically evaluate the information gathered from multiple sources, reconcile variances and present complex data in a coherent manner. Strong relationship management and ability to navigate the complexities of gaining buy-in, building consensus and resolving conflicts in a large, global, distributed organization; ability to work across functions and organizational lines/levels. Advanced analytical skills, with ability to use data to solve difficult problems and accurately interpret reports, models, and metrics; able to lead, execute and track results. Strong risk management skills with a focus on enabling appropriate risk reduction culture. Team player with the ability to take the initiative and ownership of tasks and operate across different functional silos. Excellent written and verbal communication skills, collaboration and influencing skills. Desired Qualifications: ∙ Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions ∙ Excels in working among diverse viewpoints to determine the best path forward ∙ Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner ∙ Commitment to challenging the status quo and promoting positive change. ∙ Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base ∙ Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world Skills: Leadership Development Performance Management Process Management Process Performance Management Talent Development Account Management Client Management Customer Service Management Relationship Building Business Operations Management Policies, Procedures, and Guidelines Risk Management Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - New York - 1100 Ave Of The Americas - Two Bryant Park (NY1540) Pay and benefits information Pay range$63,000.00 - $124,300.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $63k-124.3k yearly Auto-Apply 32d ago
  • International Private Bank- Private Banker, Team Lead- Middle East and Emerging Europe

    Jpmorgan Chase Bank, N.A 4.8company rating

    New York, NY jobs

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Market Team Lead in the International Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. In addition to managing and building your own book of business, you will also be responsible for developing and retaining a local team of Client Advisors. You will partner with local leadership on developing and executing on the strategy of the local market, including hiring and training. Job Responsibilities Manage and build relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition; advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Act as a business coach to help the team generate new business and challenge them to think creatively about approaching opportunities; share best practices and lessons learned across the team Participate in developing the team's business plan and ensure goals and objectives are being measured and achieved on an individual and team level Provide ongoing coaching, feedback and development to local Client Advisors Partner with internal specialists to provide interdisciplinary expertise to clients when needed; connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach while strictly adhering to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Ten plus years of work experience in Private Banking or Financial Services industry Five plus years of experience in a leadership position Bachelor's degree required FINRA Series 7, 66, 9, 10 and Insurance licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proven record of being a player-coach within a high performing team model Proven sales success and strong business acumen Ability to attract, retain and develop a high performing Client Advisor team Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate 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 $300,000.00 - $500,000.00 / year
    $130k-170k yearly est. 6d ago
  • International Private Bank- Private Banker, Team Lead- Middle East and Emerging Europe

    Jpmorgan Chase 4.8company rating

    New York, NY jobs

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Market Team Lead in the International Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. In addition to managing and building your own book of business, you will also be responsible for developing and retaining a local team of Client Advisors. You will partner with local leadership on developing and executing on the strategy of the local market, including hiring and training. **Job Responsibilities** + Manage and build relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience + Generate business results and acquire new assets, both from existing client base and new client acquisition; advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Act as a business coach to help the team generate new business and challenge them to think creatively about approaching opportunities; share best practices and lessons learned across the team + Participate in developing the team's business plan and ensure goals and objectives are being measured and achieved on an individual and team level + Provide ongoing coaching, feedback and development to local Client Advisors + Partner with internal specialists to provide interdisciplinary expertise to clients when needed; connect your clients across all lines of business of J.P. Morgan Chase & Co. + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach while strictly adhering to all risk and control policies, regulatory guidelines and security measures **Required Qualifications, Capabilities, and Skills** + Ten plus years of work experience in Private Banking or Financial Services industry + Five plus years of experience in a leadership position + Bachelor's degree required + FINRA Series 7, 66, 9, 10 and Insurance licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proven record of being a player-coach within a high performing team model + Proven sales success and strong business acumen + Ability to attract, retain and develop a high performing Client Advisor team + Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate 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 $300,000.00 - $500,000.00 / year
    $130k-170k yearly est. 4d ago
  • International Private Bank- Private Banker, Team Lead- Middle East and Emerging Europe

    Jpmorganchase 4.8company rating

    New York, NY jobs

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Market Team Lead in the International Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. In addition to managing and building your own book of business, you will also be responsible for developing and retaining a local team of Client Advisors. You will partner with local leadership on developing and executing on the strategy of the local market, including hiring and training. Job Responsibilities Manage and build relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition; advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Act as a business coach to help the team generate new business and challenge them to think creatively about approaching opportunities; share best practices and lessons learned across the team Participate in developing the team's business plan and ensure goals and objectives are being measured and achieved on an individual and team level Provide ongoing coaching, feedback and development to local Client Advisors Partner with internal specialists to provide interdisciplinary expertise to clients when needed; connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach while strictly adhering to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Ten plus years of work experience in Private Banking or Financial Services industry Five plus years of experience in a leadership position Bachelor's degree required FINRA Series 7, 66, 9, 10 and Insurance licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proven record of being a player-coach within a high performing team model Proven sales success and strong business acumen Ability to attract, retain and develop a high performing Client Advisor team Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
    $130k-170k yearly est. Auto-Apply 6d ago
  • International Private Bank- Private Banker, Team Lead- Middle East and Emerging Europe

    Jpmorgan Chase & Co 4.8company rating

    New York, NY jobs

    JobID: 210700846 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $300,000.00-$500,000.00 We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Market Team Lead in the International Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. In addition to managing and building your own book of business, you will also be responsible for developing and retaining a local team of Client Advisors. You will partner with local leadership on developing and executing on the strategy of the local market, including hiring and training. Job Responsibilities * Manage and build relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience * Generate business results and acquire new assets, both from existing client base and new client acquisition; advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Act as a business coach to help the team generate new business and challenge them to think creatively about approaching opportunities; share best practices and lessons learned across the team * Participate in developing the team's business plan and ensure goals and objectives are being measured and achieved on an individual and team level * Provide ongoing coaching, feedback and development to local Client Advisors * Partner with internal specialists to provide interdisciplinary expertise to clients when needed; connect your clients across all lines of business of J.P. Morgan Chase & Co. * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach while strictly adhering to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills * Ten plus years of work experience in Private Banking or Financial Services industry * Five plus years of experience in a leadership position * Bachelor's degree required * FINRA Series 7, 66, 9, 10 and Insurance licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date * Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proven record of being a player-coach within a high performing team model * Proven sales success and strong business acumen * Ability to attract, retain and develop a high performing Client Advisor team * Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
    $130k-170k yearly est. Auto-Apply 6d ago
  • Citi Private Bank: Banker Team Leader - Managing Director

    Citigroup Inc. 4.6company rating

    New York, NY jobs

    The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job requires a broad and comprehensive understanding of the different systems, theories and practices relevant to a function as well as practical experience of multiple business cycles. In-depth knowledge of the industry and direct competitors' products/services is also necessary in order to contribute to the commercial objectives of the business. Requires thorough understanding of strategic direction of the function within the business, combined with a solid conceptual/practical grounding in both the function and/ or area of expertise. Excellent communication skills required in order to influence a wide range of audiences. The job is likely to be involved in both internal and external negotiations which will have a major impact on the area managed, and possibly on other related areas and organization as a whole. Responsibilities: * The position entails growing the existing client business, along with an acquisition strategy for UHNW & HNW target names. Thus thorough knowledge of the relevant market is critical and a track record evidencing the ability to grow such business through a focused and high quality team. * In addition to the role of Private Banker, the Team Leader will also have the following Responsibilities: * Accountable for driving revenue and be responsible for their entire team's revenue goals. * Works closely with the Market Executive to lead the activities for the team. * Coach and guide team members and help them develop and share sales ideas across their and the wider team. * Co-ordinate client calling and prospecting amongst team members and sharing best practice. * Work with the Market Executive to achieve overall team revenues and growth objectives. * Take the lead in developing and implementing marketing and client events for the team. * Help team members in executing their account plans by providing guidance and support on specific deals and clients. * Provide ongoing feedback to team members on their performance as well as the formal mid-year & year-end reviews. * Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. * Anticipate events in a client's life and business, which have significant financial implications. * Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. * Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank. * Effectively manage client expectations regarding what can and cannot be executed on their behalf. * Maintain a comprehensive understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. * Uncover needs that are not articulated or clearly expressed by the client. * Bring together the appropriate product experts to develop long-term solutions that strengthen client relationships with the firm. * Help clients achieve broad financial & investment goals related to the creation, management, and transfer of wealth. * Develop tailored solutions that address clients' unique investment, risk management, and financing/ liquidity needs. * Regularly monitor progress against goals and make adjustments to achieve objectives. * Plan and prioritize daily, weekly and monthly activities to maximize revenue growth and client satisfaction. * Transfer or eliminate non-productive accounts in order to focus on clients who fit within the business strategy. * Establish a referral network and gain introductions to potential clients which generate new sales. * Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Private Bank. * Help team members acquire the experience to establish credibility with clients and intermediaries. * Demonstrate strong commitment to team success and place team goals above personal achievement. * Encourage team members to work collaboratively and with the entire business to deepen client relationships and exceed sales goals. * Align complementary experiences and skill sets of team members to maximize client effectiveness. * Develop strong relationships and partners with support functions across the Citi Private Bank to maintain control, find solutions and resolve issues. * Ensure compliance on regulatory requirements and minimizes any potential liability for Citi. * Ensure strong controls and effective operational and administrative services. * Partner with colleagues across the Citigroup network to leverage capabilities and share expertise. * Advocate for the client, negotiating on their behalf with members of the Private Bank and Citi. * Ensure clients are presented with seamless execution of internal processes and Citi services. * Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution. * Understand and communicate the risk involved with various investment strategies. * Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity. * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. Qualifications: * 15+ years of experience * Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling / * Have an in-depth knowledge of the Citi Private Bank internal policies to be compliant with serving the UHNW market / Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. Education: * Bachelor's/University degree, Master's degree preferred * ----------------------------------------------------- Job Family Group: Private Client Coverage * ----------------------------------------------------- Job Family: Private Banker * ----------------------------------------------------- Time Type: * ----------------------------------------------------- Primary Location: New York New York United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $250,000.00 - $500,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Aug 28, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $133k-187k yearly est. 4d ago
  • Middle Market Corporate Banking Portfolio Management Team Lead

    Citizens Financial Group, Inc. 4.3company rating

    New York, NY jobs

    We are seeking a Corporate Banking Portfolio Management Team Leader who will oversee a team of Commercial banking Portfolio Managers and Credit Analysts across Citizens' NYC, New Jersey, and Long Island offices including those who underwrite and manage Middle Market (annual sales revenue between $50MM - $500MM) transactions and relationships. Functions/Deliverables: * Responsible for all aspects of portfolio management including transaction structuring, due diligence and underwriting, credit approval, reporting/credit monitoring and problem loan identification. * Intensively involved in credit actions (deal screens, approval of new business and amendment requests and Watchlist) on a credit-intensive portfolio. * Assures that all Portfolio Managers & Credit Analysts are trained and kept up to date on Citizens Bank credit policy as well as credit issues affecting the general economy. * Actively involved in assessing, developing and implementing credit and compliance policies; Actively ensures compliance with federal regulations and Citizens Bank policies. * Designs and monitors internal systems to assure that all assigned work and ongoing monitoring is completed on a timely basis and in a manner that complies with all Citizens Bank internal policies. * Prioritizes work that is assigned to the group, assure that work is appropriately distributed among the team members and is responsible for objective quality control of group's analytical and reporting work product to include accurate application of credit, risk, and other policies and practices required to effectively manage risk exposure and loss to the Bank. * Achieve satisfactory or better ratings from Credit Review and Compliance and meet compliance targets for annual reviews, risk ratings, and covenant compliance monitoring. * Responsible for performance management process and professional development for direct reports. * Largely internally focused interacting with Portfolio Managers, Relationship Managers, Division Executives, Credit Officers, Work Out Officers, and Senior Management. * Externally meets with customers/prospects to actively negotiate deals and solve customer/prospect requests and problems. * Is viewed as a trusted advisor on credit and portfolio management issues/challenges. Requirements include: * 10 plus years commercial banking experience which should include Middle Market and other areas of Corporate Banking * Exhibits strong level of knowledge of commercial banking sales, commercial banking products, credit, risk, and administration practices and processes * Strong understanding of general credit and risk principles, mitigants, and banking policies and procedures * Balanced approach to enable focus on both business unit goals and risk management objectives * Skilled at developing and implementing both strategic and tactical solutions in support of portfolio administration and business unit goals and objectives * Able to multi task and function under pressure to meet deadlines * Excellent organizational skills * Strong written and verbal communication and negotiation skills * Focused on client experience/ customer service * Flexible change agent able to lead and handle both process and organizational changes * Experience with direct reports including managing day to day activity as well as annual performance reviews and coaching/development for entry to expert level colleagues preferred * BA/BS degree required; MBA in Finance, Business Administration or Accounting preferred Hours and Work Schedule Hours per Week: 40+ Work Schedule: Monday - Friday Pay Transparency The salary range for this position is $220,000 - $260,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, relevant skills, and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. View Benefits Awards We've Received Age-Friendly Institute's Certified Age-Friend Employer The Banker's US Bank of the Year Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion Human Rights Campaign Corporate Equality Index 100 Award
    $220k-260k yearly Auto-Apply 4d ago
  • Middle Market Corporate Banking Portfolio Management Team Lead

    Citizens Financial Group, Inc. 4.3company rating

    Melville, NY jobs

    We are seeking a Corporate Banking Portfolio Management Team Leader who will oversee a team of Commercial banking Portfolio Managers and Credit Analysts across Citizens' NYC, New Jersey, and Long Island offices including those who underwrite and manage Middle Market (annual sales revenue between $50MM - $500MM) transactions and relationships. Functions/Deliverables: * Responsible for all aspects of portfolio management including transaction structuring, due diligence and underwriting, credit approval, reporting/credit monitoring and problem loan identification. * Intensively involved in credit actions (deal screens, approval of new business and amendment requests and Watchlist) on a credit-intensive portfolio. * Assures that all Portfolio Managers & Credit Analysts are trained and kept up to date on Citizens Bank credit policy as well as credit issues affecting the general economy. * Actively involved in assessing, developing and implementing credit and compliance policies; Actively ensures compliance with federal regulations and Citizens Bank policies. * Designs and monitors internal systems to assure that all assigned work and ongoing monitoring is completed on a timely basis and in a manner that complies with all Citizens Bank internal policies. * Prioritizes work that is assigned to the group, assure that work is appropriately distributed among the team members and is responsible for objective quality control of group's analytical and reporting work product to include accurate application of credit, risk, and other policies and practices required to effectively manage risk exposure and loss to the Bank. * Achieve satisfactory or better ratings from Credit Review and Compliance and meet compliance targets for annual reviews, risk ratings, and covenant compliance monitoring. * Responsible for performance management process and professional development for direct reports. * Largely internally focused interacting with Portfolio Managers, Relationship Managers, Division Executives, Credit Officers, Work Out Officers, and Senior Management. * Externally meets with customers/prospects to actively negotiate deals and solve customer/prospect requests and problems. * Is viewed as a trusted advisor on credit and portfolio management issues/challenges. Requirements include: * 10 plus years commercial banking experience which should include Middle Market and other areas of Corporate Banking * Exhibits strong level of knowledge of commercial banking sales, commercial banking products, credit, risk, and administration practices and processes * Strong understanding of general credit and risk principles, mitigants, and banking policies and procedures * Balanced approach to enable focus on both business unit goals and risk management objectives * Skilled at developing and implementing both strategic and tactical solutions in support of portfolio administration and business unit goals and objectives * Able to multi task and function under pressure to meet deadlines * Excellent organizational skills * Strong written and verbal communication and negotiation skills * Focused on client experience/ customer service * Flexible change agent able to lead and handle both process and organizational changes * Experience with direct reports including managing day to day activity as well as annual performance reviews and coaching/development for entry to expert level colleagues preferred * BA/BS degree required; MBA in Finance, Business Administration or Accounting preferred Hours and Work Schedule Hours per Week: 40+ Work Schedule: Monday - Friday Pay Transparency The salary range for this position is $220,000 - $260,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, relevant skills, and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. View Benefits Awards We've Received Age-Friendly Institute's Certified Age-Friend Employer The Banker's US Bank of the Year Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion Human Rights Campaign Corporate Equality Index 100 Award
    $220k-260k yearly Auto-Apply 4d ago
  • CDLI Team Leader - Western Region - 2025

    Keybank National Association 4.4company rating

    Albany, NY jobs

    About the Business: KeyBank is committed to growing their National Affordable Housing Platform through their Community Development Lending & Investment group ("CDLI"). CDLI's mission is to help clients and communities thrive. CDLI provides capital solutions for affordable housing and community development projects in urban and rural communities. As one of the nation's premier affordable housing capital providers, CDLI offers one-stop-shop debt and equity/investment capabilities that bring together balance sheet, equity/investment and permanent loan offerings. Non-profit and for-profit affordable housing owner-operators and developers seeking to build, acquire and preserve affordable housing can leverage CDLI's broad, fully integrated platform, including solutions such as: construction; acquisition; bridge-to-re-syndication and preservation loans; lines of credit; various permanent loan executions including Fannie Mae, Freddie Mac, FHA/HUD, Private Placement and bonds; and equity investments for low-income housing projects, especially Low Income Housing Tax Credit (LIHTC) financing. With a national presence and an experienced team of more than 100 professionals serving clients coast to coast, CDLI delivers deep product and solution expertise to help local affordable housing and economic development projects succeed. About the Job: KeyBank's Community Development Lending and Investment Team is looking for an experienced leader to join as Team Lead for the Western Region. This role will be responsible for strategic growth and business development activities for Key's Community Development Lending and Investment businesses. The individual will lead a team of professionals providing advice and capital solutions including acquisition, construction, interim financing, permanent mortgages, tax credit equity, and deposit and cash management services targeting affordable housing and community development owners, acquirers and managers. The Team Leader for CDLI drives community development, commercial lending production, and financial results through the management of a Community Development Lending & Investment (CDLI) sales team across multiple markets, Districts and Region(s) to assure continued Outstanding CRA ratings and drive meaningful revenue. Job Functions Sales and Service: The role will manage the financial performance of the Community Development Lending & Investment Sales Team within one or more Regions, delivering CDLI's contribution margin and revenue growth while meeting or exceeding the CRA and community impact responsibilities in the communities served by the Bank nationally. * Drives a high-quality profitable portfolio within the CDLI region(s) by developing market area strategies, enhancing sales effectiveness and implementing a disciplined sales and credit culture. * Manages mission focused growth utilizing multi-layer funding structures including Low Income Housing Tax Credits. * Provides leadership and guidance to team of Bankers regarding appropriate client and deal selection as well as appropriate pricing and credit risk parameters. * Aggressively develops CDLI client relationships, acts as a catalyst for Key in the Community and effectively works external business centers of influence for opportunities. * Identifies and keeps sales teams in regular contact with high profile COIs, clients, and traditional Community Development project funders though out the team's geographies. * Proactively identifies issues developing in LMI and affordable housing markets and takes action to avoid adverse impact on the community bank image. * Effectively disseminates information to internal/external clients regarding Key's positive impact and influence on the communities served through CDLI's lending and tax credit investments. Seeks to identify team's PR opportunities and high-profile project internal and external PR opportunities. * Ensures that products and services are delivered in a quality manner and in accordance with desired service levels. * Assures team members effectively partner with other KeyBank teams (such as Commercial Mortgage, Payments/Deposits, and Capital Markets) leveraging expertise and delivering exceptional client satisfaction. * Acts as a trusted advisor to a team's current and future most profitable relationships. * Actively participates in Industry conferences/workshops and promote employee engagement activity, serve on community-based boards and committees to represent Key within Districts and Region(s). Essential Functions: * Drives performance of the CDLI sales team, provides development plans, monitors progress, provides ongoing recognition for successes and acts on performance issues. * Works collaboratively with leadership to develop effective market strategies that generate scalable opportunities for the CDLI team. * Coaches and directs the team sales efforts by ensuring consistent and targeted sales processes. * Selects, hires and coaches for retention of a high-quality work force and talent development. * Serves as a liaison between the CDLI team and various areas of the bank to resolve sales problems or answer questions. * Provides support for sales and product training programs for CDLI Bankers & Associates and recommends new training programs to address specific needs. * Promotes the 1Key Philosophy to team. Encourages cross vertical collaboration to deepen client relationships enterprise wide. * Ensures that the team is informed of new products, pricing model changes, stays abreast of industry changes, services and delivery alternatives. * Partners with Credit Administration, Loan Operations, Real Estate Services, and other support partners to maintain credit quality goals in line with Keys moderate risk profile. Ensures that loans are closed in compliance with credit approval, required documentation is executed, and booked accurately. * Takes risk management ownership of existing loan portfolio and works with team to proactively identify, mitigate and resolve any elevated risk concerns. * Actively participates in Industry conferences/workshops and serving on community-based boards and committees to represent Key within the market. Credit & Risk Role: * Lead a team in accordance with internal policies, laws and regulations and complete risk training by defined due dates. * Identify and know the risks specific to your role, consistently adhere to defined procedures/controls mitigating these risks within appropriate timeframes. * Complete any identified issues/findings and risk corrective action plans within defined timeframes. * Align pricing and leverage capital to support business strategies and acceptable risk adjusted returns, as applicable by line of business. * Demonstrate sound understanding of the fundamentals of credit and investment analysis in line with Keys desired risk profile. * Consistently identify and assess materiality of risks and appropriately mitigate/match with transaction return expectations. * Productive relationship with credit partners characterized by collaborative deal making and full and timely disclosure of transaction risks. * Consistent loan/investment portfolio performance over longer-term horizon. * Assist with regulatory and compliance exercises as required for both internal and external parties. This position may be located in Salt Lake City, UT, Portland, OR, Los Angeles, CA, Newport Beach, CA, San Francisco, CA, Seattle, WA, Phoenix, AZ or Denver, CO. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $160,000.00 - $334,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid
    $97k-151k yearly est. Auto-Apply 42d ago
  • Lead Specialist: Tax Reporting and Unclaimed Funds

    Keybank 4.4company rating

    Amherst, NY jobs

    Hours: Monday-Friday from 8:00am-5:00pm The Tax Reporting/Unclaimed Funds Operations team is responsible for enterprise-wide Tax Reporting and Unclaimed Funds governance and related operational processes. Essential Job Functions: Construct appropriate and professional communications as necessary. Research/respond to email requests and phone inquiries from clients, branches and other internal departments Assist with Quest and Sub product changes-client inquiries Assist with IRA/Health Savings Account transaction discrepancy report review/resolution Assist Retirement Reporting System daily balancing Contribute ideas for process and service improvement opportunities; champion and support improvement initiatives Independently perform diverse functional tasks with minimal supervision and a high level of adaptability Active participant on project teams; complete smaller scope projects independently Assist in creating/updating current procedures as changes occur in the process Meet performance objectives for accuracy and timeliness in completing actions Successfully prioritize workload of various types of activities with completion date requirements. Minimum Requirements: High School Diploma/equivalent required Minimum 1 year in an operations role with demonstrated compliance and regulations experience required Proven experience and knowledgeable of deposit products including IRA and Health Savings Accounts (HSA) preferred Excellent oral, written, and interpersonal skills - Listen to others, speaks effectively, uses diplomacy and tact, can quickly find common ground, and solve problems Demonstrate attention to detail, organizational skills while managing multiple tasks Digital literacy in Office365, including Word and Excel Proven ability to use various computer-based systems, balancing experience, and understanding of compliance risks Ability to learn detailed processes quickly and function independently with limited supervision Proven ability and commitment to high performance by modeling KeyCorp Values and demonstrating the Key Difference Standards in every internal and external interaction Knowledgeable in deposit products and regulations Strong research skills and proven problem resolution skills COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $18.75 - $24.52 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/07/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid
    $18.8-24.5 hourly Auto-Apply 6d ago
  • ACH Lead Specialist

    Keybank 4.4company rating

    Albany, NY jobs

    Hours: Monday- Friday 2:00pm-10:00pm Location: This is a hybrid opportunity requiring minimally 2 days in office per week. Office location include: 4910 Tiedeman Road Brooklyn, OH or 555 Patoon Creek Blvd Albany, NY This position is responsible for the processing windows of ACH files via the KeyBank ACH processing system in order for successful collection and distribution of clients' transactions. Working with a small team, the individual would ensure all daily tasks and SLA's are met. This position must also ensure the accurate and timely performance of such tasks so as to provide a high standard of service for the customer and to mitigate risk. Answer customer service calls and perform intermediate-level online inquiries. Meet established goals/standards for quality while responding to customer inquiries. Maintain a high level of enthusiasm and professionalism while demonstrating the Key Values. Assist in the development of process improvement ideas that will enhance the client experience and improve operational efficiencies. Demonstrate effective decision making skills and be able to think independently. Ensure compliance with operational, security and audit procedures. Other responsibilities as assigned by manager Essential Functions Come to work each day with the goal to provide first in class service to all internal and external clients. In doing so, ensure that any opportunities to improve process efficiency, quality, or client experience are communicated (with solution) in order to affect real change. Escalate any issues identified to the appropriate management. Partner with management to support departmental cross training activities. Be a positive advocate for change and support those around them through change. Lastly, it's essential to be an active participant in self-development in order to support the common team but also ones future advancement. As such, the chosen candidate can expect to be responsible for numerous tasks simultaneously and a focal point for many levels of staff inquiry. Such tasks will be (but not limited to): Under minimal supervision, maintain complete understanding of all functions/processes within the Account Analysis team Closely monitor team workflow including task assignment, monitoring for completion within established SLA's with management escalation in advance of possible misses Assist management by acting as a point person for day to day processing issues and complex clerical questions, knowing when to escalate to management for ultimate resolution. Serve as a functional team member supporting production during times of need Provide unsurpassed service to internal and external clients through the KeyValues concepts Contributing to the compiling and publishing monthly scorecard, producing/verifying various task items including monthly rotational and production calendars Work with other Lines of Business to ensure data integrity is maintained within RPM and other systems/applications Contribute continuous improvement ideas Meet minimum individual, departmental goals and service level agreements Recommends and implements programs to solve routine issues, contributes to work flow or process change and redesign, and forms a foundational/basic understanding of the specific product or process Assist with phone calls Education High School Diploma or GED Intermediate to advanced PC and MS Office skills Minimum 3 years of banking experience (or equivalent work experience) Approachable, easy to talk to, and composed - deals with high stress levels effectively Superior problem solving, analytical and communication skills Ability to work independently or as part of the larger fast-paced and ever-changing team; all while maintaining a precise attention to detail Ability to multi-task and meet deadlines while working under pressure Proven ability to comprehend and perform complex activities independently Comfortable communicating with team members, internal clients and management while maintaining a professional demeanor Demonstrated ability to follow instruction as provided and utilize training to make informed decisions Limited travel as needed Skills Working knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations. Working knowledge of customer service concepts and techniques; ability to meet or exceed customer needs and expectations and provide excellent service in a direct or indirect manner. Working knowledge of back office operations; ability to implement the practices, processes, technologies, and applications associated with banking transaction processing and records management. Working knowledge of major production application systems used for delivery of services to internal and external clients; ability to leverage major production application systems in diverse situations. Working knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion. Working knowledge of the necessity and value of accuracy; ability to complete tasks with high levels of precision. Working knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations. Working knowledge of the concepts and principles of Gemba Kaizen methodology; ability to identify and eliminate manufacturing waste through iterative improvements to processes. Working knowledge of the necessity for continuous personal growth and learning; ability to gauge one's strengths, limitations and interests accurately, and use this knowledge for purposes of performance effectiveness self-development. Working knowledge of successful approaches and techniques for dealing with change; ability to adapt to a changing environment and be comfortable with change. Working knowledge of collaborative techniques; ability to work with a variety of individuals and groups in a constructive and collaborative manner. Working knowledge of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Basic understanding of processes, tools and techniques for assessing and controlling an organization's exposure to risks of various kinds; ability to apply knowledge of risk management appropriately to diverse situations. Core Competencies All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $18.75 - $24.52 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/31/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid
    $18.8-24.5 hourly Auto-Apply 6d ago

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