Assistant Vice President jobs at MetLife - 45 jobs

AVP of Reporting for Disability Recognized on Fortune magazine's list of the 2024 "World's Most Admired Companies", Fortune World's 25 Best Workplaces for 2024, as well as the 2024 Fortune 100 Best Companies to Work For , MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies, providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East. With over 150 years of disciplined risk-management experience, MetLife provides deep expertise in skillfully navigating markets with the goal of delivering strong, risk-adjusted returns. The firm's client-centric culture enables a singular focus on creating tailored solutions designed to help their clients meet their unique objectives - both today and moving forward in future. MetLife is one of the largest institutional investors in the U.S. with $609.3 billion of total assets under management as of September 30, 2024. The company is ranked #60 on the Fortune 500 list for 2024. MetLife is committed to building a purpose-driven and inclusive culture that energizes their people. The company's employees work every day to help build a more confident future for people around the world. The Team The position sits within the newly consolidated Data and Analytics (D&A) organization supporting the U.S. Business of MetLife. U.S. D&A assists all business lines of MetLife's U.S. business (about 2/3 of MetLife Global by earnings) with everything related to data, analytics and data science, from data infrastructure, data governance, data engineering, data modeling, data analysis to business intelligence, data science and AI. The Role MetLife is seeking an experienced AVP of Reporting for Disability product initiatives within its Group Benefits business. The objective of these initiatives is to responsibly expand MetLife's market share in the Disability & Absence space and to improve employer and participant satisfaction with MetLife's Disability offerings, while meeting cost targets. This individual will report to Vice President of D&A for Absence, Disability & Life, and collaborate with key stakeholders on the Disability product, US Technology, and Sales & Service teams to ensure that the D&A reporting and dashboarding functions enable key Disability business goals and values. This position will oversee D&A efforts to develop, deliver and continuously improve Disability reporting and dashboard solutions for customers and operational and service areas, supporting the Disability product's business goals and the New Frontier strategy. The role is responsible for ensuring high-quality, accurate and timely reporting solutions. Longer term, the role is responsible for evolving the function beyond delivery to one that generates actionable insights that will drive business outcomes and enhance client experience. With the team spanning D&A functions from BI development, data analysis, to data engineering, this role will also serve as a key partner to Data Operations and Data Platforms teams, providing strong production support and upholding reporting resilience to maintain service excellence. In addition, this role will establish and enforce standards for managing report inventories, optimizing report utilization and ensuring alignment with business needs. Through AI innovation, cross-functional collaboration and a focus on analytics maturity, this role will be instrumental in ensuring that the Disability business remains competitive, secure, and adaptable in a rapidly evolving business landscape. Key Responsibilities * Develop and manage the backlog for Disability reporting and dashboarding in the ADM model, in collaboration with Disability business and US Tech leadership. * Oversee the delivery of the Disability aligned reporting solutions in the ADM model, including standard and customized reports, dashboards and data feeds. * Substantial automation of the reporting process via a combination of AI and self-service enablement. * Partner with Data Ops and Data Platform teams in response to incidents affecting Disability reporting and data pipelines, including support for customer impact analysis, mitigation steps, remediation steps, and root cause and permanent fix. * Regularly review reporting inventory for consistent usage and relevance for Disability in the Data Reporting pillar, and incorporate reporting hygiene, enhancements and performance optimization activities into the backlog as needed. * Governance: Establish and enforce governance standards for reporting inventory across internal and external stakeholders, including ownership, SLA definitions, change controls, notification protocols, and usage monitoring. * New business: Oversee intake of reporting requirements tied to new business initiatives, evaluating downstream impacts, working with business and tech partners to coordinate testing and validation activities. * Initiative delivery: Co-develop and execute the reporting delivery for Disability, aligned with business objectives. * Keep current with changes in the Absence & Disability market and relevant changes in Federal and State legislation, and suggest proactive solutions within Disability reports and dashboards to address those changes. * Keep current with changes in technology and services available on Azure, and proactively suggest solutions based on emerging technologies. * Executive leadership: Serve as a vital member of the extended Disability leadership and governance team, participating in strategic planning and goal setting. Build strategic partnerships with key business, Technology and other leaders. * Team Development & Cultural Transformation: Lead the cultural shift from a traditional reporting-focused team to an insights and business-outcome-driven mindset. Develop training programs for customer domain knowledge and communication skills. Redesign performance metrics to emphasize business impact and stakeholder satisfaction. * Establish and facilitate effective governance through best-practice lean-agile management routines and cadences to engage critical cross-functional executives and stakeholders in ongoing business management and program-level decision-making. * Global team and resource management: Fully integrate a global team spanning by balancing U.S. employees, India-based employees (both in multiple locations) and consulting resources. Drive consistent culture and performance standards to maximize effectiveness. Design career development paths for high-potential talent. * Proactive D&A leadership: Proactively identify and propose data-driven solutions to business challenges, leading analytics organization beyond traditional service provider role to become strategic innovation partner driving business transformation. Required Qualifications * Master's degree in Statistics, Mathematics, Computer Science, Engineering or related quantitative field. B.S. degree with continuing education could be equivalent. * 15+ years of progressive experience in data analytics leadership. * 10+ years of insurance business experience, or other consumer financial services experience with similar complexity. * 10+ years' experience in Data and Analytics focused delivery (Business Intelligence, Database, ETL, MS Azure, Advanced Analytics systems). * Expertise in Business Intelligence, including creating and maintaining custom and standard reporting and dashboard packages. Proficiency in some related software packages (Tableau, PowerBI, Cognos, etc.) * Expertise in data engineering, data governance and Data/ML Ops and related software and procedures. Proficiency in SQL and one or more data pipeline development / ETL/ELT tools (Informatica, SSIS, Spark, Talend, Kafka). * Proven track record of leading data & analytics teams and delivering business value via creative data solutions while interacting with many stakeholders in a complex organization. * Experience with reporting automation and reporting self-service to create efficiencies. * Excellence in stakeholder management and executive communication. * Understanding of legacy insurance platforms and modernization initiatives. * Experience with employee benefits plans is a plus. * Experience with Hadoop and MS Azure is a plus. Location This position can be based at our Cary, NC, corporate headquarters in NYC, or the Bridgewater, NJ office. Currently, we are on a hybrid schedule with three days per week in the office. Equal Employment Opportunity/Disability/Veterans If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process. MetLife maintains a drug-free workplace.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The VP, Senior Financial Officer (SFO) for Property & Casualty (P&C) leads a team of professionals accountable for providing strategic decision and operational finance support to the line of business or staff agency. In this role, the SFO supervises the direction, control, and coordination for CFO related activities, including financial planning & forecasting, budgeting, Cost Benefit Analysis, operational efficiency, client relationship support and talent management & development. In addition, the SFO supervises the system of accounting and financial controls including revenue and expense recognition, accounts receivable and accounts payable. This role develops and reviews both internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. This function is the integral financial resource for line of business or staff agency. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in any of our offices including: * San Antonio, Texas * Plano, Texas * Phoenix, Arizona * Tampa, Florida * Charlotte, North Carolina * Chesapeake, Virginia *** Relocation assistance is only available to San Antonio for this position *** What you will do: Provides executive leadership for the development and execution of USAA's financial strategy for the P&C line of business by supplying financial insights and aligning with the broader business strategy and regulatory expectations. Leads operations of the SFO team, ensuring effective execution of core financial processes and use of supporting technologies. Communicates clear expectations, roles and responsibilities within the SFO team and supports accountability for operational deliverables. Facilitates the execution of business transformation initiatives and innovation efforts in support of the line of business or staff agency's operational goals and USAA priorities. Leads a team of employees through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Facilitates the development and execution of the vision, and strategy for the line of business or staff agency's financials for effective operational planning and forecasting, while operating within risk appetite parameters. Assists in identifying and implementing responses to meet business challenges, including projection of regulatory performance and compliance. Collaborates with other CFO functions, control partners, and key collaborators in resolving issues/concerns to mitigate risk. Implements control procedures and monitors financial accounting activities-such as asset and liability reserving, revenue and expense recognition, accounts receivable and accounts payable-ensuring compliance with internal policies and external standards. Applies established quantification techniques for review and control processes to ensure the accuracy of actual and projected financial documents. Leads the financial planning, forecasting, and stress testing impact analysis processes for the line of business or staff agency including budget preparation, reporting, and briefing support. Develops and matures diagnostic, sensitivity and predictive models, analytics, tools and business insights to harness sophisticated finance techniques to advise business and prioritization. Operates within established policies and guidelines, and acting in accordance with applicable laws, regulations, and supervisory guidance, including ensuring policy exceptions are promptly and effectively assessed and called out for the SFO function. Develops and delivers standardized financial reporting (monthly, quarterly, and annually) on results for assigned area. Responsible for reporting results of operations to senior management. Supports the preparation of internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. Responds to third party requests for information, including Regulators and Rating Agencies. Participates in identifying, measuring, and supervising material financial risks, including facilitating the development, adherence, monitoring, reporting on risk limits and risk limit utilization for the SFO function. Facilitates and maintains a strong internal control environment within the SFO function, including information systems and preventative and detective controls, to effectively lead material risks and ensures adherence to accounting standards. Conducts ongoing financial analysis to identify emerging trends-such as cost drivers, operational inefficiencies, or loss patterns and engages with management to develop and operationalize plans to improve financial performance or resources stewardship. Ensures long-term financial strength by identifying and quantifying financial risks, collaborating with Treasury to advise capital planning, and ensuring financial objectives align with capital targets. Participates in benchmarking efforts to evaluate financial or operational performance against internal or external comparators. Supports line of business or staff agency and CFO policy, standards and affiliate statement of work updates and revisions. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Minimum Education: Bachelor's degree in finance, Economics, or related field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. Minimum Experience: 10+ years of progressive related experience developing strategies, leading major initiatives and delivering results within aa sophisticated matrix environment required. 8+ years of people leadership experience in building, leading and/or developing high performing teams. Experience leading cross functional teams and collaborating with key resources and senior level collaborators, influencing decisions, and leading work to achieve strategic goals. Extensive knowledge of the principles and theories of finance, accounting and/or other related business fields and subject areas. Strong background in providing sound strategic decisioning applying financial analysis and data. Executive-level experience with strategic financial planning and forecasting, driving operational efficiency, and synthesizing large amounts of data. Relevant knowledge of inherent risks and inherent risks and substantial knowledge of the risk management framework, including risk identification, risk appetite and strategy, risk-related decisions, processes and controls, risk analytics and governance. In addition to the minimum experience above, this role also needs the following: 5+ years of experience in the Property & Casualty (P&C) Industry experience (Personal Lines) State level financial management P&C capital management experience Experience in launching new insurance products and companies What we offer: The salary range for this position is: $224,250 - $403,650. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

**What You'll Do** We're looking for an AVP- Enterprise Business Transformation to be on our Transformation team. In this role you'll be The Assistant Vice President - Business Transformation is an enterprise leader responsible for setting the strategic direction, governance model, and operating framework for how the expense management discipline operates and scales, accelerates efficiency initiatives, and help mature the capability for the future. This role shapes and oversees the enterprise-wide efficiency optimization agenda, ensuring alignment to long-term financial aspirations, and organizational strategy. The AVP partners closely with the Vice President, ELT/SLT, and transformation champions, functional and business leaders to establish transformation principles, guardrails, prioritize enterprise opportunities, and drive decision-making across business units and corporate functions for key transformational initiatives. This leader oversees the portfolio, enables capability development, ensures transparency of financial impacts, and guides transformation leaders in delivering measurable, sustainable outcomes. + **Enterprise Strategy & Portfolio Ownership** + Set the enterprise expense optimization strategy and oversee the design of a cohesive, multi-year portfolio aligned to organizational priorities. + Partner with stakeholders to drive enterprise-level aspiration setting, ensuring savings targets, capability goals, and investment requirements reflect strategic priorities. + Establish and govern the enterprise expense opportunity portfolio, providing clear prioritization, resource alignment, and accountability frameworks. + Partner with ELT/SLT to drive trade-off decisions, scenario evaluations, and enterprise investment choices that balance cost, risk, and capability advancement. + Oversee the team responsible for day-to-day portfolio execution, ensuring strong governance, transparency, and disciplined delivery. + **Enterprise Capability Building & Operating Model Design** + Architect the enterprise capability model for expense optimization, including methodologies, tools, standards, and talent structures. + Build and sponsor the network of Transformation Champions across business units and shared services; ensure enterprise consistency, shared learning, and adoption of best practices. + Define the capability roadmap for digital enablement, operational efficiency, cost transparency, and insight-driven decision-making. + Lead the evolution of enterprise processes, governance cadences, and change mechanisms that allow the organization to operate with greater agility and efficiency. + **Executive Insights, Analytics & Strategic Decision Support** + Serve as the senior advisor to the VP and ELT on expense optimization strategy, emerging risks, structural efficiency opportunities, and capability requirements. + Oversee enterprise benchmarking, unit-cost frameworks, multi-year aspiration modeling, and proprietary insight development. + Ensure executive-level reporting provides clear, actionable narratives that connect financial and operational trends to business outcomes. + Guide Sr. Directors and analytical teams in developing strategic insights, evaluation models, and forecasting tools that enable effective enterprise decision-making. + **Cross-Functional Influence & Governance Alignment** + Lead alignment across Finance, Procurement, Strategic Planning, PMO, Actuarial, and business units to ensure integrated portfolio oversight and benefit realization. + Establish enterprise governance routines that standardize intake, sizing, validation, attribution, and tracking of savings and efficiencies. + Partner with Finance and Actuarial to integrate expense insights into planning cycles, pricing allowances, and long-term strategic forecasting. + Drive consistent, enterprise-wide transparency into cost structures, spend drivers, value realization, and investment capacity. + Set the enterprise innovation agenda for expense optimization, including AI/GenAI analytics, automation, next-gen workflow tools, and global shared service models. + Sponsor pilot programs and proof-of-concept initiatives that demonstrate value and scale emerging capabilities across the enterprise. + Identify enterprise-wide technology needs, define business requirements, and champion funding and adoption of new digital tools. + Serve as the enterprise leader for evaluating external benchmarks, emerging technologies, and strategic capability gaps. + **Leadership, Talent Development & Organizational Influence** + Lead, mentor, and develop a high-performing team of transformation professionals. + Cultivate an enterprise mindset, influencing senior leaders to shift away from siloed decision-making toward enterprise value creation. + Represent the Business Transformation Office at executive forums, serving as a strategic partner and thought leader on expense optimization and transformation strategy. + Build cultural momentum for continuous improvement, innovation, and disciplined execution across the organization. Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years! **Who You Are** + Bachelor's degree in Business, Finance, Management, or related discipline required; Master's degree strongly preferred. + 12+ years of progressive leadership experience in business transformation, enterprise strategy, +finance, expense management, or equivalent fields. 6+ years of people leadership preferred. + Significant experience leading enterprise-wide transformation initiatives, including oversight of large portfolios, multi-year programs, and cross-functional workstreams. + Demonstrated ability to partner with senior executives, shape strategy, and drive alignment on enterprise priorities. + Strong judgment, strategic thinking, and ability to simplify complex issues for executive audiences. + Proven ability to architect operating models, governance structures, and enterprise capabilities. + Deep experience in building and scaling new capabilities, transformation methods, and enterprise operating frameworks. + History of delivering measurable outcomes through operational efficiency, portfolio governance, and cross-functional alignment. + Strong command of expense analysis, benchmarking, forecasting, and unit cost modeling. + Experience with advanced analytics, automation, or AI/GenAI tools; ability to evaluate and scale digital solutions across an enterprise. + Comfort leading innovation pilots, building business cases, and aligning technology investments with strategic goals. + Exceptional communication skills with the ability to shape executive narratives and influence senior-level decision-making. + Proven experience leading through ambiguity, mobilizing large teams, and fostering enterprise mindsets. + Strong relationship management and stakeholder engagement capabilities across highly matrixed environments. **Salary Range Information** Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. **Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)** $179000 - $243000 / year **Time Off Program** Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. **Pension Eligible** Yes **Work Environments** This role offers an in-office and hybrid (blending at least three office days in a typical workweek) work arrangement in Des Moines, IA, Chicago, IL or Charlotte, NC. **Work Authorization/Sponsorship** At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers (********************************************************************************** and Green Card for Employment-Based Immigrants (*************************************************************************************************** **Investment Code of Ethics** For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. **Experience Principal** At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site (******************************************* to learn more about our purpose, values and benefits. **Principal is an Equal Opportunity Employer** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. **Posting Window** We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. **Original Posting Date** 12/19/2025 **Most Recently Posted Date** 12/19/2025 LinkedIn Hashtag \#LI-MT1

What You'll Do We're looking for an AVP- Enterprise Business Transformation to be on our Transformation team. In this role you'll be The Assistant Vice President - Business Transformation is an enterprise leader responsible for setting the strategic direction, governance model, and operating framework for how the expense management discipline operates and scales, accelerates efficiency initiatives, and help mature the capability for the future. This role shapes and oversees the enterprise-wide efficiency optimization agenda, ensuring alignment to long-term financial aspirations, and organizational strategy. The AVP partners closely with the Vice President, ELT/SLT, and transformation champions, functional and business leaders to establish transformation principles, guardrails, prioritize enterprise opportunities, and drive decision-making across business units and corporate functions for key transformational initiatives. This leader oversees the portfolio, enables capability development, ensures transparency of financial impacts, and guides transformation leaders in delivering measurable, sustainable outcomes. Enterprise Strategy & Portfolio Ownership Set the enterprise expense optimization strategy and oversee the design of a cohesive, multi-year portfolio aligned to organizational priorities. Partner with stakeholders to drive enterprise-level aspiration setting, ensuring savings targets, capability goals, and investment requirements reflect strategic priorities. Establish and govern the enterprise expense opportunity portfolio, providing clear prioritization, resource alignment, and accountability frameworks. Partner with ELT/SLT to drive trade-off decisions, scenario evaluations, and enterprise investment choices that balance cost, risk, and capability advancement. Oversee the team responsible for day-to-day portfolio execution, ensuring strong governance, transparency, and disciplined delivery. Enterprise Capability Building & Operating Model Design Architect the enterprise capability model for expense optimization, including methodologies, tools, standards, and talent structures. Build and sponsor the network of Transformation Champions across business units and shared services; ensure enterprise consistency, shared learning, and adoption of best practices. Define the capability roadmap for digital enablement, operational efficiency, cost transparency, and insight-driven decision-making. Lead the evolution of enterprise processes, governance cadences, and change mechanisms that allow the organization to operate with greater agility and efficiency. Executive Insights, Analytics & Strategic Decision Support Serve as the senior advisor to the VP and ELT on expense optimization strategy, emerging risks, structural efficiency opportunities, and capability requirements. Oversee enterprise benchmarking, unit-cost frameworks, multi-year aspiration modeling, and proprietary insight development. Ensure executive-level reporting provides clear, actionable narratives that connect financial and operational trends to business outcomes. Guide Sr. Directors and analytical teams in developing strategic insights, evaluation models, and forecasting tools that enable effective enterprise decision-making. Cross-Functional Influence & Governance Alignment Lead alignment across Finance, Procurement, Strategic Planning, PMO, Actuarial, and business units to ensure integrated portfolio oversight and benefit realization. Establish enterprise governance routines that standardize intake, sizing, validation, attribution, and tracking of savings and efficiencies. Partner with Finance and Actuarial to integrate expense insights into planning cycles, pricing allowances, and long-term strategic forecasting. Drive consistent, enterprise-wide transparency into cost structures, spend drivers, value realization, and investment capacity. Set the enterprise innovation agenda for expense optimization, including AI/GenAI analytics, automation, next-gen workflow tools, and global shared service models. Sponsor pilot programs and proof-of-concept initiatives that demonstrate value and scale emerging capabilities across the enterprise. Identify enterprise-wide technology needs, define business requirements, and champion funding and adoption of new digital tools. Serve as the enterprise leader for evaluating external benchmarks, emerging technologies, and strategic capability gaps. Leadership, Talent Development & Organizational Influence Lead, mentor, and develop a high-performing team of transformation professionals. Cultivate an enterprise mindset, influencing senior leaders to shift away from siloed decision-making toward enterprise value creation. Represent the Business Transformation Office at executive forums, serving as a strategic partner and thought leader on expense optimization and transformation strategy. Build cultural momentum for continuous improvement, innovation, and disciplined execution across the organization. Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years! Who You Are Bachelor's degree in Business, Finance, Management, or related discipline required; Master's degree strongly preferred. 12+ years of progressive leadership experience in business transformation, enterprise strategy, +finance, expense management, or equivalent fields. 6+ years of people leadership preferred. Significant experience leading enterprise-wide transformation initiatives, including oversight of large portfolios, multi-year programs, and cross-functional workstreams. Demonstrated ability to partner with senior executives, shape strategy, and drive alignment on enterprise priorities. Strong judgment, strategic thinking, and ability to simplify complex issues for executive audiences. Proven ability to architect operating models, governance structures, and enterprise capabilities. Deep experience in building and scaling new capabilities, transformation methods, and enterprise operating frameworks. History of delivering measurable outcomes through operational efficiency, portfolio governance, and cross-functional alignment. Strong command of expense analysis, benchmarking, forecasting, and unit cost modeling. Experience with advanced analytics, automation, or AI/GenAI tools; ability to evaluate and scale digital solutions across an enterprise. Comfort leading innovation pilots, building business cases, and aligning technology investments with strategic goals. Exceptional communication skills with the ability to shape executive narratives and influence senior-level decision-making. Proven experience leading through ambiguity, mobilizing large teams, and fostering enterprise mindsets. Strong relationship management and stakeholder engagement capabilities across highly matrixed environments. Salary Range Information Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $179000 - $243000 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible Yes Work Environments This role offers an in-office and hybrid (blending at least three office days in a typical workweek) work arrangement in Des Moines, IA, Chicago, IL or Charlotte, NC. Work Authorization/Sponsorship At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. Experience Principal At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits. Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date 12/19/2025 Most Recently Posted Date 12/19/2025 LinkedIn Hashtag #LI-MT1

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The VP, Senior Financial Officer (SFO) for Property & Casualty (P&C) leads a team of professionals accountable for providing strategic decision and operational finance support to the line of business or staff agency. In this role, the SFO supervises the direction, control, and coordination for CFO related activities, including financial planning & forecasting, budgeting, Cost Benefit Analysis, operational efficiency, client relationship support and talent management & development. In addition, the SFO supervises the system of accounting and financial controls including revenue and expense recognition, accounts receivable and accounts payable. This role develops and reviews both internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. This function is the integral financial resource for line of business or staff agency. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in any of our offices including: * San Antonio, Texas * Plano, Texas * Phoenix, Arizona * Tampa, Florida * Charlotte, North Carolina * Chesapeake, Virginia *** Relocation assistance is only available to San Antonio for this position *** What you will do: Provides executive leadership for the development and execution of USAA's financial strategy for the P&C line of business by supplying financial insights and aligning with the broader business strategy and regulatory expectations. Leads operations of the SFO team, ensuring effective execution of core financial processes and use of supporting technologies. Communicates clear expectations, roles and responsibilities within the SFO team and supports accountability for operational deliverables. Facilitates the execution of business transformation initiatives and innovation efforts in support of the line of business or staff agency's operational goals and USAA priorities. Leads a team of employees through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Facilitates the development and execution of the vision, and strategy for the line of business or staff agency's financials for effective operational planning and forecasting, while operating within risk appetite parameters. Assists in identifying and implementing responses to meet business challenges, including projection of regulatory performance and compliance. Collaborates with other CFO functions, control partners, and key collaborators in resolving issues/concerns to mitigate risk. Implements control procedures and monitors financial accounting activities-such as asset and liability reserving, revenue and expense recognition, accounts receivable and accounts payable-ensuring compliance with internal policies and external standards. Applies established quantification techniques for review and control processes to ensure the accuracy of actual and projected financial documents. Leads the financial planning, forecasting, and stress testing impact analysis processes for the line of business or staff agency including budget preparation, reporting, and briefing support. Develops and matures diagnostic, sensitivity and predictive models, analytics, tools and business insights to harness sophisticated finance techniques to advise business and prioritization. Operates within established policies and guidelines, and acting in accordance with applicable laws, regulations, and supervisory guidance, including ensuring policy exceptions are promptly and effectively assessed and called out for the SFO function. Develops and delivers standardized financial reporting (monthly, quarterly, and annually) on results for assigned area. Responsible for reporting results of operations to senior management. Supports the preparation of internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. Responds to third party requests for information, including Regulators and Rating Agencies. Participates in identifying, measuring, and supervising material financial risks, including facilitating the development, adherence, monitoring, reporting on risk limits and risk limit utilization for the SFO function. Facilitates and maintains a strong internal control environment within the SFO function, including information systems and preventative and detective controls, to effectively lead material risks and ensures adherence to accounting standards. Conducts ongoing financial analysis to identify emerging trends-such as cost drivers, operational inefficiencies, or loss patterns and engages with management to develop and operationalize plans to improve financial performance or resources stewardship. Ensures long-term financial strength by identifying and quantifying financial risks, collaborating with Treasury to advise capital planning, and ensuring financial objectives align with capital targets. Participates in benchmarking efforts to evaluate financial or operational performance against internal or external comparators. Supports line of business or staff agency and CFO policy, standards and affiliate statement of work updates and revisions. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Minimum Education: Bachelor's degree in finance, Economics, or related field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. Minimum Experience: 10+ years of progressive related experience developing strategies, leading major initiatives and delivering results within aa sophisticated matrix environment required. 8+ years of people leadership experience in building, leading and/or developing high performing teams. Experience leading cross functional teams and collaborating with key resources and senior level collaborators, influencing decisions, and leading work to achieve strategic goals. Extensive knowledge of the principles and theories of finance, accounting and/or other related business fields and subject areas. Strong background in providing sound strategic decisioning applying financial analysis and data. Executive-level experience with strategic financial planning and forecasting, driving operational efficiency, and synthesizing large amounts of data. Relevant knowledge of inherent risks and inherent risks and substantial knowledge of the risk management framework, including risk identification, risk appetite and strategy, risk-related decisions, processes and controls, risk analytics and governance. In addition to the minimum experience above, this role also needs the following: 5+ years of experience in the Property & Casualty (P&C) Industry experience (Personal Lines) State level financial management P&C capital management experience Experience in launching new insurance products and companies What we offer: The salary range for this position is: $224,250 - $403,650. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

**Why USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. **The Opportunity** The **VP, Senior Financial Officer (SFO) for Property & Casualty (P&C)** leads a team of professionals accountable for providing strategic decision and operational finance support to the line of business or staff agency. In this role, the SFO supervises the direction, control, and coordination for CFO related activities, including financial planning & forecasting, budgeting, Cost Benefit Analysis, operational efficiency, client relationship support and talent management & development. In addition, the SFO supervises the system of accounting and financial controls including revenue and expense recognition, accounts receivable and accounts payable. This role develops and reviews both internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. This function is the integral financial resource for line of business or staff agency. We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in any of our offices including: * **San Antonio, Texas** *** Plano, Texas** *** Phoenix, Arizona** *** Tampa, Florida** *** Charlotte, North Carolina** *** Chesapeake, Virginia** **_***_** **_Relocation assistance is only available to San Antonio for this position_** **_***_** **What you will do:** + Provides executive leadership for the development and execution of USAA's financial strategy for the P&C line of business by supplying financial insights and aligning with the broader business strategy and regulatory expectations. + Leads operations of the SFO team, ensuring effective execution of core financial processes and use of supporting technologies. + Communicates clear expectations, roles and responsibilities within the SFO team and supports accountability for operational deliverables. + Facilitates the execution of business transformation initiatives and innovation efforts in support of the line of business or staff agency's operational goals and USAA priorities. + Leads a team of employees through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. + Facilitates the development and execution of the vision, and strategy for the line of business or staff agency's financials for effective operational planning and forecasting, while operating within risk appetite parameters. + Assists in identifying and implementing responses to meet business challenges, including projection of regulatory performance and compliance. + Collaborates with other CFO functions, control partners, and key collaborators in resolving issues/concerns to mitigate risk. + Implements control procedures and monitors financial accounting activities-such as asset and liability reserving, revenue and expense recognition, accounts receivable and accounts payable-ensuring compliance with internal policies and external standards. + Applies established quantification techniques for review and control processes to ensure the accuracy of actual and projected financial documents. + Leads the financial planning, forecasting, and stress testing impact analysis processes for the line of business or staff agency including budget preparation, reporting, and briefing support. + Develops and matures diagnostic, sensitivity and predictive models, analytics, tools and business insights to harness sophisticated finance techniques to advise business and prioritization. + Operates within established policies and guidelines, and acting in accordance with applicable laws, regulations, and supervisory guidance, including ensuring policy exceptions are promptly and effectively assessed and called out for the SFO function. + Develops and delivers standardized financial reporting (monthly, quarterly, and annually) on results for assigned area. Responsible for reporting results of operations to senior management. + Supports the preparation of internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. Responds to third party requests for information, including Regulators and Rating Agencies. + Participates in identifying, measuring, and supervising material financial risks, including facilitating the development, adherence, monitoring, reporting on risk limits and risk limit utilization for the SFO function. + Facilitates and maintains a strong internal control environment within the SFO function, including information systems and preventative and detective controls, to effectively lead material risks and ensures adherence to accounting standards. + Conducts ongoing financial analysis to identify emerging trends-such as cost drivers, operational inefficiencies, or loss patterns and engages with management to develop and operationalize plans to improve financial performance or resources stewardship. + Ensures long-term financial strength by identifying and quantifying financial risks, collaborating with Treasury to advise capital planning, and ensuring financial objectives align with capital targets. + Participates in benchmarking efforts to evaluate financial or operational performance against internal or external comparators. Supports line of business or staff agency and CFO policy, standards and affiliate statement of work updates and revisions. + Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. **Minimum Education:** + Bachelor's degree in finance, Economics, or related field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. **Minimum Experience:** + 10+ years of progressive related experience developing strategies, leading major initiatives and delivering results within aa sophisticated matrix environment required. + 8+ years of people leadership experience in building, leading and/or developing high performing teams. + Experience leading cross functional teams and collaborating with key resources and senior level collaborators, influencing decisions, and leading work to achieve strategic goals. + Extensive knowledge of the principles and theories of finance, accounting and/or other related business fields and subject areas. + Strong background in providing sound strategic decisioning applying financial analysis and data. + Executive-level experience with strategic financial planning and forecasting, driving operational efficiency, and synthesizing large amounts of data. + Relevant knowledge of inherent risks and inherent risks and substantial knowledge of the risk management framework, including risk identification, risk appetite and strategy, risk-related decisions, processes and controls, risk analytics and governance. **In addition to the minimum experience above, this role also needs the following:** + 5+ years of experience in the **Property & Casualty (P&C)** Industry experience **(Personal Lines)** + **State level financial management** + **P&C capital management experience** + **Experience in launching new insurance products and companies** **What we offer:** The salary range for this position is: $224,250 - $403,650. **_USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc._** **Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. **Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. _Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._ _USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._ **If you are an existing USAA employee, please use the internal career site in OneSource to apply.** **Please do not type your first and last name in all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity. USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

The mission of the Global Security (GS) team is the protection of the firm's people and assets, ensuring the safety and soundness of JPMorgan Chase's business operations throughout the world. GS works to minimize disruption and threats that undermine our businesses' ability to serve our customers by staying in front of external and internal risks, screening all new employees, protecting our franchises when needed with thorough investigations, ensuring the safety of business travelers, and working to keep our businesses open during extraordinary situations from weather disruptions to local protests. As a manager on the GS Vulnerable Adult Investigations team, the incumbent will supervise and direct the activities of a team of investigators and perform investigations of elder/ vulnerable adult financial exploitation. You will be focused on root cause analysis, quantifying risk and ensuring compliance with the GS Vulnerable Adult Investigations Procedure, then communicating those findings to management in a fashion that prompts them to initiate systems, process, and procedural change to address the identified areas of concern. Job responsibilities: Manages the investigation process with a focus on gathering evidence for elder/ vulnerable adult investigations while ensuring compliance with regulatory requirements as well as internal policies and procedures. Ensuring team compliance and collaboration with referrals to applicable Adult Protective Service (APS) agencies and/or state regulators. Works closely with Risk and other key Line of Business (LOB) personnel to analyze controls based on investigation findings and recommend enhancements/remediation when deficiencies or opportunities are identified.. Works closely with Americans with Disabilities Act (ADA) Compliance, ADA Works effectively with JPMC's technology support teams to discover how frauds occur through a deep understanding of JPMC systems and the processes that support them. Maintains strong liaison and working relationships with all federal, state and local law enforcement and regulatory agencies, including international enforcement agencies. Ensures to incorporate feedback from Investigators to identify credible, actionable intelligence. Required qualifications, capabilities, and skills: Bachelor's degree in Criminal Justice, Business, related field or work experience 10+ years of experience in financial fraud investigations or related law enforcement Advanced understanding of fraud and risk, working with internal management, and acting as a liaison with the law enforcement community at the local, state, federal, and international levels Ability to manage staff and/or work remotely as the business model has the team spread across diverse geographies Ability to coordinate, work with and gain the trust of business stakeholders, technical resources, and third-party vendors Able to articulate sophisticated fact patterns to non-technical line of business risk partners and memorialize investigations into regular reporting requirements Excellent written and verbal communication skills are required Preferred qualifications, capabilities, and skills: JD or MBA Industry recognized certifications such as CFE, PCI, etc. are preferred Court room testimony experience JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law. Equal Opportunity Employer/Disability/Veterans

Alternate Locations: Charlotte, NC (North Carolina); Greensboro, NC (North Carolina) Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office The Role at a Glance We're excited to add a new member to our Investments Legal Team, supporting Lincoln's general account investments, primarily relating to commercial mortgage loans, real estate investments. In this leadership-driven position, you will serve as a trusted advisor to senior executives, influence high-impact decisions, and guide complex transactions that advance strategic initiatives and risk management. This is an opportunity to combine deep legal expertise in commercial real estate law with strategic vision-leading initiatives, managing risk, and innovating processes in a fast-paced, collaborative environment. If you're passionate about delivering excellence, driving change, and staying ahead of industry trends, we invite you to bring your expertise and make a lasting impact. What you'll be doing * Serving as a strategic legal advisor by providing expert counsel on the review, negotiation, and documentation of complex commercial mortgage loan originations and servicing matters. * Collaborating with the business team to assess and mitigate credit and operational risks while reviewing, coordinating, and executing commercial mortgage loan workouts, modifications, and foreclosure strategies in compliance with investor and regulatory standards. * Delivering legal expertise in real estate related matters, ensuring transactions align with organizational objectives and legal requirements. * Providing legal support in the review, negotiation, and documentation of the leasing activities for all business line units nationally. * Acting as a trusted advisor to the Mortgage and Real Estate Team, influencing strategic decisions and fostering collaborative partnerships across the enterprise. * Monitoring and interpreting regulatory developments under state insurance law and other investment compliance frameworks, advising on implications for investment strategies. * Managing and directing outside counsel on complex legal matters, ensuring cost-effective and high-quality outcomes. * Staying ahead of market trends in commercial mortgage lending and real estate; evaluating emerging developments and collaborating with senior leadership to integrate innovative solutions into business practices. * Championing organizational initiatives by leading change management efforts and supporting enterprise-wide projects that enhance operational efficiency and legal compliance. * Driving process improvement by identifying and implementing enhancements that elevate quality and effectiveness across teams and business units. What we're looking for * 8+ years of experience counseling clients with respect to commercial real estate transactions, preferably with a major law firm or financial institution. * Ability to read, analyze and interpret real estate law and transaction documentation. * Ability to analyze a variety of legal issues, synthesize complex information and communicate to business professionals in a clear and concise manner. * Ability to present information effectively and respond to questions from diverse audiences including investment professionals, senior leadership and other stakeholders. * 4 Year/Bachelor's degree (Minimum Required) * Graduate degree in J.D. from an American Bar Association approved school and a member of a state Bar in good standing is required. (Minimum Required) Nice to have: * Experience advising on commercial real estate lending transactions such as bridge and transitional lending, fund financing, workouts and foreclosures. Application Deadline Applications for this position will be accepted through March 14, 2026, subject to earlier closure due to applicant volume. What's it like to work here? At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. What's in it for you: * Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes * Leadership development and virtual training opportunities * PTO/parental leave * Competitive 401K and employee benefits * Free financial counseling, health coaching and employee assistance program * Tuition assistance program * Work arrangements that work for you * Effective productivity/technology tools and training Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. About The Company Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at ******************** if you encounter a recruiter or see a job opportunity that seems suspicious. Additional Information This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees. Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling ************. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos. Nearest Major Market: Charlotte Job Segment: Real Estate, Compliance, Mortgage, Law, Social Media, Sales, Legal, Finance, Marketing

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking an AVP, P&C Pricing Strategy & Actuarial Operations GTM that will be leading a large team responsible for overseeing the development and execution of pricing indications, financial forecasting, and enablement strategies that ensure the four regional pricing teams remain prepared and equipped to execute pricing decisions at pace while maintaining actuarial rigor and regulatory compliance. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in San Antonio, TX; Plano, TX; Phoenix, AZ; Tampa, FL; Charlotte, NC; Colorado Springs, CO. Overview: The AVP, P&C Pricing Strategy & Actuarial Operations GTM leads the Go To Market Readiness Team. This role oversees the development and execution of pricing indications, financial forecasting, and enablement strategies that ensure the four regional pricing teams remain prepared and equipped to execute pricing decisions at pace while maintaining actuarial rigor and regulatory compliance. The AVP directs a cross-functional team spanning financial indications and forecasting, rate implementation, and actuarial organizational enablement. The role serves as the principal advisor on financial performance and loss trends to executive leadership across Auto, Home, and Specialty lines, translating complex actuarial analysis into strategic recommendations that inform business leaders capital allocation, growth positioning, and profitability targets. The AVP partners closely with two peer Executive Directors leading regional pricing teams and with Underwriting and Pricing Analytics leadership to ensure operational readiness and rapid execution of pricing strategies. This leader ensures consistency, process standardization, and best-practice dissemination across the GTM pricing regional teams while enabling the speed and flexibility required to compete effectively in the marketplace. Responsibilities: Responsible for establishing, maintaining, and improving processes and procedures to manage insurance pricing rate order calculations efficiently and effectively. Participates in overall USAA strategic planning to ensure the goals within the Financial Strength and Product Development Key Result Areas are met. Oversees the projection of pricing financial results for USAA P&C Division in support of financial goals. Oversees and coordinates state pricing decisions across the pricing teams. Directs both national and state property pricing indications, including trending, loss development, expense considerations, structures, etc. Provides oversight in the monitoring and development of key rating structures and USAA P&C pricing processes to ensure competitive and equitable rates, while improving profitability. Participates on special assignments which require advanced technical expertise, to include analysis of the relationship between special forms to be filed with states and USAA experience, special competitive situations, etc. Represents USAA on various industry committees related to Auto or Property Pricing. Participates in various USAA company committees to assure coordination of pricing policies and other enterprise objectives. Builds and oversees a team of actuarial professionals through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Minimum Education: Bachelor's Degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. Minimum Experience: 10 years of progressive actuarial experience in the property and casualty insurance industry developing strategies, managing major initiatives, and delivering results within a complex matrix environment required. 6 years of people leadership experience in building, managing and/or developing high-performing teams required. Credentialed Casualty Actuary; FCAS required. Experience in predictive modeling, bridging pricing to analytics. Strong communication skills with the ability to present business solutions in a clear and concise manner to technical and non-technical audiences. Proven experience leading multiple projects and meet tight deadlines with thoughtful planning and effective execution. Proven experience partnering with state product managers on pricing strategies. What sets you apart: Track record of providing executive-level guidance on pricing strategy, profitability trajectory, and capital allocation Experience designing and implementing standardized processes across multiple geographies while maintaining flexibility for local needs Proven success partnering with operational teams (underwriting, claims, product) to align analytical support with business execution Proven track record developing team members into senior roles or advancement opportunities Experience developing forward-looking financial forecasts and profit projections that inform strategic business decisions Deep knowledge of military customer segment, benefits, and service requirements Understanding of military-affiliated networks (USAA, base communities, spouse organizations) and their influence on customer decisions Hybrid office location Compensation range: The salary range for this position is: $224,250 - $403,650 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

The Senior Auditor is an intermediate level role responsible for performing moderately complex audits and assessments of Citi's risk and control environments in coordination with the Wealth and Fiduciary Audit team. The overall objective is to utilize in-depth subject matter expertise to contribute to the development of new techniques / processes for the area or function and help Citi reach business goals. **Responsibilities:** + Perform moderately complex audits including drafting audit reports, presenting issues to the business, and discussing practical solutions. + Draft audit reports and present issues to the business while discussing practical cross-functional solutions. + Complete assigned audits within budgeted timeframes, and budgeted costs. + Monitor, assess, and recommend solutions to emerging risks. + Contribute to the development of audit processes improvements, including the development of automated routines. + Apply internal audit standards, policies, and regulations to provide timely audit assurance and influence audit scope. + Develop effective line management relationships to ensure strong understanding of the business. + Has the ability to operate with a limited level of direct supervision. + Can exercise independence of judgement and autonomy. + Acts as SME to senior stakeholders and /or other team members. + 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. + Assist the Fiduciary SME team in fiduciary audit plan monitoring, review, and reporting. **Qualifications:** + 5-8 years of relevant experience. + Effective verbal and written communication and negotiation skills. + Subject matter expertise regarding audit technology's application. + Effective project management skills. + Effective influencing and relationship management skills. + Demonstrated ability to remain unbiased in a diverse working environment. + Experience/familiarity with wealth and investment products/services. + Basic understanding of fiduciary principles and regulations (i.e. OCC Regulation 9, Investment Advisers Act, Regulation Best Interest). + Maintain or willing to obtain relevant certifications - Certified Internal Auditor (CIA), Certified Fiduciary and Investment Risk Specialist (CFIRS), Certified Public Accountant (CPA). **Education:** + Bachelor's/University degree or equivalent experience. **Location:** + Position will relocate to 11225 N Community House Road, Charlotte, NC 28277 in first quarter 2026. This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ **Job Family Group:** Internal Audit ------------------------------------------------------ **Job Family:** Audit ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Charlotte North Carolina United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $81,600.00 - $122,400.00 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** Control Monitoring, Data Analysis, Industry Knowledge, Issue Management, Laws and Regulations, Professional Standards, Risk Management, Root Cause Analysis. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 25, 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._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Senior Auditor is an intermediate level role responsible for performing moderately complex audits and assessments of Citi's risk and control environments in coordination with the Wealth and Fiduciary Audit team. The overall objective is to utilize in-depth subject matter expertise to contribute to the development of new techniques / processes for the area or function and help Citi reach business goals. Responsibilities: Perform moderately complex audits including drafting audit reports, presenting issues to the business, and discussing practical solutions. Draft audit reports and present issues to the business while discussing practical cross-functional solutions. Complete assigned audits within budgeted timeframes, and budgeted costs. Monitor, assess, and recommend solutions to emerging risks. Contribute to the development of audit processes improvements, including the development of automated routines. Apply internal audit standards, policies, and regulations to provide timely audit assurance and influence audit scope. Develop effective line management relationships to ensure strong understanding of the business. Has the ability to operate with a limited level of direct supervision. Can exercise independence of judgement and autonomy. Acts as SME to senior stakeholders and /or other team members. 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. Assist the Fiduciary SME team in fiduciary audit plan monitoring, review, and reporting. Qualifications: 5-8 years of relevant experience. Effective verbal and written communication and negotiation skills. Subject matter expertise regarding audit technology's application. Effective project management skills. Effective influencing and relationship management skills. Demonstrated ability to remain unbiased in a diverse working environment. Experience/familiarity with wealth and investment products/services. Basic understanding of fiduciary principles and regulations (i.e. OCC Regulation 9, Investment Advisers Act, Regulation Best Interest). Maintain or willing to obtain relevant certifications - Certified Internal Auditor (CIA), Certified Fiduciary and Investment Risk Specialist (CFIRS), Certified Public Accountant (CPA). Education: Bachelor's/University degree or equivalent experience. Location: Position will relocate to 11225 N Community House Road, Charlotte, NC 28277 in first quarter 2026. This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ Job Family Group: Internal Audit ------------------------------------------------------ Job Family: Audit ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Charlotte North Carolina United States ------------------------------------------------------ Primary Location Full Time Salary Range: $81,600.00 - $122,400.00 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 Control Monitoring, Data Analysis, Industry Knowledge, Issue Management, Laws and Regulations, Professional Standards, Risk Management, Root Cause Analysis. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 25, 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.

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 U.S. 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 Private Banker in the U.S. 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 both 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. Job Responsibilities Manage and maintain 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 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 Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Six plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

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 U.S. 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 Private Banker in the U.S. 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 both 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. **Job Responsibilities** + Manage and maintain 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 + 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 + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required Qualifications, Capabilities, and Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established network + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business + 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

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 U.S. 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 Private Banker in the U.S. 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 both 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. **Job Responsibilities** + Manage and maintain 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 + 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 + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required Qualifications, Capabilities, and Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established network + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business + 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

JobID: 210618637 JobSchedule: Full time JobShift: Day : 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 U.S. 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 Private Banker in the U.S. 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 both 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. Job Responsibilities * Manage and maintain 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 * 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 * Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills * Six plus years of work experience in Private Banking or Financial Services * Bachelor's Degree required * Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date * Proven sales success and strong business acumen * Strong community presence with an established network * Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and uses critical thinking to solve problems * Dynamic and credible professional who communicates with clarity and has exceptional presentation skills * Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business * Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

JobID: 210568787 JobSchedule: Full time JobShift: : 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 U.S. 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 Private Banker in the U.S. 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 both 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. Job Responsibilities * Manage and maintain 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 * 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 * Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills * Six plus years of work experience in Private Banking or Financial Services * Bachelor's Degree required * Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date * Proven sales success and strong business acumen * Strong community presence with an established network * Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and uses critical thinking to solve problems * Dynamic and credible professional who communicates with clarity and has exceptional presentation skills * Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business * Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

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 U.S. 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 Private Banker in the U.S. 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 both 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. **Job Responsibilities** + Manage and maintain 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 + 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 + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required Qualifications, Capabilities, and Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established network + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business + 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

JobID: 210568792 JobSchedule: Full time JobShift: : 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 U.S. 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 Private Banker in the U.S. 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 both 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. Job Responsibilities * Manage and maintain 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 * 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 * Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills * Six plus years of work experience in Private Banking or Financial Services * Bachelor's Degree required * Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date * Proven sales success and strong business acumen * Strong community presence with an established network * Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and uses critical thinking to solve problems * Dynamic and credible professional who communicates with clarity and has exceptional presentation skills * Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business * Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

Join Chase and help shape the future of payments. As a Vice President, Payments Lifecycle Service Manager, you'll enhance the efficiency and integrity of our payment products, enabling teams to deliver with confidence and precision. Leverage your payments expertise and project management skills to drive process optimization and establish a robust governance framework. Be part of a team that values innovation, collaboration, and leadership in the financial industry. Job Summary As a Vice President in the Connected Commerce Banking Payments team, you will leverage your payments industry expertise and customer-centric mindset to implement a centralized governance strategy across the end-to-end payment lifecycle, including Zelle, RTP, ACH, Wires, and more. You will collaborate with stakeholders in Product, Operations, Analytics, Legal, Risk, and Controls to identify opportunities, develop solutions, and deliver an enhanced, sustainable framework that drives continuous improvements in process integrity and customer experience. Job responsibilities Serve as the service manager across the payment lifecycle, defining and monitoring SLAs, KPIs, and service health metrics to ensure optimal performance and continuous improvement. Partner with stakeholders in Payments teams to document end-to-end roles and responsibilities, ensuring compliance with payment rail network rules and regulations. Collaborate with payment teams at the program level to identify and realize strategic synergies between organizations. Design and execute initiatives to strengthen the risk and control framework for Chase's payment products. Deliver comprehensive leadership updates on the status and progress of key initiatives, ensuring transparency and accountability. Conduct assessments to identify vulnerabilities within the end-to-end framework and develop actionable solutions. Partner with analytics, legal, risk, controls, and compliance teams to craft and implement control oversight activities. Ensure the horizontal framework adheres to Chase's policies and standards, maintaining compliance with industry regulations and network requirements. Monitor product initiatives spanning across the organization, driving successful and compliant outcomes. Serve as the primary point of contact for coordinating issues and action plans impacting the Banking Payments organization. Support the achievement of strategic goals by driving Objectives and Key Results (OKRs) to enhance organizational performance. Required qualifications, capabilities, and skills Deep understanding of payments-related regulations and network requirements. Exceptional skills in managing complex projects and engaging stakeholders effectively. Strong communication skills, including experience presenting to leaders and senior stakeholders. Strong analytical skills to interpret data, formulate recommendations, and communicate insights clearly. Ability to thrive in a matrix management organization. Proficiency in managing complex and fast-moving issues, demonstrating resilience and problem-solving capabilities. Positive, team-oriented attitude that fosters collaboration and drives collective success. Bachelor's degree. Preferred qualifications, capabilities, and skills Experience working with Payment Network Operators (NACHA, FedWire, TCH, etc.). Ability to create a vision and actionable roadmap. Experience working with agile-enabled teams, fostering adaptability and innovation.