Executive Director jobs at Moran & Company P.C. CPA

Spectrum for Living Development, Inc. River Vale, New Jersey The Moran Company is pleased to partner with Spectrum for Living Development, Inc. to recruit the organization's next President & CEO. Spectrum for Living Background Founded in 1978 by parents of children with developmental disabilities, Spectrum for Living's primary goal is to develop a total lifetime program to meet the needs of this population and remedy service inequities. Spectrum provides a wide variety of comprehensive services for up to 1,000 individuals with disabilities, including an Intermediate Care Facility, 14 residential group homes, 5 supervised apartments, and 5 adult day programs across Bergen, Passaic, and Middlesex counties in New Jersey. Additional services include case management, respite, supported employment, and recreation. Spectrum operates with a $48 million budget and employs 600 staff. Its administrative office is in River Vale, New Jersey, an upscale, safe, family-friendly suburb with highly rated public schools and easy access to Manhattan. Position Summary The President/CEO serves as the Administrative Agent of Spectrum for Living. This position provides leadership and overall management by administering a delivery system of comprehensive services/supports in accordance with the organization's mission and implementing policies and programs approved by the Board of Trustees (Board). This managerial position holds full authority and responsibility for all employees through an organized supervisory system. The CEO has the authority to exercise independent judgment, establish policies and procedures, and ensure all control systems are in place for the effective and efficient management of the organization. Key Responsibilities Management and Administration: Provide effective administrative leadership; develop a comprehensive management system for efficient planning, monitoring, and evaluation; ensure adherence to the mission, philosophy, and strategic goals; oversee human resources management, staff evaluation, and staff development; formulate policy and planning recommendations for the Board; coordinate leadership for full licensure; serve as lead contract officer for agreements, major purchases, and capital improvements; plan, organize, control, and evaluate administrative functions; and serve as the final arbitrator of staff grievances. Financial Management: Develop and implement annual operating and capital budgets (with the CFO); ensure proper financial reporting; maintain control and direction for all funding sources; ensure the agency's financial viability; provide leadership for all fundraising efforts; and oversee the physical assets of the agency. Board Relations: Advise and inform Board members on all significant matters affecting the agency; interface between the Board and staff; serve as an advisor on Board committees; provide honest feedback to the Board on all programs and make recommendations concerning new programs/growth opportunities; assist with new Board member orientation; attend all regular Board and designated Committee meetings; advise the Board on federal, state and local regulatory initiatives that may impact the agency; act as the designated agent of the Board; and assumes membership on the Endowment Board. Advocacy and Community Relations: Initiate, maintain, and enhance community relations with various agencies, officials, and business leaders; participate actively on relevant external boards/committees (e.g. ABCD); ensure that the agency's needs and objectives are heard and understood by regulatory authorities; advocate for public policy supporting individuals with intellectual and developmental disabilities (I/DD); promote effective relationships with other I/DD-serving organizations; advocate for public policy supporting providers, people with I/DD and their families; and educate the Board and families on public policy/regulatory matters affecting the I/DD community. Development and Fundraising: Drive organizational development/fundraising initiatives; actively participate in grant development, presentations, and securing corporate sponsors; encourage all families/stakeholders to support the agency; and develop relationships with local business and community leaders and other major donors. Program Development and Planning: Develop and implement services that meet community needs; evaluate services against goals, objectives, and established KPIs; ensure annual review of policies and procedures for regulatory compliance; maintain up-to-date information on I/DD; participate in special studies/projects; develop expansion or modification plans; and oversee the commitment to Continuous Quality Improvement (CQI) programs agency wide. Additional Responsibilities: Conduct regular staff and management meetings for information dissemination and problem resolution; attend family meetings to enhance communication; mentor the executive team and administrative staff; participate in staff development and training; attend operating and non-Board committees/work groups; and serve as an agency representative at public/community meetings. Professional Qualifications and Personal Attributes Qualifications: Bachelor's degree required. A master's degree in business/nonprofit management, finance, and/or Health and Human Services is strongly preferred. Experience: A minimum of ten years of increasingly responsible executive management experience is required, in the developmental disabilities, human services or healthcare sector. Experience must include strategic leadership, fiscal management, organizational resourcing, planning, budgeting, programming, procurement, management, and technical expertise in administering federal and state grant funding. Previous success in establishing external relationships with individuals and organizations of influence, including government agencies, civic leaders, partner agencies, support coordinators and family advocacy groups. Attributes: Commitment and passion to promote the highest quality of life, purpose, and independence for adults with I/DD. Excellent interpersonal skills (listening, sensitivity, conflict resolution, negotiation); excellent verbal and written communication skills with the ability to inspire support for the mission; strong strategic and critical thinking, diplomacy, and relationship building; keen judgment and decision-making skills; strong collaborative and leadership abilities; ability to interact effectively with all levels of management, the Board, and outside regulatory agencies; ability to work independently, manage multiple tasks simultaneously, and demonstrate exceptional follow-up. Knowledge: Comprehensive knowledge of laws and regulations from DHS/DDD, DHSS, HUD, HCFA, OPWDD, SED, Department of Health, and other regulatory agencies is required. Compensation The projected compensation range for this position is $350,000 to $375,000 annually, commensurate with education and experience. Compensation is supplemented by a strong benefits package, including medical, prescription & vision, dental, life insurance, long-term disability, and a 403(b) plan. Relocation expenses are negotiable. Statement of Non-Discrimination Spectrum for Living is an Equal Employment Opportunity Employer. It is the policy of the organization to provide equal employment opportunities to all covered persons and not discriminate against any person because of race, religion, creed, color, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), age, national origin, ancestry, ethnicity, genetic traits, citizenship, military status, marital status, pregnancy, use or non-use of tobacco products, atypical cellular or blood trait, mental or physical disability including AIDS or being HIV positive, affectional preference, sexual orientation, civil union or domestic partnership status, or any other protected characteristic as established by federal, state, or local law. Application Process The Moran Company is conducting the search for the Spectrum for Living, Inc. President/CEO. Questions about the position can be directed to Ann Graff, The Moran Company; ****************************.

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

JobID: 210666476 JobSchedule: Full time JobShift: Base Pay/Salary: San Francisco,CA $170,000.00-$350,000.00; Los Angeles,CA $170,000.00-$350,000.00 The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices. As the Divisional Director of Lending within J.P. Morgan Wealth Management, you will be responsible for promoting growth and profitability of Lending. You will seamlessly blend strategic vision with hands-on support to expand the reach of Lending Solutions. By collaborating closely with Market Leaders, Financial Advisors, and the lending sales team, you will leverage your deep expertise in margin, securities-based lending, custom lending, and mortgages to enhance client experiences and business development. Success is measured by business growth, talent development, and the ability to empower advisors to deliver lending as a core client solution, while demonstrating flexibility and adaptability under pressure. You will be directly accountable to the Head of Lending Solutions for growing the business in a particular market. Job Responsibilities * Develop and implement regional and divisional sales strategies to expand the reach and impact of lending solutions. * Identify and capitalize on growth opportunities, positioning liability management as a core component of comprehensive client wealth management solutions. * Lead initiatives to promote awareness and adoption of lending capabilities through strategic partnerships and targeted efforts, while building and maintain strong relationships with Market Leaders, Financial Advisors, clients and the lending sales team. * Partner with key stakeholders (e.g., Finance, Legal, Risk, Compliance, Product, Credit) to deliver tailored solutions and drive high-impact initiatives and transactions. * Act as a trusted resource for complex lending queries, providing expert guidance and support to internal partners and clients. * Oversee and manage the end-to-end lending pipeline, ensuring efficient deal flow, high-quality execution and timely closing of transactions. * Serve as a subject matter expert in securities-based lending, margin lending, custom lending and mortgages, staying informed about industry trends and regulatory changes. * Contribute to projects related to productivity improvements, compliance, and product innovation, driving continuous improvement across the division. * Build, mentor, and develop a high-performing lending team, fostering a culture of accountability, collaboration, and continuous learning. * Provide ongoing coaching and feedback to advisors and lending specialists, enhancing their expertise across margin, securities-based lending, custom lending and mortgage products. * Create opportunities for team members to grow in leadership and expand their proficiency across multiple lending products. Required qualifications, capabilities, and skills * 10+ years of experience in financial services, with a focus on lending solutions within wealth management. * Proven experience managing, mentoring, and developing junior talent within a sales or wealth management environment. * Strong leadership and interpersonal skills, with the ability to collaborate effectively across all levels of the organization. * Exceptional analytical, written, and communication skills; must be articulate and able to engage confidently with stakeholders. * Demonstrated sales leadership with a history of driving sustained business growth and delivering exceptional results. * Flexibility, adaptability, and the ability to work effectively under pressure in a dynamic environment. * SIE, Series 7 & Series 66 licenses (63/65), or willingness to obtain them within 120 days from the start date as a condition of employment. * Willingness to travel as needed to support market activities and business development efforts. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

JobID: 210689636 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $170,000.00-$350,000.00; San Francisco,CA $170,000.00-$350,000.00 We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's Private Bank. The J.P. Morgan Private Advisory team is a cross-disciplinary group of over 100 global specialists who collaborate to deliver innovative and forward-thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions and achieve their goals. Private Business Advisory (PBA), one of the nine pillars of J.P. Morgan Private Advisory, provides strategic, practical advice to business owners and their families regarding private business sales and transactions, corporate governance, pre-transaction planning, and maintaining a legacy business over multiple generations. As a Private Business Advisor, you will be responsible for generating new business as well as providing advice on issues affecting private business owners. Job Responsibilities * Provide thought leadership and expertise to business owner clients and internal partners * Discuss transition options and the current market environment in group and one-on-one settings * Evaluate and offer guidance on deal terms and structure; assist in identifying value and/or synergistic opportunities to help business owners obtain the greatest return from their business * Evaluate and review management succession plans and objectives * Partner with our Wealth Advisors/Wealth Strategists to advise on pre- and post-transaction planning strategies and integrate within family wealth transfer plans * Review and propose corporate governance structures * Review corporate documents including operating and buy-sell agreements and suggest additional best practices Required Qualifications, Capabilities, Skills * Bachelor's degree * Five plus years of relevant work experience in Mergers and Acquisitions or related fields including Legal, Investment Banking, Private Capital, Family Office, Valuation or Asset Management * Ability to travel within assigned markets Preferred Qualifications, Capabilities, Skills * Advanced Degree or licensing preferred, ideally CFA, JD, CPA or MBA (or in-process) * Solid analytical and quantitative skills (with knowledge of the mathematical principles underlying the financial valuation models used to develop recommendations for clients) * Demonstrates a sense of urgency and comfortable multi-tasking * Proactive, accountable and detail oriented work ethic with excellent organizational skills

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 Private Bank. The J.P. Morgan Private Advisory team is a cross-disciplinary group of over 100 global specialists who collaborate to deliver innovative and forward-thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions and achieve their goals. Private Business Advisory (PBA), one of the nine pillars of J.P. Morgan Private Advisory, provides strategic, practical advice to business owners and their families regarding private business sales and transactions, corporate governance, pre-transaction planning, and maintaining a legacy business over multiple generations. As a Private Business Advisor, you will be responsible for generating new business as well as providing advice on issues affecting private business owners. **Job Responsibilities** + Provide thought leadership and expertise to business owner clients and internal partners + Discuss transition options and the current market environment in group and one-on-one settings + Evaluate and offer guidance on deal terms and structure; assist in identifying value and/or synergistic opportunities to help business owners obtain the greatest return from their business + Evaluate and review management succession plans and objectives + Partner with our Wealth Advisors/Wealth Strategists to advise on pre- and post-transaction planning strategies and integrate within family wealth transfer plans + Review and propose corporate governance structures + Review corporate documents including operating and buy-sell agreements and suggest additional best practices **Required Qualifications, Capabilities, Skills** + Bachelor's degree + Five plus years of relevant work experience in Mergers and Acquisitions or related fields including Legal, Investment Banking, Private Capital, Family Office, Valuation or Asset Management + Ability to travel within assigned markets **Preferred Qualifications, Capabilities, Skills** + Advanced Degree or licensing preferred, ideally CFA, JD, CPA or MBA (or in-process) + Solid analytical and quantitative skills (with knowledge of the mathematical principles underlying the financial valuation models used to develop recommendations for clients) + Demonstrates a sense of urgency and comfortable multi-tasking + Proactive, accountable and detail oriented work ethic with excellent organizational skills JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Los Angeles,CA $170,000.00 - $350,000.00 / year; San Francisco,CA $170,000.00 - $350,000.00 / year

JobID: 210678084 JobSchedule: Full time JobShift: Base Pay/Salary: Brooklyn,NY $180,500.00-$285,000.00; Jersey City,NJ $180,500.00-$285,000.00; Chicago,IL $156,750.00-$260,000.00; Palo Alto,CA $180,500.00-$285,000.00 Ignite your passion for product innovation by leading customer-centric development, inspiring solutions, and shaping the future with your strategic vision and influence. As a Product Director-Gateway in Merchant Services, you lead innovation through the development of products and features that delight customers. As a leader on the team, you leverage your advanced capabilities to challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation that helps inspire cross-functional teams create groundbreaking solutions that address customer needs. Merchant Services is the global payment processing business for JPMorgan Chase & Co processing over $2.2 Trillion in annual transaction volume. Merchant Services is a leading provider of payment, fraud, and data security for companies of all sizes and is engaging in a multi-year international expansion, platform modernization. The candidate is a strategic and analytical leader and is passionate about delivering solutions to clients. The candidate should have experience facilitating and influencing product, sales, and technology transformations. The candidate should possess an understanding of how corporations leverage payments and fintech services to manage and grow their business. Job responsibilities * Oversees the product roadmap, vision, development, execution, risk management, and business growth targets * Develop and articulate a clear product strategy aligned with the company's overall goals, focusing on the Payment Gateway product suite * Work closely with engineering to define the architecture of a modular, scalable, multi-tenant gateway * Drive feature development: payment routing, risk logic, Payment Service Provider integrations, merchant management portals. * Leads the entire product life cycle through planning, execution, and future development by continuously adapting, developing new products and methodologies, managing risks, and achieving business targets like cost, features, reusability, and reliability to support growth * Collaborate with Sales, Ops, Risk/Compliance to ensure the product meets market and client-specific needs. * Coordinate integrations with external PSPs, acquirers, fraud tools, CRMs, KYC/AML providers * Ensure the product complies regulatory requirements. * Serve as product evangelist: explain and defend product decisions, manage pre-sales demos, support onboarding of first clients * Coaches and mentors the product team on best practices, such as solution generation, market research, storyboarding, mind-mapping, prototyping methods, product adoption strategies, and product delivery, enabling them to effectively deliver on objectives * Owns product performance and is accountable for investing in enhancements to achieve business objectives; Monitors market trends, conducts competitive analysis, and identifies opportunities for product differentiation Required qualifications, capabilities, and skills * 8+ years of experience or equivalent expertise delivering products, or technology applications * Experience dedicated to payment gateway or white-label PSP products * Proven experience building or significantly scaling gateway platforms, not just integrating third-party ones. * Strong technical understanding of payment flow orchestration, transaction lifecycles, and PSP API structures. * Experience designing or working with features like routing logic, failover, transaction scoring, retry logic, multi-MID switching, PSP onboarding, merchant dashboards * Strong cross-functional leadership: you've driven product work across Engineering, Compliance, Finance, Ops * Extensive knowledge of the product development life cycle, technical design, and data analytics * Proven ability to influence the adoption of key product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management * Experience driving change within organizations and managing stakeholders across multiple functions * Excellent stakeholder management and communication skills - you translate complexity into clarity FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

JobID: 210677743 JobSchedule: Full time JobShift: Base Pay/Salary: Brooklyn,NY $166,250.00-$260,000.00; Palo Alto,CA $166,250.00-$260,000.00; Chicago,IL $147,250.00-$235,000.00; Jersey City,NJ $166,250.00-$260,000.00 Unlock your potential as a leader in product solutions, where you will guide sales advisory, optimize complex problem-solving, and shape customer-centric strategies. Leverage your expertise to make a lasting impact in a fast-paced, collaborative environment. As a Product Solutions Director for eCommerce Payments Products and Solutions, within the Merchant Services division of JPMorgan Payments, you are an expert in a cluster of products and the sales cycle. As a leader on the team, you leverage your advanced capabilities to craft complex solutions, partner with Sales to identify and capture market opportunities, and create new ways for teams to continuously deliver value to customers. Merchant Services is the global payment processing business for JPMorgan Chase & Co processing over $2.2 Trillion in annual transaction volume. Merchant Services is a leading providers of payment, fraud, and data security for companies of all sizes and is engaging in a multi-year international expansion, platform modernization. The candidate is a strategic and analytical leader and is passionate about delivering solutions to clients. The candidate should have experience facilitating and influencing product, sales, and technology transformations. The candidate should possess an understanding of how corporations leverage payments and fintech services to manage and grow their business. Job responsibilities * Advises the Product Solutions teams on solutioning and adopting new and existing client-facing products and capabilities while crafting complex solutions and assessing risk to enhance the customer experience * Leverages extensive knowledge of a cluster of products and capabilities to manage the strategic development of end-to-end product solution strategies and processes * Partners with Sales to advise on strategic pricing for deals, contributes to the development of sales training and collateral, and oversees Request for Proposal (RFP) responses; is sought out by Sales to (selectively) participate in client pitches and meetings * Manages the collection of client feedback and oversees the delivery of feedback to Product teams * Partners with Product Management to create a compelling Product vision and roadmap * Designs and helps to develop and scale best-in-class, digital-first payments products & solutions for clients needing to conduct eCommerce * Leads, inspires, develops, & recruits a talented team of direct and matrixed team members * Monitors market trends, conducts competitive analysis, and identifies opportunities for product differentiation Required qualifications, capabilities, and skills * 8+ years of experience or equivalent expertise leading and developing solutions across multiple teams and a cluster of products * Extensive experience facilitating sales cycle activities and developing and optimizing strategies and processes * Demonstrable experience structuring and handling complex solutions for business problems to meet clients' needs * Experience with, deep knowledge of and passion for eCommerce and retailing including merchandising, logistics, returns, endless-aisle, and/or omnichannel selling (B2C and/or B2B and/or Direct-to-Consumer) * Commercially savvy, with aptitude with managing a P&L * Strong sense of ownership, initiative and accountability to join an ambitious fintech environment * Bridge-builder who can inspire confidence and between business & technical teams, and also across business units including marketing, risk, finance, servicing and other functions * Strong executive presence, very capable and comfortable communicator, confident in interacting with and presenting to all levels of management * Experience driving change within organizations and managing stakeholders across multiple functions Preferred qualifications, capabilities, and skills * Recognized thought leader within a related field * Bachelor's degree; MBA preferred * Experience in strategy consulting * Familiarity with software product development life cycle * Familiarity with payments, merchant services, merchant acquiring, payment processing, and fintech payments products FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you. As a Relationship Executive within the Middle Market Banking team, your role is to act as an “individual contributor” to the firm, growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries target space. You will be asked to meet business development goals, seeking opportunities to sell multiple products and solutions to clients and anticipating their future needs. As a Relationship Executive, you will focus on the delivery of value added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling Required Qualifications, Capabilities and Skills Seven plus years direct lending or credit support related experience, with a focus on business relationships Understanding of Commercial Banking products and services Knowledge of the local market Ability to collaborate with internal partners and resources Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Sales management and business development skills Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Excellent verbal, written and listening communication skills Strong creative solution and problem solving abilities Proficiency in building and maintaining positive client relationships FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you. As a Relationship Executive within the Middle Market Banking team, your role is to act as an “individual contributor” to the firm, growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries target space. You will be asked to meet business development goals, seeking opportunities to sell multiple products and solutions to clients and anticipating their future needs. As a Relationship Executive, you will focus on the delivery of value added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling Required Qualifications, Capabilities and Skills Seven plus years direct lending or credit support related experience, with a focus on business relationships Understanding of Commercial Banking products and services Knowledge of the local market Ability to collaborate with internal partners and resources Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Sales management and business development skills Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Excellent verbal, written and listening communication skills Strong creative solution and problem solving abilities Proficiency in building and maintaining positive client relationships FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

JobID: 210685079 JobSchedule: Full time JobShift: Base Pay/Salary: Upland,CA $161,500.00-$235,000.00 If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship Executive might be perfect for you. As a Relationship Executive in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million. Job Responsibilities * Champion a culture of innovation and a customer centric mindset * Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships * Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies * Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling Required Qualifications, Capabilities and Skills * Seven plus years lending or credit support related experience with a focus on business relationships * Understanding of Commercial Banking products and services * Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs * Ability to collaborate with internal partners and resources * Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor * Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines * Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners * Deep local connections and market knowledge Preferred Qualifications, Capabilities and Skills * Bachelor's degree and formal credit training preferred * Sales management, business development skills, proficiency in building and maintaining positive client relationships * Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask * Excellent business judgment, strategic thinking, self-directed, proactive and creative FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

The Experience Senior Living Team is comprised of dynamic professionals that are fueled by their passion to empower people as they grow older to live life to the fullest. They are creators, architects, nurses, researchers, programmers, marketers, facilitators, developers, investors, and caregivers, all focused on making a positive impact on the lives of residents, their families and team members. We are excited to announce that we are looking for a dynamic Executive Director to join our growing team. This individual will play a key role in supporting the development, grand opening, and ongoing success our new luxury senior living community in Falls Church. Benefits: We offer a full benefits package that includes medical, dental, vision, STD/LTD, life and voluntary life, 401k with employer matching, paid holidays, and up to 20 days PTO in the first three years. Responsibilities: Responsible for leading day-to-day operations, including full P & L responsibility. Ensure compliance with all local, state, and federal regulations, as well as Experience Senior Living's company policies and procedures, standards, and guidelines. Focuses on creating a safe environment for residents, families, and team members. Ensure adherence to the Resident's Rights Focused on resident, family, and team members satisfaction. Be able to analyze data, root causes and develop a plan of action if necessary. Develop and implement successful strategies regarding labor, occupancy growth, revenue growth, expense control, and quality of services. Lead morning stand up meetings and ensure minutes are taken for those who were not present. Strong communications skills; listening, oral and written. Lead and support all sales and operational strategies, educating all team members of the importance to be part of the sales process. Actively partnering with the Director of Sales to conduct a quarterly SWOT, and have ongoing weekly, or at times daily discussions, on sales/marketing strategies and help support all sales efforts, including conducting tours, assisting with creative follow ups, outreach, home visits, and building positive relationships with referral partners. Coordinating with the Director of Health and Wellness and understanding the care needs of the residents and ensuring a solid care plan is in place that encompasses all areas of that individual's care. Ensuring that residents have been assessed at the proper level of care. Ensuring that the team members are focused on supporting their independence and current abilities and only assisting in areas of true need. Being available to meet with residents, families and team members regarding any care concerns that need to be addressed. Coordinating with the Director of Memory Care to address any challenging situations, find creative solutions, assist, and support all dementia training for new team members and ongoing training for existing team members. Coordinate with the Director of Life Enrichment to ensure the activity calendar is robust, with a wide variety, touching on the whole person, and activities are taking place 7 days per week, including evenings. Coordinating with the Director of Culinary to ensure menu planning has a wide variety to choose from, alternate choices are available for the residents, and assist in tasting food from meals on a regular basis. Coordinate with the Director of Maintenance to have ongoing discussions regarding the building, areas of concern, preventative maintenance schedules, room turns completed in a timely manner, required drills being completed, and assist in any coordination for CapEx projects. Ensure that the Employee Appreciation program is implemented and adhered to monthly. Ensure that employee performance reviews are being completed and administered in a timely manner. Assist in recruiting, hiring, orienting, training, supervising, and evaluating of team members. Be involved in creating the annual operation budget and capital requirements/needs, support leadership team members in using budgetary reports, and managing their department budgets, approving expenses, providing explanations for the monthly variance report, and managing expenses as necessary. Building high-performing teams, keeping morale high and supporting the company culture on a consistent basis. Able to work in various positions in the community and willing and able to fill in as necessary. Creating and implementing a ‘Manager On Duty' system to ensure that there is a leadership person in the community seven (7) days per week. Also ensuring that each person assigned to be the Manager on Duty has received the proper training and has a solid understanding of the responsibilities while in this role. Remain active in local community activities and events. Build and maintain a solid network and resources for resident, employee, and volunteer referrals. May drive company van, bus, or other vehicles from community to social and other destinations. May perform other duties as needed and /or assigned. Requirements: A Bachelor's degree in business administration, healthcare administration, or a related subject is required. Required certification for Residential Care Facilities based on state regulations. Three (3) to five (5) years of experience in operations management with demonstrated success in meeting financial and sales goals. A solid understanding of local, state, and federal regulations as they pertain to this community. Demonstrated success in operating or maintaining a quality, customer service workforce. Being willing to understand, implement and maintain a hospitality environment for residents, families, and team members. A solid understanding of facilities management. Experience in recruiting, onboarding, orienting, training, and retaining team members. Possess solid performance management and leadership skills, including the ability to communicate performance expectations, coach and document performance strengths and challenges, provide direction and guidance, listen, have on-going conversations regarding performance, including implementing the company's disciplinary process if necessary, completing performance reviews in a timely manner, as well as ensuring all department performance reviews are completed in a timely manner, and providing the necessary support and feedback to all team members. Basic knowledge of computer systems and various software platforms that the company has chosen to use. The ability to become licensed or certified as an administrator for assisted living within a prescribed timeframe in states requiring such a license or certification. Must have an acceptable driving record per the company motor vehicle policy. Able to influence the actions and opinions of others in a desired direction. Exhibit judgement in leading others to meet worthwhile objectives. Able to act in solving problems while exhibiting judgement and a realistic understanding of the issue(s). Able to use reason, even when dealing with emotional, highly sensitive and contentious topics. Knowing when to handle the situation independently or include the necessary individuals to resolve the problem. Able to define realistic, specific goals and objectives. Able to define task and deliverables necessary to meet goals. Able to clearly present information through the spoken word. Can accurately communicate, providing the necessary level of detail even under stressful or demanding conditions. Able to relate to routine operations in a manner that is consistent with existing solutions to problems. Conform to and communicate established policies and procedures. Able to think creatively and independently to meet worthwhile objectives. Able to be innovative to create and generate solutions and programs. Able to define realistic and specific goals and objectives. Able to define tasks and deliverables necessary to meet goals. Can assign resources and set priorities to meet goals. Able to research and identify various possibilities to aid in reaching decisions necessary to meet goals. Identifies, obtains, and effectively allocates the resources required to achieve applicable goals. Build and maintain productive, work-focused relationships with team members, residents, families, referral partners, the executive team, as well as within the community. Able to work with people in such a manner to support the company's culture, build high-morale teams, work in a team setting to accomplish goals and get results. Function as a role model for team members by being punctual, neat, clean, and professional in appearance. Ability to work varied schedules to include weekends, evenings, overnights, and holidays

Eaton's Electrical North American Sales division is currently seeking a District Sales Director for Southern California which includes Los Angeles County, Orange County, San Diego County and Hawaii. This position will be based within Southern California. Travel up to 25% is required. Relocation assistance will be provided. Reporting to the Vice President, Sales, West Region, the District Sales Director is responsible for directing all sales activities to achieving performance goals in accordance with marketing and sales plans. This position requires coaching, directing and training sales professionals in their respective assignments to succeed at managing and developing their customer base, leveraging internal and external sales resources, driving products and the channel to market to achieve market share gains, supporting price attainment goals and executing strategic initiatives throughout the district. In this role you will: * Develop financial and strategic commercial sales plans that align to product divisions that result in a coordinated selling effort to exceed annual sales goals and objectives * Establish new and build on existing relationships with key customers and distributors to enhance sales volume and customer service * Build organizational capabilities across a district sales team along with enterprise-wide resources to deliver organic growth. Analyze areas of responsibility, recommending changes in sales force structure and design, assignments and selling activities to produce maximum, profitable volume, while achieving the best cost to sales ratio * Plan, direct, and drive the sales resources to ensure that adequate coverage is applied to accounts * Understand not only ours but our competitor's products, tactics, strategy, pricing, and competitive position in the district * Create and execute strategic plans including the implementation of strategic channel and product line initiatives * Build close relationships with key contractors, distributors and end users to enhance sales volume and deliver growth * Identify, analyze, select, and continuously improve the districts various channels to market * Recruit, hire, train, develop, and continuously improve organizational capabilities of sales personnel Qualifications: * Minimum of 8 years of experience in Sales and Marketing within commercial electrical product market * Minimum of 5 years of experience in field sales management * Proven Leadership experience managing sales teams, customers and channel * Proven track record of leading large-scale business development initiatives, driving sales growth, expanding market share, and achieving pricing objectives across diverse markets. * An undergraduate degree from an accredited institution is required * Must have and maintain an unrestricted driver's license * Eaton will not consider applicants for employment immigration sponsorship or support for this position. This means that Eaton will not support any CPT, OPT, or STEM OPT plans, F-1 to H-1B, H-1B cap registration, O-1, E-3, TN status, I-485 job portability, etc. Preferred Qualifications: * Product line marketing and/or operational experience * MBA preferred Position Criteria: * Proven leadership skills and ability to successfully manage and resolve conflict * Experience in and ability to assess, select, develop, motivate, and energize a diverse team in critical areas of sales planning, negotiation, and customer pursuit. Swiftly addresses performance issues * Knowledge of electrical markets, products, and distribution channels * Strategic planning and profit planning / VOP planning experience * Strong commercial acumen with experience in customer development, and the deployment of various sales techniques * Experience of setting aggressive sales plans and achieving ambitious targets and stretch goals * Ability and demonstrated experience to identify existing and future growth market opportunities and tailor strategic sales plan and resources to maximize Eaton's top-line and market share position * Strong customer orientation and focus. Ability to work with all levels of the customer organizations to sell and support products as well as to understand the customer's current and future business needs At Eaton, we strive to provide compensation and benefits that attract, engage, and retain the best talent. This includes competitive pay and a variety of benefit programs for eligible employees. The expected annual salary range for this role is $182000 - $268000 a year. This role is also eligible for a variable incentive program. Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. The application window for this position is anticipated to close on December 31st, 2025. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws. You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number. We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.

Eaton's Electrical North American Sales division is currently seeking a District Sales Director for Southern California which includes Los Angeles County, Orange County, San Diego County and Hawaii. This position will be based within Southern California. Travel up to 25% is required. Relocation assistance will be provided. Reporting to the Vice President, Sales, West Region, the District Sales Director is responsible for directing all sales activities to achieving performance goals in accordance with marketing and sales plans. This position requires coaching, directing and training sales professionals in their respective assignments to succeed at managing and developing their customer base, leveraging internal and external sales resources, driving products and the channel to market to achieve market share gains, supporting price attainment goals and executing strategic initiatives throughout the district. In this role you will: * Develop financial and strategic commercial sales plans that align to product divisions that result in a coordinated selling effort to exceed annual sales goals and objectives * Establish new and build on existing relationships with key customers and distributors to enhance sales volume and customer service * Build organizational capabilities across a district sales team along with enterprise-wide resources to deliver organic growth. Analyze areas of responsibility, recommending changes in sales force structure and design, assignments and selling activities to produce maximum, profitable volume, while achieving the best cost to sales ratio * Plan, direct, and drive the sales resources to ensure that adequate coverage is applied to accounts * Understand not only ours but our competitor's products, tactics, strategy, pricing, and competitive position in the district * Create and execute strategic plans including the implementation of strategic channel and product line initiatives * Build close relationships with key contractors, distributors and end users to enhance sales volume and deliver growth * Identify, analyze, select, and continuously improve the districts various channels to market * Recruit, hire, train, develop, and continuously improve organizational capabilities of sales personnel Qualifications: * Minimum of 8 years of experience in Sales and Marketing within commercial electrical product market * Minimum of 5 years of experience in field sales management * Proven Leadership experience managing sales teams, customers and channel * Proven track record of leading large-scale business development initiatives, driving sales growth, expanding market share, and achieving pricing objectives across diverse markets. * An undergraduate degree from an accredited institution is required * Must have and maintain an unrestricted driver's license * Eaton will not consider applicants for employment immigration sponsorship or support for this position. This means that Eaton will not support any CPT, OPT, or STEM OPT plans, F-1 to H-1B, H-1B cap registration, O-1, E-3, TN status, I-485 job portability, etc. Preferred Qualifications: * Product line marketing and/or operational experience * MBA preferred Position Criteria: * Proven leadership skills and ability to successfully manage and resolve conflict * Experience in and ability to assess, select, develop, motivate, and energize a diverse team in critical areas of sales planning, negotiation, and customer pursuit. Swiftly addresses performance issues * Knowledge of electrical markets, products, and distribution channels * Strategic planning and profit planning / VOP planning experience * Strong commercial acumen with experience in customer development, and the deployment of various sales techniques * Experience of setting aggressive sales plans and achieving ambitious targets and stretch goals * Ability and demonstrated experience to identify existing and future growth market opportunities and tailor strategic sales plan and resources to maximize Eaton's top-line and market share position * Strong customer orientation and focus. Ability to work with all levels of the customer organizations to sell and support products as well as to understand the customer's current and future business needs At Eaton, we strive to provide compensation and benefits that attract, engage, and retain the best talent. This includes competitive pay and a variety of benefit programs for eligible employees. The expected annual salary range for this role is $182000 - $268000 a year. This role is also eligible for a variable incentive program. Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. The application window for this position is anticipated to close on December 31st, 2025. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws. You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number. We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.

How will this role impact First Command? As the Bank President and CEO, the objective is to maintain strong safety and soundness ratings coupled with steady growth and performance in all areas of the bank to include lending, payments, deposit, compliance, operations, and wealth management. In addition to leading the bank, the FCB President is a member of the FCFS Executive Leadership Team (ELT). As a member of ELT, the successful candidate will contribute to the development and execution of enterprise-level strategic themes and objectives while advocating for the Bank as a key cornerstone of the enterprise value proposition. The Bank President and CEO will also be a member of the Bank's Board of Directors. The position builds solid relationships with both the FCB and the FCFS Board of Directors. The position requires participation and presentation of business updates at the FCB and FCFS Board of Director's meeting and other committees as assigned. Additional duties include Chairperson of the Director's Loan Committee (DLC), Asset Liability Committee (ALCO), and Compliance Committee. Reporting Relationship The Bank President and CEO reports to the President and CEO of FCFS. He or she will lead and coach a client-focused team of highly qualified banking professionals to achieve annual business plan objectives and value-added performance targets in accordance with the regulations, policies, and guidance of the ELT and the FCB Board of Directors. Incumbent must be a mature, professional individual able to address problems and recommend solutions to resolve business, client and/or personnel issues. What will you do in this role? * Develop and implement a comprehensive Bank Strategy in support of the company's Big Audacious Goal of being THE personal financial coach of our nation's military families. Provides the vision, direction, and guidance to stakeholders and enterprise leadership to evolve and grow the bank. * Build the vision to scale the bank leveraging Digital and FinTech solutions to exponentially grow the bank delivering a seamless client experience in a sustainable and compliant environment. The scalable platform will be critical to the bank's transformation to a direct-to-consumer model. * As a member of ELT, actively contribute and influence enterprise strategy delivering value to clients while enhancing our Brand and elevating our reputation. * Coach, develop, and inspire direct reports and key internal partners to meet team performance goals and objectives. This includes establishing robust development plans and succession planning. * Create strong relationships with the First Command Advisors built on trust and integrity to promote and advocate banking services for our clients. * Earn the respect and trust of federal regulators through proactive and transparent communication for the safety and soundness of the bank. * Establish a culture of inclusion and an environment of psychological safety to promote inclusion, engagement, and innovation to achieve superior business results and greater diversity of our workforce. * Proactively anticipate capital and liquidity needs in up and down markets staying ahead of changing economic conditions to successfully guide the bank in all environments. Travel * This role will require periodic travel to visit field offices throughout United States. What skills & qualifications do you need? Education * A bachelor's degree in finance or economics is required. A master's degree or graduate school in banking is preferred. Strong credit training is essential. Work Experience * 15 to 20 years in commercial or consumer banking with extensive background in financial institution management. * Minimum of 10 years or more in a senior management or C-suite level position. * Accustomed to participating with and presenting business updates at the Board level. Prior Committee leadership experience including Loan Committee, Asset Liability Committee (ALCO), and Compliance Committee. * Significant background in credit administration with lending authority. * Extensive commercial and consumer lending background to include underwriting, credit analysis, collections, and loan operations to act on virtually all credit quality issues. * Working experience with federal regulators, mainly the Office of the Currency of the Comptroller (OCC). * Ability to comply with internal policies and discernment with respect to exceptions to maximize performance and customer service levels. * Experience working with Internal Audit staff to insure solid financial controls are in place. * Able to contribute at both the Bank strategy level and the Enterprise Strategy level. * Military experience and background preferred. Required Knowledge, Skills and Abilities * Passionate, visionary, engaging, and principled. A strong work ethic and a low ego. * Forward looking, growth-focused, and energized by collaboration with like-minded colleagues who are aligned with the mission and ready to scale the business. * Thinks strategically and challenges the status quo, using his or her unique external vantage point to see what may not be apparent to others in the business. * Has impeccable communication and presentation skills. * Offers superior strategic planning and organizational skills with a hands-on execution style. * Able to work independently with little or no supervision. * Builds productive and positive relationships across the enterprise. Handles difficult customer or field issues in a professional manner. #LI-NC1 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

TEAM, Inc. Derby, Connecticut The Moran Company is pleased to partner with TEAM, Inc. to recruit the organization's next President & CEO. Organizational Background TEAM is a private, 501(c)3 not-for-profit corporation founded in 1965 - the enactment of the Economic Opportunity Act (EOA) in 1964 created Community Action Agencies, like TEAM, across the nation. TEAM's footprint in the community spans basic needs and case management services, Early Childhood and Head Start, Elderly Services and Meals on Wheels, Employment and Training Supports, Housing Supports, Food Assistance, and more. TEAM is dedicated to helping people and empowering individuals and families toward economic stability. Individuals or families seeking help at TEAM are provided with a caring and responsive reception, comprehensive intake and application assistance, and ongoing communication to address individual or family needs, basic needs, and areas of social impact focused on upward economic mobility and self-sufficiency. TEAM's direct services include basic needs and case management that promotes self-sufficiency; child development and family wellbeing initiatives; childcare; diaper assistance; home-heating energy assistance and counseling to reduce and cover energy/utility costs; assistance to individuals in acquiring the skills that promote opportunities for improved employment; income management services that encompasses household financial counseling and tax filing; housing assistance; food assistance including child and elderly nutrition; and elderly support and wellbeing initiatives. In addition to direct services, TEAM coordinates regional access to the full array of eligible human services programs through an extensive network of community partnerships, coalitions and support programs and services available throughout TEAM's communities. TEAM's administrative offices are in Derby, Connecticut - located within southwest Connecticut area fondly known as The Valley. Derby and neighboring communities of The Valley offer a suburban lifestyle with a small-town feel, making it an attractive option for families and young professionals. The area's affordability, job opportunities, and access to parks make it a desirable place to live. Residents appreciate the community atmosphere, safety, and the ability to enjoy a variety of amenities. Position Summary The President/CEO is responsible for managing the day-to-day operation of TEAM Inc., which includes approximately 207 staff, executing the strategic plan in collaboration with the board, ensuring the consistent achievement of financial objectives, and implementing policies set by the board. The President/CEO will ensure a professional working relationship exists between staff, board members and state and federal funding sources. The President/CEO is accountable to the board and reports to the board chair. Key Responsibilities Specific Responsibilities Assure that the organization has a long-range strategy which achieves its mission and toward which it makes consistent and timely progress. Provide leadership in developing program, organizational, and financial plans with the Board of Directors and staff, and conduct plans and policies authorized by the board. Promote active and broad participation by volunteers in all areas of the organization's work. Maintain official records and documents and ensure compliance with federal, state, and local regulations. Maintain a working knowledge of significant developments and trends in the field. Communications Ensure the board is fully informed about the organization's overall condition and any significant factors that affect it. Publicize the activities of the organization, its programs, and goals. Establish sound working relationships and cooperative arrangements with community groups and organizations. Represent the programs and point of view of the organization to agencies, organizations, and the public. Staff Relations Responsible for recruitment, employment, and release of all personnel, both paid staff and volunteers. Ensure that sound human resource practices are in place, including but not limited to the agency's job descriptions, regular performance evaluations, and overall staff excellence. See that an effective management team, with appropriate provision for succession, is in place. Ensure ongoing compliance with all provisions outlined in current Union Agreements, and responsible for successor Agency/Union agreements. Cultivate and maintain high quality workplace environments and management & staff morale for overall agency excellence. Encourage staff and volunteer development and education and assist program staff in relating their specialized work to the total program of the organization. Maintain a climate which attracts, retains, and motivates a diverse staff of top-quality people. Budget and Finance Ensure the financial operations of the agency, including budget development/management, general ledger maintenance, purchasing, payroll, and cash management are sound and in accordance with relevant laws and regulations including FASB, GAAP, Uniform Guidance to ensure effective use of agency resources. Ensure that adequate funds are available to permit the organization to conduct its work. Jointly, with the chairperson and secretary of the board of directors, conduct official correspondence of the organization, and jointly, with designated officers, execute legal documents. Professional Qualifications and Personal Attributes A master's degree is preferred in Human Services, Business, or related fields with five to six years of progressively responsible supervisory/administrative experience; or a bachelor's degree in related discipline with at least 10 years of appropriate experience with increasingly responsible supervisory/administrative experience. Passion to promote self-sufficiency, economic security and transformational change to help individuals and families improve their quality of life. Previous success in establishing external relationships with individuals and organizations of influence including government agencies, civic leaders, partner agencies, and volunteers. A strategic thinker. Ability to manage conflict and diversity. Proven success working with a board of directors. Ability to build strong collaborative teams and actively engage with staff. Ability to advocate with public officials to maintain funding opportunities, identify, and secure new sources of funds. Knowledge of social support systems and grant-making. Strong interpersonal skills. Unwavering integrity to do what is best for TEAM and its communities. Strong written and oral communication skills. Strong nonprofit organizational management skills, including strategic planning, program development, and staff leadership. Understanding of personnel and fiscal management systems. Compensation The projected compensation for this position is based on education and experience starting at $160,000.00 annually. Compensation is supplemented by a strong benefits package including medical, dental, disability, life insurance, life and AD&D, voluntary insurances, pension with up to 6% employer match, vacation, sick leave, personal leave, and holidays. Relocation expenses are negotiable. Statement of Non-Discrimination TEAM, Inc. is an Equal Employment Opportunity Employer. It is the policy of the Agency to be fair and equitable in all of its policies and practices and provide equal employment opportunity (“EEO”). Application Process The search for the TEAM Inc. President/CEO is being conducted by The Moran Company. Questions about the position can be directed to Ann Graff, The Moran Company; ****************************.

Our commercial business aims to advise our clients-from single rooftops to large, publicly traded dealer groups-on how to grow and run their businesses. We offer a comprehensive suite of commercial products and services, including floorplan lending, deposits and treasury services, acquisition financing, real estate lending, syndicated loans, and merchant services. This supports our overall value proposition in Chase Auto as we seek to meet the end-to-end needs of our dealer partners, who are critical to the auto ecosystem. As the Executive Director of Commercial Solutions Marketing within Chase Auto, you will oversee a team responsible for the strategy, planning, and execution of dealer client-facing sales enablement, marketing content, channels and distribution, lead generation, and client engagement for dealer commercial segments. You must have demonstrable knowledge and experience in B2B marketing within a large enterprise with direct sales teams. Job Responsibilities + Develop and implement strategic marketing plans to support the growth and expansion of the dealer network and product deepening, ensuring alignment with business goals. + Implement visual identity and brand voice for the dealer segment. Lead brand creative and expression in the marketplace to enhance brand recognition and loyalty. + Maintain dealer segmentation and curate the client database of contacts across the dealer network to ensure targeted and effective marketing efforts. Position bundled solutions that align with segments such as large dealer groups, regionals, small franchises, independents, and private label franchises. + Support the head of auto commercial banking by aggregating client experience feedback, market research, and insights to further differentiate value with undisputed reasons to believe, go-to-market messaging, and claims. + Develop and maintain client contact strategies using campaigns and always-on communication of offerings and advisory, leveraging Salesforce Marketing Cloud. + Lead and facilitate key client engagements requiring high-touch, elevated, and exclusive experiences that deliver franchise value, including live webinars or in-person venues. + Lead and manage a marketing team, providing guidance, mentorship, and support to ensure the successful execution of marketing initiatives. + Collaborate with sales leadership, product, and other cross-line-of-business teams to align marketing strategies with business goals and drive integrated solutions. + Oversee the creation and management of marketing campaigns, including digital marketing, events, and promotional activities, ensuring effective execution and impact. + Manage the marketing budget, ensuring efficient allocation of resources to maximize ROI and support strategic initiatives. + Establish KPIs and an overall success scorecard, including quantitative and qualitative metrics. Provide routine reporting and verbal presentations to senior leadership to track progress and inform decision-making. Required Qualifications, Capabilities, and Skills + 10+ years of leadership with demonstrable experience in the development and implementation of B2B marketing strategies. + Strong people leadership skills with experience managing and developing a team. + Strong interpersonal skills with the ability to build relationships and influence stakeholders. + Strong proficiency with executive-level presentation materials and briefings, and the ability to simplify complex subject matter into digestible executive communications. + Exceptional written, presentation, and verbal communication skills. + Strong executive presence. + Critical thinker with an analytical mindset to interpret data and make informed decisions. + Creative thinker with a passion for innovation and continuous improvement. + BS/BA degree Preferred Qualifications, Capabilities, and Skills + MBA preferred. + Auto industry expertise. + Financial services experience. + Proven experience in B2B marketing within a large enterprise and geographical sales team. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** New York,NY $171,000.00 - $260,000.00 / year

JobID: 210687769 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $171,000.00-$260,000.00 Our commercial business aims to advise our clients-from single rooftops to large, publicly traded dealer groups-on how to grow and run their businesses. We offer a comprehensive suite of commercial products and services, including floorplan lending, deposits and treasury services, acquisition financing, real estate lending, syndicated loans, and merchant services. This supports our overall value proposition in Chase Auto as we seek to meet the end-to-end needs of our dealer partners, who are critical to the auto ecosystem. As the Executive Director of Commercial Solutions Marketing within Chase Auto, you will oversee a team responsible for the strategy, planning, and execution of dealer client-facing sales enablement, marketing content, channels and distribution, lead generation, and client engagement for dealer commercial segments. You must have demonstrable knowledge and experience in B2B marketing within a large enterprise with direct sales teams. Job Responsibilities * Develop and implement strategic marketing plans to support the growth and expansion of the dealer network and product deepening, ensuring alignment with business goals. * Implement visual identity and brand voice for the dealer segment. Lead brand creative and expression in the marketplace to enhance brand recognition and loyalty. * Maintain dealer segmentation and curate the client database of contacts across the dealer network to ensure targeted and effective marketing efforts. Position bundled solutions that align with segments such as large dealer groups, regionals, small franchises, independents, and private label franchises. * Support the head of auto commercial banking by aggregating client experience feedback, market research, and insights to further differentiate value with undisputed reasons to believe, go-to-market messaging, and claims. * Develop and maintain client contact strategies using campaigns and always-on communication of offerings and advisory, leveraging Salesforce Marketing Cloud. * Lead and facilitate key client engagements requiring high-touch, elevated, and exclusive experiences that deliver franchise value, including live webinars or in-person venues. * Lead and manage a marketing team, providing guidance, mentorship, and support to ensure the successful execution of marketing initiatives. * Collaborate with sales leadership, product, and other cross-line-of-business teams to align marketing strategies with business goals and drive integrated solutions. * Oversee the creation and management of marketing campaigns, including digital marketing, events, and promotional activities, ensuring effective execution and impact. * Manage the marketing budget, ensuring efficient allocation of resources to maximize ROI and support strategic initiatives. * Establish KPIs and an overall success scorecard, including quantitative and qualitative metrics. Provide routine reporting and verbal presentations to senior leadership to track progress and inform decision-making. Required Qualifications, Capabilities, and Skills * 10+ years of leadership with demonstrable experience in the development and implementation of B2B marketing strategies. * Strong people leadership skills with experience managing and developing a team. * Strong interpersonal skills with the ability to build relationships and influence stakeholders. * Strong proficiency with executive-level presentation materials and briefings, and the ability to simplify complex subject matter into digestible executive communications. * Exceptional written, presentation, and verbal communication skills. * Strong executive presence. * Critical thinker with an analytical mindset to interpret data and make informed decisions. * Creative thinker with a passion for innovation and continuous improvement. * BS/BA degree Preferred Qualifications, Capabilities, and Skills * MBA preferred. * Auto industry expertise. * Financial services experience. * Proven experience in B2B marketing within a large enterprise and geographical sales team.

Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. **About the role** Responsible for driving the end-to-end delivery of digital first, frictionless experience across broker, employer, employee, and internal service journeys. Challenges System Integration partners, reviews and validates solution designs, and ensures all digital platforms are architected for performance, scalability, and long-term extensibility. Infuses intelligent workflows, generative AI, and emerging protocols such as Model Context Protocol (MCP) into next-generation digital experiences. Collaborates with Enterprise Architecture, Enterprise Integrations, Experience Design, Infrastructure, Data, Security, and SI partners to deliver scalable, high-quality digital capabilities that advance the modernization strategy. **Key Accountabilities:** + Lead end-to-end digital delivery across value streams, ensuring predictable execution, transparency, and alignment to business outcomes. + Oversee delivery of modern digital omni-channel experiences across portals, enrollment workflows, mobile-responsive interfaces, and servicing tools + Serve as an escalation point for delivery risks, dependencies, and issues, driving proactive mitigation and course correction. + Review and approve solution designs, XD flows, journey maps, wireframes, architecture diagrams, and integration patterns. + Serve as the technical authority for digital delivery, ensuring solutions meet expectations for performance, security, scalability, accessibility, and maintainability. + Champion modern engineering practices including micro frontends, reusable components, API-first patterns, cloud-native architectures, DevOps, CI/CD automation, and observability + Partner with Experience Design to embed user-centered, journey-aligned design and consistent use of enterprise design systems. + Adopt an AI- and automation-first approach, integrating chatbots, guided workflows, personalization engines, OCR, RPA, and AI-driven validation, and leveraging emerging technologies such as Model Context Protocol (MCP) to enable intelligent and context-aware digital experiences. + Provide strong oversight of SI partners, holding them accountable for quality, reusable asset development, standards compliance, and delivery timelines. **Minimum Requirements:** + Bachelor's degree in Computer Science, Engineering, Information Systems, or related field. + 12+ years of leadership experience in digital delivery, engineering, or enterprise transformation. + Experience delivering in value-stream-aligned or scaled agile environments. + Demonstrated success managing and holding SI partners accountable for design, delivery, and quality. + Strong understanding of modern digital platforms, cloud-native engineering, and automation/AI capabilities. + Strong delivery leadership combined with deep expertise in modern digital engineering, Experience Design (XD), and AI-enabled platforms that power large-scale digital transformation. + Technically fluent in modern frameworks (i.e.. React, MUI, micro frontends, design systems), mobile-responsive architectures, digital content platforms, chatbots, event-driven services, and API-first integrations. + Experienced people management leader. + Exceptional leadership and communication skills, with ability to influence at executive levels. + Proven ability to manage complex, large-scale delivery portfolios with multiple interdependencies. + Strong vendor management and negotiation capabilities, with accountability for partner performance. + Deep understanding of agile-at-scale delivery methods and modern digital solution delivery. + Ability to lead through ambiguity and drive modernization across technology and business teams. + Strong technical judgment and ability to guide decision-making in complex, multi-platform environments. **Preferred:** + Master's degree. + Certifications in Agile/SAFe, PMP, or equivalent are desirable. The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $131,991.00 - $245,127.00 per year The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for commission. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market. Brand: Trustmark Come join a team at Trustmark that will not only utilize your current skills but will enhance them as well. Trustmark benefits include health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.

Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. **About the role** Senior member of the Finance team supporting all aspects of financial reporting, analysis, and accounting for the Enterprise IT Department. Directly responsible for direction, oversight, and reporting of key financial and operational metrics for IT and the broader Trustmark Company. Responsible for monthly forecasting, timely business review processes, management of the annual budget process and various analyses designed to improve transparency and discipline around financial decisions. Key liaison to various other functional areas, both within IT, and across the organization. **Key Accountabilities** + Manage total IT spend including EPMO projects and determining post project impact on IT costs + Act as key finance support to CIO, informing of expense trends, financial impact of IT initiatives, considerations of contract renewals and deviations in timing of projects + Design, build, and manage a robust portfolio of financial reports to support both financial and IT operational metrics via an automated and repeatable dashboard solutions. + Leverage recommended best practices for use of reports and metrics by all levels of IT ,as well as the business units and functions. + Deliver monthly and annual reporting of resource and expense level actual and forecasted budgetary performance, with analysis of current spend, projected spend and consolidation of budget detail + Prepare and analyze month-end and variance reports. Ensure accurate and timely reporting and analysis of financial data. + Research, analyze and document moderate to complex financial analysis in support of IT projects and initiatives. + Serve as primary liaison between IT and Finance to ensure financial accounting needs are met. Act as a focal point for interpretation of accounting policies and procedures. + Ensure appropriate accounting of IT expenditure in partnership with EPMO and other involved departments or functions and ensure accuracy of project-level and financial accounting. + Provide accounting expertise to IT when special projects arise. Present accounting information to IT Leadership team. + Preparing CBAs for IT investment proposals + Developing logical chargeback strategy to include billing and cost allocations of Enterprise Technology Services. + Partner with the IT leadership team and various business divisions to analyze service components, gather cost details, and develop service pricing structure. + Create and maintain formal documentation of key IT Financial Management processes + Other duties as needed/assigned. **Minimum Requirements** + 4 Year college degree required with concentration in Finance, Accounting, or related field. + +10 years of experience in Finance and/or Accounting + 2-5 years of experience supporting finance in IT function. + Strong verbal & written communication skills with ability to create clear, concise executive quality presentations. + Strong problem-solving skills, analytical orientation, and an ability to structure an issue and analyze alternative solutions. + Demonstrated skills in fact-based analysis, presentations, and highly collaborative interpersonal interactions. **Preferred:** + MBA and or CPA. + Skilled at data mining & producing business intelligence type reporting for management information. + Strong technical skills in Tableau, Longview, Excel & Access. The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $133,593 - $199,476 per year The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market. Brand: Trustmark In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview. Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.