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Morgan Stanley jobs in Raleigh, NC - 113 jobs

  • Registered Client Service Associate

    Morgan Stanley 4.6company rating

    Morgan Stanley job in Raleigh, NC

    Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Goal oriented, self-motivated and results driven Reports To: Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $51k-71k yearly est. Auto-Apply 17d ago
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  • Client Manager - US Large Market

    American Express 4.8company rating

    Raleigh, NC job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio. **Job Responsibilities:** + Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition. + Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives. + Maintaining detailed understanding of the customers' business, their organizational goals and objectives. + Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities. + Interface with various divisions of American Express to develop and implement customized and strategic account plans. + Achieve portfolio growth and retention targets. + Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders. + Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions. + Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth. + Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients. + Identify and develop relationships with decision-makers within client organizations to influence program management and growth. **Qualifications:** + Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following: + Must possess a sense of urgency to drive results. + Experience with managing complex and challenging clients. + Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio. + Demonstrate a deep resilience to drive results and win. + Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process. + Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth. + Proven relationship management skills demonstrating a comfort level and effectiveness in seeking out and establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies + Demonstrate effective oral and written presentation and communication skills, with the ability to influence internal and external partners. + Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance. + Ability to effectively present products, technical solutions, and financials to clients in a strategic manner. + Must be able to work in a virtual environment + Ability to effectively influence and manage change and display solid leadership skills. + Sells with integrity, in alignment with compliance and internal partner business requirements. **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25023645
    $89.3k-150.3k yearly 15d ago
  • Analyst Data Governance & Management

    American Express 4.8company rating

    Apex, NC job

    **You Lead the Way. We've Got Your Back!** At American Express, our culture is built on a 175-year history of innovation, shared values and leadership behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Enterprise Data Management & Products (EDMP), a key part of our Technology organization, focuses on delivering data products that fuel business growth and unlock value, while also shaping robust data management strategies and governance solutions. Our aim is to propel growth, unlock potential, enhance efficiency, manage risk, and foster talent. By prioritizing enterprise growth across all sectors, we create solutions that enhance satisfaction and value, streamline operations for scalability, and maintain trust and security. **Brief Role Descriptions:** This role will work across the Enterprise to support the implementation of data retention and deletion requirements globally, across all Business Units. It will involve extensive collaboration with multiple partners across enterprise-wide functions, international markets, and legal entities. **Primary Responsibilities:** + Support the development and implementation of Enterprise Data Office strategies, standards, processes, and procedures, including the Enterprise Record Management Operating Standard, procedures, and related guidance. + Collaborate with key stakeholders including the Enterprise Data Office, Business Unit Data Offices, Front-Line Business Units, Global Privacy Oversight, Information Security, Legal, and Global Records Management teams to ensure strategic alignment. + Support the integration of Policy, Standards, and Procedures into key processes across the Enterprise. + Support the creation of materials for regular updates to Enterprise partners, including senior level stakeholders.` **Qualifications Requirements** :A successful candidate will have: + 2-3 years of experience in Financial Services or Consulting. + Prior experience with data programs. + Strong relationship skills and communication. + Ability to manage multiple priorities. + Bachelor's degree in finance, Business, Risk Mgmt., or related field **Qualifications** Salary Range: $78,000.00 to $124,750.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Data Mgmt and Analytics **Primary Location:** US-North Carolina-Amex - for internal use only **Schedule** Full-time **Tags** 1LOD_Data-EDO **Req ID:** 25020413
    $78k-124.8k yearly 60d+ ago
  • Senior Project Manager - Land Development

    Blackrock Resources 4.4company rating

    Raleigh, NC job

    Title: Senior Project Manager - Land Development Pay: $145K - $170K Type: Direct hire Industry: Civil Engineering Responsibilities * Manage and deliver land development projects including stormwater management, grading, water/sanitary sewer, and erosion/sediment control design * Lead project planning, scheduling, and execution to meet deadlines and budgets * Oversee quality control and ensure compliance with regulatory agency requirements * Prepare proposals, scopes, budgets, and manage project financials (invoices, receivables) * Build and maintain strong client relationships, while pursuing new business opportunities * Mentor, hire, and train new staff to grow a high-performing civil/site development team * Provide oversight and guidance on permitting and construction activities Qualifications * Bachelor's degree in Civil Engineering (required) * Professional Engineer (PE) license * 10+ years of site design experience in land development * Expertise in stormwater management, hydraulics, hydrologic analysis, grading, and site development * Proficiency with AutoCAD (Civil 3D experience preferred) * Knowledge of city, county, and state land use processes and regulations (NC experience preferred) * Strong leadership, client management, and financial management skills All applicants must be able to work in the United States without current or future sponsorship #LI-AD1
    $145k-170k yearly 25d ago
  • Senior Home Lending Advisor - Raleigh NC

    Jpmorgan Chase & Co 4.8company rating

    Raleigh, NC job

    JobID: 210228204 JobSchedule: Full time JobShift: : Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job responsibilities * Coaches and mentors the branch team by providing training on products and services. * Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services. * Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts. * Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships. * Builds role as the internal and external mortgage expert and maintains good relationships with customers. * Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required qualifications, capabilities, and skills * Bachelor's degree or equivalent work experience in sales and/or real estate * 3+ years of mortgage lending and proven sales experience in retail banking * Knowledge of real estate market in local area * Excellent written and oral communication skills * Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills * FHA/VA sales experience * Marketing, promoting, relationship building, and consulting skills * Intermediate PC skills in a Windows environment This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **********************************************************************
    $40k-77k yearly est. Auto-Apply 60d+ ago
  • ETS VP, Exam & Audit Management

    American Express 4.8company rating

    Apex, NC job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? At American Express, our culture is built on a 175-year history of innovation, shared values and leadership behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. We are seeking a Vice President of Enterprise Technology Services (ETS) Exam & Audit Management to lead a high-performing team responsible for managing all regulatory exams, internal audits and oversight reviews which intersect with ETS. The ETS Exam & Audit Management team ensures regulatory expectations, risk management requirements and industry best practices are consistently embedded in the way we design, operate and govern Technology and Information Security at American Express. This leader will partner with Senior Leaders and Subject Matter Experts (SME) to navigate complex regulatory expectations, manage relationships between global regulators and internal stakeholders and collaborate across all lines of defense to manage, mediate and report on fieldwork and open actions. The ideal candidate brings proven experience articulating control effectiveness, driving operational resilience and elevating exam and audit readiness across a global, multi-disciplined technology organization. Additionally, the ideal candidate will provide consultative guidance in drafting self-identified issues (SIIs) and corrective actions with ETS SMEs and Control Management teams and will support Management Action Plans (MAPs), Matters Requiring Attention (MRAs), and other regulatory or audit-related remediation across ETS. The VP, ETS Exam & Audit Management will: * Manage end-to-end regulatory engagements, internal audits, second line reviews, and external assessments for Technology, Data, and Information Security programs, processes, and procedures. * Interpret scope and clarify key regulations, expectations and emerging supervisory themes, guiding ETS leaders and SMEs through preparation, fieldwork and post-review follow-up activities. * Conduct readiness sessions by aligning controls to scope and identifying gaps or potential Self-Identified Issues (SIIs). * Collaborate with ETS teams to demonstrate control effectiveness, foster operational resiliency and embed a culture of continuous improvement. * Build and maintain a robust, transparent and accurate operating cadence for all audit and exam activities - tracking schedules, deliverables, results and commitments. * Partner across RELM, IREM, IAG and 2LOD stakeholders to ensure consistent data, aligned reporting and unified messaging across all lines of defense. * Deliver concise, high-impact management reporting, risk metrics and insights that enable informed decision making and provide risk awareness. * Influence and set the strategic direction and roadmap for the ETS Exam & Audit Management program. * Build, lead and develop a team of experienced professionals, including talent strategy, succession plans and collaborative team culture. * Operate as a key member of the extended Tech Risk and Information Security leadership team, contributing to enterprise-wide security, compliance and governance initiatives. Required Qualifications: * 10 years' experience in technology risk, IT governance or IS Operations including 5 years in a senior technology leadership role within a regulated environment. * Minimum 5 years' of direct experience working with global regulators (e.g. OCC, FRB, FCA). * Strong technical fluency (SDLC, Information Security, Infrastructure, Cloud distributed systems, service management, vendor management) to engage credibly with technical teams and senior technology leadership. * Demonstrated ability to align risk govern strategy with business objectives and communicate with clarity at the executive level. * Proven ability to influence senior stakeholders across all lines of defense, Internal Audit, driving accountability and constructive challenge. * Expertise in designing and executing process governance frameworks that meet regulatory expectations and strengthen operational discipline. * Experience interacting with regulators and managing regulatory expectations related to technology risk. * Strong analytical, problem-solving and data driven decision-making skills. * Track record of successfully managing large, diverse and globally distributed teams. * Experience in financial services or similarly complex, regulated industries. Preferred Qualifications: * Bachelor's degree in Information Technology, Information Security, Computer Science, or related field; advanced degrees (e.g., MBA, MSc) or relevant professional certifications (e.g. CISA, CRISC, CISSP) are advantageous. * Experience in one or more of the following areas: o Translating operational risk strategy and appetite into execution guidelines o Monitoring and identifying issues with Key Risk Indicator (KRI) limits and risk appetite to ensure operational risks are managed within agreed thresholds o Implementing and maturing operational risk governance frameworks within a complex regulated environment. o Developing, communicating and ensuring adoption of operational risk procedures, standards and control expectations. o Supporting or leading operational risk components of regulatory exams, supervisory reviews or internal audit engagements. **Qualifications** Salary Range: $176,750.00 to $282,000.00 annually bonus equity (if applicable) benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** **Job:** Executive **Primary Location:** US-North Carolina-Amex - for internal use only **Other Locations:** US-Arizona-Phoenix, US-North Carolina-Charlotte, US-New York-New York **Schedule** Full-time **Req ID:** 26000121
    $176.8k-282k yearly 13d ago
  • Associate Relationship Banker - (New Build) New Bern - Raleigh, NC

    Jpmorganchase 4.8company rating

    Raleigh, NC job

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
    $35k-45k yearly est. Auto-Apply 7d ago
  • Senior Associate - CyberOps & Assurance (Incident Response)

    American Express 4.8company rating

    Raleigh, NC job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** American Express is on a mission to provide the world's best customer experience every day. Rooted in this vision is the work of the Technology Risk & Information Security organization, empowering the company to deliver superior service through trust, security, and safety. Our culture is centered around passion, curiosity, and courage, enabling you to innovate and evolve a Fortune 100 company. You can help us achieve this mission! Are you ready to protect one of the most admired brands from today's, and tomorrow's advanced threats? American Express seeks to recruit a passionate, and experienced security analyst for its security operations & incident response team. This is a hands-on, technical role performing incident response activity ranging from pre-incident (preparation), active incident, to post incident. You will be a key technical resource in conducting investigations, performing analysis, identifying TTPs, building the attack narrative, and taking response actions. You are a motivated professional that will assist with people, processes, and technology that empowers the team to investigate sophisticated threats. This role requires critical thinking, innovative problem solving, leading analysis, and effective communications. **Responsibilities** + Perform triage and analysis for cyber security events across multiple platforms using data across diverse sources (e.g., firewalls, EDR, IDS/IPS, identity, application logs). + Recognize attacker tactics, techniques, and procedures as well as Indicators of Compromise (IOCs) / Indicators of Attack (IOAs) that can be applied to current and future investigations. + Investigate and respond to cyber security incidents, supporting all stages of the incident lifecycle including identification, containment, eradication, and recovery efforts. + Contribute to team projects, process improvement, and development of new capabilities. + Curate a world class security operations and incident response team with a relentless focus on innovation and continuous improvement. + Assess and develop incident response best practices to help mature the overall security operations of the organization. + Make recommendations for improving enterprise risk posture based on individual research and technical expertise. + Stay current on industry trends, attack techniques, mitigation techniques, and security technologies. + Produce high-quality written and verbal reports, recommendations, and actions. **Minimum Qualifications** + 1-3 years of experience in information security + Solid foundation of network and application protocols and concepts (tcp, ip, dns, http, dhcp, etc). + Experience with various network and/or host-based security tools to detect and respond to security events. + Experience with log analysis using SIEM/SOAR platforms. + Theoretical and practical security knowledge and investigation experience with Mac, Linux, and Windows operating systems, as well as cloud environments. + Theoretical and practical knowledge in Incident Response lifecycles + Strong analytical, documentation, and communication skills. + Applicable certifications such as Security , CySA , GSEC, GCIH, GCIA, CEH, CISSP **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Security **Primary Location:** United States **Schedule** Full-time **Req ID:** 25023610
    $89.3k-150.3k yearly 9d ago
  • Treasury Management Officer - Commercial & Specialized Industries - Executive Director

    Jpmorgan Chase & Co 4.8company rating

    Raleigh, NC job

    JobID: 210691561 JobSchedule: Full time JobShift: : Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. Job responsibilities * Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships * Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning * Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework * Lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews * Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions * Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms * Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships Required qualifications, capabilities, and skills * 10+ years of cash management, sales and relationship management experience * Success developing new business with focus on prospecting utilizing strong selling and negotiation skills * Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy * Excellent verbal and written communication skills * Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization * Strong time management, organizational and planning skills * Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Preferred qualifications, capabilities, and skills * Bachelor's degree * Certified Treasury Professional designation * Strong creative solution and problem-solving abilities
    $129k-188k yearly est. Auto-Apply 49d ago
  • Senior Software Engineer

    American Express 4.8company rating

    Raleigh, NC job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **About the Role** This role is part of the Commercial Loyalty engineering team, responsible for building and operating backend platforms that power loyalty, benefits, and partner experiences for Commercial customers. As a Software Engineer II, you will be a strong backend-focused individual contributor who designs, builds, and maintains reliable, scalable services and data systems. You will work closely with senior engineers, engineering managers, product partners, and cross-functional teams, contributing to core platform capabilities while continuing to grow your technical depth and mentorship impact. **Key Responsibilities** + Design, develop, test, deploy, and maintain **backend and server-side systems** , with a focus on scalability, reliability, and data integrity. + Build and evolve **API-driven services** , including RESTful and service-oriented architectures, that support Commercial Loyalty use cases and integrations. + Contribute to the design and implementation of **transactional and analytical data systems** , ensuring correctness, performance, and scalability. + Work with **batch and streaming data pipelines** to support data ingestion, processing, and downstream consumption across the Loyalty platform. + Apply sound **data architecture and platform design** principles to support long-term maintainability and extensibility. + Ensure **data quality** through validation, testing, monitoring, and thoughtful schema and contract design. + Participate in technical design discussions, contributing ideas and helping evaluate tradeoffs related to system design, APIs, and data flows. + Write clean, maintainable, well-tested code that adheres to established technical standards and best practices. + Contribute to and improve **automated testing strategies** , including unit, integration, and service-level tests, to ensure high confidence in changes. + Review code for accuracy, quality, and maintainability, providing constructive feedback and helping raise overall code quality. + Support **observability and monitoring** for backend and data systems, helping teams detect, diagnose, and resolve issues effectively. + Provide **technical mentorship** to junior engineers through code reviews, pairing, and knowledge sharing, fostering engineering excellence and continuous learning. + Collaborate closely with product managers, business partners, and cross-functional teams to translate requirements into robust technical solutions. + Participate in Agile development practices such as sprint planning, stand-ups, demos, and retrospectives. **Education and Knowledge** + Bachelor's degree in Computer Science, Computer Engineering, or comparable experience; advanced degree preferred. + Knowledge of distributed (multi-tiered) systems, algorithms, relational databases, and NoSQL technologies. + Familiarity with backend frameworks, data stores, and messaging systems used to build and operate enterprise platforms. + Understanding of tools and practices used to plan, design, build, test, deploy, and monitor backend applications and data systems. **Work Experience and Qualifications** + Professional experience in software engineering or a related role, with emphasis on **backend or server-side development** . + Experience designing and implementing APIs (REST and/or SOA-style services). + Experience working with **transactional and analytical data systems** , including relational and NoSQL databases. + Experience with **batch and/or streaming data processing** systems. + Experience with automated testing practices and test strategies for backend services. + Experience applying code quality, maintainability, and technical standards in a team environment. + Experience working in Agile software development environments (Scrum and/or Kanban). **Qualifications** Salary Range: $123,000.00 to $215,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Technology **Primary Location:** United States **Schedule** Full-time **Req ID:** 26000229
    $123k-215.3k yearly 7d ago
  • Senior Manager-Payments Consulting- US Debit

    American Express 4.8company rating

    Raleigh, NC job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** + Advance adoption of Amex debit capabilities + Manage processing partner relationships, integrations, and compliance; regularly engage with external partners on debit + Develop thorough documentation and operationally sustainable processes to ensure consistent results + Negotiate complex contracts with partners and customers + Create and expand relationships with key external debit partners + Develop technical proficiency and requisite fluency with network capabilities, including connectivity, specifications, and processes + Collaborate broadly, sharing roadmap and interoperability considerations, and thought-leadership regarding U.S. debit norms + Build strong positive relationships within Amex, including network, issuing, legal, pricing, policy, technology, and relationship management teams + Maintain deep and current knowledge about the payment services industry, debit and U.S. market trends, new and existing technologies, products, and services **Minimum Qualifications:** + Minimum 3 years' experience in the processing and acquiring of U.S. debit cards with processor, debit network, or acquirer + Sound technical aptitude, analytical, and problem-solving skills + Demonstrated ability to guide, contribute to, and execute on strategies to deliver outcomes aligned to business goals in matrixed organizations + Experience negotiating complex contracts with partners and/or customers + Proven ability to build, maintain, and leverage strong relationships with internal and external stakeholders, including industry partners + Track record of leading through change, challenging the status quo, and leading and producing results with or without authority + Excellent communication and interpersonal skills with the ability to articulate and illustrate complex issues in a simple, non-technical manner + Strong work ethic and organizational skills, with high level of intellectual curiosity, initiative, drive, and attention to detail + Potential travel required within U.S. (~10%) + Bachelor's degree or equivalent industry experience required. **Preferred Qualifications:** + Expansive and active network across payments industry. **Qualifications** Salary Range: $103,750.00 to $174,750.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Network **Primary Location:** United States **Other Locations:** US-Arizona-Phoenix, US-New York-New York **Schedule** Full-time **Req ID:** 25021234
    $103.8k-174.8k yearly 60d+ ago
  • 2027 Investment Banking Summer Analyst- Multiple Locations

    Raymond James Financial, Inc. 4.7company rating

    Raleigh, NC job

    **One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. ** Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected, and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. **Job Summary** _Investment Banking Summer_ _Analysts_ _(part of the Capital Markets & Advisory area)_ are given a high level of responsibility on matters of business significance in a specific industry or product-focused team. Summer Analysts work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory for a specified period of time. Summer Analysts will enhance their financial analysis skills, develop a deep understanding of capital markets and clients, and contribute and generate ideas on projects with significant scope and impact. Summer Analysts are expected to work on every aspect of the transaction process, including high-level research projects, creation of original work product and presentations, and participation in drafting sessions, new business proposal sessions, and due diligence meetings. **Essential Duties and Responsibilities** + Develop financial models to assess debt and equity financing alternatives for transactions. + Perform valuation methodologies, comparative companyanalysisand discounted cash flow analysis on target companies. + Provide meaningful input to equity offerings, valuations, private placements,mergersandacquisitionsadvisories. + Research, analyze,presentand document drafting elements of a developing transaction. + Collaborate with Senior Bankers to develop strategies for client presentations and create unique materials. + Analyze current events in respective industry groups and provide meaningful input about the impact of critical issues in the news that are relevant to current and prospective clients and deals. + Maintain group databasesas requested for research and analysis. + Perform other duties and responsibilities as assigned, including duties requiring independent judgment and discretion on matters of significance to the business. **Knowledge of** **:** + Fundamental concepts,practices,and proceduresof Investment Banking. + Fundamental investment concepts,practicesand procedures used in the securities industry. + Concepts, practices and proceduresof Tax and Accounting. + Financial markets and products. **Skill i** **n:** + Communicating effectively, both orally and in writing. + Analytical skillssufficientto assess and explain events in the market. + Problem solving and solution design skills. + Thinking independently and developing ideas and strategies. + Utilizing technology and systems to produce reports,communicationsand presentations. **Ability to** **:** + Gather information,identifylinkages and trends, and apply findings to reports. + Attend todetail whilemaintaininga big picture orientation. + Remaincognizantof our commitment to daily workflow and regulatory compliance during high volume activity. + Think independentlyon matters of significancein order tomarket ideas. + Organize,manageand track multiple detailed tasks and assignments withfrequentlychanging priorities in a fast-paced work environment. + Establish andmaintaineffective working relationships at all levels of the organization. + Utilize judgment and discretion to work independently as well as collaboratively within a team environment. + Assume full responsibility and accountability forownactions. + Demonstrate uncompromising adherence to ethical principles. + Be proactive anddemonstratereadiness and ability toinitiateaction. **Education/** **Previous** **Experience** **:** + Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD). + Currentlyenrolled in an accreditedundergraduate degree program. OR ~ + Any equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** + Nonerequired. **Location: Multiple Locations**
    $66k-87k yearly est. 34d ago
  • Manager - Risk Management

    American Express 4.8company rating

    Apex, NC job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** Operational Resilience is the ability of an organization to withstand, adapt to, and recover from unexpected disruptions such as cyberattacks, natural disasters or technical failures. It extends beyond business continuity by addressing both internal and external risks that could impact the delivery of products or services. Operational Resilience involves anticipating potential disruptions, strategizing preventive measures, and ensuring the organization can continue serving its customers without interruption during such events. Operational Resilience program is part of the Business Continuity Management (BCM) team in Enterprise Shared Services (ESS) at American Express. This team works with colleagues across the Company to implement and oversee resilience, continuity, and response capabilities to safeguard employees, customers, and products and services. The team coordinates planning and preparedness for potential service disruptions and other crises. The team also coordinates global or regional crisis responses, monitors developing issues while assessing organizational preparedness, and drives after-action crisis analyses and reporting for senior leaders. As the Manager of Operational Resilience, you will be part of a team of professionals assisting to design and implement the operational resilience program across the enterprise, to be compliant with interagency guidance on operational resilience. In addition, you will also be responsible for supporting crisis monitoring and reporting for potential enterprise operational disruptions and crisis response for actual disruptions. **Key** **Responsibilities but not limited:** + Collaborate with various stakeholders to develop and implement the Operational Resilience framework, including but not limited to: + Creation and maintenance of procedures, and standards. + Engage in depth reviews to establish and maintain the Critical Business Services (CBSs) including mapping of dependencies to locations, people, third parties, and systems, and defining impact tolerance levels for potential outages. + Conduct resilience assessing initiates - including Critical Business Services scenario testing, in collaboration with the CBS owner and related operational programs, such as Information Security, Information Technology, Operational Risk and Third Party Risk Management. + Serve as trusted advisor, offering constructive feedback and challenge resilience plans. + Support Operational Resilience reporting to required committees and AXP Board. + Partner with operational resilience teams in international markets to ensure consistent implementation of operational resilience framework. + Stay updated on industry trends and evolving global regulatory requirements around Operational Resilience. **Minimum Qualifications:** + Minimum of 5-7 years of experience in operational resilience, business continuity, crisis management, or operational risk. + In-depth understanding of regulatory expectations related to operational resilience (e.g., regulatory frameworks from the OCC). + Strong project management and organizational skills, with ability to drive initiatives across multiple business lines. + Excellent communication and stakeholder management skills, including experience presenting to senior leadership. + Demonstrated ability to analyze complex processes, identify critical dependencies, and design practical resilience solutions. **Preferred Qualifications:** + Master's degree in business administration, Risk Management, or a related discipline. + Professional certifications such as BCI (Business Continuity Institute), Disaster Recovery International Institute - DRII certification (e.g. CBCP), ISO 22301 Lead Implementer, or CISSP/CISM for those with a technology focus. + Experience in enterprise-level resilience strategy development, ideally within financial services or other regulated industries. + Strong understanding of emerging risks, third-party risk management, and critical service mapping. + Proven ability to partner with cross-functional teams (Technology, Risk, Compliance, Operations) to embed resilience principles. + Familiarity with data analytics and reporting tools to assess and monitor operational resilience performance metrics. **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Risk **Primary Location:** US-New York-New York **Other Locations:** US-North Carolina-Amex - for internal use only **Schedule** Full-time **Req ID:** 26000742
    $89.3k-150.3k yearly 6d ago
  • Director - Issues, Events & Remediation Enterprise Digital

    American Express 4.8company rating

    Apex, NC job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The newly formed Enterprise Technology Services (ETS) Risk & Control Lead, Enterprise & Digital Platforms and Risk Reduction team, are dedicated to driving effective Operational Risk strategies as the Enterprise undergoes the transformation to strengthen our Risk Management programs, pillars and enablement functions. With the growing importance of Issues, Events & Remediation Management and based on the complexity of the Enterprise Digital (ED) team, this role will be responsible for all end-to-end Issues, Events & Remediation management and act as a single point of contact for the ED leadership team. The leader will deliver large-scale change to implement operational efficiencies and operationalize the ERM and ORM policies and process changes. This includes increasing inventory data quality and meeting milestones and providing increased clarity and oversight of the inventory. **How will you make an impact in this role?** The Director, Issues, Events & Remediation, Enterprise Digital will: + Ensure investigation and root cause analysis is conducted to address repeated issue types + Perform quality assurance on documentation of Issue/ORE type, urgency, severity/impact (e.g., impact analysis), and investigate as necessary to understand and address the root causes and + Oversee the remediation process, including tracking progress, validate resolution efficacy, and communicate status updates to stakeholders to embed accountability along the process, collaborating with other Operational Risk Management (ORM) teams as necessary + Document and maintain records of issues/OREs and remediations to ensure transparency and accountability in the issue management process + Conduct thematic analysis to identify trends in issues and events to identify potential systemic risks or control weaknesses within BU processes + Support and oversee the End-to-End (E2E) issue resolution process, embedding accountability and ensuring lessons learned are integrated into future ORM practices + Perform sample testing of issues to ensure resolution is complete and effective and drive improved inventory quality + Opine on and engage with owning BU on specific control enhancements related to issues, ensuring senior leaders have clarity on roles and responsibilities to drive the desired changes + Engage with key stakeholders, including business unit leaders, compliance officers, and regulatory bodies, to facilitate effective issue management and resolution + Prepare and present detailed reports on issue status, trends, and outcomes to senior management and governance committees + Be a key leader for sharing insights, better practices, themes, etc. across the enterprise **Minimum Qualifications:** + Demonstrated experience in operational risk management (e.g., within Risk and/or Internal Audit function) Understanding of critical operational risk management lifecycle activities + Excellent program management, communication, and interpersonal skills, with an ability to interact with and obtain buy-in from senior business unit / Tech counterparts + Expertise in process governance, with a track record of establishing and overseeing robust decision-making processes that align with policies, regulatory frameworks, and/or operational standards + Experience within the financial services industry + Strong analytical and problem-solving skills, with an ability to analyze data, identify themes and trends, and evaluate risk scenarios effectively + Demonstrated history and ability to manage large teams, spread over geographies and with varying backgrounds and ensuring efficient flow of work with advanced project & program management skills - including effective forecasting and capacity planning methodologies. + Control enhancement expertise and risk analysis. + Mature change management and operations including reporting and operational efficiencies. + Strong people leadership experience leading teams in Technology, Risk and or Governance based roles + Advanced stakeholder communications with senior leaders to provide clarity on status and actions to drive desired outcomes. **Preferred Qualifications:** + Bachelor's Degree in Finance, Business, Risk Mgmt., or related field; advanced degrees (e.g., MBA, MSc) or certifications are advantageous + Experience in at least one of the following: + Scoping, prioritizing, and support remediation of operational issues + Investigating and conducting root cause analysis to address repeated operational risk issue types + Performing quality assurance on documentation of operational risk issues and events + Overseeing the remediation process for operational risk issues and events + Documenting and maintaining records of operational risk issues and events to ensure transparency and accountability + Supporting and overseeing the E2E issue resolution process, embedding accountability and ensuring lessons learned are integrated into future operational risk management practices **Qualifications** Salary Range: $144,250.00 to $256,250.00 annually bonus equity (if applicable) benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** * Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Technology **Primary Location:** US-North Carolina-Amex - for internal use only **Schedule** Full-time **Req ID:** 25023379
    $67k-83k yearly est. 15d ago
  • Civil Project Manager - Transportation

    Blackrock Resources 4.4company rating

    Raleigh, NC job

    Civil Transportation Project Manager Direct Hire Raleigh, NC $130,000-$150,000 based on experience + benefits (401(k) matching plan, medical, dental, and vision coverage, flexible working conditions, educational assistance, in-house training programs, and more.) Employee ownership. Duties and Responsibilities Managing transportation projects from inception to completion, including planning, design, construction, and project closeout. Responsible for overseeing all aspects of project delivery, including budgeting, scheduling, resource allocation, and quality control. * Manage all phases of transportation projects, including planning, design, construction, and project closeout * Develop project scopes, budgets, and schedules * Coordinate with clients, stakeholders, and project team members to ensure project goals are met * Manage project budgets and resources to ensure projects are completed on time and within budget * Provide technical guidance and support to project team members * Prepare and review project deliverables, including reports, presentations, and drawings * Ensure project compliance with all relevant regulations, codes, and standards * Monitor and report on project progress to clients and senior management * Identify and mitigate project risks Qualifications: * Bachelor's degree in Civil Engineering, Transportation Planning, or related field * Professional Engineer (PE) license required * Minimum of 10 years of experience managing transportation projects * Strong project management skills, including budgeting, scheduling, and resource management * Excellent communication and interpersonal skills * Proficiency in project management software and tools * Knowledge of transportation planning and design principles * Experience working with government agencies and stakeholders preferred Please apply direct at www.blackrockres.com under the careers tab or email your resume to jjenkins@blackrockres.com #LI-JJ1
    $130k-150k yearly 25d ago
  • Senior Manager - Financial Systems

    American Express 4.8company rating

    Apex, NC job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** The Data Sourcing Architect Manager is a critical role in Financial Reporting Quality Assurance Organization (FRQA) within Corporate Controllership, in support of the Regulatory Reporting Automation program. This role is responsible for driving the definition, gathering, exploration, and analysis of finance data and its data sources to deliver the end-to-end automation for our regulatory reporting platforms. The Data Sourcing Architect team oversees the data mapping, profiling and source to target (S2T) analysis mapping for new data requirements of our regulatory reporting automation and systems, as well as leading the coordination / orchestration of the close partnership between Product Owners, Report / Business Owners, Technology and Data Testing teams to determine data / product features of the data solution are put into production with the highest degree of confidence of the data flow and data system requirements or the deactivation / decommission of data sets of financial data systems. The Data Sourcing Manager must be a highly analytical, organized, and data-driven professional responsible for defining and executing regulatory data sourcing strategies, leveraging AI-driven automation, intelligent data quality monitoring, and predictive analytics to advance regulatory reporting transformation **Key Responsibilities:** + Collaborate with business stakeholders to understand the data needs for regulatory reporting, Translate the business requirements into technical specifications for data solutions + Develop and implement data management strategies for Regulatory Reporting Data Domain(RRDD), Design and maintain RRDD data models to support regulatory reporting and ensure its scalable and flexible + Partner with product and technology teams to implement data solutions for regulatory reporting, Monitor and optimize data systems for performance and efficiency + Strategic planning to migrate the existing reports Y9C, Y14, Basel and Call reports to RRDD - Regulatory Reporting Data Domain + Collaborate with data governance team to define standards and ensure data quality and consistency in RRDD + Data sourcing gap analysis and profiling of attributes for Fast Forward and regulatory reports automation + Strategic thinking and conduct data analysis on existing processes and datasets to understand and support Point of Arrival (POA) process designs including migration of RRDD tables from Cornerstone to Lumi - Big query + Manage data analysis efforts to determine portfolios, data elements and grain of data required for designing processes to review data scenarios, providing clarification on how to report on these scenarios in alignment with regulatory guidance. + Drive innovation through AI, machine learning, and data intelligence, identifying opportunities to enhance data sourcing, validation, and reconciliation processes. + Implement AI-powered data quality monitoring and predictive analytics models to detect anomalies, improve accuracy, and streamline regulatory reporting workflows. + Leverage generative AI tools and automation frameworks to transform requirement documentation, metadata management, and data lineage tracking. + Serve as a bridge between Report Owners, Product Teams, Technology, and Data Testing to ensure that data products meet regulatory and operational expectations. + Present complex data sourcing strategies and findings to senior and executive leadership with clarity and actionable insight. **Minimum Qualifications:** + Bachelor's Degree in Finance and/or Computer/Data/Information Technologies. + 8 years of experience in banking, regulatory reporting, financial data management, or data architecture. + 5 years in data sourcing, analytics, and system integration within complex financial environments. + Proven experience with U.S. regulatory reports (Y9C, Y14, FR2052a, Basel, Call Reports). + Proficiency in SQL, Google BigQuery and Python, with hands-on experience in data modeling and transformation. + Experience with cloud-based data platforms (GCP) and AI/ML pipelines. + Demonstrated understanding of AI fundamentals such as supervised learning, data labeling, model validation, and prompt engineering. + Experience applying machine learning and predictive analytics for financial data analysis or anomaly detection. + Strong communication and presentation skills, able to articulate complex AI and data topics in business-relevant terms. **Preferred Qualifications:** + Experience developing regulatory data domains or data platforms for large-scale financial institutions. + Experience with data migration and product management in regulatory environments. + Exposure to testing management and data validation frameworks. + Understanding of foundational data architecture principles and metadata management. + Certified Data Management Professional (CDMP) or equivalent certification preferred. **Qualifications** Salary Range: $123,000.00 to $215,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Depending on factors such as business unit requirements, the nature of the position, cost and applicable laws, American Express may provide visa sponsorship for certain positions. **Job:** Finance **Primary Location:** US-North Carolina-Amex - for internal use only **Schedule** Full-time **Req ID:** 26000568
    $123k-215.3k yearly 7d ago
  • Senior Home Lending Advisor - Durham NC - Durham 9th Street Branch

    Jpmorgan Chase & Co 4.8company rating

    Durham, NC job

    JobID: 210680524 JobSchedule: Full time JobShift: : Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job responsibilities * Coaches and mentors the branch team by providing training on products and services. * Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services. * Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts. * Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships. * Builds role as the internal and external mortgage expert and maintains good relationships with customers. * Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required qualifications, capabilities, and skills * Bilingual fluency in English and Spanish * Bachelor's degree or equivalent work experience in sales and/or real estate * 3+ years of mortgage lending and proven sales experience in retail banking * Knowledge of real estate market in local area * Excellent written and oral communication skills * Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills * FHA/VA sales experience * Marketing, promoting, relationship building, and consulting skills * Intermediate PC skills in a Windows environment This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **********************************************************************
    $40k-77k yearly est. Auto-Apply 60d+ ago
  • Treasury Management Officer - Commercial & Specialized Industries - Executive Director

    Jpmorganchase 4.8company rating

    Raleigh, NC job

    Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. Job responsibilities Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework Lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships Required qualifications, capabilities, and skills 10+ years of cash management, sales and relationship management experience Success developing new business with focus on prospecting utilizing strong selling and negotiation skills Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy Excellent verbal and written communication skills Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization Strong time management, organizational and planning skills Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Preferred qualifications, capabilities, and skills Bachelor's degree Certified Treasury Professional designation Strong creative solution and problem-solving abilities
    $129k-188k yearly est. Auto-Apply 49d ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Cary, NC

    Jpmorganchase 4.8company rating

    Cary, NC job

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $48k-95k yearly est. Auto-Apply 10d ago
  • Manager, GMNS Compliance

    American Express 4.8company rating

    Apex, NC job

    Description - External At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The Global Merchant & Network Services (GMNS) organization is responsible for managing relationships with millions of Merchants and Partners around the world that facilitate American Express acceptance and enabling the day-to-day operations of our company's payment network. The people, processes, and technology that support this vital function are evolving to improve the merchant experience and economics. Within GMNS, the Global Strategy, Operations & Performance (GSOP) team's mission is to deliver a best-in-class premium merchant member experience that will get merchant to not only accept American Express but openly welcome and recommend us to their customers. We are seeking a detail oriented and proactive First Line of Defense (1LOD) Compliance Manager to support the business in managing compliance risk across products, processes, and customer interactions. This role plays a key part in ensuring that day-to-day operations align with regulatory requirements and internal policies, working closely with both business and compliance partners. The ideal candidate has strong regulatory knowledge, a process mindset, and the ability to translate risk concepts into practical actions. **Key Responsibilities:** ⦁ Act as a compliance risk advisor to front-line business teams, helping them understand and comply with applicable regulatory obligations. ⦁ Support the execution of compliance risk assessments and ongoing monitoring activities within the business unit. ⦁ Partner with operations, product, and technology teams to design and enhance controls that mitigate regulatory and operational risks. ⦁ Monitor business activities for compliance with laws, regulations, and internal standards (e.g., UDAAP, Fair Lending, Privacy, BSA/AML). ⦁ Track and remediate compliance issues and control gaps identified through monitoring, audits, or regulatory exams. ⦁ Maintain and update business-level compliance documentation, including procedures, control descriptions, and training materials. ⦁ Collaborate with second line Compliance and Legal teams on policy interpretation, regulatory change implementation, and incident response. ⦁ Support compliance testing, audit readiness, and business responses to regulatory inquiries and examinations. ⦁ Assist with delivery of compliance-related training to business staff. ⦁ Contribute to reporting of compliance metrics and trends to business leadership. ⦁ Provide input into completing the annual risk assessment plan ⦁ Escalate issues or violations of laws or regulations to senior management; monitor and escalate unresolved Corrective Actions ⦁ Partner with Enterprise Control Management team to establish QA activities for 1LOD to confirm execution and outputs of highly manual processes **Minimum Qualifications:** ⦁ 3 years of experience in compliance, risk management, or control-related roles in financial services. ⦁ Working knowledge of key U.S. banking regulations (e.g., BSA/AML, UDAAP, Reg E, Reg Z, Fair Lending, Privacy). ⦁ Experience supporting compliance or operational risk within a business or first line function. ⦁ Familiarity with issue management, risk assessments, and control testing processes. ⦁ Experience working in a matrixed environment or with cross-functional teams. **Preferred Qualifications:** ⦁ Bachelor's degree in business, finance, law, or a related discipline. ⦁ Compliance or risk certification (e.g., CRCM, CAMS, CCEP). **Key Competencies:** ⦁ Strong attention to detail and critical thinking skills ⦁ Ability to analyze regulatory requirements and apply them in a business context ⦁ Effective communication and relationship-building skills ⦁ Proactive, self-motivated, and comfortable managing multiple priorities ⦁ Sound judgment and problem-solving capabilities **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Compliance **Primary Location:** US-Arizona-Phoenix **Other Locations:** US-North Carolina-Amex - for internal use only, US-New York-New York, US-Florida-Sunrise **Schedule** Full-time **Req ID:** 26000849
    $89.3k-150.3k yearly 7d ago

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