Senior Manager jobs at Morgan Stanley - 31 jobs

JobID: 210639839 JobSchedule: Full time JobShift: : As a part of Fraud Strategy, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Fraud Strategy is all about thinking outside the box, challenging the status quo and striving to be best-in-class.. As a Check Fraud Strategy Vice President in Consumer and Community Banking, you will work closely with the fraud risk technical product team to deliver best in class fraud fighting capabilities to protect our customers. You will partner with the consumer and business banking, operations, technology and product teams. Our team leverages analytics to develop strategies and actions that balance the tradeoff amongst fraud losses, operational expenses driven by fraud strategies, and customer impacts from fraud prevention efforts. Job Responsibilities * Manage a team of fraud strategy professionals to monitor fraud trends in the portfolio * Develop insights around potential gaps in defenses and propose solutions using data from across the firm * Leverage advanced machine learning models and other advanced analytics * Develop strategies and actions that balance fraud losses, operational expenses, and customer impacts * Work closely with partners across the firm to develop a joint list of projects * Deliver solutions that keep the firm and customers safe from fraud while supporting business growth * Collaborate with the fraud risk technical product team to deliver best-in-class fraud fighting capabilities Required Qualifications, Capabilities, and Skills * Bachelor's or Master's degree * 7+ years of professional experience related to strategic analytics, risk management, or data science * Strong knowledge of programming language like SAS, SQL * Strong analytical, interpretive, and problem-solving skills with the ability to interpret large amounts of data to monitor and uncover behaviors and trends in fraudulent activity * Strong, clear, and concise written and verbal communication with ability to edit and prepare executive level communications. Proficient in Excel & PowerPoint * Ability to mentor and develop a team of analysts, managing their book of work to deliver on business objectives * Excellent organizational and project management skills; able to manage competing priorities under tight deadlines * Proven ability to collaborate and build strong partnerships. * Intellectual curiosity with a proven ability to learn quickly * High degree of initiative, self-direction, and ability to work well under pressure Preferred Qualifications, Capabilities and Skills * Prior experience working in Fraud risk, especially Check Fraud * Passion for problem solving To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).

As a part of Fraud Strategy, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Fraud Strategy is all about thinking outside the box, challenging the status quo and striving to be best-in-class.. As a Check Fraud Strategy Vice President in Consumer and Community Banking, you will work closely with the fraud risk technical product team to deliver best in class fraud fighting capabilities to protect our customers. You will partner with the consumer and business banking, operations, technology and product teams. Our team leverages analytics to develop strategies and actions that balance the tradeoff amongst fraud losses, operational expenses driven by fraud strategies, and customer impacts from fraud prevention efforts. Job Responsibilities Manage a team of fraud strategy professionals to monitor fraud trends in the portfolio Develop insights around potential gaps in defenses and propose solutions using data from across the firm Leverage advanced machine learning models and other advanced analytics Develop strategies and actions that balance fraud losses, operational expenses, and customer impacts Work closely with partners across the firm to develop a joint list of projects Deliver solutions that keep the firm and customers safe from fraud while supporting business growth Collaborate with the fraud risk technical product team to deliver best-in-class fraud fighting capabilities Required Qualifications, Capabilities, and Skills Bachelor's or Master's degree 7+ years of professional experience related to strategic analytics, risk management, or data science Strong knowledge of programming language like SAS, SQL Strong analytical, interpretive, and problem-solving skills with the ability to interpret large amounts of data to monitor and uncover behaviors and trends in fraudulent activity Strong, clear, and concise written and verbal communication with ability to edit and prepare executive level communications. Proficient in Excel & PowerPoint Ability to mentor and develop a team of analysts, managing their book of work to deliver on business objectives Excellent organizational and project management skills; able to manage competing priorities under tight deadlines Proven ability to collaborate and build strong partnerships. Intellectual curiosity with a proven ability to learn quickly High degree of initiative, self-direction, and ability to work well under pressure Preferred Qualifications, Capabilities and Skills Prior experience working in Fraud risk, especially Check Fraud Passion for problem solving

Are you ready to lead the charge in safeguarding our clients and firm from fraud? As a Vice President in Asset Wealth Management Fraud Management, you'll have the opportunity to design and implement a cutting-edge framework for risk-decisioning in investment activities. This role allows you to collaborate with technology partners, identify fraud trends, and develop strategies to protect against fraudulent transactions across various banking channels. You'll join a dynamic team that values innovation, flexibility, and attention to detail, offering ample room for career growth and development. Make a significant impact in a fast-paced environment where your critical thinking and problem-solving skills will shine. As a Vice President in Asset Wealth Management Fraud Management, you will play a pivotal role in establishing and maintaining a comprehensive framework for risk-decisioning in investment activities. You will design and implement strategies to monitor and manage fraud risks, ensuring the protection of both the firm and our clients from fraudulent transactions across multiple banking channels. By working closely with technology partners, you will identify fraud trends and develop rules to mitigate risks, providing top-tier fraud protection and remediation services. Your role is crucial in supporting our unique client base, and you will operate with an end-to-end focus in a dynamic and collaborative team environment. Join us to drive innovation and excellence in fraud management while advancing your career in a fast-paced setting. In this role, you will collaborate with Wealth Management Banking Operations and Asset Wealth Management Fraud Management to deliver client-focused solutions that support Mortgage, Credit, Trust & Estates Services, Tax, Deposits Middle Office, and Fraud Management for Private Bank and Wealth Management clients. You will be at the forefront of supporting business activities, delivering strategic projects, and automating processes using intelligent automation tools. Your expertise will be instrumental in managing challenging situations by offering fraud detection while minimizing operational costs. As our team and organization grow, your flexibility and ability to adapt to evolving business needs will be key. This position offers a unique opportunity to work in an environment that values creativity, strategic thinking, and proactive problem-solving. Job Responsibilities Develop, implement, and execute strategies, policies, and processes to manage and mitigate financial loss from fraudulent activities while balancing risk management and client experience. Create a target state framework and operating model for investment activity risk-decisioning and secure buy-in from senior leadership. Collaborate with internal technology, operations, legal, risk, and compliance partners to develop requirements for the target operating model and gain support. Lead the development of fraud detection capabilities through collaboration with the fraud prevention team and business units. Interpret complex data to formulate problem statements and draw conclusions about underlying risk dynamics and opportunities. Conduct data analysis, including data collection, synthesis, and translation of results into actionable solutions. Provide implementation support, including testing and process change management, ensuring compliance with Oversight and Control partners' requirements. Offer subject matter expertise for fraud escalations. Exercise initiative and judgment to resolve problems within established policies. Collaborate with industry peers to share best practices and trends. Required Qualifications, Capabilities, and Skills Bachelor's degree in a technology-related field or Finance. Five or more years of experience in technical analysis related to financial fraud. Seven or more years of experience in brokerage or fintech. Three or more years of direct people leadership experience. Experience with building or querying big data environments using languages such as SQL, Python, SAS, or Alteryx. Ability to analyze qualitative and quantitative data and convert raw data into useful insights to support business decisions. Skill in interpreting complex data to formulate problem statements and draw conclusions about underlying risk dynamics and opportunities. Proven ability to operate effectively in a matrix organization and work under pressure with tight deadlines. Demonstrates exceptional judgment and the ability to independently identify and escalate key issues, obtain appropriate information from further analysis, and develop actionable recommendations. Specific knowledge of core broker-dealer systems, operation of common broker-dealer products, applicable laws, and regulations, and how each may be impacted by fraudulent activities. Preferred Qualifications, Capabilities, and Skills Series 7, 9, & 10 or 7, 24, 4, and 53 certifications. Experience coordinating multiple projects to delivery and establishing a governance framework. Required or Additional Information Work schedules will vary within a full-time, 40-hour per week schedule. You must be willing to work during our operating hours, which may include evenings, weekends, and holidays. Specific information will be provided by the recruiter. Visa sponsorship is not available for this position.

As a part of Fraud Strategy, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Fraud Strategy is all about thinking outside the box, challenging the status quo and striving to be best-in-class.. As a Check Fraud Strategy Vice President in Consumer and Community Banking, you will work closely with the fraud risk technical product team to deliver best in class fraud fighting capabilities to protect our customers. You will partner with the consumer and business banking, operations, technology and product teams. Our team leverages analytics to develop strategies and actions that balance the tradeoff amongst fraud losses, operational expenses driven by fraud strategies, and customer impacts from fraud prevention efforts. **Job Responsibilities** + Manage a team of fraud strategy professionals to monitor fraud trends in the portfolio + Develop insights around potential gaps in defenses and propose solutions using data from across the firm + Leverage advanced machine learning models and other advanced analytics + Develop strategies and actions that balance fraud losses, operational expenses, and customer impacts + Work closely with partners across the firm to develop a joint list of projects + Deliver solutions that keep the firm and customers safe from fraud while supporting business growth + Collaborate with the fraud risk technical product team to deliver best-in-class fraud fighting capabilities **Required Qualifications, Capabilities, and Skills** + Bachelor's or Master's degree + 7+ years of professional experience related to strategic analytics, risk management, or data science + Strong knowledge of programming language like SAS, SQL + Strong analytical, interpretive, and problem-solving skills with the ability to interpret large amounts of data to monitor and uncover behaviors and trends in fraudulent activity + Strong, clear, and concise written and verbal communication with ability to edit and prepare executive level communications. Proficient in Excel & PowerPoint + Ability to mentor and develop a team of analysts, managing their book of work to deliver on business objectives + Excellent organizational and project management skills; able to manage competing priorities under tight deadlines + Proven ability to collaborate and build strong partnerships. + Intellectual curiosity with a proven ability to learn quickly + High degree of initiative, self-direction, and ability to work well under pressure **Preferred Qualifications, Capabilities and Skills** + Prior experience working in Fraud risk, especially Check Fraud + Passion for problem solving **To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Shape the future of product delivery while crafting solutions that enhance and optimize customer experiences. Lead end-to-end processes, manage dependencies, and liaise with stakeholders as part of a team at the forefront of innovation. As a Product Delivery Manager in Small Business Lending, you work to enhance and optimize the way products are delivered to customers. As a key member of the team, you create solutions and efficiencies that enable successful implementations in an expedient and organized way. Job responsibilities Lead and oversee a team of project managers, ensuring effective coordination and execution of projects to meet organizational goals. Leads end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination Leads the completion of change management activities across functional partners and ensures adherence to the firm's risk, controls, compliance, and regulatory requirements Effectively manages timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners Manage business prioritization and initiative sequencing to create comprehensive roadmaps Required qualifications, capabilities, and skills 5+ years of experience or equivalent expertise in product delivery or a relevant domain area Demonstrated ability to execute operational management and change readiness activities Strong understanding of delivery and a proven track record of implementing continuous improvement processes Experience in product or platform-wide release management, in addition to deployment processes and strategies Experience with product management tools: JIRA, Confluence, Monday.com, Excel, MS Projects, PowerPoint Preferred qualifications, capabilities, and skills Proficient knowledge of the product development life cycle, design, and data analytics

Shape the future of product delivery while crafting solutions that enhance and optimize customer experiences. Lead end-to-end processes, manage dependencies, and liaise with stakeholders as part of a team at the forefront of innovation. As a Product Delivery Manager in Small Business Lending, you work to enhance and optimize the way products are delivered to customers. As a key member of the team, you create solutions and efficiencies that enable successful implementations in an expedient and organized way. Job responsibilities Lead and oversee a team of project managers, ensuring effective coordination and execution of projects to meet organizational goals. Leads end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination Leads the completion of change management activities across functional partners and ensures adherence to the firm's risk, controls, compliance, and regulatory requirements Effectively manages timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners Manage business prioritization and initiative sequencing to create comprehensive roadmaps Required qualifications, capabilities, and skills 5+ years of experience or equivalent expertise in product delivery or a relevant domain area Demonstrated ability to execute operational management and change readiness activities Strong understanding of delivery and a proven track record of implementing continuous improvement processes Experience in product or platform-wide release management, in addition to deployment processes and strategies Experience with product management tools: JIRA, Confluence, Monday.com, Excel, MS Projects, PowerPoint Preferred qualifications, capabilities, and skills Proficient knowledge of the product development life cycle, design, and data analytics Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Shape the future of product delivery while crafting solutions that enhance and optimize customer experiences. Lead end-to-end processes, manage dependencies, and liaise with stakeholders as part of a team at the forefront of innovation. As a Product Delivery Manager in Small Business Lending, you work to enhance and optimize the way products are delivered to customers. As a key member of the team, you create solutions and efficiencies that enable successful implementations in an expedient and organized way. **Job responsibilities** + Lead and oversee a team of project managers, ensuring effective coordination and execution of projects to meet organizational goals. + Leads end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination + Leads the completion of change management activities across functional partners and ensures adherence to the firm's risk, controls, compliance, and regulatory requirements + Effectively manages timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners + Manage business prioritization and initiative sequencing to create comprehensive roadmaps **Required qualifications, capabilities, and skills** + 5+ years of experience or equivalent expertise in product delivery or a relevant domain area + Demonstrated ability to execute operational management and change readiness activities + Strong understanding of delivery and a proven track record of implementing continuous improvement processes + Experience in product or platform-wide release management, in addition to deployment processes and strategies + Experience with product management tools: JIRA, Confluence, Monday.com, Excel, MS Projects, PowerPoint **Preferred qualifications, capabilities, and skills** + Proficient knowledge of the product development life cycle, design, and data analytics Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Performs the full range of taxation work including completion of tax forecasts, maintenance of accurate records and provision of advice to management on related matters. Works independently on most assignments but receives technical guidance on unusual problems and needs approval on proposed plans for projects. May supervise junior taxation staff members. Job Description Under limited direction, uses specialized knowledge and skills in tax accounting and preparation obtained through education and experience to prepare income tax provision in accordance with ASC 740 and ensure compliance with Internal Revenue Service (IRS) and state rules and regulations. Prepares the quarterly and annual provision in accordance with ASC 740 and ASC 718. Reviews separate and consolidated Federal and state income tax returns. Researches tax ramifications of various financial transactions, analyzes and reconciles tax provision accounts in accordance with ASC 740 and ASC 718 and assist with internal and external audit requests. Resolves and recommends solutions to complex problems. Regular contact with management and other internal customers is required to identify, research, and resolve accounting issues and problems. Essential Duties and Responsibilities Researches and implements applicable IRS and state regulations and interpretations. Researches tax ramifications of moderately complex transactions. Reviews separate and consolidated tax returns for various subsidiaries of the firm. Researches Federal and state tax matters as needed. Assists in managing the financial statement tax accounting and tax compliance processes. Prepares the quarterly and annual tax provision under ASC 740 (FAS 109). Performs tax provision preparation, tax payable summaries and flux analysis. Prepares documentations for footnote disclosures for 10-K/10Q reporting. Analyzes and reconciles tax accounts for unusual transactions or irregularities. Prepares information required by internal and external auditors. Identifies potential tax issues, performs research, and make recommendations to resolve tax issues. Assists Financial Reporting personnel with Basel III and Dodd-Frank Act Stress Test (DFAST) reporting requirements. Reviews separate and consolidated tax returns for various subsidiaries of the firm. Performs other duties and responsibilities as assigned. Knowledge, Skills, and Abilities Tax accounting and reporting concepts, practices and procedures at an advanced level. ASC 740 and ASC 718 regulations. IRS and state tax compliance rules, regulations and filing requirements. Utilization of the OneSource Tax Software. Principles of banking, finance and securities industry operations. Skill in Efficient utilization of OneSource tax software suite, RIA Checkpoint, Oracle and Hyperion financial accounting and reporting software Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases Researching and interpreting IRS requirements General project management Preparing for and managing Federal income tax audits Communicating tax rules and regulations to others, including executive management Reviewing and interpreting financial statements Compiling and analyzing complex information Ability to Read, comprehend and apply complex IRS and GAAP rules, regulations and requirements Resolve Federal, international and state tax issues Identify and resolve moderate to complex tax issues. Identify, recommend and implement process improvements Demonstrate efficiency and flexibility in managing and performing detailed transactional tasks in a fast-paced work environment with frequent interruptions, changing priorities, and deadlines Partner with other functional areas to accomplish objectives Communicate effectively, both orally and in writing, with all organizational levels Educational/Previous Experience Requirements Bachelor's Degree in Accounting or Finance and a minimum of five (5) years' experience in financial services industry or public accounting firm Master's degree in Accounting or Tax preferred OR ~ Any equivalent combination of experience, education, and/or training approved by Human Resources. Licenses/Certifications CPA preferred Travel Required: Travel to corporate office in St. Petersburg, Fl up to four (4) times a year. Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance Work Experience General Experience - 6 to 10 years Certifications Certified Public Accountant (CPA) - Boards of Accountancy (NASBA) Travel Less than 25% Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

JobID: 210694451 JobSchedule: Full time JobShift: Day : J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Vice President Program/Project Manager in Wealth Management, you will lead and advise on large-scale, complex Electronic Communication projects that shape our business. You will collaborate with cross-functional teams to manage operational changes, oversee the technology development lifecycle, and ensure projects align with our strategic objectives. Together, we drive innovation, deliver impactful solutions, and foster a culture of continuous improvement. This role offers you the opportunity to expand your expertise and make a meaningful difference in our organization. Job Responsibilities * Lead and support firm-wide and business-wide initiatives impacting the E-Comm Review Program * Organize and execute operational process changes, including annual reviews and change management * Ensure compliance with change management processes and firm guidelines * Evaluate data needs and technology opportunities to create effective management information systems * Develop and communicate program updates to internal forums, business partners, and senior management * Collaborate with teams across Field, Product, Risk, Control, Compliance, and Legal to achieve strategic objectives * Support compliance testing, audits, and risk assessments for the E-Comm Review Program * Coordinate recruiting, onboarding, and staffing for program capacity projections * Lead new hire training and ongoing development for E-Comm Review Program employees and partners * Partner with Technology to communicate business needs and track project progress * Define project objectives, success metrics, and oversee execution of deliverables Required Qualifications, Capabilities, and Skills * 7 years of experience in the securities or investment industry * Strong technical acumen and understanding of the technology development lifecycle * Proven project management experience, including leading teams through full project lifecycles * In-depth analytical skills and ability to make data-driven decisions * Strong knowledge of retail investment products (advisory accounts, mutual funds, annuities, equities, fixed income) * Working knowledge of investment industry regulations and regulatory bodies (FINRA, SEC, OCC) * Excellent communication skills, both oral and written * Ability to manage multiple projects of varying size and complexity * Demonstrated initiative and achievement of challenging goals * Proficiency in MS Excel, Word, Access, PowerPoint, and SharePoint * Bachelor's degree or significant equivalent experience in a related securities industry position Preferred Qualifications, Capabilities, and Skills * Experience with Agile and/or Jira * Experience using MIS reporting tools and creating end-user reports (QlikView, QlikSense, SSRS, Tableau) * Business and technology consulting experience * Industry licensing (e.g., FINRA Series 7, 66, 9/10, State Life & Health Insurance license) * Experience in process design, technology development, and business readiness * Experience influencing and aligning cross-functional stakeholders * Openness to developmental feedback and a collaborative work environment

J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Vice President Program/Project Manager in Wealth Management, you will lead and advise on large-scale, complex Electronic Communication projects that shape our business. You will collaborate with cross-functional teams to manage operational changes, oversee the technology development lifecycle, and ensure projects align with our strategic objectives. Together, we drive innovation, deliver impactful solutions, and foster a culture of continuous improvement. This role offers you the opportunity to expand your expertise and make a meaningful difference in our organization. Job Responsibilities Lead and support firm-wide and business-wide initiatives impacting the E-Comm Review Program Organize and execute operational process changes, including annual reviews and change management Ensure compliance with change management processes and firm guidelines Evaluate data needs and technology opportunities to create effective management information systems Develop and communicate program updates to internal forums, business partners, and senior management Collaborate with teams across Field, Product, Risk, Control, Compliance, and Legal to achieve strategic objectives Support compliance testing, audits, and risk assessments for the E-Comm Review Program Coordinate recruiting, onboarding, and staffing for program capacity projections Lead new hire training and ongoing development for E-Comm Review Program employees and partners Partner with Technology to communicate business needs and track project progress Define project objectives, success metrics, and oversee execution of deliverables Required Qualifications, Capabilities, and Skills 7 years of experience in the securities or investment industry Strong technical acumen and understanding of the technology development lifecycle Proven project management experience, including leading teams through full project lifecycles In-depth analytical skills and ability to make data-driven decisions Strong knowledge of retail investment products (advisory accounts, mutual funds, annuities, equities, fixed income) Working knowledge of investment industry regulations and regulatory bodies (FINRA, SEC, OCC) Excellent communication skills, both oral and written Ability to manage multiple projects of varying size and complexity Demonstrated initiative and achievement of challenging goals Proficiency in MS Excel, Word, Access, PowerPoint, and SharePoint Bachelor's degree or significant equivalent experience in a related securities industry position Preferred Qualifications, Capabilities, and Skills Experience with Agile and/or Jira Experience using MIS reporting tools and creating end-user reports (QlikView, QlikSense, SSRS, Tableau) Business and technology consulting experience Industry licensing (e.g., FINRA Series 7, 66, 9/10, State Life & Health Insurance license) Experience in process design, technology development, and business readiness Experience influencing and aligning cross-functional stakeholders Openness to developmental feedback and a collaborative work environment

J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Vice President Program/Project Manager in Wealth Management, you will lead and advise on large-scale, complex Electronic Communication projects that shape our business. You will collaborate with cross-functional teams to manage operational changes, oversee the technology development lifecycle, and ensure projects align with our strategic objectives. Together, we drive innovation, deliver impactful solutions, and foster a culture of continuous improvement. This role offers you the opportunity to expand your expertise and make a meaningful difference in our organization. **Job Responsibilities** + Lead and support firm-wide and business-wide initiatives impacting the E-Comm Review Program + Organize and execute operational process changes, including annual reviews and change management + Ensure compliance with change management processes and firm guidelines + Evaluate data needs and technology opportunities to create effective management information systems + Develop and communicate program updates to internal forums, business partners, and senior management + Collaborate with teams across Field, Product, Risk, Control, Compliance, and Legal to achieve strategic objectives + Support compliance testing, audits, and risk assessments for the E-Comm Review Program + Coordinate recruiting, onboarding, and staffing for program capacity projections + Lead new hire training and ongoing development for E-Comm Review Program employees and partners + Partner with Technology to communicate business needs and track project progress + Define project objectives, success metrics, and oversee execution of deliverables **Required Qualifications, Capabilities, and Skills** + 7 years of experience in the securities or investment industry + Strong technical acumen and understanding of the technology development lifecycle + Proven project management experience, including leading teams through full project lifecycles + In-depth analytical skills and ability to make data-driven decisions + Strong knowledge of retail investment products (advisory accounts, mutual funds, annuities, equities, fixed income) + Working knowledge of investment industry regulations and regulatory bodies (FINRA, SEC, OCC) + Excellent communication skills, both oral and written + Ability to manage multiple projects of varying size and complexity + Demonstrated initiative and achievement of challenging goals + Proficiency in MS Excel, Word, Access, PowerPoint, and SharePoint + Bachelor's degree or significant equivalent experience in a related securities industry position **Preferred Qualifications, Capabilities, and Skills** + Experience with Agile and/or Jira + Experience using MIS reporting tools and creating end-user reports (QlikView, QlikSense, SSRS, Tableau) + Business and technology consulting experience + Industry licensing (e.g., FINRA Series 7, 66, 9/10, State Life & Health Insurance license) + Experience in process design, technology development, and business readiness + Experience influencing and aligning cross-functional stakeholders + Openness to developmental feedback and a collaborative work environment Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Step into a pivotal role where your expertise in business analysis will directly shape the future of Business Banking. Join a dynamic team that values innovation, collaboration, and leadership, empowering you to drive impactful solutions for both our customers and the business. You'll be at the forefront of bridging business and technology, transforming challenges into opportunities and making a real difference every day. As the functional leader, your insights and guidance will influence key decisions and foster a culture of excellence across our organization. If you're ready to lead, inspire, and grow in a fast-paced environment, we invite you to make your mark with us! As the Business Analysis Manager Vice President within Business Banking, you will research and promote solutions impacting customers both directly and indirectly. You will partner with business and technology teams to overcome challenges and recognize opportunities, translating insights into positive outcomes for the business and customers. You will work across functional teams to promote resolutions, optimize existing processes, and identify new opportunities for improvement. This role requires bridging business and technology, effectively communicating to both areas succinctly and accurately. As the functional leader of the support environment, you will be the primary contact for related issues and ongoing programs. You will offer clear guidance and feedback to colleagues while promoting the values, culture, and brand of Business Banking. Your expertise in business analysis will shape the future of Business Banking, promoting impactful solutions for customers and the business. You will be at the forefront of bridging business and technology, transforming challenges into opportunities. Your insights and guidance will influence key decisions and foster a culture of excellence across the organization. If you're ready to lead, inspire, and grow in a fast-paced environment, we invite you to make your mark with us! Job responsibilities Lead the team that researches and provides approval for Business Banking lending and deposit fee refunds and waivers. Support the National Sales Team by reviewing pricing adjustments. Requests may may come directly from Sales staff including Market and Division leaders Provide metrics and insight into trends and partner with Product Teams and Stakeholders to make improvements in both the support process experience and products and services the firm provides to customers Track and follow up on escalated requests, prioritize issues and drive resolution Engage the sales team by responding to questions and research requests on supported requests Maintain process documentation and ensure information is current and accurate Engage with Business Banking Chief Administrative Office and Business Practices Oversight strategic priorities and drive measurable progress towards them including enhancing National Sales Support, develop and strengthen key partnerships across Business Banking, and leading from the front to drive efficiency, productivity, and control sustainability Required qualifications, capabilities and skills Outstanding organizational skills and the ability to deal successfully with complex issues, multiple priorities and short deadlines Strong analytical and problem-solving skills Positive attitude with the ability to build and foster relationships with internal partners and team members Expert verbal and written communications skills. Ability to listen effectively and credibly present ideas Flexible, with ability to work under minimum direction and use independent judgment in decision-making Good interpersonal skills that allow the individual to effectively interact with all levels of management Experience partnering across multiple lines of business and/or organizations Preferred qualifications, capabilities and skills Experience with Business Banking lending and deposit products Proficiency in Business Central (Salesforce), Customer Assist (CA), Vendor Loan Systems (VLS) 7+ years Financial Services industry experience w/ Consumer, Business or Commercial banking Bachelor's degree in Business, Finance, or Systems; or equivalent work/training

Step into a pivotal role where your expertise in business analysis will directly shape the future of Business Banking. Join a dynamic team that values innovation, collaboration, and leadership, empowering you to drive impactful solutions for both our customers and the business. You'll be at the forefront of bridging business and technology, transforming challenges into opportunities and making a real difference every day. As the functional leader, your insights and guidance will influence key decisions and foster a culture of excellence across our organization. If you're ready to lead, inspire, and grow in a fast-paced environment, we invite you to make your mark with us! As the Business Analysis Manager Vice President within Business Banking, you will research and promote solutions impacting customers both directly and indirectly. You will partner with business and technology teams to overcome challenges and recognize opportunities, translating insights into positive outcomes for the business and customers. You will work across functional teams to promote resolutions, optimize existing processes, and identify new opportunities for improvement. This role requires bridging business and technology, effectively communicating to both areas succinctly and accurately. As the functional leader of the support environment, you will be the primary contact for related issues and ongoing programs. You will offer clear guidance and feedback to colleagues while promoting the values, culture, and brand of Business Banking. Your expertise in business analysis will shape the future of Business Banking, promoting impactful solutions for customers and the business. You will be at the forefront of bridging business and technology, transforming challenges into opportunities. Your insights and guidance will influence key decisions and foster a culture of excellence across the organization. If you're ready to lead, inspire, and grow in a fast-paced environment, we invite you to make your mark with us! Job responsibilities + Lead the team that researches and provides approval for Business Banking lending and deposit fee refunds and waivers. Support the National Sales Team by reviewing pricing adjustments. Requests may may come directly from Sales staff including Market and Division leaders + Provide metrics and insight into trends and partner with Product Teams and Stakeholders to make improvements in both the support process experience and products and services the firm provides to customers + Track and follow up on escalated requests, prioritize issues and drive resolution + Engage the sales team by responding to questions and research requests on supported requests + Maintain process documentation and ensure information is current and accurate + Engage with Business Banking Chief Administrative Office and Business Practices Oversight strategic priorities and drive measurable progress towards them including enhancing National Sales Support, develop and strengthen key partnerships across Business Banking, and leading from the front to drive efficiency, productivity, and control sustainability Required qualifications, capabilities and skills + Outstanding organizational skills and the ability to deal successfully with complex issues, multiple priorities and short deadlines + Strong analytical and problem-solving skills + Positive attitude with the ability to build and foster relationships with internal partners and team members + Expert verbal and written communications skills. Ability to listen effectively and credibly present ideas + Flexible, with ability to work under minimum direction and use independent judgment in decision-making + Good interpersonal skills that allow the individual to effectively interact with all levels of management + Experience partnering across multiple lines of business and/or organizations Preferred qualifications, capabilities and skills + Experience with Business Banking lending and deposit products + Proficiency in Business Central (Salesforce), Customer Assist (CA), Vendor Loan Systems (VLS) + 7+ years Financial Services industry experience w/ Consumer, Business or Commercial banking + Bachelor's degree in Business, Finance, or Systems; or equivalent work/training Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

JobID: 210684792 JobSchedule: Full time JobShift: Day : Step into a pivotal role where your expertise in business analysis will directly shape the future of Business Banking. Join a dynamic team that values innovation, collaboration, and leadership, empowering you to drive impactful solutions for both our customers and the business. You'll be at the forefront of bridging business and technology, transforming challenges into opportunities and making a real difference every day. As the functional leader, your insights and guidance will influence key decisions and foster a culture of excellence across our organization. If you're ready to lead, inspire, and grow in a fast-paced environment, we invite you to make your mark with us! As the Business Analysis Manager Vice President within Business Banking, you will research and promote solutions impacting customers both directly and indirectly. You will partner with business and technology teams to overcome challenges and recognize opportunities, translating insights into positive outcomes for the business and customers. You will work across functional teams to promote resolutions, optimize existing processes, and identify new opportunities for improvement. This role requires bridging business and technology, effectively communicating to both areas succinctly and accurately. As the functional leader of the support environment, you will be the primary contact for related issues and ongoing programs. You will offer clear guidance and feedback to colleagues while promoting the values, culture, and brand of Business Banking. Your expertise in business analysis will shape the future of Business Banking, promoting impactful solutions for customers and the business. You will be at the forefront of bridging business and technology, transforming challenges into opportunities. Your insights and guidance will influence key decisions and foster a culture of excellence across the organization. If you're ready to lead, inspire, and grow in a fast-paced environment, we invite you to make your mark with us! Job responsibilities * Lead the team that researches and provides approval for Business Banking lending and deposit fee refunds and waivers. Support the National Sales Team by reviewing pricing adjustments. Requests may may come directly from Sales staff including Market and Division leaders * Provide metrics and insight into trends and partner with Product Teams and Stakeholders to make improvements in both the support process experience and products and services the firm provides to customers * Track and follow up on escalated requests, prioritize issues and drive resolution * Engage the sales team by responding to questions and research requests on supported requests * Maintain process documentation and ensure information is current and accurate * Engage with Business Banking Chief Administrative Office and Business Practices Oversight strategic priorities and drive measurable progress towards them including enhancing National Sales Support, develop and strengthen key partnerships across Business Banking, and leading from the front to drive efficiency, productivity, and control sustainability Required qualifications, capabilities and skills * Outstanding organizational skills and the ability to deal successfully with complex issues, multiple priorities and short deadlines * Strong analytical and problem-solving skills * Positive attitude with the ability to build and foster relationships with internal partners and team members * Expert verbal and written communications skills. Ability to listen effectively and credibly present ideas * Flexible, with ability to work under minimum direction and use independent judgment in decision-making * Good interpersonal skills that allow the individual to effectively interact with all levels of management * Experience partnering across multiple lines of business and/or organizations Preferred qualifications, capabilities and skills * Experience with Business Banking lending and deposit products * Proficiency in Business Central (Salesforce), Customer Assist (CA), Vendor Loan Systems (VLS) * 7+ years Financial Services industry experience w/ Consumer, Business or Commercial banking * Bachelor's degree in Business, Finance, or Systems; or equivalent work/training

JobID: 210665898 JobSchedule: Full time JobShift: : Are you interested in helping lead a once-in-a-generation transformation at the premier global financial services institution? Ops 2.0 is taking advantage of the strategic opportunities presented by Deposits 2.0, Utilities, and other initiatives to make end-to-end improvements for Ops including both customer and employee experiences. The team works with SME's across different Ops areas to define current states and make recommendations for future states that will enhance our speed to market, technological efficiencies, and human capital management. As a Business Operations Manager in our Operations 2.0 team, you will be at the forefront of transforming our operational processes by leveraging strategic opportunities presented by Deposits 2.0 and other change efforts. You will collaborate with cross-functional teams to influence the design of new deposit products, ensuring operational considerations are met and strategic initiatives are executed effectively. Your role will be crucial in mapping processes, identifying pain points, and leveraging data-driven metrics to improve end-to-end experiences. With your curiosity, courage, and expertise in consulting and product knowledge, you will drive significant improvements and avoid incurring additional operational debt. Job responsibilities * Lead the analysis of operational impacts of new deposit products; predict and mitigate issues. * Collaborate with cross-functional teams to create detailed business cases that support operational recommendations, leveraging data and analytics to drive decision-making. * Drive organizational change within operations using the Prosci ADKAR Model for effective management. * Communicate product vision and benefits to engage stakeholders. * Build and maintain strong relationships with key stakeholders, including senior leadership, operations teams, and external partners. * Act as a trusted advisor on readiness and change management. Required qualifications, capabilities, and skills: * Proven experience in business operations management * Strong analytical skills with the ability to predict and mitigate operational issues. * Experience in leading cross-functional teams and collaborating with various stakeholders. * Excellent communication skills, with the ability to articulate product vision and benefits to engage stakeholders. * Familiarity with change management methodologies, such as the Prosci ADKAR Model. * Ability to build and maintain strong relationships with key stakeholders, including senior leadership and external partners. Preferred qualifications, capabilities, and skills: * Management Consulting experience * Experience in managing the launch of new products, particularly in the financial services sector. * Proficiency in data analytics tools and techniques to drive decision-making. * Experience in human capital management and fostering a collaborative, high-performance culture. * Previous experience in conducting dress rehearsals to assess and address operational gaps.

JobID: 210701682 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $104,500.00-$150,000.00; Elgin,IL $104,500.00-$150,000.00 The Workforce Management Reporting team responsibly leverages data across Chase to build competitive advantages for the businesses while providing value and protection for customers. The team encompasses a variety of disciplines from data governance and strategy to reporting. We have a strong partnership with Technology, which provides cutting edge data and analytics infrastructure. The team powers Chase with insights to create the best customer and business outcomes. As a Vice President, Business Analysis Manager within Workforce Management for J.P. Morgan's Wealth Management Business Development and Solutions, you will play a pivotal role in shaping and delivering reporting and insights that drive both Workforce Management and Operational excellence. You will collaborate closely with Workforce Management, Service Center leaders, functional support teams, and product teams to define and refine data, reporting, and insight requirements. Leveraging your expertise in Contact Center and Workforce Management reporting, along with your strengths in collaboration, communication, data storytelling, and presentation, you will translate complex data into actionable insights. If you are a creative thinker who is self-motivated, confident, and organized-and thrive on independently driving assignments aligned with our department's goals and the broader WFM Reporting roadmap-you may be the ideal addition to our team. Job responsibilities * Develop data repository complete with the appropriate data model, data structure, data hierarchy and enhanced summarization capabilities to align with corporate standards * Maintain all documentation on source of truth and core calculations for each of the WFM data elements and reports * Design reporting/visualizations that provide easy-to-navigate interfaces and clear data displays (Time period, charts, graphs, highlights, trends and patterns, etc.) * Embed comprehensive validation. quality controls and inspections to ensure reports are consistently providing accurate insights. This includes designing, updating and maintaining reports that meet the firm's audit control requirements * Partner with stakeholders to gather a holistic set of report requirements (data needs, design preferences, filters, refresh rate, etc.) * Act as data expert on all WFM reports and data elements across all core products (ie:Webstats/Genesys, Alvaria, Service Desktop, IVR, Call Miner, etc) * Build operating models and workflows to support optimum efficiency across internal processes; work closely with work stream owners to track and report progress of growth initiatives Required qualifications, capabilities, and skills * 5 years in WFM/Call Center reporting and analytics * 2 years with development of data warehouse/repository and managing large scale projects * High level of proficiency using Microsoft Office products such as Word and PowerPoint * Experience with SQL and writing database queries * Prior experience creating high quality presentations used for executive level management communication and data visualization with the ability to tell a compelling story using analytics (example presentation required during second interview round) * A track record demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating ability to work in an unstructured, dynamic environment * Strong organizational skills and detail-orientation, comfort juggling a dynamic and complex piece of work; Ability to articulate complex data to non-data users in a way that would be easily understood Preferred qualifications, capabilities, and skills * Excellent end-to-end problem solving skills, including developing logical, actionable recommendations * Strong leadership and communication skills (both verbally and written) * Advanced analytic skills utilizing tools such as Tableau, Alteryx and Excel. * Experience with WFM systems; direct experience with Alvaria WFM system is a plus

JobID: 210637768 JobSchedule: Full time JobShift: : Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Cybersecurity Operational Lead within the Compliance, Conduct, and Operational Risk (CCOR) team, you will collaborate with the 1st, 2nd, and 3rd Lines of Defense (LOD) to assess and evaluate global cybersecurity risks to the JP Morgan Chase technology estate. You will utilize your hands-on experience in operating or implementing security controls and tools, along with your expertise in managing security risks at strategic, operational, and tactical levels. Your responsibilities include leading risk assessments, conducting significant event reviews, and monitoring controls across the Security Configuration and Security Operation domains. Success in this role requires a strong understanding of technical controls, excellent communication skills, and the ability to work effectively with senior leaders and stakeholders to assess large environments. Job Responsibilities * Engage with technology and cybersecurity technologists to evaluate processes and risks * Assess risk impacts at the line of business and enterprise level * Work with technology areas to identify risk concentrations globally and understand how security controls mitigate them or identify residual risks * Write and present assessments highlighting control efforts or risks to Executive Directors, Managing Directors, and members of the Risk Operating Council * Exhibit strong organizational management skills necessary to collaborate with peers and deliver results * Maintain a high level of professionalism and expertise to be recognized as an expert in an assigned security control domain * Keep abreast of current cyber trends, vulnerabilities and emerging technologies * Perform independent assessments of operational risks though operational risk monitoring programs (e.g., significant event reviews, deep dive reviews, risk metrics, operational risk appetite, independent risk management assessments) Required qualifications, capabilities, and skills * 5+ years of experience as a technologist with experience in cybersecurity / technology development, engineering, or technical architecture within financial services organizations * Strong understanding of risk management at the enterprise level * Knowledge and experience in cybersecurity organization practices in some of the following: vulnerability management, penetration testing, incident response, endpoint protection, data loss prevention, email security, SIEM, DDoS, public cloud security configuration best practices, etc. * Ability to understand complex technical systems, the business processes they support, assess the inherent risks, and recommend mitigating security controls * Highly disciplined and able to work with limited supervision to execute long running projects with results * Exceptional verbal and written communication skills * Knowledge of common frameworks such as NIST CSF, FFIEC etc. Preferred qualifications, capabilities, and skills * Proven experience translating on-premises security configurations and operational processes into multi cloud environments * Understanding of how cloud and on-premises security controls support federal and international regulatory compliance requirements * One or more information security or cloud certifications (e.g. CISSP, CISM, GIAC, CCNA Security, AWS Security Specialty, Azure Security Engineer)

**Your opportunity** Members of the Wealth Management Coaching & Consulting Team play a critical role in enhancing the branch network's client engagement skills. The Wealth Management Coach & Consultants (WMCCs) primary role is developing branch employees through coaching and consulting to promote Schwab's Modern Wealth Management experience. WMCCs influence branch employees through targeted coaching and development in 5 areas of focus: + Improving efficiency and the effectiveness + Enhancing client interactions and engagement skills + Highlighting how to bring to bear financial planning concepts, tools, and dialogue adeptly + Showcasing appropriate wealth management strategies and solutions for various client scenarios + Promoting a consistent adoption of Schwab's practice management standards **What you have:** WMCCs are passionate about helping branch employees build their business by influencing and encouraging meaningful change and growth. Following a consultative process, the WMCC team determines and implements effective strategies/tactics which enhance consultant skill development, enhance client outcomes, and accelerate market growth and retention. + Comprehensive understanding of Wealth Management and effective client engagement skills + **Must have the ability to formulate and teach efficient client engagement/sales process** + Deep knowledge of brokerage, advised, and banking product/services + Extensive knowledge of Financial Planning + Exceptional customer focus, including ability to think in terms of customer experience/perspective + Strong competency and demonstrated passion for coaching and employee development + Demonstratable success executing and understanding initiatives aligned with the Company's strategic objectives for the business to expand market share and achieve a competitive advantage + Keen business judgment and ability to effectively make trade-offs in business decision making process and manage risk + Data-curious to leverage key metrics to identify trends which helps create tactical action plans to drive results in a sales environment + Ability to inspire organization change/growth + Strong organizational, collaboration, and partnership skills + Excellent verbal and communication skills + High degree of flexibility and comfort managing competing priorities + Superior skills with MS Excel and PPT **What you have** **Additional requirements for role:** + BA/BS required, MBA a plus + FINRA Series 7 and 66 required + Industry certifications (CIMA/CFP/CFA/CWS) preferred + **Must have a minimum of 10-15 years in the financial services industry, including 7+ years of sales leadership experience** + Typical travel is about 50% of the time for supervision and meetings + Position must reside in the region they cover, with potential to be located in a branch or corporate site based on capacity. This is a summary only and duties and responsibilities may be changed from time to time, or over time. This position covers the **Greater Metro** (NJ, NY, PA, MI) **In addition to the salary range, this role is eligible for bonus or incentive opportunities.** **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.

Your Opportunity Members of the Wealth Management Coaching & Consulting Team play a critical role in enhancing the branch network's client engagement skills. The Wealth Management Coach & Consultants (WMCCs) primary role is developing branch employees through coaching and consulting to promote Schwab's Modern Wealth Management experience. WMCCs influence branch employees through targeted coaching and development in 5 areas of focus: * Improving efficiency and the effectiveness * Enhancing client interactions and engagement skills * Highlighting how to bring to bear financial planning concepts, tools, and dialogue adeptly * Showcasing appropriate wealth management strategies and solutions for various client scenarios * Promoting a consistent adoption of Schwab's practice management standards What you have: WMCCs are passionate about helping branch employees build their business by influencing and encouraging meaningful change and growth. Following a consultative process, the WMCC team determines and implements effective strategies/tactics which enhance consultant skill development, enhance client outcomes, and accelerate market growth and retention. * Comprehensive understanding of Wealth Management and effective client engagement skills * Must have the ability to formulate and teach efficient client engagement/sales process * Deep knowledge of brokerage, advised, and banking product/services * Extensive knowledge of Financial Planning * Exceptional customer focus, including ability to think in terms of customer experience/perspective * Strong competency and demonstrated passion for coaching and employee development * Demonstratable success executing and understanding initiatives aligned with the Company's strategic objectives for the business to expand market share and achieve a competitive advantage * Keen business judgment and ability to effectively make trade-offs in business decision making process and manage risk * Data-curious to leverage key metrics to identify trends which helps create tactical action plans to drive results in a sales environment * Ability to inspire organization change/growth * Strong organizational, collaboration, and partnership skills * Excellent verbal and communication skills * High degree of flexibility and comfort managing competing priorities * Superior skills with MS Excel and PPT What you have Additional requirements for role: * BA/BS required, MBA a plus * FINRA Series 7 and 66 required * Industry certifications (CIMA/CFP/CFA/CWS) preferred * Must have a minimum of 10-15 years in the financial services industry, including 7+ years of sales leadership experience * Typical travel is about 50% of the time for supervision and meetings * Position must reside in the region they cover, with potential to be located in a branch or corporate site based on capacity. This is a summary only and duties and responsibilities may be changed from time to time, or over time. This position covers the Greater Metro (NJ, NY, PA, MI) In addition to the salary range, this role is eligible for bonus or incentive opportunities.