Vice President, Architecture
Westlake, TX jobs
Vice President, Architecture for Contact Center Build Strategy, Enterprise Contact Center
At Fidelity, our Contact Centers are an essential way for customers and clients to interact with the right Fidelity associate for their financial goals, needs, and questions. As part of its overall cloud and technology transformation, Fidelity's Enterprise Customer Contact Center (EC3) organization is actively working to transform how our Contact Centers will support the future needs of our business teams, their associates, customers and clients.
As Vice President, Architecture for Contact Center Build Strategy you will define capabilities, solutions, patterns, standards, and guidelines related to the Fidelity Contact Center and the Associate Desktop Experience. You will work closely with EC3 Product and Technology leads, key business stakeholders, and other architects leading related capabilities.
The Expertise and Skills You Bring
15+ years of proven experience in an architecture or engineering role with 7+ years of experience as a lead solution architect and technology leader in large enterprise contact centers.
You have in-depth experience analyzing business requirements, designing end-to-end contact center solutions, and developing technology roadmaps.
You have deep knowledge of telephony, interexchange carrier (IXC) systems, and intelligent cloud-based edge networking capabilities that provide toll free calling services to large enterprise contact centers with resilient cloud infrastructure.
You have deep knowledge of contact center platforms such as Genesys, Cisco, Avaya, Amazon Connect, Nice CXone, CCaaS solutions, Infrastructure as Code and related tools, and CRM systems.
You have experience implementing and optimizing omnichannel strategies including voice, chat, SMS, and email to enhance customer engagement.
You have modernization experience for contact center self-service experiences (IVR to IVA), and intelligent contact routing across channels and services.
You have technical integration experience to ensure end-to-end contact center capabilities are deployed seamlessly throughout the customer and agent experience including infrastructure, channels and services, self-service, intelligent routing, agent desktop and agent assistance, workforce engagement as well as new emerging capabilities.
You are able to provide guidance and mentorship to technical teams and collaborate with stakeholders across the company to ensure architecture deliverables enable a successful deployment solution.
You are an experienced architect designing and supporting enterprise level infrastructure using public cloud technologies with Amazon, Google, and/or Azure.
You demonstrate excellent communication, interpersonal and relationship building skills with which you influence decisions and engage across Fidelity and at all levels of the organization.
You have a passion for solving complex problems and a track record of delivering innovative solutions for solving them.
The Value You Deliver
Delivering and maintaining Contact Center and EC3-related capabilities, solutions, solution architectures, patterns, standards, guidelines, and specifications for the Fidelity Blueprint.
Supporting and enabling technology Product and Chapter Leaders to deliver increased value to our customers and operations associates.
Measuring performance through established objectives and metrics that deliver agreed upon business, technology, and people results.
Partnering with agile product area leaders, chapter area leaders, agile team leads, and architects to develop platform designs and solution roadmaps.
Ensuring the solutions that are delivered meet high standards for quality, performance, and scale.
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
The base salary range for this position is $140,000-285,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Information Technology
Senior Commercial Real Estate Banker - VP/SVP
Willowbrook, IL jobs
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive pay and discretionary or incentive bonus eligible
Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
Family-friendly work hours
With 200+ community bank locations, we offer opportunities to grow and develop in your career
Promote from within culture
Why join this team?
Team-oriented atmosphere that provides opportunities for individual growth
Gain experience and further your career by joining a growing organization
Position Overview:
The Senior Commercial Real Estate Banker - VP/SVP is responsible for managing and growing a portfolio of commercial real estate clients within the Wintrust footprint. This position provides exceptional service to build and strengthen customer relationships by promoting products and services as appropriate to identify and fulfill customer needs. Responsible for new business development through referral sources and cold calling efforts.
What You'll Do:
Responsible for developing new prospects, managing and growing a portfolio of existing commercial real estate relationships.
Experience in variety of real estate transactions including multifamily, retail, industrial, office, self-storage, land development and commercial construction loans.
Experience with maintaining and managing a portfolio, with ability to build relationships with existing and prospective customers focusing on revenue growth, fee income, deposits and cross-selling services
Participation and knowledge within loan syndications and maintaining those relationships
Network with variety of CRE COI's, investors and attorneys to establish a referral base.
Prepare, review and present credit memos to senior management while maintaining structures within credit guidelines.
Prepare and present deal terms to clients in a timely and accurate manner.
Oversee the review and underwriting of credit requests internally while making recommendations for approval to senior management.
Provide leadership in the development of less experienced commercial real estate lenders and portfolio managers.
Qualifications:
Bachelor's degree (Business, Finance, Economics, or Accounting preferred)
Solid understanding of general credit and risk principles, and banking policies/procedures; formal credit training is preferred
Minimum 7+ years of credit and commercial real estate lending experience combined
Exceptional written, verbal, negotiation, and presentation skills
Excellent analytical and organization skills with the ability to prioritize workflow
Proficient with Microsoft Office, nCino a plus
Demonstrate high ethical standards and personal integrity
Benefits:
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
Compensation:
The estimated annual salary range for this role is $117,000-$190,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.
#LI-HYBRID
#LI-KP1
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
Auto-ApplyAFC Modelling - Data Scientist - Associate - Vice President
New York, NY jobs
Job Title: AFC Modelling - Data Scientist
Corporate Title: Associate - Vice President: All Roles to be Considered
Deutsche Bank benefits from having a highly experienced and dedicated Anti Financial Crime (AFC) function, which performs a crucial role in keeping Deutsche Bank's business operations and global financial services clean from financial crime while serving the interests of the Bank and society. Our regional/global matrix structure allows for flexible responses to challenges in the core areas of: Anti-Money Laundering, Sanctions & Embargoes, Anti-Fraud, Bribery & Corruption, Investigations & Intelligence, Monitoring & Screening, and Risk Assessment.
Our AFC Team will provide you with opportunities to learn, grow and define your career. We foster an open, diverse, and inclusive team culture, that is engaged and well-supported for prosperity and enjoyment of a life/work balance.
What We Offer You
A diverse and inclusive environment that embraces change, innovation, and collaboration
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift and volunteer programs
What You'll Do
Drive model implementation (from prototype to production), following rigorous coding, testing, and documentation best practice
Responsible for Driving and execution of the Anti-Money Laundering (AML) Transaction Monitoring Americas data strategy in line with the Global Data Strategy/Framework
Develop and evolve platform reporting statistics/data to monitor ongoing model success; perform 'deep dives' to interpret data quality issues, identify remediation and track to resolution
Represent the group in various data governance forums, and clearly communicate data related issues and potential resolution paths
Work with Business (1LOD) to understand the products being offered and define specifications/red flags for Transaction Monitoring models
Review and address open AML TM findings in a timely fashion, work in partnership with AFC stakeholders to develop and drive initiatives that transform and modernize the capabilities and services of Monitoring within the AFC function
How You'll Lead
Establish a clear vision and goals for the team, Inspire the team to perform well and achieve business goals; provide guidance and instruction to the team, and coach them as needed.
Oversee daily activities and progress towards goals, and ensure the team is adequately equipped to perform their duties.
Prioritize tasks and allocating tasks to the team accordingly. The role will be collaborating across multiple teams within the M&S (Monitoring & Screening) function.
Skills You'll Need
Bachelor's/Master's degree in Computer Science, Data Science, Management Information System (MIS), Information Management, or equivalent
Previous relevant experience conducting data science or Model Development in a business setting coupled with excellent programming skills, predominantly across the Python/Anaconda suite (Scikit-learn, Pandas, Numpy)
Experience in Financial Crimes space with expertise in AML Transaction Monitoring and Advisory, with a deep understanding of transaction monitoring data for various lines of businesses, AML red flags, and AML typologies.
Proficient in Financial Crime Compliance covering multiple product lines, such as Correspondent Banking, Private Banking, Wealth Management, Brokerage, Trade, and Asset Management.
Demonstrated experience in Relational databases, Structured Query Language (SQL), Big Data Hadoop, Hive Query Language (HQL), Data visualization tools.
Skills That Will Help You Excel
Flexible and able to adapt to urgent deliverable timelines
A positive outlook in a goal-oriented organization
Able to demonstrate excellent analytical, judgment, and research skills
Meticulous with a strong attention to detail and the ability to multitask
Able to interpret complex requirements and work proactively with stakeholders in different organizational units
Expectations
It is the Bank's expectation that employees hired into this role will work in the New York City office in accordance with the Bank's hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in New York City is $110,000 to 230,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
SAP Managing Partner
Edison, NJ jobs
Seeking a dynamic and experienced SAP Solutions lead and drive deals of SAP S/4HANA RISE with SAP S/4HANA Cloud, private edition (RISE with SAP) and SAP S/4HANA Cloud, public edition (GROW with SAP) solutions. Play a pivotal role in shaping sales strategy and helping our customers realize the full potential of these innovative cloud solutions.
Responsibilities: ESU MFG Lead Solutions Architect:
- Solution Consulting: Deeply understand SAP S/4HANA Brownfield and Bluefield solutions, including their technical capabilities, business benefits, and value proposition. Lead an opportunity through its end-to-end lifecycle from Solution perspective and be responsible for clarifications, authoring and the estimate. Solution validations and approval of the estimate from different stakeholders. Submission and subsequent oral presentation to the customer. Authoring of the SOW and handover to Delivery for deployment.
- Customer Engagement: Engage with potential customers to identify their business needs and challenges and articulate how SAP S/4 HANA Solutions can address them. Drive sales opportunities from initiation to closure. Interact with customers to understand business process and requirement translate the understanding to create SAP solution enabling world class best practices using TCS proprietary accelerators and methodology
- Solution Demonstrations: Conduct compelling product demonstrations, showcasing the key features and benefits of SAP S/4HANA. Stay informed about industry trends, competitor offerings, and market dynamics to effectively position our solutions.
- Proposal Development: Lead the sales team to develop compelling proposals that align with customer requirements and our value proposition. Presenting designed solutions and proposals to the customer in a convincing and effective manner. Crafting Best Fit solutions with optimal estimations. Responsible for Authoring proposals and customer presentations for SAP S/4HANA migration through System Conversion (Brownfield) and Selective Data Migration (Bluefield), Application Development, Rollouts and Application Support Maintenance Engagements
- Competitive Analysis: Stay informed about industry trends, competitor offerings, and market dynamics to effectively position our solutions.
- Customer Success: Work closely with the customer success team to ensure a smooth transition and ongoing customer satisfaction.
Base Salary Range: $250,000 - $275,000 per annum
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
Vice President - Cybersecurity Incident Response Team Lead
New York, NY jobs
The Cybersecurity Incident Response Team Lead is a leadership role responsible for leading and enhancing the bank's Security Operations strategy. The Cybersecurity Incident Response Lead will oversee the incident response and threat intelligence programs to safeguard critical assets and data. The ideal candidate will combine technical expertise, operational efficiency, and a strategic mindset to mitigate risks and ensure compliance with regulatory requirements. This role requires exceptional leadership, technical skills, and communication skills to drive cross-functional collaboration and instill a culture of security across the organization.
Key Responsibilities
Strategic Leadership
Develop and execute a comprehensive security operations strategy aligned with the bank's risk appetite and business objectives.
Provide thought leadership on emerging cyber risks and recommend proactive measures to mitigate them.
Serve as a trusted advisor to executive leadership, management committees, and the board on cyber risk issues.
Define, maintain, and report operational metrics to evaluate Security Operations program performance, effectiveness, and adherence with organizational and regulatory requirements.
Incident Response and Crisis Management
Direct and manage Americas Cyber Security Incident Response Team (CSIRT) to ensure timely monitoring, detection, and response to threats.
Lead the development and execution of the bank's incident response plan and associated playbooks
Coordinate responses to security incidents, ensuring minimal impact and quick recovery.
Establish and maintain a threat intelligence program to proactively identify and respond to emerging threats.
Process and Technology Optimization
Evaluate, implement, and optimize security processes and technologies to enhance detection and response capabilities.
Collaborate with IT and engineering teams to integrate security into systems and processes.
Stay updated on emerging technologies and recommend solutions to address evolving threats.
Regulatory Compliance and Audit Readiness
Ensure adherence to cyber risk management regulations, including FFIEC and other applicable laws.
Represent the bank during regulatory examinations, audits, and executive presentations on cyber risk topics.
Maintain thorough documentation to demonstrate adherence to policies and standards.
Team Leadership and Development
Build and mentor a high-performing security operations team.
Provide training and development opportunities to ensure team members stay current in the field.
Foster a culture of accountability, collaboration, and continuous improvement
Core Competencies
Ability to work at both a strategic and tactical level, focusing on the broader picture while driving execution.
Ability to manage multiple initiatives simultaneously, determine prioritization, and work under minimal supervision.
Awareness of latest Information Security risks.
Comfort working in a highly global, diverse, and hybrid (office and virtual) work environment.
Strong technology, information security, and investigation skills.
Strong communication and documentation skills.
Knowledge of business, regulatory, and compliance requirements in the financial services industry
Qualifications/Education Required:
Bachelor's degree in Cybersecurity, Information Technology, Business Administration, or a related field.
Advanced degree (MBA, MS) is strongly preferred.
Relevant industry certifications (CISSP, CISM, GIAC) are strongly preferred.
Experience Required:
Minimum 10+ years of experience in information security or related field.
At least 3 years of experience in a senior leadership role within the banking or financial services industry strongly preferred
Competencies Required:
Incident Management: Ability to analyze, prioritize, and manage security incidents effectively.
Strategic Thinking: Ability to align cyber risk initiatives with business objectives
Communication and Documentation: Strong ensure thorough documentation and clear communications over security operations activities.
Leadership and Team Management: Proven track record of building and leading high performing teams
Industry Thought Leadership: Recognized as a subject matter expert in the cybersecurity or risk management space
Regulatory Compliance: Expertise in navigating banking regulations
Skills & Knowledge Requirements:
Technical Knowledge: Strong knowledge with information security technologies such as SIEM, SOAR, EDR, NDR, etc.
Investigations: Strong knowledge with leading security investigations.
Cybersecurity Frameworks: Deep understanding of frameworks such as NIST Cybersecurity Framework
Policy and Procedure Development: Proficiency in drafting and enforcing policies, procedures, and playbooks.
10070076- Data Loss Prevention Senior Engineer, Vice President
Jersey City, NJ jobs
Senior Security Engineer will ultimately be responsible for the design, innovation, operation, architecture, and thought leadership for the firm's user data loss prevention and data classification systems. This position will collaborate with the rest of the engineers and act as the senior authority on all aspects of the firm's DLP systems. The expectation is that this person will have an advanced understanding of the DLP, data classification, and process automation, but will also have understanding of data security strategy, capability, and use cases. This role is for a SME not just with great technical acumen, but also with great vision of where to take our program.
Major Responsibilities
Define, lead, and execute Data Loss Prevention strategy and processes.
Analyze, design, develop, and operate programs, shell scripts, tests, and infrastructure automation capabilities necessary for daily operations and custom processes.
Management of the technology and processes including monitoring, investigation, reporting, and rule maintenance.
Coordinate with internal Data Loss Prevention (DLP) and Insider Threat teams to develop and integrate events with the UEBA and SOAR technology.
Support security operations and other security partners in remediation or mitigation of security vulnerabilities and assist associated technical teams.
Advise Insider Threat responders as they develop and coordinate response, containment, and remediation capabilities as appropriate.
Provide guidance and training on the technology to additional team members. Be a willing and approachable teacher.
Assist in review of Information Security policies and Program documents and provide updates for continued program maturity and evolution.
Qualifications
8+ years' overall technical experience in either reverse engineering/malware analysis, threat intelligence, incident response, security operations, or related information security field
8+ years' experience in application design/engineering, including but not limited to programming/scripting, Windows/Linux system administration, relational database management system (RDBMS)/NoSQL database administration, etc.
B.S. Computer Science or equivalent experience
Subject matter expert in all facets of data loss prevention (DLP) technology
Subject matter expert in all facets of the Symantec suite of DLP products (legacy Vontu) and Zscaler DLP
Masterful understanding of DLP capabilities, strategies, and principles
The typical base pay range for this role is between $137K - $176K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package,
please click the link below.
MUFG Benefits Summary
COO (with potential track to CEO)
Plattsburgh, NY jobs
The Chief Operating Officer (COO) oversees business operations and is responsible for the development, recommendation, implementation, and promotion of policies, procedures, programs and projects involving operations, as well as leading and managing a comprehensive array of the banks business units and special projects, while promoting service excellence and improving organizational efficiencies. The Chief Operations Officer (COO) is responsible for the management and oversight of the daily operations of the bank, including back-office operations, including Information Technology/Security, Retail Operations, Electronic File Transfer (EFT), Deposit & Loan Services, Audit & Compliance departments. The COO is also appointed as the Information Security Officer, Business Continuity Coordinator and heads the Information Technology Steering Committee. The COO must be customer-oriented, have strong leadership skills and possess the ability to guide and inspire outstanding performance. This position will be a part of an executive team and will be responsible for contributing to the development, implementation and administration of the bank's strategic goals and objectives. The Chief Operations Officer serves as a key customer in developing strategic initiatives and accountability to assure sound bank growth. The goal of the COO is to secure the functionality of business to drive extensive and sustainable growth efficiently. Reporting directly to the CEO and attending meetings with the Board of Directors and Committees, as assigned by the CEO, the ideal candidate will be collaborative, have a high level of professionalism, excellent verbal and written communication capabilities, and great project management skills. The successful candidate will be able to translate our vision of increased reach, impact, and community development leadership into meaningful and measurable actions. Through ownership, collaboration and innovation, and guided by our mission, the COO provides leadership, management, and vision necessary to ensure the organization has proper operational controls and people systems in place to ensure operational efficiency. REQUIRED SKILLS & ABILITIES ▪ An energetic, forward-thinking and creative leader with the ability to drive innovation, specifically regarding service technology, in customer delivery in the areas of sales and service. A decisive individual who possesses a strategic focus, as well as an operational and detail-oriented perspective. Qualified candidates must be able to use a collaborative management style that promotes effective communication and teamwork. ▪ Must collaborate with the Senior Leadership team to develop and implement plans for the operational infrastructure of systems, processes, and personnel designed to accommodate the strategic objectives of the organization. The COO will ensure the delivery of the bank's service culture through the branches, community education, customer development and be directly responsible for the sales cycle. ▪ Solid focus on understanding our customers; the knowledge, skills and ability to seize market-driven opportunity, master change and foster staff development through, mentoring, coaching, and modeling of the bank's core values. ▪ The candidate will manage departments and programs to minimize risk to the organization and maximize staff efficiency through use of technology. ▪ The COO will ensure each department's operational excellence and maintain the highest level of customer service resulting in a memorable customer experience. ▪ Demonstrated knowledge of principles of management and administration. ▪ Proven leadership ability with strong personnel development experience. ▪ Demonstrated background leading and managing critical projects. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. ▪ Evaluates key operational metrics; determines potential cost efficiencies, program improvement, or policy change. ▪ Establishes collaborative relationships with suppliers/vendors and pursue low costs through diverse sourcing. ▪ Supports senior management with business strategies, offering insights, and contributing to key decisions. ▪ Assists with identifying opportunities and assessing strategic and financial merits and risks. ▪ Establishes operational priorities and helps to create the vision and buy-in that will facilitate implementation and ensure development of a service- and performance-oriented culture that drives continuous improvement to achieve best practices. ▪ Anticipates opportunities by remaining actively informed regarding new developments and innovative and economical solutions to complex business challenges. ▪ Manages performance activities, including consumer-wide reporting, new business development assessment, and profitability maximization. ▪ Analyzes financial and operational performance metrics to identify areas for improvement. ▪ Develop and implement strategies to enhance the company's profitability and liquidity profile. ▪ Collaborates with applicable divisions to ensure banking operations are aligned with corporate goals. ▪ Foster strong relationships with key stakeholders to support business objectives. ▪ Promote effective and productive relationships between cross-functional and cross-organizational work teams. ▪ Keep HR informed about strategic business plan initiatives that require HR support. ▪ Ensures strategies, change initiatives, and competitive information are communicated in clear and compelling ways. Listens to, leverages, and promotes the diverse ideas, perspectives, and contributions of others across the business. ▪ Lead change management efforts to ensure smooth transitions and adoption of new processes and systems ▪ Management, oversight and negotiation of annual umbrella insurance policies and renewals. ▪ Design, plan and implement business strategies, plans and procedures. ▪ Identify, strategize, develop, and drive initiatives to enhance competitiveness and improve efficiencies. ▪ Cultivate a culture, which aligns with both the strategic and operational plans and objectives of the Bank. ▪ Monitor and evaluate the overall effectiveness of the operations functions; identify specific problems and trends and apply appropriate training or corrective strategies. ▪ Align overall business strategy with innovative thinking, identify trends and business opportunities within the market, and seek input from stakeholders at different levels to identify areas of innovation and growth. ▪ Provide support for implementing strategic initiatives, recommendations for relevant capital expenditures, analyzing financial impacts. ▪ Set comprehensive goals for measuring success. ▪ Maintain an in-depth knowledge of all products, services, equipment, internal controls and policy and procedures. ▪ Ensure compliance with all relevant regulatory requirements and conformance with policy. ▪ Administer policies and procedures and ensure compliance with applicable laws and regulations. ▪ Provide support and assistance with research for departments as needed. ▪ Review and provide guidance, coaching and education based on the results of independent control assessments, audits and exams. Prepare and provide requested documents for audits or examinations when requested. ▪ Consistently promotes the bank's core values and maintains positive relationships with all stakeholders (Employees, Board of Directors, Customers) ▪ Annually participate in budgeting process for area(s) of responsibility. ▪ Responsible for all bank facilities (leased or owned). ▪ Completes any assigned training in a timely manner. OTHER DUTIES The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ▪ Bachelor's degree (B.A./B.S.) or in Business, Management, or related discipline; Master's degree preferred. ▪ Six to eight years related experience; three to five years in senior management, preferably in the banking industry. ▪ An equivalent combination of education and experience may be accepted as a satisfactory substitute for the specific education and experience listed above. ▪ Advanced knowledge of operations, compliance, regulations, policies, procedures and processes. ▪ Experience in developing leaders and developing strategic plans for growth. ▪ Ability to motivate and lead a team, coordinate internal and external resources and achieve measurable results against goals. ▪ All officers will be expected to demonstrate excellent interpersonal skills and a commitment to high quality personal service to our customers and to other departments and employees within the bank. All officers should have good communication skills and be willing to pursue appropriate continuing education. ▪ Outstanding organizational and time management skills. ▪ Adaptive thinking and a strong, critical mindset; ability to think strategically regarding all bank operations. ▪ Strong business acumen and presentation skills; effective communication skills, with the ability to present complex financial information to stakeholders. ▪ Highly proficient at project planning, budgeting, and oversight. ▪ Forward-thinking and adaptable to dynamic situations. ▪ Detail-oriented with a high level of accuracy. ▪ Excellent analytical and problem-solving skills. ▪ Advanced Microsoft Office skills ▪ Exhibits Champlain National Bank core values.
AVP Data Modeling and Anaytics
New City, NY jobs
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share.
Analytics, Digital and Architecture (ADA) is a recently established function within Global Finance. ADA's aim is to be the pioneering force shaping the future of analytics, engineering, and innovation to empower insight and strategic decision making in Finance. ADA is a globally diverse team. The ADA Analytics team aims to ensure that Finance develops models, methodologies and other analytics that bring tangible benefit to the users, housed within a robust framework and compliant with regulatory rules.
As our AVP, Modeling and Analytics you will:
Manage the model life-cycle, while engaging with business and finance teams
Ensure that the models continue to be fit for purpose via establishing an effective model validation framework
Maintain documentation and control for models in line with internal policies and regulatory guidance
Onboard and maintain models on internal model execution platforms
Working with business partners to provide financial and technical analysis and recommendations regarding current and/or proposed PPNR models
Working with businesses, risk and finance teams to submit and validate data and analyze the consolidated results
Development/enhancement of models, methodologies and infrastructure across Finance predominantly related to forecasting, stress testing
You´ll likely have the following qualifications to succeed in this role:
Minimum qualifications:
Advanced (masters or PHD equivalent) degree in a quantitative (e.g. science, mathematics, engineering, econometric, financial engineering) field.
Experience in developing timeseries, regression models
Proficiency in Python with experience using libraries like NumPy, Polars, Scikit-learn, TensorFlow and PyTorch
Strong ability for problem solving and attention to detail
Strong communication, analytical, and presentation skills
Good to have:
5+ years of relevant work experience
Knowledge of bank stress testing and CCAR requirements
Experience building machine learning models
Commercial acumen - good knowledge of Banking products and its dynamics, conceptual soundness of related financial ratios, P&L and drivers
Ability to operate in a fast-paced environment and with all levels of internal and external management and government regulators
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
VP, Senior Wealth Consultant - Ultra High Net Worth
Vienna, VA jobs
Regular
Your opportunity
*In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities*
Candidate must reside or be willing to relocate to Bethesda, MD or Tyson's Corner, VA
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum of investment needs to help clients manage large and complex portfolios. Supporting our clients' wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs
Retain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scores
Partner with wealth specialists to offer solutions including banking, lending and trust
Take an in-depth consultative approach to analyze, assess and find appropriate solutions to meet client needs based on the breadth of Schwab's Wealth Management offer
Develop a customized financial strategy for prospects and existing clients
Demonstrate a thorough understanding around how to assess suitability and recommend appropriate retirement income advice and distribution process for clients living in retirement
Demonstrate proficiency in deepening relationships with clients, from engagement and discovery to gaining commitment and ongoing service.
What you are good at:
Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities
Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives
Demonstrates a bias for action and a commitment to achieving sustainable results
Able to listen to client's needs and make decisions/take actions that help clients achieve their long-term goals
Knows how to follow the proper risk, supervision and controls guidelines to deliver the best outcomes for clients. Exhibits strong culture of compliance, adherence to policy and Schwab's high standards
Demonstrates good judgment in selecting methods and approaches for finding appropriate solutions for clients
Able to adjust style of communication to best connect with others
Demonstrates and encourages collaboration and teamwork cross functionally and within his/her team
Demonstrates personal resilience and a commitment to continually learn
Able to remain positive and focused during times of pressure, adversity, or change
Actively engages and helps others succeed
Understands life event triggers for clients and leverages this ability to consolidate and retain assets; proven ability to probe clients for life event triggers and provide financial advice accordingly
Flexible in changing environmental, economic, and client need scenarios; proven experience demonstrating the ability to lead change within self and others positively
What you have
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Preferred Qualifications
Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP highly preferred
Bachelor's degree highly preferred
Required Qualifications
Active & valid FINRA Series 7 license
Active & valid FINRA Series 66 (63/65) license
Active & valid Life & Health insurance
7+ years financial services industry experience
2+ years Ultra- HNW client experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
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.
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
10073828-WD-Red Team Operator, Assistant Vice President
Tempe, AZ jobs
Being part of the red team provides you with the opportunity to work on the cutting edge of cybersecurity and help drive the improvement of detection capabilities as well as strengthening of defenses to improve our overall security posture. The role also offers you with the opportunity to lead and mentor junior team members and provide guidance on complex projects.
Major Responsibilities
Developing guidelines for the usage, control, maintenance and audit-readiness of information and computer resources that are used in the distributed processing environment.
Analyzing and addressing customer security requirements for all business applications existing on a distributed platform.
Assisting in the evaluation, selection, and installation of security software products for distributed platforms.
Identifying distributed systems security issues as they arise and coordinating with the security architect to ensure that issues are addressed and resolved in a timely basis.
Conduct tactical assessments that require expertise in social engineering, application security (web and mobile), physical methods, lateral movement, threat analysis, internal and external network architecture and a wide array of products
Document and formally report testing initiatives, along with remediation recommendations and validation
Maintain tools and scripts used in penetration-testing and red team processes
Conduct research into real-world threat actor tactics, techniques, and procedures (TTPs) and apply that knowledge to Red Team Exercises
Assess new technologies, software applications, and devices for potential avenues of exploitation
Develop exploits based on identified vulnerabilities
Develop scripts, tools, or methodologies to enhance Red Team processes
Work with teammates to consistently learn and share advanced skills and foster team excellence
Qualification
Bachelor's Degree in Computer Science or related fields; applicable specialized training; or equivalent work experience - equally preferable
Certified Information Systems Security Professional (CISSP), Global Information Assurance Certification (GIAC), Certified Information Systems Auditor (CISA), Certified in Risk and Information Systems Control (CRISC), Certified Information Security Manager (CISM), OSCP, OSCE, GWAPT, or other security certifications desired
Understanding of one or more compliance frameworks: NIST, FFIEC, GLBA, SOX, PCI, etc.
5-7 year of experience conducting penetration-testing/red team engagements
Experience in planning and executing advanced attacks that evade network and endpoint security controls to demonstrate the potential adverse impact caused by a threat actor
Experience with implementing red team assessment methods, tools, and techniques
Experience identifying and exploiting common web-application vulnerabilities, such as: SQL Injection, DOM Manipulation, Authorization System Bypass, Design Logic issues, bounds checking, role & access validation, and filter evasion.
Experience handcrafting/dissecting HTTP conversations
Experience in developing, extending, or modifying exploits and offensive security tools (shellcode, implants, reflective loaders, etc.), as well as operational experience exploitation, lateral movement, and persistence on Windows and Linux systems, bypassing preventative and detective endpoint and network security controls, C2 frameworks (Cobalt Strike and Metasploit), using common offensive security tools (nmap, CrackMapExec, Impacket, Responder, etc.)
The typical base pay range for this role is between $110K - $135K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary
AVP, Data Scientist
New York, NY jobs
Company Background
FirstKey Mortgage, LLC ("FKM") is one of the world's leading private label securitization and asset management firms. We are a boutique financial services company with a primary focus on the buying and securitizing of residential mortgage and consumer loans. Since inception, FKM has excelled in supporting loan acquisitions, securitizing, and managing real estate and other related assets in the U.S. and Europe.
Established in 2013, FKM is a portfolio company of Cerberus Capital Management and has participated on over $80+ billion rated securitization transactions across 85 bespoke ABS/MBS deals globally.
FKM employs approximately 45 mortgage banking professionals and is headquartered at 900 Third Avenue in midtown Manhattan. Our officers and directors have an average of 20+ years industry experience.
FKM strives for business excellence and superior execution with the following critical functions:
Managing the loan bidding processes which includes data mapping and ingestion, loan payment history analysis and detailed communication with multiple counterparties.
Efficient loan document review using machine learning and optical character recognition.
Vetting of loans for any issues with lending laws, taxes, or underlying collateral value.
Payment collection, surveillance, and loss mitigation once the loan is purchased.
Securitization of loans into bonds and marketing these assets to institutional investors.
Job Description and Responsibilities
The Data Scientist will support the strategic use of data to drive well-informed business decisions. Reporting to the Head of Research and Analytics, this role focuses on translating complex real estate data into actionable insights, building predictive models, and developing analytical tools that support investment, operations, and market strategy. The ideal candidate combines strong technical expertise in data science with an understanding of real estate market dynamics.
Collect, clean, and analyze market, resident and property datasets to support business strategy.
Conduct geospatial analyses to identify market trends and high-potential investment opportunities.
Build and maintain predictive models to forecast property values, rental yields, and investment risks.
Develop dashboards and visualizations to communicate insights effectively to stakeholders.
Monitor and refine analytical models to maintain accuracy and relevance over time.
Stay current on real estate trends and emerging data science methodologies to enhance analytics capabilities.
The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by FKM in its sole discretion.
Qualifications
FKM seeks to hire individuals who are highly motivated, intelligent and have demonstrated excellence in prior roles. The successful candidate should have:
Bachelor's degree in quantitative field such as Statistics, Mathematics, Computer Science or Engineering
3-5 years of experience in data analysis, data science, or analytics, preferably in real estate.
Strong proficiency in programming languages such as Python, R, and SQL; experience with CoreLogic, MLS, HMDA and transaction data strongly preferred
Exceptional analytical skills with strong attention to detail and the ability to translate data into actionable insights.
Proactive problem-solver with effective communication skills and the ability to manage multiple priorities.
Compensation
The base salary for this position is expected to be between $125,000 and $175,000 annually. The base salary offered to the chosen candidate will be commensurate with a candidate's relevant experience and other qualifications for the position, as determined by FKM in its sole discretion. In addition to base salary, this position is eligible for an annual discretionary bonus, which is often a meaningful portion of the compensation package, and a comprehensive benefits package.
10072441-WD Threat Detection & Response Tier 2, Associate Vice President
Tempe, AZ jobs
The working hours for this role in the will be 3pm - 1am EST 4 days per week (Sunday-Wednesday)
In this role you will focus on researching potential cybersecurity threats to various systems, technologies, operations, and programs throughout multiple environments. You will perform analysis based on this research to determine the risk to the organization and take appropriate actions based upon that analysis. Responsibilities include rapidly responding to potential incidents and events to minimize risk exposure and ensure the confidentiality, integrity, and availability of assets and business processes. Additionally, you will proactively monitor internal and external-facing environments, seek opportunities to strengthen and automate detection and remediation capabilities, reduce response times for incidents, and produce analyses of cybersecurity events that include perspectives on the behavior of adversaries.
Major Responsibilities
Perform cybersecurity threat detection, assessment, and mitigation efforts as part of a 24/7 global team
Investigate potential cybersecurity events across multiple environments using various tools and techniques
Conduct analysis of artifacts to determine methods of intrusion and best course of resolution while driving security improvement
Support the development of information security policies, standards, and procedures
Support inquiries from compliance teams such as IT risk management and internal and external auditors to ensure documentation is complete and processes are in compliance with information security policies
Create reports analyzing activities or trends both within and outside of the organization
Support the development of security operations detections, playbooks, and automations to ensure threat detection, monitoring, response, and forensics activities align with best practices, minimize gaps in detection and response, and provide comprehensive mitigation of threats
Review internal logs and alerts to identify potential cybersecurity events. Triage cases based on output from automated alerts, and determine when to escalate to other teams
Monitor external service provider activity to detect potential cybersecurity events
Analyze security data from all systems in real time to spot and thwart potential threats, attacks, and other violations
Lead projects to increase the firm's security posture
Analyze compromised systems and remediate to a clean state
Perform breach indicator assessments to investigate network traffic for malicious activity
Perform threat hunting across the environment to attempt to detect any adversary activity
Support incident resposne activities across MUFG's global network
Assist in the production of various reports which identify and analyze relevant upcoming and ongoing threats to the enterprise
Research evolving threats, techniques, tools, and vulnerabilities in support of information security efforts
Stay current with information security program developments, industry frameworks, changes in the company, industry trends, and current security practices
Support inquiries from compliance teams such as IT risk management and internal and external auditors to ensure documentation is complete and processes are in compliance with information security policies
Qualifications
Bachelor's degree in Information Technology, Cyber Security, Computer Science, or related discipline or equivalent work experience
5 + years of experience working in the Cybersecurity Operations or Information Security
Relevant technical and industry certifications, such as CISSP, ISSMP, GCIA, CISM, CEH, GCFA, GCFE, GCIH, or GSEC are preferred
Experience in one or more security domains including Security Governance and Oversight, Security Risk Management, Network Security, Threat and Vulnerability Management, or Incident Response and Forensics preferred
Experience with information security risk management, including information security audits, reviews, and risk assessments
Desired Skills
Experience with security data collection, analysis and correlation
Well-developed analytic, qualitative, and quantitative reasoning skills
Demonstrated creative problem-solving abilities
Security event monitoring, investigation, and overall incident response process
Strong time management skills to balance multiple activities and lead junior analysts as needed
Understanding of offensive security to include common attack methods
Understanding of how to pivot across multiple datasets to correlate artifacts for a single security event
A diverse skill base in both product security and information security including organizational structure and administration practices, system development and maintenance procedures, system software and hardware security controls, access controls, computer operations, physical and environmental controls, and backup and recovery procedures.
Detailed knowledge and experience in security and regulatory frameworks (ISO 27001, NIST 800 series, FFIEC, SOC2, FedRAMP, STAR, etc.)
Ability to guide and mentor junior analysts in investigations
Understanding of enterprise detection and response technologies and processes (advanced threat detection tools, intrusion detection/prevention systems, network packet analysis, endpoint detection and response, firewalls, Anti malware/anti-virus, Security Information and Event Management tools, etc.)
Experienced with Endpoint Detection & Response, email security, web application firewall, an cloud security tooling.
Ability to perform risk analysis utilizing logs and other information compiled from various sources
Understanding of network protocols, operating systems (Windows, Unix, Linux, MacOS, databases), and mobile device security
Knowledge of the various types of cyber-attacks and their implementations
A fundamental understanding of enterprise cybersecurity frameworks such as MITRE ATT&CK and Cyber Kill Chain
Ability to document and explain technical details in a concise, understandable manner
Experience in operational processes such as security monitoring, data correlation, troubleshooting, security operations, etc.
The typical base pay range for this role is between $104K - $131K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary
Director of Finance and Business Transformation
Florham Park, NJ jobs
We are seeking a forward-looking, client-facing leader to join our Advisory team. This role will help small and mid-sized enterprises modernize their finance and operations by integrating advanced technology, data strategy, automation, and AI. Working directly with business stakeholders, this leader will shape digital strategy, elevate business intelligence, and build scalable systems. The ideal candidate blends deep technical expertise with business acumen and executive presence, driving measurable improvements in efficiency, profitability, and long-term value. The expectation is this position will be onsite a minimum of 3 days a week, 4 is most ideal. Compensation is outlined below. LOCAL CANDIDATES ONLY! Client facing/consultative experience is required with true hands-on DATA experience.
Core Responsibilities:
Build, mentor, and scale a high-performing team of BI, data, and transformation professionals to deliver end-to-end services-including process optimization, system implementation, data strategy, and advanced analytics-that drive operational efficiency and strategic decision-making.
Execute a growth strategy for the Business Intelligence & Transformation practice, including revenue targets, scalable offerings, and strategic partnerships.
Represent the firm in the marketplace through thought leadership, networking, and client acquisition.
Guide clients through digital transformation journeys, including process redesign, automation adoption, and data modernization.
Serve as a trusted advisor, balancing immediate tactical fixes with long-term transformation roadmaps.
Lead executive discovery sessions with CEOs, CFOs, and business owners to identify finance and operations challenges and transformation opportunities.
Facilitate deep-dive workshops with client stakeholders to map current-state finance and operations processes, identify gaps and inefficiencies, and design future-state workflows that enable scalability, automation, and stronger decision-making.
Solution Architect and oversee implementation of ERP, and operational systems that unify accounting, FP&A, procurement, inventory, and reporting functions.
Leverage AI and automation to streamline repetitive finance and supply chain workflows, enhance forecasting, and improve decision-making.
Develop advanced FP&A and forecasting models and KPI dashboards that support strategic decision-making and performance tracking (driver-based planning, scenario analysis, working capital optimization).
Integrate ERP, data warehouses, and BI tools for real-time visibility into cash flow, margins, supply chain performance, and KPI's.
Translate complex technical solutions into actionable business strategies for executive
stakeholders.
Collaborate with internal and external teams to deliver projects from design through
execution, ensuring measurable outcomes.
Continuously monitor technology trends introducing innovations that create client advantage.
Required Qualifications:
Bachelor's degree in Computer Science, finance, accounting or related field.
10+ years of experience in technology advisory, finance transformation, or solution architecture.
Prior experience in an accounting, advisory, or consulting firm.
Strong client-facing consulting experience, ideally with small/mid-market companies across
multiple industries.
Proven expertise in ERP platforms (NetSuite, Sage Intacct, Dynamics, Acumatica, Rillet, Deltek, Yardi) and relevant integrations.
Proven expertise in FP&A platforms (Anaplan, Adaptive Insights, etc.) and integrations.
Familiarity with automation platforms, AI tools, and modern data/BI ecosystems.
Deep understanding of finance processes (P2P, O2C, R2R, FP&A) and operational areas like
procurement and inventory.
Exceptional executive communication, facilitation, and problem-solving skills.
Ability to lead cross-functional teams across finance, operations, and technology.
Demonstrated use of AI and automation tools within finance, operations, or customer
workflows.
Track record of developing digital strategies or AI readiness assessments.
Industry exposure to real estate, construction, SaaS, professional services, or consumer goods is preferred.
Compensation: Target Salary - $250-$300k (commensurate with experience) + discretionary bonus and comprehensive benefits including 401K.
"Wiss is committed to fostering a welcoming community.
We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work.
Applicants must be authorized to work for any employer in the U.S. This policy applies equally to applicants regardless of national origin.
We are an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status.
To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.
VP, Senior Wealth Consultant - Ultra High Net Worth
Rockville, MD jobs
Regular
Your opportunity
*In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities*
Candidate must reside or be willing to relocate to Bethesda, MD or Tyson's Corner, VA
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum of investment needs to help clients manage large and complex portfolios. Supporting our clients' wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs
Retain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scores
Partner with wealth specialists to offer solutions including banking, lending and trust
Take an in-depth consultative approach to analyze, assess and find appropriate solutions to meet client needs based on the breadth of Schwab's Wealth Management offer
Develop a customized financial strategy for prospects and existing clients
Demonstrate a thorough understanding around how to assess suitability and recommend appropriate retirement income advice and distribution process for clients living in retirement
Demonstrate proficiency in deepening relationships with clients, from engagement and discovery to gaining commitment and ongoing service.
What you are good at:
Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities
Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives
Demonstrates a bias for action and a commitment to achieving sustainable results
Able to listen to client's needs and make decisions/take actions that help clients achieve their long-term goals
Knows how to follow the proper risk, supervision and controls guidelines to deliver the best outcomes for clients. Exhibits strong culture of compliance, adherence to policy and Schwab's high standards
Demonstrates good judgment in selecting methods and approaches for finding appropriate solutions for clients
Able to adjust style of communication to best connect with others
Demonstrates and encourages collaboration and teamwork cross functionally and within his/her team
Demonstrates personal resilience and a commitment to continually learn
Able to remain positive and focused during times of pressure, adversity, or change
Actively engages and helps others succeed
Understands life event triggers for clients and leverages this ability to consolidate and retain assets; proven ability to probe clients for life event triggers and provide financial advice accordingly
Flexible in changing environmental, economic, and client need scenarios; proven experience demonstrating the ability to lead change within self and others positively
What you have
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Preferred Qualifications
Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP highly preferred
Bachelor's degree highly preferred
Required Qualifications
Active & valid FINRA Series 7 license
Active & valid FINRA Series 66 (63/65) license
Active & valid Life & Health insurance
7+ years financial services industry experience
2+ years Ultra- HNW client experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
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.
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
Assistant Vice President, Test Analyst
Iselin, NJ jobs
About CLS:
CLS is the trusted party at the centre of the global FX ecosystem. Utilized by thousands of counterparties, CLS makes FX safer, smoother and more cost effective. Trillions of dollars' worth of currency flows through our systems each day.
Created by the market for the market, our unrivalled global settlement infrastructure reduces systemic risk and provides standardization for participants in many of the world's most actively traded currencies. We deliver huge efficiencies and savings for our clients: in fact, our approach to multilateral netting shrinks funding requirements by over 96% on average, so clients can put their capital and resources to better use.
CLS products are designed to enable clients to manage risk most effectively across the full FX lifecycle - whether through more efficient processing tools or market intelligence derived from the largest single source of FX executed data available to the market.
Our ambition to make a positive difference starts with our people. Our values - Protect, Improve, Grow - underpin everything that we do at CLS and define and shape a supportive and inclusive working environment in which everyone is encouraged to be open and forward-thinking
Job information:
Functional title - Test Analyst
Department - Global Testing Services
Corporate level - Assistant Vice President
Report to - Director, Global Testing Services (Settlement Portfolio)
Location - New Jersey - Metropark
Expected full-time salary range between $130,000 - $150,000 + variable compensation + 401(k) match + benefits.
Note: Disclosure as required by NY Pay Transparency Law of the expected salary compensation range for this role.
What you will be doing:
Taking responsibility for the project testing activities. This includes:
Reviewing requirements, solution, design and other project specific technical documentation
Reviewing Test documentation
Providing resource and test effort estimation
Contributing to the Project Test Plan (with re-planning where necessary)
Analysing requirements and technical solutions in order to write Test Strategies for planned levels / phases of testing
Producing Test Strategy and other project specific Test documentation
Monitoring team's progress on allocated tasks
Producing (or assist in producing) Requirements Traceability Matrix, Test Scenarios and Test Scripts
Performing (or assisting in) Test Execution
Performing the Defect Manager role for assigned projects
Identifying and escalating Risks / Issues / Dependencies
Providing regular progress reports to Project and GTS Management
Liaising with project stakeholders (internal to CLS and third party) to address for example knowledge gaps, queries and any other such dependencies
Attending / arranging meetings, workshops
Providing training and assistance to testers to ensure they are following testing and defect reporting processes.
Assigning and conducting day-to-day monitoring of the project test team's assigned projects, tasks, and activities
Performing test execution as required; testing the application to ensure it is working as specified, including use of test cases or on an ad-hoc basis, reporting defects and other issues found during testing in the defect tracking system
Ensuring testing commitments are met within the project test team and monitoring for potential impacts to target dates or other Projects. Communicating potential impacts to target dates to the Project test lead
Managing the JIRA (defect tracking) database for all testing phases (update, follow-up and escalate overdue issues).
Reviewing and estimating requirement change requests
Reviewing and validating test results and defect reports by the Test Executers
Contributing in daily and weekly testing status meetings with the project test team, and the overall Project team
Main project will be related to the CLS Settlement service
Supporting testing/training activities. This includes:
Taking responsibility for the support for other departments' use of the testing environments, where required. For example - assisting business staff in performing UAT
Sharing technical knowledge within the team
Following, implementing and maintaining processes and procedures for QA and Testing activities. This includes:
Test analysis and Preparation processes
Defect Management
Reporting process
Test Execution processes
Identifying and advising on improvements to processes
What we're looking for:
Professional Experience
Software Testing experience in the 'Financial Services' business domain (preferably in FX, Payment - RTGS, SWIFT)
Extensive Software Testing experience, including roles within at least 5 medium to large projects
Experience as a customer managing the delivery of at least one medium to large new system/ project (or a major enhancement of an existing operational system) from a Third-Party IT Vendor
Experience of managing or working with teams within an offshore service model
Experience in producing various Test artefacts including Test Strategy / Plans, Test Scenarios, Test Scripts
Experience in Defect Management
Experience in XMLs and database interrogation using SQL, Linux/Unix
Familiarity with the CLS concept
Familiarity with the ISO 20022 Universal financial industry message scheme.
Personal Traits/Competencies
Self-starter
Quick learner
Analytical
Proactive
Motivated
Flexible
Eye for detail
Leadership capability
Team player
Clear communicator.
Skills Desired:
Good to have financial/banking domain experience.
Experience in working onsite - offshore model
JIRA Defect Management Tool
Zephyr Test Management Tool
Working knowledge of SQL and Linux/Unix
Personal characteristics contributing to an individual's ability to excel in the position
Good level of test experience in team leading test activities for medium to large projects
Very good understanding of Test Processes and relevant Project Processes
Capable of producing quality test artefacts
Extensive experience working in the Financial Services business domain
Good team player with excellent team / people management skills
Successfully working in a high-pressure environment to tight timescales and deadlines
Professional qualifications / certifications
Bachelor degree in a technical field
Software Test Certification (CSTE, ISTQB)
Our commitment to employees:
We are a small company with a big mandate, so every person is essential to our success. We are also committed to employing and retaining the most talented and dedicated people.
What makes us interesting goes beyond our competitive salaries and great benefits. Our work environment is designed around quality outcomes, not output. The FX market would cease to function without our services, and we take pride in being responsible for keeping it running smoothly.
We are different from other financial institutions in that we have a flatter and more transparent structure with accessible leadership. You will be seen, heard and empowered to develop your career.
We are a purpose-driven organization, with an inclusive culture that focuses on doing what is right. The well-being of our people is as important to us as the resilience of our systems. In addition to encouraging our people to ‘locate for their day,' we run a range of initiatives that support employees' sense of belonging and physical, emotional and mental well-being.
Our extensive benefits for employees typically include:
Vacation/annual leave: 25 days in UK/Asia + 3 life days, 23 in US + 3 life days
Private medical and dental cover and life insurance
Generous pension contributions in the UK and Asia; matching 401(k) in the US
Paid volunteer days
‘Locate for your day' hybrid working - 2 days a week in office.
Access to Discover - our learning platform with 1000+ courses from LinkedIn Learning.
Paid parental leave / Coaching and support services
Career development / LinkedIn Learning
‘Heads down days' with no meetings on the last Friday of every month
Wellbeing / Mental health support
Diversity Council / Affinity groups (Women's Forum, Black Employee Network, Pride Network, Parents & Caregivers Network, Sustainability Network)
Social events
Awards:
The Sunday Times Best Places to Work 2023 & 2024 / Big Company / The Sunday Times Awards
Third place in Britain's Healthiest Workplace 2022 / Medium Company / Vitality Awards
Crisis & Incident Management Lead - Operational Resilience - Vice President
New York, NY jobs
The VP, Crisis & Incident Management Lead is responsible for the strategic leadership and operational execution of the Bank's crisis and incident management program across the Americas. As part of the Operational Resilience team, this individual will ensure that the bank can effectively prepare for, respond to, and recover from a broad range of disruption scenarios, including:
Technology and cyber incidents
Third-party or supply chain failures
Natural disasters (e.g., hurricanes, earthquakes, wildfires)
Manmade disruptions (e.g., civil unrest, mass transit outages, workplace violence)
Geopolitical events (e.g., war, political instability, sanctions-triggered disruptions)
Pandemic or public health crises
Infrastructure outages (e.g., power, telecommunications, water supply)
The role will build a resilient culture through a proactive, risk-informed approach that integrates cross-functional crisis response, regulatory compliance, real-time command and control, and continuous improvement. The VP will serve as a senior escalation point for major incidents, lead the regional crisis response for significant incidents, and escalate where needed to the firmwide crisis governance forums.
The role reports directly to the Head of Resilience Management for the Americas and works closely with stakeholders across Technology, Risk, Cybersecurity, Legal, Communications, and Regulatory Affairs to embed a culture of resilience and readiness.
Key Responsibilities
Strategic Leadership
Develop and lead a crisis and incident management strategy aligned to the bank's operational resilience framework and key business services.
Translate regulatory expectations (e.g., FFIEC, DORA, OCC, PRA) into actionable, risk-informed response strategies.
Establish and manage governance forums and escalation protocols for crisis and incident oversight.
Support the definition and testing of impact tolerances and maximum tolerable downtimes (MTD/MTLD) in partnership with Operational Resiliency Testing Lead, Business, and Technology stakeholders.
Incident Response and Crisis Management
Act as the lead coordinator during regional crises, ensuring structured, timely, and effective command, control, and communications.
Maintain and continuously improve incident response plans, escalation playbooks, crisis decision trees, and communication protocols.
Ensure that major incidents-including those involving third parties and cyber events-are managed in line with regulatory requirements.
Integrate internal communications tools and channels into a unified communications strategy.
Maintain and operate an auditable major incident log, with clear decision documentation, timelines, and actions taken.
Process and Technology Optimization
Drive optimization of incident response processes using data analytics, metrics and automation opportunities.
Ensure response tooling (e.g., incident management platforms, emergency notifications) is current, well-trained on, and continuously improved.
Partner with Cyber, Technology, and Ops teams to align response processes and eliminate gaps in cross-domain coordination.
Regulatory Compliance and Audit Readiness
Ensure full compliance with FFIEC, DORA, OCC, PRA
Lead regulatory and internal/external audit preparation, ensuring crisis and incident management capabilities are evidenced through documentation, logs, post-incident reviews, and impact tolerance testing results.
Integrate third-party and cyber risk response coordination into incident response playbooks, ensuring vendor engagement and joint response capabilities are embedded and tested.
Conduct formal Root Cause Analysis (RCA) and post-incident reviews, identifying systemic issues and implementing corrective actions.
Team Leadership and Development
Lead and mentor a high-performing team of crisis and incident managers, driving a culture of excellence, continuous learning, and cross-functional collaboration.
Develop training programs for crisis response teams and executive stakeholders, including annual crisis simulations, tabletop exercises, and cross-jurisdictional response testing.
Support team growth, succession planning, and skills development to future-proof the bank's resilience capabilities.
Core Competencies
Crisis Leadership
Demonstrated ability to lead complex incident response efforts across business, technology, cyber, and third-party domains.
Ability to manage multiple initiatives simultaneously, determine prioritization, and work under minimal supervision.
Strategic Vision
Ability to define and execute crisis and incident management programs aligned with regulatory and business objectives.
Ability to work at both a strategic and tactical level, focusing on the broader picture while driving execution.
Regulatory Acumen
Deep understanding of financial compliance requirements and regulatory frameworks, including FFIEC, DORA, PRA and OCC.
Operational Discipline
Skilled in developing response processes that are scalable, measurable, and auditable.
Influence & Communication
Strong ability to engage and influence executive leadership and cross-functional teams under pressure.
Continuous Improvement
Embeds lessons learned, metrics, and feedback loops into the resilience lifecycle.
Soft Skills & Leadership
Strong leadership and project management skills.
Excellent communication and stakeholder management skills, with the ability to influence technical and non-technical teams.
Analytical mindset with a proactive approach to problem-solving and risk mitigation.
Ability to thrive in a fast-paced, high-stakes environment with competing priorities
Comfortable working in a highly global, diverse, and hybrid (office and virtual) work environment
Strong communication and documentation skills.
Experience Essential
Minimum 10+ years of experience in crisis/incident management, operational resilience, or business continuity.
Experience leading cross-border incident response and regulatory engagement
Experience Desirable
At least 3 years of experience in a senior leadership role within the banking or financial services industry.
Education Essential
Bachelor's degree in Risk Management, Information Technology, Business Continuity, or a related field.
Education Desirable
Advanced degree (MBA, MS) is strongly preferred.
Relevant industry certifications (CBCP, MBCI, CRISC, CISM, ITIL, or Certified Incident Manager) are strongly preferred.
Required Skills
Technical Knowledge: Strong knowledge with incident management technologies such as notification tools, risk intelligence and analysis, etc.
Incident Management Frameworks: Deep understanding of frameworks such as NIST, FFIEC, DORA, PRA, OCC, etc.
Policy and Procedure Development: Proficiency in drafting and enforcing policies, procedures, and playbooks.
Desired Skills
Automation and AI-based incident response triggers
Advanced dashboarding and incident trend analysis
AVP, Claims Contact Center
Phoenix, AZ jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
Accountable for auto, property and/or other claims teams to deliver operational business results at scale. Responsible for member service, paying what we owe, controlling expenses, employee engagement, quality, operational risk and compliance across multiple operational areas. Sets operational goals and measures to achieve overall claims targets. Designs and implements claim's strategies supporting enterprise objectives. Collaborates and influences P&C strategies coordinating with peers to affect P&C mission objectives. Responsible for identifying and advancing broad strategic improvements to the operation including efficiency, effectiveness, compliance and regulatory adherence. Sponsors and shapes large transformational efforts across Operational areas.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ or Tampa, FL. Relocation is available for this position.
Provides executive leadership and guidance on technical matters and extends settlement authority within their process (or as delegated).
Identifies and evaluates internal and external issues of strategic importance to a product line.
Demonstrates executive-level thought leadership, strategy development, and financial and operational planning.
Leads broad functional Claims and P&C projects and may serve as an executive sponsor for projects.
Oversees the development and implementation of functional policies, procedures and guidelines.
Identifies opportunities and facilitates major improvements to processes and systems and works with internal partners to accomplish shared accountabilities.
Engages with and represents USAA with external partners as appropriate.
Works with internal partners to establish appropriate controls within operational area.
Responsible for leadership, communication, employee engagement and coordination of business and Enterprise initiatives.
Influences and executes claims servicing solutions across process, technology, workforce, third party, and/or analytics in support of P&C product competitiveness
Influences and executes operations strategy, plan, goals and objectives in support of Claims Strategy
Inspires a high performing team to deliver exceptional experiences to the members, engaged employees and achieve exceptional results.
Hires, develops, and coaches claims leaders for results delivery.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
10 years of progressive customer service, operational, military or leadership experience to include a minimum of 8 years of demonstrated P&C proficiency and experience.
6 years of people leadership experience in building, managing and/or developing high-performing teams.
Experience in developing P&C business solutions to include building a business case, creating influence and delivering results.
Executive-level business and technical acumen in the areas of effective claims handling processes, claims risk and compliance, integrated change management and front-line communications leading to operational excellence.
Proven ability to influence leaders across multiple disciplines and executive levels.
Demonstrated ability to develop and convert strategic vision into a tactical plan and execute on that plan.
Strong knowledge and applied compliance with Department of Insurance, Fair Claims Practices and Federal regulations governing claims handling.
Experience using data insights and making recommendations decision-makers.
What sets you apart:
Accomplished leader with expertise building a large contact center
Advanced technology skills using AI or IVR technology in a contact center environment
Experience building, developing, and growing teams through transformation and modernization
Strategic leadership skills focused on modernization
Experience utilizing data and insights to understand staffing requirements, productivity and workload standards
What we offer:Compensation:
The salary range for this position is: $195,230 - $351,410.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyTripleTree - Vice President, Mergers and Acquisitions
New York, NY jobs
TripleTree is a trusted partner for mergers and acquisitions, recapitalizations, and strategic advisory services. As a leading healthcare investment bank, we are dedicated to continuous improvement and growth. This commitment impacts the knowledge, relationships, and resources across our business, and requires the addition of talented professionals with strong analytic, strategic thinking, communication and leadership skills - and drive to succeed.
Our Investment Banking Vice Presidents perform critical functions as leaders and active contributors throughout the entire transaction process, from helping to prepare clients for market, engaging with potential buyers, and facilitating due diligence to ultimately negotiating and closing the deal. The position offers substantial opportunities for professional development and upward mobility, while taking on a substantial amount of responsibility in transaction execution, client management, and new business development.
General responsibilities
Working closely with well-established healthcare investment bankers who will act as mentors and work hard to help fulfill your career goals
Analyzing and explaining detailed corporate and financial information
Conducting industry and company-specific business due diligence
Managing and assisting in the preparation of financial models and business valuations
Preparing pitch books and client marketing presentations, memoranda, and deliverables
Understanding the underlying trends that affect the healthcare industries
Coordinating and managing the creation of industry research publications
Developing and cultivating client, prospective client, buyer, investor, and professional advisor relationships
Mentorship and development of junior bankers
Basic Qualifications
Bachelor's degree or military experience
At least 6 years of investment banking, private equity, or transaction advisory experience with a focus on Mergers and Acquisitions
Preferred Qualifications
Master's Degree
At least 7 years of investment banking, private equity, or transaction advisory experience with a focus on sell-side Mergers and Acquisitions
FINRA Licenses - 63, 79, SIE
At this time, TripleTree as part of Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
New York, NY: $215,000 - $260,000 for Vice President, Mergers and Acquisitions
Bloomington, MN: $215,000 - $260,000 for Vice President, Mergers and Acquisitions
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Senior Business Manager - Digital Product Strategy
New York, NY jobs
As a Senior Business Manager at Capital One, you will apply your strategic and analytical skills to major company challenges. You will lead and team with world-class professionals to develop and test strategies that ultimately impact the bottom line. And you'll do it all in a collaborative environment that values your insight, encourages you to take on new responsibility, promotes continuous learning, and rewards innovation.
This role is within Capital One's Enterprise Consumer Product (ECP) Strategy team. ECP is responsible for Capital One's digital customer experiences, including its award winning mobile app, its online presence as well as its marketing and messaging technology ecosystem. The Strategy team defines and shapes ECP's strategic agenda by unlocking key opportunities and tackling some of our most challenging problems relating to the digital customer experience. This role will lead problem solving processes in partnership with product, tech and business leaders across ECP and Capital One
An ideal candidate would have a background in, and a passion for, developing visionary strategies, tackling challenging problems, and leading high performing analyst teams that partner horizontally across the organization.
General Responsibilities:
Strategic leadership: Develop business strategies that will drive growth, profitability, and competitive success for Capital One in the face of shifting consumer and regulatory behavior
Business ownership: Have an ownership mindset including strategic planning with a 1-6 month horizon
Leadership: Manage and develop a team of analysts. Coaching and mentoring associates throughout the organization with a goal of developing and retaining talent at Capital One
Product: Partner with Product Managers, Design and Engineering to build the best products for both Capital One and its partners
Credit Risk: Drive step-change improvements in credit performance by connecting drivers of future consumer credit and Fraud trends to historical behavior and testing hypotheses using rigorous monitoring and analysis
Execution: Coordinate across the line of business to manage and sequence delivery of business intent, build business requirements and execute against the product strategy. Oversee multiple projects and programs concurrently
Partnership: Work closely with colleagues across Capital One including: Tech, Product, Design and others to drive improvement in quality, volume, service, and profitability
Strong business judgment, leadership and integrity: He/she should be a tenacious decision maker, able to bring a healthy, aggressive, yet responsible approach to business
Solid people leadership experience: Ability to build and leverage the capabilities of a high-performing team, as well as business partners across the enterprise. He/she should foster innovation, drive critical decisions, hold business partners accountable, and be able to consistently deliver results
Strong executive communication skills: Impeccable written and oral communication credentials, coupled with strategic influencing skills and the ability to drive agreement through intellect, interpersonal and negotiation skills
Clear results orientation: display an intense focus on achieving both short and long term goals. He/she should be able to drive and execute an agenda in an uncertain and fluid environment
Basic Qualifications:
Bachelor's Degree in any quantitative field (Business, Math, Economics, Finance, Statistics, Science, Engineering)
At least 2 years of experience in quantitative analysis
At least 2 years of experience in qualitative analysis
At least 1 year of experience in people management
At least 1 year of experience in project management
Preferred Qualifications:
Master's Degree in Business or quantitative field such as Finance, Economics, Physical Sciences, Math, Statistics, Engineering
5+ years of experience in quantitative analysis
5+ years of experience in qualitative analysis
2+ years of experience in people management
2+ years of experience in product development
2+ years of experience in financial modeling
2+ years of experience in economic forecasting
2+ years of experience in project management
Capital One will consider sponsoring a new qualified applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
McLean, VA: $193,000 - $220,300 for Sr. Business Manager
New York, NY: $210,500 - $240,300 for Sr. Business Manager
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
President & CEO
River Vale, NJ jobs
Spectrum for Living Development, Inc.
River Vale, New Jersey
The Moran Company is pleased to partner with Spectrum for Living Development, Inc. to recruit the organization's next President & CEO.
Spectrum for Living Background
Founded in 1978 by parents of children with developmental disabilities, Spectrum for Living's primary goal is to develop a total lifetime program to meet the needs of this population and remedy service inequities.
Spectrum provides a wide variety of comprehensive services for up to 1,000 individuals with disabilities, including an Intermediate Care Facility, 14 residential group homes, 5 supervised apartments, and 5 adult day programs across Bergen, Passaic, and Middlesex counties in New Jersey. Additional services include case management, respite, supported employment, and recreation.
Spectrum operates with a $48 million budget and employs 600 staff. Its administrative office is in River Vale, New Jersey, an upscale, safe, family-friendly suburb with highly rated public schools and easy access to Manhattan.
Position Summary
The President/CEO serves as the Administrative Agent of Spectrum for Living. This position provides leadership and overall management by administering a delivery system of comprehensive services/supports in accordance with the organization's mission and implementing policies and programs approved by the Board of Trustees (Board).
This managerial position holds full authority and responsibility for all employees through an organized supervisory system. The CEO has the authority to exercise independent judgment, establish policies and procedures, and ensure all control systems are in place for the effective and efficient management of the organization.
Key Responsibilities
Management and Administration: Provide effective administrative leadership; develop a comprehensive management system for efficient planning, monitoring, and evaluation; ensure adherence to the mission, philosophy, and strategic goals; oversee human resources management, staff evaluation, and staff development; formulate policy and planning recommendations for the Board; coordinate leadership for full licensure; serve as lead contract officer for agreements, major purchases, and capital improvements; plan, organize, control, and evaluate administrative functions; and serve as the final arbitrator of staff grievances.
Financial Management: Develop and implement annual operating and capital budgets (with the CFO); ensure proper financial reporting; maintain control and direction for all funding sources; ensure the agency's financial viability; provide leadership for all fundraising efforts; and oversee the physical assets of the agency.
Board Relations: Advise and inform Board members on all significant matters affecting the agency; interface between the Board and staff; serve as an advisor on Board committees; provide honest feedback to the Board on all programs and make recommendations concerning new programs/growth opportunities; assist with new Board member orientation; attend all regular Board and designated Committee meetings; advise the Board on federal, state and local regulatory initiatives that may impact the agency; act as the designated agent of the Board; and assumes membership on the Endowment Board.
Advocacy and Community Relations: Initiate, maintain, and enhance community relations with various agencies, officials, and business leaders; participate actively on relevant external boards/committees (e.g. ABCD); ensure that the agency's needs and objectives are heard and understood by regulatory authorities; advocate for public policy supporting individuals with intellectual and developmental disabilities (I/DD); promote effective relationships with other I/DD-serving organizations; advocate for public policy supporting providers, people with I/DD and their families; and educate the Board and families on public policy/regulatory matters affecting the I/DD community.
Development and Fundraising: Drive organizational development/fundraising initiatives; actively participate in grant development, presentations, and securing corporate sponsors; encourage all families/stakeholders to support the agency; and develop relationships with local business and community leaders and other major donors.
Program Development and Planning: Develop and implement services that meet community needs; evaluate services against goals, objectives, and established KPIs; ensure annual review of policies and procedures for regulatory compliance; maintain up-to-date information on I/DD; participate in special studies/projects; develop expansion or modification plans; and oversee the commitment to Continuous Quality Improvement (CQI) programs agency wide.
Additional Responsibilities: Conduct regular staff and management meetings for information dissemination and problem resolution; attend family meetings to enhance communication; mentor the executive team and administrative staff; participate in staff development and training; attend operating and non-Board committees/work groups; and serve as an agency representative at public/community meetings.
Professional Qualifications and Personal Attributes
Qualifications: Bachelor's degree required. A master's degree in business/nonprofit management, finance, and/or Health and Human Services is strongly preferred.
Experience: A minimum of ten years of increasingly responsible executive management experience is required, in the developmental disabilities, human services or healthcare sector. Experience must include strategic leadership, fiscal management, organizational resourcing, planning, budgeting, programming, procurement, management, and technical expertise in administering federal and state grant funding. Previous success in establishing external relationships with individuals and organizations of influence, including government agencies, civic leaders, partner agencies, support coordinators and family advocacy groups.
Attributes: Commitment and passion to promote the highest quality of life, purpose, and independence for adults with I/DD. Excellent interpersonal skills (listening, sensitivity, conflict resolution, negotiation); excellent verbal and written communication skills with the ability to inspire support for the mission; strong strategic and critical thinking, diplomacy, and relationship building; keen judgment and decision-making skills; strong collaborative and leadership abilities; ability to interact effectively with all levels of management, the Board, and outside regulatory agencies; ability to work independently, manage multiple tasks simultaneously, and demonstrate exceptional follow-up.
Knowledge: Comprehensive knowledge of laws and regulations from DHS/DDD, DHSS, HUD, HCFA, OPWDD, SED, Department of Health, and other regulatory agencies is required.
Compensation
The projected compensation range for this position is $350,000 to $375,000 annually, commensurate with education and experience. Compensation is supplemented by a strong benefits package, including medical, prescription & vision, dental, life insurance, long-term disability, and a 403(b) plan. Relocation expenses are negotiable.
Statement of Non-Discrimination
Spectrum for Living is an Equal Employment Opportunity Employer. It is the policy of the organization to provide equal employment opportunities to all covered persons and not discriminate against any person because of race, religion, creed, color, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), age, national origin, ancestry, ethnicity, genetic traits, citizenship, military status, marital status, pregnancy, use or non-use of tobacco products, atypical cellular or blood trait, mental or physical disability including AIDS or being HIV positive, affectional preference, sexual orientation, civil union or domestic partnership status, or any other protected characteristic as established by federal, state, or local law.
Application Process
The Moran Company is conducting the search for the Spectrum for Living, Inc. President/CEO. Questions about the position can be directed to Ann Graff, The Moran Company; ****************************.
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