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Pentegra Retirement Services jobs in White Plains, NY

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  • Financial Advisor

    Edward Jones 4.5company rating

    Port Jervis, NY job

    This job posting is anticipated to remain open for 30 days, from 02-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 2d ago
  • Branch Office Administrator

    Edward Jones 4.5company rating

    Webster, NY job

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. Job Overview Position Schedule: Full-Time Branch Address: 659 Ridge Rd, Webster, NY This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We'll give you the support you need. Our team will be there every step of the way, providing: Comprehensive 6-month training including an experienced peer to help mentor you A wide support network that extends from your branch office to your region to the home office You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself... Delivering exceptional personalized service to ensure clients feel understood and informed Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year Actively listen for situations in the clients' lives that may indicate a need for additional services Driving marketing activities such as planning and executing events You can also expect... A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions An inclusive environment where everyone's different viewpoints are valued and help to achieve results. We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role. Hiring Minimum: $23.85 Hiring Maximum: $25.35 Read More About Job Overview Skills/Requirements What skills would make you a successful BOA? Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Role Requirements Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $52k-67k yearly est. 4d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Lancaster, NY job

    This job posting is anticipated to remain open for 30 days, from 10-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 3d ago
  • AVP, Data Scientist

    Firstkey Mortgage, LLC 3.8company rating

    New York, NY job

    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.
    $125k-175k yearly 1d ago
  • Application Production Support

    Natixis Corporate & Investment Banking 4.9company rating

    New York, NY job

    The Application Production Support specialist is a vital member of the IT Support US Equity team, providing both operational and project-related support for Equities trading. This role focuses on IT topics, projects, and systems utilized globally by the business line, with support primarily during US business hours. Essential Duties and Responsibilities Manage daily application issues and requests from Equity trading users Working experience or familiar with vendor products e.g. Sophis Equities Essential Duties and Responsibilities Manage daily application issues and requests from Sophis Equities users. Monitor end-of-day processes and batch jobs during office hours. Provide Level 1 and Level 2 technical support; functional support experience is a plus. Work morning US IT shifts to ensure the accessibility of Sophis Equities. Shift start times vary weekly at 6:00 AM, 7:00 AM, or 8:00 AM EST. Communicate and report issues or problems related to the equity perimeter. Develop and maintain tools to enhance end-user service levels and facilitate support tasks. Assist Business Analysts in automating recurring requests. Perform non-regression testing. Ensure the smooth operation of one or more applications from start to finish, including daily monitoring, organizing maintenance work, and implementing upgrades. Contribute to the implementation of projects within the corresponding community. Plan and deploy new releases in production. Provide support for weekend deliveries and target days as needed. Qualifications Bachelor's degree in a relevant field. 2 to 5 years of experience in an application support role. Excellent application support skills with Sophis Equities. Strong knowledge of the banking IT environment. Ability to work effectively under stress. Strong communication skills. Team player with professionalism, availability, autonomy, and rigor. Proactive approach to incident remediation and continuous improvement/automation. Experience with middleware tools such as Ctrl-M, Zabbix, XLDeploy, Grid Computing (Datasynapse, in-house), and MQ. Proficiency in scripting languages, including Python, PowerShell, and Shell. Familiarity with operating systems such as Windows Server and UNIX. Knowledge of relational database management systems (RDBMS) including Oracle, SQL Server, and Sybase ASE. Proficient in written and spoken English. Natixis is an equal opportunity employer, committed to a workplace free of discrimination. Natixis will not tolerate any form of discrimination based on age, color, mental or physical handicap or disability, pregnancy, marital status, sexual orientation, national origin, alienage, ancestry or citizenship status, race, religion, sex (including sex stereotyping, gender identity, gender expression or transgender status), veteran status, creed, genetic information or carrier status, or any other protected characteristic as established by law. Respect for all means that we deal with each person as an individual and not as a member of any group. All qualified applicants will receive consideration for employment. Management is expected to provide leadership in supporting the firms EEO program by taking steps to promote EEO in all facets of employment including recruitment, hiring, retention, promotion, performance assessment, and career-development opportunities. The salary range for the Associate position will be between $120,000 - 150,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance.
    $120k-150k yearly 1d ago
  • Technical Service Representative

    Visory 3.8company rating

    New York, NY job

    The Visory Technical Service Representative Lead (Tier 2) will serve as the dedicated on-site technical support resource for a key wealth management client in New York City (Midtown). This role provides advanced troubleshooting, escalated issue resolution, and high-quality customer service while acting as the primary technical point of contact for all on-site needs. Working from the client's office Monday through Friday, the TSR Lead will manage and resolve the client's support tickets, coordinate with the broader Technical Service Team for escalations, and ensure consistent, reliable IT support. This position requires strong Tier 2 technical expertise with an emphasis on Azure technologies; Nerdio experience is a plus. While MSP background is beneficial, candidates with solid internal IT support experience will also be considered due to the single-client focus. Only candidates currently in the NYC area will be considered for this role. Duties/Responsibilities: Provide front-line technical support with exceptional customer service both on-site in NYC office and via email, phone and chat while also achieving target customer satisfaction on assigned tickets. Use excellent communication and interpersonal skills to ensure that customer and system issues are resolved in a timely fashion. Identify recurring customer issues and diagnose root causes, then collaborate with Technical Service Manager and Technical Service Team to determine permanent resolutions and solve tickets in the que. Fully document all customer issues and support calls in the ticket system, including problem resolution and time to fix, as well as update existing documentation when found to be incomplete or inaccurate. Maintain and participate in on-call schedule, including weekends and after-hours. Complete assigned training and any other technical training which relates to your job and required skills. Required Skills/Abilities: Strong understanding of Active Directory Fundamentals On-Prem and Azure O365 Working knowledge of Group Policy, RDS/RDP, and Citrix fundamentals Expertise in Microsoft Windows desktop and server operating systems plus Cloud hosting principles. Knowledge of local printer configurations in Remote VMs & Local On-Prem machines Proficiency with Remote Monitoring and Management Systems Working knowledge of Windows Command Line interface Networking fundamentals - including VPN/VoIP/ACLs/Security/Compliance Work in conjunction with other departments to investigate issues. 5+ years related IT work experience and/or training; or equivalent combination of education and experience preferred. Education and Experience: Associates' or Bachelor's degree preferred Full Azure Suite experience required, Nerdio a plus! MS-900 Microsoft 365 Fundamentals Certification, preferred CompTIA Network+ Certification, a plus! About Visory: Visory is a hands-on technology and cybersecurity partner delivering enterprise-grade IT services, compliance support, and managed infrastructure to financial, accounting, construction, and other growing businesses. Backed by a team of over 150 professionals, Visory combines deep industry expertise with excellent client support to keep clients secure, compliant, and running smoothly. The company empowers clients to confidently navigate digital transformation with proactive, thoughtful solutions.
    $57k-96k yearly est. 3d ago
  • Applied Researcher I (AI Foundations)

    Capital One 4.7company rating

    New York, NY job

    Senior Manager, Technical Program Management (Bank Tech) Are you interested in leading programs that deliver on critical business goals and build large scale products & platforms? About Capital One: At Capital One, we were founded on the belief that no one should be locked out of the financial system. We're dedicated to helping foster a world where everyone has an equal opportunity to prosper. We're a bank, but we don't think like one. We're always thinking about what's next, about how we can innovate and inspire, and about how we can develop the tools our customers need to improve their financial lives - by leveraging best in class technology. That's where you come in. About the team: As a Senior Manager of Technical Program Management (TPM) in the Bank Tech organization, you will drive initiatives for ACH, Wires, Instant, and emerging payment types, ensuring platform readiness for modernization and future innovation. In this exciting role, you will partner with Senior Leaders and stakeholders across lines of businesses to drive execution of a cohesive roadmap across multiple workstreams to deliver results that will have a direct impact on the company. In addition to the technical program, you will also work to pave the way for an expanding TPM discipline within the team, by leveraging your industry knowledge and experience to teach the organization what a great TPM can achieve. Our TPM Sr. Managers have: Strong technical backgrounds (ideally building highly scalable platforms, products, or services) with the ability to proactively identify and mitigate technical risks throughout delivery life-cycle Exceptional communication and collaboration skills Excellent problem solving and influencing skills A quantitative approach to problem solving and a collaborative implementer to holistic solutions; a systems thinker Ability to simplify the technically complex and drive well-educated decisions across product, engineering, design, and data science representatives Deep focus on execution, follow-through, accountability, and results Exceptional cross-team collaboration; able to work across different functions, organizations, and reporting boundaries to get the job done. Highly tuned emotional intelligence, good listener, and deep seated empathy for teams and partners Basic Qualifications: Bachelor's degree At least 5 years of experience managing technical programs Preferred Qualifications: 5+ years of experience designing and building data-intensive solutions using distributed computing 3+ years of experience in building distributed systems & highly available services using AWS cloud computing services and architecture 3+ years experience in Payments space 3+ years of experience with Agile delivery 3+ years experience delivering large and complex programs - where you own the business or technical vision, collaborate with large cross-functional teams, secure commitments on deliverables, and unblock teams to land business impact Experience in building systems & solutions within a highly regulated environment Bachelor's degree or higher in a related technical field (Computer Science, Software Engineering) ?At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization). 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. Manager, Technical Program ManagementNew York, NY: $210,500 - $240,300 for Sr. Manager, Technical Program ManagementRichmond, VA: $175,500 - $200,300 for Sr. Manager, Technical Program ManagementWilmington, DE: $175,500 - $200,300 for Sr. Manager, Technical Program Management 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 4901-4920; 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 ************** or via email at RecruitingAccommodation@capitalone.com. 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).
    $72k-106k yearly est. 1d ago
  • Director, Innovation & AI SME, US & Americas

    CrÉDit Agricole CIB 4.9company rating

    New York, NY job

    This position has been established to support CA-CIB Americas in developing and driving the innovation and AI portfolio. The AI SME will be tasked with defining and executing the AI Americas strategy, which includes establishing effective governance with the AI factory team based in Paris, Headquarters. Locally, the AI SME will be responsible for fostering strong collaborations with executive leadership across the Bank to identify AI opportunities. Additionally, they will work closely with various teams to achieve business goals and enhance client experiences. The ideal candidate will drive the implementation of AI solutions, ensuring the Bank adheres to best-in-class delivery approaches for safe and scalable methods. This role requires a solid understanding of the banking sector, expertise in AI/ML technologies, and the ability to integrate AI into banking processes effectively. The candidate must also be able to influence stakeholders while prioritizing and executing strategic initiatives successfully. The AI SME will act as a leading authority on AI within CA-CIB Americas and report directly to the Americas Chief Information Officer/Head of Global IT (GIT) and functionally to the Head of the AI factory in Head office. Key Responsibilities • Serve as a key representative of the AI Factory, promoting and implementing AI solutions and culture throughout CA-CIB Americas • Cultivate strong relationships with local C-suite executives to align AI strategies with broader organizational objectives, ensuring support and advocacy for AI initiatives • Communicate local requirements and insights to the head office and the AI Factory, and generate relevant use cases • Oversee local AI governance and reporting to ensure compliance and transparency in AI usage across Americas operations • Build and manage the local portfolio of AI use cases in collaboration with business and IT teams, ensuring alignment with local needs • Manage the “New Service & Usage” process related to AI solutions in collaboration with local support functions (Risk, Compliance, Legal, IT Security…). • Develop a comprehensive training plan: identifying target audiences, training requirements, and priority areas. • Establish the practice as a thought leader in the AI space through active industry participation, publications, and advocacy for ethical AI practices. • Stay abreast of local AI market trends, including competitor activities and innovation, and provide regular insights to inform strategic decisions. Communication Key Internal Contacts Regional and local management, Central AI factory and GIT IT lines. Control functions in particular RPC, CPL, LGL and ISS, COO Office. Business lines Key External Contacts Local innovative and AI ecosystem. Education Advanced degree in AI, Data Science, Computer Science, Business, or a related field. Experience Practice Building: Proven ability to establish and scale a practice or team, including acquiring new clients and developing innovative service offerings. Strategic Leadership: Expertise in defining and executing AI strategies that deliver significant business outcomes. C-suite Engagement: Experience working with senior executives to drive alignment and communicate the value of AI initiatives. AI and Machine Learning Knowledge: Strong understanding of AI models, frameworks, and analytics, with the ability to bridge technical and business perspectives. Demonstrated ability to deliver large-scale training sessions to diverse audiences with varying levels of expertise on the subject matter Required skills Be passionate about AI & Innovation - focused on defining the broad AI strategy and how to bring to life within the Bank. Naturally curious and logically minded Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence Highly self-motivated and ability to remain calm under intense pressure Team oriented Analytical and data-driven with knowledge of KPI frameworks such as OKRs or HEART to communicate measures of success. IT literate Good understanding of bank products Extensive market knowledge
    $154k-216k yearly est. 3d ago
  • C++ Developer

    Hedge Fund 4.3company rating

    New York, NY job

    The Role: We are seeking exceptional C++ Technologists to join our team to further enhance and build within our trading infrastructure. What You'll Do: Write high-performance C++ code Enhance our next-generation trading platform Implement mission-critical trading infrastructure What You'll Bring: A minimum of 2 years of experience writing high-performance C++ Expertise in modern C++ (C++17/20, etc.) In-depth understanding of network programming and distributed computing Market Data Knowledsge Strong knowledge of Unix/Linux fundamentals Solid grasp of data structures and algorithms
    $123k-161k yearly est. 2d ago
  • IT Business Analysts - Equity Operations ASO/VP

    Natixis Corporate & Investment Banking 4.9company rating

    New York, NY job

    The Global Markets & Risks Booking and Post Trade IT team is responsible for booking and post trade applications for Equity Derivatives, Securities Lending, Global Macro (Rates, FX, Commodities), Credit Front Office and Support Functions teams. The team is involved in the different phases of application development: user needs collection, analysis, design, implementation, delivery, support, and maintenance, within an agile framework. We are seeking a Operations IT Business Analyst specializing in: Equities Booking and Post-Trade domain, particularly in areas such as Equity/Securities Lending, Operations, Compliance, and Accounting (Loanet, Sophis, Broker Dealer back-office applications, …) Collateral Management and Cash Management in external and internal applications (Calypso…) for Global Markets activities. The candidate will primarily be involved in Business Analysis to help implement new features in the supported applications, and in functional support for end-users in Operations. He/She/They will work closely with Operations and global IT Teams and will have a good knowledge of financial products and Operations. The candidate's responsibilities will include gathering requirements from operations, writing business requirements, creating mockup screens or proofs of concept, liaising with IT developers (both locally and in Head Office), defining and executing test scripts, and coordinating with end-users for User Acceptance Testing (UAT). Additionally, the candidate will be responsible for functional support and will assist with planning and status reporting. Main responsibilities include: Business Analysis / Project Management: Collaborate closely with user representatives (traders, operations personnel, etc.) to gather and document business requirements. Conduct and document impact and gap analyses. Evaluate IT solutions to determine the best fit for business needs. Develop user stories and detailed functional specifications for IT development teams. Define and execute test scripts. Coordinate User Acceptance Testing (UAT). Engage in project scoping and planning, progress reporting, and the identification and management of issues and risks, ensuring effective communication throughout. Functional Support / Maintenance: Provide day-to-day support for Booking and Back Office applications, including booking, straight-through processing, settlement, clearing, reporting, and accounting. collateral management, cash management, straight-through processing, settlement, clearing, reporting, and accounting. Qualifications : Bachelor Degree in Computer Science / Finance Experience in IT business analysis for Back Office in the Finance industry Functional knowledge of Equity/Securities Lending activities from a operations perspective including booking, settlement, clearing, reporting and accounting for US broker dealer. Functional knowledge of Equity and fixed income activities from a collateral and cash management perspective. Knowledge of booking, settlement, clearing, reporting and accounting is a plus Familiarity with Collateral and Cash Management systems (Calypso or equivalent). Familiarity with Broker Dealer systems (e.g., Phase 3/Shadow Suite), and trading systems such as Sophis (or equivalent), Smart Loan, Loanet,. Knowledge of SQL, Jira, Confluence Strong communication skills.to effectively support the needs of Operations and Front Office teams Ability to quickly prioritize and multi-task in a fast-paced environment on multiple applications Strong analytical and problem-solving skills Detail oriented with the ability to multi-task Strong interpersonal and organizational skills Knowledge in Agile scrum practices and methodologies is a plus Natixis is an equal opportunity employer, committed to a workplace free of discrimination. Natixis will not tolerate any form of discrimination based on age, color, mental or physical handicap or disability, pregnancy, marital status, sexual orientation, national origin, alienage, ancestry or citizenship status, race, religion, sex (including sex stereotyping, gender identity, gender expression or transgender status), veteran status, creed, genetic information or carrier status, or any other protected characteristic as established by law. Respect for all means that we deal with each person as an individual and not as a member of any group. All qualified applicants will receive consideration for employment. Management is expected to provide leadership in supporting the firms EEO program by taking steps to promote EEO in all facets of employment including recruitment, hiring, retention, promotion, performance assessment, and career-development opportunities. The salary range for this position will be between $145,000 - $180,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance
    $145k-180k yearly 3d ago
  • Model Risk (Risk Management) : Job Level - Associate

    Morgan Stanley 4.6company rating

    New York, NY job

    Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. The talent and passion of our people is critical to our continued success as a firm. Together, we share four core values rooted in integrity, excellence and strong team ethic: 1. Putting Clients First 2. Doing the Right Thing 3. Leading with Exceptional Ideas 4. Giving Back 5. Committing to Diversity and Inclusion Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow. Firm Risk Management Firm Risk Management (FRM) enables Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks. You will collaborate with colleagues across FRM and the Firm to protect the Firm's capital base and franchise, advise businesses and clients on risk mitigating strategies, develop tools and methodologies to analyze and monitor risk, contribute to key regulatory initiatives and report on risk exposures and metrics to enable informed and strategic decision-making. Through thoughtful analysis and clear communication, we are best able to bring our ideas to the table and improve the Firm. Firm Risk Management values diversity and is committed to providing a supportive and inclusive workplace for all employees. Firm Risk Management's unique franchise promotes: > Flat, flexible and integrated global organization > Collaboration and teamwork > Credible, independent decision-making > Organizational influence > Creative and practical solutions > Meritocratic and diverse culture Background on the Position: This role will reside within Firm Risk Management's Model Risk Management team responsible for the Firm's management of model risks related to the implementation and use of valuation models and Pre-Position Net Revenue (PPNR) models for the Firm's Wealth Management products. This position requires strong risk management mindset, proven subject matter expertise in financial crime regulatory requirements and model validation, and excellent technical, leadership, and organizational skills. Primary Responsibilities > Perform independent model reviews compliant with Model Risk Management policies and procedures, regulatory guidance and industry leading practices, including evaluating conceptual soundness, modeling methodology, assumptions, model limitations / weaknesses, and on-going monitoring for Firm's valuation models and PPNR models to support Wealth Management deposits (sweeps, savings) and lending products. > Communicate model validation conclusions to Validation Head for WM Deposits and Lending models and relevant stakeholders and engage relevant 1LOD and 2LOD functions to adequately resolve identified model issues. > Write comprehensive and high-quality review reports for models validated > Support engagements with Internal Audit and regulators as required Experience Required > 2+ years performing model validations, preferably of valuation models or PPNR models. > Working knowledge of statistical techniques, quantitative finance. > Proficiency in statistical software packages. > Experience with modeling of customer behavior ; deposit or lending products, or treasury investment portfolio is a plus. > Sound understanding of model SR 11-7/OCC 2011-12. Skills Required > Graduate degree in Finance, Mathematics, Physics, Statistics or similar quantitative field. > Knowledge of machine learning techniques is a plus. > Risk-oriented mindset including effective risk prioritization, critical and analytical questioning, and ability and willingness to speak up. > Strong written and verbal communication skills. > Critical thinking, problem solving, team-collaboration skills. > Desire and ability work in a dynamic, fast-paced, high-pressure environment focusing on challenging tasks mixing fundamental, quantitative, and market-oriented knowledge and skills. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $100k-140k yearly Auto-Apply 40d ago
  • COO (with potential track to CEO)

    Champlain National Bank 4.0company rating

    Plattsburgh, NY job

    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.
    $134k-168k yearly est. 1d ago
  • Principal Front-End Developer - Trading Platforms

    Summit Tech Partners 3.5company rating

    New York, NY job

    Job Title: Principal Front-End Developer - Trading Platforms Employment Type: Full-Time, Direct Hire About the Role We're seeking a highly skilled Principal Front-End Developer to lead the development of sophisticated trading platforms and financial systems. This role is ideal for a seasoned technologist with deep experience in financial markets and a passion for building scalable, high-performance applications that support fund administration and regulatory compliance. Responsibilities Architect and develop front-end components for trading and fund administration platforms Collaborate with cross-functional teams including product managers, traders, and compliance officers Implement CI/CD pipelines using tools like Jenkins and Azure DevOps Design and deploy microservices-based applications on Azure Cloud and Data Bricks Ensure adherence to financial regulations and data governance standards Lead code reviews, mentor junior developers, and champion engineering best practices Required Skills & Experience 10+ years of software development experience, with a strong focus on front-end systems Expert-level proficiency in C#, .NET, .NET Core, SQL Hands-on experience with CI/CD tools (Jenkins, Azure DevOps) and unit testing frameworks Proven experience with microservices architecture, Azure Cloud, and Data Bricks Deep understanding of financial instruments, trading workflows, and regulatory requirements Industry experience with platforms such as Geneva, Orchestrade, Bloomberg, or FlexTrade Demonstrated success in developing fund administration and/or financial systems Preferred Qualifications Experience with containerization (Docker, Kubernetes) Familiarity with FIX protocol and market data integration Strong analytical and communication skills Agile development experience
    $78k-108k yearly est. 1d ago
  • Director, Technical Program Management, Bank Tech

    Capital One 4.7company rating

    New York, NY job

    Are you interested in leading programs that deliver on critical business goals and build large scale products & platforms? About Capital One - At Capital One, we're changing banking for good. We were founded on the belief that no one should be locked out of the financial system. We're dedicated to helping foster a world where everyone has an equal opportunity to prosper. We're a bank, but we don't think like one. We're always thinking about what's next, about how we can innovate and inspire, and about how we can develop the tools our customers need to improve their financial lives - by leveraging best in class technology. That's where you come in. About the team - We are seeking top tier Technical Program Management (TPM) talent to lead strategic initiatives for ACH, Wires, Instant, and emerging payment types. In this exciting role, you will propel us in our journey towards platform modernization and future innovation. You will be partnering with Executive Leaders and stakeholders across lines of businesses to drive the execution of a cohesive roadmap across multiple workstreams to deliver results that will have a direct, significant impact on the company. In addition to the technical program, you will also work to pave the way for an expanding TPM discipline within the team, by leveraging your industry knowledge and experience to teach the organization what a great TPM can achieve. Our TPM Directors have: Strong technical backgrounds (ideally building highly scalable platforms, products, or services) with the ability to proactively identify and mitigate technical risks throughout delivery life-cycle Exceptional communication and collaboration skills Excellent problem solving and influencing skills A quantitative approach to problem solving and a collaborative implementer to holistic solutions; a systems thinker Experience as a TPM leader to grow and develop a team of TPMs, while also building the foundations for the TPM practice Ability to simplify the technically complex and drive well-educated decisions across product, engineering, design, and data science representatives Deep focus on execution, follow-through, accountability, and results Exceptional cross-team collaboration; able to work across different functions, organizations, and reporting boundaries to get the job done. Highly tuned emotional intelligence, good listener, and deep seated empathy for teams and partners Basic Qualifications: Bachelor's degree At least 7 years of experience in technical program management Preferred Qualifications: 7+ years of experience designing and building data-intensive solutions using distributed computing 3+ years of experience in building distributed systems & highly available services using cloud computing services / architecture - preferably using AWS 3+ years experience building highly scalable mobile products & platforms 3+ years of experience with Agile delivery 3+ years years experience delivering large and complex programs - where you own the business or technical vision, collaborate with large cross-functional teams, secure commitments on deliverables and unblock teams to land business impact Experience in building systems & solutions within a highly regulated environment Bachelor's degree in a related technical field (Computer Science, Software Engineering) MBA or Master's Degree in a related technical field (Computer Science, Software Engineering) or equivalent experience At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer). 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: $226,000 - $257,900 for Director, Technical Program Management New York, NY: $246,500 - $281,300 for Director, Technical Program Management Richmond, VA: $205,400 - $234,400 for Director, Technical Program Management Wilmington, DE: $205,400 - $234,400 for Director, Technical Program Management 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).
    $246.5k-281.3k yearly 9h ago
  • Options Trader

    Jane Street 4.4company rating

    New York, NY job

    We are looking to hire an experienced Options Trader who can help us price and trade options, develop models, manage risk, investigate new products, and push into new business areas. About You 4+ years of market-making experience in ETF/index/equity options Highly analytical thinker and proficient in probability and statistics Comfortable working in a fast-paced, collaborative environment Strong communication and interpersonal skills Eager to learn, adaptive, responsible Coding skills are a plus If you're a recruiting agency and want to partner with us, please reach out to ********************************** .
    $169k-243k yearly est. Auto-Apply 60d+ ago
  • Workday Payroll Consultant

    Hale International 3.4company rating

    New York, NY job

    Senior Workday Payroll Consultant - 9-12 Month Contract Hale International is partnering with a large manufacturing organization to support the implementation of Workday Payroll across a complex, unionised environment. We are looking for an experienced Senior Workday Payroll Consultant to play a key role in the delivery of this programme, supporting a payroll population of approximately 15,000 employees across multiple U.S. states and select international locations. This role will cover the full lifecycle of the implementation, from design and requirements gathering through testing, go-live, and post-production stabilization and optimisation. Key Responsibilities: Lead the configuration and delivery of Workday Payroll across a large, multi-entity manufacturing workforce. Support weekly, bi-weekly, semi-monthly, monthly, and off-cycle payroll runs. Gather detailed business and payroll requirements by working directly with Payroll, HR, Finance, Compliance, and Union stakeholders. Provide expert guidance on Workday Payroll best practices, tailored to a unionised manufacturing environment including shift work, overtime, premiums, and complex pay rules. Configure and support multi-state payroll processing and compliance, with a focus on California, Oregon, Washington DC, and Virginia. Support aspects of global payroll for Canada, France, and the UK. Lead testing across all phases, including UAT, Parallel Payroll, and full end-to-end testing. Work closely with technical teams to resolve payroll, integration, and data issues. Support payroll data migration and validation, including balances and year-to-date figures. Provide hands-on support during post-go-live stabilization, followed by optimisation and enhancement activities. Partner with Time Tracking, Absence, Benefits, and Finance teams to ensure full end-to-end payroll integration. Support knowledge transfer and help establish strong operational processes for the business. Required Experience: 5+ years of Workday Payroll experience, including at least one full end-to-end implementation. Strong background delivering payroll solutions within manufacturing or similarly regulated environments. Proven experience supporting unionised payroll populations. Hands-on experience with multiple payroll frequencies (weekly, bi-weekly, semi-monthly, monthly, and off-cycle). Strong knowledge of multi-state payroll compliance, particularly CA, OR, DC, and VA. Exposure to global payroll operations (Canada, France, and the UK) highly desirable. Demonstrated experience leading UAT, Parallel, and End-to-End payroll testing. Confident working directly with senior stakeholders on requirements gathering and solution design. Strong reporting, reconciliation, and audit support experience. Excellent communication skills and the ability to work in fast-paced, large programme environments. This is an excellent opportunity to take a lead role on a large-scale Workday Payroll implementation within a complex, unionised manufacturing business, with additional exposure to global payroll operations.
    $77k-116k yearly est. 3d ago
  • Head Of Data & Analytics

    W Talent 4.5company rating

    New York, NY job

    We are partnering with a leading financial services organization to hire a Data & Analytics leader to oversee enterprise data capabilities supporting various business functions within a large Group Benefits business. Responsibilities Lead enterprise data & analytics teams supporting sales-led business functions Own and modernize broker and sales data platforms Partner with senior stakeholders to turn commercial priorities into data solutions Drive cloud-based data modernization, reporting, and analytics capabilities Lead and develop a globally distributed team Requirements Senior data & analytics leadership experience in Group Benefits / Insurance Strong background with broker and sales data (performance, compensation, reporting) Experience modernizing data platforms in cloud environments Familiarity with Salesforce or commercial data ecosystems Proven ability to influence business outcomes through data Comfortable operating in complex, enterprise, global environments
    $143k-205k yearly est. 2d ago
  • Investment Banker - Life Sciences Tools & Diagnostics - Vice President

    Jpmorgan Chase & Co 4.8company rating

    New York job

    We are seeking an experienced Vice President to join our industry-leading Healthcare Investment Banking team. As a Vice President in Investment Banking, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises. Job Responsibilities Acting as the primary day-to-day client point of contact and lead banker on deals, with an emphasis on the Life Sciences Tools & Diagnostics sub-sector Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward Refining marketing/execution materials for maximum client impact Overseeing the creation of financial projection models Identifying and managing all risks in a given deal Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties) Leading client negotiations, Q&A process and management interviews Required qualifications, capabilities, and skills Prior VP level experience in Healthcare Investment Banking Experience in training junior bankers Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity Very strong quantitative and analytical skills (including Excel modelling and valuation work) Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team Ability to comfortably interact with clients in a professional and mature manner Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment Bachelor's degree required
    $148k-216k yearly est. Auto-Apply 60d+ ago
  • Trade Flow Support - Trading Application Support

    Squarepoint Capital 4.1company rating

    New York job

    Manage global trading platform readiness: pre-trading & post-trading Provide monitoring and support for end to end transaction flow across the trading platform Quickly identify, analyze and correct alerts & issues and/or escalate to minimize trade flow impact and preempt outages Incident management: create and send reports following established process Intensive interaction with trading community, back office operations, brokers, exchanges, development and infrastructure teams Support scheduled changes: application deployments, network implementations and server maintenance Oversee automated processes, scheduled jobs and regular reports Manage users' requests: track requests, review approvals, updates, resolution, closure, etc. Identify inefficiencies such as repetitive activities, manual processes and suboptimum tools/workflows to drive continuous improvements via automation, collaboration with internal and external teams Required Qualifications: Hands on trade flow support experience a must Proficient in Linux OS Proficiency with Bash and a scripting language such as Python or Perl required Detailed practical knowledge of FIX. Ideally, familiarity with native exchange protocols Experience in SQL (PostgreSQL, MySQL, MS SQL) Familiarity with Kdb+ is a plus Working knowledge with TCP/IP, multicast, tcpdump, clocking (PTP, NTP) - a plus Bachelor's Degree in Computer Science, Engineering or related subject Highly organized, detailed, control oriented, enjoys solving problems and brings in a "take charge" attitude Strong verbal/written communication skills required to support daily interaction with brokers, exchanges, and internal teams Self-motivated individual that takes initiatives and has an ownership & accountability mindset Must show the ability to make quick decisions and establish priorities in a multi-tasking & fast-paced environment Experience with the Atlassian stack (JIRA, Service Desk, Confluence, Bitbucket, Bamboo), Elastic Stack and Nagios Knowledge of ITIL is an advantage The minimum base salary for this role is $100,000 if located in New York. This expectation is based on available information at the time of posting. This role may be eligible for discretionary bonuses, which could constitute a significant portion of total compensation. This role may also be eligible for benefits, such as health, dental, and other wellness plans, as well as 401(k) contributions. Successful candidates' compensation and benefits will be determined in consideration of various factors.
    $100k yearly Auto-Apply 60d+ ago
  • Contact Center Fraud Analyst

    Northwest Bank 4.8company rating

    Buffalo, NY job

    The Contact Center Fraud Analyst is part of a dedicated team tasked with providing support to customers who are impacted by a fraud event. Within this role the analyst is responsible for investigating various fraud events that are escalated to the group from various business partners. Throughout their investigation they are tasked with accurately reporting and dispositioning, alerts and cases based on the type of fraud event. The fraud team is also responsible for monitoring fraud alerts through early detection, and other alert tools. During their investigation it is expected that the analyst substantiates investigative findings with statements and items of evidence, and referring fraudulent activity to federal, state and local law enforcement agencies for prosecution This individual may represent Northwest at trial. Essential Functions • Deliver best-in-class customer experience to both internal and external customers while achieving service levels, quality standards , and designated performance targets • Supporting various fraud related activities, including investigating and resolving reported external frauds, monitoring the fraud detection system, coordinating fraud alerts • Support fraud intake process ensuring that all operational steps are taken to further protect the customer and the institution from losses. Understand, and recognize fraud indicators on accounts, and take appropriate actions to reduce risk and loss exposer • Identify education opportunities and leverage industry resources, to stay current on fraud trends • Administer the fraud case management system, substantiating investigative findings with statements and items of evidence • Reporting findings to leadership • Referring fraudulent activity to federal, state and local law enforcement agencies for prosecution • Conduct interviews as needed depending on the investigation • Consult on issues of fraud, suspicious activity and security • Assist bank security as needed for related cases • Prepare and analyze department reports • Maintain strong levels of attention to detail while completing assigned tasks • Appropriately assess risk when business decisions are made, and escalate as needed • Ensure that customers issues are fully documented and that steps are followed on any additional actions that may be needed • Ensure compliance with Northwest's policies and procedures, and Federal/State regulations • Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency • Work as part of a team • Work with on-site equipment 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. EDUCATION Associate's Degree, Bachelor's Degree or equivalent preferred 2 - 3 years Bank or fraud related experience preferred 1 year Balancing fraud prevention with maintaining a positive customer transactional experience preferred 2 - 6 years Retail or branch banking experience preferred General Employee Knowledge, Skills, and Abilities • Ability to establish effective working relationships among team members and participate in solving problems and making decisions • Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written • Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information • Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information • Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas The pay range for this position is generally $20.00-24.00 per hour. Actual pay is based on various factors including but not limited to the successful candidate's experience, skills, and knowledge. Additional bonus earning opportunities and benefits are also available. Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $20-24 hourly Auto-Apply 22d ago

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