Peoples National Bank of Kewanee Remote jobs - 481 jobs
Associate
Accordion 4.3
Chicago, IL jobs
We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE-where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value-supporting the office of the CFO to drive end-to-end value creation.
If you crave challenging work and are looking to grow, come solve complex issues alongside 1,400+ finance & technology experts in a supportive, collaborative environment.
Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.
Turnaround & Restructuring
Our nationally recognized turnaround, restructuring and advisory team serves companies and their stakeholders across a wide spectrum of industries and sizes, with a focus on the middle market. We provide clients with a team of seasoned professionals who have notable track records of creating value through both operational turnarounds and financial restructurings.
We are actively recruiting Turnaround & Restructuring professionals to join our team. You will provide extensive financial and operational support on client engagements across a variety of industries and markets; utilize experience and on the job training to successfully deliver reports, models, work product and advice that helps guide the direction and decisions related to client turnaround and/or restructuring objectives.
This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location..
This position is not eligible for immigration sponsorship.
What You'll Do:
Perform analysis of current and historical business performance and capital structure
Develop 13-week cash flow forecasts that outline the liquidity profile and cash needs
Create dynamic financial models that exhibit the client's historical and potential future performance
Support the creation and preparation of corporate strategic plans
Provide implementation support to approved business plans and strategies
Engage with client personnel and management as necessary to achieve objectives
Develop and furnish appraisal of business options and contingency plans as needed
Effectively gather, analyze, and organize large data sets which may be incomplete
Support the development of quality client deliverables
Provide interim support on operating functions and job duties as directed
Assist in bankruptcy preparation and administration
Travel to client site as needed
You Have:
Bachelor's degree in finance and/or accounting is preferred
Graduate business degree with concentration in finance, accounting and/or operations preferred
Minimum 3+ years of relevant professional work experience
Hands-on experience building / developing / maintaining fully dynamic, integrated 3-statement financial, and 13-week cash flow models
Highly proficient in Microsoft Word, Excel, and PowerPoint
Ability to build and sustain strong and trusted relationships with colleagues and stakeholders
Demonstrated expertise and aptitude with conducting quantitative and qualitative analyses, particularly with constructing integrated financial models, analyzing financial underperformance and related services
Experience working on projects delivering independent business reviews, short term cash flow assessments, capital structure analysis, and contingency planning
Capacity to thrive in a fast-paced, challenging, and uncertain environment
Deep understanding of how to interpret and analyze financial statements
Possess strong analytical and business writing skills
Able to work well under pressure and independently yet understand when to ask for guidance
You Are:
A self-starter with a strong work ethic
A leader of others; you lead by example
A strong team player, able to work with team members across all levels
Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing).
Excited to be part of a growing team, with a focus on driving future growth
Full of entrepreneurial spirit and comfortable in a fluid, flat organization
Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies
Passionate about delivering exceptional client service
Someone who enjoys mentoring others and doing meaningful work
Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
The annual salary for this role ranges from: $97,750 to $150,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.
Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
#LI-VL1
$33k-72k yearly est. 7d ago
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CFO for Global Conservation Nonprofit - Hybrid
Accounting & Financial Women's Alliance 4.2
Lisle, IL jobs
A leading nonprofit organization seeks an experienced Chief Financial Officer to provide strategic financial leadership and oversight of core functions, including finance, legal, and risk management. The CFO will support a diverse revenue stream and oversee a significant fundraising campaign. Candidates should have a strong background in nonprofit finance and a commitment to the organization's mission of enhancing communities through tree conservation.
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$122k-184k yearly est. 4d ago
Associate/Vice President - Alternative Investment Sales Specialists
Blackrock 4.4
Chicago, IL jobs
**About this role**
**Role Description**
BlackRock USWA Alts Sales is a specialized sales force that covers all channels, geographies, and Alternatives products in partnership with the generalist relationship managers in US Wealth Advisory. The group has exceptional access to the investment teams, resources, and strategies within BlackRock. Alternative Investment Specialists are responsible for adding scale to our alternatives distribution strategy by developing client relationships, educating financial advisors on the benefits of investing in the Alternatives space, and positioning BlackRock's suite of AI products with advisors across the Wirehouse, Independent Broker Dealer, and RIA segments. They will be focused on delivering deep expertise and broadening our reach to more advisors through leveraged events and educating our internal sales teams to grow the BlackRock Alternative Investment franchise.
This position will reside in a BlackRock office with a Wealth Distribution Partners presence (Princeton, Boston, Atlanta, Chicago, San Francisco)
**Primary Responsibilities:**
+ Demonstrate mastery of BlackRock Alternative Investment products and resources
+ Effectively profile to deliver fiduciary and investment insights through portfolio construction conversations
+ Embrace data-driven segmentation and the BlackRock sales process to drive deeper relationships with Wirehouse, Independent and RIA clients
+ Broaden our reach to more advisors through leveraged events
+ Employ a collaborative approach to partner with various internal colleagues to deliver all of BlackRock's resources and solutions to the client - strong prioritization and resource allocation skills are key
+ Embrace technology to deliver an exceptional client experience
**Skills and Qualifications:**
+ Bachelor's degree required
+ CIMA / CAIA Certification (or progress toward completion)
+ Strong financial services background with knowledge of investment trends and advisor practices
+ Exceptional verbal and written communication skills
+ Strong territory management and sales skills, including profiling and resource deployment
+ NASD Series 7 and 66 (or 63 & 65) required
+ Clean U-4
+ Occasional travel required
For San Francisco, CA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
For Princeton, NJ, Chicago, IL, Boston, MA and Atlanta, GA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** .
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
$100k-110k yearly 7d ago
Sr Construction Program Specialist
Honeywell 4.5
Chicago, IL jobs
As a **Senior Construction Program Manager** at Honeywell, you will play a critical role in leading and delivering complex **construction programs from project inception through commissioning and closeout** . This role focuses on **ground-up and retrofit construction projects** , including **mission-critical facilities** , ensuring projects are executed safely, on schedule, within scope, and on budget while meeting Honeywell and customer quality standards.
You will leverage your **construction project management expertise** , coordination of multiple trades, and experience in large-scale construction environments to drive successful outcomes across high-impact programs. **Building Automation Systems (BAS)** experience is highly preferred.
You will report directly to the **Program Director** and will work remotely, supporting projects based out of **Chicago, IL** .
**KEY RESPONSIBILITIES**
+ Lead and manage **end-to-end construction programs** , including planning, design coordination, procurement, construction, commissioning, and turnover.
+ Own **schedule, budget, scope, quality, and safety** across multiple concurrent projects.
+ Coordinate **general contractors, subcontractors, architects, engineers, and AHJs** to ensure compliance with contract documents and codes.
+ Drive **construction planning and sequencing** for electrical, mechanical, structural, and controls scopes.
+ Manage **change orders, cost forecasting, risk mitigation, and issue resolution** .
+ Partner with internal teams including engineering, controls, IT/OT, procurement, and operations.
+ Monitor project performance and implement corrective actions to maintain delivery targets.
+ Support commissioning and successful turnover to operations teams.
**YOU MUST HAVE**
+ **Minimum of 3 years as a Project Manager** leading construction projects.
+ Proven experience delivering **construction projects from start to finish** .
+ Strong construction management skills including scheduling, budgeting, contract administration, and risk management.
+ Experience coordinating multiple trades and vendors.
+ Proficiency with project management tools and methodologies.
+ Ability to manage complex, fast-paced construction environments.
**WE VALUE**
+ Bachelor's degree in **Construction Management, Engineering, Architecture** , or a related field.
+ **5+ years of construction project management experience** .
+ **Direct experience managing Data Center construction projects** , including ground-up or retrofit builds.
+ Experience with **mission-critical or high-availability facilities** .
+ Exposure to **Building Automation Systems (BAS)** , controls, or integrated building technologies.
+ Strong understanding of **electrical, mechanical, and low-voltage systems** .
+ Proven leadership, communication, and contractor management skills.
+ Strong analytical and problem-solving abilities.
+ Ability to support **multi-site or remote project portfolios** .
**BENEFITS OF WORKING FOR HONEYWELL**
In addition to a competitive salary, leading-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer-subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. For more information visit: click here (********************************
**The annual base salary range for this position is $113k - $141k. Please note that this salary information serves as a general guideline. Honeywell considers various factors when extending an offer, including but not limited to the scope and responsibilities of the position, the candidate's work experience, education and training, key skills, as well as market and business considerations.**
**ABOUT HONEYWELL**
Honeywell International Inc. (Nasdaq: HON) invents and commercializes technologies that address some of the world's most critical challenges around energy, safety, security, air travel, productivity, and global urbanization. We are a leading software-industrial company committed to introducing state-of-the-art technology solutions to improve efficiency, productivity, sustainability, and safety in high-growth businesses in broad-based, attractive industrial end markets. Our products and solutions enable a safer, more comfortable, and more productive world, enhancing the quality of life of people around the globe. Learn more about Honeywell: click here (********************************
**THE BUSINESS UNIT**
Please provide Business Unit Paragraph
_Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status. Learn more about inclusion and diversity :_ click here (*****************************************************************
The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates. Posted 10/29/2025
Honeywell helps organizations solve the world's most complex challenges in automation, the future of aviation and energy transition. As a trusted partner, we provide actionable solutions and innovation through our Aerospace Technologies, Building Automation, Energy and Sustainability Solutions, and Industrial Automation business segments - powered by our Honeywell Forge software - that help make the world smarter, safer and more sustainable.
Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.
A leading accounting firm is looking for a Tax Senior Manager in Chicago, Illinois. This role involves supervising teams and fostering client relationships while overseeing tax planning for ultra-high net worth individuals. The ideal candidate will have at least 8 years of experience in tax compliance and a CPA certification. The company promotes work-life balance with a hybrid work model and offers a competitive salary range of $110,000 to $180,000 depending on experience.
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$110k-180k yearly 3d ago
Clinical Documentation Specialist
Clarity Partners 4.3
Chicago, IL jobs
Voted one of Chicago's Best Places to Work by the Chicago Tribune for the ninth year in a row, Clarity Partners is hiring! Clarity Partners is seeking a fully remote Clinical Documentation Specialist. This role is responsible for improving the overall quality, accuracy, and completeness of clinical documentation within the legal medical record. The Clinical Documentation Specialist will collaborate closely with physicians, Health Information Management (HIM), and coding staff to support appropriate reimbursement and reflect the true severity of illness and risk of mortality for patients.
Responsibilities
* Review inpatient medical records on a concurrent basis to assess the accuracy, completeness, and clarity of clinical documentation.
* Facilitate appropriate documentation in the medical record through extensive interaction with physicians, HIM, and coding staff to ensure optimal reimbursement and the highest level of SOI/ROM for services rendered.
* Initiate and manage provider queries to obtain missing, unclear, or conflicting documentation needed to support accurate diagnoses and treatments.
* Educate physicians and clinical staff on clinical documentation standards, coding guidelines, and reimbursement opportunities on an ongoing basis.
* Apply strong knowledge of medical terminology, clinical concepts, and procedures to identify documentation and reimbursement opportunities.
* Monitor acute care (inpatient) medical records for diagnoses, treatments, and follow-up entries to validate accurate documentation and coding.
* Collaborate with coding and quality teams to support accurate case mix index (CMI), quality metrics, and compliance with regulatory requirements.
* Participate in ongoing process improvement initiatives related to clinical documentation integrity.
Requirements:
* Bachelor's degree in Nursing, Health Information Management, or a related healthcare field required.
* License to practice as a Registered Nurse (any state); or credentialed as RHIA, RHIT, or CCS.
* CCDS (Certified Clinical Documentation Specialist - ACDIS) or CDIP (Certified Documentation Improvement Practitioner - AHIMA) credential required.
* Minimum of 1 year of acute care (inpatient) concurrent Clinical Documentation Specialist experience.
* 3+ years of overall clinical, coding, or health information management experience in an acute care hospital setting preferred.
* Strong understanding of ICD-10-CM/PCS coding, DRG assignment, and reimbursement methodologies.
* Excellent communication and interpersonal skills with the ability to effectively educate and influence physicians and clinical staff.
* High attention to detail, strong analytical skills, and ability to work independently in a fast-paced environment.
Clarity is committed to fair and equitable compensation practices. For the Clinical Documentation Specialist role, the base hourly pay range is $40.00/hr. - $60.00/hr. The range represents a good faith estimate that Clarity reasonably expects to pay for this job at the time of posting. Compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time.
$40-60 hourly 60d+ ago
Summer Internship Program - Mortgage and Consumer Banking
Midwest Bank Centre 4.0
Saint Louis, MO jobs
Department: Mortgage & Consumer Banking Position Title: Mortgage & Consumer Banking InternProgram Duration: 10 Weeks (June-August) Location: Primarily On-Site | St. Louis, MO | Some flexibility for remote work may be available The Mortgage & Consumer Banking Intern will gain practical, hands-on experience supporting the daily operations of MBC's Mortgage and Consumer Lending teams. This role is ideal for a student interested in retail banking, lending, and customer service within a community bank setting. Under the guidance of department leaders, the intern will contribute to loan onboarding, documentation review, and customer support while developing a strong understanding of the end-to-end lending process.
Core Responsibilities
Assist with collecting, reviewing, and organizing loan documentation for mortgage and consumer lending files
Verify borrower application information and assist with compliance and underwriting checklists
Support internal reporting processes and track progress on loan pipelines
Participate in team meetings, training sessions, and cross-departmental discussions
Provide general administrative support related to document control, retention, and file management
Research rates, products, and lending options under the guidance of mortgage staff
Desired Qualifications
At least a 2nd or 3rd year undergraduate student pursuing a degree in Business, Finance, or a related field
Familiarity with Microsoft Excel
Strong skills in operations management, attention to detail, and critical thinking
Ability to work independently and in a team environment
Strong written and verbal communication skills
Learning Objectives & Outcomes
By the end of the internship, the student will:
Understand the full mortgage and consumer loan lifecycle-from application to closing
Gain experience interpreting borrower financial data and verifying documentation
Learn basic compliance requirements and regulatory considerations for retail lending
Strengthen professional skills in communication, organization, and time management
Build a practical foundation in customer-facing banking operations and financial services
Primary Project: Loan Onboarding Process Enhancement
The intern's main project will focus on improving the documentation and onboarding process for new loans. This includes conducting file reviews, verifying borrower information, and identifying opportunities to streamline workflows for improved turnaround time and accuracy. A potential secondary project may include tracking loan pipeline data or developing a simple reporting tool to support loan team operations.
General Program Structure
Weekly Development Sessions (goal setting, communication, leadership, etc.)
Cross-functional Group Project culminating in a final executive presentation
Networking events, team-building activities, and bank-wide experiences
Mentorship from employees across the organization, including the Mortgage and Consumer Banking team
$65k-92k yearly est. 17d ago
Project Management Intern (Revenue)
Peak6 4.6
Chicago, IL jobs
WHO WE ARE
We are PEAK6, a leading investment firm, using technology to find a better way of doing things. The company's first tech-based solution was developed in 1997 to optimize options trading, and over the past two decades, the same formula has been used across a range of industries, asset classes, and business stages to consistently deliver superior results. Today, PEAK6 seeks transformational opportunities to provide capital and strategic support to entrepreneurs and forward-thinking businesses. PEAK6's core brands include PEAK6 Capital Management, PEAK6 Strategic Capital, Apex Fintech Solutions, FOCUS, We Insure, Evil Geniuses, Poker Power, Zogo, and Bruce Markets.
ABOUT THIS ROLE
We are looking for an organized and tech-savvy Project Management Intern (Revenue) to play a pivotal role in optimizing processes and managing tools that drive our Business Prioritization efforts. In this role, you'll collaborate at the intersection of operations, product delivery, and data automation, ensuring alignment between our resource planning and the product roadmap. Your contributions will directly enhance the efficiency and prioritization of projects, enabling teams to deliver impactful products that meet our clients' evolving needs. You'll gain hands-on experience with core tools like JIRA and actively participate in initiatives that influence the direction and success of multiple projects across the organization.
To be considered, you must be able to commit to a 10-week hybrid internship and work 40 hours per week during our summer program.
Key Responsibilities:
Assist in managing the Business Prioritization process to ensure tasks, projects, and priorities are effectively tracked and aligned with the product roadmap.
Support change management efforts by tracking newly prioritized exceptions, assessing their impact on existing projects, and ensuring accurate timelines and resourcing plans are created.
Collaborate with relevant stakeholders to identify areas where change management processes can improve project clarity and facilitate better cross-departmental communication.
Help design workflows that streamline impact assessment and progress tracking, optimizing visibility for decision-makers at all phases of project execution.
Utilize JIRA to automate and refine resource management workflows, ensuring alignment between resource availability and project demands.
Build visualizations or dashboards to communicate resourcing capacity, forecast potential gaps, and highlight headcount needs to leadership teams.
Work hands-on to configure automations that provide real-time clarity into resource allocation and impacted timelines.
Partner with teams to identify and implement process efficiencies across operations, product delivery, and data automation.
Education and Experience:
Currently pursuing a degree in Business Administration, Operations, or a related field.
Senior standing, May 2027 graduate
Prior experience managing a project from end to end. Strong verbal
and written communication skills, ability to present ideas and findings to executive leadership.
Excellent leadership & teamwork skills for cross-functional collaboration.
Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
General interest in Fintech, Project/product management
Excel (experience required),
JIRA or experience with some project management tool (preferred)
Work Environment:
This internship operates in an office environment.
This internship operates on a hybrid schedule in Chicago, IL
Salary:
$25 per hour.
#LI-DNI
OUR REWARDS
We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. As a hybrid workforce, we offer our employees the ability to work remotely up to two days a week.
PEAK6 is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
PEAK6 is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at *****************. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.
#PEAK6
$25 hourly Auto-Apply 60d+ ago
AMD, Governance and Controls Advisor
Canadian Imperial Bank of Commerce 3.8
Chicago, IL jobs
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What You Will Be Doing
As a member of the US CRE Governance & Controls Team, you will contribute to monitoring and reporting of risk in the US CRE portfolio. This will include data aggregation, analysis, and visualization; creation and design of reporting; and presentation of materials to senior management. Reporting encompasses internal portfolio data and external economic and market data. Persons in this role not only publish metrics but work to understand what drives the results-not just what happened, but why.
Several of our key reports also undergo annual “refreshes” to determine whether their contents remain appropriate and useful. You will contribute to this process by reviewing metrics and data points (as well as our risk tolerances for each metric/data point) for relevance and statistical soundness. This process is our opportunity to ensure that reporting is responsive to current economic and market conditions and can be easily comprehended across a wide range of audiences. This process also entails collaboration within the US CRE line of business and across other areas of the bank.
You will contribute to regular assessments of loans to determine whether any qualify as sustainable finance, in accordance with enterprise-wide goals for sustainable finance activity.
You will also be responsible for understanding US CRE's control environment, which can include incorporating and/or helping to design effective, sustainable controls for the reporting processes described above. Moreover, it will be essential to adhere to controls and to document compliance with them. You will also support the testing of controls and will work to address any issues identified because of testing.
You will help maintain an inventory of reports and monitoring activities related to the management of risk.
Given the need to remain familiar with trends and risks that could impact CIBC's CRE portfolio and the broader US CRE sector, we encourage you to keep abreast of news in the industry and of economic data.
You will collaborate with other members of the US CRE team to ensure the work you are responsible for is cognizant of, aligns with, supports, and adds value to other activities. Other US CRE team members will collaborate with you in that same spirit, to ensure there is cohesion and consistency in what is reported and communicated across the team.
Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
California residents - your privacy rights regarding your actual or prospective employment
Who You Are
You are passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
You are actively aware of risk management. You can identify risks and propose mitigants. You can convey the potential impact of risks and drive the necessary actions and behaviors.
You demonstrate expertise in CRE-or have the desire, determination, and drive to very quickly build and nurture that understanding.
You give meaning to data. You enjoy investigating complex problems and seeking out and making sense of data. You are confident in your ability to synthesize information and communicate informed viewpoints in an impactful way.
You are creative. You can solve problems or answer questions when there's no existing blueprint. You have a wide range of interests.
You understand that success is in the details. You notice things that others do not. Your critical thinking skills help to inform your decision making. You take pride in your work.
Values matter to you. You are open, honest, and ethical.
Candidates should have good writing and communication skills along with fluency in Excel and Powerpoint. Comfort with AI and Power BI is preferred along with creative thinking.
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $105,000.00- $112,000.00 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members.
#LI-TA
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact **********************************
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
IL-120 S LaSalle St, 11th Fl
Employment Type
Regular
Weekly Hours
40
Skills
Business Risks, Decision Making, Economics, Group Problem Solving, Investigating, Regulatory Requirements, Risk Management, Risk Management Assessment, Work Collaboratively
$105k-112k yearly Auto-Apply 60d+ ago
Lead Associate Principal, Database Administration
The Options Clearing Corporation 4.9
Chicago, IL jobs
What You'll Do: This role will design and maintain databases and database solutions that operate within prescribed resource limits and meet company standards. Participate in and contribute to all phases of systems development projects. Monitor and tune database and database application performance.
Primary Duties and Responsibilities:
To perform this job successfully, an individual must be able to perform each primary duty satisfactorily.
* Assists with the design, implementation, and maintaining databases
* Manage database performance and disk usage
* Provides support in database access methods
* Provides consultation support in database analysis, modeling, coding, and production problem resolution.
* Develops maintenance, backup and recovery procedures and documentation
* Participates in Disaster Recovery drills
* Provides Primary On-Call Support for production problems
* Understands and supports corporate data standards
* Recommends and assists with new DBMS and operational standards.
* Participates in testing and in evaluations of new software and software release upgrades
* Supports business studies, proposal teams and costing/feasibility studies
* Prepares system documentation
* Maintains metadata repositories
* Other duties as assigned
Supervisory Responsibilities:
* None
Qualifications:
The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary functions.
* [Required] 3+ years' experience developing and maintaining complex applications that make extensive use of a supported database technology or 3+ years' experience as an associate DBA
* [Required] Well versed in all phases of Systems Analysis and Design
* [Required] Experienced in two or more programming languages and two or more scripting languages
* [Required] Practiced at Entity/Relationship or Object modeling and translation to physical database designs
* [Required] Proficient in DML, DDL, and database utilities for at least two DBMS technologies
* [Required] Proficient in all access methods of a DBMS as well as the underlying operating system access methods
* [Required] Knowledge of hardware and operating system capabilities within one Environment
* [Required] Understanding of all software subsystems (DBMS, TP Managers, etc.) for one environment
* [Required] Accepts ownership in assignments, team, and company and takes initiative outside immediate area of responsibility
* [Required] Speed / Sense of Urgency -Contributes additional effort when necessary to get the job done and to help others meet their objectives
* [Required] Seeks additional responsibility, shows initiative to learn every aspect of the job, and strives to become a mentor to others in area of expertise
* [Required] Communicates openly and effectively. Challenges established practices appropriately
* [Required] Ability to maintain composure under pressure and avoid defensive or irritated or reactions in challenging situations
Technical Skills:
* [Required] 7+ years' experience with PostgreSQL (preferred EnterpriseDB (EDB) version)
* [Required] 3+ year' Terraform, Ansible, Jenkins & CI/CD skills
* [Preferred] 3+ years' experience with CTE(CipherTrust Transparent Encryption), Barman (EDB Backup and Recovery Manager) and AWS
* [Preferred] 5+ years' experience with DB2 LUW; preferably on Red Hat Linux
* [Preferred] 1+ years' experience with SQL Server
* [Preferred] 1+ years' experience with MySQL/MariaDB
* [Preferred] 1+ years' experience with DB2 in a z/OS environment
Education and/or Experience:
* [Required] bachelor's degree (or equivalent) in Computer Science, Engineering, Mathematics, or Business
* [Preferred] Related financial industry experiences
Certificates or Licenses:
* [Preferred] PostgreSQL Professional Certification
* [Preferred] IBM Certified Database Administrator - DB2 for Linux UNIX and Windows
About Us
The Options Clearing Corporation (OCC) is the world's largest equity derivatives clearing organization. Founded in 1973, OCC is dedicated to promoting stability and market integrity by delivering clearing and settlement services for options, futures and securities lending transactions. As a Systemically Important Financial Market Utility (SIFMU), OCC operates under the jurisdiction of the U.S. Securities and Exchange Commission (SEC), the U.S. Commodity Futures Trading Commission (CFTC), and the Board of Governors of the Federal Reserve System. OCC has more than 100 clearing members and provides central counterparty (CCP) clearing and settlement services to 19 exchanges and trading platforms. More information about OCC is available at ***************
Benefits
A highly collaborative and supportive environment developed to encourage work-life balance and employee wellness. Some of these components include:
* A hybrid work environment, up to 2 days per week of remote work
* Tuition Reimbursement to support your continued education
* Student Loan Repayment Assistance
* Technology Stipend allowing you to use the device of your choice to connect to our network while working remotely
* Generous PTO and Parental leave
* 401k Employer Match
* Competitive health benefits including medical, dental and vision
Visit ************************************************ for more information.
Compensation
* The salary range listed for any given position is exclusive of fringe benefits and potential bonuses. If hired at OCC, your final base salary compensation will be determined by factors such as skills, experience and/or education.
* In addition, we believe in the importance of pay equity and consider internal equity of our current team members as part of any final offer.
* We typically do not hire at the maximum of the range in order to allow for future and continued salary growth. We also offer a substantial benefits package as noted on **********************
* All employees may be eligible for a discretionary bonus. Discretionary bonuses are based on various factors, including, but not limited to, company and individual performance and are not guaranteed.
Salary Range
$131,800.00 - $186,300.00
Incentive Range
8% to 15%
This position is eligible for an annual discretionary incentive compensation award, for which the target range is listed above (see Incentive Range). The amount of such award, if any, will be based on various factors, including without limitation, both individual and company performance.
Step 1
When you find a position you're interested in, click the 'Apply' button. Please complete the application and attach your resume.
Step 2
You will receive an email notification to confirm that we've received your application.
Step 3
If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location.
For more information about OCC, please click here.
OCC is an Equal Opportunity Employer
$131.8k-186.3k yearly Auto-Apply 20d ago
Discretionary Trader
Geneva Trading 4.5
Chicago, IL jobs
Founded in 1999, Geneva Trading is a premier global principal trading firm with strategically located offices in Chicago, Dublin, and London. Our relentless focus on trading excellence combined with technological innovation has equipped us with a best-in-class proprietary trading platform, enabling us to compete at the highest levels in the global markets. Rooted in a culture of integrity, collaboration, and an unwavering passion for progress, we foster an environment of personal and professional excellence. Our nimble organizational structure and entrepreneurial spirit attract top-tier talent with a passion for innovation, laying the foundation and driving our consistent success in the industry.
Discretionary Futures Trader
What is
your Edge?
Are you overly reliant on favorable market conditions to make outsized returns?
Do you struggle to find new opportunities as conditions change?
Does your trading platform lack the unique features and functionality that you desire?
Do you need capital to scale your strategies?
Are you successful but one dimensional in terms of product coverage?
Are you interested in exploring unique execution capabilities driven by powerful data visualization tools?
Does your current company lack a world-class development team that is motivated by your success?
Are you looking to prolong a successful trading career?
If you answered yes to some or all then you could be about to embark on the next level of your Trading career…
As an Experienced Discretionary Trader at Geneva Trading, you will trade your own account within a global team of talented individual traders, leveraging our state-of-the-art technology to capitalize on market opportunities. This role is ideal for someone who thrives in a fast-paced environment, possesses a robust work ethic and competitive spirit.
Geneva offers a cutting-edge technological infrastructure that sets us apart in the industry. Our discretionary traders work closely with a team of software developers dedicated to enhancing the platform. We provide access to high-fidelity data resources and market analysis tools that are second to none. Our world-class proprietary electronic trading platform is equipped with unique visualization and execution edges running on a global network with co-located servers at the exchanges. This allows us to analyze, react and execute faster and with more accuracy than our competition.
The Role:
Utilize our industry-leading technology to scale your existing profitable strategies.
Identify, research, and exploit new trading opportunities.
Adopt a systematic and data-driven approach to trading.
Contribute ideas and participate in collaborative conversations around market fundamentals and events.
Work closely with the technology team to fully utilize and enhance our electronic trading systems.
The Trader:
A documented history of profitability in futures trading, with at least 3 years of experience trading futures on CME, ICE and/or Eurex.
Willingness to adapt to innovative technology and the Geneva culture.
Exceptional product knowledge, trading methodology, and market insight.
Self-motivated individual with a competitive personality and a strong drive to succeed.
Access to industry leading benefits package for you and your family.
Hybrid and in office roles located in London, Dublin, and Chicago. A fully remote option available for exceptional candidates.
Benefits and Compensation:
Base Salary Range: $36,000 - $42,000 + Eligible for discretionary bonus based on percentage of trading PnL.
The final salary determination will be dependent on the successful candidate's skills, experience, education, and qualifications. Beyond the base salary, our full-time employees receive a competitive total rewards package, including a comprehensive benefits program. Learn more about our employee incentives here: **************************************************
Application expected to close: 12/23/2025
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
$36k-42k yearly Auto-Apply 60d+ ago
Associate Principal, Internal Audit Business & Risk
The OCC 4.9
Chicago, IL jobs
IS NOT ELIGIBLE FOR VISA SPONSORSHIP*****
What You'll Do:
This role will support and lead independent assessments of OCC's financial and operational business processes, risk management, and other objectives as needed. The role is responsible for determining the sufficiency of management's controls and activities related to the management of regulatory, operational, and strategic risks and presenting recommendations for improvements to the engagement management and the auditee.
Primary Duties and Responsibilities:
To perform this job successfully, an individual must be able to perform each primary duty satisfactorily.
Responsibilities will be aligned, but not limited, to three pillars:
Delivery
Support the team on delivery of assigned audits within the annual audit plan.
Support the team confirming a professional auditee experience.
Owning the audit quality, accuracy of results, and delivery in a timely manner.
Proactively identify regulatory, operational, and/or strategic risks to the organization and bring them to your engagement team.
Evaluate exceptions or inefficient practices for root causes and propose advice and recommendations for achievable solutions.
Leading audits related to organization changes including business requirements definitions, technology implementations (e.g., changes to the supported business processes), engagement and alignment of change initiatives to business objectives.
Quality
Maintaining an understanding of policies, procedures, standards, and supporting technologies, and educating staff accordingly, to effectively identify potential risks and alternatives to mitigate risk exposure leveraging leading practices.
Ability to understand professional principles and standards (e.g., AICPA, IIA IPPF, COSO) and the relevancy to risk management and impact on policies and procedures. In addition, leveraging these principles and standards to test and evaluate corporate risk management processes and controls.
Keeping current on best practices and emerging risks within the financial services industry and making recommendations for improvements as necessary.
Leadership
Supporting effective relationships with business groups and leadership and partnering with management
Supervisory Responsibilities:
None
Qualifications:
The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary functions.
Qualifications & Experience will be required, but not limited, to:
Qualifications
Ability to communicate clearly and effectively, both orally and in writing, including the ability to handle potentially sensitive situations and discussions.
Strong problem solving and analytical capabilities.
Demonstrated ability to gather, analyze, and evaluate facts, and prepare and present concise oral and written reports.
Ability to work independently or as part of a team, prioritizing multiple audit assignments to simultaneously complete each in a timely fashion.
Experience
Experience working in a complex, fast-paced environment.
Experience using the principles, practices, and techniques involved in conducting audits in accordance with the requirements set forth in the International Standards for the Professional Practice of Internal Auditing published by the Institute of Internal Auditors (IIA).
[Preferred] Consulting and/or accounting firm experience.
[Preferred] Experience in Financial Services/Security Industry and working with regulatory organizations such as: Securities and Exchange Commission (SEC), Commodity Futures Trading Commission (CFTC), Financial Industry Regulatory Authority (FINRA), Federal Reserve.
Technical Skills:
[Required] Microsoft Office applications
[Preferred] Proficiency using Archer or other audit or Governance Risk and Compliance (GRC) software
Education and/or Experience:
[Required] Bachelor's degree (or equivalent) in Accounting, Finance, Business Administration or related field
[Required] 5+ years of experience (audit-related) in conducting risk-based operational and compliance audits and projects, business process reviews and internal audits
Certificates or Licenses:
[Preferred] Certified Financial Services Auditor (CFSA), Certification in Risk Management Assurance (CRMA), Certified Internal Auditor (CIA) or Certified Public Accountant (CPA), or equivalent.
About Us
The Options Clearing Corporation (OCC) is the world's largest equity derivatives clearing organization. Founded in 1973, OCC is dedicated to promoting stability and market integrity by delivering clearing and settlement services for options, futures and securities lending transactions. As a Systemically Important Financial Market Utility (SIFMU), OCC operates under the jurisdiction of the U.S. Securities and Exchange Commission (SEC), the U.S. Commodity Futures Trading Commission (CFTC), and the Board of Governors of the Federal Reserve System. OCC has more than 100 clearing members and provides central counterparty (CCP) clearing and settlement services to 19 exchanges and trading platforms. More information about OCC is available at ***************
Benefits
A highly collaborative and supportive environment developed to encourage work-life balance and employee wellness. Some of these components include:
A hybrid work environment, up to 2 days per week of remote work
Tuition Reimbursement to support your continued education
Student Loan Repayment Assistance
Technology Stipend allowing you to use the device of your choice to connect to our network while working remotely
Generous PTO and Parental leave
401k Employer Match
Competitive health benefits including medical, dental and vision
Visit ************************************************ for more information.
Compensation
The salary range listed for any given position is exclusive of fringe benefits and potential bonuses. If hired at OCC, your final base salary compensation will be determined by factors such as skills, experience and/or education.
In addition, we believe in the importance of pay equity and consider internal equity of our current team members as part of any final offer.
We typically do not hire at the maximum of the range in order to allow for future and continued salary growth. We also offer a substantial benefits package as noted on **********************
All employees may be eligible for a discretionary bonus. Discretionary bonuses are based on various factors, including, but not limited to, company and individual performance and are not guaranteed.
Salary Range
$96,100.00 - $148,100.00
Incentive Range
8% to 15%
This position is eligible for an annual discretionary incentive compensation award, for which the target range is listed above (see Incentive Range). The amount of such award, if any, will be based on various factors, including without limitation, both individual and company performance.
Step 1
When you find a position you're interested in, click the 'Apply' button. Please complete the application and attach your resume.
Step 2
You will receive an email notification to confirm that we've received your application.
Step 3
If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location.
For more information about OCC, please click here.
OCC is an Equal Opportunity Employer
$96.1k-148.1k yearly Auto-Apply 18d ago
Mortgage Loan Processor
Key Mortgage Services 4.0
Schaumburg, IL jobs
The Loan Processor is responsible for the thorough review of a file. They prepare and verify the data on the loan application as well as supporting documentation that has been provided by the loan officer and submit the verified loan files to underwriting. If additional information is needed to render a decision, it is the Processor's responsibility to reach out to the borrower to obtain.
This role is Monday - Friday, 8:30am - 5pm with the opportunity to work from home Monday and Friday.
Essential Duties
Proactively manage a pipeline of loans and review daily reports to identify priorities. Escalate issues to supervisor, when needed.
Provide excellent customer service.
Respond promptly to all forms of communication.
Communicate (both via phone and email).
Calculate income, review assets, know how to calculate student loan debt per product(conv or govt loans) and debt ratios.
Must know how to review a credit report, identify issues that need to be addressed.
Analyze the title report, purchase contract and appraisal on files for compliance.
Perform verbal verifications of employment, when needed if our verification team is unsuccessful in obtaining.
Communicate clearly and professionally with all customers, co-worker, supervisors and management.
Ensure that the customer understands requests and time requirements, provide deadline for documents.
Ensures loan quality standards are met, including the review and resolution of any red flags in a file and the satisfaction of all conditions.
Required to open new loan submissions within 48 hours and validate all file information to ensure that all issues are identified so they may be resolved early.
Contact the borrowers with a welcome call within the opening and validating period to ensure all required documentation is in the file to issue a credit decision.
Ensure loan approval can be accomplished by the contingency date and that closing can be accomplished by the estimated closing date, communicate to LO if we are unable to meet a target so expectations can be reset.
All requests for documentation should be completed through POS “Glyde”
Gather and review all documentation needed for the loan.
Adhere to checklists and procedures.
Create notes and a record of all requests in the conversation log to document issues or escalations.
Prepare loan packets to submit to in-house underwriters, contract underwriters or investor underwriters for approval.
All Loan Processors will also act as a back-up for other team members in processing due to scheduled and unscheduled absences or as volume dictates.
Must know how to navigate Fannie Mae and Freddie Mac selling guides, FHA Handbook, and Allregs.
Requirements
Knowledge of TRID, Know before you owe, Regulation B ECOA and other mortgage banking related guidelines.
Familiarity with industry quality control standards and fraud detection methods.
Experience with POS approval processes using LP, DO/DU and other AUS.
Proficient computer skills including Microsoft Word, Excel and Outlook.
Excellent people skills.
Excellent verbal and written communication skills.
Has the ability to multi-task in a very fast paced environment.
Possesses excellent organizational skills.
Has superior attention to detail.
Proficient knowledge of office machines (faxes, computers, printers, adding machines and telephones).
Must be able to work independently and research problems / questions as required.
Education and Professional Experience
Minimum of 3 years loan processing experience including conforming conventional, FHA, 203K, VA, USDA, IHDA, Chicago Tax smart programs and sub-prime loans
High School Diploma or equivalent required
Salary Range
$55,000 - $62,000
About Key Mortgage Services
When you show your people some love, good things happen. As an independent, family-owned business, Key Mortgage feels like a big family because that's exactly what we are. Our secret is we invest in our people, and they keep getting better - so our company does, too. Support starts on day one, so you can focus on what's most important - delivering the highest quality home financing services to our customers. At Key Mortgage, we've got your back.
Benefits
PTO
VTO
Medical
Dental
Vision
401k matching
$55k-62k yearly Auto-Apply 60d+ ago
Group Manager - Middle Market (Chicago, IL)
Flagstar Bank 4.9
Chicago, IL jobs
Group Manager - Middle Market (Chicago, IL) page is loaded## Group Manager - Middle Market (Chicago, IL)locations: Work From Home ILtime type: Full timeposted on: Posted Yesterdayjob requisition id: 19085**Position Title**Group Manager - Middle Market (Chicago, IL)**Location**Work From Home IL, IL 62629**Job Summary**Responsible for the building and leadership of a team who focuses on new business development, portfolio management, credit quality, and overall relationship management of their portfolio of clients targeting the Chicago, IL area. Ensures the generation of revenue by cultivating commercial relationships with companies of revenues between $30MM to $1Bln. This leader will be the point person in the market. Pay Range: $165,621 - $223,588 - $281,556Pay Range: Local Minimum Wage - $0.00 - $0.00**Job Responsibilities:*** **Strategic Planning**: Partnering with regional leadership to create a strategic plan for the Commercial Group and creating action plans to ensure the achievement of the plan including setting and tracking individualized goals for each team member in regards to production and revenue, and forecasting results for management based on existing pipelines.* **Management of the Team**: Monitoring and coaching performance of team members, ensuring that relationships are created and maintained, taking appropriate action to ensure goals are achieved (including sourcing deals personally if needed), while taking corrective actions if goals are not being achieved and leveraging expertise and knowledge to develop an outstanding team. Attracting, developing and coaching a successful sales team. Responsible for hiring, training, development, and handling of salary administration, performance reviews, and employee relations issues.* **Relationship Management/Revenue Generation**: Ability to infuse the team's network of clients and centers of influence with fresh prospects at any time in order to expand opportunities. Serves as an escalation point for any and all client relationships, addressing any issues and removing obstacles to ensure a smooth and beneficial transaction. Personally manages client relationships as needed or deemed necessary. Assist team with generating revenue, deposit gathering and fee production. Work with product partners on cross-sell efforts to deepen relationships and improve profitability.* **Credit Quality**: Ensuring the team is pro-actively monitoring the credit quality of their portfolios through timely financial statement gathering, monitoring client's compliance with ongoing required reporting and properly analyzing financial information. Partnering with the credit team to recommend and take appropriate corrective actions as needed.**Job Requirements**:* High School Diploma or equivalent, required* Bachelor's degree, preferred* 15+ years of experience in commercial lending (either production or credit roles)* Excellent interpersonal and verbal and written communication skills* Knowledge of regulatory compliance requirements. Ability to stay abreast of industry trends, as well as legislation and regulations that impact the business.* Strong negotiation skills* Knowledge of financial analysis; credit analysis skills* Strong relationship management and business development/sales skills* Excellent customer service and community relations skills* Adhere to all regulatory and compliance issues linked to the job and the team and understand how these issues help the bank achieve the vision of remaining an independent bank. Staff member is expected to consistently adhere to regulatory and compliance policies and standards linked to their job as listed. Staff member will not repeatedly act in a manner signifying intentional or willful noncompliance, nor exhibit gross negligence or a general disregard for compliance and regulatory standards. Staff member must ensure compliance with applicable federal, state and local laws and regulations. Staff member must complete all required compliance training on a timely basis. Staff member will maintain knowledge of and adhere to Flagstar's internal compliance policies and procedures. Staff member must take responsibility to keep up to date with changing regulations and policies.Flagstar is an Equal Opportunity EmployerFlagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information:
#J-18808-Ljbffr
$60k-77k yearly est. 3d ago
Senior Associate, HR Analytics & HRIS
The OCC 4.9
Chicago, IL jobs
IS NOT ELIGIBLE FOR VISA SPONSORSHIP*****
The HRIS & HR Analytics function is a critical part of the Human Resources team and is responsible for the development and execution of a strategy for operational excellence across HR. This role will partner with all HR functions, including Organizational Development, Talent Acquisition, Talent Management, Total Rewards and Diversity & Inclusion, as well as other departments across the firm, to support key departmental initiatives and company objectives. In addition, they will be responsible for continuous improvement of our HRIS systems, fulfilling HR reporting needs, help to build a data analytics practice and overseeing our payroll procedure.
Primary Duties and Responsibilities:
To perform this job successfully, an individual must be able to perform each primary duty satisfactorily.
In partnership with Director, HRIS & HR Analytics, act as a liaison between HR, organizational stakeholders, and IT, to coordinate the execution of key projects and departmental initiatives
Address roadblocks to deliver enhancements aligned with HR's strategic direction
In partnership with Director, HRIS & HR Analytics, execute various reporting and analytics tasks, including fulfilling report requests from the business and producing the monthly CHRO reporting package
Coordinate and help execute HR analytics dashboards across all practice areas of HR (CHRO, OD, TM, TW and TA)
Conduct a business analysis of HR data, taking data exports across all areas of HR and analyzing the information
Execute research and analysis of best practices with HRIS and Analytics
System Administration and execution of Metrics that Matter. Create reporting and analyze data to tell the story of Organizational Development
Execute HR's portion of the payroll process, enforcing established deadlines and ensuring the necessary and appropriate audits are completed prior to providing to Finance for processing
Manage and build strong stakeholder relationships with the ability to keep stakeholders engaged, responsible and proactive in working toward planned goals and objectives, while connecting the dots across the various HR functions
Assist Director, HRIS & HR Analytics with updating polices and procedures, business continuity activities and other ad hoc projects
Act as a departmental change agent to proactively identify and drive opportunities for continuous improvement, process optimization and system enhancements to support business strategies and operational needs
Complete Ad hoc projects and requests as needed by Director, HRIS & HR Analytics, Executive Director, OD or CHRO.
Supervisory Responsibilities
None
Qualifications & Experience
The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary functions.
[Required] Ability to effectively analyze and interpret data to clearly convey meaningful insights
[Required] Strong prioritization skills and attention to detail; ability to handle multiple, time-sensitive projects while focusing on high quality of work; juggles competing deadlines effectively
[Required] Thinks multiple steps ahead; prepares for potential problems and escalates issues when appropriate
[Required] Strong communication skills and the ability to build relationships with peers and leadership
[Required] Desire to change the status quo, challenge assumptions and embrace ambiguity
[Required] Ability to work in a confidential environment
[Required] Knowledge of HR functions and business processes (Talent Acquisition, Compensation, Benefits, Learning & Development, etc.)
3+ years of relevant work experience
Technical Skills:
[Required] HRIS Experience
[Required] Workday reporting experience
[Required] Proficiency with Microsoft Office products; Word, Excel and PowerPoint
[Preferred] Advanced experience with excel
Certifications
None
Education & Training
[Required] Bachelor's degree in Human Resource Management or other related field
[Required] 3+ years of relevant work experience
[Required] Data analysis experience
About Us
The Options Clearing Corporation (OCC) is the world's largest equity derivatives clearing organization. Founded in 1973, OCC is dedicated to promoting stability and market integrity by delivering clearing and settlement services for options, futures and securities lending transactions. As a Systemically Important Financial Market Utility (SIFMU), OCC operates under the jurisdiction of the U.S. Securities and Exchange Commission (SEC), the U.S. Commodity Futures Trading Commission (CFTC), and the Board of Governors of the Federal Reserve System. OCC has more than 100 clearing members and provides central counterparty (CCP) clearing and settlement services to 19 exchanges and trading platforms. More information about OCC is available at ***************
Benefits
A highly collaborative and supportive environment developed to encourage work-life balance and employee wellness. Some of these components include:
A hybrid work environment, up to 2 days per week of remote work
Tuition Reimbursement to support your continued education
Student Loan Repayment Assistance
Technology Stipend allowing you to use the device of your choice to connect to our network while working remotely
Generous PTO and Parental leave
401k Employer Match
Competitive health benefits including medical, dental and vision
Visit ************************************************ for more information.
Compensation
The salary range listed for any given position is exclusive of fringe benefits and potential bonuses. If hired at OCC, your final base salary compensation will be determined by factors such as skills, experience and/or education.
In addition, we believe in the importance of pay equity and consider internal equity of our current team members as part of any final offer.
We typically do not hire at the maximum of the range in order to allow for future and continued salary growth. We also offer a substantial benefits package as noted on **********************
All employees may be eligible for a discretionary bonus. Discretionary bonuses are based on various factors, including, but not limited to, company and individual performance and are not guaranteed.
Salary Range
$79,000.00 - $98,300.00
Incentive Range
6% to 10%
This position is eligible for an annual discretionary incentive compensation award, for which the target range is listed above (see Incentive Range). The amount of such award, if any, will be based on various factors, including without limitation, both individual and company performance.
Step 1
When you find a position you're interested in, click the 'Apply' button. Please complete the application and attach your resume.
Step 2
You will receive an email notification to confirm that we've received your application.
Step 3
If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location.
For more information about OCC, please click here.
OCC is an Equal Opportunity Employer
$79k-98.3k yearly Auto-Apply 54d ago
Director, Governance & Controls - Information Technology & Information Security
Canadian Imperial Bank of Commerce 3.8
Illinois jobs
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What you'll be doing
CIBC's Technology Infrastructure and Innovation (TI&I) business spans Technology, Information Security, Deposit Operations, Loan Operations, Payment Operations, Data Management Office, Corporate Real Estate, Corporate Security, Procurement, Operational Resilience, and Risk & Governance. TI&I drives operational excellence by managing the technology and operations required to run the bank, enabling transformation through innovation, and supporting growth objectives with flawless execution of strategic initiatives.
The Governance and Oversight team within TI&I operates as a First Line team in the Three Lines of Defense model, enabling risk discipline, business resiliency, and value creation while strengthening the CIBC Risk Management Framework.
As Director, Governance & Controls, you will be a key leader within the US TI&I organization, reporting to the Head of Governance & Oversight. You will be responsible for designing, implementing, and continuously enhancing governance, risk, and control frameworks for our US Technology and Information Security (IT/IS) functions. This role is integral to maintaining a robust risk culture, ensuring regulatory compliance, and driving operational resilience in a complex, fast-paced environment.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview
Strategic Leadership & Advisory : Serve as a trusted advisor to stakeholders, providing proactive guidance on risk management, control design, and compliance with organizational policies, regulatory requirements, and industry standards. Lead the development and execution of GRC strategies aligned with CIBC's risk appetite and US regulatory expectations (FFIEC, GLBA, NYDFS, NIST, COBIT, ISO). Act as a thought leader, driving control maturity and operational risk alignment across the organization.
Governance, Risk & Controls : Oversee the identification, assessment, escalation, and mitigation of IT/IS risks, ensuring alignment with enterprise risk frameworks. Oversee the implementation of effective controls, ensuring they are integrated into business processes and technology systems. Conduct regular reviews of controls to assess the impact of changes in business processes, new projects, and emerging risks. Maintain oversight of the global control environment impacting IS/IT, ensuring alignment with CIBC's broader risk management objectives and US regulatory requirements. Design and implement continuous control monitoring and assurance programs, leveraging data analytics and automation to enhance oversight. Conduct comprehensive risk assessments and ensure integration of effective controls into business and technology processes. Perform validation and quality assurance reviews of issues, ensuring proper risk management practices and closure in accordance with 2nd Line of Defense (LOD) guidance. Monitor and report on key risk and control metrics to senior leadership, providing actionable insights and recommendations.
Regulatory Compliance & Engagement : Maintain deep knowledge of US and global regulatory requirements, ensuring frameworks and practices remain current and compliant. Support regulatory exams, internal audits, and industry assessments, ensuring timely resolution of findings and implementation of corrective actions.
Continuous Improvement & Innovation : Drive continuous improvement initiatives, leveraging emerging technologies and industry trends to strengthen the control environment. Foster a culture of innovation, risk awareness, and accountability across the team and broader organization.
Stakeholder Engagement & Relationship Management : Build and maintain strong relationships with internal and external stakeholders, including auditors, regulators, and industry associations. Collaborate across the three lines of defense to maintain a robust control framework and foster a culture of sustainable continuous improvement and innovation; ensuring clear roles, responsibilities, and effective partnership. Prepare and present risk and control reports to executive management, regulators, and external stakeholders.
Team Leadership :Lead, mentor, and develop a high-performing, diverse team, fostering an inclusive culture of risk awareness and driving collective success.
How you'll succeed
Governance, Risk & Controls (GRC): Proactively identify, assess, and manage risks, ensuring controls are designed and implemented to mitigate those risks effectively. Maintain a forward-looking view of the control environment, staying informed on regulatory changes, emerging risks, and industry best practices.
Advisory & Thought Leadership: Provide expert guidance to IS / IT teams on risk management, control design, and compliance. Act as a thought leader, applying advanced concepts to drive control maturity and alignment with operational risk standards.
Continuous improvement - Inspire a culture of continuous improvement by leveraging leadership behaviors, innovative methods, and enabling technologies. Drive initiatives that enhance the efficiency, effectiveness, and sustainability of the control environment.
Communication - Exhibit strong verbal and written communication skills. Deliver insights and recommendations in a manner that resonates with diverse audiences, including senior leadership, regulators, and external stakeholders. Translate complex data and findings into actionable insights that drive decision-making.
Business Acumen - Demonstrate a strong understanding of control frameworks, regulations, management control environments, audit, corporate policies and standards, business processes, and new industry-level guidance.
Relationship Building - Build trust and credibility with stakeholders by demonstrating expertise, authenticity, and a collaborative approach. Foster an inclusive and collaborative environment that drives collective success.
Collaboration & Partnership - Establish and maintain a strong operating/engagement model with the IS/IT organization, 2LOD, 3LOD, and Enterprise partners as the foundation to a strong collaborative partnership with clearly defined roles and responsibilities.
Who you are
You are an experienced risk leader with a minimum of 10 years of progressive experience in technology risk management, cybersecurity, or controls implementation within a large, complex financial institution (GSIB experience preferred). You have a proven track record of developing, leading, and executing GRC strategies in a technology-driven environment.
You are a regulatory and industry expert with deep knowledge of US and global regulatory requirements and industry standards (FFIEC, GLBA, NYDFS, NIST, COBIT, ISO). You have experience managing regulatory exams, audits, and industry assessments, and hold relevant certifications such as CISA, CRISC, CISSP, or CISM.
You are a strategic and analytical thinker who sees the big picture, anticipates future trends, and develops long-term plans that align with organizational goals. You excel at analyzing complex situations, identifying opportunities and risks, and making informed decisions that drive sustainable success.
You are a problem solver and innovator who approaches challenges with creativity and resourcefulness. You develop original solutions that address issues effectively and drive continuous improvement, thriving in dynamic environments and leveraging new ideas to deliver impactful results.
You are data-driven and a strong communicator who interprets and analyzes complex data, communicating detailed information in a meaningful way. You leverage data analysis and visualization to provide insights and recommendations to diverse audiences.
You are a champion of change who continuously evolves your thinking and working methods to deliver optimal results. You are flexible and able to pivot easily in response to shifting priorities.
You are a caring and accountable leader who is passionate about developing and coaching others to bring out their best. You have experience leading diverse, high-performing teams and driving collective success through collaboration and inclusion.
You are a collaborative relationship builder who thrives in a team environment, leveraging the power of collaboration to achieve shared goals. You excel at building constructive and collaborative relationships, inspiring outcomes, and fostering trust through respect and authenticity.
You are detail-oriented and notice things that others don't, using critical thinking skills to inform decision-making and ensure the integrity of risk and control processes.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability
California residents - your privacy rights regarding your actual or prospective employment
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $165,000- $200,000 for the market based on experience, qualifications, and location of the position (salary range varies based on the location which will be discussed at the time of the interview).
The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members. #LI-TA
*This job is not eligible for employment sponsorship*
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact **********************************
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
IL-Illinois - Virtual
Employment Type
Regular
Weekly Hours
40
Skills
Accountability, Collaboration, Communication, Continuous Improvement, Decision Making, Fostering Collaboration, Informed Decision Making, Leadership, Operational Excellence, People Management, Regulatory Compliance, Risk Management
$165k-200k yearly Auto-Apply 7d ago
Product & UW Governance Consultant
The Hartford 4.5
Chicago, IL jobs
Product & UW Governance Consultant - UO07GE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
The Product & Underwriting Governance Consultant plays a critical role in leading cross-functional initiatives to bring new and refreshed insurance products to market while ensuring strong governance and compliance across underwriting processes. This position partners closely with the Global Specialty (GS) Product team, Chief Underwriting Office, and other stakeholders to manage the product development lifecycle and deploy underwriting governance controls. The consultant acts as a project leader without direct authority, driving collaboration, planning, and execution of tasks that support strategic objectives and regulatory requirements.
Product Development Leadership
+ Lead cross-functional teams to deliver new and refreshed insurance products from ideation to market launch.
+ Manage all business deliverables in the product development lifecycle (excluding systems development), including:
+ Feasibility and competitive analysis
+ Development of forms, rates, applications, underwriting guidelines and rules
+ Statutory filing preparation
+ Marketing and distribution planning
+ Coordination of data science deliverables and third-party services
+ Change management and training initiatives
+ Create and maintain project plans, schedule meetings, estimate resources, distribute updates, and monitor key activities to ensure timelines and goals are met.
Governance Framework & Risk Management
+ Coordinate product governance activities and guide stakeholders through the Global Specialty Product Governance Process for all new product proposals or material product changes.
+ Assist in the development of deliverables required for product governance approvals.
+ Maintain governance frameworks, policies, and procedures for underwriting and product development.
+ Document and communicate governance requirements and processes within GS and to key stakeholders.
+ Collaborate with GS CUO, business leads, and product teams to develop, refine and deploy underwriting governance controls and processes.
+ Prepare reports and metrics for senior leadership on governance and underwriting performance.
Qualifications:
+ Bachelor's degree in Business, Insurance, Risk Management, or related field (advanced degree preferred).
+ Professional certifications such as CPCU, ARe, or similar preferred.
+ 7+ years of experience in underwriting, product development, or compliance within P&C insurance.
+ Proven ability to lead cross-functional projects without direct authority.
+ Excellent organizational, analytical, and communication skills.
+ Familiarity with underwriting systems and data analytics tools, a plus.
+ Experience in governance frameworks and risk management strategies, preferred.
+ Strong project management skills and attention to detail, preferred.
This role can have a Hybrid or Remote work arrangement. Candidates who live near one of our office locations will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$101,840 - $152,760
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (*********************************************
Every day, a day to do right.
Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
About Us (*************************************
Our Culture
What It's Like to Work Here (**************************************************
Perks & Benefits
Legal Notice (*****************************************
Accessibility Statement Producer Compensation (**************************************************
EEO
Privacy Policy (**************************************************
California Privacy Policy
Your California Privacy Choices (******************************************************
International Privacy Policy
Canadian Privacy Policy (****************************************************
Unincorporated Areas of LA County, CA (Applicant Information)
MA Applicant Notice (********************************************
Hartford India Prospective Personnel Privacy Notice
$101.8k-152.8k yearly 50d ago
Remote Commercial Collections LARGE BALANCE
Greenberg Grant Richards Inc. 3.9
Chicago, IL jobs
Greenberg, Grant & Richards, Inc. is an accounts receivable and commercial collection firm and the leader in our industry! We have 7 offices around the US and we collect over 100 Million annually. Recession Proof Industry, our top collectors make over 100K a year. We are Accredited and Honored by the BBB with an A+ rating.
We are growing and would like to speak with you today if you are a Commercial Collector or have experience in the collections industry and are ready to start a new adventure.
Since 1993, we have developed a strong reputation for delivering results and superior customer service. We attract and hire top talent across the nation to be a part of our team and we would like to speak with you about joining the GGR Family. If you love to make money and strive to be successful, energetic and goal-oriented there is a position for you on our Collections team.
Why Choose Greenberg, Grant & Richards, Inc.?
We are growing and we want the best of the best to come and grow with us.
75% employer paid Medical, Dental & Vision
Great Work Location
401K
Paid Life Insurance
Vacation/PTO
No nights and weekends
Off early on Friday's
Weekly Meetings and Coaching
Weekly Contests
Responsibilities:
Understands and applies the terms of clients contracts
Notate and pursue successful resolution of defaults
Contact business owners by phone and email to resolve delinquency issues
Communicate and build trust to overcome objections and resolve the debt
Advise business owners of potential actions surrounding defaults
Ensure compliance with all laws associated with recovery
Meet daily call expectations of 100+ with accounts worked
Call debtors to secure payments on past-due accounts
Knowledge of skip tracing and asset searches preferred
Successfully manages a queue of 200+
Must have the ability to exceed daily, weekly, and monthly expectations consistently
Must follow established policies & procedures
Must take direction well and be self-motivated
Other duties as assigned
Qualifications:
High School Diploma or Equivalent (G.E.D.)
2 years of collection experience preferred
Excellent telephone and customer service skills
Working knowledge of Microsoft Office programs including Outlook, Word and Excel.
This is a remote opportunity
Greenberg, Grant & Richards, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
About Greenberg, Grant & Richards, Inc.:
Greenberg, Grant & Richards, Inc. is an accounts receivable and commercial collection firm and the leader in our industry! We have offices in Austin, Houston, Denver, and Tampa. We have been an industry leader for over 30 years and set the bar for collecting other companies commercial accounts receivable issues. Our focus is solely business to business. Looking at our next 30 years we are focusing on expansion and bringing on board the next generation of employees. We currently have over 10,000 active clients and we collect over 100 million dollars a year for our clients. If you are looking to get into a “Recession and Pandemic Proof Industry”, this is the place for you! Once you get in, you'll never leave.
If you are in car sales, you only get your customer back every 3-5 years. If you are in home sales, you only get your customer back every 10 years. In commercial collections, once you land a client, your client comes back every month. They place accounts every day and they are never taken from you. That is the key to sales, getting repeat business and continuously growing your file year over year. Many clients have been with us over 20 years. We have developed a strong reputation for delivering results and superior customer service. We attract and hire top talent across the nation to be a part of our team and we would like to speak with you about joining the GGR Family. We attract and hire the top talent across the nation to be a part of our team.
Why Choose Greenberg, Grant & Richards, Inc.?
We are growing and we want the best of the best to come and grow with us.
75% employer paid Medical, Dental & Vision
Great Work Location
401K
Paid Life Insurance
Paid Time Off
No nights and weekends
Off early on Friday
Flex Time / PTO
Employee Driven Culture
Salary Description $36,000 to $100,000 per year (plus commission
$32k-38k yearly est. 60d+ ago
Investment Consultant - External Wholesaler
City National Bank 4.9
Springfield, IL jobs
*INVESTMENT CONSULTANT - Remote based in TX* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management.
WHAT WILL YOU DO?
* Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale.
* Ensure that Independent Financial Advisors are kept abreast of firm and industry developments.
* Ensure that the transition from the sales process to portfolio management is smooth and accurate.
* Facilitate the new accounts and account transfer process.
* Handle Independent Financial Advisor and client communication.
* Prepare client presentations.
* Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications.
* Facilitate and conduct individual meetings and presentations in assigned territory.
* Generate new assets to the firm using a highly professional consultative sales approach.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree
* Minimum 5 years of financial experience preferably in Investment Management
* 2 years of experience in the High Net Worth or Ultra High Net Market markets
* 2 + years delivering formal client presentations
* FINRA Series 7 and 63 or 66 licenses
* Ability to travel 40-50% of the time
*Additional Qualifications*
* CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
* Highly competitive and goal-oriented
* A focus on sales and new business development
* Masters Degree preferred
* Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
* Experience in the High Net Worth or Ultra High Net Market markets
* Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues.
* Prior success in the HNW or UHNW market
* Excellent communication skills
* Self-motivated and self-disciplined
* Strategic thinker, able to assess and recommend a course of action
* Highest level of both personal and professional demeanor and ethical behavior
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-DN1
\#CA-DN1
$101.2k-172.4k yearly 60d+ ago
Lead Generation Associate
Northern Trust 4.6
Chicago, IL jobs
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.
About the Role
Northern Trust's Global Sales Organization is seeking a Lead Generation Associate to join our client acquisition team, which is tasked with converting data into deals. This role is critical in driving client acquisition through various channels by identifying, qualifying, prioritizing, and engaging prospective leads. The Lead Generation Associate will work closely with sales enablement, marketing and front-line sales teams to ensure a seamless pipeline of high-quality leads.
Key Responsibilities
* Lead Identification: Utilize digital tools and platforms to identify potential leads or prospects within target markets.
* Lead Qualification: Assess and score leads based on predefined criteria to ensure alignment with business objectives.
* Prioritization & Outreach: Organize and prioritize leads for timely follow-up and outreach via email, social media, and other channels.
* CRM Management: Maintain accurate and up-to-date records in Salesforce, ensuring data integrity and actionable insights.
* Campaign Support: Collaborate with marketing teams to execute lead nurturing campaigns using tools like Marketo.
* Reporting & Analytics: Track lead performance metrics and provide insights to optimize conversion strategies.
* Sales Support: Additional responsibilities in support of sales efforts may include researching leads and prospects and/or writing responses to Requests for Proposal (RFPs) for wealth and investment management services.
Qualifications
* Bachelor's degree in marketing, Business, Finance, or related field (or equivalent experience)
* 2-3 years of experience in digital marketing, lead generation, or CRM management (internship experience acceptable).
* Familiarity with Salesforce, Excel, and Marketo; experience with other marketing automation tools is a plus.
* Strong analytical skills and attention to detail.
* Excellent communication and organizational skills.
* Ability to work collaboratively in a fast-paced environment.
Preferred Skills
* Knowledge of Northern Trust, wealth management principles, and/or financial services industry.
* Understanding of digital marketing strategies and lead scoring models.
* Proficiency in data analysis and reporting.
* Ability to manage multiple workflows.
Salary Range:
$74,200 - 126,200 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************.
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
$74.2k-126.2k yearly Auto-Apply 20d ago
Learn more about Peoples National Bank of Kewanee jobs