Job Description:Job Title: Director, Asset Management Treasurers Office, SOX OversightThe Role
As a Director in the Asset Management's Treasurers Office, you will play a key role in the oversight of the Sarbanes Oxley (SOX) Compliance programs for Fidelity's alternative and retail funds. In this role you will provide support for the SOX 404 risk assessment, overall SOX program governance and continuous improvement across multiple products to ensure compliance with the requirements. You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations, and with key business partners in Legal, Compliance, and Risk.
The Expertise And Skills You Bring
Bachelor's degree in accounting or related field.
Minimum 9+ years industry or equivalent experience.
5+ years mutual fund accounting, financial reporting, public accounting or related financial experience.
MBA/CPA a plus.
Advanced knowledge of the mutual fund business, investment types and alternative investment products.
Strong technical accounting and regulatory knowledge, including SOX 404.
Knowledge of operational risk management and internal controls, governance and oversight processes.
Excellent organizational and problem-solving skills and attention to detail and dedication to accuracy.
Excellent communication skills and ability to summarize and present sophisticated financial data in clear, organized, concise manner.
Strong collaboration skills and an ability to work optimally across business units.
Ability to work independently as well as in a team environment.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Asset Management Treasurers Office provides fiduciary oversight of Fidelity's funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds' Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity's existing products, we also actively support Asset Management's efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite. #FidelityAlts
The base salary range for this position is $110,000-222,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Investment Operations
$110k-222k yearly 4d ago
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Assistant Store Manager
Community Choice Financial Family of Brands 4.4
Cincinnati, OH job
Your Opportunity:
Assistant Store Manager CheckSmart Cincinnati, OH
As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's fast-paced, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step.
What We Offer:
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a key holder program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational reimbursement program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
A relaxed, business casual dress code that includes jeans and sneakers!
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum one year's experience in customer service, sales, or retail.
At least 3 months of supervisory, key holder, or relevant leadership experience
Excellent verbal and written communication skills.
Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
Must be at least 18 years of age (19 in Alabama).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Management experience in retail, convenience store, grocery, finance, service, or related industries.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
What You'll Do - Essential Duties and Responsibilities:
Maximize customer success by offering financial services that fit their needs.
Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products.
Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty.
Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts.
Maintain customer information in the point of sale (POS) system with accuracy and integrity.
Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events.
Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer.
Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance.
Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.**
**Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'll thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
$35k-43k yearly est. Auto-Apply 2d ago
Construction & Commissioning Scheduler
Blackrock Resources LLC 4.4
New Albany, OH job
You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please.
Schedule: Full-time | On-site presence required
Industry: Industrial/Power/Data Center Construction
We're looking for an experienced Construction & Commissioning Scheduler to support large-scale, complex projects from the ground up. This is a hands-on, on-site role where you'll collaborate with project management, engineering, and field teams to develop and maintain detailed schedules that drive successful project delivery.
What You'll Do:
Build and manage comprehensive Primavera P6 schedules across engineering, procurement, construction, and commissioning phases.
Partner with project managers, superintendents, and subcontractors to keep timelines accurate and achievable.
Track progress, analyze variances, and recommend adjustments to keep projects on target.
Generate look-ahead schedules, performance reports, and updates for leadership and client reviews.
Support forecasting, resource loading, and earned value analysis to ensure clear visibility into project health.
Align construction and commissioning activities for smooth transitions and seamless project closeouts.
What You Bring:
Bachelor's degree in Engineering, Construction Management, or a related field (or equivalent experience).
5+ years of experience scheduling large-scale industrial, data center, or power generation projects.
Strong command of Primavera P6.
Proven track record supporting both construction and commissioning phases.
Excellent communication, organizational, and analytical skills.
Ability to work on-site in New Albany, Ohio.
Preferred Experience:
EPC or large-scale construction background.
Knowledge of commissioning processes and turnover documentation.
Familiarity with cost control, earned value management, and integration with project systems like Excel, Power BI, or CMMS tools.
If you thrive in a fast-paced, collaborative environment and enjoy bringing structure to complex projects, this could be the perfect next step for you.
$65k-91k yearly est. 3d ago
Desk Property Adjuster (Hybrid)
USAA 4.7
Remote or Colorado Springs, CO job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Property Adjuster, you will work within defined guidelines and framework, investigate, evaluate, negotiate, and settle low to moderate complexity property insurance claims. You will confirm/analyze coverage, recognize liability exposure and negotiate equitable settlement in compliance with all state regulatory requirements. You will recognize and empathize with members' life events, as appropriate.
This hybrid role requires an individual to be in the office 3 days per week, available to work standard business hours Monday-Friday with availability for occasional evenings and weekends as business need dictates. This position can be based in in our office in Colorado Springs, CO. Relocation assistance is not available for this position.
What you'll do:
Proactively manages assigned claims caseload comprised of claims with low to moderate complexity damages that require commensurate knowledge and understanding of claims coverage.
Partners with vendors and internal business partners to facilitate low to moderate complexity claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance.
Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics.
Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing investigation information involving low to moderate complexity policy terms and contingencies.
Determines and negotiates low to moderate complexity claims settlement. Coordinates with management for guidance on assessing settlement amounts outside of authority limits to support managing claims outcomes.
Maintains accurate, thorough, and current claim file documentation throughout the claims process.
Applies knowledge of estimating technology platforms and virtual inspection tools to prepare and manage low to moderate complexity property insurance claims estimates
Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations.
Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours.
May be assigned CAT deployment travel with minimal notice during designated CATs.
Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
High School Diploma or General Equivalency Diploma.
1 year of customer service, military leadership, construction related industry/insurance experience and/or experience handling low complexity property claims
Knowledge of estimating losses using Xactimate or similar tools and platforms.
Demonstrated negotiation, investigation, communication, and conflict resolution skills.
Working knowledge and understanding of claims contracts as well as application of case law and state laws and regulations.
Ability to prioritize and multi-task, including navigating through multiple business applications.
May need to travel up to 25% of the year (local & non-local) and/or work catastrophe duty when needed.
Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts.
What sets you apart:
2+ years relevant property claims adjusting
Desk adjusting residential property claims to include water, roof, and personal property
Handling claims from start (FNOL, reviewing policy, making coverage decisions) to finish including settlement
Proficient with virtual tools (such as Claim X, Hover, and Hosta)
Call center experience
Xactimate proficiency
Bachelor's Degree
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $59,760 - $100,850.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$59.8k-100.9k yearly Auto-Apply 2d ago
Head of Digital Experience & Member Engagement (Remote)
Kentucky Society of Association Executives Inc. 3.5
Remote or Alexandria, VA job
A professional membership organization in Virginia is seeking a Director of Digital Experience and Engagement to transform member interactions through digital platforms. The role requires 7-10 years of experience in managing digital platforms, a Bachelor's degree in a related field, and familiarity with AI tools. The position offers a competitive salary and telework flexibility. Candidates are encouraged to apply by December 20th.
#J-18808-Ljbffr
Job Description:Job Title: Director, Asset Management Treasurers Office, SOX OversightThe Role
As a Director in the Asset Management's Treasurers Office, you will play a key role in the oversight of the Sarbanes Oxley (SOX) Compliance programs for Fidelity's alternative and retail funds. In this role you will provide support for the SOX 404 risk assessment, overall SOX program governance and continuous improvement across multiple products to ensure compliance with the requirements. You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations, and with key business partners in Legal, Compliance, and Risk.
The Expertise And Skills You Bring
Bachelor's degree in accounting or related field.
Minimum 9+ years industry or equivalent experience.
5+ years mutual fund accounting, financial reporting, public accounting or related financial experience.
MBA/CPA a plus.
Advanced knowledge of the mutual fund business, investment types and alternative investment products.
Strong technical accounting and regulatory knowledge, including SOX 404.
Knowledge of operational risk management and internal controls, governance and oversight processes.
Excellent organizational and problem-solving skills and attention to detail and dedication to accuracy.
Excellent communication skills and ability to summarize and present sophisticated financial data in clear, organized, concise manner.
Strong collaboration skills and an ability to work optimally across business units.
Ability to work independently as well as in a team environment.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Asset Management Treasurers Office provides fiduciary oversight of Fidelity's funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds' Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity's existing products, we also actively support Asset Management's efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite. #FidelityAlts
The base salary range for this position is $110,000-222,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Investment Operations
$110k-222k yearly 4d ago
AI-Driven Growth & Brand Strategy Leader
Escalon Services, Inc. 4.1
Remote or Chicago, IL job
A dynamic business services firm is seeking a Head of Marketing Innovation & AI Strategy to define and scale its brand and marketing strategy. This leadership role, which reports to the CEO, involves leveraging data and AI to drive growth, building a team, and optimizing marketing initiatives. Ideal candidates will have a strong B2B marketing background, experience in technology sectors, and a track record of successful demand generation strategies. The role offers flexibility, with a focus on remote work, and an attractive compensation package.
#J-18808-Ljbffr
$38k-47k yearly est. 5d ago
Hybrid SDET: Python Automation for Trading
Interactive Brokers Group, Inc. 4.8
Remote or Greenwich, CT job
A global financial services company in Greenwich, CT is seeking a Senior Software Development Engineer in Test to enhance financial opportunities through cutting-edge technology. The role requires extensive experience in Python programming and a background in front-office trading. The ideal candidate will be self-motivated, possess strong analytical skills, and have a deep understanding of financial asset classes. This hybrid position offers a competitive salary and extensive benefits.
#J-18808-Ljbffr
$69k-99k yearly est. 4d ago
Tax Quality & Risk Director - Hybrid, Global Impact
Grant Thornton International Ltd. 4.6
Remote or Chicago, IL job
A leading professional services firm seeks a Managing Director for their Tax Practice in Chicago, IL. The role involves evaluating complex tax positions, developing tax solutions, and leading a team to achieve excellence in service delivery. Candidates should have a CPA or JD, with a minimum of 13 years of experience in a consulting role. The base salary ranges from $300,000 to $500,000, and the position offers a hybrid work model.
#J-18808-Ljbffr
$112k-152k yearly est. 3d ago
Senior Alt Investments & RIA Channel Lead - Remote
T. Rowe Price 4.5
Remote or San Francisco, CA job
A global asset management organization is seeking a field sales specialist to drive the sales of Alternative Investment strategies directed at Financial Advisors and RIAs. With a minimum of 5 years experience in Alternatives and exceptional communication skills, you will be accountable for developing relationships and managing a sales pipeline. Candidates should have a college degree and a deep understanding of investment vehicles and the U.S. investment distribution landscape.
#J-18808-Ljbffr
$118k-153k yearly est. 3d ago
Executive Director, San Diego Chapter - Strategy & Growth
Kentucky Society of Association Executives Inc. 3.5
Remote or San Diego, CA job
A nonprofit organization based in California is seeking an experienced Executive Director to oversee operations and implement strategic goals. The candidate will manage day-to-day functions, ensure the financial health of the chapter, and foster positive member relationships. This remote position requires a Bachelor's degree and a minimum of 3-5 years of executive leadership experience. Strong interpersonal and public speaking skills are essential for facilitating communication and engagement within the organization.
#J-18808-Ljbffr
$101k-169k yearly est. 5d ago
Global Head of Enterprise Risk (Hybrid)
Cambridge Associates LLC 4.8
Remote or Boston, MA job
A leading investment management firm in Boston is seeking a Head of Enterprise Risk to lead their risk management function globally. This senior role requires extensive experience in enterprise risk, leadership skills, and the ability to navigate complex regulatory environments. The candidate will be responsible for developing risk strategies and fostering a proactive risk culture across the organization. Competitive compensation and benefits offered.
#J-18808-Ljbffr
$117k-152k yearly est. 2d ago
Portfolio Manager III - Renewable Power & Project Finance
City National Bank 4.9
Remote or Los Angeles, CA job
WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits.
Primary responsibilities include:
Provide financing for renewable power projects (primarily solar) sponsored or supported by strategic asset manager relationships within Specialty Banking.
Transaction types include revolvers/TLs for project construction
Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.)
This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures.
This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely.
This individual is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.)
WHAT WILL YOU DO?
Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth.
Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk.
Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking.
Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations.
Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements.
Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities.
Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s).
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
Bachelor's Degree or equivalent in Finance, Business or related field
Minimum 6 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries
Additional Qualifications
Advanced experience in credit management and lending operations, with a strong understanding of risk management principles
Desire to build leadership and coaching skills, with the ability to train and develop talent
Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams
Advanced analytical skills, with the ability to interpret complex data and make informed decisions
Industry-specific knowledge and expertise *Renewable Power & Project Finance
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $111,408 - $189,738 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 Benefits and Perks.
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 About Us.
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-MA
#CA-MA
$111.4k-189.7k yearly 5d ago
Chief Banking Officer
Farmers National Bank 4.7
Canfield, OH job
Corporate Main Office 20 South Broad Street Canfield, OH 44406, USA
Oversee and lead all Credit and non‑retail Lending divisions of the Company. Strategically plan, communicate and execute the Company lending, and credit quality philosophy by engaging internal and external resources to grow the loan portfolio within an acceptable risk profile. The CBO will coordinate with the CEO, CFO and other executives to establish goals, priorities, policies and processes that enable the Company to achieve expected performance levels related to lending and credit quality. The CBO will work to coordinate the establishment of lending goals for C&I, CRE, Ag, and Mortgage Lending, along with Treasury Management. Additionally, the CBO is responsible for setting and enforcing the overarching credit evaluation philosophy and practice for the organization. Included in this is the management and leadership of all Credit Support areas such as Loan Administration, Loan Document Processing, Credit Analysis, etc. As an executive, the CBO must also create and strengthen relationships with employees that provide open lines of communication to foster teamwork, trust and a supportive culture.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Ensure that all operational aspects of the Bank's Mortgage Lending and Underwriting activities operate in a safe and sound manner in the best interest of shareholders, the Board of Directors, customers, employees, and the public.
Lead the Commercial lending teams of Farmers National Bank by establishing appropriate strategies, goals and expectations for various loans by type and volume
Oversee the Company's Treasury Management sales and operations activities.
Ensure all Mortgage Lending operations are effectively integrated to achieve optimal outcomes for the Bank, our clients and Shareholders
Develop and implement strategies to accommodate current and future organizational plans, programs, and needs.
Provide the highest level of customer relations and service
Ensure compliance with Bank policies, procedures and processes.
Oversee the Mortgage Sales lines of business Meet and interact with various regulatory agencies, representatives and examiners (Federal Reserve, OCC, SEC, OTS, etc.) as necessary.
As necessary, meet with investors and analysts to report on the current status of the Company
Partners with Senior Leaders in Human Resources, Information Technology, Marketing, Risk Management and Audit to develop and implement effective processes/procedures, and promote a team‑oriented culture throughout the Company
Serve as a member of, or chairperson of various Sr. Management Committees as needed
Actively promote a positive and engaged partnership with the community by sitting on community boards and/or participating in/chairing local programs, charities or meetings
Serve as an active member of the Farmers National Bank Board of Directors
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti‑Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position.
Completes all other duties as assigned
SUPERVISORY RESPONSIBILITIES
Responsible for the overall direction, coordination, and evaluation of the Commercial and Mortgage departments. Expected to coach, train and evaluate department leaders in both informal and formal settings. Carry out supervisory responsibilities in accordance with the Bank's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; coach, train and evaluate department employees; addressing complaints and resolving problems.
EDUCATION AND/OR EXPERIENCE
Bachelor's degree from an accredited four (4) year college or university in Business Administration or a related field
Minimum of fifteen (15) years financial executive leadership experience; extensive experience in mortgage lending and Treasury Management highly preferred and/ or equivalent combination of education and experience
Must have a minimum of ten (10) years supervisory experience; managing multiple departments efficiently
Must have excellent verbal and written communication skills
Must have full knowledge of current banking regulations with regard to credit risk, general knowledge of all areas of banking operations, bank finance and risk management
Strong knowledge of credit policies and lending practices
Must possess excellent computer skills and knowledge; Proficient in Word, Excel, Internet navigation/research, and Outlook is expected
Must be able to travel on an as‑needed basis
QUALIFICATION REQUIRED
Bachelors or better in Finance or related field.
EEO STATEMENT
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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$58k-83k yearly est. 5d ago
President & CEO
Kentucky Society of Association Executives Inc. 3.5
Remote or Illinois job
The ANFP President & CEO serves as the visionary leader, guiding the organization's strategy, success, and culture. Together, the President & CEO and the Board of Directors assure ANFP's relevance to the foodservice industry, the accomplishment of ANFP's mission and vision, and the accountability of ANFP to its diverse constituents.
Position Responsibilities
Assists the Board in determining ANFP's values, mission, vision, short- and long-term goals.
Assists the Board in monitoring and evaluating ANFP's relevance to the foodservice industry, its effectiveness, and its results.
Keeps the board informed through regular communication, providing both formal and informal updates on organization performance, strategy, and key issues.
Identifies problems and opportunities and addresses them; brings those which are appropriate to the Board and/or its committees, facilitates discussion and deliberation.
Informs the Board and its committees about trends, issues, problems, and activities to facilitate policymaking. Recommends policy positions.
Provides general oversight of all organizational activities, manages day-to-day operations, and assures a smoothly functioning, efficient organization.
Leads the executive team by setting expectations, fostering collaboration, promoting a high-performance culture driving the organization strategically towards its objectives.
Assures program quality and organizational stability through development and implementation of standards and controls, systems and procedures, and regular evaluation.
Assures a work environment that supports and enables successful recruitment, retention, and the development of qualified personnel and volunteers. Drives organizational and cultural initiatives, fostering a positive and inclusive work environment.
Oversees the fiscal activities of the organization, ensuring that resources and investments are managed prudently and according to policy, services are produced in a cost-effective manner, solid budgeting and accounting systems and controls are in place.
Assures the filing of all legal and regulatory documents and monitors compliance with relevant laws and regulations.
Acts as an advocate, within the public and private sectors, for issues relevant to the organization, its services, and constituencies.
Facilitates the integration of the organization into the fabric of the foodservice industry by assuring the use of effective marketing and communications activities.
Oversees comprehensive communications that incorporate various types of media to help keep members informed and current on ANFP activities, legislative and regulatory matters, and local and national issues impacting the member profession.
Identifies the key relationships necessary to support an effective organization and assures proper planning, relationship building, and communications to develop and maintain these.
Serves as organization's chief spokesperson and acts as advocate for issues relevant to the organization including legislative and regulatory matters, partnerships, and other stakeholder concerns.
Required Experience and Education :
Bachelor's degree from an accredited college or university; master's and/or other advanced degree preferred; CAE desirable. RDN or CDM, CFPP credential desirable.
Minimum of ten years' executive level experience in association management, and/or a public or private business organization, with demonstrated increased responsibility. Foodservice industry related experience is a plus.
Previous experience working with a Board of Directors.
Must possess outstanding advocacy skills, business, and marketing skills as well as strong financial management, communication, strategic planning, public relations, community relations, governmental relations, and interpersonal skills.
Proven track record of successfully managing a complex and diverse organization that provides the highest quality of service to its members, customers, employees, and stakeholders.
Results oriented record of achievement in organizational leadership, strategic thinking, and interpersonal skills.
Verbal and written communications skills to connect effectively with all levels of company and industry representatives.
Experience managing a fully virtual workforce preferred
Additional Information
ANFP is a leader in workplace culture and benefits with work-life balance supported with a flexible work schedule, a generous paid time off schedule, and other competitive benefits including medical, dental, vision, life, and disability insurance. In addition, we offer a flexible spending account, and a safe harbor non-elective contribution 401(k) plan.
The Association of Nutrition & Foodservice Professionals is committed to creating a diverse work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability, age, veteran status, or another other basis protected by law. Pre-employment screening including a criminal background check, verification of academic credentials, licenses, certifications, and/or verification of work history is required for this position. Unsolicited resumes will not be considered.
This position is remote, however, will require travel to periodic meetings in the Chicago metropolitan area. Additionally, up to 20% travel for board and/or committee meetings, business development, events, and professional development is required.
To apply, please submit a letter of interest and resume to ************************
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$165k-237k yearly est. 4d ago
Life Insurance Sales Agent - Entry Level (Remote)
Primerica 4.6
Remote or Lincoln, NE job
EXCITING OPPORTUNITY! Our offices are expanding and we're seeking hardworking individuals who are ready to step outside the box and build a business! We are seeking Life Insurance Agents to join our team. Whether you're an experienced insurance agent seeking a new opportunity or just beginning your career, we offer a chance to showcase your abilities and achieve professional growth.
No Experience Necessary
This position is open only to US Residents residing in the United States
Candidates must be 18 years+
Candidates must be able to pass a background check
This is a 1099 opportunity, not a W2
As a life insurance agent, you will play a key role in assisting clients with their financial needs. This is an entry-level position, and no prior experience is necessary. We provide comprehensive training and cover the cost of obtaining your professional licenses.
Desired Candidate Should Possess:
Excellent customer service skills
Ability to develop, manage and drive growth
Candidates must be ready to plug-in and follow a proven system
Experience in sales, marketing and business are preferred but not required
What we provide:
A Competitive Performance-based Compensation Package
Zoom Training & Bonus program
Ongoing Support & Mentorship System to Ensure Success
Opportunities For Quick Advancement Within
Win All-Expense Paid Trips to Top Resorts with the Company
E & O Coverage Included
No Quotas
For More Information: EXCITING OPPORTUNITY! Our offices are expanding and we're seeking hardworking individuals who are ready to step outside the box and build a business! We are seeking Life Insurance Agents to join our team. Whether you're an experienced insurance agent seeking a new opportunity or just beginning your career, we offer a chance to showcase your abilities and achieve professional growth.
No Experience Necessary
This position is open only to US Residents residing in the United States
Candidates must be 18 years+
Candidates must be able to pass a background check
This is a 1099 opportunity, not a W2
As a life insurance agent, you will play a key role in assisting clients with their financial needs. This is an entry-level position, and no prior experience is necessary. We provide comprehensive training and cover the cost of obtaining your professional licenses.
Desired Candidate Should Possess:
Excellent customer service skills
Ability to develop, manage and drive growth
Candidates must be ready to plug-in and follow a proven system
Experience in sales, marketing and business are preferred but not required
What we provide:
A Competitive Performance-based Compensation Package
Zoom Training & Bonus program
Ongoing Support & Mentorship System to Ensure Success
Opportunities For Quick Advancement Within
Win All-Expense Paid Trips to Top Resorts with the Company
E & O Coverage Included
No Quotas
For More Information: ********************************
$32k-39k yearly est. Auto-Apply 60d+ ago
Business Analyst 3
Primerica 4.6
Remote job
Join Our Team
In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at “one of the best places to work in the metro Atlanta”.
About this PositionBusiness Analyst 3 performs a range of assignments related to Life Insurance Project Support. Creates and executes business requirement documents, process flow diagrams and data mapping. Acts as liaison between the business users and programmers to ensure that projects meet outlined objectives and resolve system issues. Manages mainframe/distributed systems projects through entire software development life cycle including documentation of requirements, testing, implementation and post production monitoring. May lead projects or project steps within a broader project or may have accountability for on-going activities or objectives. Acts as a resource for colleagues with less experience. Interfaces with multiple teams and departments across the organization. Interfaces with managers and business owners throughout the organization. Coordinates with third parties and oversees projects involving 3rd party providers.
*Local Applicants Only*Responsibilities & Qualifications
Responsibilities
Create and execute business requirement documents, process flow diagrams and data mapping
Coordinate, manage and execute projects for Life Operations
Research and resolve departmental system issues and concerns
Devise, recommend and implement solutions and options for system design and enhancements and recognize when management approval is required.
Create user acceptance criteria (test plans), coordinate with QA team to execute testing and work with QA to analyze test results
Refine requirements and coordinate additional development as a result of any QA findings
Research and resolve departmental system issues and concerns
Formulate, develop and implement changes to improve departmental and process efficiency, including using automation tools (Microsoft Access, Testing Scripts, etc.)
Devise, recommend and implement solutions and options for system design and enhancements and recognize when management approval is required.
Act as liaison between the business users and programmers to ensure that projects meet outlined objectives and resolve system issues
Manage mainframe/distributed systems projects through entire software development life cycle including documentation of requirements, testing, implementation and post production monitoring
Minimum Qualifications:
Associates and/or bachelor's degree with a Concentration in Business and/or Liberal Arts. OR 3-5 years of equivalent business experience.
Project Management Software (Version One, Jira, or equivalent)
MS Office (Project, SharePoint, Word, Excel, Power Point, Access)
Confluence / SQL and Data base experience
Requires in-depth conceptual and practical knowledge of Life Insurance Business and practices and procedures within Project Management Life Cycle.
Required Knowledge, Skills and Abilities
Continue to build knowledge of the company, processes and customers.
Solves complex problems and research requests.
In depth knowledge of the systems and processes of the departments and business functions they support
Broad knowledge of the systems and processes of the departments and business functions they support
Able to work independently with minimal direction from management.
Handle multiple priorities simultaneously
FLSA status:
This position is exempt (not eligible for overtime pay):
YesOur Benefits:
Day one health, dental, and vision insurance
401(k) Plan with competitive employer match
Vacation, sick, holiday and volunteer time off
Life and disability insurance
Flexible Spending Account & Health Savings Account
Professional development
Tuition reimbursement
Company-sponsored social and philanthropy events
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
$66k-92k yearly est. Auto-Apply 43d ago
Contract Management Lead
Tata Consultancy Services 4.3
Milford, OH job
Contract Management Lead
Duration: FTE/ Direct Hire
The Contract Management Lead will be responsible for managing the end-to-end contract management scope as defined under the 2025 Data Center Spend Management + Operations (DCSMO) RFP for Contract Execution. This role ensures that all contract-related activities are executed in full compliance with Google's processes, standards, and timelines. The ideal candidate will possess strong analytical, operational, and stakeholder management skills with proven experience in contract management tools and governance practices.
Key Responsibilities:
Manage the end-to-end contract management process as outlined in the DCSMO RFP scope of Contract Execution.
Ensure services are delivered in alignment with Google's process, compliance, and quality standards.
Collaborate with Invoice Review and Procurement Order Governance teams to ensure seamless operations and alignment across functions.
Lead governance meetings and serve as the primary escalation point for all Contract Execution-related activities.
Identify and drive continuous improvement initiatives within the contract management domain to enhance efficiency and accuracy.
Maintain strong process documentation and support audit and compliance requirements as needed.
Qualifications and Skills:
Hands-on experience with tools such as ARIBA, DocuSign, and MS Teams.
Advanced proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
Preferred: Prior experience in drafting vendor and customer-facing contracts.
Strong analytical, diagnostic, and problem-solving skills with demonstrated customer centricity.
Ability to manage ambiguity under pressure and perform effectively in a fast-paced environment.
Excellent written and verbal communication skills with the ability to influence and collaborate across teams.
Highly dynamic, proactive, and willing to take on challenges and learn new technologies.
Salary Range: $95,000 - $115,000 per year
$95k-115k yearly 1d ago
Pharmacy Benefit Manager Oversight Director (Hybrid)
Commonwealth of Massachusetts 4.7
Remote or Boston, MA job
A government agency in Boston is seeking a Director of Pharmacy Benefit Manager Oversight. This senior management position oversees licensing and compliance for Pharmacy Benefit Managers in Massachusetts. Responsibilities include reviewing applications, managing communications, and advising stakeholders. The ideal candidate will have significant experience in business administration and supervising staff, with a focus on promoting a diverse and inclusive workplace. A competitive salary and benefits package are offered.
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$85k-132k yearly est. 5d ago
Financial Services Representative
Primerica 4.6
Remote job
Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker
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