Pitcairn Company, Pitcairn Financial Group job in Conshohocken, PA
Pitcairn's innovative Shared Single-Family Officeâ„¢ model provides unparalleled service to wealthy families and other family offices. Since the firm's founding in 1923, Pitcairn has helped ultra-high- net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services, as well as family education and family governance support.
PRIMARY FUNCTION:
The Client Strategy Associate partners closely with the Head of Client Strategy to support and advance Pitcairn's organic growth efforts. This role is designed to enable relationship-driven growth by supporting opportunity development, coordinating prospective client engagements, and ensuring disciplined execution across the firm's growth initiatives.
Serving as a key connector across leadership, relationship management, marketing, and operations, the Client Strategy Associate helps translate growth strategy into thoughtful, high-quality execution, while ensuring a seamless, high-touch experience for prospective families and centers of influence.
R ESPONSIBILITIES:
Support the advancement of prospective client opportunities by tracking activity, next steps, and follow-through across the pipeline.
Conduct initial reviews of prospective client materials (e.g., financial statements, tax returns, estate planning documents) to synthesize key facts, identify themes, and surface questions for internal discussion.
Prepare briefing materials, background research, and meeting summaries for prospective client, intermediary, and internal growth meetings.
Assist with the coordination of RFPs, pitch materials, and follow-up communications in collaboration with internal stakeholders.
Coordinate meetings and communications with prospective families, advisors, and centers of influence, often involving senior leadership.
Act as a point of coordination across internal teams to support timely responses, consistent messaging, and a cohesive prospect experience.
Support content-led, event-driven, and relationship-based growth initiatives.
Organize and maintain growth-related materials, including presentations, one-pagers, and strategic narratives.
Partner with Marketing and Communications to ensure growth efforts align with Pitcairn's brand, voice, and positioning.
Utilize CRM and related tools to support organization, visibility, and follow-through; this role is not responsible for system administration.
Assist in preparing internal summaries, reporting, and updates related to organic growth activity.
Provide flexible support across the Organic Growth team during periods of peak activity.
Perform other duties as assigned to support the effective operation of the department.
EDUCATION/EXPERIENCE:
Bachelor's degree preferred and minimum 3 years of experience in business development, relationship management, consulting, financial services, or a related professional services environment
Computer literate with strong working knowledge of MS Word, Excel, PowerPoint, Outlook, and SharePoint.
Comfort working with CRM or similar tools to support organization and follow-through; deep technical expertise not required.
Prior exposure to UHNW clients, family offices, or advisory environments desirable
DESIRABLE ATTRIBUTES:
Successful candidates will possess a broad range of skills including:
Strong interpersonal skills and comfort interacting with senior leaders, clients, and external advisors.
A preference for organization, structure, and disciplined follow-through.
Intellectual curiosity and the ability to quickly understand complex client situations.
A proactive, ownership-oriented mindset with the ability to anticipate needs and exceed expectations.
Comfort operating across long, relationship-driven sales cycles and in environments with ambiguity.
Consistency between words and actions.
A working understanding of financial planning concepts, including asset allocation, tax considerations and assessments, and a high-level understanding of basic estate planning structures (e.g., trusts and beneficiary designations), sufficient to engage credibly in growth conversations and support prospective client discussions.
Pitcairn is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent or medical condition. Pitcairn complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.
$34k-51k yearly est. Auto-Apply 13d ago
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Family Wealth Analyst
Pitcairn Company, Pitcairn Financial Group 3.8
Pitcairn Company, Pitcairn Financial Group job in Conshohocken, PA
Pitcairn's innovative Shared Single-Family Officeâ„¢ model provides unparalleled service to wealthy families and other family offices. Since the firm's founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services as well as family education and family governance support.
PRIMARY FUNCTION : Participate as a member of a client segment group to support Relationship Managers in all aspects of the financial planning process for ultra-high net worth client families and single-family office clients.
RESPONSIBILITIES :
Assist Relationship Managers with comprehensive financial planning, including but not limited to:
Financial - Prepare cash flow reports, balance sheets, and net worth statements; analyze the impact of various financial market return assumptions and spending rates on wealth projections.
Investments - Implement and monitor client's asset allocation; perform trading and rebalancing analysis; initiate transactions for mutual funds, ETFs, and separately managed accounts, tax-loss harvesting and portfolio monitoring to meet cash needs.
Tax - Coordinate the collection of income tax information, calculation and payment of taxes, and client requests for tax projections.
Insurance - Examination of insurance needs (life, property & casualty, long-term care, excess liability, etc.) and coordination of implementation with the Family Office Insurance Administrator.
Create reports and other client deliverables. Collaborate with Relationship Managers to generate custom content to meet the needs of complex client families.
Review client fee calculations for accuracy and obtain the necessary approvals for asset specific fee exceptions.
Ensure annual compliance review requirements are met for all accounts.
Perform other duties as assigned for the efficient operation of the department.
EDUCATION/EXPERIENCE :
Bachelor's degree in accounting, finance, economics, or other social sciences field with a minimum of 2 years of experience in a client-focused professional services organization. Excellent computer skills (Microsoft Word, outlook, Excel, Power-Point) and familiarity with financial analysis applications.
CERTIFICATIONS:
N/A - Perfect opportunity for a candidate with the desire to obtain the CERTIFIED FINANCIAL PLANNERâ„¢ (CFP ) designation.
DESIRABLE ATTRIBUTES :
Successful candidates will possess a broad range of skills including:
Strong interpersonal skills with excellent written and verbal communication.
Clear potential to develop business acumen, including strong quantitative/qualitative analytical skills.
Curiosity that lends itself to strategic thinking and creative problem solving.
Self-motivated with a sense of curiosity, urgency, and accountability.
Ability to influence and establish credibility, trust, and confidence with a range of clients/colleagues.
Ability to work both as an individual and as a collaborative member of the team.
$65k-93k yearly est. Auto-Apply 20d ago
Client Manager - US Large Market
American Express 4.8
Annapolis, MD job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio.
Job Responsibilities:
+ Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition.
+ Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives.
+ Maintaining detailed understanding of the customers' business, their organizational goals and objectives.
+ Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities.
+ Interface with various divisions of American Express to develop and implement customized and strategic account plans.
+ Achieve portfolio growth and retention targets.
+ Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders.
+ Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions.
+ Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth.
+ Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients.
+ Identify and develop relationships with decision-makers within client organizations to influence program management and growth.
Qualifications:
+ Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following:
+ Must possess a sense of urgency to drive results.
+ Experience with managing complex and challenging clients.
+ Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio.
+ Demonstrate a deep resilience to drive results and win.
+ Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process.
+ Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth.
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25023616
$89.3k-150.3k yearly 2d ago
Senior Real Estate & Corporate Counsel
JBG Smith 3.5
Bethesda, MD job
A real estate investment company located in Bethesda, Maryland, is seeking a Deputy General Counsel to provide strategic legal counsel and manage a team within the legal department. The ideal candidate will have over 10 years of experience in real estate transactions and a Juris Doctor degree. Compensation ranges from $350,000 to $500,000 annually and includes leading various legal initiatives with a focus on real estate operations.
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$106k-153k yearly est. 3d ago
Director, Technical Program Management - Card Decisioning Platform
Capital One 4.7
Salisbury, MD job
Are you interested in leading programs that deliver on critical business goals and build large scale products & platforms?
About Capital One: At Capital One, we're changing banking for good. We were founded on the belief that no one should be locked out of the financial system. We're dedicated to helping foster a world where everyone has an equal opportunity to prosper.
We're a bank, but we don't think like one. We're always thinking about what's next, about how we can innovate and inspire, and about how we can develop the tools our customers need to improve their financial lives - by leveraging best in class technology. That's where you come in.
About the Team:
Capital One's Decisioning Platform team is at the forefront of enabling the business to manage risk and deliver value across the entire customer lifecycle. We build and maintain real-time, secure, and AI-powered solutions for everything from customer transactions and fraud detection to credit applications across our card, lending, and banking products. Internal customers across the company come to our platform for their decisioning needs and we have high visible, high impactful goals lined up in 2026.
We're looking for a Director of Technical Program Management (TPM) to join our Decisioning Platform team and drive our 2026+ goals. In this high-impact, individual contributor role, you'll be a hands-on leader, driving large-scale, multi-year, and multi lines of businesses modernization initiatives.
You will:
Lead Strategic Initiatives: Take ownership of complex, cross-functional programs, directly defining execution strategies and roadmaps. Your work will be critical to our 2026 goals, including converging legacy decisioning systems onto our new platform.
Partner with Stakeholders: Collaborate closely with technology, product, and business partners to align efforts with Capital One's long-term vision. You will need to be highly influential and strategic to prioritize key initiatives across multiple lines of business.
Provide Technical Leadership: Work with our engineering teams and internal customers to deliver on key initiatives. You'll balance strategic thinking with tactical execution to ensure the success of complex programs.
Build the TPM Discipline: Beyond your program work, you'll help shape the future of the TPM function within our organization. You'll leverage your industry expertise to demonstrate what a great TPM can achieve and help us build a culture of delivery excellence.
You are:
a seasoned technical leader who can navigate ambiguity and drive results.
someone thatthrives in a dynamic environment; and
are ready to providethought leadership that builds engineering and delivery excellence.
If you're passionate about changing banking for good and ready to tackle some of the most challenging technical problems in the industry, we want to hear from you.
Our TPM Directors have:
Strong technical backgrounds (ideally building highly scalable platforms, products, or services) with the ability to proactively identify and mitigate technical risks throughout delivery life-cycle
Exceptional communication and collaboration skills
Excellent problem solving and influencing skills
A quantitative approach to problem solving and a collaborative implementer to holistic solutions; a systems thinker
Experience as a TPM leader to grow the TPM function practices within a large organization
Ability to simplify the technically complex and drive well-educated decisions across product, engineering, design, and data science representatives
Deep focus on execution, follow-through, accountability, and results
Exceptional cross-team collaboration; able to work across different functions, organizations, and reporting boundaries to get the job done.
Highly tuned emotional intelligence, good listener, and deep seated empathy for teams and partners
Basic Qualifications:
Bachelor's degree
At least 7 years of experience managing technical programs
Preferred Qualifications:
Bachelor's degree in a related technical field (Computer Science, Software Engineering)
MBA or Master's Degree in a related technical field (Computer Science, Software Engineering) or equivalent experience
7+years of experience designing and building data-intensive solutions using distributed computing
3+ years of experience in building distributed systems & highly available services using cloud computing services or architecture - preferably using AWS
3+ years experience building highly scalable mobile products & platforms
3+ years of experience with Agile delivery
3+ years years experience delivering large and complex programs - where you own the business or technical vision, collaborate with large cross-functional teams, secure commitments on deliverables and unblock teams to land business impact
3+ years of experience in building systems & solutions within a highly regulated environment
At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer).
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Chicago, IL: $209,500 - $239,100 for Director, Technical Program Management
McLean, VA: $230,400 - $263,000 for Director, Technical Program Management
Richmond, VA: $209,500 - $239,100 for Director, Technical Program Management
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$230.4k-263k yearly 1d ago
Lead Platform Engineer (TAL, CED Management Systems) - Global Payment Network
Capital One 4.7
Salisbury, MD job
Do you love building and pioneering in the technology space? Do you enjoy solving complex technical problems in a fast-paced, collaborative, inclusive, and iterative delivery environment? At Capital One, you'll be part of a big group of makers, breakers, doers and disruptors, who love to solve real problems and meet real customer needs. As a Platform Engineer, you'll have the opportunity to be on the forefront of driving a major transformation within Capital One.
About the Team:The Lead Platform Engineer / Principal Connex Environment Database Engineer holds a pivotal role in the design, implementation, and ongoing maintenance of Connex Environment Database within the HPE NonStop Connex Switch platforms. This position requires a comprehensive mastery of CED management systems, extensive familiarity with HPE NonStop infrastructure, and a deep understanding of Debit Card Transaction processing within the Connex Switch application suite. The incumbent will champion best practices in data integrity, security, and performance optimization, ensuring business continuity across all Connex production and test environments. The candidate will join a team that supports over 400 changes each month which includes vetting change requests coming from partners, keying in the changes to CED, peer review, functional testing, regression and deployment.
General Responsibilities:
Work with product owners to understand desired application capabilities and testing scenarios
Continuously improve software engineering practices
Work within and across Agile teams to design, develop, test, implement and support technical solutions across a full-stack of development tools and technologies
Lead the craftsmanship, availability, resilience and scalability of your solutions
Bring a passion to stay on top of tech trends, experiment with and learn new technologies, participate in internal & external technology communities, and mentor other members of the engineering community
Encourage innovation, implementation of cutting-edge technologies, inclusion, outside-of-the-box thinking, teamwork, self-organization and diversity
Basic Qualifications:
High School Diploma, GED, or equivalent certification
At least 4 years of experience with Connex Environment Database
At least 4 years of experience with HPE NonStop Connex Switch Platform
Preferred Qualifications:
5+ years of experience with AWS
2+ years of experience in Agile practices
At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer).
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Chicago, IL: $149,800 - $171,000 for Lead Platform Engineer
Houston, TX: $149,800 - $171,000 for Lead Platform Engineer
McLean, VA: $164,800 - $188,100 for Lead Platform Engineer
Riverwoods, IL: $149,800 - $171,000 for Lead Platform Engineer
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Career Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available.
Investment Banking Associate - Industrials (Baltimore, MD)
Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our product groups include Equity Capital Markets, Debt Capital Markets and Restructuring and Special Situations Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client - high growth, entrepreneurial, middle market companies.
Job Description
Our Investment Banking department is actively looking for an Associate to join the Industrial & Rental Services Group in our Baltimore office. Associates serve as critical members of the team, working directly with both Senior and Junior Bankers of all levels on pitches and engagements. The Associate will be given significant responsibility in transaction execution.
Responsibilities:
Researching industry sectors
Assessing comparable companies, precedent transactions and potential investors/buyers
Preparing and reviewing complex financial analyses and models
Crafting detailed investment memorandums, presentations and pitches
Coordinating group efforts for pitch and transaction related activity
Presenting materials internally to senior bankers and externally to clients of the firm
Training and mentoring Analysts within the team
Qualifications:
2-4 years' experience in investment banking, industrial and/or rental services experience a plus
Successful candidates must have particularly strong quantitative, writing and interpersonal skills
Elevated attention to detail and consistency in work product
Strong work ethic and team player
Organized and proactive
Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred
FINRA Registrations: Series 63, 79 licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter
We take a very team-oriented approach to investment banking, and therefore, also focus on team chemistry in our hiring process.
Compensation:
This salary range is specific to the City of Baltimore and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $170,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.
Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law.
The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.
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$150k-170k yearly 3d ago
Project Scheduler
Blackrock Resources LLC 4.4
Canonsburg, PA job
We are currently hiring a Project Scheduler for our client in the Canonsburg, PA area.
The Project Scheduler is responsible for developing, maintaining, and analyzing detailed construction schedules to support the successful execution of electrical and multi-trade projects. This role works closely with Project Managers, Superintendents, and MEP trade partners to ensure schedules accurately reflect project scope, sequencing, and resource requirements across Data Center, Healthcare, and Light Industrial projects.
The Project Scheduler will leverage scheduling and planning tools, including Assemble, to support schedule development, model-based planning, and coordination with project teams.
Key Responsibilities
Develop, maintain, and update detailed project schedules from pre-construction through project close-out
Create baseline schedules, short-interval schedules, and look-ahead schedules to support field execution
Utilize Assemble for model-based schedule planning, quantity takeoffs, and integration with project schedules
Collaborate with Project Managers and Superintendents to align schedules with field means and methods
Coordinate schedule activities with general contractors and other MEP trades in a multi-trade environment
Track project progress, identify schedule variances, and analyze impacts to the critical path
Prepare schedule updates, recovery plans, and mitigation strategies as required
Support schedule coordination meetings and clearly communicate schedule changes to stakeholders
Ensure schedules reflect procurement, fabrication, installation, testing, and commissioning activities
Assist with change order evaluations and schedule impact analysis
Maintain accurate scheduling documentation and reporting
Required Qualifications
Bachelor's degree in Construction Management, Engineering, or a related field or equivalent construction scheduling experience
Minimum 3-5 years of construction scheduling experience, preferably in electrical or MEP construction
Experience supporting Data Center, Healthcare, or Light Industrial projects preferred
Proficiency with scheduling software such as Primavera P6 and/or Microsoft Project
Experience using Assemble or similar model-based planning tools
Strong understanding of construction sequencing and multi-trade coordination
Ability to interpret construction drawings, specifications, and BIM models
Strong analytical, organizational, and communication skills
Preferred Qualifications
Experience working for an electrical contractor or MEP subcontractor
Familiarity with BIM-enabled scheduling, The Client planning, and model-based coordination
Experience coordinating schedules with general contractors and owner representatives
Knowledge of procurement planning and long-lead electrical equipment scheduling
Experience supporting fast-track or design-build projects
All interested candidates should send an updated MSWord resume to the email address provided.
$81k-117k yearly est. 4d ago
Chief Executive Officer
Baltimore Community Lending 3.7
Baltimore, MD job
The President & Chief Executive Officer (CEO) is the strategic, operational, and external leader of Baltimore Community Lending, responsible for driving the organization's next era of growth and community impact. The CEO sets a clear vision, safeguards financial strength and portfolio performance, and leads a high-performing team dedicated to mission-aligned lending and equitable development. As the public face of BCL, the CEO will build influential relationships across Baltimore's civic, philanthropic, banking, and policy networks, elevating the organization's visibility and presence. This leader will diversify capitalization, advance innovative lending strategies, and uphold BCL's commitment to equity and inclusive economic opportunity. The CEO will guide the organization through a pivotal phase of scaling-expanding assets, strengthening operations, and ensuring that lending and technical assistance are responsive to community needs. They will model transparency, accountability, and cultural stewardship while positioning BCL as a regional and national leader in community development finance.
Must-Have's
Deep Lending, Credit & Financial Leadership: Brings strong lending, underwriting, and risk-management expertise (banking background ideal; CDFI/CDC preferred). Able to navigate funding headwinds, understand small-business and real-estate lending cycles, and balance financial discipline with mission-aligned lending. Strong capital-raising and funder relationship skills
Community-Centered, Baltimore-Connected Relationship Builder: A visible, personable leader who builds trust quickly and shows up in the community. Ideally familiar with Baltimore's civic, philanthropic, banking, and neighborhood ecosystems; if not, must be able to establish credibility and strong local relationships rapidly
Proven Executive, People & Culture Leader: Experienced in motivating and developing diverse, multigenerational teams. Collaborative, non-top-down manager who strengthens internal operations, improves customer service, builds the next layer of leadership, and supports organization-wide succession planning
Strategic, Growth-Oriented Visionary & Skilled Advocate: Able to guide BCL through economic/political shifts, diversify capital sources, scale responsibly ($100-125M in assets), and extend regional/national presence. Clear communicator who can articulate BCL's value, engage policymakers, support advocacy efforts, and participate in statewide CDFI coalition-building
Strong Mission Alignment & Equity-Driven Leadership: Authentic commitment to BCL's mission with a deep belief in equity, culturally responsive lending, and meaningful engagement with communities of color. Protects mission integrity regardless of political climate; brings fresh energy, creativity, and a modern leadership mindset
National Network & External Visibility: Existing national relationships in the CDFI, community development, or philanthropic sectors that help elevate BCL's profile and open new capital channels. Ability to represent BCL on regional and national stages (OFN, SBA, industry convenings)
For more information, view the full position profile here: ****************************
Who We Are
Baltimore Community Lending, Inc. (BCL) is a mission-driven, certified CDFI serving the Baltimore metro region, providing flexible capital and technical assistance to support community development, small business growth, and equitable neighborhood revitalization.
What We Do
Revitalizing our communities together through
affordable lending products. We are a mission-based certified community development financial institution (CDFI). We lend to small businesses and real estate developers who invest in low-income, low-wealth, and other disinvested communities.
We support commercial real estate developers who are committed to revitalizing underserved neighborhoods
We believe in increasing opportunities for affordable homeownership and rent, which contributes to
neighborhood stabilization
We provide capital to small businesses that face barriers to traditional financing by looking at each entrepreneur's whole story, rather than requiring a specific credit score or assets
Our dedicated team provides comprehensive, ongoing support to startups, emerging, and growing small businesses to help them succeed
$149k-261k yearly est. 1d ago
Software Engineer Intern
Northwest Bank 4.8
Warren, PA job
Software Engineer Intern provides analytical and tier 2 technical support for business applications, creates and maintains documentation related to application support and implementation, and maintains application reliability by working to identify systemic issues through root cause analysis.
ESSENTIAL FUNCTIONS:
* Under direct supervision, support, install, troubleshoot, maintain and manage applications.
* Test, implement, document, and maintain support FAQ's and solutions.
* Triage support incidents and escalates high priority events to the appropriate groups.
* Perform ongoing monitoring and health checks for applications.
* Create automation solutions for support and maintenance tasks and activities.
* Support and maintain applications and solutions using Visual Studio, .NET platform, SQL server, C#, or other equivalent languages/tools
* Support and maintain solutions built on Microsoft SharePoint and Office 365.
* Support and maintain enterprise content management solutions e.g. Fiserv Nautilus.
* Support and maintain web applications using ASP.NET, JavaScript, HTML, CSS and other web technologies.
* Support ETL solutions using SQL Server Integration Services (SSIS), SQL Server and other languages/tools.
* Create and maintain architecture diagrams, design diagrams and data flow diagrams using Microsoft Visio or other equivalent tools.
* Work with internal customers to assess business needs and works with a team to find solutions.
* Create and maintain application documentation.
* Analyze and improve the efficiency of various systems and services.
* Help to define, record and execute application disaster recovery plans and procedures.
* Work closely with tier 1 technical support teams and works as part of the tier 2 support team to ensure team is meeting the business' expectations.
* Follow through to ensure each problem is resolved according to the established SLAs.
* Work collaboratively with business users and other application development groups.
* Complete and develop a working application that will be used by App Dev or NWB.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Preferably a Junior or Senior in college. We are looking for undergraduate students, specifically junior and seniors.
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$40k-51k yearly est. 6d ago
Commercial Loan Closer
Peoples Security Bank & Trust 4.3
Moosic, PA job
If you are looking for a great place to work, and reach your potential, look to Peoples Security Bank & Trust.
We continue to grow and are always looking for the right people to join our team.
#TeamPSBT
Our Commercial Loan Closers are responsible for performing a variety of duties to support the loan documentation and loan processing function for commercial/small business, residential, and consumer loan transactions; coordinating work within the department, as well as with other departments; and responding to inquiries or requests for information. This position will be located in either our Bethlehem, PA location or in our Moosic, PA location.
Essential Duties:
Performs a variety of duties to support the loan documentation and loan processing function as follows:
Verifies all loan information pertaining to small business and commercial lending in preparation for final loan documentation for closing.
Verifies loan approvals to loan policies.
Reviews loan applications to verify that application data is complete and meets establishment standards, including full execution by all parties and Bank.
Reviews document preparation folders for completeness and accuracy
Informs Lenders and administrative support of missing information, documentation and discrepancies.
Verifies loan to values as appropriate to the transaction at hand and for reporting accuracy.
Completes and/or follows up on any additional records with regard to the processed loans
Prepares and reviews commercial modification documentation as needed including calculation of adjusted payments.
Obtains additional needed information through a variety of methods in order to ensure that the proper preliminary documentation has been obtained prior to the preparation of final loan documentation, i.e. articles of incorporation, business agreements, certificate of good standing, appraisals, automated underwriting findings, investment account statements, etc.
Performs review of attorney-prepared loan documentation for accuracy and informs Lenders of necessary changes, as needed.
Performs secondary review of loan documentation of other loan closers prior to distribution of loan documents including review of attorney-prepared loan documentation.
Generates and distributes loan documentation for closings to Lenders and administrative support; reviews HUD Settlements statements and verifies accuracy and funds to close.
Reviews executed loan documentation to ensure that the proper signatures have been obtained after closing including loans where documentation has been prepared by outside counsel; ensures all the proper documents are included in the final loan files and completes the organization of the permanent loan documentation file.
Provides support to post-closing loan processor, when necessary, with regards to tracking and preparation of the loan file for imaging and filing
Processes withdrawn, approved not accepted and declined commercial loans as needed for HMDA reporting purposes including generating Adverse Action Notice for loans declined due to poor credit history
Ancillary Duties:
Perform tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
Benefits Offered to Peoples Security Bank Employees
**Our College Tuition Reimbursement Benefit can help you achieve your long-term career and educational goals**
Medical Plans
Dental Plan
Vision Plan
Life Insurance
Disability Insurance
401(K) Plan
Paid Time Off
Paid Holidays
Paid Volunteer Time Off
Employee Assistance Program
Banking Classes
Internal Advancement Opportunities
Company Overview
Community has and always will be our purpose. We were founded on the principle to be a bank that people can trust. We would not be where we are today without the dedication that our employees have had since we first opened our doors. Our values still hold true to this day and we are making strides to continue to grow with our amazing team.
We believe that operating with a core set of values will be integral to the success of Peoples Security Bank & Trust for our employees, customers, shareholders and communities.
PEOPLE | Working together for a common good by engaging our customers and communities.
SERVICE | Consistently deliver a safe, reliable and positive banking experience for our customers.
BETTER | A commitment to excellence in every interaction.
TRUST | Integrity, accountability, guidance, and support form the foundation for every customer engagement.
We believe our team is what makes our organization successful. Hearing their stories show a path of growth and enrichment in their careers. Every single team member truly makes a difference within our company and we're grateful for each employee who chooses to work with us.
Peoples Security Bank and Trust Company is an Equal Opportunity Employer
Requirements:
Education/Training: A high school diploma or equivalent required.
Skill(s): Must demonstrate strong communication skills; moderate interpersonal relations skills; proficient PC skills, including Microsoft Word and Excel; working knowledge of loan documentation and requirements for completion. Knowledge of documentation software (LaserPro) a plus.
Experience: A minimum of 2 years' experience in a related position normally required.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer.
$34k-38k yearly est. 5d ago
Investment Consultant- Bethesda, MD
Charles Schwab 4.8
Bethesda, MD job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Certified Financial Planner (CFP) certification is preferred
Minimum of two years of experience in the financial services industry (required)
Financial business development experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$64k-116k yearly est. 1d ago
Director, Sales Marketing - Remote
NFP Corp 4.3
Remote or Bethesda, MD job
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ********************
Summary:
As director of Sales Marketing, this role will be dedicated to driving marketing initiatives for NFP's sales organization in North America. The primary focus of this role is to develop the marketing component of go-to-market strategies, drive large-scale sales initiatives across the company, and lead our portfolio of sales marketing campaigns including the oversight of impact reporting.
Working across our marketing team, this role will help facilitate the development of external revenue-driving campaigns and activities, as well as internal education for our sales force. In addition, you will support collaborate with our Chief Sales Officer, corporate development, sales enablement and sales operations teams. This role is critical in connecting our sales and marketing teams, and thus it is important that they have a strong understanding of both the marketing and sales process.
Essential Duties and Responsibilities:
Lead role responsible for supporting, collaborating and driving sales marketing initiatives for our sales organization in the US and Canada.
Key point of contact for Sales Operations team, including the CSO, distribution, sales enablement, producer recruiting and corporate development teams.
Strategic owner of sales marketing campaigns, including:
Oversee and track full portfolio of campaigns and ongoing measurement of impact.
Go to market strategy development
Lead discussions with core team to identify target audience, market, value prop, and making a recommendation on marketing approach
Identify KPIs
Collaboration with brand and digital marketing for the development of campaign assets and deliverables.
Sales marketing analytics ownership, providing ongoing reporting back to marketing and sales leadership, in collaboration with the head of digital, brand and SEM
Advise marketing managers across the team on optimal go to market strategy and how best to enable their marketing initiatives for sales teams.
Partner with field marketing leader on regional sales marketing initiatives, campaigns and opportunities to broaden/nationalize across regions.
Lead the marketing plan for joint sales initiatives between NFP Aon, Connected Value.
Collaborate with Sales Enablement on the creation of templated sales outreach, Sales Enablement kits, and ways to optimize producer marketing.
Support of the sales and marketing tech stack, and how to optimize usage of tools
Support integrated sales campaigns partnering with corporate development teams.
Parter with sales enablement to establish, maintain and audit the lead handoff process from NFP.com and other campaigns.
Manage and coach the sales marketing manager, who will report directly into this role.
Knowledge, Skills, and/or Abilities:
Understanding of the sales process and stages of the buyer's journey.
Marketing plan/strategy/timeline development
Previous Experience with These Tools or Similar Equivalent:
Salesforce CRM
Pardot - Marketing Automation Platform
SalesLoft - Sales Engagement Platform
LinkedIn Sales Navigator
Event Marketing Management
Industry Sponsorship Marketing Management
Understands marketing project management process, workflow, and routing between client, brand and stages of creative production.
Excellent oral and written communication skills
Excellent working knowledge of Microsoft Excel, Word, Outlook, and PowerPoint
Education and/or Experience:
A Bachelor's degree in marketing, journalism, or related field
8-10+ years of marketing experience
Certificates, Licenses, Registration:
N/A
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $90,000 to $126,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
#J-18808-Ljbffr
$90k-126k yearly 2d ago
Part-Time Teller, LaVale
Dollar Bank, FSB 4.1
Cumberland, MD job
The Teller serves as a key team member, dedicated to providing exceptional customer service and fostering a welcoming banking experience. As the first point of contact, this position is responsible for engaging with customers, building strong relationships, and providing personalized assistance. Key responsibilities include processing various financial transactions, such as deposits, withdrawals, and loan payments, for both retail and business accounts. The Teller is also equipped with the necessary training and resources to identify opportunities for referrals, helping customers discover additional banking solutions that meet their needs.
Qualifications:
* High school diploma or GED required.
* Ability to travel as needed to training.
Principal Activities and Duties:
* Process transactions through the teller equipment on all retail and corporate accounts, including, but not limited to, deposits, withdrawals, transfers, loan payments, and cash advances.
* Meet established referral goals.
* Maintain cash flow and security drawers, terminals, and other valuables.
* Manage a teller window while maintaining an acceptable balancing record.
* Multitasking skills to quickly shift from transaction to transaction.
* Arithmetic skills to count money accurately.
* Computer literacy to access account information and process transactions.
* Develop a thorough knowledge of Bank products and guidelines by attending the required classes.
* Process transactions in an accurate and efficient manner while providing quality customer service.
* Maintain a professional appearance and always conduct yourself in a professional manner.
* Maintain the highest level of professional integrity and ethics.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Pay: $16-$17/per hour
$16-17 hourly 5d ago
Mortgage Loan Underwriter
Peoples Security Bank & Trust 4.3
Bethlehem, PA job
If you are looking for a great place to work, and reach your potential, look to Peoples Security Bank & Trust.
We continue to grow and are always looking for the right people to join our team.
#TeamPSBT
Our Mortgage Loan Underwriters are responsible for performing administrative and underwriting duties to support the mortgage loan function; acquiring intricate knowledge of underwriting and selling guidelines, especially those associated with the secondary market; achieving goals as established in the Bank's business objectives; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for the mortgage loan function; communicating with appropriate personnel; maintaining appropriate records and providing assigned reports.
Essential Duties:
Performs administrative and underwriting duties to support the mortgage loan function of which the following are illustrative:
Assists with pre-qualification underwriting and loan structuring.
Performs of due diligence and underwriting once loans are under application.
Verifies and reviews financial loan documents.
Assesses borrower(s) credit worthiness.
Processes and issues all required disclosures.
Communicates changes in loan terms as necessary.
Prepares recommendations for credit review committee or loan originators.
Reviews loan documents for completeness.
Assembles loan documents in loan file, including acceptance or denial and returns file to origination mortgage loan office.
Notifies all required personnel of disposition of underwriting results.
Performs credit analysis and approves mortgage loans within established lending authority.
Maintains knowledge of FHA, VA, and USDA lending guidelines.
Perform Administrative Compliance Reviews of subject property appraisals for completeness, accuracy, adequacy and validity in accordance with financial institution policy
Maintains intricate knowledge of underwriting and selling guidelines, especially those associated with the secondary market.
Ancillary Duties:
Perform tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
Benefits Offered to Peoples Security Bank Employees
**Our College Tuition Reimbursement Benefit can help you achieve your long-term career and educational goals**
Medical Plans
Dental Plan
Vision Plan
Life Insurance
Disability Insurance
401(K) Plan
Paid Time Off
Paid Holidays
Paid Volunteer Time Off
Employee Assistance Program
Banking Classes
Internal Advancement Opportunities
Company Overview
Community has and always will be our purpose. We were founded on the principle to be a bank that people can trust. We would not be where we are today without the dedication that our employees have had since we first opened our doors. Our values still hold true to this day, and we are making strides to continue to grow with our amazing team.
We believe that operating with a core set of values will be integral to the success of Peoples Security Bank & Trust for our employees, customers, shareholders and communities.
PEOPLE | Working together for a common good by engaging our customers and communities.
SERVICE | Consistently deliver a safe, reliable and positive banking experience for our customers.
BETTER | A commitment to excellence in every interaction.
TRUST | Integrity, accountability, guidance, and support form the foundation for every customer engagement.
We believe our team is what makes our organization successful. Hearing their stories show a path of growth and enrichment in their careers. Every single team member truly makes a difference within our company and we're grateful for each employee who chooses to work with us.
Peoples Security Bank and Trust Company is an Equal Opportunity Employer
Requirements:
Education/Training: Associate degree or equivalent knowledge normally required; specialized bank education/training related to mortgage lending.
Experience: A minimum of 5 years' related experience normally required.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer.
In this role, you will work to improve connections between our business and our data by defining and championing holistic data architecture plans and roadmaps across Finance Tech. You will own data architectural design, lead strategic data planning and decisions, orchestrate data standardization and governance, and drive collaboration and influence across the data ecosystem.
Primary Responsibilities:
Lead solutions architecture design for multi-platform/cross-platform solutions
Leading Trade-off and impact analysis work for hard to change technical decisions, and manage technical conflict
Demonstrate thought leadership and strategy in partnership with delivery and product partners
Explain and represent solutions in the Architecture Review Boards, and various product, platform and architecture discussions
Presenting work products and strategies to product managers, technology leadership across Capital One
Function as a primary architecture point of contact for other architecture teams & and delivery teams for solutions and systems
Continuously learn as technology needs evolve
The successful candidate will:
Effectively communicate and build relationships to interact, inform, influence and communicate with key stakeholders at all levels across the company
Exhibit mastery of facilitation and influence across teams, departments and divisions
Enjoy the camaraderie, debates, and leaning that comes from working with a team of passionate technologists
See the impact of near term and long term choices, and are great at explaining it
Possess excellent organizational skills and ability to multitask, while quickly shifting context and priorities
Have a proven track record for leading and enabling technology, architecture and software engineering activities at enterprise scale
Be self-motivated and display an unwavering responsibility to deliver high quality results and commitments
Possess a keen attention to detail and a passion for Architecture, Software Engineering, Technology and Customer Experience
Have an intellectual curiosity and interest to maintain and acquire new business, technology and architecture skills
Basic Qualifications:
Bachelor's Degree
At least 4 years of experience in Software Engineering and Systems Architecture or Technology Solution design
At least 2 years of experience creating solutions architectures in a public cloud (AWS, Microsoft Azure, Google Cloud)
Preferred Qualifications:
Master's Degree in Computer Science, Engineering or Information Technology
5+ years of experience in software engineering
3+ years of experience as a Solutions Architect in large/complex organizations
6+ years of experience architecting, designing, and/or delivering delivering scalable and decoupled systems in a heavily regulated technology environment
2+ years of experience working with internal and external business clients
2+ years of experience with AWS concepts and implementations
Experience to engaging, influencing and driving initiatives by partnering with technology executives
Experience mentoring software engineers or architects
Experience in a regulated environment (HIPAA, PCI, Privacy, etc)
Ability to communicate at all levels in the organizations with required technical depth and breadth
AWS or equivalent certifications (Cloud Practitioner, Solution Architect-Associate, GCP or Azure)
At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer).
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Cambridge, MA: $193,400 - $220,700 for Manager, Solution Architecture
McLean, VA: $193,400 - $220,700 for Manager, Solution Architecture
Richmond, VA: $175,800 - $200,700 for Manager, Solution Architecture
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$193.4k-220.7k yearly 1d ago
Financial Accountant
Pitcairn Trust Company, LLC 3.8
Pitcairn Trust Company, LLC job in Conshohocken, PA
Pitcairn's innovative Shared Single-Family Officeâ„¢ model provides unparalleled service to wealthy families and other family offices. Since the firm's founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services, as well as family education and family governance support.
Position Overview
The Financial Accountant will primarily support revenue-related accounting and reporting activities across our client base. This role emphasizes accuracy in billing, revenue recognition, and client reporting while ensuring a seamless experience for families and advisors. The ideal candidate is detail-oriented, highly organized, and committed to maintaining the highest standards of professionalism and confidentiality.
Key Responsibilities
Prepare and process client billing, fee calculations, and revenue recognition in accordance with firm policies.
Monitor and reconcile client accounts to ensure the timely collection of fees and the accuracy of payments.
Support the preparation of revenue and financial performance reports for internal leadership and external clients.
Partner with client service teams to review billing arrangements and ensure alignment with client agreements.
Track and analyze revenue trends to support forecasting, budgeting, and decision-making.
Assist with the preparation of client-level financial reporting packages.
Maintain detailed records of billing adjustments, credits, and other revenue-related transactions.
Collaborate with tax and finance teams to ensure accurate reporting and compliance.
Contribute to process improvements in revenue management, billing, and reporting workflows.
Qualifications
Bachelor's degree in Accounting, Finance, or related field required.
1-3 years of accounting, billing, or revenue operations experience; family office, wealth management, or professional services background preferred.
Strong Excel skills; experience with accounting or billing systems (e.g., QuickBooks, Sage Intacct, Addepar, or similar) is a plus.
Strong understanding of revenue recognition principles and client billing practices.
Excellent organizational skills with the ability to manage multiple deadlines.
Strong communication skills with a client-service orientation.
High level of discretion and professionalism in handling sensitive information.
What We Offer
Exposure to unique revenue structures and client arrangements within a multi-family office setting.
A collaborative environment with opportunities for career development.
Competitive compensation and benefits.
The opportunity to contribute to meaningful work supporting the financial well-being of families.
Pitcairn is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent or medical condition. Pitcairn complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.
$53k-71k yearly est. Auto-Apply 31d ago
Digital Product Manager - Salesforce Practice (REMOTE--VA, NC, MD, PA, GA)
Atlantic Union Bank 4.3
Waldorf, MD job
The Digital Product Manager will lead a team of direct and cross-functional resources across multiple business, IT, and operational teams. This is a critical and highly visible role requiring significant stakeholder influence and relationship management both internally (Line of Business Leadership, Marketing and Technology Senior Leaders and other functional experts) and externally (Strategic Partners, Vendors, and leading technology companies). This individual will lead a team of Digital Product Owners and Business Analysts in execution of Atlantic Union's Digital Strategy.
Position Accountabilities
Lead team of product managers responsible for the following:
Assist each Line of Business in creating and implementing digital visions, strategies and roadmaps that address the business needs and future growth
Assess digital platforms in the external marketplace and make recommendations for potential partnerships
Identify opportunities to leverage digital techniques for greatest strategic impact and defining the priority capabilities required to succeed
Develop the business cases and business requirements for digital opportunities and drive to execution
Lead multi-disciplinary teams to shape and implement digital strategies, programs, and initiatives
Bring the voice of the customer/client and the voice of the advisor/employee into our product features, ensuring that features delivered are aligned with the intended business outcomes, and align work with our target architecture road map
Develop and manage goals and key performance indicators
Partner with Marketing for acquisition support, product positioning, promotion of digital products and services and onboarding activities
Understand all aspects of the internal and external environment including customer met/unmet digital needs through research efforts, in-depth understanding of voice of the customer, industry trends, vendor/platform capabilities and best practices for servicing the digital needs of our customers
Continuously assesses competitive moves and monitors performance against objectives.
Present data, strategies and recommendations to senior management to build buy-in to strategic recommendations
Prioritize product requirements and coordinate release plans with IT and key constituents.
Serve as primary business point of contact for implementation activities and work closely across with key constituents to meet scheduled milestones
Guide and direct complex projects, identify key stakeholders and gain participation.
Lead team of analysts responsible for the following:
Document business requirements and translate into technical requirements to guide the implementation of new features, systems, and enhancements.
Meet with decision makers, systems owners, and end users to help identify business, financial, and operations requirements and systems goals.
Serve as the technical focal point for the business in the presentation of the new system/application to Atlantic Union's Application and Architecture Review Board.
Lead design sessions in prototyping new system or functionality for the purpose of enhancing business processes, operations, and information process flow.
Develop and maintain design documentation working across the organization for documenting integration points between systems.
Improve systems by studying current practices and designing modifications.
Recommend controls by identifying problems and opportunities; controls to include system access and configuration management.
Review and analyze the effectiveness and efficiency of existing systems and develop strategies for improving or further leveraging these systems.
Act as liaison to IT and Operations teams for managing change/release management efforts and troubleshooting system and end user issues
Coordinate and perform in-depth tests, including end-user reviews, for modified and new systems, and other post-implementation support.
Organizational Relationship
Reports to Head of Digital Strategy
Position Qualifications
Education & Experience
Bachelor's Degree required
10+ years of financial services experience
5+ years of experience in the digital space
Experience as a people manager
Knowledge & Skills
Excellent verbal, writing and presentation skills
Program management and leadership experience
Strong PowerPoint and Excel skills to assemble & lead executive presentations
Demonstrated experience developing and executing against a strategic plan
Proven ability to develop product roadmaps, define requirements and lead implementation efforts successfully.
Demonstrated interpersonal and management skills; ability to work well as part of a cross-functional team and lead across the organization at multiple levels
Ability to influence diverse, cross functional team to success without direct authority over the team
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.
Equal Opportunity Employer
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.
$96k-136k yearly est. 5d ago
Lead Platform Engineer (TAL, CED Management Systems) - Global Payment Network
Capital One 4.7
York, PA job
Do you love building and pioneering in the technology space? Do you enjoy solving complex technical problems in a fast-paced, collaborative, inclusive, and iterative delivery environment? At Capital One, you'll be part of a big group of makers, breakers, doers and disruptors, who love to solve real problems and meet real customer needs. As a Platform Engineer, you'll have the opportunity to be on the forefront of driving a major transformation within Capital One.
About the Team:The Lead Platform Engineer / Principal Connex Environment Database Engineer holds a pivotal role in the design, implementation, and ongoing maintenance of Connex Environment Database within the HPE NonStop Connex Switch platforms. This position requires a comprehensive mastery of CED management systems, extensive familiarity with HPE NonStop infrastructure, and a deep understanding of Debit Card Transaction processing within the Connex Switch application suite. The incumbent will champion best practices in data integrity, security, and performance optimization, ensuring business continuity across all Connex production and test environments. The candidate will join a team that supports over 400 changes each month which includes vetting change requests coming from partners, keying in the changes to CED, peer review, functional testing, regression and deployment.
General Responsibilities:
Work with product owners to understand desired application capabilities and testing scenarios
Continuously improve software engineering practices
Work within and across Agile teams to design, develop, test, implement and support technical solutions across a full-stack of development tools and technologies
Lead the craftsmanship, availability, resilience and scalability of your solutions
Bring a passion to stay on top of tech trends, experiment with and learn new technologies, participate in internal & external technology communities, and mentor other members of the engineering community
Encourage innovation, implementation of cutting-edge technologies, inclusion, outside-of-the-box thinking, teamwork, self-organization and diversity
Basic Qualifications:
High School Diploma, GED, or equivalent certification
At least 4 years of experience with Connex Environment Database
At least 4 years of experience with HPE NonStop Connex Switch Platform
Preferred Qualifications:
5+ years of experience with AWS
2+ years of experience in Agile practices
At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer).
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Chicago, IL: $149,800 - $171,000 for Lead Platform Engineer
Houston, TX: $149,800 - $171,000 for Lead Platform Engineer
McLean, VA: $164,800 - $188,100 for Lead Platform Engineer
Riverwoods, IL: $149,800 - $171,000 for Lead Platform Engineer
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$164.8k-188.1k yearly 1d ago
Mortgage Loan Sales
First National Bank of Pennsylvania 3.7
Berwyn, PA job
Primary Office Location:30 Isabella Street. Pittsburgh, Pennsylvania. 15212.Join our team. Make a difference - for us and for your future.
Mortgage Banking Consultant
Business Unit: Mortgage Administration
Reports to: Varies based on assignment
Position Overview:
This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals.
Primary Responsibilities:
Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals.
Counsels customers on lending options and solutions to meet their needs.
Supports and facilitates key banking partnerships.
Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations.
Provides feedback to management on process efficiencies, relationship processing performance, and overall customer experience for relationship processing partner. Assists with recruiting and hiring of support team members as needed.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Ability to use general office equipment
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Basic Level
MS PowerPoint - Basic Level
BS or BA degree preferred.
Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
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Pitcairn may also be known as or be related to Pitcairn, Pitcairn Financial Group Inc, Pitcairn Group L P and Pitcairn Trust Co.