PKF O'Connor Davies jobs in Newburgh, NY - 9370 jobs
AVP, Acquisition Fraud Strategy and Model Monitoring
Synchrony Financial 4.4
New York, NY job
Role Summary/Purpose: The AVP, Acquisition Fraud Strategy and Model Monitoring, is a multi-functional role within credit fraud acquisitions strategy team. The primary responsibilities include overseeing the performance of fraud models and conducting in-depth data analytics to identify underlying model performance issues and developing action plans for deteriorating models. The role will work closely with the Acquisition Fraud Strategy Model Developers as well as the Credit Strategy Validation team to create remediation plans when models used in Credit strategies are not performing as expected. Additional responsibilities include supporting the evaluation of new fraud models, fraud and technology tools, coordinating model roll-outs with the strategy team, as well as developing enhanced ongoing monitoring reporting. The AVP, Acquisition Fraud Strategy and Model Monitoring will report to the VP, Acquisition Fraud Strategy.
Our Way of Working
We're proud to offer you choice and flexibility. At Synchrony, our way of working allows you to have the option to work from home near one of our Hubs or come into one of our offices. Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events.
Essential Responsibilities:
Conduct deep dives and root cause analysis on deteriorating models to identify underlying issues
Develop tactical and strategic actions plans to address model performance issues
Author narratives for on-going model monitoring executive summaries explaining technical concepts in easily understood language
Develop thorough and detailed documentation to support the strategy team's model development process to ensure consistency, transparency, and alignment with organizational goals
Develop enhanced reporting to support fraud model performance monitoring
Work cross functionally with fraud strategy leads to support their analytics of fraud strategies and models
Work closely with implementation team to ensure that Acquisition Fraud Strategic goals are met and remove obstacles to meet those goals
Perform model implementation validations and ensure strategies have the use of the best available tools and scores
Support evaluating new fraud models and tools that can be leveraged in acquisitions, payments, and merchant underwriting
Assist fraud strategy leads in the development of fraud strategies and analytics when time permits
Partner with advanced modeling teams to drive targeting/treatment solutions that meet business objectives
Collaborate with 2nd / 3rd line to ensure strong governance, safety & soundness of strategies. Fully support regulatory requests, internal reviews, audits and business continuity planning
Partner with portfolio credit managers and client teams to launch new initiatives, communicate changes in a timely & effective manner, and ensure strategies are driving the desired P&L impacts
Partner with compliance, legal, fair lending and audit as required
Perform ad hoc analytics, validations, and remediations as required
Perform other duties and/or special projects as assigned.
Qualifications/Requirements:
Bachelor's degree and 5+ years of experience building analytically derived strategies within Credit, Marketing, Risk or Collections in Financial services, or in lieu of a Bachelor's degree, 9+ years of experience building analytically derived strategies in Marketing, Risk or Collections in Financial services.
3+ years of experience working with statistical tools such as SAS, Python, Tableau.
Expert level proficiency with Excel
3+ years of experience in retail, business, installment loans, or private label credit.
Excellent temperament and ability to work through uncertainty, collaborate respectfully across functions & teams, and find solutions to issues
Ability and flexibility to travel for business as required
Desired Characteristics:
Experience operating at a strategic level as part of a cross functional team
Use of advanced technical & analytical competencies in driving effective strategic goals within a significant functional area
Strong understanding of the consumer credit lending lifecycle and card programs
Strong understanding of fraud models and their usage with fraud strategies
Strong understanding of model evaluation metrics such as precision, recall, F1
Familiarity with modeling approaches such as logistic regression and tree ensembles
Understanding of the Lines of Defense (2nd Line Strategy Validation and 3rd Line Internal Audit)
Excellent oral and written communication skills with impact and influence
Ability to multi-task and perform in a fast-paced environment
Experience working alongside and in unison with off-shore teams
Demonstrated ability to manage multiple projects, organize work flow and timelines
Master's Degree or MBA with advanced analytic focus, or equivalent advanced degree
Grade/Level: 11
The salary range for this position is 115,000.00 - 200,000.00 USD Annual and is eligible for an annual bonus based on individual and company performance.
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.
Salaries are adjusted according to market in CA, NY Metro and Seattle.
Eligibility Requirements:
You must be 18 years or older
You must have a high school diploma or equivalent
You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).
Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Our Commitment:
When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.
This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all.
Reasonable Accommodation Notice:
Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time
Job Family Group:
Credit
$127k-160k yearly est. 1d ago
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Private Equity Fund Admin Associate - NAV & Reporting
Jpmorgan Chase & Co 4.8
New York, NY job
A leading financial institution is seeking a Private Equity Fund Admin Associate to manage daily client deliverables for Private Equity fund administration. The role encompasses maintaining books and records, calculating management fees, and overseeing capital events. Candidates should have a CA/CPA qualification, 4+ years of experience in fund administration, and proficiency in accounting for complex transactions. Strong communication and team collaboration skills are essential for managing client expectations and resolving issues effectively.
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$101k-135k yearly est. 4d ago
Senior Manager-Client Management
American Express 4.8
New York, NY 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.
The Global Client Group (GCG) sits within Global Merchant and Network Services (GMNS) and serves American Express' largest and most complex global merchants, across retail, online and travel-related industries. Our vision is to be the indispensable partner of choice for our merchant customers to facilitate global commerce. Our mission is to drive business growth and deliver superior business and financial results through delivering premium value, excellence in service, and increased customer engagement through innovative solutions.
As a Senior Client Manager in GCG, reporting to the Vice President, Global Client Group Online, you will be responsible for managing a portfolio of strategic online partners across technology, digital advertising, business services as well as developing a global strategy and account initiatives to drive growth with this dynamic set of clients. This is an excellent opportunity for a self-motivated individual who is interested in further developing general management and business development skill sets while working with some of the world's leading companies in an environment where innovation and new thinking is highly valued and encouraged.
**Key Responsibilities:**
* Develop a deep understanding of client business models, strategy and priorities and manage the end-to-end global client relationship, as well as developing holistic strategies which deepen American Express' profitability, relevance, and engagement with these strategic clients.
* Drive & expand charge volume globally in new regions/channels and uncover business transformational opportunities that deliver against mutual objectives.
* Collaborate with a broad range of key business partners such as Pricing, Finance, Risk, Legal and Operations across American Express, to create profitable deal constructs, value levers and pricing scenarios for use in Card Acceptance & related contract negotiations.
* Partner with global payments consulting and servicing teams to proactively resolve operational challenges.
* Identify opportunities to drive tangible merchant value leveraging Enterprise capabilities.
* Create global account plans; including partnering with international client managers to develop regional specific strategies that drive mutually beneficial results.
* Open doors to C-suite and key decision makers establishing value of American Express acceptance and creating buy-in on business building opportunities.
**Minimum Qualifications:**
* Experience in client management required - expertise in payments and B2B experience a plus
* Strong executive presence with a track record in developing relationships at all levels to sell-in transformational initiatives
* Excellent influencing and collaboration skills, internally and externally
* Strong strategic thinking, analytical and problem resolution skills
* Proven ability to drive results in a highly complex and dynamic external marketplace
* Experience negotiating client agreements and contracts
* Demonstrated project management skills and the ability to seamlessly multi-task and reprioritize
* Ability to develop and implement creative solutions to marketing, financial, operational, and other business problems
* Team player who enjoys working in a fun, smart, fast-paced, and dynamic environment
* Excellent oral/written communication and presentation skills a must
* Thrives in an ambiguous environment and quickly changing external marketplace
* Bachelor's degree required
* Candidate must reside in or be willing to relocate to the Greater NYC Metro area
**Qualifications**
Salary Range: $103,750.00 to $174,750.00 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:** US-New York-New York
**Schedule** Full-time
**Req ID:** 26000504
$103.8k-174.8k yearly 3d ago
Financial Partner/Universal Associate
Heritage Financial Credit Union 4.4
Wappingers Falls, NY job
Join a Purpose-Driven Team at Heritage Financial Credit Union
Where Integrity, Excellence, Teamwork, and Community Matter!
Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do.
We believe in:
Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
Excellence: We strive to provide our members with the best possible service.
Teamwork: We believe that we can achieve more together than we can alone.
Respect: We treat each other with dignity and respect.
Community: We are committed to giving back to the communities we serve.
If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy.
Rate of Pay: $20 - $23 per hour depending on experience
POSITION PURPOSE
As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer.
Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager
Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures
Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations
Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union
Engage in conversations with business members about available commercial loan products and their structures
Identify lending opportunities through discussions with business members while opening accounts.
Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach.
Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services.
Recommend improvements to workflows, efficiency, and quality of service.
Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources
Submit thorough referrals to the Commercial Loan Department
Understand the documentation required for initiating a commercial loan application
Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources
Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality
Meet or exceed established performance goals
Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services.
Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures
Performing account and loan intake and funding
Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads
Effectively perform Lobby Engagement and First Impression Opening daily
Ability to open and close the branch as assigned by branch management
Requirements:
EDUCATION/CERTIFICATION:
High School Diploma or equivalent required; Bachelor's degree preferred.
NMLS License required. A Notary License is required or must be obtained within 9 months of hire.
REQUIRED KNOWLEDGE:
Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate.
This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance
EXPERIENCE REQUIRED:
4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement.
SKILLS/ABILITIES:
Critical thinker with the ability to creatively solve problems and develop business plans.
Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers.
Effective communication with team members and peers to foster a supportive and collaborative network.
Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members.
Needs-based selling with exception product knowledge.
Microsoft Office Software.
$20-23 hourly 1d ago
Senior Private Tax Strategy Leader
Price Waterhouse Coopers 4.5
Melville, NY job
A prestigious consulting firm in New York seeks a Senior Manager for tax advisory services. In this role, you will lead significant projects, interact with senior-level clients, and drive innovative processes while mentoring top-performing teams. Candidates should hold a Bachelor's in Accounting, possess Japanese language skills, and have substantial experience in tax. A competitive salary range of $124,000 - $335,000 plus bonus eligibility is offered.
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$112k-151k yearly est. 3d ago
Tax Director: Private Equity & International Tax
Gen II 4.5
New York, NY job
A leading private equity fund administrator is seeking experienced Tax Directors in New York City. The successful candidate will oversee tax compliance for multiple clients, ensuring accurate tax compliance and team leadership. This role requires a minimum of a Bachelor's degree in accounting and substantial experience in U.S. partnership taxation. Competitive salary range is between $160,000 and $180,000, commensurate with experience. The company offers a hybrid work model, with two days in-office and three days remote.
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$160k-180k yearly 2d ago
Network and Security Engineer - VP
Natixis Corporate & Investment Banking 4.9
New York, NY job
Natixis CIB is seeking a dynamic and experienced Vice President of Network Security to lead and enhance our network security infrastructure across the AMER region. This strategic leadership role requires a deep technical understanding of network security and the ability to drive initiatives that protect our systems while mentoring a talented engineering team.
The job responsibilities include, but are not limited, to the following:
Infrastructure Oversight: Lead the design and administration of Natixis CIB AMER's network security infrastructure, focusing on critical components including DNS, F5 Load Balancers, Fortinet and Palo Alto firewalls, VPNs, proxies, Remote Access and DMZ connectivity.
Technology Initiatives: Drive technology projects aimed at enhancing cybersecurity and improving network performance in alignment with organizational goals.
Continuous Monitoring: Ensure optimal network performance through continuous monitoring, dashboard creation, promptly addressing any security incidents.
Documentation Management: Maintain comprehensive documentation, including network security asset inventories, diagrams, procedures and vendor contacts, to support operational efficiency and facilitate effective communication.
Cross-Department Collaboration: Collaborate with infrastructure teams to resolve network-related challenges and ensure seamless operations across departments.
Audit and Security Coordination: Work closely with audit and IT Security teams in both AMER and BPCE-IT to provide necessary documentation and implement remediation plans as required.
Staff Mentorship and Training: Mentor and train junior engineering staff, fostering a culture of growth and skill development within the network team.
Vulnerability Assessments: Conduct vulnerability assessments and manage patching processes to effectively mitigate and report security risks across the AMER region.
Security Reporting: Develop and deliver regular security reports to Leadership, highlighting key metrics, incidents, and trends to inform strategic decision-making.
LOD1 Security Management: Manage Line of Defense 1 (LOD1) network security controls and request as specified by the IT Risk Department.
Strategy Alignment: Coordinate with AMER and Head Office IT Security teams to assure alignment on security strategies and policies.
Tool Proficiency: Profiecent knowledge of security tools such as SIEM, Splunk, Centreon and Qualys for effective monitoring and incident response.
Bachelor's degree in computer science, Information Technology, Cybersecurity, or a related field; Master's preferred.
6+ years of hands-on experience in network security management, preferably within the financial services industry.
Extensive experience managing Cisco Firepower, Fortinet and Palo Alto firewalls, including DMZ design implementation.
Relevant certifications such as Fortinet NSE 4/5, Palo Alto Networks Certified Network Security Engineer (PCNSE), Cisco CCNP Enterprise and CCNP Security is a plus. Highly desirable CISSP, CISM.
Strong project management and leadership experience.
Excellent communication and problem-solving skills, with a focus on collaboration and teamwork.
Extensive understanding of network technologies - L2, L3, VXLAN, BGP, LAN/WAN/VPN
Extensive understanding of security technologies such as firewall, load balancing, proxy, authentication methods
Strong knowledge of DNS/DHCPWSG (Web Security Gateways), Proxy-pac scripting
Troubleshooting knowledge of network and security systems with minimal guidance is required.
OSI Layer 4 and Layer 7 protocol analysis and troubleshooting experience is required.
Excellent oral and written communication and documentation skills are essential.
Ideal candidate must have a strong understanding of Zero Trust Architecture and Network Access Control design for enterprise network infrastructure design, and troubleshooting.
Among these technologies, knowledge of Arista and Cisco design, configuration and automation is a definite plus
Knowledge of scripting languages such as Python, PoweShell, or Ansible.
The individual will need to be very organized, flexible, results oriented and able to multi-task to meet the demands of our dynamic environment
The candidate should be a self-starter, be able to work with minimal supervision, properly and effectively report project/work status to management and peers, take full ownership and responsibility of the tasks assigned to her/him and work them through completion.
The candidate should be able to demonstrate both technical capabilities and in-depth knowledge of various security and network concepts, technologies, and best practices
The candidate should have the ability to convey in non-technical terms complex technical explanations related to problems, designs, etc.
Knowledge of Ansible Scripting is a plus
Knowledge of micro segmentation tools such as Illumio or VM Ware NSX is a plus
Natixis is an equal opportunity employer, committed to a workplace free of discrimination. Natixis will not tolerate any form of discrimination based on age, color, mental or physical handicap or disability, pregnancy, marital status, sexual orientation, national origin, alienage, ancestry or citizenship status, race, religion, sex (including sex stereotyping, gender identity, gender expression or transgender status), veteran status, creed, genetic information or carrier status, or any other protected characteristic as established by law.
Respect for all means that we deal with each person as an individual and not as a member of any group. All qualified applicants will receive consideration for employment. Management is expected to provide leadership in supporting the firms EEO program by taking steps to promote EEO in all facets of employment including recruitment, hiring, retention, promotion, performance assessment, and career-development opportunities.
The salary range for the VP position will be between $150,000 - $180,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance.
$150k-180k yearly 20h ago
Branch Manager
Heritage Financial Credit Union 4.4
Newburgh, NY job
Here's a little about us:
Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do.
We believe in:
Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
Excellence: We strive to provide our members with the best possible service.
Teamwork: We believe that we can achieve more together than we can alone.
Respect: We treat each other with dignity and respect.
Community: We are committed to giving back to the communities we serve.
What's in it for you?
Salary: $73,500 - $91,000 annually (based on experience)
Benefits:
· Paid Time Off & Paid Federal Holidays
· Medical, Dental, Vision & Life Insurance
· Employee Assistance Program
· Flexible Spending Accounts / HSA
· 401K Employer Match
· Educational Assistance
· Incentives and Merit Increases
· Paid Time to Volunteer
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Demonstrate understanding of HFCU's Mission, Vision and Core Values, along with expertise in HFCU's products and services, including all available tools and resources to effectively lead the branch.
Demonstrate engagement, enthusiasm, and passion for leading the branch. Provide guidance and support for each team member utilizing HFCU's Employee Performance Program, including but not limited to monthly 1x1 sessions.
Evaluate employee performance and provide feedback and coaching as needed.
Manage employee relation issues in a timely mannered and with professionalism toward resolution.
Demonstrate understanding and support of all HFCU initiatives for employee development and team engagement through collaboration with HFCU's training and development programs.
Consistently work with the team to develop an appropriate succession plan. Support recruiting in the hiring process.
Effectively communicate with department leaders and peers to develop a network of support and collaboration.
Facilitate communication of all necessary information with the team on a daily, weekly and monthly basis, including but not limited to daily huddles and monthly branch meetings.
Ensure member service standards are met through effective coaching and development of each team member. Handle all concerns and complaints in a professional and supportive manner, escalating situations with a recommended solution. Collaborate with departments to enhance member service as needed, and ensure proper follow through.
Partner with Business Intelligence to utilize all available tools and resource to analyze branch trends, recognize new ways to capture and grow business, and recommend possible solutions to Retail Leadership.
Assess branch trends in areas such as transactional, goal attainment and industry standards in order to make effective recommendations for annual headcount.
Assume complete responsibility for all areas of branch management, including all day-to-day operations. Demonstrate proficiency in all operational tasks and sales processes, and ensure timely completion of all as expected by Retail Leadership. Demonstrate an ability to support and function in all branch positions as needed.
Proactively plan activities to aid in the attainment of monthly goals. Examples include, but are not limited to, in-branch call nights, collaboration with local businesses on membership drives, and dissemination of promotional information.
Prospecting and visiting local businesses for brand awareness and to meet our business and commercial goals.
Participate in community involvement to develop relationships with community leaders within your branch's geographical location, and across HFCU's field of membership, to increase brand awareness.
Oversee the branch's monthly financial budget to ensure necessary steps are taken to manage expenses, including the review of monthly variances. Partner with Retail Leadership to analyze and make recommendations around managing branch profitability.
Developing sales service plan to help the branch meet their goal. The ability to pivot as the business needs change.
Proactively look for operational enhancements and research and share with direct leader.
Maintain a safe and sound work environment adhering to all audit and security expectations.
Participate in organizational team projects, representing Retail in a professional and competent manner.
Mentor and support new branch managers.
Performs other duties as assigned.
Requirements
EXPERIENCE:
3+ years as a Branch Manager with Business Development is essential.
Experience on outbound calling/prospecting and visiting local businesses.
Experience understanding business and commercial products. Proficiency in Microsoft Office.
Extensive financial industry experience, including but not limited to cash handling, customer service, needs based selling, goal attainment, employee leadership and development, project and team participation and community development.
EDUCATION/CERTIFICATION:
Bachelor's degree and/or a comparable combination of education and experience. Notary License required or within 6 months of hire.
KNOWLEDGE:
This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance.
SKILLS/ABILITIES:
Demonstrate the ability to think critically and creatively to problem solve and build business plans.
Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals.
Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization.
Focus on customer service and lead by example.
Show strong attention to detail.
Highly organized with time and team management
An eagerness to grow the branch network and developing teams.
Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner.
Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members.
Ability to project a professional appearance and positive attitude at all times. Advanced analytical/technical knowledge pertaining to decision analysis and financial/budget administration.
$73.5k-91k yearly 20h ago
Director, FX Options Trader
Standard Chartered 4.8
New York, NY job
Apply now Work Type: Office Working Employment Type: Permanent : RESPONSIBILITIES Strategy * Apply the Bank's business strategy to day to day customer flow, pricing, risk management
* Assist in developing and implementing strategy for FX Options in Americas
* Identify business development opportunities
* Maximise total product income by ensuring effective end to end client risk management/service
* Awareness and understanding of the Group's business strategy and model appropriate to the role
* Mine for new client opportunities that can be monetized, and continue to invest time in building systems to enhance TPI potential
* Engage with our valued customers on a sophisticated leve
Business
* Generate revenue for the bank through trading FX options for the currency block
* Communicate with Global FXO team updating relevant book-runners in case of significant market events during NY hours as per desk procedures.
* Increase SCB's visibility in the region through competitive pricing, market commentaries and idea generation in FX Options
* Understand wider business, economic and market environment in which the firm operates
* Deepen existing client relationships through regular conversations and by giving market colour in line with guidelines
* To work with and Sales/RM to identify new prospects and client opportunities
* To explore new products and structures to increase the breadth and depth of the market
* Manage risk from client trades
* Seek and take advantage of market opportunities
Processes
* Accountable for establishing and maintaining frameworks to ensure FXO processes are efficient, appropriate and compliant.
* Accountable for effective management of operational risks within FXO.
* Exercise all supervisory responsibilities as outlined in the FM Code of Conduct.
* Ensure adherence to all internal and external regulations. Ensure that the business meets its obligations the prevention of money laundering under the Group Policy and Standards and under local laws and regulations. Ensure that there are appropriate and documented internal controls and procedures in place. Monitor the operation of such procedures and controls and regularly review them to ensure that they reflect any changes in products, systems, policy and regulation
People & Talent
* Contribute to continuous process improvement and sharing best practice
* Set and monitor job descriptions and objectives for direct reports where applicable, and provide feedback and rewards in line with their performance against those responsibilities and objectives.
* Employ, engage and retain high quality people, with succession planning for critical roles. Identify, evaluate and action under performers
* Responsibility to review team structure/capacity plans
Risk Management
* Risk-manage global FX Options portfolios during NY market hours as part of global FXO team and the Structured products and Correlation books
* Execute hedging strategies for Complex books and assist global team in developing and executing the game plan
* Assist in development of risk management tools for new structured/correlation products as they are developed
* Where necessary assist with execution of hedging strategies for other FXO books agreed with book-runners, located in other regions
* Responsible for identifying, assessing, monitoring, controlling and mitigating risks to the Group. Also, an awareness and understanding of the main risks facing the Group and the role the individual plays in managing them
* The ability to interpret the Group's financial information, identify key issues based on this information and put in place appropriate controls and measures
* Comply with guidelines as outlined in the annual dealer mandate
* Embed Operational Risk monitoring as an integral part of the business process. Towards this, to effectively carry out the assigned role, if any, under Compliance Risk Management and Operational Risk Management Assurance
* Monitor all major risk issues and concentrations and ensure that trading limits are adhered to by all FXO traders
* Effectively manage the risk from customer transactions
Qualifications
* Undergraduate degree required
* Minimum of 3 years in the Latam FXO space
* Product knowledge and experience in LatAm FXO
Skills and Experienc
* Customer Behaviour and Preferences
* Financial Mathematics
* Investment Performance Measurement
* Market Risk
* Securities Laws and Regulations (SLR) Compliance
* Service Excellence
* Trading
About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
Together we:
* Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
* Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
* Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
Expected annual base pay range for the role is 200,000 USD to 250,000 USD. The final offer will be determined on an individualised basis using a number of variables, including but not limited to skill set, depth of experience and education, internal relativity, and specific work location. At Standard Chartered Bank, Base pay is only part of the total compensation package. Discretionary variable pay and a range of attractive bank sponsored benefit programs are available and designed to foster employee overall health and well-being including, but not limited to, a best in class 401k plan with up to 8% employer match, robust medical plan coverage with employer funded Health Savings Accounts, inclusive family building benefits, and flexible/hybrid working arrangements for many of our positions subject to role specific considerations.
Visit our careers website ******************
What we offer
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
* Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
* Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
* Flexible working options based around home and office locations, with flexible working patterns.
* Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
* A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
* Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
Apply now
Information at a Glance
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$124k-202k yearly est. 56d ago
Senior Audit Manager: Lead Engagements & Client Impact
Uhy LLP 4.7
Melville, NY job
A leading professional services firm in New York is seeking an experienced Audit Senior Manager to oversee audit engagements and manage a team. The role requires strong leadership and client management skills, along with extensive experience in auditing within a CPA firm. Responsibilities include ensuring audit quality, developing comprehensive strategies, and mentoring junior staff. Competitive compensation ranging from $150,000 to $210,000 is offered, along with a collaborative work environment.
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$150k-210k yearly 2d ago
Associate/Director, Credit Sales (VP Level)
Canadian Imperial Bank of Commerce 3.8
New York, NY job
* Responsible for creating new sales and management of the assigned book of business* Will be able to deliver on sales volume and revenue targets* Work with our business partners in trading and DCM* Maintain a thorough understanding of the client's needs in order to build relationships, and supply additional products when possible* Requires in depth knowledge of the organization, products, and/or services* Fulfills Business needs via inbound/ outbound calling activities* Analyze customer needs and makes suggestions about alternative products and services* Act as a product specialist and maintain expert knowledge to meet the needs of the business to successfully establish rapport, and find a solution* Hold accountability of risk and compliance process* Comprehensive knowledge of financial markets, specifically IG Credit functions and products.* Detailed working knowledge of the industry and market to assess impact of market conditions.* Excellent interpersonal and relationship building skills in order to develop, manage and leverage relationships with clients, internal and/or external business partners.* Significant presentation/interactive skills sufficient to clearly articulate complex conceptual information/ideas on issues involving extensive interpretation and opinion.* Creativity skills sufficient to resolve complex problems and/or identify innovative alternatives or opportunities.* Working knowledge of all Canadian and U.S. legislation and regulatory requirements in order to either advise clients or market transactions effectively.* Developed understanding of CIBC World Markets businesses as well as significant knowledge of: + FIC products and services. + FIC-related competitive, legislative, and economic environment.* Comprehensive understanding of elements of profitability, risk, and cost control.* Knowledge of business/finance typically acquired through University business degree or equivalent combination of education and industry experience and relevant post-graduate education as specified by US-FIC.* Unquestioned professionalism, ethics and reputation and proven ability to exercise strong independent judgment when making business decisions and/or representing CIBC World Markets.* Highly developed people management and team building skills.* Strategic thinking capability with ability to identify and exploit trends and opportunities.* We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program\*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.* Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.* We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
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$102k-153k yearly est. 1d ago
Senior Manager-Compliance
American Express 4.8
New York, NY 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.
Global Merchant & Network Services (GMNS) brings together American Express' merchant-and network related businesses to enable a sharp focus on using the power of our network to provide unique value to all our mutual customers. The organization manages the relationships with the millions of merchants around the world that accepts American Express and runs the company's payment network and manages bank partnerships globally.
GMNS is looking for an experienced Sr. Manager- Financial Crimes to lead a diverse team of high-performing professionals focused on ensuring risk and control management is embedded in the day-to-day operations of our organization. This first-line role will involve extensive collaboration with partners across business units, functional areas, and geographies. This role will lead the execution of financial crime risk management within the business unit and is accountable for ensuring the business maintains a strong control environment to prevent, detect, and respond to financial crimes-including anti-money laundering (AML), sanctions, fraud, and anti-bribery and corruption (ABC). The ideal candidate brings deep subject matter expertise and a pragmatic, partnership-driven approach to risk management.
**The Senior Manager-Financial Crimes will:**
+ Consult on the design and implementation of controls tailored to specialized risk areas including Financial Crime and Compliance, with input in broader areas of operational risk
+ Ensure all activities & guidance provided to BU are in alignment with standards set by centralized specialist risk-stripe teams
+ Comply with enterprise policies and programs pertaining to specific risk types (e.g., Conduct Risk Management policy), and support with design/ enhancement of BU procedures /standards
+ Maintain awareness and understanding of emerging trends, best practices, and regulatory updates relevant to operational risks and share this with BU process owners
+ Support with the design and dissemination of targeted training and awareness programs to increase understanding and management of specific risk topics within GMNS
**Key Responsibilities:**
+ Develop and maintain financial crimes risk assessments and controls aligned with enterprise policy and regulatory expectations.
+ Partner with business leadership to embed financial crime risk management into day-to-day operations, new product development, and client onboarding.
+ Lead or support investigations of suspicious activity, coordinating with AML and fraud investigation teams.
+ Monitor and report on financial crimes risk indicators, emerging threats, and control effectiveness to business and risk leadership.
+ Escalate and remediate control issues or potential violations in partnership with compliance, legal, and audit functions.
+ Support internal and regulatory exams, audits, and inquiries related to financial crimes.
+ Coordinate financial crimes training and awareness programs for front-line staff.
+ Maintain detailed documentation and records to demonstrate compliance with regulatory and internal standards.
**Minimum Qualifications:**
+ 5 years of experience in AML, financial crimes compliance, fraud risk, or business risk roles within a financial institution.
+ Strong understanding of BSA/AML, OFAC, and anti-bribery and corruption regulations.
+ Proven ability to assess risk, implement controls, and collaborate across functions.
**Preferred Qualifications:**
+ Bachelor's degree in finance, criminal justice, business administration, or a related field.
+ CAMS, CFE, or similar professional certification.
+ Experience working in a first line of defense or business control function.
+ Familiarity with customer risk rating, transaction monitoring, and suspicious activity reporting processes.
**Skills & Competencies:**
+ Strong analytical and problem-solving skills.
+ Excellent written and verbal communication abilities.
+ Sound judgment and decision-making under pressure.
+ Ability to influence and educate business partners on risk concepts.
+ Skilled in project management and working in a matrixed organization.Guardian
**Qualifications**
Salary Range: $103,750.00 to $174,750.00 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 this position.
**Job:** Risk
**Primary Location:** US-Florida-Sunrise
**Other Locations:** US-North Carolina-Amex - for internal use only, US-Arizona-Phoenix, US-New York-New York
**Schedule** Full-time
**Req ID:** 25022018
$103.8k-174.8k yearly 3d ago
Senior Lead AI Engineer (AI Foundations)
Capital One 4.7
New York, NY job
At Capital One, we are creating responsible and reliable AI systems, changing banking for good. For years, Capital One has been an industry leader in using machine learning to create real-time, personalized customer experiences. Our investments in technology infrastructure and world-class talent - along with our deep experience in machine learning - position us to be at the forefront of enterprises leveraging AI. From informing customers about unusual charges to answering their questions in real time, our applications of AI & ML are bringing humanity and simplicity to banking. We are committed to continuing to build world-class applied science and engineering teams to deliver our industry leading capabilities with breakthrough product experiences and scalable, high-performance AI infrastructure. At Capital One, you will help bring the transformative power of emerging AI capabilities to reimagine how we serve our customers and businesses who have come to love the products and services we build.
Team Description:
The Intelligent Foundations and Experiences (IFX) team is at the center of bringing our vision for AI at Capital One to life. We work hand-in-hand with our partners across the company to advance the state of the art in science and AI engineering, and we build and deploy proprietary solutions that are central to our business and deliver value to millions of customers. Our AI models and platforms empower teams across Capital One to enhance their products with the transformative power of AI, in responsible and scalable ways for the highest leverage impact.
In this role, you will:
Partner with a cross-functional team of engineers, research scientists, technical program managers, and product managers to deliver AI-powered products that change how our associates work and how our customers interact with Capital One.
Design, develop, test, deploy, and support AI software components including foundation model training, large language model inference, similarity search, guardrails, model evaluation, experimentation, governance, and observability, etc.
Leverage a broad stack of Open Source and SaaS AI technologies such as AWS Ultraclusters, Huggingface, VectorDBs, Nemo Guardrails, PyTorch, and more.
Invent and introduce state-of-the-art LLM optimization techniques to improve the performance - scalability, cost, latency, throughput - of large scale production AI systems.
Contribute to the technical vision and the long term roadmap of foundational AI systems at Capital One.
The Ideal Candidate:
You love to build systems, take pride in the quality of your work, and also share our passion to do the right thing. You want to work on problems that will help change banking for good.
Passion for staying abreast of the latest research, and an ability to intuitively understand scientific publications and judiciously apply novel techniques in production.
You adapt quickly and thrive on bringing clarity to big, undefined problems. You love asking questions and digging deep to uncover the root of problems and can articulate your findings concisely with clarity. You have the courage to share new ideas even when they are unproven.
You are deeply Technical. You possess a strong foundation in engineering and mathematics, and your expertise in hardware, software, and AI enable you to see and exploit optimization opportunities that others miss.
You are a resilient trail blazer who can forge new paths to achieve business goals when the route is unknown.
Basic Qualifications:
Bachelor's degree in Computer Science, AI, Electrical Engineering, Computer Engineering, or related fields plus at least 6 years of experience developing AI and ML algorithms or technologies, or a Master's degree in Computer Science, AI, Electrical Engineering, Computer Engineering, or related fields plus at least 4 years of experience developing AI and ML algorithms or technologies
At least 6 years of experience programming with Python, Go, Scala, or Java
Preferred Qualifications:
7 years of experience deploying scalable and responsible AI solutions on cloud platforms (e.g. AWS, Google Cloud, Azure, or equivalent private cloud)
Experience designing, developing, integrating, delivering, and supporting complex AI systems
Demonstrated ability to lead and mentor an engineering team and influence cross-functional stakeholders
Experience developing AI and ML algorithms or technologies (e.g. LLM Inference, Similarity Search and VectorDBs, Guardrails, Memory) using Python, C++, C#, Java, or Golang
Experience developing and applying state-of-the-art techniques for optimizing training and inference software to improve hardware utilization, latency, throughput, and cost
Passion for staying abreast of the latest AI research and AI systems, and judiciously apply novel techniques in production
Excellent communication and presentation skills, with the ability to articulate complex AI concepts to peers
Capital One will consider sponsoring a new qualified applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Cambridge, MA: $225,400 - $257,200 for Sr. Lead AI Engineer
McLean, VA: $225,400 - $257,200 for Sr. Lead AI Engineer
New York, NY: $245,900 - $280,600 for Sr. Lead AI 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).
Brooklyn, NY, United States
Job Identification 210688605
Job Category Firmwide Risk and Compliance
Business Unit Corporate Sector
Posting Date 12/01/2025, 09:30 PM
Job Schedule Full time
Job Shift Day
Job Description
Join a team at the forefront of global risk management and regulatory compliance. Make a meaningful impact by supporting critical capital and stress testing initiatives that shape the firm's financial resilience. Collaborate with diverse stakeholders and leverage cutting-edge analytics and business intelligence tools. Grow your expertise in a fast-paced environment where your insights and ideas are valued. Be part of a group that champions innovation, quality, and continuous improvement.
As a Capital and Stress Testing Analyst in the Firmwide Operational Risk team, you help us deliver high-quality analytics, reporting, and process enhancements that support regulatory and internal risk management objectives. You work closely with business lines, corporate functions, and technology partners to execute, monitor, and report on regulatory capital and stress testing across the firm and its international legal entities. You contribute to process improvements and governance, ensuring our risk management practices remain robust and effective. You have the opportunity to drive impactful change and collaborate with colleagues at all levels.
Job Responsibilities
Support the execution of regulatory capital and stress testing processes, including data collection, validation, analysis, and documentation
Produce accurate and timely management and regulatory reports related to capital and stress testing
Develop and prototype tactical reporting solutions using business intelligence tools, especially Tableau
Assess and recommend enhancements to internal processes, reporting workflows, and data management practices
Collaborate with business lines, risk officers, control management, and technology teams to gather requirements and communicate findings
Maintain and elaborate internal governance procedures, standards, and documentation
Perform ad-hoc analyses using operational risk data and advanced Excel functions
Participate in the development and execution of internal projects and regulatory deliverables
Support user acceptance testing for new systems and enhancements
Ensure compliance with internal and external regulatory requirements
Drive initiatives that improve efficiency, control, and quality across reporting and analytics
Required Qualifications, Capabilities, and Skills
Hold a bachelor's degree in Business Administration, Finance, Accounting, or a related discipline
Minimum 5 years' experience in financial services, risk management, or analytical roles
Demonstrate strong analytical, problem-solving, and decision-making skills
Show high attention to detail and commitment to quality assurance
Excel in Microsoft Excel, including database functions
Communicate effectively in written and verbal formats
Build relationships with stakeholders at all levels, including senior management
Work independently and as part of a team, managing multiple priorities under tight deadlines
Create impactful presentations using Microsoft PowerPoint
Apply significant experience with business intelligence and reporting tools, especially Tableau
Ensure accuracy and compliance in all reporting activities
Preferred Qualifications, Capabilities, and Skills
Bring experience in regulatory capital, stress testing, or operational risk
Utilize Alteryx, SAS, or similar programming software for data analysis
Contribute to process re-engineering and control management initiatives
Prototype and develop functional specifications for technology solutions
Perform advanced ad-hoc analyses using operational risk data
Support governance and control documentation for capital and stress testing
Participate in user acceptance testing for new systems and enhancements
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
Risk Management helps the firm understand, manage and anticipate risks in a constantly changing environment. The work covers areas such as evaluating country-specific risk, understanding regulatory changes and determining credit worthiness. Risk Management provides independent oversight and maintains an effective control environment.
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$113k-162k yearly est. 4d ago
Investment Banker - Financial Institutions (Insurance) - Managing Director
Jpmorgan Chase & Co 4.8
New York, NY job
JobID: 210489474
JobSchedule: Full time
JobShift:
Base Pay/Salary: New York,NY $300,000.00-$500,000.00
Investment Banker - Financial Institutions (Insurance) - Managing Director
$149k-247k yearly est. Auto-Apply 60d+ ago
Liquidity Analytics VP - Banking & Treasury
Jpmorgan Chase & Co 4.8
New York, NY job
A leading global financial services firm located in New York is seeking a Vice President for Banking Analytics Liquidity. Responsibilities include supporting liquidity analytics, developing models for liquidity stress testing, and providing insights for regulatory compliance. Candidates must have a bachelor's degree in Finance or related fields, along with 6+ years of experience in financial services. Strong analytical, communication, and organizational skills are essential, along with proficiency in Excel and Python.
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$136k-195k yearly est. 4d ago
Senior Customer Success Manager
Connecticut Innovations 3.9
New York, NY job
Are you ready to join Connecticut Innovation's vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut's strategic venture capital arm, and we are passionate about serving our portfolio of 220+ companies across various industries, with strengths in life sciences, technology, and climate tech.
Come join Curacity: Hotel marketing software that turns media into revenue!!
Position: Senior Customer Success Manager
Reports to: VP of Customer Success | Grace (. | LinkedIn
Location: New York, NY (Hybrid - in the office Tuesday, Wednesday, Thursday)
About Curacity
Curacity is the leading media brand network driving measurable revenue for luxury and lifestyle hotels through brand-elevating exposure to high-value travelers. Leveraging proprietary technology and first-party data through partnerships with top travel publications like AFAR and Travel+Leisure, our platform delivers validated 10×-20× ROI. Named among Inc. 5000's Top 20 Travel & Hospitality Companies and Digiday's Best Content Marketing Platform of 2024, Curacity is headquartered in New York and Stamford, CT.
Position Overview
We're seeking a Senior Customer Success Manager who thrives at the intersection of marketing strategy and performance analytics. You'll partner with marketers and business leaders at companies ranging from independents to major brands, helping them leverage premium media content from outlets like
Travel + Leisure
,
Food & Wine
, and
AFAR
to drive measurable demand, bookings, and revenue.
This role requires someone who understands B2B customer success at scale. You'll need to be equally comfortable discussing marketing strategy with executives and troubleshooting technical integrations with operations teams. You'll work with sophisticated customers who demand proof, not buzzwords-and you'll need analytical thinking, industry knowledge, and the ability to diagnose complex problems without obvious answers.
What You'll Do
Own strategic relationships for a portfolio of high-value accounts, developing deep understanding of each customer's business model, competitive positioning, and growth objectives
Analyze multi-layered performance data like engagement metrics, attribution, and market trends to identify optimization opportunities and deliver actionable recommendations
Lead quarterly business reviews that connect platform performance to broader business objectives, using data to tell compelling stories about impact
Partner with internal teams (Product, Operations, & Partnerships) to advocate for customer needs, refine strategies, and ensure seamless technical implementations
Design and execute testing strategies to continuously improve campaign performance across channels, content types, and audience segments
Identify expansion opportunities based on demonstrated ROI and build champions within customer organizations
Proactively monitor account health and intervene before issues escalate - investigating data discrepancies, diagnosing performance drops, anticipating seasonal challenges
What We're Looking For
5+ years in Customer Success, Account Management, or consulting with enterprise/mid-market accounts
Bachelor's degree from an accredited university or college required, with a focus/concentration of hospitality, business, and/or marketing strongly preferred
Business fluent: You understand your customers' business models, competitive dynamics, and economic drivers; can discuss marketing performance and ROI intelligently
Analytically sharp: Comfortable with performance data, attribution models, and spotting patterns without drowning in spreadsheets.
Strategic communicator: Seamlessly shift between casual troubleshooting and executive presentations; explain technical concepts without jargon
Intellectually curious: Approach ambiguous problems as puzzles to solve; energized by complexity; have strong opinions loosely held
Customer-centric operator: Balance empathy with accountability; build trust through reliability and actually knowing customers' business; view criticism as valuable data
Hospitality, marketing technology, or media experience strongly preferred
Why Curacity?
You'll join an award-winning, fast-growing team at the intersection of luxury travel and cutting-edge ad tech. We offer competitive compensation, comprehensive benefits, and the opportunity to shape the future of hospitality marketing.
What We Offer
Curacity offers a competitive package which includes base salary, equity, and comprehensive benefits, including:
Equity: Stock options are offered to all full-time employees
Healthcare: Comprehensive medical and dental insurance plans, long-term disability policy, generous company contribution
Retirement: 401(k) match - up to 4% of your total compensation matched dollar-for-dollar (US-based employees)
Flexibility: Hybrid Work for NYC-Based Roles: Virtual (2 Days); In-office (3 Days); Multiple “work from anywhere” periods/year
PTO: 15 personal days, in addition to 10+ public holiday closure dates
Wellness: $100 monthly stipend for health and wellness related activities
Recognition: Birthday, anniversary, and other every-day surprises and gifts to recognize the hard work of our team members
Culture: Casual, collaborative (and dog friendly!) work environment in the heart of Flatiron with CWJ cold brew on tap
Exact compensation for this role is determined based on a number of factors including experience, skill level, and qualifications which are assessed during the interview process. Additional details about total compensation and benefits will be provided by our team during the hiring process. In addition to the salary range listed, this role is eligible for commission-based compensation.
Equal Opportunity
Curacity is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive team and do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law.
We encourage candidates of all backgrounds to apply, and we provide reasonable accommodations during the hiring process for individuals with disabilities, upon request.
$74k-114k yearly est. 3d ago
AI Deployment Manager
Jpmorgan Chase & Co 4.8
New York, NY job
JobID: 210698047 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $128,250.00-$205,000.00 We are building the next generation of AI and autonomous agents that can reason, plan, act, and learn to solve critical problems in operations at the huge scale of the world's largest bank.
On the Data and Analytics Productivity and Transformation Team, we're dedicated to reinventing how data and analysis drives business outcomes. Our mission is to empower analysts with AI-powered tools and enable deeper, higher-value work for our clients. We champion skill development and change management, ensuring all data and analytics professionals can thrive in this new AI environment. By commercializing innovative AI Platforms, Tools, Systems and Products and fostering a culture of experimentation, we deliver measurable productivity improvements and accelerate the adoption of cutting-edge capabilities.
As the AI Deployment Manager on the Data and Analytics Productivity and Transformation Team, you will lead the evaluation, selection, and deployment of both in-house and third-party AI solutions to drive adoption and measurable impact across analytics teams. Leveraging existing proprietary solutions and dozens of others, you'll implement a standardized evaluation framework, coordinate hands-on testing with diverse analyst groups, and capture feedback through unified scorecards. You will facilitate the adoption of integrated solutions, eliminate redundant ETL work, and streamline stakeholder requests using AI-driven tracking. Additionally, you'll commercialize innovative use cases-such as code generation and knowledge bases-support NLP data visualization rollouts and prepare for business user testing of advanced "talk to data" solutions. Through collaboration with key partners, you'll ensure solutions are rigorously tested, effectively adopted, and aligned with priorities to empower analysts to focus on higher-value work and accelerate the analytics transformation at Chase.
Job Responsibilities:
* Influence the direction of internal tools and platforms while exploring, developing and sourcing AI tools tailored to evolving business needs.
* Liaise with AI focused teams that are building proofs of concept.
* Lead robust evaluations of both in-house AI solutions and external third-party vendors to identify and implement high-impact, high-adoption technologies.
* Establish, customize and maintain a standardized, criteria-driven decision-making process for evaluating and selecting analytic tools and solutions.
* Coordinate and support hands-on testing programs with diverse analyst groups, ensuring real-world feedback and broad participation.
* Capture and analyze tester feedback using unified scorecards and structured evaluation criteria to ensure consistency and comparability.
* Facilitate the adoption and scaling of integrated agentic solutions and multiple point solutions across analytics teams.
* Commercialize innovative use cases, such as code generation and knowledge bases, and support the rollout of NLP data visualization and "talk to data" solutions.
* Collaborate with key partners to drive solution deployment, conduct regular progress check-ins, and ensure alignment with strategic objectives and OKRs.
Required Qualifications, Capabilities and Skills:
* BS Degree and 5+ years in business analytics, consulting, or solution design roles with significant experience leading large-scale analytics initiatives across complex organizations.
* Success managing cross-functional teams and driving organizational change implementing standardized frameworks, piloting new technologies, and achieving measurable business outcomes.
* Ability to evaluate and implement analytics tools and technologies, both in-house and third-party.
* Experience with data analytics platforms, machine learning concepts, and related technologies (e.g., Databricks, Snowflake, NLP tools).
* Adept at leading complex projects, coordinating cross-functional teams, and delivering results on time.
* Capacity to design and execute structured evaluation frameworks, pilot programs, and user testing scenarios.
* Focused on delivering measurable outcomes, such as productivity improvements, cost savings, or enhanced user satisfaction.
* Excellent communication, with an ability to convey the strategic vision in a digestible manner for varying technical, non-technical, and senior audiences
* Experience and ability to collaborate, influence, and build consensus among senior leaders, technical teams, and business stakeholders to align on priorities and drive adoption of innovative solutions.
* Knowledge of data management and analytics organizations, quantitative methods, and work product development processes
Preferred qualifications, capabilities, and skills
* Advanced degree in an applicable STEM field
* Excellent analytical skills with the ability to assess solution effectiveness, identify gaps, and recommend improvements.
* Ability to drive adoption of new tools and processes, including training, communication, and change management initiatives.
* Clearly articulate technical concepts, present findings, and influence decision-making at all organizational levels.
* Comfortable working in a fast-paced, evolving environment and quickly adapting to new technologies, methodologies, and business needs.
$128.3k-205k yearly Auto-Apply 10d ago
Senior Lead Data Engineer (Snowflake, Databricks, Apache Iceberg, Spark + SQL workload optimizations)
Capital One 4.7
New York, NY job
Do you love building and pioneering in the technology space? Do you enjoy solving complex business 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 solve real problems and meet real customer needs. We are seeking Data Engineers who are passionate about marrying data with emerging technologies. As a Capital One Senior Lead Data Engineer, you'll have the opportunity to be on the forefront of driving a major transformation within Capital One.
What You'll Do:
Collaborate with and across Agile teams to design/architect, develop, test, implement, and support technical solutions in full-stack development tools and technologies
Lead workload optimization and develop/architect capabilities to drive optimizations at scale (e.g. SQL, Spark optimizations)
Lead a team of developers with deep experience in machine learning, distributed microservices, and full stack systems
Utilize programming languages like Java, Scala, Python and Open Source RDBMS and NoSQL databases and Cloud based data warehousing services such as Redshift, Snowflake and Databricks
Share your passion for staying on top of tech trends, experimenting with and learning new technologies, participating in internal & external technology communities, and mentoring other members of the engineering community
Collaborate with digital product managers, and deliver robust cloud-based solutions that drive powerful experiences to help millions of Americans achieve financial empowerment
Perform unit tests and conduct reviews with other team members to make sure your code is rigorously designed, elegantly coded, and effectively tuned for performance
Basic Qualifications:
Bachelor's Degree
At least 6 years of experience in application development (Internship experience does not apply)
At least 2 years of experience in big data technologies
At least 1 year experience with cloud computing (AWS, Microsoft Azure, Google Cloud)
Preferred Qualifications:
Master's Degree
4+ years of data warehousing experience (Snowflake, Databricks, Redshift)
9+ years of experience in application development including Python, SQL, Scala, or Java
2+ years of experience engineering/leveraging Machine Learning & Gen AI capabilities and tools (Iceberg, Delta adoption, Cortext)
5+ years experience with Distributed data/computing tools (MapReduce, Hadoop, Hive, EMR, Kafka, Spark, Gurobi, or MySQL)
4+ years of experience with AWS cloud services or other public cloud platforms (Microsoft Azure, Google Cloud)
4+ year experience working on large-scale Data Platforms
4+ years of experience with NoSQL implementation (Mongo, Cassandra)
4+ years of experience with UNIX/Linux including basic commands and shell scripting
Capital One will consider sponsoring a new qualified applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
McLean, VA: $229,900 - $262,400 for Sr. Lead Data Engineer
New York, NY: $250,800 - $286,200 for Sr. Lead Data Engineer
Richmond, VA: $209,000 - $238,500 for Sr. Lead Data 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).
$98k-126k yearly est. 1d ago
VP, Loan Portfolio Manager
Cathay Bank In 4.4
New York, NY job
Posted Thursday, December 4, 2025 at 8:00 AM
People Drive Our Success
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Portfolio Manager Overview
Portfolio Manager (“PM”) is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products and services. PM is expected to provide “best-in-class” service to these loan clients while following established Bank's policies and procedures.
Essential Functions
PM is to work closely with SRM(s) and Team Managers on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio.
Review to ensure each credit is properly risk rated based on the Bank's risk rating system.
Maintain and grow existing client relationships, cross-sell Bank's other products and services.
Specifically accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments and annual reviews.
Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”).
Reviews client's accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank.
Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client.
Qualifications
Education: U.S. College graduate with major in related fields, strongly preferred.
Experience:
5-7 years of loan account relationship management experience, credit underwriting experience or a combination of both. Thorough knowledge of lending regulations and credit/underwriting practices.
Must have strong loan portfolio management experience.
Must possess strong loan negotiation (rates, terms, collateral requirements) experience.
Must possess previous underwriting experience in the requisite area of commercial lending.
Must have extensive knowledge and understanding of Bank's credit policy, risk management, underwriting requirements and loan servicing.
Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products.
Skills/Ability: PC proficient. Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required. Ability to work well independently to restructure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel.
Other Details
$90K - $110K per year. Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Mickey Hsu, FVP, Employee Relations Manager, at ************** or *************************. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
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