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Managing Director jobs at Principal Financial Group

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  • Market Director - Investment Only

    Principal Financial Group 4.6company rating

    Managing director job at Principal Financial Group

    **What You'll Do** We're looking for a Market Director- Investment Only(DCIO), Southeast market to join our team! In this role you'll lead Principal's DCIO distribution strategy in the Southeast Market, driving net asset growth across a full spectrum of asset classes including Equity, Fixed Income, Stable Value, Target Date, Liability‑Driven Investing, Real Estate, and Private Assets-delivered through mutual funds, CITs, ETFs, and Separate Accounts. Activating aggregator/home‑office lists, and converting advisor pipelines through fiduciary‑aligned, consultative selling. **Territory Strategy & Coverage** + Territory: DE, MD, DC, VA, WV, NC, SC, GA, FL, AL, MS, TN and PR + Build and execute a Southeast Market plan targeting retirement plan advisors (RPAs), consultants, and recordkeeping wholesalers; prioritize high‑potential firms and aggregators to expand Principal's footprint. + Experience creating data enabled sales plans to maximize efficiency, sales growth and territory management via tools like PowerBI + Expand advisor relationships through ongoing development of the territory and through collaboration with Principal sales teams. + Develop joint coverage calendars with internal wholesalers and national accounts to maximize home‑office menu influence and downstream advisor adoption. + Run consultative meetings that link plan goals to menu construction (core lineup, QDIA, capital preservation, retirement income), backed by attribution, fees, and peer benchmarking. + Provide fiduciary tools/reports (e.g., Fi360 scoring, fee benchmarks, product evaluators) to support prudent advisor processes. + Deliver timely insights on CIT adoption, fee trends, retirement income, stable value positioning, QDIA utilization, managed accounts, and regulatory changes to drive advisor confidence and menu updates + Develop and maintain relationships in the field with Principal teams (National Accounts, Principal Recordkeeping, Principal Retirement Investment Support Team, Morley, Institutional Sales, Consultant Team, Retail/Wealth) for integrated coverage. + Comfort with CRM discipline, and opportunity scoring + Mainstage or conference panel speaking or presenting as required + Manage travel/expense budgets; adhere to Principal's Compliance and Investment Code of Ethics. + Adhere to compliance code of ethics standards as defined by Principal Funds Distributors and The Principal Financial Group + Perform other job-related duties or special projects as required. *Heavy incentive component in addition to salary listed. Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years! **Who You Are** + Bachelor's degree; 8-10 years industry experience. + FINRA licensing: SIE, Series 7, and 63/65 or 66. + Life /Health License or ability to obtain in 6 months + Experience in defined contribution and defined benefit business. + Solid oral and written communication skills required + Ability to represent the company in a professional manner + Ability to collaborate effectively across different business lines + Proven track record of establishing and maintaining relationships + Ability to multi-task and work under pressure + Familiarity with target‑date/QDIA personalization, stable value, and private asset positioning. + Preference placed on: CIMA , CFA , CFP , CMA . + Travel required within the territory, and occasionally outside of territory given need. + This position may be subject to SEC restrictions on personal political contributions + **Success Metrics** + New flows by Assets and Revenue mix + Pipeline development and tracking + Collaboration with investment sales teams + Advisor Activity **Salary Range Information** This position offers a competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics. **Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)** $125000 - $125000 / year **Time Off Program** Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. **Pension Eligible** No **Work Environment** This role offers remote work arrangements. You'll work with your leader to figure out which option may align best based on several factors. **Work Authorization/Sponsorship** At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers (********************************************************************************** and Green Card for Employment-Based Immigrants (*************************************************************************************************** **Investment Code of Ethics** For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. **Experience Principal** At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site (******************************************* to learn more about our purpose, values and benefits. **Principal is an Equal Opportunity Employer** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. **Posting Window** We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. **Original Posting Date** 12/23/2025 **Most Recently Posted Date** 12/23/2025 LinkedIn Remote Hashtag \#LI-Remote LinkedIn Hashtag \#LI-BS1
    $125k-125k yearly 5d ago
  • Vice President, Architecture

    Fidelity Investments 4.6company rating

    Westlake, TX jobs

    Vice President, Architecture for Contact Center Build Strategy, Enterprise Contact Center At Fidelity, our Contact Centers are an essential way for customers and clients to interact with the right Fidelity associate for their financial goals, needs, and questions. As part of its overall cloud and technology transformation, Fidelity's Enterprise Customer Contact Center (EC3) organization is actively working to transform how our Contact Centers will support the future needs of our business teams, their associates, customers and clients. As Vice President, Architecture for Contact Center Build Strategy you will define capabilities, solutions, patterns, standards, and guidelines related to the Fidelity Contact Center and the Associate Desktop Experience. You will work closely with EC3 Product and Technology leads, key business stakeholders, and other architects leading related capabilities. The Expertise and Skills You Bring 15+ years of proven experience in an architecture or engineering role with 7+ years of experience as a lead solution architect and technology leader in large enterprise contact centers. You have in-depth experience analyzing business requirements, designing end-to-end contact center solutions, and developing technology roadmaps. You have deep knowledge of telephony, interexchange carrier (IXC) systems, and intelligent cloud-based edge networking capabilities that provide toll free calling services to large enterprise contact centers with resilient cloud infrastructure. You have deep knowledge of contact center platforms such as Genesys, Cisco, Avaya, Amazon Connect, Nice CXone, CCaaS solutions, Infrastructure as Code and related tools, and CRM systems. You have experience implementing and optimizing omnichannel strategies including voice, chat, SMS, and email to enhance customer engagement. You have modernization experience for contact center self-service experiences (IVR to IVA), and intelligent contact routing across channels and services. You have technical integration experience to ensure end-to-end contact center capabilities are deployed seamlessly throughout the customer and agent experience including infrastructure, channels and services, self-service, intelligent routing, agent desktop and agent assistance, workforce engagement as well as new emerging capabilities. You are able to provide guidance and mentorship to technical teams and collaborate with stakeholders across the company to ensure architecture deliverables enable a successful deployment solution. You are an experienced architect designing and supporting enterprise level infrastructure using public cloud technologies with Amazon, Google, and/or Azure. You demonstrate excellent communication, interpersonal and relationship building skills with which you influence decisions and engage across Fidelity and at all levels of the organization. You have a passion for solving complex problems and a track record of delivering innovative solutions for solving them. The Value You Deliver Delivering and maintaining Contact Center and EC3-related capabilities, solutions, solution architectures, patterns, standards, guidelines, and specifications for the Fidelity Blueprint. Supporting and enabling technology Product and Chapter Leaders to deliver increased value to our customers and operations associates. Measuring performance through established objectives and metrics that deliver agreed upon business, technology, and people results. Partnering with agile product area leaders, chapter area leaders, agile team leads, and architects to develop platform designs and solution roadmaps. Ensuring the solutions that are delivered meet high standards for quality, performance, and scale. Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. The base salary range for this position is $140,000-285,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Information Technology
    $140k-285k yearly 5d ago
  • Senior Commercial Real Estate Banker - VP/SVP

    Wintrust Financial 4.9company rating

    Willowbrook, IL jobs

    Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and discretionary or incentive bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With 200+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture Why join this team? Team-oriented atmosphere that provides opportunities for individual growth Gain experience and further your career by joining a growing organization Position Overview: The Senior Commercial Real Estate Banker - VP/SVP is responsible for managing and growing a portfolio of commercial real estate clients within the Wintrust footprint. This position provides exceptional service to build and strengthen customer relationships by promoting products and services as appropriate to identify and fulfill customer needs. Responsible for new business development through referral sources and cold calling efforts. What You'll Do: Responsible for developing new prospects, managing and growing a portfolio of existing commercial real estate relationships. Experience in variety of real estate transactions including multifamily, retail, industrial, office, self-storage, land development and commercial construction loans. Experience with maintaining and managing a portfolio, with ability to build relationships with existing and prospective customers focusing on revenue growth, fee income, deposits and cross-selling services Participation and knowledge within loan syndications and maintaining those relationships Network with variety of CRE COI's, investors and attorneys to establish a referral base. Prepare, review and present credit memos to senior management while maintaining structures within credit guidelines. Prepare and present deal terms to clients in a timely and accurate manner. Oversee the review and underwriting of credit requests internally while making recommendations for approval to senior management. Provide leadership in the development of less experienced commercial real estate lenders and portfolio managers. Qualifications: Bachelor's degree (Business, Finance, Economics, or Accounting preferred) Solid understanding of general credit and risk principles, and banking policies/procedures; formal credit training is preferred Minimum 7+ years of credit and commercial real estate lending experience combined Exceptional written, verbal, negotiation, and presentation skills Excellent analytical and organization skills with the ability to prioritize workflow Proficient with Microsoft Office, nCino a plus Demonstrate high ethical standards and personal integrity Benefits: Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation: The estimated annual salary range for this role is $117,000-$190,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience. #LI-HYBRID #LI-KP1 From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
    $117k-190k yearly Auto-Apply 5d ago
  • AFC Modelling - Data Scientist - Associate - Vice President

    Deutsche Bank 4.9company rating

    New York, NY jobs

    Job Title: AFC Modelling - Data Scientist Corporate Title: Vice President Group Strategic Analytics , GSA concentrates Deutsche Bank's quantitative and modelling expertise within a single unit. With group-wide responsibility for model development, GSA takes a cross-business and cross-functional approach to solving quantitative modelling, analytics scenarios, and rolls out common development standards. Modelling supports the Anti Financial Crime (AFC) function, which performs a crucial role in keeping Deutsche Bank's business operations and global financial services clean from financial crime while serving the interests of the Bank and society. Our regional/global matrix structure allows for flexible responses to challenges in the core areas of: Anti-Money Laundering, Sanctions & Embargoes, Anti-Fraud, Bribery & Corruption, Investigations & Intelligence, Monitoring & Screening, and Risk Assessment. Our team will provide you with opportunities to learn, grow and define your career. We foster an open, diverse, and inclusive team culture, that is engaged and well-supported for prosperity and enjoyment of a life/work balance. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift and volunteer programs What You'll Do Drive model implementation (from prototype to production), following rigorous coding, testing, and documentation best practice Responsible for Driving and execution of the Anti-Money Laundering (AML) Transaction Monitoring Americas data strategy in line with the Global Data Strategy/Framework Develop and evolve platform reporting statistics/data to monitor ongoing model success; perform 'deep dives' to interpret data quality issues, identify remediation and track to resolution Represent the group in various data governance forums, and clearly communicate data related issues and potential resolution paths Work with Business (1LOD) to understand the products being offered and define specifications/red flags for Transaction Monitoring models Review and address open AML TM findings in a timely fashion, work in partnership with AFC stakeholders to develop and drive initiatives that transform and modernize the capabilities and services of Monitoring within the AFC function How You'll Lead Establish a clear vision and goals for the team, Inspire the team to perform well and achieve business goals; provide guidance and instruction to the team, and coach them as needed. Oversee daily activities and progress towards goals, and ensure the team is adequately equipped to perform their duties. Prioritize tasks and allocating tasks to the team accordingly. The role will be collaborating across multiple teams within the M&S (Monitoring & Screening) function. Skills You'll Need Bachelor's/Master's degree in Computer Science, Data Science, Management Information System (MIS), Information Management, or equivalent Previous relevant experience conducting data science or Model Development in a business setting coupled with excellent programming skills, predominantly across the Python/Anaconda suite (Scikit-learn, Pandas, Numpy) Experience in Financial Crimes space with expertise in AML Transaction Monitoring and Advisory, with a deep understanding of transaction monitoring data for various lines of businesses, AML red flags, and AML typologies. Proficient in Financial Crime Compliance covering multiple product lines, such as Correspondent Banking, Private Banking, Wealth Management, Brokerage, Trade, and Asset Management. Demonstrated experience in Relational databases, Structured Query Language (SQL), Big Data Hadoop, Hive Query Language (HQL), Data visualization tools. Skills That Will Help You Excel Flexible and able to adapt to urgent deliverable timelines A positive outlook in a goal-oriented organization Able to demonstrate excellent analytical, judgment, and research skills Meticulous with a strong attention to detail and the ability to multitask Able to interpret complex requirements and work proactively with stakeholders in different organizational units Expectations It is the Bank's expectation that employees hired into this role will work in the New York City office in accordance with the Bank's hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York City is $150,000 to 230,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
    $150k-230k yearly 3d ago
  • President

    Beacon Health System 4.7company rating

    Dowagiac, MI jobs

    Buffkin/Baker has partnered with Beacon Health, headquartered in South Bend, Indiana, with eleven hospitals and 270 care sites across 10 counties, Beacon connects you with the care you and your family need to be your very best. That takes expertise. We are the regional leader in comprehensive, integrated services - from childbirth and pediatrics to cancer, trauma, heart and vascular, stroke, orthopedics and sports medicine, surgery, mental health and so much more with more than 11,000 associates and 2,500 credentialed providers throughout the region and across two states. Reporting to the Chief Operating Officer, Beacon Health System, the President of Dowagiac Hospital is responsible for providing leadership, direction and administration of corporate goals and objectives through the effective assignment and monitoring of accountabilities and responsibilities to the hospital leadership and management staff. The President ensures Hospital services are delivered in accordance with standards established by the CEO and Board of Trustees of Beacon Health.
    $158k-267k yearly est. 5d ago
  • Chief Executive Officer

    Baltimore Community Lending 3.7company rating

    Baltimore, MD jobs

    The President & Chief Executive Officer (CEO) is the strategic, operational, and external leader of Baltimore Community Lending, responsible for driving the organization's next era of growth and community impact. The CEO sets a clear vision, safeguards financial strength and portfolio performance, and leads a high-performing team dedicated to mission-aligned lending and equitable development. As the public face of BCL, the CEO will build influential relationships across Baltimore's civic, philanthropic, banking, and policy networks, elevating the organization's visibility and presence. This leader will diversify capitalization, advance innovative lending strategies, and uphold BCL's commitment to equity and inclusive economic opportunity. The CEO will guide the organization through a pivotal phase of scaling-expanding assets, strengthening operations, and ensuring that lending and technical assistance are responsive to community needs. They will model transparency, accountability, and cultural stewardship while positioning BCL as a regional and national leader in community development finance. Must-Have's Deep Lending, Credit & Financial Leadership: Brings strong lending, underwriting, and risk-management expertise (banking background ideal; CDFI/CDC preferred). Able to navigate funding headwinds, understand small-business and real-estate lending cycles, and balance financial discipline with mission-aligned lending. Strong capital-raising and funder relationship skills Community-Centered, Baltimore-Connected Relationship Builder: A visible, personable leader who builds trust quickly and shows up in the community. Ideally familiar with Baltimore's civic, philanthropic, banking, and neighborhood ecosystems; if not, must be able to establish credibility and strong local relationships rapidly Proven Executive, People & Culture Leader: Experienced in motivating and developing diverse, multigenerational teams. Collaborative, non-top-down manager who strengthens internal operations, improves customer service, builds the next layer of leadership, and supports organization-wide succession planning Strategic, Growth-Oriented Visionary & Skilled Advocate: Able to guide BCL through economic/political shifts, diversify capital sources, scale responsibly ($100-125M in assets), and extend regional/national presence. Clear communicator who can articulate BCL's value, engage policymakers, support advocacy efforts, and participate in statewide CDFI coalition-building Strong Mission Alignment & Equity-Driven Leadership: Authentic commitment to BCL's mission with a deep belief in equity, culturally responsive lending, and meaningful engagement with communities of color. Protects mission integrity regardless of political climate; brings fresh energy, creativity, and a modern leadership mindset National Network & External Visibility: Existing national relationships in the CDFI, community development, or philanthropic sectors that help elevate BCL's profile and open new capital channels. Ability to represent BCL on regional and national stages (OFN, SBA, industry convenings) For more information, view the full position profile here: **************************** Who We Are Baltimore Community Lending, Inc. (BCL) is a mission-driven, certified CDFI serving the Baltimore metro region, providing flexible capital and technical assistance to support community development, small business growth, and equitable neighborhood revitalization. What We Do Revitalizing our communities together through affordable lending products. We are a mission-based certified community development financial institution (CDFI). We lend to small businesses and real estate developers who invest in low-income, low-wealth, and other disinvested communities. We support commercial real estate developers who are committed to revitalizing underserved neighborhoods We believe in increasing opportunities for affordable homeownership and rent, which contributes to neighborhood stabilization We provide capital to small businesses that face barriers to traditional financing by looking at each entrepreneur's whole story, rather than requiring a specific credit score or assets Our dedicated team provides comprehensive, ongoing support to startups, emerging, and growing small businesses to help them succeed
    $149k-261k yearly est. 4d ago
  • COO (with potential track to CEO)

    Champlain National Bank 4.0company rating

    Plattsburgh, NY jobs

    The Chief Operating Officer (COO) oversees business operations and is responsible for the development, recommendation, implementation, and promotion of policies, procedures, programs and projects involving operations, as well as leading and managing a comprehensive array of the banks business units and special projects, while promoting service excellence and improving organizational efficiencies. The Chief Operations Officer (COO) is responsible for the management and oversight of the daily operations of the bank, including back-office operations, including Information Technology/Security, Retail Operations, Electronic File Transfer (EFT), Deposit & Loan Services, Audit & Compliance departments. The COO is also appointed as the Information Security Officer, Business Continuity Coordinator and heads the Information Technology Steering Committee. The COO must be customer-oriented, have strong leadership skills and possess the ability to guide and inspire outstanding performance. This position will be a part of an executive team and will be responsible for contributing to the development, implementation and administration of the bank's strategic goals and objectives. The Chief Operations Officer serves as a key customer in developing strategic initiatives and accountability to assure sound bank growth. The goal of the COO is to secure the functionality of business to drive extensive and sustainable growth efficiently. Reporting directly to the CEO and attending meetings with the Board of Directors and Committees, as assigned by the CEO, the ideal candidate will be collaborative, have a high level of professionalism, excellent verbal and written communication capabilities, and great project management skills. The successful candidate will be able to translate our vision of increased reach, impact, and community development leadership into meaningful and measurable actions. Through ownership, collaboration and innovation, and guided by our mission, the COO provides leadership, management, and vision necessary to ensure the organization has proper operational controls and people systems in place to ensure operational efficiency. REQUIRED SKILLS & ABILITIES ▪ An energetic, forward-thinking and creative leader with the ability to drive innovation, specifically regarding service technology, in customer delivery in the areas of sales and service. A decisive individual who possesses a strategic focus, as well as an operational and detail-oriented perspective. Qualified candidates must be able to use a collaborative management style that promotes effective communication and teamwork. ▪ Must collaborate with the Senior Leadership team to develop and implement plans for the operational infrastructure of systems, processes, and personnel designed to accommodate the strategic objectives of the organization. The COO will ensure the delivery of the bank's service culture through the branches, community education, customer development and be directly responsible for the sales cycle. ▪ Solid focus on understanding our customers; the knowledge, skills and ability to seize market-driven opportunity, master change and foster staff development through, mentoring, coaching, and modeling of the bank's core values. ▪ The candidate will manage departments and programs to minimize risk to the organization and maximize staff efficiency through use of technology. ▪ The COO will ensure each department's operational excellence and maintain the highest level of customer service resulting in a memorable customer experience. ▪ Demonstrated knowledge of principles of management and administration. ▪ Proven leadership ability with strong personnel development experience. ▪ Demonstrated background leading and managing critical projects. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. ▪ Evaluates key operational metrics; determines potential cost efficiencies, program improvement, or policy change. ▪ Establishes collaborative relationships with suppliers/vendors and pursue low costs through diverse sourcing. ▪ Supports senior management with business strategies, offering insights, and contributing to key decisions. ▪ Assists with identifying opportunities and assessing strategic and financial merits and risks. ▪ Establishes operational priorities and helps to create the vision and buy-in that will facilitate implementation and ensure development of a service- and performance-oriented culture that drives continuous improvement to achieve best practices. ▪ Anticipates opportunities by remaining actively informed regarding new developments and innovative and economical solutions to complex business challenges. ▪ Manages performance activities, including consumer-wide reporting, new business development assessment, and profitability maximization. ▪ Analyzes financial and operational performance metrics to identify areas for improvement. ▪ Develop and implement strategies to enhance the company's profitability and liquidity profile. ▪ Collaborates with applicable divisions to ensure banking operations are aligned with corporate goals. ▪ Foster strong relationships with key stakeholders to support business objectives. ▪ Promote effective and productive relationships between cross-functional and cross-organizational work teams. ▪ Keep HR informed about strategic business plan initiatives that require HR support. ▪ Ensures strategies, change initiatives, and competitive information are communicated in clear and compelling ways. Listens to, leverages, and promotes the diverse ideas, perspectives, and contributions of others across the business. ▪ Lead change management efforts to ensure smooth transitions and adoption of new processes and systems ▪ Management, oversight and negotiation of annual umbrella insurance policies and renewals. ▪ Design, plan and implement business strategies, plans and procedures. ▪ Identify, strategize, develop, and drive initiatives to enhance competitiveness and improve efficiencies. ▪ Cultivate a culture, which aligns with both the strategic and operational plans and objectives of the Bank. ▪ Monitor and evaluate the overall effectiveness of the operations functions; identify specific problems and trends and apply appropriate training or corrective strategies. ▪ Align overall business strategy with innovative thinking, identify trends and business opportunities within the market, and seek input from stakeholders at different levels to identify areas of innovation and growth. ▪ Provide support for implementing strategic initiatives, recommendations for relevant capital expenditures, analyzing financial impacts. ▪ Set comprehensive goals for measuring success. ▪ Maintain an in-depth knowledge of all products, services, equipment, internal controls and policy and procedures. ▪ Ensure compliance with all relevant regulatory requirements and conformance with policy. ▪ Administer policies and procedures and ensure compliance with applicable laws and regulations. ▪ Provide support and assistance with research for departments as needed. ▪ Review and provide guidance, coaching and education based on the results of independent control assessments, audits and exams. Prepare and provide requested documents for audits or examinations when requested. ▪ Consistently promotes the bank's core values and maintains positive relationships with all stakeholders (Employees, Board of Directors, Customers) ▪ Annually participate in budgeting process for area(s) of responsibility. ▪ Responsible for all bank facilities (leased or owned). ▪ Completes any assigned training in a timely manner. OTHER DUTIES The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ▪ Bachelor's degree (B.A./B.S.) or in Business, Management, or related discipline; Master's degree preferred. ▪ Six to eight years related experience; three to five years in senior management, preferably in the banking industry. ▪ An equivalent combination of education and experience may be accepted as a satisfactory substitute for the specific education and experience listed above. ▪ Advanced knowledge of operations, compliance, regulations, policies, procedures and processes. ▪ Experience in developing leaders and developing strategic plans for growth. ▪ Ability to motivate and lead a team, coordinate internal and external resources and achieve measurable results against goals. ▪ All officers will be expected to demonstrate excellent interpersonal skills and a commitment to high quality personal service to our customers and to other departments and employees within the bank. All officers should have good communication skills and be willing to pursue appropriate continuing education. ▪ Outstanding organizational and time management skills. ▪ Adaptive thinking and a strong, critical mindset; ability to think strategically regarding all bank operations. ▪ Strong business acumen and presentation skills; effective communication skills, with the ability to present complex financial information to stakeholders. ▪ Highly proficient at project planning, budgeting, and oversight. ▪ Forward-thinking and adaptable to dynamic situations. ▪ Detail-oriented with a high level of accuracy. ▪ Excellent analytical and problem-solving skills. ▪ Advanced Microsoft Office skills ▪ Exhibits Champlain National Bank core values.
    $134k-168k yearly est. 4d ago
  • VP of Digital/eCommerce

    Orion 4.8company rating

    New York, NY jobs

    Orion's mission is to transform longevity through sleep. Orion just raised an $18m Seed Round and is founded by unicorn founders who have built & sold companies for combined $2 billion+. Orion's smart sleep system uses AI to make 6 hours of sleep feel like 10 and the company is positioned to disrupt the $100 billion preventative health market. Role Description We're looking for a VP of Digital & eCommerce to lead all things digital-from strategy to execution. You'll oversee site performance, conversion, user experience, digital marketing, funnel optimization, and own the full customer lifecycle across DTC channels. As a key member of the leadership team, you'll be responsible for building a high-converting digital ecosystem that drives customer acquisition, engagement, and long-term value. Key Responsibilities Own and drive the end-to-end digital strategy across eCommerce, performance marketing, site, mobile, retention, and analytics Lead optimization of the website and checkout experience to increase conversion and average order value Manage full eCommerce P&L, including revenue forecasting, budget allocation, CAC/LTV tracking, and unit economics Partner with Product, Brand, and CX teams to ensure seamless and engaging digital experiences Implement tools, technologies, and best practices to scale DTC growth efficiently Oversee performance marketing campaigns (paid search, paid social, affiliates, influencers) in partnership with internal teams and agencies Build out the digital growth team as the company scales Ideal Candidate Profile 8-10+ years of experience in DTC eCommerce, ideally in health tech, wellness, fitness, or consumer electronics Proven track record of scaling eComm businesses from early-stage to $50M+ Deep understanding of CRO, funnel optimization, UX/UI, and performance media Analytical thinker with strong command of data, A/B testing, and attribution Comfortable in scrappy, high-growth environments with a focus on execution Experience managing cross-functional teams and third-party partners Passionate about sleep, health, and using technology to improve lives
    $144k-208k yearly est. 2d ago
  • SAP Managing Partner

    Tata Consultancy Services 4.3company rating

    Edison, NJ jobs

    Seeking a dynamic and experienced SAP Solutions lead and drive deals of SAP S/4HANA RISE with SAP S/4HANA Cloud, private edition (RISE with SAP) and SAP S/4HANA Cloud, public edition (GROW with SAP) solutions. Play a pivotal role in shaping sales strategy and helping our customers realize the full potential of these innovative cloud solutions. Responsibilities: ESU MFG Lead Solutions Architect: - Solution Consulting: Deeply understand SAP S/4HANA Brownfield and Bluefield solutions, including their technical capabilities, business benefits, and value proposition. Lead an opportunity through its end-to-end lifecycle from Solution perspective and be responsible for clarifications, authoring and the estimate. Solution validations and approval of the estimate from different stakeholders. Submission and subsequent oral presentation to the customer. Authoring of the SOW and handover to Delivery for deployment. - Customer Engagement: Engage with potential customers to identify their business needs and challenges and articulate how SAP S/4 HANA Solutions can address them. Drive sales opportunities from initiation to closure. Interact with customers to understand business process and requirement translate the understanding to create SAP solution enabling world class best practices using TCS proprietary accelerators and methodology - Solution Demonstrations: Conduct compelling product demonstrations, showcasing the key features and benefits of SAP S/4HANA. Stay informed about industry trends, competitor offerings, and market dynamics to effectively position our solutions. - Proposal Development: Lead the sales team to develop compelling proposals that align with customer requirements and our value proposition. Presenting designed solutions and proposals to the customer in a convincing and effective manner. Crafting Best Fit solutions with optimal estimations. Responsible for Authoring proposals and customer presentations for SAP S/4HANA migration through System Conversion (Brownfield) and Selective Data Migration (Bluefield), Application Development, Rollouts and Application Support Maintenance Engagements - Competitive Analysis: Stay informed about industry trends, competitor offerings, and market dynamics to effectively position our solutions. - Customer Success: Work closely with the customer success team to ensure a smooth transition and ongoing customer satisfaction. Base Salary Range: $250,000 - $275,000 per annum TCS Employee Benefits Summary: Discretionary Annual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
    $250k-275k yearly 1d ago
  • Vice President - Cybersecurity Incident Response Team Lead

    CrÉDit Agricole CIB 4.9company rating

    New York, NY jobs

    The Cybersecurity Incident Response Team Lead is a leadership role responsible for leading and enhancing the bank's Security Operations strategy. The Cybersecurity Incident Response Lead will oversee the incident response and threat intelligence programs to safeguard critical assets and data. The ideal candidate will combine technical expertise, operational efficiency, and a strategic mindset to mitigate risks and ensure compliance with regulatory requirements. This role requires exceptional leadership, technical skills, and communication skills to drive cross-functional collaboration and instill a culture of security across the organization. Key Responsibilities Strategic Leadership Develop and execute a comprehensive security operations strategy aligned with the bank's risk appetite and business objectives. Provide thought leadership on emerging cyber risks and recommend proactive measures to mitigate them. Serve as a trusted advisor to executive leadership, management committees, and the board on cyber risk issues. Define, maintain, and report operational metrics to evaluate Security Operations program performance, effectiveness, and adherence with organizational and regulatory requirements. Incident Response and Crisis Management Direct and manage Americas Cyber Security Incident Response Team (CSIRT) to ensure timely monitoring, detection, and response to threats. Lead the development and execution of the bank's incident response plan and associated playbooks Coordinate responses to security incidents, ensuring minimal impact and quick recovery. Establish and maintain a threat intelligence program to proactively identify and respond to emerging threats. Process and Technology Optimization Evaluate, implement, and optimize security processes and technologies to enhance detection and response capabilities. Collaborate with IT and engineering teams to integrate security into systems and processes. Stay updated on emerging technologies and recommend solutions to address evolving threats. Regulatory Compliance and Audit Readiness Ensure adherence to cyber risk management regulations, including FFIEC and other applicable laws. Represent the bank during regulatory examinations, audits, and executive presentations on cyber risk topics. Maintain thorough documentation to demonstrate adherence to policies and standards. Team Leadership and Development Build and mentor a high-performing security operations team. Provide training and development opportunities to ensure team members stay current in the field. Foster a culture of accountability, collaboration, and continuous improvement Core Competencies Ability to work at both a strategic and tactical level, focusing on the broader picture while driving execution. Ability to manage multiple initiatives simultaneously, determine prioritization, and work under minimal supervision. Awareness of latest Information Security risks. Comfort working in a highly global, diverse, and hybrid (office and virtual) work environment. Strong technology, information security, and investigation skills. Strong communication and documentation skills. Knowledge of business, regulatory, and compliance requirements in the financial services industry Qualifications/Education Required: Bachelor's degree in Cybersecurity, Information Technology, Business Administration, or a related field. Advanced degree (MBA, MS) is strongly preferred. Relevant industry certifications (CISSP, CISM, GIAC) are strongly preferred. Experience Required: Minimum 10+ years of experience in information security or related field. At least 3 years of experience in a senior leadership role within the banking or financial services industry strongly preferred Competencies Required: Incident Management: Ability to analyze, prioritize, and manage security incidents effectively. Strategic Thinking: Ability to align cyber risk initiatives with business objectives Communication and Documentation: Strong ensure thorough documentation and clear communications over security operations activities. Leadership and Team Management: Proven track record of building and leading high performing teams Industry Thought Leadership: Recognized as a subject matter expert in the cybersecurity or risk management space Regulatory Compliance: Expertise in navigating banking regulations Skills & Knowledge Requirements: Technical Knowledge: Strong knowledge with information security technologies such as SIEM, SOAR, EDR, NDR, etc. Investigations: Strong knowledge with leading security investigations. Cybersecurity Frameworks: Deep understanding of frameworks such as NIST Cybersecurity Framework Policy and Procedure Development: Proficiency in drafting and enforcing policies, procedures, and playbooks.
    $158k-219k yearly est. 3d ago
  • AVP Data Modeling and Anaytics

    HSBC 4.9company rating

    New City, NY jobs

    In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share. Analytics, Digital and Architecture (ADA) is a recently established function within Global Finance. ADA's aim is to be the pioneering force shaping the future of analytics, engineering, and innovation to empower insight and strategic decision making in Finance. ADA is a globally diverse team. The ADA Analytics team aims to ensure that Finance develops models, methodologies and other analytics that bring tangible benefit to the users, housed within a robust framework and compliant with regulatory rules. As our AVP, Modeling and Analytics you will: Manage the model life-cycle, while engaging with business and finance teams Ensure that the models continue to be fit for purpose via establishing an effective model validation framework Maintain documentation and control for models in line with internal policies and regulatory guidance Onboard and maintain models on internal model execution platforms Working with business partners to provide financial and technical analysis and recommendations regarding current and/or proposed PPNR models Working with businesses, risk and finance teams to submit and validate data and analyze the consolidated results Development/enhancement of models, methodologies and infrastructure across Finance predominantly related to forecasting, stress testing You´ll likely have the following qualifications to succeed in this role: Minimum qualifications: Advanced (masters or PHD equivalent) degree in a quantitative (e.g. science, mathematics, engineering, econometric, financial engineering) field. Experience in developing timeseries, regression models Proficiency in Python with experience using libraries like NumPy, Polars, Scikit-learn, TensorFlow and PyTorch Strong ability for problem solving and attention to detail Strong communication, analytical, and presentation skills Good to have: 5+ years of relevant work experience Knowledge of bank stress testing and CCAR requirements Experience building machine learning models Commercial acumen - good knowledge of Banking products and its dynamics, conceptual soundness of related financial ratios, P&L and drivers Ability to operate in a fast-paced environment and with all levels of internal and external management and government regulators As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
    $119k-162k yearly est. 2d ago
  • Director of Business Operations

    Connecticut Innovations 3.9company rating

    New York, NY jobs

    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: Director of Business Operations Reports to: SVP Business Operations 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 are seeking an experienced Director of Business Operations to lead our internal initiatives and facilitate continued growth through strategic operations and process management. This role will be instrumental in optimizing our internal processes and technology ecosystem while ensuring seamless integration with our proprietary hospitality technology platform. The ideal candidate will combine deep technical expertise in operational technologies, a proven track record of establishing scalable, resource-efficient processes and strong leadership skills with a passion for the hospitality industry. Key Responsibilities Strategic Leadership Develop and execute comprehensive business operations strategy to improve Efficiency Metrics (time to activation, time to first content, time to payment) by 10% Coordinate with product, tech/engineering, sales, and customer success teams to optimize systems performance and consistency Drive innovation, including AI, in our infrastructure to become more scalable, repeatable, and sophisticated, including process automation. Technical Operations Management Oversee end-to-end ad campaign management including trafficking/account setup, process optimization, troubleshooting and problem resolution and reporting Maintain a mastery of our internal tools and systems, including our CRM, Customer Support/Ticketing systems, project management and internal reporting/analytics platforms Ensure accurate, scalable data processing, reporting and billing processes across all customers Establish and maintain a system of regular process/technology audits to ensure compliance with all internal and external SLAs and customer commitments Proactively identify and implement process and technology improvements to provide outstanding experiences and outcomes for our hospitality customers and distribution/content partners Lead the implementation of new products and services as defined by our leadership team Ensure the timely and satisfactory resolution of any customer issues or escalations as identified by the Sales or Customer Success teams Team Leadership & Development Build and manage a high-performing team including platform ops specialists, data processing personnel and billing analysts Mentor team members on hospitality industry best practices and emerging technologies Foster a culture of continuous improvement and data-driven decision making Client & Revenue Focus Partner with Sales, Product, Distribution, Strategy and Customer Success teams to support new business opportunities and client retention initiatives Develop robust platform operations processes that enhance client experience and drive account growth Create and present performance reports and strategic recommendations to hospitality clients and internal stakeholders Required Qualifications Bachelor's degree in Marketing, Business, Economics, Engineering, or related field 6+ years of experience in digital advertising operations with 3+ years in leadership roles Proven expertise with major CRM and operations platforms (Hubspot, ChurnZero, etc.) Experience with hospitality, travel, or advertising technology preferred Strong understanding of hotel technology space Excellent analytical skills with proficiency in data analysis tools and SQL Outstanding communication and presentation skills with ability to translate technical concepts for non-technical stakeholders Preferred Qualifications Experience scaling operations at high-growth technology companies Knowledge of hospitality industry dynamics, booking funnels, and guest journey optimization Background with hotel PMS systems, booking engines, or hospitality technology platforms Certifications in Google Ad Manager, programmatic platforms, or relevant ad tech tools Experience with privacy regulations (GDPR, CCPA) and their impact on hospitality advertising Why Curacity? You'll join an award-winning, fast-growing team at the intersection of luxury travel and cutting-edge adtech, with the opportunity to shape the future of hospitality marketing. What We Offer 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 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.
    $109k-204k yearly est. 3d ago
  • 10073828-WD-Red Team Operator, Assistant Vice President

    MUFG 4.1company rating

    Tempe, AZ jobs

    Being part of the red team provides you with the opportunity to work on the cutting edge of cybersecurity and help drive the improvement of detection capabilities as well as strengthening of defenses to improve our overall security posture. The role also offers you with the opportunity to lead and mentor junior team members and provide guidance on complex projects. Major Responsibilities Developing guidelines for the usage, control, maintenance and audit-readiness of information and computer resources that are used in the distributed processing environment. Analyzing and addressing customer security requirements for all business applications existing on a distributed platform. Assisting in the evaluation, selection, and installation of security software products for distributed platforms. Identifying distributed systems security issues as they arise and coordinating with the security architect to ensure that issues are addressed and resolved in a timely basis. Conduct tactical assessments that require expertise in social engineering, application security (web and mobile), physical methods, lateral movement, threat analysis, internal and external network architecture and a wide array of products Document and formally report testing initiatives, along with remediation recommendations and validation Maintain tools and scripts used in penetration-testing and red team processes Conduct research into real-world threat actor tactics, techniques, and procedures (TTPs) and apply that knowledge to Red Team Exercises Assess new technologies, software applications, and devices for potential avenues of exploitation Develop exploits based on identified vulnerabilities Develop scripts, tools, or methodologies to enhance Red Team processes Work with teammates to consistently learn and share advanced skills and foster team excellence Qualification Bachelor's Degree in Computer Science or related fields; applicable specialized training; or equivalent work experience - equally preferable Certified Information Systems Security Professional (CISSP), Global Information Assurance Certification (GIAC), Certified Information Systems Auditor (CISA), Certified in Risk and Information Systems Control (CRISC), Certified Information Security Manager (CISM), OSCP, OSCE, GWAPT, or other security certifications desired Understanding of one or more compliance frameworks: NIST, FFIEC, GLBA, SOX, PCI, etc. 5-7 year of experience conducting penetration-testing/red team engagements Experience in planning and executing advanced attacks that evade network and endpoint security controls to demonstrate the potential adverse impact caused by a threat actor Experience with implementing red team assessment methods, tools, and techniques Experience identifying and exploiting common web-application vulnerabilities, such as: SQL Injection, DOM Manipulation, Authorization System Bypass, Design Logic issues, bounds checking, role & access validation, and filter evasion. Experience handcrafting/dissecting HTTP conversations Experience in developing, extending, or modifying exploits and offensive security tools (shellcode, implants, reflective loaders, etc.), as well as operational experience exploitation, lateral movement, and persistence on Windows and Linux systems, bypassing preventative and detective endpoint and network security controls, C2 frameworks (Cobalt Strike and Metasploit), using common offensive security tools (nmap, CrackMapExec, Impacket, Responder, etc.) The typical base pay range for this role is between $110K - $135K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below. MUFG Benefits Summary
    $110k-135k yearly 3d ago
  • Application Management Services (AMS) Director

    Impact Advisors 4.0company rating

    Chicago, IL jobs

    About Us Impact Advisors, LLC is a nationally recognized healthcare management consulting firm delivering Best in KLAS advisory, implementation, and optimization services. We are driven by a commitment to exceed client expectations and are proud to be a trusted partner to many of the nation's leading healthcare organizations. Our mission to drive patient-centered, value-driven outcomes has earned us prestigious industry accolades. To learn more about us, visit ************************ Job Summary The Application Managed Services Director is responsible for the strategy, oversight, and management of the delivery of EHR application support services at Impact Advisors. This person will lead our Quality Center of Excellence, oversee reporting and metrics, develop our tech-forward strategy, and ensure adherence to IT Service Management (ITSM) best practices and SLAs while driving continuous improvement in service quality. Key Responsibilities Service Delivery Management & Reporting Oversee the end-to-end delivery of IT services to clients, ensuring SLAs (Service Level Agreements), OLAs (Operational Level Agreements), and KPIs (Key Performance Indicators) are consistently met or exceeded across all clients. Work with engagement leaders to understand client reporting requirements. Monitor and audit processes to ensure compliance with internal and external standards. Direct developers on the development and maintenance of reports for internal purposes and client presentations. Report Service Delivery trends regularly to AMS leaders and managers for follow up, training, and communication. Participate in onboarding new clients and advise on best practices for ITIL and workflows balancing firm and client interests. Lead or collaborate on the development of new service offerings as they integrate with service delivery management. Quality Center of Excellence In partnership with AMS Leaders, develop and operate an industry leading quality management framework to monitor and improve service delivery across multiple clients. Conduct root cause analysis (RCA) for major incidents and recurring issues, driving corrective actions and preventive measures. Lead continuous service improvement initiatives to enhance service quality and client satisfaction. Gather feedback through surveys, meetings, and other channels to identify areas for improvement. Drive the adoption of technology, automation, and other best practices to improve service efficiency and reduce manual intervention. Client Relationship & Communication Support engagement leaders in conducting regular service review meetings with clients to discuss performance, improvements, and future service needs. Provide timely and transparent communication on service status, incidents, and planned changes. Prepare and present service performance reports, highlighting trends, risks, and opportunities for improvement. Manage client expectations and ensure alignment between service delivery and business objectives. Team Leadership & Collaboration Lead and mentor a team of engagement leaders and service delivery professionals, fostering a culture of accountability and continuous learning. Collaborate with business development and engagement leaders to identify opportunities for service expansion and upselling. Coordinate with external vendors and partners to ensure seamless integration and delivery of services. Promote a customer-first mindset across the organization, emphasizing the importance of quality and service excellence. Qualifications Education & Experience Bachelor's degree in Information Technology, Business Administration, or a related field (Master's degree preferred). 7+ years of experience in IT Service Management or Service Delivery, preferably within a Managed Service Provider (MSP) or IT outsourcing environment. Proven experience managing client relationships and delivering IT services aligned with ITIL best practices for large organizations. Skills & Competencies Strong knowledge of ITIL frameworks (ITIL 4 certification preferred). Experience with ITSM tools (e.g., ServiceNow, BMC Remedy, or similar). Strong Technology and platform integration skills (AI, chatbots, automation tools, Microsoft Copilot). Strong reporting skills, (Power BI or similar business intelligence tools) Excellent problem-solving, analytical, and decision-making skills. Exceptional communication and interpersonal skills, with the ability to manage client relationships and lead cross-functional teams. Strong project management skills, with the ability to handle multiple priorities and deadlines. Experience with quality management frameworks (e.g., ISO 9001), process improvement (Lean Six Sigma), etc. Key Performance Indicators (KPIs) SLA and OLA compliance rates Customer satisfaction (CSAT) and Net Promoter Score (NPS) Incident resolution and change implementation times Quality audit scores and process compliance rates Implementation of technical innovations to improve quality or efficiency Additional Information Ability to travel to client sites, as needed. Work schedule is typically M-F. This role reports to the Managed Services VP. At Impact Advisors, we prioritize transparency and equity in our compensation practices. This role has a salary range of $150,000 - $190,000 and may also be eligible for an annual bonus. This range accounts for various factors, including skills, experience, training, certifications, and organizational needs. Our People and Culture At Impact Advisors, we cultivate a caring, fun, honest, and autonomous work environment. Our success stems from our associates' dedication and a shared mission to create a “Positive Impact.” We embrace diversity and inclusion, fostering an environment where all employees feel valued and empowered. Join Impact Advisors and make a real difference in healthcare.
    $150k-190k yearly 4d ago
  • Director of Finance and Business Transformation

    Wiss 4.4company rating

    Florham Park, NJ jobs

    We are seeking a forward-looking, client-facing leader to join our Advisory team. This role will help small and mid-sized enterprises modernize their finance and operations by integrating advanced technology, data strategy, automation, and AI. Working directly with business stakeholders, this leader will shape digital strategy, elevate business intelligence, and build scalable systems. The ideal candidate blends deep technical expertise with business acumen and executive presence, driving measurable improvements in efficiency, profitability, and long-term value. The expectation is this position will be onsite a minimum of 3 days a week, 4 is most ideal. Compensation is outlined below. LOCAL CANDIDATES ONLY! Client facing/consultative experience is required with true hands-on DATA experience. Core Responsibilities: Build, mentor, and scale a high-performing team of BI, data, and transformation professionals to deliver end-to-end services-including process optimization, system implementation, data strategy, and advanced analytics-that drive operational efficiency and strategic decision-making. Execute a growth strategy for the Business Intelligence & Transformation practice, including revenue targets, scalable offerings, and strategic partnerships. Represent the firm in the marketplace through thought leadership, networking, and client acquisition. Guide clients through digital transformation journeys, including process redesign, automation adoption, and data modernization. Serve as a trusted advisor, balancing immediate tactical fixes with long-term transformation roadmaps. Lead executive discovery sessions with CEOs, CFOs, and business owners to identify finance and operations challenges and transformation opportunities. Facilitate deep-dive workshops with client stakeholders to map current-state finance and operations processes, identify gaps and inefficiencies, and design future-state workflows that enable scalability, automation, and stronger decision-making. Solution Architect and oversee implementation of ERP, and operational systems that unify accounting, FP&A, procurement, inventory, and reporting functions. Leverage AI and automation to streamline repetitive finance and supply chain workflows, enhance forecasting, and improve decision-making. Develop advanced FP&A and forecasting models and KPI dashboards that support strategic decision-making and performance tracking (driver-based planning, scenario analysis, working capital optimization). Integrate ERP, data warehouses, and BI tools for real-time visibility into cash flow, margins, supply chain performance, and KPI's. Translate complex technical solutions into actionable business strategies for executive stakeholders. Collaborate with internal and external teams to deliver projects from design through execution, ensuring measurable outcomes. Continuously monitor technology trends introducing innovations that create client advantage. Required Qualifications: Bachelor's degree in Computer Science, finance, accounting or related field. 10+ years of experience in technology advisory, finance transformation, or solution architecture. Prior experience in an accounting, advisory, or consulting firm. Strong client-facing consulting experience, ideally with small/mid-market companies across multiple industries. Proven expertise in ERP platforms (NetSuite, Sage Intacct, Dynamics, Acumatica, Rillet, Deltek, Yardi) and relevant integrations. Proven expertise in FP&A platforms (Anaplan, Adaptive Insights, etc.) and integrations. Familiarity with automation platforms, AI tools, and modern data/BI ecosystems. Deep understanding of finance processes (P2P, O2C, R2R, FP&A) and operational areas like procurement and inventory. Exceptional executive communication, facilitation, and problem-solving skills. Ability to lead cross-functional teams across finance, operations, and technology. Demonstrated use of AI and automation tools within finance, operations, or customer workflows. Track record of developing digital strategies or AI readiness assessments. Industry exposure to real estate, construction, SaaS, professional services, or consumer goods is preferred. Compensation: Target Salary - $250-$300k (commensurate with experience) + discretionary bonus and comprehensive benefits including 401K. "Wiss is committed to fostering a welcoming community. We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work. Applicants must be authorized to work for any employer in the U.S. This policy applies equally to applicants regardless of national origin. We are an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status. To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.
    $250k-300k yearly 3d ago
  • AVP, Data Scientist

    Firstkey Mortgage, LLC 3.8company rating

    New York, NY jobs

    Company Background FirstKey Mortgage, LLC ("FKM") is one of the world's leading private label securitization and asset management firms. We are a boutique financial services company with a primary focus on the buying and securitizing of residential mortgage and consumer loans. Since inception, FKM has excelled in supporting loan acquisitions, securitizing, and managing real estate and other related assets in the U.S. and Europe. Established in 2013, FKM is a portfolio company of Cerberus Capital Management and has participated on over $80+ billion rated securitization transactions across 85 bespoke ABS/MBS deals globally. FKM employs approximately 45 mortgage banking professionals and is headquartered at 900 Third Avenue in midtown Manhattan. Our officers and directors have an average of 20+ years industry experience. FKM strives for business excellence and superior execution with the following critical functions: Managing the loan bidding processes which includes data mapping and ingestion, loan payment history analysis and detailed communication with multiple counterparties. Efficient loan document review using machine learning and optical character recognition. Vetting of loans for any issues with lending laws, taxes, or underlying collateral value. Payment collection, surveillance, and loss mitigation once the loan is purchased. Securitization of loans into bonds and marketing these assets to institutional investors. Job Description and Responsibilities The Data Scientist will support the strategic use of data to drive well-informed business decisions. Reporting to the Head of Research and Analytics, this role focuses on translating complex real estate data into actionable insights, building predictive models, and developing analytical tools that support investment, operations, and market strategy. The ideal candidate combines strong technical expertise in data science with an understanding of real estate market dynamics. Collect, clean, and analyze market, resident and property datasets to support business strategy. Conduct geospatial analyses to identify market trends and high-potential investment opportunities. Build and maintain predictive models to forecast property values, rental yields, and investment risks. Develop dashboards and visualizations to communicate insights effectively to stakeholders. Monitor and refine analytical models to maintain accuracy and relevance over time. Stay current on real estate trends and emerging data science methodologies to enhance analytics capabilities. The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by FKM in its sole discretion. Qualifications FKM seeks to hire individuals who are highly motivated, intelligent and have demonstrated excellence in prior roles. The successful candidate should have: Bachelor's degree in quantitative field such as Statistics, Mathematics, Computer Science or Engineering 3-5 years of experience in data analysis, data science, or analytics, preferably in real estate. Strong proficiency in programming languages such as Python, R, and SQL; experience with CoreLogic, MLS, HMDA and transaction data strongly preferred Exceptional analytical skills with strong attention to detail and the ability to translate data into actionable insights. Proactive problem-solver with effective communication skills and the ability to manage multiple priorities. Compensation The base salary for this position is expected to be between $125,000 and $175,000 annually. The base salary offered to the chosen candidate will be commensurate with a candidate's relevant experience and other qualifications for the position, as determined by FKM in its sole discretion. In addition to base salary, this position is eligible for an annual discretionary bonus, which is often a meaningful portion of the compensation package, and a comprehensive benefits package.
    $125k-175k yearly 4d ago
  • Crisis & Incident Management Lead - Operational Resilience - Vice President

    CrÉDit Agricole CIB 4.9company rating

    New York, NY jobs

    The VP, Crisis & Incident Management Lead is responsible for the strategic leadership and operational execution of the Bank's crisis and incident management program across the Americas. As part of the Operational Resilience team, this individual will ensure that the bank can effectively prepare for, respond to, and recover from a broad range of disruption scenarios, including: Technology and cyber incidents Third-party or supply chain failures Natural disasters (e.g., hurricanes, earthquakes, wildfires) Manmade disruptions (e.g., civil unrest, mass transit outages, workplace violence) Geopolitical events (e.g., war, political instability, sanctions-triggered disruptions) Pandemic or public health crises Infrastructure outages (e.g., power, telecommunications, water supply) The role will build a resilient culture through a proactive, risk-informed approach that integrates cross-functional crisis response, regulatory compliance, real-time command and control, and continuous improvement. The VP will serve as a senior escalation point for major incidents, lead the regional crisis response for significant incidents, and escalate where needed to the firmwide crisis governance forums. The role reports directly to the Head of Resilience Management for the Americas and works closely with stakeholders across Technology, Risk, Cybersecurity, Legal, Communications, and Regulatory Affairs to embed a culture of resilience and readiness. Key Responsibilities Strategic Leadership Develop and lead a crisis and incident management strategy aligned to the bank's operational resilience framework and key business services. Translate regulatory expectations (e.g., FFIEC, DORA, OCC, PRA) into actionable, risk-informed response strategies. Establish and manage governance forums and escalation protocols for crisis and incident oversight. Support the definition and testing of impact tolerances and maximum tolerable downtimes (MTD/MTLD) in partnership with Operational Resiliency Testing Lead, Business, and Technology stakeholders. Incident Response and Crisis Management Act as the lead coordinator during regional crises, ensuring structured, timely, and effective command, control, and communications. Maintain and continuously improve incident response plans, escalation playbooks, crisis decision trees, and communication protocols. Ensure that major incidents-including those involving third parties and cyber events-are managed in line with regulatory requirements. Integrate internal communications tools and channels into a unified communications strategy. Maintain and operate an auditable major incident log, with clear decision documentation, timelines, and actions taken. Process and Technology Optimization Drive optimization of incident response processes using data analytics, metrics and automation opportunities. Ensure response tooling (e.g., incident management platforms, emergency notifications) is current, well-trained on, and continuously improved. Partner with Cyber, Technology, and Ops teams to align response processes and eliminate gaps in cross-domain coordination. Regulatory Compliance and Audit Readiness Ensure full compliance with FFIEC, DORA, OCC, PRA Lead regulatory and internal/external audit preparation, ensuring crisis and incident management capabilities are evidenced through documentation, logs, post-incident reviews, and impact tolerance testing results. Integrate third-party and cyber risk response coordination into incident response playbooks, ensuring vendor engagement and joint response capabilities are embedded and tested. Conduct formal Root Cause Analysis (RCA) and post-incident reviews, identifying systemic issues and implementing corrective actions. Team Leadership and Development Lead and mentor a high-performing team of crisis and incident managers, driving a culture of excellence, continuous learning, and cross-functional collaboration. Develop training programs for crisis response teams and executive stakeholders, including annual crisis simulations, tabletop exercises, and cross-jurisdictional response testing. Support team growth, succession planning, and skills development to future-proof the bank's resilience capabilities. Core Competencies Crisis Leadership Demonstrated ability to lead complex incident response efforts across business, technology, cyber, and third-party domains. Ability to manage multiple initiatives simultaneously, determine prioritization, and work under minimal supervision. Strategic Vision Ability to define and execute crisis and incident management programs aligned with regulatory and business objectives. Ability to work at both a strategic and tactical level, focusing on the broader picture while driving execution. Regulatory Acumen Deep understanding of financial compliance requirements and regulatory frameworks, including FFIEC, DORA, PRA and OCC. Operational Discipline Skilled in developing response processes that are scalable, measurable, and auditable. Influence & Communication Strong ability to engage and influence executive leadership and cross-functional teams under pressure. Continuous Improvement Embeds lessons learned, metrics, and feedback loops into the resilience lifecycle. Soft Skills & Leadership Strong leadership and project management skills. Excellent communication and stakeholder management skills, with the ability to influence technical and non-technical teams. Analytical mindset with a proactive approach to problem-solving and risk mitigation. Ability to thrive in a fast-paced, high-stakes environment with competing priorities Comfortable working in a highly global, diverse, and hybrid (office and virtual) work environment Strong communication and documentation skills. Experience Essential Minimum 10+ years of experience in crisis/incident management, operational resilience, or business continuity. Experience leading cross-border incident response and regulatory engagement Experience Desirable At least 3 years of experience in a senior leadership role within the banking or financial services industry. Education Essential Bachelor's degree in Risk Management, Information Technology, Business Continuity, or a related field. Education Desirable Advanced degree (MBA, MS) is strongly preferred. Relevant industry certifications (CBCP, MBCI, CRISC, CISM, ITIL, or Certified Incident Manager) are strongly preferred. Required Skills Technical Knowledge: Strong knowledge with incident management technologies such as notification tools, risk intelligence and analysis, etc. Incident Management Frameworks: Deep understanding of frameworks such as NIST, FFIEC, DORA, PRA, OCC, etc. Policy and Procedure Development: Proficiency in drafting and enforcing policies, procedures, and playbooks. Desired Skills Automation and AI-based incident response triggers Advanced dashboarding and incident trend analysis
    $148k-201k yearly est. 3d ago
  • Assistant Vice President, Test Analyst

    CLS Group 4.8company rating

    Iselin, NJ jobs

    About CLS: CLS is the trusted party at the centre of the global FX ecosystem. Utilized by thousands of counterparties, CLS makes FX safer, smoother and more cost effective. Trillions of dollars' worth of currency flows through our systems each day. Created by the market for the market, our unrivalled global settlement infrastructure reduces systemic risk and provides standardization for participants in many of the world's most actively traded currencies. We deliver huge efficiencies and savings for our clients: in fact, our approach to multilateral netting shrinks funding requirements by over 96% on average, so clients can put their capital and resources to better use. CLS products are designed to enable clients to manage risk most effectively across the full FX lifecycle - whether through more efficient processing tools or market intelligence derived from the largest single source of FX executed data available to the market. Our ambition to make a positive difference starts with our people. Our values - Protect, Improve, Grow - underpin everything that we do at CLS and define and shape a supportive and inclusive working environment in which everyone is encouraged to be open and forward-thinking Job information: Functional title - Test Analyst Department - Global Testing Services Corporate level - Assistant Vice President Report to - Director, Global Testing Services (Settlement Portfolio) Location - New Jersey - Metropark Expected full-time salary range between $130,000 - $150,000 + variable compensation + 401(k) match + benefits. Note: Disclosure as required by NY Pay Transparency Law of the expected salary compensation range for this role. What you will be doing: Taking responsibility for the project testing activities. This includes: Reviewing requirements, solution, design and other project specific technical documentation Reviewing Test documentation Providing resource and test effort estimation Contributing to the Project Test Plan (with re-planning where necessary) Analysing requirements and technical solutions in order to write Test Strategies for planned levels / phases of testing Producing Test Strategy and other project specific Test documentation Monitoring team's progress on allocated tasks Producing (or assist in producing) Requirements Traceability Matrix, Test Scenarios and Test Scripts Performing (or assisting in) Test Execution Performing the Defect Manager role for assigned projects Identifying and escalating Risks / Issues / Dependencies Providing regular progress reports to Project and GTS Management Liaising with project stakeholders (internal to CLS and third party) to address for example knowledge gaps, queries and any other such dependencies Attending / arranging meetings, workshops Providing training and assistance to testers to ensure they are following testing and defect reporting processes. Assigning and conducting day-to-day monitoring of the project test team's assigned projects, tasks, and activities Performing test execution as required; testing the application to ensure it is working as specified, including use of test cases or on an ad-hoc basis, reporting defects and other issues found during testing in the defect tracking system Ensuring testing commitments are met within the project test team and monitoring for potential impacts to target dates or other Projects. Communicating potential impacts to target dates to the Project test lead Managing the JIRA (defect tracking) database for all testing phases (update, follow-up and escalate overdue issues). Reviewing and estimating requirement change requests Reviewing and validating test results and defect reports by the Test Executers Contributing in daily and weekly testing status meetings with the project test team, and the overall Project team Main project will be related to the CLS Settlement service Supporting testing/training activities. This includes: Taking responsibility for the support for other departments' use of the testing environments, where required. For example - assisting business staff in performing UAT Sharing technical knowledge within the team Following, implementing and maintaining processes and procedures for QA and Testing activities. This includes: Test analysis and Preparation processes Defect Management Reporting process Test Execution processes Identifying and advising on improvements to processes What we're looking for: Professional Experience Software Testing experience in the 'Financial Services' business domain (preferably in FX, Payment - RTGS, SWIFT) Extensive Software Testing experience, including roles within at least 5 medium to large projects Experience as a customer managing the delivery of at least one medium to large new system/ project (or a major enhancement of an existing operational system) from a Third-Party IT Vendor Experience of managing or working with teams within an offshore service model Experience in producing various Test artefacts including Test Strategy / Plans, Test Scenarios, Test Scripts Experience in Defect Management Experience in XMLs and database interrogation using SQL, Linux/Unix Familiarity with the CLS concept Familiarity with the ISO 20022 Universal financial industry message scheme. Personal Traits/Competencies Self-starter Quick learner Analytical Proactive Motivated Flexible Eye for detail Leadership capability Team player Clear communicator. Skills Desired: Good to have financial/banking domain experience. Experience in working onsite - offshore model JIRA Defect Management Tool Zephyr Test Management Tool Working knowledge of SQL and Linux/Unix Personal characteristics contributing to an individual's ability to excel in the position Good level of test experience in team leading test activities for medium to large projects Very good understanding of Test Processes and relevant Project Processes Capable of producing quality test artefacts Extensive experience working in the Financial Services business domain Good team player with excellent team / people management skills Successfully working in a high-pressure environment to tight timescales and deadlines Professional qualifications / certifications Bachelor degree in a technical field Software Test Certification (CSTE, ISTQB) Our commitment to employees: We are a small company with a big mandate, so every person is essential to our success. We are also committed to employing and retaining the most talented and dedicated people. What makes us interesting goes beyond our competitive salaries and great benefits. Our work environment is designed around quality outcomes, not output. The FX market would cease to function without our services, and we take pride in being responsible for keeping it running smoothly. We are different from other financial institutions in that we have a flatter and more transparent structure with accessible leadership. You will be seen, heard and empowered to develop your career. We are a purpose-driven organization, with an inclusive culture that focuses on doing what is right. The well-being of our people is as important to us as the resilience of our systems. In addition to encouraging our people to ‘locate for their day,' we run a range of initiatives that support employees' sense of belonging and physical, emotional and mental well-being. Our extensive benefits for employees typically include: Vacation/annual leave: 25 days in UK/Asia + 3 life days, 23 in US + 3 life days Private medical and dental cover and life insurance Generous pension contributions in the UK and Asia; matching 401(k) in the US Paid volunteer days ‘Locate for your day' hybrid working - 2 days a week in office. Access to Discover - our learning platform with 1000+ courses from LinkedIn Learning. Paid parental leave / Coaching and support services Career development / LinkedIn Learning ‘Heads down days' with no meetings on the last Friday of every month Wellbeing / Mental health support Diversity Council / Affinity groups (Women's Forum, Black Employee Network, Pride Network, Parents & Caregivers Network, Sustainability Network) Social events Awards: The Sunday Times Best Places to Work 2023 & 2024 / Big Company / The Sunday Times Awards Third place in Britain's Healthiest Workplace 2022 / Medium Company / Vitality Awards
    $130k-150k yearly 4d ago
  • AVP Java Developer

    Jefferies 4.8company rating

    New York, NY jobs

    About the Role We are seeking passionate and skilled Java Developers to join our Investment Banking Technology team. The IB Tech & CRM/Analytics team is a highly strategic and cross-functional team responsible for leading the firm's global digitalization effort. This initiative, spanning all client-facing business units and corporate functions, will drive innovation and strategic change through technology, data science, and deep analytics. The team partners with key business leaders and industry experts to build transformational technology to drive revenue, maximize efficiency, and optimize the allocation of resources. The IB Tech & CRM/Analytics team is at the forefront of Jefferies' cloud initiative, leveraging best-in-class cloud-based technologies to replace legacy on-premises solutions to provide intelligent trend insights, actionable opportunities, decision support, and transparency into all client and business-related activities. Job Highlights: Exciting and unique opportunity to be a member of our corporate IB Tech & CRM/Analytics Team, tackling our toughest and most exciting data engineering challenges across multiple divisions in Jefferies. Modern, fully cloud-native, tech stack that leverages several AWS products to orchestrate an event driven data distribution platform. Collaborate with our team of passionate and innovative data specialists, application developers and product managers. Key Responsibilities Design and develop scalable, high-performance backend systems using Java and Spring Boot. Build and maintain real-time data pipelines using Apache Kafka. Collaborate with cross-functional teams including members of the IB business. Optimize system performance and ensure high availability in a low-latency trading environment. Participate in code reviews, testing, and deployment processes. Required Skills 5+ years of experience in software development. Strong proficiency in Java (8+) and Spring Boot. Hands-on experience with Kafka for real-time data streaming. Solid understanding of multithreading, data structures, and design patterns. Familiarity with RESTful APIs, microservices architecture, and CI/CD pipelines. Experience in financial services or trading systems is a plus. Cloud experience and CRM is a significant plus Primary Location Full Time Salary Range of $120,000 - $150,000. About Us Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full time employees, paid parental leave.
    $120k-150k yearly 4d ago
  • Director, General Lines (Commercial Insurance Sales)

    USAA 4.7company rating

    Phoenix, AZ jobs

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Are you a proven sales leader with a passion for achieving results and building high-performance teams? We are seeking a dedicated Director to lead a large-scale, multi-carrier contact center team serving businesses across all 50 states. In this role, you'll provide effective coaching and support to a team of General Lines Managers and Agents with advanced knowledge of Commercial Lines Products. You'll champion a competitive sales culture focused on revenue growth, premium expansion, and multiline effectiveness. You'll also own full-funnel sales execution - managing inbound opportunities and outbound follow-ups - while demonstrating deep industry expertise to deliver exceptional outcomes. If you thrive in a fast-paced environment, excel at scoreboarding and coaching, and have a track record of exceeding high-reaching sales targets, this is your opportunity to shape the future of our commercial insurance distribution. This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site 4 days per week. What you'll do: Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Leads a team of managers to provide Commercial Lines needs assessment while employing industry knowledge of products and specialized coverages delivered through multiple Agency alliance carriers and broker markets Supports achievement of business objectives including compliance and regulatory action, revenue/growth targets, call center performance and product performance through effective management. Uses knowledge of carrier relationships, systems, sales process, and underwriting practices in a multi-carrier environment, positioning department for success. Leads transnational change in the commercial operational team. Develops and implement sales culture while maintaining service excellence. Maintains high degree of General Lines industry expertise and knowledge of business segment and industry trends to facilitate and support the technical and interpersonal skills development of manager direct reports and their teams. Responsible for achievement of business objectives including compliance and regulatory action, revenue/growth targets, call center performance and product performance through effective management. Collaborates with internal and external partners (alliance carrier underwriting, product management) to ensure quality submissions and appropriate coverage. Reviews key reporting results to include process adherence escalations and exceptions. Works with external carriers and partners, using knowledge of carrier relationships, systems, sales process, and underwriting practices in a multi-carrier environment, positioning department for success. Builds and leads a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of insurance sales and service experience to include at least 4 years of High Value insurance experience, Commercial Lines Insurance, or Agency or Brokerage experience. 2 years of direct-to-consumer sales and service experience. 3 years of management or leadership experience. 2 years of Agency or Broker experience. Understanding of Sales and Underwriting processes/practices. Experience handling multiple carrier relationships and performance with the use of carrier systems and reporting capabilities. Experience with Agency Management Systems. Ability to work in dynamic and agile environment. Ability to work in a multi-functional highly collaborative working group. Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days. What sets you apart: Experience leading large-scale contact center operations (100+ agents) with hybrid/remote workforce management and full funnel ownership (inbound and outbound follow-up) Deep expertise in multi-carrier commercial insurance sales, including operational alignment and relationship management with 20+ alliance carriers and broker markets Comprehensive knowledge of commercial Business classification and multi-state regulatory compliance, ensuring quality submissions and appropriate coverage across all 50 states Proficiency in contact center technology and CRM platforms, with a focus on optimizing sales workflows and agent productivity Exceptional leadership skills, with experience leading larger groups of leaders and developing high-performing teams through recruiting, retention, and advanced coaching strategies US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $114,080 - $218,030. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $114.1k-218k yearly Auto-Apply 4d ago

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