Vice President jobs at Prudential Bank - 8880 jobs
Corporate Development Vice President
Prudential 4.7
Vice president job at Prudential Bank
Job Classification: Finance & Accounting - Finance & Accounting Prudential Financial, a global leader in insurance, retirement and asset management, is seeking a high-caliber and experienced VicePresident of Corporate Development to join our dynamic team in Newark, NJ. This is a critical leadership role responsible for driving our inorganic growth strategies, including mergers, acquisitions, divestitures, and reinsurance transactions, which are key to shaping the future of our organization. The team's mandate covers all of Prudential's businesses, both in the United States and internationally.
The current EWA for this position is Hybrid and requires your on-site presence 3 days per week. You manager will provide additional details relative to days you are expected to be on-site.
What You Will Do
The Corporate Development team at Prudential has a proven track record, having closed over 120 transactions with an aggregate value in excess of $35 billion since its inception. The VicePresident will play a pivotal role in continuing this success by:
* Leading Transaction Execution: Manage all aspects of the M&A process from sourcing and evaluation through due diligence, valuation, negotiation, and integration planning.
* Strategic Analysis: Conduct detailed financial modeling, cash flow and return analyses, and risk assessments for potential acquisitions and divestitures, presenting findings and recommendations to business and functional leaders, as well as to Prudential's Global Leadership Team.
* Market Insight: Identify industry trends and monitor the competitive landscape within the financial services sector, specifically insurance, retirement and asset management, to uncover strategic growth opportunities.
* Relationship Management: Build and maintain strong relationships with internal stakeholders across finance, legal, risk, and business units, as well as external partners including investment banks and consultants.
* Talent Development: Mentor and provide guidance to junior team members (Associates and Analysts), fostering a high-performance culture and ensuring best-in-class M&A processes.
What You Will Need
* Experience: A minimum of 8-10 years of transaction-focused work experience in investment banking, private equity, or an internal corporate development role, preferably within the insurance, retirement, asset management, or financial services industries.
* Education: A bachelor's degree, preferably in Finance, Business, or Economics, is required. An MBA, CFA, or actuarial credential (ASA, FSA) is strongly preferred.
* Skills:
* Deep expertise in financial modeling, valuation techniques, and accounting principles.
* Proven leadership skills with experience managing complex projects and cross-functional teams.
* Exceptional communication and presentation skills, both written and verbal, with the ability to synthesize complex ideas and analysis for senior leadership.
* Strong strategic thinking, problem-solving abilities, and sound business judgment.
* Experience with the various legal, regulatory, tax and other issues common to transactions.
* Ability to work effectively in a fast-paced, deadline-driven environment.
#LI-Hybrid
What we offer you:
Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $200,000.00 to $270,500.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.
* Market competitive base salaries, with a yearly bonus potential at every level.
* Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
* 401(k) plan with company match (up to 4%).
* Company-funded pension plan.
* Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
* Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
* Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
* Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
$200k-270.5k yearly Auto-Apply 17d ago
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Vice President, Architecture
Fidelity Investments 4.6
Westlake, TX jobs
VicePresident, 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 VicePresident, 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 4d ago
Senior Commercial Real Estate Banker - VP/SVP
Wintrust Financial 4.9
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 4d ago
Principal, HashiCorp Vault Expert
Fidelity Investments 4.6
Westlake, TX jobs
In this role on the Privileged Access Management team, your primary responsibility will be to own and operate Fidelity's HashiCorp Vault application. This is an enterprise-class installation providing secrets management services to over 5,000 business unit applications. You will design, develop, and support new and improved access management capabilities that meet Fidelity's stringent cybersecurity policies and requirements. You will administer critical production environments including implementation of monitoring, upgrades, performance & capacity improvements, certifying disaster readiness, improving CI/CD with process automation, and analyzing key metrics and trends. We operate in an Agile framework where you will have an opportunity to participate in sprint planning to provide prioritization, and realistic and achievable estimates. You will also contribute towards continuous improvement efforts aimed at increasing the efficiency and velocity of the team.
The Expertise You Have and The Skills You Bring
Bachelor's degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline
5+ years of experience and demonstrated expertise with administration and operation of the HashiCorp Vault application is a requirement for this role
You have systems and application management experience on Linux/UNIX platforms
You have experience with cloud architecture and have built applications in, or migrated applications to, Amazon Web Services AWS or Microsoft Azure
You have experience with networking, firewalls, and load balancers
You have experience building automated pipelines and deploying with CI/CD technologies such as Jenkins, Git, Ansible, Chef, Artifactory, AWS Cloud Formation Templates, Terraform, EC2, Lambda, Docker/Kubernetes, and KMS
You develop advanced, customized workflows and automated processes for/with vendor applications
You have strong scripting & automation skills, specifically in Python and Ansible
You have excellent written and verbal communication skills with the ability to present to both technical and business audiences
You have demonstrated experience in leading small technical teams
You have the ability to independently perform systems design & architecture work to satisfy technical objectives and meet business requirements
The Team
In this position you will join Fidelity's Enterprise Cybersecurity business unit as a member of the Privileged Access Management team. We are a dynamic, high visibility team that provides a variety of access management services to all of Fidelity's business units. The Privileged Access Management team is comprised of engineers located in the US, Ireland, and India. We leverage an Agile operating model to install, configure, operate, and maintain a set of in-house and vendor applications providing a multitude of access management capabilities to the firm. We are a DevOps team that engages in systems engineering, software engineering, and production services support.
The base salary range for this position is $107,000-216,000 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
$68k-87k yearly est. 3d ago
Director, Quant Strategist
Fidelity Investments 4.6
Boston, MA jobs
The Role
We are looking to hire a Director, Quant Strategist to strengthen our US team. By combining hands-on quantitative research with team leadership, the successful candidate will be accountable for developing and monitoring strategies, ensuring model robustness, troubleshooting issues, and driving workflow enhancements.
This role will play a central part in driving our DeFi research efforts and requires a strong technical background, excellent problem-solving skills, and the ability to manage and mentor a small team whilst coordinating our team efforts across multiple stakeholders, and cross-regional teams.
Key Responsibilities
Strategy Research & Implementation
Conduct research into yield-oriented strategies across of a range of market structures and venues, with an emphasis on identifying risk-adjusted return opportunities
Design and run backtests to evaluate strategy performance, stress-test assumptions, and establish statistical robustness
Help deeply analyze protocols to understand mechanics, risks, and potential drivers of yield. Translate insights into research hypotheses and strategy ideas
Monitoring & Troubleshooting
Act as a first line of response for alerts, coordinating with global colleagues to escalate and resolve issues quickly
Translate lessons learned from monitoring into research and operational playbook improvements
Team Leadership
Manage and mentor a team of quants/analysts: run sprints, allocate tasks, and oversee objectives and results
Conduct code and strategy reviews, enforce testing standards, and support professional development
Foster a culture of collaboration, technical excellence, and delivery focus
Risk & Stakeholder Interaction
Present weekly PnL, risk metrics, and performance attribution to senior management
Ensure transparent communication and reporting to internal stakeholders
The Expertise and Skills You Bring
Technical Expertise
Proficiency in Python (e.g., Pandas, NumPy, PyTorch, etc.) and SQL with the ability to write production-quality, maintainable code
Strong grounding in portfolio mathematics, risk modelling and statistical methods
Experience building and maintaining research infrastructure, including data pipelines, backtesting frameworks, and related tools
Communication & Engagement
Able to distill complex models into actionable insights for technical and non-technical stakeholders
Collaborate style and effective at working across teams and time zones, fostering strong engagement with colleagues
Analytical & Research Skills
Skilled at working with large, complex, and imperfect datasets, extracting signal from noise, and applying methods ranging from classical statistics to machine learning where appropriate
Professional Experience
Typically, 10+ years of relevant experience in digital assets, and/or quantitative research
Advanced degree (Master's or PhD) in a quantitative field (e.g. Mathematics, Statistics, Computer Science, Physics, or a related discipline)
Previous experience managing or mentoring a small team of quants, developers, or researchers
Preferred Qualifications
Prior exposure to DeFi yield strategies (staking, LP, lending, re-staking)
Experience with systematic trading across traditional asset classes (equities, FX, commodities, fixed income etc.)
Demonstrated initiative in generating ideas and improving processes
Comfort working across time zones and collaborating with distributed teams
The Team
Fidelity Digital Assets is dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance. Fidelity Investments began researching blockchain technology and digital assets solutions in 2014, and years of research and development have provided us with the deep expertise necessary to build the future of finance.
Come join the Quantitative Strategies team within Fidelity Digital Assets to help grow our business initiatives within DeFi and contribute to our research and product capabilities using your insights.
The base salary range for this position is $126,000-255,000 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:Data Analytics and Insights
$126k-255k yearly 1d ago
Senior Employment Law Director - Hybrid, Global
Transunion 4.2
Chicago, IL jobs
A leading data solutions company seeks a Senior Director, Employment Attorney to lead employment law strategy and execution. This role involves providing legal counsel on various employment-related matters, managing compliance with U.S. laws, and guiding workplace culture. Required qualifications include over 10 years of employment law experience and a Juris Doctor degree. The position is based in Chicago, Illinois, with hybrid work options and offers an extensive benefits package including flexible time off, health benefits, and a 401(k) plan.
#J-18808-Ljbffr
$133k-188k yearly est. 3d ago
VP of Digital/eCommerce
Orion 4.8
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. 1d ago
Chief Executive Officer
Baltimore Community Lending 3.7
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. 3d ago
VP, Financial Consultant - New York, NY (Midtown)
Charles Schwab 4.8
New York, NY jobs
Regular
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.
Investment Professionals' Compensation | Charles Schwab
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$104k-192k yearly est. 2d ago
Investment Principal
Partners Capital 4.4
New York, NY jobs
The Investment Principal on the Client CIO team located in New York will oversee multi-asset class client portfolios. As a growing firm, we seek new team members who are dynamic and comfortable working in a fast-paced and collaborative environment.
Client Portfolio Management (Primary Focus): The Investment Principal will serve as the Chief Investment Officer (CIO) for their clients, with end-to-end management responsibility for the investment process of client portfolios. Key responsibilities include:
Investment Strategy Development & Bespoke Portfolio Management: Leveraging insights from the Firm's Central Research Team and Asset Class teams to design multi-asset class portfolio for clients, subject to client-specific constraints including (but not limited to) risk budget, liquidity and spending needs.
Client-Facing Responsibilities: Investment Principals are key day-to-day contacts for clients, across regular portfolio review meetings and ongoing portfolio dialogue. Maintaining open dialogue with clients and responding to ad-hoc requests related to, for example: external investment opportunities, charitable giving and/or estate planning.
Meeting Preparation: Directing the agenda and supporting materials for client update meetings across portfolio, performance and market / macroeconomic topics. Leading meeting discussions and responding to client questions regarding investment strategy.
Team Leadership & Development: Managing, developing and mentoring junior team members who will support the Investment Principal in their range of responsibilities.
Other (Secondary Focus): As with all other members of the Firm, the Investment Principal will take on other activities and projects that contribute to the success of the business. Examples may include: recruiting and training junior members of the team, working with our internal DEI council and business associates, and/or assisting with business development.
Key responsibilities will be regularly assessed and are subject to change from time to time based on the needs of the business. The individual may be required to work overtime as needed.
Additional responsibilities include:
Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team.
Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels.
Qualifications / Attributes
Deep understanding and active passion for investing and markets
8+ years' experience in a professional services role (e.g., management consulting, investment banking, or asset management). Experience in a related field (e.g., endowment / family office portfolio management, investment consultancy) is a plus
Undergraduate degree with a strong track record of academic achievement. Advanced degree (e.g., MBA) or professional certification (e.g., CFA, CAIA) is a plus
Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
Strong quantitative skills and detail-orientation
Excellent problem-solving and interpersonal skills
Ability to thrive in a collaborative working environment
High intellectual curiosity and willingness to contribute to the overall success of the business
Experience mentoring, training and leading junior team members
Benefits
Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits, and a flexible “results-focused” working model. Our benefits package includes medical, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, commuter benefits, paid time off and a 401(k) plan with employer matching. The Firm also supports global philanthropy via a charity program and volunteer day. In addition, we champion a variety of wellness and social events.
New York requires Partners Capital to include a reasonable estimate of the base salary range for this role. This base salary range is specific to individuals applying to work in our New York office and takes into account a number of factors. A reasonable estimate of the base salary range for this role in New York is $160,000 - $210,000. The base salary offered will be determined on factors such as experience, skills, training, certifications, and education. Decisions will be determined on a case-by-case basis.
The base salary is one element of our competitive compensation package. In addition to the base salary, this position may be eligible for performance-based incentives and our profit share program.
Further information about Partners Capital is available on our website *********************
For all California residents, please click here to view the Partners Capital California Applicant Privacy Notice
$160k-210k yearly 1d ago
VP, Financial Consultant - Century City, CA
Charles Schwab 4.8
Pasadena, TX jobs
Regular
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.
Investment Professionals' Compensation | Charles Schwab
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$89k-156k yearly est. 2d ago
Vice President of Deposit Operations
Georgia United Credit Union 3.7
Duluth, GA jobs
Job Title: VicePresident of Deposit Operations
Reports To: Chief Experience Officer
Shape the Future of How We Serve Our Members
Are you a strategic leader passionate about operational excellence and member service? Georgia United Credit Union is seeking a VicePresident of Deposit Operations to provide the vision and leadership for all our deposit functions.
In this key role, you will be the driving force behind our deposit operations strategy. You will ensure regulatory compliance, champion process improvement, and lead a high-performing team to deliver exceptional service across all our deposit activities.
What You'll Do:
Develop and execute the strategic vision for deposit operations, aligning with our mission and goals.
Oversee all aspects of deposit operations, including deposit accounts, account origination, ITMs, remote deposit channels, and specialty accounts.
Serve as the trusted advisor to executive leadership, presenting performance reports and strategic recommendations.
Ensure robust risk management, audit readiness, and compliance with all federal and state regulations.
Lead process improvement and change management initiatives to enhance service, reduce risk, and support innovation.
Develop and manage departmental budgets, forecasts, and performance metrics (KPIs).
Build, coach, and sustain a high-performing team through effective recruitment, training, and professional development.
What You'll Bring:
Bachelor's degree in Business Administration, Finance, or a related field.
10+ years of experience in deposit operations or retail financial services.
At least 7 years in a leadership role overseeing multiple functional areas and managing teams.
Proven expertise in deposit product management, account origination systems, and remote deposit capture.
Comprehensive knowledge of applicable regulations, risk management, and audit requirements.
Demonstrated success in strategic planning, budget management, and leading large teams.
Key Behaviors for Success:
Excellent communicator skilled at building relationships and influencing at all levels.
Strategic thinker who can translate vision into actionable results.
Resilient leader effective at managing multiple priorities and leading change.
Committed to championing the member experience and operational excellence.
Ready to Lead?
If you are a decisive leader looking to make a significant impact, we encourage you to apply.
Georgia United is an Equal Opportunity Employer and participates in E-Verify.
This position is exempt and approved for a hybrid work schedule. Occasional travel is required.
$142k-188k yearly est. 1d ago
Director, General Lines (Commercial Insurance Sales)
USAA 4.7
Chesapeake, VA 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 6d ago
Director, General Lines (Commercial Insurance Sales)
USAA 4.7
Plano, TX 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 6d ago
VP, Financial Consultant - Boca Raton, FL
Charles Schwab 4.8
Boca Raton, FL jobs
Regular
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.
Investment Professionals' Compensation | Charles Schwab
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$76k-137k yearly est. 4d ago
Director of Project Management - CRE Land Development
Provident 4.5
Dallas, TX jobs
Commercial Real Estate Development
Director of Project Management (Land Development/Master Planned Communities)
🏢 Department: Master Planned Communities
đź•’ Employment Type: Full-Time | In-Office
Position Overview
As a Land Development Director, you will lead and oversee land development projects from pre-acquisition, all the way to completion. You will manage project teams, coordinate with various consultants, and ensure that all aspects of land development are executed efficiently to maximize the value of the project.
Reporting directly to the Executive Director of Master Planned Communities and interacting with the rest of the master planned community team at Provident, your job functions will include entitlements, market research, negotiation, and organization of project documents, underwriting, deal structure, management of project schedule and budget, oversight of construction managers and other consultants, and interaction with banks and equity partners. Must have the ability to solve real-time project hurdles and problems by acting quickly and thinking creatively.
Key Responsibilities:
Project Leadership: Manage and lead land development projects, ensuring successful delivery in line with leadership requirements and company expectations. Take full responsibility and ownership of all aspects of development, keeping the project goals at the forefront of all decision making.
Planning and Coordination: Oversee project planning (or implementing leadership's directives), including site assessments, managing entitlements, assembling project business plan, and readying the project for development. These things are “front-end” value creation, which includes being the face of projects with various municipalities.
Team Engagement and Management: Act as the primary point of contact for all stakeholder's and consultants, determining their role in the project, managing expectations, and ensure high levels effectiveness in driving the project forward.
Budget and Schedule Management: Develop and manage project budgets, schedules, and resources to ensure timely and cost-effective project completion.
Risk Management: Identify project risks, think strategically about how to mitigate these risks, and be able to assess situational risk to make decisive decisions to drive the project forward.
Essential Responsibilities:
Oversee and manage all aspects of 1-3 projects within the Master Planned Communities land development program depending on the size and scope of the projects and experience of the candidate.
Oversee the entitlements process, including site feasibility, zoning / re-zoning, district creation, legal agreements, scheduling and budgeting.
Oversee and direct construction managers to implement field work including erosion control, grading, wet utilities, dry utilities, paving, sidewalks, landscaping, hardscaping, amenities. Handle platting, permit approvals, and coordination with municipalities.
Represent the firm in various public meetings or hearings, determine scope of work and project priorities, establish and maintain project schedules, and prepare and finalize regular updates for senior management.
Negotiate builder lot contracts and negotiate other transactions with market participants.
Facilitate debt and equity needs to capitalize a project and run point with capital partners.
Work closely with the Construction Managers to deliver completed, ready-to-build home sites.
HOA management including but not limited to quarterly meetings, budget analysis and improvements to the common open space.
Work closely with associate and/or analyst level team members to achieve project goals.
Qualifications:
Education: Bachelor's degree in civil engineering, Land Development, Real Estate Finance, or a related field. A master's degree is a plus.
Experience: 5-10 years of experience in land development project management, with a proven track record of successful project delivery.
Skills: Strong project management skills, excellent leadership, effective communicator, and strong problem-solving abilities. Deep understanding of real estate finance.
Attributes: Detail-oriented, highly organized, and capable of managing multiple projects simultaneously. Ability to work effectively in a fast-paced environment.
Company Description:
Since its inception in 1991, Provident has developed over $10 Billion of real estate projects. We are disciplined and focused on executing deals that offer the best strategy for Provident and our investor partners. With over three decades of experience with opportunistic land development and vertical development in various key U.S. markets, our company thrives on an entrepreneurial spirit and an excellent track record of success.
Over the past 30+ years, Provident has executed a diversified real estate investment and development platform. Currently, the $2.9 billion portfolio includes product types such as multi-family, industrial, master-planned communities, hospitality, retail, office, mixed-use, and data centers across the United States.
Under the leadership of Leon Backes and Jay Hawes, Provident is a respected, well-capitalized investment firm, that has thrived through three decades and multiple market cycles with foresight, depth of experience, and a unique ability to adapt to shifting demands, market trends, and challenging economic cycles. Provident is in constant pursuit of flexibility, innovation, and professionalism in its operations and investments. By maintaining a streamlined decision-making process, Provident is able to capitalize on fast-moving opportunities and rapidly adjust to dynamic market forces.
$90k-138k yearly est. 2d ago
VP, Financial Consultant- Del Mar, CA (Hiring Immediately)
Charles Schwab 4.8
San Diego, CA jobs
Regular
Your opportunity
At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
$101k-161k yearly est. 8d ago
VP, Financial Consultant - Campbell, CA (Hiring Immediately)
Charles Schwab 4.8
Campbell, CA jobs
Regular
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals incentive structure.
Investment Professionals' Compensation | Charles Schwab
At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
$106k-164k yearly est. 5d ago
VP, Financial Consultant- Mission Viejo, CA (Hiring Immediately)
Charles Schwab 4.8
Mission Viejo, CA jobs
Regular
Your opportunity
At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
Whats in it for you:
At Schwab, were committed to empowering our employees personal and professional success. Our flexible work options, supportive culture, and focus on your development means youll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you both today and in the future:
Base salary
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Investment Professionals' Compensation | Charles Schwab
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Whats in it for you
At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$103k-162k yearly est. 7d ago
Director, Web & Content Strategy
Prudential 4.7
Vice president job at Prudential Bank
Job Classification: Marketing & Communications - Marketing Prudential Financial (NYSE: PRU), an industry leader in financial services for more than 150 years, is committed to helping individuals and institutions grow and protect their wealth. We offer a broad range of financial products and services, including life insurance, retirement solutions, and investment management. With over $1.6 trillion in assets under management and a presence in over 20 countries, Prudential empowers customers worldwide to achieve financial security.
The Business
Prudential's Brand & Marketing organization is central to driving growth, deepening customer relationships, and delivering experiences that reflect our purpose and values. We are a diverse team of strategists, creatives, and marketers who put the customer at the center of everything we do. Within Brand & Marketing, the Growth & Channel Activation team is focused on delivering impactful marketing strategies and experiences across channels that drive measurable business outcomes.
The Role
We are seeking a Director, Web & Content Strategy to lead the team responsible for defining and delivering the content and experience strategy for Prudential.com. This role will oversee a team of Web & Content Strategists and Specialists, and will be accountable for ensuring a cohesive, optimized, and governed web experience that supports both growth and customer support objectives across the site.
Reporting to the VP, Head of Web Strategy & Activation, this leader will help define the strategic vision for Prudential.com, manage the operating and engagement models for the team, and collaborate across Brand & Marketing and business units to execute end-to-end marketing strategies and campaigns. The Director will also lead SEO/AEO strategy and implementation, oversee website governance, and manage agency and vendor relationships for content creation.
This is a hybrid role based in Newark, NJ, with onsite work expected 3 days per week.
What you can expect:
* Define and drive the overall web and content strategy for Prudential.com, ensuring alignment with brand, business, and customer experience goals.
* Lead and mentor a team of Web & Content Strategists and Specialists, fostering a culture of innovation, collaboration, and accountability.
* Oversee SEO and AEO strategy and implementation to maximize website discoverability, performance, and compliance with financial services standards.
* Establish and manage website governance frameworks, including content standards, accessibility, compliance, and operational workflows.
* Develop and maintain the operating model for the Web & Content Strategy team, ensuring efficient processes and clear roles and responsibilities.
* Build and manage the engagement model with business partners to support strategic initiatives, marketing campaigns, and content needs.
* Collaborate with cross-functional teams-including Product, Design, Technology, Analytics, and Marketing-to deliver cohesive, customer-centric web experiences.
* Ensure content and experience strategies are optimized for both acquisition and servicing, supporting full-funnel customer journeys.
* Evaluate and integrate AI-powered tools to enhance team efficiency and improve digital experience delivery.
* Manage agency and vendor relationships for content creation, ensuring quality, consistency, and alignment with strategic goals.
* Monitor and analyze performance metrics to inform continuous improvement and strategic decision-making.
* Champion personalization strategies to deliver tailored experiences that drive engagement and conversion.
* Stay ahead of digital trends, regulatory changes, and customer expectations to evolve the web and content strategy.
* Coordinate across teams to ensure consistent delivery and efficient execution of integrated marketing campaigns and digital initiatives.
What you'll need to succeed:
* 8+ years of experience in marketing, digital content strategy, web experience management, or related roles, with at least 3 years in a leadership capacity.
* Proven success in developing and executing enterprise-level web and content strategies in a regulated industry, preferably financial services.
* Expertise in SEO/AEO, content governance, and digital experience optimization.
* Strong leadership and team management skills, with experience building and scaling high-performing teams.
* Demonstrated ability to lead cross-functional collaboration and influence senior stakeholders.
* Experience with content management systems (e.g., Adobe Experience Manager), AI technologies, SEO tools, analytics platforms, and accessibility standards.
* Strategic thinker with a track record of translating business goals into actionable digital strategies.
* Excellent communication and storytelling skills, with the ability to articulate complex ideas clearly and persuasively.
* Experience managing external agencies and vendors to deliver high-quality content and experiences.
* Passion for customer-centric design, financial literacy, and delivering meaningful digital experiences.
It'd be a plus if you are familiar with:
* Agile methodologies and working in cross-functional product teams.
* Personalization platforms and strategies.
* Tools like Adobe Experience Manager, Adobe Analytics, Adobe Target, Adobe Workfront, Figma, Qualtrics, Gradial
* AI tools for content creation and optimization
What we offer you:
Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $164,700.00 to $222,700.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.
* Market competitive base salaries, with a yearly bonus potential at every level.
* Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
* 401(k) plan with company match (up to 4%).
* Company-funded pension plan.
* Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
* Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
* Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
* Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.