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Associate Consultant jobs at RSM US

- 1948 jobs
  • Experienced Associate - Financial Services Risk and Controls Consulting

    Rsm 4.4company rating

    Associate consultant job at RSM US

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. The Position As an experienced associate in RSM's growing Risk Consulting Practice, you will have the opportunity to develop into a seasoned consultant through a high degree of client and financial services industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities. In this role, you may be asked to demonstrate a willingness and ability to: Learn about the financial services industry and clients that we serve in the middle market and leverage your understanding to become your clients' trusted advisor Interact with client process owners and external stakeholders while executing your role Demonstrate critical thinking skill in gathering and processing information about a client's business, strategy, culture, competitive positioning, and operations in order to assist with risk assessment Prepare initial drafts and follow-ups on client request lists Draft narratives or flowcharts and perform initial identification of controls Conduct tests of the operating effectiveness of clients' internal controls using test plans or work programs that have been written by senior members of the team Identify issues in the testing performed, such as deficiencies, observations, and recommendations Understand the purpose and objectives of internal/external project status updates and provide relevant inputs Proactively make oneself aware of white papers, webinars, and live events that are available to clients Position Qualifications Bachelor's or Master's Degree in Accounting or related business discipline Ability to travel to meet client needs and work collaboratively with others in-person and remotely Openness to workday flexibility, agility, remote work environment, leveraging new tools Effective communication skills, both verbally and in writing Effective time management and prioritization skills At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $66,100 - $109,500
    $66.1k-109.5k yearly Auto-Apply 49d ago
  • Manager, Government Risk Consulting

    RSM 4.4company rating

    Associate consultant job at RSM US

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. As a Manager in RSM's growing State and Local Government Process Risk and Controls Practice, you will have the opportunity to draw from your experience and knowledge while continuing to grow your leadership skills through a high degree of client and industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities. In the Process Risk and Controls Practice we frequently work as or alongside state or local government client's internal audit function, the chief risk officer or risk function and various other members of management tasked with managing risk. Our advisors help our clients with identifying and prioritizing risk and leveraging process and controls to reduce risk exposure for the public. Key Responsibilities Contributions to Firm Culture Model the core RSM values of respect, integrity, teamwork, excellence and stewardship in all interactions with clients and team members Be open to new ideas and challenges, and help foster a culture that encourages people to ask questions, seek diverse perspectives, and challenge those around you Develop executive presence through interactions with management within RSM and our clients Develop meaningful relationships with client personnel and colleagues Support RSM's goals around diversity and inclusion by nurturing an environment that understands individuality, promotes authenticity, and values varied perspective in arriving at solutions Client Experience Leverage understanding of public sector industry trends and business acumen to think critically about complex challenges and propose dynamic solutions Develop and implement operational procedures to monitor Grant Administration effectiveness in compliance with all requirements Monitor and review federal and state regulations that stipulate specifications for required policies and procedures related to reporting for grant funds. Identify current and relevant industry thought leadership to share with the client Own management level relationships, and interact with elected leaders, directors, and agency heads Independently implements and coaches associates on foundational industry policies, procedures, and work-programs Owns process level client relationships and collaboration with external stakeholders Prepare/Review initial drafts and follow-ups on client request lists Participate in risk assessment management interviews. Update risk assessment models and complete initial draft of identified risks Prepare and conduct tests of the operating effectiveness of clients' internal controls Draft test plans or work programs for review by senior members of the team Create/review narratives or flowcharts for a process. Identify and review all risks and controls for a process as needed Perform first level review of staff work for accuracy, completeness, and well-reasoned conclusions Manage budgets and provide accurate analysis of estimates to complete to engagement leader Review and complete status documents for client delivery Prepares initial draft of reports Develop the ability to support multiple client projects simultaneously, while actively contributing to other firm initiatives Talent Experience Encourage colleagues to think creatively, strive for growth through development opportunities, and maximize results while working within a team environment Manage, motivate, and mentor teams to cultivate an environment where team member capabilities are optimized and expanded Recruit, develop, and inspire future leaders of the firm through mentorship that focuses on understanding the potential and aspirations of the workforce Maintain willingness to give and receive candid feedback in both written and verbal form; Commit to self-development in response to constructive feedback received Business Development Participate in relevant state and local government associations and events to develop and/or maintain industry focus and relationships Build, maintain, and utilize your internal network to address issues timely and add value to client relationships; begin cultivating an external network with the goal of generating new business opportunities for the firm Assist in writing, developing and delivering thought leadership internally and externally Communicate effectively with prospects, assess needs, and develop clear and accurate project parameters including scoping descriptions, delivery plans, and budgets Contribute to pursuits through development of proposals and other materials Position Qualifications Bachelor's or Master's Degree in business, accounting or related discipline Minimum of 5 years of experience in audit, internal audit or related internal control positions Experience leading project based work with milestones and workflow driven by objectives and defined timelines Working knowledge and demonstrated understanding of funding regulations and compliance requirements including, but not limited to, 2 CFR 200 (Uniform Guidance) and 45 CFR 75 Experience interpreting technical, legal, and regulatory requirements Experience providing pre and post-award subrecipient monitoring over compliance with federal grant awards Proficiency in professional writing, spreadsheet, and presentation creation tools Job relevant certification Ability to travel to meet client needs and work collaboratively with others in-person and remotely Openness to workday flexibility, agility, remote work environment, leveraging new tools Effective communication skills, both verbally and in writing Effective time management and prioritization skills Established experience in multiple industries or subject-matter expertise in one specific industry Demonstrated success in high pressure scenarios At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $101,000 - $203,000 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $101k-203k yearly Auto-Apply 60d+ ago
  • IT Business Analyst I

    MUFG Capital Analytics 3.5company rating

    Dallas, TX jobs

    Title: IT Business Analyst I ) About MUFG Investor Services: MUFG Investor Services is part of Mitsubishi UFJ Financial Group - one of the world's largest financial institutions. We provide comprehensive fund administration, reporting, and transaction management services for alternative assets with a focus on Private Equity investments including fund-of-funds, secondary funds, and co-investments. At MUFG Investor Services, we foster a dynamic and supportive work environment where employees can build long-term careers. We offer competitive compensation, professional development support-including certification reimbursement - flexible work arrangements, and opportunities to give back through community service initiatives. We celebrate our employees' successes, believing that empowered individuals drive organizational excellence. If you're passionate about your work and looking to grow with a purpose-driven team, we'd love to hear from you. Job Description: MUFG is seeking an IT Business Analyst I to support dynamic initiatives within its Private Equity business. This is a remote role focused on analyzing financial processes, defining technology requirements, and partnering with agile teams to deliver impactful solutions. The position involves cross-functional collaboration across business and technology groups. Depending on project needs, responsibilities may span both business analysis and delivery management, offering a unique opportunity to contribute to end-to-end solution delivery. Essential Functions: Translate financial and accounting requirements into actionable software specifications. Conduct user interviews to identify process improvement opportunities and document current (“As-Is”) and future (“To-Be”) workflows. Troubleshoot issues in eFront FrontInvest and provide backup support for system administration. Create and maintain documentation including meeting notes, knowledge articles, and business communications. Build strong relationships with internal and external stakeholders to drive positive change. Write and manage user stories and backlog items in Team Foundation Server. Serve as the Agile Team's Scrum Master for assigned initiatives. Support prioritization decisions and manage execution of prioritized work. Collaborate with users to develop and execute test cases during system integration testing. Deliver demos of completed enhancements to end users. Work closely with developers to clarify requirements and ensure business needs are met. Ensure adherence to SDLC and Change Management processes; conduct internal audits for compliance. Act as a flexible team member, taking on overflow or backfill tasks as needed. Monitor team performance, generate reports, and lead corrective actions. Help remove obstacles that hinder team progress. Requirements: Bachelor's degree in Technology or Business Information Systems 3-5 years of experience as a Business Analyst or Business Operations Manager. Strong background in requirements gathering, testing, issue tracking, and leading technical deliveries Strong understanding of accounting/finance systems and translating business needs into software requirements Proven ability to work independently and troubleshoot technical issues Technical troubleshooting and problem solving Experience in Private Equity. Proficient in advanced Excel, PowerPoint, Word and Visio Excellent written and verbal communication skills. Self-motivated, customer-focused, and adaptable to remote work environments
    $74k-101k yearly est. 5d ago
  • IT Business Analysts - Equity Operations ASO/VP

    Natixis Corporate & Investment Banking 4.9company rating

    New York, NY jobs

    The Global Markets & Risks Booking and Post Trade IT team is responsible for booking and post trade applications for Equity Derivatives, Securities Lending, Global Macro (Rates, FX, Commodities), Credit Front Office and Support Functions teams. The team is involved in the different phases of application development: user needs collection, analysis, design, implementation, delivery, support, and maintenance, within an agile framework. We are seeking a Operations IT Business Analyst specializing in: Equities Booking and Post-Trade domain, particularly in areas such as Equity/Securities Lending, Operations, Compliance, and Accounting (Loanet, Sophis, Broker Dealer back-office applications, …) Collateral Management and Cash Management in external and internal applications (Calypso…) for Global Markets activities. The candidate will primarily be involved in Business Analysis to help implement new features in the supported applications, and in functional support for end-users in Operations. He/She/They will work closely with Operations and global IT Teams and will have a good knowledge of financial products and Operations. The candidate's responsibilities will include gathering requirements from operations, writing business requirements, creating mockup screens or proofs of concept, liaising with IT developers (both locally and in Head Office), defining and executing test scripts, and coordinating with end-users for User Acceptance Testing (UAT). Additionally, the candidate will be responsible for functional support and will assist with planning and status reporting. Main responsibilities include: Business Analysis / Project Management: Collaborate closely with user representatives (traders, operations personnel, etc.) to gather and document business requirements. Conduct and document impact and gap analyses. Evaluate IT solutions to determine the best fit for business needs. Develop user stories and detailed functional specifications for IT development teams. Define and execute test scripts. Coordinate User Acceptance Testing (UAT). Engage in project scoping and planning, progress reporting, and the identification and management of issues and risks, ensuring effective communication throughout. Functional Support / Maintenance: Provide day-to-day support for Booking and Back Office applications, including booking, straight-through processing, settlement, clearing, reporting, and accounting. collateral management, cash management, straight-through processing, settlement, clearing, reporting, and accounting. Qualifications : Bachelor Degree in Computer Science / Finance Experience in IT business analysis for Back Office in the Finance industry Functional knowledge of Equity/Securities Lending activities from a operations perspective including booking, settlement, clearing, reporting and accounting for US broker dealer. Functional knowledge of Equity and fixed income activities from a collateral and cash management perspective. Knowledge of booking, settlement, clearing, reporting and accounting is a plus Familiarity with Collateral and Cash Management systems (Calypso or equivalent). Familiarity with Broker Dealer systems (e.g., Phase 3/Shadow Suite), and trading systems such as Sophis (or equivalent), Smart Loan, Loanet,. Knowledge of SQL, Jira, Confluence Strong communication skills.to effectively support the needs of Operations and Front Office teams Ability to quickly prioritize and multi-task in a fast-paced environment on multiple applications Strong analytical and problem-solving skills Detail oriented with the ability to multi-task Strong interpersonal and organizational skills Knowledge in Agile scrum practices and methodologies is a plus Natixis is an equal opportunity employer, committed to a workplace free of discrimination. Natixis will not tolerate any form of discrimination based on age, color, mental or physical handicap or disability, pregnancy, marital status, sexual orientation, national origin, alienage, ancestry or citizenship status, race, religion, sex (including sex stereotyping, gender identity, gender expression or transgender status), veteran status, creed, genetic information or carrier status, or any other protected characteristic as established by law. Respect for all means that we deal with each person as an individual and not as a member of any group. All qualified applicants will receive consideration for employment. Management is expected to provide leadership in supporting the firms EEO program by taking steps to promote EEO in all facets of employment including recruitment, hiring, retention, promotion, performance assessment, and career-development opportunities. The salary range for this position will be between $145,000 - $180,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance
    $145k-180k yearly 3d ago
  • Technical Business Analyst

    CTC 4.6company rating

    Dallas, TX jobs

    Primary responsibilities of the Technical Business Analyst include overall coordination and follow up of requirements gathering for Data Management related projects, writing Business Requirements as needed for Agile projects, along with assisting in writing Technical Design and Data Lineage Documents. This candidate will also be responsible for tracking the progress of projects and related tasks, which will include tracking follow-ups from meetings and scrums, assessing the status of related JIRA tasks and coordinating planned releases. Responsibilities Liaison between business users and technical team Schedule business requirements sessions, document meeting minutes and track follow-ups Write Business Requirement Documents Assist with Technical Design and Data Lineage Documents Ensure Technical Design addresses the Business Requirements Effectively track the progress across projects and ensure business requirements are being followed Coordinate planned releases and send out release announcements Assist in creating, tracking and following up on JIRA tickets Conduct Stakeholder Interviews and facilitate meetings for requirements elicitation Ability to work in a team-oriented, fast-paced agile environment managing multiple Qualifications 4+ years working as a Technical BA 4+ years working on Agile projects 2-4+ years of SQL experience (Oracle and SQL Server, MongoDB a plus) 4+ years of Data Analysis/Trouble shooting 4+ years writing Business Requirement, Technical Design and Data Lineage Documents Ability to interpret business requirements into technical requirements Strong Meeting Facilitator Must be able to multi-task effectively Great organizational skills Excellent communication skills
    $70k-100k yearly est. 2d ago
  • Workday Payroll Consultant

    Hale International 3.4company rating

    New York, NY jobs

    Senior Workday Payroll Consultant - 9-12 Month Contract Hale International is partnering with a large manufacturing organization to support the implementation of Workday Payroll across a complex, unionised environment. We are looking for an experienced Senior Workday Payroll Consultant to play a key role in the delivery of this programme, supporting a payroll population of approximately 15,000 employees across multiple U.S. states and select international locations. This role will cover the full lifecycle of the implementation, from design and requirements gathering through testing, go-live, and post-production stabilization and optimisation. Key Responsibilities: Lead the configuration and delivery of Workday Payroll across a large, multi-entity manufacturing workforce. Support weekly, bi-weekly, semi-monthly, monthly, and off-cycle payroll runs. Gather detailed business and payroll requirements by working directly with Payroll, HR, Finance, Compliance, and Union stakeholders. Provide expert guidance on Workday Payroll best practices, tailored to a unionised manufacturing environment including shift work, overtime, premiums, and complex pay rules. Configure and support multi-state payroll processing and compliance, with a focus on California, Oregon, Washington DC, and Virginia. Support aspects of global payroll for Canada, France, and the UK. Lead testing across all phases, including UAT, Parallel Payroll, and full end-to-end testing. Work closely with technical teams to resolve payroll, integration, and data issues. Support payroll data migration and validation, including balances and year-to-date figures. Provide hands-on support during post-go-live stabilization, followed by optimisation and enhancement activities. Partner with Time Tracking, Absence, Benefits, and Finance teams to ensure full end-to-end payroll integration. Support knowledge transfer and help establish strong operational processes for the business. Required Experience: 5+ years of Workday Payroll experience, including at least one full end-to-end implementation. Strong background delivering payroll solutions within manufacturing or similarly regulated environments. Proven experience supporting unionised payroll populations. Hands-on experience with multiple payroll frequencies (weekly, bi-weekly, semi-monthly, monthly, and off-cycle). Strong knowledge of multi-state payroll compliance, particularly CA, OR, DC, and VA. Exposure to global payroll operations (Canada, France, and the UK) highly desirable. Demonstrated experience leading UAT, Parallel, and End-to-End payroll testing. Confident working directly with senior stakeholders on requirements gathering and solution design. Strong reporting, reconciliation, and audit support experience. Excellent communication skills and the ability to work in fast-paced, large programme environments. This is an excellent opportunity to take a lead role on a large-scale Workday Payroll implementation within a complex, unionised manufacturing business, with additional exposure to global payroll operations.
    $77k-116k yearly est. 3d ago
  • Business Analysis Manager - Business Cards & Payments

    Capital One 4.7company rating

    Richmond, VA jobs

    As a Business Analysis Manager at Capital One, you will apply your strategic and analytical skills to major company challenges. You'll team with world-class professionals to develop and test strategies that ultimately impact the bottom line. And you will do it all in a collaborative environment that values your insight, encourages you to take on new responsibility, promotes continuous learning, and rewards innovation. General Responsibilities : Strategic leadership: Develop business strategies that will drive growth, profitability, and competitive success for Capital One in the face of shifting consumer and regulatory demands Leadership: May manage and develop 1-2 analysts. Coaching and mentoring associates with a goal of developing and retaining talent at Capital One Product: Develop and implement new product and pricing strategies for various lending products; lead product level modeling/analytics Marketing: Lead direct-to-consumer marketing efforts for select products, and strategic intent for products distributed through the retail channel. Build targeted insights to inform the design and development of new customer experiences, as well as breakthrough technology and concepts designed to deliver on new go-to-market strategies Credit Risk: Drive step-change improvements in credit performance by connecting drivers of future consumer credit trends to historical behavior, creating risk models, and testing hypotheses using rigorous monitoring and analysis Execution: Manage and sequence delivery of business intent, build business requirements and execute against the product strategy. Oversee multiple projects and programs concurrently Partnership: Work closely with colleagues across Capital One including: IT, Sales, Operations, Finance and others to drive improvement in quality, volume, service, and profitability Strategic & analytic orientation: A proven track record of decision making and problem solving based on analytics. Conceptual thinking skills must be complemented by a strong quantitative orientation, given that a large part of the business is based on rigorous analytic marketing & credit risk management Strong business judgment, leadership and integrity: He/she should be a tenacious decision maker, able to bring a healthy, aggressive, yet responsible approach to business Solid people leadership experience: Ability to build and leverage the capabilities of a high-performing team, as well as business partners across the enterprise. He/she should foster innovation, drive critical decisions, hold business partners accountable, and be able to consistently deliver results Strong executive communication skills: Impeccable written and oral communication credentials, coupled with strategic influencing skills and the ability to drive agreement through intellect, interpersonal and negotiation skills Clear results orientation: display an intense focus on achieving both short and long term goals. He/she should be able to drive and execute an agenda in an uncertain and fluid environment Successful track record of thriving in a fast paced, entrepreneurial and dynamic environment. Previous consulting experience is a plus Basic Qualifications: Bachelor's Degree in any quantitative field (Business, Math, Economics, Finance, Statistics, Science, Engineering) At least 2 years of experience in analysis Preferred Qualifications: Master's Degree in Business or quantitative field such as Finance, Economics, Physical Sciences, Math, Statistics, Engineering 5+ years of experience in analysis 2+ years of experience in financial services 1+ year of experience in consulting 2+ years of experience in people management Capital One will consider sponsoring a new qualified applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. McLean, VA: $158,400 - $180,800 for Business Manager Richmond, VA: $144,000 - $164,400 for Business Manager Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $158.4k-180.8k yearly 23h ago
  • Treasury Management Consultant III, Specialized Industries

    Capital One 4.7company rating

    Richmond, VA jobs

    Treasury Management Consultant III, Specialized Industries This role is centered on generating new and expanding existing full-service treasury management relationships for Middle Market clients. The Treasury Management Consultants will be responsible for directly and/or indirectly selling and maintaining depository accounts and the treasury management services applied to those accounts for both new and existing Capital One relationships. The Treasury Management Consultants will partner with internal stakeholders to be a single point of accountability or provide advice on the deposit, treasury management, risk, and other company liquidity needs of prospects and clients. Together, they will build a book of business through deposit growth, maintaining and cross-selling to existing clients, and prospecting for new-to-bank relationships. The Treasury Management Consultants will focus on specific verticals within the Specialty Organization. Familiarity with these business verticals and the specific banking and financial operations of Technology, Media, Telecom (TMT) or Financial Institutions Group (FIG) clients is desirable. This TMC will also concentrate on working with dedicated TMT or FIG Relationship Managers and leadership to generate new-to-bank relationships, while developing existing clients by delivering value-added solutions and collaborating across the product and technology organizations to optimize products for evolving client needs, with a focus on bringing in new deposits. The Treasury Management Sales team works to identify ways to improve the client experience and enhance Capital One's brand in the marketplace. Seen as a trusted advisor, the TMCs will work closely with commercial clients to understand their business, optimize treasury flow, and minimize financial and reputational risk. They will focus on creating and delivering customized, client-centric solutions through a consultative approach. Leveraging their network and collaborating across business lines, the two TMCs will influence strategy to meet the needs of clients while using sound judgment in assessing risk. The TMCs value and foster a spirit of teamwork and cooperation across value streams. This position works independently and uses initiative in carrying out assignments, requiring minimal guidance from the sales leader. Responsibilities: Identifies both internal and external prospects. Develops and maintains relationships with prospects to profitably expand business Provides thought leadership within and outside the market through, but not limited to, hosting corporate events, attending and speaking at industry conferences, etc. Engages with internal marketing in the design of sales collateral and company-sponsored marketing Manages portfolio of existing clients with focus on profitable, organic revenue growth and minimizing attrition Manages portfolio of new-to-bank clients with focus on revenue growth Develops and maintains relationships with clients to maintain and expand existing business Knows business's, organization, expected activity; identifies and communicates operational credit exposures and other risks Understands treasury management product risk and ensures Capital One credit policies and other risks (e.g., reputational, legal) are adhered to and mitigated Establishes appropriate expectations for onboarding including execution of documentation and ensure ramp of sold services Conducts independent and codependent sales calls on companies to generate new, high-quality and profitable Treasury Management and deposit business to achieve or exceed specific YoY growth goals Takes a role in market by actively engaging in local industry associations, networking groups and /or community associations Identifies working capital efficiency opportunities for a business and deepens relationship accordingly; ensures business awareness of market and industry trends; identifies dissatisfiers and escalates appropriately Identifies and refers ancillary business opportunities to appropriate partners Designs customer-centric treasury management solutions, and provides consultative expertise on the liquidity management cycle Basic Qualifications: High School Diploma, GED or equivalent certification At least 6 years of financial services experience At least 5 years of sales experience At least 5 years of treasury management experience Preferred Qualifications: Bachelor's Degree or Military experience At least 7 years in-depth to advanced treasury management experience In-depth to advanced treasury management product knowledge Effective oral and written communication skills Certified Treasury Professional designation or equivalent certification At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Atlanta, GA: $140,600 - $160,400 for Treasury Management Consultant III Charlotte, NC: $140,600 - $160,400 for Treasury Management Consultant III Chicago, IL: $140,600 - $160,400 for Treasury Management Consultant III McLean, VA: $154,600 - $176,400 for Treasury Management Consultant III Richmond, VA: $140,600 - $160,400 for Treasury Management Consultant III Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $154.6k-176.4k yearly 23h ago
  • Treasury Management Consultant III, Specialized Industries

    Capital One 4.7company rating

    Charlotte, NC jobs

    Treasury Management Consultant III, Specialized Industries This role is centered on generating new and expanding existing full-service treasury management relationships for Middle Market clients. The Treasury Management Consultants will be responsible for directly and/or indirectly selling and maintaining depository accounts and the treasury management services applied to those accounts for both new and existing Capital One relationships. The Treasury Management Consultants will partner with internal stakeholders to be a single point of accountability or provide advice on the deposit, treasury management, risk, and other company liquidity needs of prospects and clients. Together, they will build a book of business through deposit growth, maintaining and cross-selling to existing clients, and prospecting for new-to-bank relationships. The Treasury Management Consultants will focus on specific verticals within the Specialty Organization. Familiarity with these business verticals and the specific banking and financial operations of Technology, Media, Telecom (TMT) or Financial Institutions Group (FIG) clients is desirable. This TMC will also concentrate on working with dedicated TMT or FIG Relationship Managers and leadership to generate new-to-bank relationships, while developing existing clients by delivering value-added solutions and collaborating across the product and technology organizations to optimize products for evolving client needs, with a focus on bringing in new deposits. The Treasury Management Sales team works to identify ways to improve the client experience and enhance Capital One's brand in the marketplace. Seen as a trusted advisor, the TMCs will work closely with commercial clients to understand their business, optimize treasury flow, and minimize financial and reputational risk. They will focus on creating and delivering customized, client-centric solutions through a consultative approach. Leveraging their network and collaborating across business lines, the two TMCs will influence strategy to meet the needs of clients while using sound judgment in assessing risk. The TMCs value and foster a spirit of teamwork and cooperation across value streams. This position works independently and uses initiative in carrying out assignments, requiring minimal guidance from the sales leader. Responsibilities: Identifies both internal and external prospects. Develops and maintains relationships with prospects to profitably expand business Provides thought leadership within and outside the market through, but not limited to, hosting corporate events, attending and speaking at industry conferences, etc. Engages with internal marketing in the design of sales collateral and company-sponsored marketing Manages portfolio of existing clients with focus on profitable, organic revenue growth and minimizing attrition Manages portfolio of new-to-bank clients with focus on revenue growth Develops and maintains relationships with clients to maintain and expand existing business Knows business's, organization, expected activity; identifies and communicates operational credit exposures and other risks Understands treasury management product risk and ensures Capital One credit policies and other risks (e.g., reputational, legal) are adhered to and mitigated Establishes appropriate expectations for onboarding including execution of documentation and ensure ramp of sold services Conducts independent and codependent sales calls on companies to generate new, high-quality and profitable Treasury Management and deposit business to achieve or exceed specific YoY growth goals Takes a role in market by actively engaging in local industry associations, networking groups and /or community associations Identifies working capital efficiency opportunities for a business and deepens relationship accordingly; ensures business awareness of market and industry trends; identifies dissatisfiers and escalates appropriately Identifies and refers ancillary business opportunities to appropriate partners Designs customer-centric treasury management solutions, and provides consultative expertise on the liquidity management cycle Basic Qualifications: High School Diploma, GED or equivalent certification At least 6 years of financial services experience At least 5 years of sales experience At least 5 years of treasury management experience Preferred Qualifications: Bachelor's Degree or Military experience At least 7 years in-depth to advanced treasury management experience In-depth to advanced treasury management product knowledge Effective oral and written communication skills Certified Treasury Professional designation or equivalent certification At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Atlanta, GA: $140,600 - $160,400 for Treasury Management Consultant III Charlotte, NC: $140,600 - $160,400 for Treasury Management Consultant III Chicago, IL: $140,600 - $160,400 for Treasury Management Consultant III McLean, VA: $154,600 - $176,400 for Treasury Management Consultant III Richmond, VA: $140,600 - $160,400 for Treasury Management Consultant III Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $154.6k-176.4k yearly 23h ago
  • Treasury Management Consultant III & Relationship Manager - Government Banking Northeast

    Capital One 4.7company rating

    New York, NY jobs

    Treasury Management Consultant III & Relationship Manager - Government Banking Northeast The Government Banking Treasury Management Consultant (TMC) & Relationship Manager partners with internal stakeholders to be the single point of accountability and advise on prospects' and clients' deposit, treasury management, risk and other liquidity needs. The TMC builds a book of business through deposit growth, maintaining and cross-selling existing clients, and prospecting new-to-bank relationships. The TMC on the Government Banking Treasury Management Sales team will work to identify ways to improve the client experience and enhance Capital One's brand in the marketplace. Seen as a trusted advisor, the TMC works closely with government clients to understand their business, optimize Treasury work flows, and minimize financial and reputational risk. They focus on creating and delivering customized client centric solutions through a consultative approach. This TMC will focus exclusively on Government Banking clients that includes State and Local Municipalities, Public School Districts and Public Universities. Familiarity with the public sector vertical and Government clients' specific banking and financial operations is desirable. This role functions as both the Treasury Management Consultant and Relationship Manager for client relationships and works to generate new-to-bank relationships, while developing existing clients by delivering value-added solutions and working across the product and technology organization to optimize products for evolving client needs. Leveraging their network and collaborating across business lines, the TMC influences strategy to meet the needs of clients while using sound judgement in assessing risk. The TMC is also responsible for developing marketing and portfolio relationship plans specific to their market to drive profitable portfolio growth and net new revenue generation. They will act as the lead for a team of functional partners who will help support Treasury Management, deposit sales processes, and build ongoing relationships. The TMC values and fosters a spirit of teamwork and cooperation across value streams. This position works independently and uses initiative in carrying out client analysis and proposals requiring minimal guidance from the sales leader. Responsibilities: Consistently meet annual financial goals & benchmark competencies by demonstrating the key sales behaviors such as strategy, collaboration & consultation, while building and maintaining a partnership-centric client portfolio Manages portfolio of existing clients with focus on profitable, organic revenue growth and minimizing attrition Manages portfolio of new-to-bank clients with focus on new revenue growth Ability to understand sales and relationship management specific to working with Government Banking clients Independently develops and maintains relationships with clients to maintain and expand existing business Understands treasury management product risk and ensures Capital One credit policies and other risks (e.g., reputational, legal) are adhered to and mitigated Establishes appropriate expectations for onboarding including execution of documentation and ensure ramp of sold services Conducts independent entities to generate new, high-quality and profitable Treasury Management and deposit business to achieve or exceed specific YoY growth goals Takes a role in market by actively engaging in local industry associations, conferences, networking groups and community associations Identifies working capital efficiency opportunities for an entity and deepens relationship accordingly; ensures awareness of market and industry trends; identifies dissatisfiers and escalates appropriately Identifies and refers ancillary business opportunities to appropriate partners Designs customer-centric treasury management solutions, and provides consultative expertise on the liquidity management cycle Identifies both internal and external prospects. Develops and maintains relationships with prospects to profitably expand business Provides thought leadership within and outside the market through, but not limited to, attending and speaking at industry conferences, etc. Engages with internal marketing in the design of sales collateral and company-sponsored marketing Basic Qualifications: High School Diploma, GED, or equivalent certification At least 6 years of financial services experience At least 5 years of sales experience At least 5 years of treasury management experience Preferred Qualifications: Government banking industry experience Bachelor's degree or Military experience At least 7 years of treasury management experience In-depth to advanced treasury management product knowledge Certified Treasury Professional designation or equivalent certification Effective oral and written communication skills Proficiency with Google Workspace or Microsoft Business products At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Melville, NY: $168,700 - $192,500 for Treasury Management Consultant III New York, NY: $168,700 - $192,500 for Treasury Management Consultant III Philadelphia, PA: $140,600 - $160,400 for Treasury Management Consultant III Wilmington, DE: $140,600 - $160,400 for Treasury Management Consultant III Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $168.7k-192.5k yearly 23h ago
  • Treasury Management Consultant III & Relationship Manager - Government Banking Northeast

    Capital One 4.7company rating

    Philadelphia, PA jobs

    Treasury Management Consultant III & Relationship Manager - Government Banking Northeast The Government Banking Treasury Management Consultant (TMC) & Relationship Manager partners with internal stakeholders to be the single point of accountability and advise on prospects' and clients' deposit, treasury management, risk and other liquidity needs. The TMC builds a book of business through deposit growth, maintaining and cross-selling existing clients, and prospecting new-to-bank relationships. The TMC on the Government Banking Treasury Management Sales team will work to identify ways to improve the client experience and enhance Capital One's brand in the marketplace. Seen as a trusted advisor, the TMC works closely with government clients to understand their business, optimize Treasury work flows, and minimize financial and reputational risk. They focus on creating and delivering customized client centric solutions through a consultative approach. This TMC will focus exclusively on Government Banking clients that includes State and Local Municipalities, Public School Districts and Public Universities. Familiarity with the public sector vertical and Government clients' specific banking and financial operations is desirable. This role functions as both the Treasury Management Consultant and Relationship Manager for client relationships and works to generate new-to-bank relationships, while developing existing clients by delivering value-added solutions and working across the product and technology organization to optimize products for evolving client needs. Leveraging their network and collaborating across business lines, the TMC influences strategy to meet the needs of clients while using sound judgement in assessing risk. The TMC is also responsible for developing marketing and portfolio relationship plans specific to their market to drive profitable portfolio growth and net new revenue generation. They will act as the lead for a team of functional partners who will help support Treasury Management, deposit sales processes, and build ongoing relationships. The TMC values and fosters a spirit of teamwork and cooperation across value streams. This position works independently and uses initiative in carrying out client analysis and proposals requiring minimal guidance from the sales leader. Responsibilities: Consistently meet annual financial goals & benchmark competencies by demonstrating the key sales behaviors such as strategy, collaboration & consultation, while building and maintaining a partnership-centric client portfolio Manages portfolio of existing clients with focus on profitable, organic revenue growth and minimizing attrition Manages portfolio of new-to-bank clients with focus on new revenue growth Ability to understand sales and relationship management specific to working with Government Banking clients Independently develops and maintains relationships with clients to maintain and expand existing business Understands treasury management product risk and ensures Capital One credit policies and other risks (e.g., reputational, legal) are adhered to and mitigated Establishes appropriate expectations for onboarding including execution of documentation and ensure ramp of sold services Conducts independent entities to generate new, high-quality and profitable Treasury Management and deposit business to achieve or exceed specific YoY growth goals Takes a role in market by actively engaging in local industry associations, conferences, networking groups and community associations Identifies working capital efficiency opportunities for an entity and deepens relationship accordingly; ensures awareness of market and industry trends; identifies dissatisfiers and escalates appropriately Identifies and refers ancillary business opportunities to appropriate partners Designs customer-centric treasury management solutions, and provides consultative expertise on the liquidity management cycle Identifies both internal and external prospects. Develops and maintains relationships with prospects to profitably expand business Provides thought leadership within and outside the market through, but not limited to, attending and speaking at industry conferences, etc. Engages with internal marketing in the design of sales collateral and company-sponsored marketing Basic Qualifications: High School Diploma, GED, or equivalent certification At least 6 years of financial services experience At least 5 years of sales experience At least 5 years of treasury management experience Preferred Qualifications: Government banking industry experience Bachelor's degree or Military experience At least 7 years of treasury management experience In-depth to advanced treasury management product knowledge Certified Treasury Professional designation or equivalent certification Effective oral and written communication skills Proficiency with Google Workspace or Microsoft Business products At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Melville, NY: $168,700 - $192,500 for Treasury Management Consultant III New York, NY: $168,700 - $192,500 for Treasury Management Consultant III Philadelphia, PA: $140,600 - $160,400 for Treasury Management Consultant III Wilmington, DE: $140,600 - $160,400 for Treasury Management Consultant III Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $168.7k-192.5k yearly 23h ago
  • Treasury Management Consultant III, Specialized Industries

    Capital One 4.7company rating

    Atlanta, GA jobs

    Treasury Management Consultant III, Specialized Industries This role is centered on generating new and expanding existing full-service treasury management relationships for Middle Market clients. The Treasury Management Consultants will be responsible for directly and/or indirectly selling and maintaining depository accounts and the treasury management services applied to those accounts for both new and existing Capital One relationships. The Treasury Management Consultants will partner with internal stakeholders to be a single point of accountability or provide advice on the deposit, treasury management, risk, and other company liquidity needs of prospects and clients. Together, they will build a book of business through deposit growth, maintaining and cross-selling to existing clients, and prospecting for new-to-bank relationships. The Treasury Management Consultants will focus on specific verticals within the Specialty Organization. Familiarity with these business verticals and the specific banking and financial operations of Technology, Media, Telecom (TMT) or Financial Institutions Group (FIG) clients is desirable. This TMC will also concentrate on working with dedicated TMT or FIG Relationship Managers and leadership to generate new-to-bank relationships, while developing existing clients by delivering value-added solutions and collaborating across the product and technology organizations to optimize products for evolving client needs, with a focus on bringing in new deposits. The Treasury Management Sales team works to identify ways to improve the client experience and enhance Capital One's brand in the marketplace. Seen as a trusted advisor, the TMCs will work closely with commercial clients to understand their business, optimize treasury flow, and minimize financial and reputational risk. They will focus on creating and delivering customized, client-centric solutions through a consultative approach. Leveraging their network and collaborating across business lines, the two TMCs will influence strategy to meet the needs of clients while using sound judgment in assessing risk. The TMCs value and foster a spirit of teamwork and cooperation across value streams. This position works independently and uses initiative in carrying out assignments, requiring minimal guidance from the sales leader. Responsibilities: Identifies both internal and external prospects. Develops and maintains relationships with prospects to profitably expand business Provides thought leadership within and outside the market through, but not limited to, hosting corporate events, attending and speaking at industry conferences, etc. Engages with internal marketing in the design of sales collateral and company-sponsored marketing Manages portfolio of existing clients with focus on profitable, organic revenue growth and minimizing attrition Manages portfolio of new-to-bank clients with focus on revenue growth Develops and maintains relationships with clients to maintain and expand existing business Knows business's, organization, expected activity; identifies and communicates operational credit exposures and other risks Understands treasury management product risk and ensures Capital One credit policies and other risks (e.g., reputational, legal) are adhered to and mitigated Establishes appropriate expectations for onboarding including execution of documentation and ensure ramp of sold services Conducts independent and codependent sales calls on companies to generate new, high-quality and profitable Treasury Management and deposit business to achieve or exceed specific YoY growth goals Takes a role in market by actively engaging in local industry associations, networking groups and /or community associations Identifies working capital efficiency opportunities for a business and deepens relationship accordingly; ensures business awareness of market and industry trends; identifies dissatisfiers and escalates appropriately Identifies and refers ancillary business opportunities to appropriate partners Designs customer-centric treasury management solutions, and provides consultative expertise on the liquidity management cycle Basic Qualifications: High School Diploma, GED or equivalent certification At least 6 years of financial services experience At least 5 years of sales experience At least 5 years of treasury management experience Preferred Qualifications: Bachelor's Degree or Military experience At least 7 years in-depth to advanced treasury management experience In-depth to advanced treasury management product knowledge Effective oral and written communication skills Certified Treasury Professional designation or equivalent certification At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Atlanta, GA: $140,600 - $160,400 for Treasury Management Consultant III Charlotte, NC: $140,600 - $160,400 for Treasury Management Consultant III Chicago, IL: $140,600 - $160,400 for Treasury Management Consultant III McLean, VA: $154,600 - $176,400 for Treasury Management Consultant III Richmond, VA: $140,600 - $160,400 for Treasury Management Consultant III Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $154.6k-176.4k yearly 23h ago
  • Closing Consultant

    Capcenter 4.2company rating

    Richmond, VA jobs

    CapCenter is seeking a Closing Consultant to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a client-centric philosophy. This is a high growth role that we actively promote into operations and sales opportunities within 18 months. In the Closing Consultant role, you'll be the primary point of contact for CapCenter clients who are on the path to close a loan. Closing Consultants analyze our clients' applications and supporting documents to ensure each loan meets our rigorous underwriting standards. Alongside your analysis, you'll guide our clients, working internally with realtors, loan officers, underwriters, and insurance advisors so that all parties are set up for success at closing. Here's what you'll need to know about the role, our team, and what it takes to succeed at CapCenter. You will In your first 30 days, you will: Secure an NMLS license (we'll sponsor it!) Become a subject matter expert on lending Complete our introductory Consultative Sales training course In your first 90 days, you will: Act as a trusted advisor and advocate for our clients as they prepare for closing Work collaboratively with others to ensure accuracy and efficiency at each step of the way Build on your communications and underwriting knowledge through learning modules, proprietary training, and live coaching Complete a self-assessment to build a blueprint for career progression at CapCenter You are A critical thinker: we're happy to teach the content, but you should be hungry to learn, comfortable thinking on your toes, and adept at solving problems. A communicator: most Americans buy less than five homes in their life - it's critical that you build trust, distill complex financial concepts simply, and listen actively. Self-aware: you're looking for an opportunity to develop your strengths and weaknesses Driven to help others: you want to do good Ambitious: you want to do well A college graduate with a bachelor's degree We hire for talent, not experience. You should be a solutions-oriented thinker who is not afraid to roll up your sleeves and tackle challenging problems. You'll get NMLS Certification Competitive salary, variable pay & annual bonus 401k (with matching!), health, dental, & vision Training to learn the home-ownership experience back to front. To participate in cross-functional collaboration that fosters lateral and vertical career growth The opportunity to help people through one of the most stressful and important transactions of their lives. Our culture is growth oriented. Past Loan Analysts have been promoted into sales, operations, team lead, and market management roles.
    $77k-123k yearly est. 5d ago
  • Middleware Consultant

    Quantum World Technologies Inc. 4.2company rating

    Irving, TX jobs

    Title: Middleware SRE with Strong experience in Scripting and Automation Job Type: Fulltime role Responsibilities: Identify work which is TOIL and make effort to reduce it. Automate manual activities, repetitive processes, reporting, controls, etc., configure and tune them. Continuously improve systems resiliency, reliability, and business cost - through design and development of solutions and streamlined processes. Mitigate risk by analyzing the root cause of production issues, impacts to business, and required corrective actions. Qualifications: Understanding of SRE principles, Production Support Operations, DevOps, CI/CD, Scripting. Knowledge of Messaging Technologies (Confluent Kafka/Solace/WebSphere MQ/Tibco Products) Nastel/AppDynamics/Splunk will be additional value. Extensive experience working with and customizing automation scripts - Python/Ansible are currently used. Experience working in Financial Services or a large complex and/or global environment. Comprehensive knowledge of design metrics, analytics tools, benchmarking activities and related reporting to identify best practices. Ability to work independently, multi-task, and take ownership of various parts of a project or initiative. Ability to work under pressure and manage to tight deadlines or unexpected changes in expectations or requirements. You should be technically familiar with IBM MQ, Solace, Abinitio, and Tibco products.
    $67k-101k yearly est. 2d ago
  • Workplace Advice Consultant

    Charles Schwab 4.8company rating

    Roanoke, TX jobs

    Regular Your opportunity Schwab's Workplace Branch organization is at the heart of our firm's commitment to helping Workplace (SPS, RPS, DBS) participants own their financial futures. In this exciting role, you'll introduce plan participants to the breadth of Schwab's Retail and Workplace offerings through a planning-led approach. As a Workplace Advice Consultant at Schwab, you will provide holistic financial planning, education and guidance to participants of Stock Plan Services ("SPS") and Schwab Retirement Plan Services ("RPS") corporate relationship(s) on a team-basis. Acting as the "face of Schwab" for corporate clients, you and your team will support participants as it relates to vectoring the needs of participants across a wide spectrum of wealth management needs, including being able to answer in-the-moment questions and providing point-in-time guidance. While providing high-touch service through relationship building, you will be supported by a team of dedicated professionals who can help in servicing in-depth, complex financial needs your clients may encounter. If you are a self-starter with your securities license, are comfortable with a fast-paced and changing environment and share our passion for serving clients - this role is for you. What you have Required: A valid and active Series 7 license is required A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) Preferred: Bachelor's degree or equivalent work experience preferred. Strong communication and interpersonal skills with the ability to learn and explain complicated subjects with a variety of clients. Experience, comfort, and confidence presenting 1:1 or virtually. A basic understanding of wealth management issues such as: investment planning, insurance planning, retirement planning, equity compensation, deferred compensation, education and family wealth planning, and estate planning. 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. A solid understanding of corporate sponsor and consultant relationships. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $60k-88k yearly est. 1d ago
  • Lead Business Execution Consultant - Commercial Banking Operations - Insurance Monitoring

    Wells Fargo 4.6company rating

    Des Moines, IA jobs

    Wells Fargo is seeking a Lead Business Execution Consultant in the Operational Excellence team as part of Commercial Banking Operations to lead strategic initiatives spanning across all functional areas. The team is responsible for developing, implementing, and executing business initiatives and programs, as well as serving as advocates for Wells Fargo's vision and business plans across business groups. In this role, you will: * Strategically engage with all levels of professionals and managers across multiple lines of businesses and serve as an experienced advisor to the leadership. * Lead the strategy and resolution of highly complex and unique challenges related to Business Execution that require solid analytical skills, extensive knowledge of Business Execution, and understanding of business, delivering longer term and large-scale solutions. * Leverage, consolidate and analyze data to provide insights and identify opportunities to maximize efficiency and effectiveness. * Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans. * Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives and process improvements resulting in successful outcomes. * Develop business cases clearly articulating the key challenges and solution(s) that will result in successful business outcomes. * Provide direction to a cross-functional team using business expertise. * Facilitate decision making and support implementation of recommendations and plans. * Ensure people impact to changes are identified and readiness materials (procedures, communications, etc.) are delivered in a timely fashion. * Agile experience, experience with JIRA, Product Ownership experience, partnering with scrum teams, backlog and other feature supporting experience. * Document requirements, user stories with well defined acceptance criteria, build test scenarios/scripts with minimal supervision. * Effectively manage risks, impediments, and dependencies. Required Qualifications: * 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience in Commercial Banking Operations * Commercial Lending / Insurance Monitoring experience utilizing the following systems; nCino, CCM, BLAST or TCM. * Experience in developing business case funding to support desired process improvement solutions; including technology development * Strong analytical skills with extensive knowledge of Business Execution * Experience gathering/analyzing/interpreting data to identify opportunities, trends, etc. * Experience developing and implementing strategic plans that align with the bank's goals and objectives * In-depth understanding of the banking and financial services industry, including regulatory compliance, market trends, and best practices * Process Management Certifications - Lean Six Sigma, Agile, & Design Thinking * Confident making risk decisions "in" the moment * Experience working with all levels of management with minimal management direction. * Proven ability to meet expectations in a fast-paced non-consistent environment with multiple accountabilities happening simultaneously * Well-developed organizational and prioritization skills with the ability to manage multiple and sometimes competing priorities * Sense of urgency, passion for results, and personal accountability for achievement * Ability to communicate at various levels of the organization, from frontline employees to executive leadership, including presentations and summaries * Strong Project Management & Risk Management tools Job Expectations: * Ability to work a hybrid schedule * Willingness to work on-site at stated locations * This position is not eligible for Visa sponsorship Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $119,000.00 - $206,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 18 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $119k-206k yearly 3d ago
  • Lead Business Execution Consultant - Commercial Banking Operations - Insurance Monitoring

    Wells Fargo 4.6company rating

    Des Moines, IA jobs

    Wells Fargo is seeking a **Lead Business Execution Consultant** in the **Operational Excellence** team as part of **Commercial Banking Operations** to lead strategic initiatives spanning across all functional areas. The team is responsible for developing, implementing, and executing business initiatives and programs, as well as serving as advocates for Wells Fargo's vision and business plans across business groups. **In this role, you will:** + Strategically engage with all levels of professionals and managers across multiple lines of businesses and serve as an experienced advisor to the leadership. + Lead the strategy and resolution of highly complex and unique challenges related to Business Execution that require solid analytical skills, extensive knowledge of Business Execution, and understanding of business, delivering longer term and large-scale solutions. + Leverage, consolidate and analyze data to provide insights and identify opportunities to maximize efficiency and effectiveness. + Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans. + Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives and process improvements resulting in successful outcomes. + Develop business cases clearly articulating the key challenges and solution(s) that will result in successful business outcomes. + Provide direction to a cross-functional team using business expertise. + Facilitate decision making and support implementation of recommendations and plans. + Ensure people impact to changes are identified and readiness materials (procedures, communications, etc.) are delivered in a timely fashion. + Agile experience, experience with JIRA, Product Ownership experience, partnering with scrum teams, backlog and other feature supporting experience. + Document requirements, user stories with well defined acceptance criteria, build test scenarios/scripts with minimal supervision. + Effectively manage risks, impediments, and dependencies. **Required Qualifications:** + 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Experience in Commercial Banking Operations + Commercial Lending / Insurance Monitoring experience utilizing the following systems; nCino, CCM, BLAST or TCM. + Experience in developing business case funding to support desired process improvement solutions; including technology development + Strong analytical skills with extensive knowledge of Business Execution + Experience gathering/analyzing/interpreting data to identify opportunities, trends, etc. + Experience developing and implementing strategic plans that align with the bank's goals and objectives + In-depth understanding of the banking and financial services industry, including regulatory compliance, market trends, and best practices + Process Management Certifications - Lean Six Sigma, Agile, & Design Thinking + Confident making risk decisions "in" the moment + Experience working with all levels of management with minimal management direction. + Proven ability to meet expectations in a fast-paced non-consistent environment with multiple accountabilities happening simultaneously + Well-developed organizational and prioritization skills with the ability to manage multiple and sometimes competing priorities + Sense of urgency, passion for results, and personal accountability for achievement + Ability to communicate at various levels of the organization, from frontline employees to executive leadership, including presentations and summaries + Strong Project Management & Risk Management tools **Job Expectations:** + Ability to work a hybrid schedule + Willingness to work on-site at stated locations + This position is not eligible for Visa sponsorship **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $119,000.00 - $206,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 18 Dec 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-500486
    $119k-206k yearly 59d ago
  • Lead Business Execution Consultant - Commercial Banking Operations - Insurance Monitoring

    Wells Fargo 4.6company rating

    Charlotte, NC jobs

    Wells Fargo is seeking a Lead Business Execution Consultant in the Operational Excellence team as part of Commercial Banking Operations to lead strategic initiatives spanning across all functional areas. The team is responsible for developing, implementing, and executing business initiatives and programs, as well as serving as advocates for Wells Fargo's vision and business plans across business groups. In this role, you will: * Strategically engage with all levels of professionals and managers across multiple lines of businesses and serve as an experienced advisor to the leadership. * Lead the strategy and resolution of highly complex and unique challenges related to Business Execution that require solid analytical skills, extensive knowledge of Business Execution, and understanding of business, delivering longer term and large-scale solutions. * Leverage, consolidate and analyze data to provide insights and identify opportunities to maximize efficiency and effectiveness. * Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans. * Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives and process improvements resulting in successful outcomes. * Develop business cases clearly articulating the key challenges and solution(s) that will result in successful business outcomes. * Provide direction to a cross-functional team using business expertise. * Facilitate decision making and support implementation of recommendations and plans. * Ensure people impact to changes are identified and readiness materials (procedures, communications, etc.) are delivered in a timely fashion. * Agile experience, experience with JIRA, Product Ownership experience, partnering with scrum teams, backlog and other feature supporting experience. * Document requirements, user stories with well defined acceptance criteria, build test scenarios/scripts with minimal supervision. * Effectively manage risks, impediments, and dependencies. Required Qualifications: * 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience in Commercial Banking Operations * Commercial Lending / Insurance Monitoring experience utilizing the following systems; nCino, CCM, BLAST or TCM. * Experience in developing business case funding to support desired process improvement solutions; including technology development * Strong analytical skills with extensive knowledge of Business Execution * Experience gathering/analyzing/interpreting data to identify opportunities, trends, etc. * Experience developing and implementing strategic plans that align with the bank's goals and objectives * In-depth understanding of the banking and financial services industry, including regulatory compliance, market trends, and best practices * Process Management Certifications - Lean Six Sigma, Agile, & Design Thinking * Confident making risk decisions "in" the moment * Experience working with all levels of management with minimal management direction. * Proven ability to meet expectations in a fast-paced non-consistent environment with multiple accountabilities happening simultaneously * Well-developed organizational and prioritization skills with the ability to manage multiple and sometimes competing priorities * Sense of urgency, passion for results, and personal accountability for achievement * Ability to communicate at various levels of the organization, from frontline employees to executive leadership, including presentations and summaries * Strong Project Management & Risk Management tools Job Expectations: * Ability to work a hybrid schedule * Willingness to work on-site at stated locations * This position is not eligible for Visa sponsorship Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $119,000.00 - $206,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 18 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $71k-89k yearly est. 3d ago
  • Lead Business Execution Consultant - Commercial Banking Operations - Insurance Monitoring

    Wells Fargo 4.6company rating

    Minneapolis, MN jobs

    Wells Fargo is seeking a Lead Business Execution Consultant in the Operational Excellence team as part of Commercial Banking Operations to lead strategic initiatives spanning across all functional areas. The team is responsible for developing, implementing, and executing business initiatives and programs, as well as serving as advocates for Wells Fargo's vision and business plans across business groups. In this role, you will: * Strategically engage with all levels of professionals and managers across multiple lines of businesses and serve as an experienced advisor to the leadership. * Lead the strategy and resolution of highly complex and unique challenges related to Business Execution that require solid analytical skills, extensive knowledge of Business Execution, and understanding of business, delivering longer term and large-scale solutions. * Leverage, consolidate and analyze data to provide insights and identify opportunities to maximize efficiency and effectiveness. * Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans. * Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives and process improvements resulting in successful outcomes. * Develop business cases clearly articulating the key challenges and solution(s) that will result in successful business outcomes. * Provide direction to a cross-functional team using business expertise. * Facilitate decision making and support implementation of recommendations and plans. * Ensure people impact to changes are identified and readiness materials (procedures, communications, etc.) are delivered in a timely fashion. * Agile experience, experience with JIRA, Product Ownership experience, partnering with scrum teams, backlog and other feature supporting experience. * Document requirements, user stories with well defined acceptance criteria, build test scenarios/scripts with minimal supervision. * Effectively manage risks, impediments, and dependencies. Required Qualifications: * 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience in Commercial Banking Operations * Commercial Lending / Insurance Monitoring experience utilizing the following systems; nCino, CCM, BLAST or TCM. * Experience in developing business case funding to support desired process improvement solutions; including technology development * Strong analytical skills with extensive knowledge of Business Execution * Experience gathering/analyzing/interpreting data to identify opportunities, trends, etc. * Experience developing and implementing strategic plans that align with the bank's goals and objectives * In-depth understanding of the banking and financial services industry, including regulatory compliance, market trends, and best practices * Process Management Certifications - Lean Six Sigma, Agile, & Design Thinking * Confident making risk decisions "in" the moment * Experience working with all levels of management with minimal management direction. * Proven ability to meet expectations in a fast-paced non-consistent environment with multiple accountabilities happening simultaneously * Well-developed organizational and prioritization skills with the ability to manage multiple and sometimes competing priorities * Sense of urgency, passion for results, and personal accountability for achievement * Ability to communicate at various levels of the organization, from frontline employees to executive leadership, including presentations and summaries * Strong Project Management & Risk Management tools Job Expectations: * Ability to work a hybrid schedule * Willingness to work on-site at stated locations * This position is not eligible for Visa sponsorship Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $119,000.00 - $206,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 18 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $71k-88k yearly est. 3d ago
  • Lead Business Execution Consultant - Commercial Banking Operations - Insurance Monitoring

    Wells Fargo 4.6company rating

    Minneapolis, MN jobs

    Wells Fargo is seeking a **Lead Business Execution Consultant** in the **Operational Excellence** team as part of **Commercial Banking Operations** to lead strategic initiatives spanning across all functional areas. The team is responsible for developing, implementing, and executing business initiatives and programs, as well as serving as advocates for Wells Fargo's vision and business plans across business groups. **In this role, you will:** + Strategically engage with all levels of professionals and managers across multiple lines of businesses and serve as an experienced advisor to the leadership. + Lead the strategy and resolution of highly complex and unique challenges related to Business Execution that require solid analytical skills, extensive knowledge of Business Execution, and understanding of business, delivering longer term and large-scale solutions. + Leverage, consolidate and analyze data to provide insights and identify opportunities to maximize efficiency and effectiveness. + Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans. + Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives and process improvements resulting in successful outcomes. + Develop business cases clearly articulating the key challenges and solution(s) that will result in successful business outcomes. + Provide direction to a cross-functional team using business expertise. + Facilitate decision making and support implementation of recommendations and plans. + Ensure people impact to changes are identified and readiness materials (procedures, communications, etc.) are delivered in a timely fashion. + Agile experience, experience with JIRA, Product Ownership experience, partnering with scrum teams, backlog and other feature supporting experience. + Document requirements, user stories with well defined acceptance criteria, build test scenarios/scripts with minimal supervision. + Effectively manage risks, impediments, and dependencies. **Required Qualifications:** + 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Experience in Commercial Banking Operations + Commercial Lending / Insurance Monitoring experience utilizing the following systems; nCino, CCM, BLAST or TCM. + Experience in developing business case funding to support desired process improvement solutions; including technology development + Strong analytical skills with extensive knowledge of Business Execution + Experience gathering/analyzing/interpreting data to identify opportunities, trends, etc. + Experience developing and implementing strategic plans that align with the bank's goals and objectives + In-depth understanding of the banking and financial services industry, including regulatory compliance, market trends, and best practices + Process Management Certifications - Lean Six Sigma, Agile, & Design Thinking + Confident making risk decisions "in" the moment + Experience working with all levels of management with minimal management direction. + Proven ability to meet expectations in a fast-paced non-consistent environment with multiple accountabilities happening simultaneously + Well-developed organizational and prioritization skills with the ability to manage multiple and sometimes competing priorities + Sense of urgency, passion for results, and personal accountability for achievement + Ability to communicate at various levels of the organization, from frontline employees to executive leadership, including presentations and summaries + Strong Project Management & Risk Management tools **Job Expectations:** + Ability to work a hybrid schedule + Willingness to work on-site at stated locations + This position is not eligible for Visa sponsorship **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $119,000.00 - $206,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 18 Dec 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-500486
    $71k-88k yearly est. 59d ago

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