Finance Vice President jobs at State Street - 139 jobs

Who we are looking for Reporting into the Emerging Technologies Governance Lead, the Artificial Intelligence Governance SME will execute governance, risk and control activities and help develop and maintain internal standards for artificial intelligence, commensurate with evolving risk profile, global footprint, and corporate and regulatory expectations. The role supports State Street's strategic objectives to prioritize risk excellence and deliver innovative solutions in a safe and sound manner. Artificial Intelligence Governance SME is a strategic role and will be engaged across all aspects of risk measurement, product development, and risk mitigation for innovative AI technologies, in partnership with global business units and lines of defense. This unique role requires in-depth understanding of artificial intelligence risks, fluency with software design and evaluation, and proven abilities to adapt governance best practices in an evolving regulatory environment. Why this role is important to us The function that this individual is responsible for is critical to the overall success of implementing innovative solutions enabled by artificial intelligence and other emerging technologies. Across the globe, institutional investors rely on State Street to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need talented and experienced individuals who will define the future for State Street and its customers. In this role you will strive for nothing less than to design and build a safe and sound financial infrastructure of the future. What you will be responsible for As Artificial Intelligence Governance SME you will: Implement and manage first line governance responsibilities for AI, and possibly other emerging technologies (e.g., blockchain and digital assets, quantum) in the future as our program and needs evolve Provide independent risk oversight and challenge, engage in due diligence and risk assessments, and design appropriate controls Work closely with AI developers, users, and other stakeholders throughout the software lifecycle to integrate and innovate best practices in Responsible AI, from UI design and user research to AI testing automation and observability Lead the development and continuous improvement of internal technical standards supporting responsible development, implementation, and use of artificial intelligence Collaborate across lines of defense to design, implement and monitor a control environment that effectively mitigates key risks inherent to artificial intelligence applications and be a catalyst for positive change and continuous improvement Become a subject matter expert on corporate program requirements, regulatory expectations and industry best practices and support as well as monitor compliance across the emerging technology implementations Manage a variety of key deliverables, as needed, and lead global adoption of relevant controls and best practices Develop and maintain relationships across State Street to influence collaboration and strategic execution Champion increased understanding of Responsible AI company-wide Support interpretation and application of evolving industry best practices and regulatory guidance Support responses to regulatory inquiries focused on AI and other emerging technologies Engage with industry development of Responsible AI and emerging technologies assurance practices, and maintain an external network Education & Qualifications Minimum 8 years of professional experience (or academic with significant industry experience), including with financial services (ideally in the context of a heavily regulated global bank) and a strong history of results-driven strategic execution 5+ years of experience in artificial intelligence, Responsible AI, evolving technology regulation and industry frameworks, FinTech, or RegTech Working knowledge of common Generative AI architectures and related technical concepts Experience with responsible development and governance of AI and Generative AI, including but not limited to; enabling trustworthy and Responsible AI in product development and technology services; working with industry standards, Responsible AI frameworks (e.g., NIST RMF), and emerging research on AI quality and safety metrics; applying the EU AI Act and other global regulations for AI and IT Excellent presentation, communications, and influencing skills Proven ability to build collaborative relationships with internal and external partners and stakeholders Preferred Qualifications Management consulting experience and/or demonstrated thought leadership (technical or policy-oriented) in Responsible AI a plus Degree in computer science, engineering, or a related field a plus Proficiency in Python and Gen AI testing automation a plus Entrepreneurial attitude, with experience in fast-paced corporate environments a plus Salary Range: $120,000 - $217,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

A leading global financial institution is seeking a Vice President in Alternative Fund Services to lead a Fund Accounting team. You will drive excellence in operations and be pivotal in our initiatives involving a diverse client base. The ideal candidate will have over 10 years of accounting experience, comprehensive knowledge of hedge/private equity environments, and a strategic mindset. This role offers a dynamic environment where your leadership will significantly impact our client's success and business growth. #J-18808-Ljbffr

A leading financial institution is looking for a Commercial Banker specializing in Healthcare, Higher Education & Non-Profit sectors in Boston. This role involves managing client relationships, mentoring junior team members, and understanding industry trends. Candidates should have 5+ years of experience in direct lending and be proficient in commercial banking products. A bachelor's degree is preferred. The role offers competitive compensation and benefits, including health care coverage, retirement savings, and tuition reimbursement. #J-18808-Ljbffr

**About this role** The Portfolio Consultant is a Vice President / Director level role within BlackRock's Portfolio Design Team in the US Wealth Advisory (USWA) business. The Portfolio Design team provides detailed portfolio construction guidance to the key investment decision makers at the largest and fastest growing financial advisory firms. As a Portfolio Consultant, you will be expected to: + Build recurring, research-based consulting relationships with the largest, and fastest growing advisor teams and RIAs, helping them create new models, improve existing models, and implement their best investment ideas at scale. + Combine quantitative portfolio analysis with qualitative insights to impactfully communicate with key investment decision makers. + Partner with BlackRock's Multi-Asset Strategies and Solutions (MASS) team to deploy custom model solutions. + Create strong relationships with internal sales and distribution partners. Must approach the role as a business owner and be accountable for maintaining a full calendar of events and meetings. + Support USWA initiatives to create a portfolio construction-centric selling culture by partnering with BlackRock's investment teams to develop thought leadership and commercial narratives. Qualification / Skills + BA/BS required. Advanced Degree / CFA is strongly preferred. + A minimum of 7 years investment or asset management experience; additional experience preferred. + Strong analytical skills are a must. Background in statistics, econometrics, or other technical discipline desired. + Experience managing multi-asset portfolios and building investment platforms for US wealth clients. + Strong communication skills, both verbal and written. Must be credible as an investment professional and able to distill complex portfolio theory down to actionable insights. + Interest and aptitude for continued learning. Stay on the forefront of practical application of portfolio theory and product development. + Series 7 & Series 66 required For New York, NY Only the salary range for this position is USD$200,000.00 - USD$270,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. For Princeton, NJ, Chicago, IL and Boston, MA Only the salary range for this position is USD$185,000.00 - USD$250,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

**About this role** **About this role:** We are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned territory to help identify, develop, and own client relationships. As the world's largest asset manager, BlackRock has product and solution offerings for almost any investor's needs. In this role, you will be directly responsible for representing BlackRock's retirement business and delivering the full capability of the firm to retail Wirehouse, RIA and Independent advisors along with key record keeper partners. This role can be based in Boston, Princeton or Chicago - with occasional territory travel. **Business Description:** BlackRock's US Wealth Advisory ("USWA") business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs, and sub-advisory relationships. USWAs mandate is to deliver One BlackRock to retail. **Role Description:** BlackRock Retirement Specialists in US Wealth Advisory are responsible for accelerating the growth of BlackRock retirement product solutions spanning LifePath, Collective Investment Trusts, Co-Manufactured Products and MF solutions. The scope of their role includes three core elements: 1. In partnership with a Defined Contribution Consultant (External Wholesaler) drive deeper commercial results and expand relationships with the largest fastest growing retirement financial advisors. 2. Each Retirement Specialist is focused on cultivating new relationships across their discrete client focus list to deliver new client relationships with the next generation of the largest and fastest growing retirement financial advisors. 3. Partner closely with key COIs across our record keeper partners to create leverage and uncover new commercial opportunities. **Who Typically Applies for this Job?** Experienced Sales Professionals who have a track record of client engagement, relationship building and business development Goal-oriented and commercially driven candidates focused on reaching and exceeding sales goals Candidates who have excellent interpersonal skills, a high degree of attention to detail, strong analytical abilities and appreciate data analytics to facilitate sales Individuals with a strong passion for the asset management industry and capital markets **Primary Responsibilities:** + Embrace technology, data-driven targeted sales leads and the BlackRock selling system to execute virtual client engagements + Uncover client needs and deploy the appropriate products, solutions or resources + Demonstrate mastery of BlackRock's products, solutions, thought leadership and digital platform + Identify and develop relationships with the current and next generation of largest and fastest growing retirement financial advisors + Build an efficient and thoughtful strategy to maximize engagement and influence + Embrace the firm's commitment to the client experience and exceed client contact expectations **Skills and Qualifications:** + Bachelor's degree required + CFP, CIMA, CAIA or CFA preferred + Minimum 3+ years in asset management sales + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written communication skills + Strong sales, partnership, and organizational skills, including profiling and resource deployment + Mastery of virtual engagement technology including Webex and Zoom + NASD Series 7 and 66 (or 63 & 65) required, willingness to obtain within first few months of employment if candidate does not hold both + Clean U-4 For Princeton, NJ, Chicago, IL, Boston, MA and Atlanta, GA Only the salary range for this position is USD$105,000.00 - USD$137,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

**About this role** **About this role** We are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned territory to help identify, develop, and own client relationships. As the world's largest asset manager, BlackRock has product and solution offerings for almost any investor's needs. In this sole practitioner role, you will be directly responsible for representing the entirety of the firm to retail Wirehouse, RIA and Independent advisors using data insights and technology to execute sales. This role may be based in any of our home office locations - Princeton, Boston, Chicago, San Francisco & Atlanta - with occasional territory travel. **Business Description:** BlackRock's US Wealth Advisory ("USWA") business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs, and sub-advisory relationships. USWAs mandate is to deliver One BlackRock to retail. **Role Description:** BlackRock Wealth Solutions Specialists in US Wealth Advisory are responsible for accelerating the growth of all products and solutions. The scope of their role includes three core elements: Develop deep client relationships through thorough and comprehensive profiling to understand client needs and identify sales opportunities. Collaboration with other sales professionals to drive results across the entire breadth of BlackRock's solutions (ETF, Mutual Funds, SMA, Alternatives, Models). Advisor education on BlackRock's robust digital platform providing them on demand access to a wealth of resources with occasional travel for meetings and leveraged events. **Who Typically Applies for this Job?** + Experienced Sales Professionals who have a track record of client engagement, relationship building and business development + Goal-oriented and commercially driven candidates focused on reaching and exceeding sales goals + Candidates who have excellent interpersonal skills, a high degree of attention to detail, strong analytical abilities and appreciate data analytics to facilitate sales + Individuals with a strong passion for the asset management industry and capital markets **Primary Responsibilities:** + Embrace technology, data-driven targeted sales leads and the BlackRock selling system to execute virtual client engagements + Uncover client needs and deploy the appropriate products, solutions or resources + Demonstrate mastery of BlackRock's products, solutions, thought leadership and digital platform + Identify and develop relationships with the next generation of largest and fastest growing advisors + Build an efficient and thoughtful strategy to maximize engagement and influence + Embrace the firm's commitment to the client experience and exceed client contact expectations **Skills and Qualifications:** + Bachelor's degree required + CFP, CAIA, CIMA or CFA preferred + Minimum 3+ years in asset management sales + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written communication skills + Strong sales, partnership, and organizational skills, including profiling and resource deployment + Mastery of virtual engagement technology including Webex and Zoom + NASD Series 7 and 66 (or 63 & 65) required, willingness to obtain within first few months of employment if candidate does not hold both + Clean U-4 For San Francisco, CA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. For Princeton, NJ, Chicago, IL, Boston, MA and Atlanta, GA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

**About this role** **Role Description:** BlackRock SMA Specialists in US Wealth Advisory are responsible for accelerating the growth of Separately Managed Accounts in partnership with generalist relationship managers across all advisor segments (Wirehouse, Independent and RIA). SMA Specialists serve as a subject matter expert across the full range of BlackRock SMA offerings including active FI and equity SMAs, Aperio direct indexing and SpiderRock option overlay strategies. They are tasked with developing client relationships, educating financial professionals on the benefits of SMAs, and positioning BlackRock's full suite of custom SMA solutions for their high-net-worth clients. They are the go-to resource for education and training for the internal sales team. They will be focused on delivering deep expertise and broadening our reach to more advisors while proving a "white glove" experience to SMA clients making BlackRock the most convenient asset manager to do business with. **Primary Responsibilities:** + Demonstrate mastery across the full breath of BlackRock SMA offerings - active FI and equity SMAs, Aperio direct indexing and SpiderRock option overlay strategies. + Employ a collaborative approach to partner with various internal colleagues to deliver all of BlackRock's resources and solutions to the client - strong prioritization and resource allocation skills are key + Utilize custom SMA proposals and client reporting to deliver solutions aligned to the end client's personalized goals and objectives + Demonstrate a deep understanding of sponsor platforms across the wealth landscape, including strategies available, pricing structures, operational connectivity, and firm-specific nuances + Embrace technology to deliver an exceptional client experience **Skills and Qualifications:** + Bachelor's degree required + CFP, CIMA or CFA preferred + Minimum 3+ years in SMA, ETF or mutual fund sales + Strong financial services background with knowledge of investment trends and advisor practices + Solid understanding of fixed income, equity and options markets + Exceptional verbal and written communication skills + Strong sales, partnership, and organizational skills, including profiling and resource deployment + Clean U-4 + Occasional travel required + Position will reside in a BlackRock office with a Wealth Distribution Partners presence (Princeton, Boston, Atlanta, Chicago, San Francisco) For San Francisco, CA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. For Princeton, NJ, Chicago, IL, Boston, MA and Atlanta, GA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

**About this role** **Role Description** BlackRock USWA Alts Sales is a specialized sales force that covers all channels, geographies, and Alternatives products in partnership with the generalist relationship managers in US Wealth Advisory. The group has exceptional access to the investment teams, resources, and strategies within BlackRock. Alternative Investment Specialists are responsible for adding scale to our alternatives distribution strategy by developing client relationships, educating financial advisors on the benefits of investing in the Alternatives space, and positioning BlackRock's suite of AI products with advisors across the Wirehouse, Independent Broker Dealer, and RIA segments. They will be focused on delivering deep expertise and broadening our reach to more advisors through leveraged events and educating our internal sales teams to grow the BlackRock Alternative Investment franchise. This position will reside in a BlackRock office with a Wealth Distribution Partners presence (Princeton, Boston, Atlanta, Chicago, San Francisco) **Primary Responsibilities:** + Demonstrate mastery of BlackRock Alternative Investment products and resources + Effectively profile to deliver fiduciary and investment insights through portfolio construction conversations + Embrace data-driven segmentation and the BlackRock sales process to drive deeper relationships with Wirehouse, Independent and RIA clients + Broaden our reach to more advisors through leveraged events + Employ a collaborative approach to partner with various internal colleagues to deliver all of BlackRock's resources and solutions to the client - strong prioritization and resource allocation skills are key + Embrace technology to deliver an exceptional client experience **Skills and Qualifications:** + Bachelor's degree required + CIMA / CAIA Certification (or progress toward completion) + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written communication skills + Strong territory management and sales skills, including profiling and resource deployment + NASD Series 7 and 66 (or 63 & 65) required + Clean U-4 + Occasional travel required For San Francisco, CA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. For Princeton, NJ, Chicago, IL, Boston, MA and Atlanta, GA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

Step into a pivotal role at JPMorganChase, where your expertise in control management will shape our compliance and risk framework. Elevate your career with opportunities for growth and collaboration in a dynamic team environment. Join us to make a significant impact on our operations and safeguard our firm's integrity. As a Control Manager within JPMorganChase, you will lead the charge in identifying and mitigating compliance and operational risks. Your role is crucial in enhancing our control environment through innovative solutions and advanced data analysis. We value a culture of continuous improvement and collaboration, where your skills to design and evaluate controls and stakeholder management will thrive. You will support institutional clients and focus on fund accounting and administration activities. You will engage with stakeholders across Operations, Technology, Product, and other functions, ensuring alignment with business objectives and industry standards. **Job responsibilities** + Perform risk assessments to uncover vulnerabilities and lead the development and implementation of operational controls to improve efficiency and reduce operational risks + Assess and review control effectiveness, providing recommendations to align with firmwide standards. + Manage large-scale projects related to operations control management, ensuring timely execution. + Analyze operational risk data and deliver actionable insights to senior leadership, while collaborating with internal stakeholders to foster transparent communication and achieve desired outcomes. + Coordinate Audit & Regulatory Review + Oversee Compliance and Operational Risk Evaluation (CORE) updates in accordance with firm standards. + Inform about industry developments and regulatory updates to enhance control processes. **Required qualifications, capabilities, and skills** + 15+ years experience in control management, operations, and audit within financial services, with a strong emphasis on compliance and operational risk mitigation. + Strong skills in Stakeholder management, enabling effective communication and collaboration to drive successful outcomes. + Expertise in leading global, diverse teams, cultivate a culture of continuous improvement, and ensure alignment with operational policies and standards. + Strong project management skills and a commitment to operational excellence **Preferred qualifications, capabilities, and skills** + Experience partnering with diverse teams to drive efficiency and process enhancement + Experience in process re-engineering + Ability to question and probe activity/functions across multiple business areas + High attention to detail and ability to succinctly frame issues and recommendations + Experience in presenting activity and progress to senior management + Knowledge of regulatory requirements impacting Securities Services JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Boston,MA $118,750.00 - $190,000.00 / year

JobID: 210696189 JobSchedule: Full time JobShift: Day Base Pay/Salary: Boston,MA $118,750.00-$190,000.00 Step into a pivotal role at JPMorganChase, where your expertise in control management will shape our compliance and risk framework. Elevate your career with opportunities for growth and collaboration in a dynamic team environment. Join us to make a significant impact on our operations and safeguard our firm's integrity. As a Control Manager within JPMorganChase, you will lead the charge in identifying and mitigating compliance and operational risks. Your role is crucial in enhancing our control environment through innovative solutions and advanced data analysis. We value a culture of continuous improvement and collaboration, where your skills to design and evaluate controls and stakeholder management will thrive. You will support institutional clients and focus on fund accounting and administration activities. You will engage with stakeholders across Operations, Technology, Product, and other functions, ensuring alignment with business objectives and industry standards. Job responsibilities * Perform risk assessments to uncover vulnerabilities and lead the development and implementation of operational controls to improve efficiency and reduce operational risks * Assess and review control effectiveness, providing recommendations to align with firmwide standards. * Manage large-scale projects related to operations control management, ensuring timely execution. * Analyze operational risk data and deliver actionable insights to senior leadership, while collaborating with internal stakeholders to foster transparent communication and achieve desired outcomes. * Coordinate Audit & Regulatory Review * Oversee Compliance and Operational Risk Evaluation (CORE) updates in accordance with firm standards. * Inform about industry developments and regulatory updates to enhance control processes. Required qualifications, capabilities, and skills * 15+ years experience in control management, operations, and audit within financial services, with a strong emphasis on compliance and operational risk mitigation. * Strong skills in Stakeholder management, enabling effective communication and collaboration to drive successful outcomes. * Expertise in leading global, diverse teams, cultivate a culture of continuous improvement, and ensure alignment with operational policies and standards. * Strong project management skills and a commitment to operational excellence Preferred qualifications, capabilities, and skills * Experience partnering with diverse teams to drive efficiency and process enhancement * Experience in process re-engineering * Ability to question and probe activity/functions across multiple business areas * High attention to detail and ability to succinctly frame issues and recommendations * Experience in presenting activity and progress to senior management * Knowledge of regulatory requirements impacting Securities Services

Step into a pivotal role at JPMorganChase, where your expertise in control management will shape our compliance and risk framework. Elevate your career with opportunities for growth and collaboration in a dynamic team environment. Join us to make a significant impact on our operations and safeguard our firm's integrity. As a Control Manager within JPMorganChase, you will lead the charge in identifying and mitigating compliance and operational risks. Your role is crucial in enhancing our control environment through innovative solutions and advanced data analysis. We value a culture of continuous improvement and collaboration, where your skills to design and evaluate controls and stakeholder management will thrive. You will support institutional clients and focus on fund accounting and administration activities. You will engage with stakeholders across Operations, Technology, Product, and other functions, ensuring alignment with business objectives and industry standards. Job responsibilities Perform risk assessments to uncover vulnerabilities and lead the development and implementation of operational controls to improve efficiency and reduce operational risks Assess and review control effectiveness, providing recommendations to align with firmwide standards. Manage large-scale projects related to operations control management, ensuring timely execution. Analyze operational risk data and deliver actionable insights to senior leadership, while collaborating with internal stakeholders to foster transparent communication and achieve desired outcomes. Coordinate Audit & Regulatory Review Oversee Compliance and Operational Risk Evaluation (CORE) updates in accordance with firm standards. Inform about industry developments and regulatory updates to enhance control processes. Required qualifications, capabilities, and skills 15+ years experience in control management, operations, and audit within financial services, with a strong emphasis on compliance and operational risk mitigation. Strong skills in Stakeholder management, enabling effective communication and collaboration to drive successful outcomes. Expertise in leading global, diverse teams, cultivate a culture of continuous improvement, and ensure alignment with operational policies and standards. Strong project management skills and a commitment to operational excellence Preferred qualifications, capabilities, and skills Experience partnering with diverse teams to drive efficiency and process enhancement Experience in process re-engineering Ability to question and probe activity/functions across multiple business areas High attention to detail and ability to succinctly frame issues and recommendations Experience in presenting activity and progress to senior management Knowledge of regulatory requirements impacting Securities Services

This is a Commercial Banker position on the Software coverage team, a national coverage unit within the DT& C national vertical group. The Software coverage universe consists of US headquartered corporates operating in all Software industries and related sub sectors, inclusive of fin-tech, generating annual revenues of $100MM -$3BN. Banker would be responsible for originating and managing Citi's coverage and expansion efforts, lead credit dialogue, proactively identify cross sell opportunities, drive client-centric solutions and achieve ambitious growth targets set for the business. New Business generation is industry focused without geographic constraints within the US. Banker would effectively deliver industry insights and knowledge externally to clients and the market, and internally to leadership, Risk, and other partners. This position would work closely with internal counterparts including, but not limited to, Investment Banking, Treasury & Trade, Credit, Derivative Markets, Loan Syndications, Debt Capital Markets, and Equity Capital Markets. The role reports directly to the CCB US Software Sector Head. **Responsibilities:** + Originate, manage, and grow new, multi-product and multi-country client relationships. Own, respond to, uncover and anticipate future needs, roadblocks, business & industry risks and headwinds + Drive innovation on the solutions we provide clients through partnerships with product specialists and subject matter experts, while structuring deals that balance risk and reward. + "Be the Best" for our clients by understanding and delivering on clients' holistic operational, risk management, financing and strategic agenda. Be responsible for Client-level planning, budget and revenue responsibilities. Identify cross-sell opportunities to deepen and increase share of wallet. + Drive complex multi-product solutions across multiple geographies, such as regional cash management solutions, coordinated hedging solutions and Capital raising solutions, etc. + Work closely with Credit Loan Management and Independent Risk to ensure the establishment of new credit relationships as well as the monitoring of the existing credit portfolio. + Ensure compliance with regulatory requirements and Citi's policies / guidelines at all times + Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations + Introduces solutions to clients in building and strengthening an effective portfolio + Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients' individual needs + Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate "Know Your Client" (KYC) and other compliance deliverables are met; + Identifies cross-sell opportunities to deepen and increase share of wallet; + Maximizes client experience by proactive sharing markets updates, trend and intelligence + Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate + Networks with clients to identify avenues for new business opportunities; + Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes + Ensures compliance with regulatory requirements and Citi's policies / guidelines at all time + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 10+ years of experience in Commercial Banking with technology client exposure + Active FINRA Licensing, 79, 63 and SIE or ability to obtain once onboard + Self-starter with a team player mindset - proven track record of robust new client acquisitions and sound risk management + Sound knowledge of banking and investment products and process + Demonstrates intermediate to advanced credit skills; structures more complex deals, including global transactions + Demonstrates an expert level of Early Warning Detection skills + Demonstrates expert level credit skills; capable of structuring all credit deals and guiding staff through the credit deal approval process + Demonstrates advanced Citi's credit-process and credit-appetite knowledge + Ability to work effectively in team setting + Ability to coordinate multi-functional teams to provide an exceptional client experience. + Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership) + Ability to work under pressure while making sound decisions + Highly focused, able to rapidly identify key priorities, clearly communicate the priorities + Accountable for significant direct business results or authoritative advice regarding the operations of the business. + A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience + Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients + Able to quickly adapt priorities based on the latest data insights **Education:** + Bachelor's/University degree, Masters degree preferred ------------------------------------------------------ **Job Family Group:** Commercial and Business Sales ------------------------------------------------------ **Job Family:** Relationship Management ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Boston Massachusetts United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $182,400.00 - $273,600.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Jan 31, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

This is a Commercial Banker position on the Software coverage team, a national coverage unit within the DT& C national vertical group. The Software coverage universe consists of US headquartered corporates operating in all Software industries and related sub sectors, inclusive of fin-tech, generating annual revenues of $100MM -$3BN. Banker would be responsible for originating and managing Citi's coverage and expansion efforts, lead credit dialogue, proactively identify cross sell opportunities, drive client-centric solutions and achieve ambitious growth targets set for the business. New Business generation is industry focused without geographic constraints within the US. Banker would effectively deliver industry insights and knowledge externally to clients and the market, and internally to leadership, Risk, and other partners. This position would work closely with internal counterparts including, but not limited to, Investment Banking, Treasury & Trade, Credit, Derivative Markets, Loan Syndications, Debt Capital Markets, and Equity Capital Markets. The role reports directly to the CCB US Software Sector Head. Responsibilities: Originate, manage, and grow new, multi-product and multi-country client relationships. Own, respond to, uncover and anticipate future needs, roadblocks, business & industry risks and headwinds Drive innovation on the solutions we provide clients through partnerships with product specialists and subject matter experts, while structuring deals that balance risk and reward. “Be the Best” for our clients by understanding and delivering on clients' holistic operational, risk management, financing and strategic agenda. Be responsible for Client-level planning, budget and revenue responsibilities. Identify cross-sell opportunities to deepen and increase share of wallet. Drive complex multi-product solutions across multiple geographies, such as regional cash management solutions, coordinated hedging solutions and Capital raising solutions, etc. Work closely with Credit Loan Management and Independent Risk to ensure the establishment of new credit relationships as well as the monitoring of the existing credit portfolio. Ensure compliance with regulatory requirements and Citi's policies / guidelines at all times Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations Introduces solutions to clients in building and strengthening an effective portfolio Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients' individual needs Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met; Identifies cross-sell opportunities to deepen and increase share of wallet; Maximizes client experience by proactive sharing markets updates, trend and intelligence Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate Networks with clients to identify avenues for new business opportunities; Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes Ensures compliance with regulatory requirements and Citi's policies / guidelines at all time Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 10+ years of experience in Commercial Banking with technology client exposure Active FINRA Licensing, 79, 63 and SIE or ability to obtain once onboard Self-starter with a team player mindset - proven track record of robust new client acquisitions and sound risk management Sound knowledge of banking and investment products and process Demonstrates intermediate to advanced credit skills; structures more complex deals, including global transactions Demonstrates an expert level of Early Warning Detection skills Demonstrates expert level credit skills; capable of structuring all credit deals and guiding staff through the credit deal approval process Demonstrates advanced Citi's credit-process and credit-appetite knowledge Ability to work effectively in team setting Ability to coordinate multi-functional teams to provide an exceptional client experience. Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership) Ability to work under pressure while making sound decisions Highly focused, able to rapidly identify key priorities, clearly communicate the priorities Accountable for significant direct business results or authoritative advice regarding the operations of the business. A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients Able to quickly adapt priorities based on the latest data insights Education: Bachelor's/University degree, Masters degree preferred ------------------------------------------------------ Job Family Group: Commercial and Business Sales ------------------------------------------------------ Job Family: Relationship Management ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Boston Massachusetts United States ------------------------------------------------------ Primary Location Full Time Salary Range: $182,400.00 - $273,600.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 31, 2026 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

This is a Commercial Banker position on the Software coverage team, a national coverage unit within the DT& C national vertical group. The Software coverage universe consists of US headquartered corporates operating in all Software industries and related sub sectors, inclusive of fin-tech, generating annual revenues of $100MM -$3BN. Banker would be responsible for originating and managing Citi's coverage and expansion efforts, lead credit dialogue, proactively identify cross sell opportunities, drive client-centric solutions and achieve ambitious growth targets set for the business. New Business generation is industry focused without geographic constraints within the US. Banker would effectively deliver industry insights and knowledge externally to clients and the market, and internally to leadership, Risk, and other partners. This position would work closely with internal counterparts including, but not limited to, Investment Banking, Treasury & Trade, Credit, Derivative Markets, Loan Syndications, Debt Capital Markets, and Equity Capital Markets. The role reports directly to the CCB US Software Sector Head. Responsibilities: * Originate, manage, and grow new, multi-product and multi-country client relationships. Own, respond to, uncover and anticipate future needs, roadblocks, business & industry risks and headwinds * Drive innovation on the solutions we provide clients through partnerships with product specialists and subject matter experts, while structuring deals that balance risk and reward. * "Be the Best" for our clients by understanding and delivering on clients' holistic operational, risk management, financing and strategic agenda. Be responsible for Client-level planning, budget and revenue responsibilities. Identify cross-sell opportunities to deepen and increase share of wallet. * Drive complex multi-product solutions across multiple geographies, such as regional cash management solutions, coordinated hedging solutions and Capital raising solutions, etc. * Work closely with Credit Loan Management and Independent Risk to ensure the establishment of new credit relationships as well as the monitoring of the existing credit portfolio. * Ensure compliance with regulatory requirements and Citi's policies / guidelines at all times * Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations * Introduces solutions to clients in building and strengthening an effective portfolio * Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients' individual needs * Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate "Know Your Client" (KYC) and other compliance deliverables are met; * Identifies cross-sell opportunities to deepen and increase share of wallet; * Maximizes client experience by proactive sharing markets updates, trend and intelligence * Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate * Networks with clients to identify avenues for new business opportunities; * Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes * Ensures compliance with regulatory requirements and Citi's policies / guidelines at all time * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 10+ years of experience in Commercial Banking with technology client exposure * Active FINRA Licensing, 79, 63 and SIE or ability to obtain once onboard * Self-starter with a team player mindset - proven track record of robust new client acquisitions and sound risk management * Sound knowledge of banking and investment products and process * Demonstrates intermediate to advanced credit skills; structures more complex deals, including global transactions * Demonstrates an expert level of Early Warning Detection skills * Demonstrates expert level credit skills; capable of structuring all credit deals and guiding staff through the credit deal approval process * Demonstrates advanced Citi's credit-process and credit-appetite knowledge * Ability to work effectively in team setting * Ability to coordinate multi-functional teams to provide an exceptional client experience. * Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership) * Ability to work under pressure while making sound decisions * Highly focused, able to rapidly identify key priorities, clearly communicate the priorities * Accountable for significant direct business results or authoritative advice regarding the operations of the business. * A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience * Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients * Able to quickly adapt priorities based on the latest data insights Education: * Bachelor's/University degree, Masters degree preferred * ----------------------------------------------------- Job Family Group: Commercial and Business Sales * ----------------------------------------------------- Job Family: Relationship Management * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Boston Massachusetts United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $182,400.00 - $273,600.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Jan 31, 2026 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Who we are looking for Reporting into the Emerging Technologies Governance Lead, the Artificial Intelligence Governance SME will execute governance, risk and control activities and help develop and maintain internal standards for artificial intelligence, commensurate with evolving risk profile, global footprint, and corporate and regulatory expectations. The role supports State Street's strategic objectives to prioritize risk excellence and deliver innovative solutions in a safe and sound manner. Artificial Intelligence Governance SME is a strategic role and will be engaged across all aspects of risk measurement, product development, and risk mitigation for innovative AI technologies, in partnership with global business units and lines of defense. This unique role requires in-depth understanding of artificial intelligence risks, fluency with software design and evaluation, and proven abilities to adapt governance best practices in an evolving regulatory environment. Why this role is important to us The function that this individual is responsible for is critical to the overall success of implementing innovative solutions enabled by artificial intelligence and other emerging technologies. Across the globe, institutional investors rely on State Street to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need talented and experienced individuals who will define the future for State Street and its customers. In this role you will strive for nothing less than to design and build a safe and sound financial infrastructure of the future. What you will be responsible for As Artificial Intelligence Governance SME you will: * Implement and manage first line governance responsibilities for AI, and possibly other emerging technologies (e.g., blockchain and digital assets, quantum) in the future as our program and needs evolve * Provide independent risk oversight and challenge, engage in due diligence and risk assessments, and design appropriate controls * Work closely with AI developers, users, and other stakeholders throughout the software lifecycle to integrate and innovate best practices in Responsible AI, from UI design and user research to AI testing automation and observability * Lead the development and continuous improvement of internal technical standards supporting responsible development, implementation, and use of artificial intelligence * Collaborate across lines of defense to design, implement and monitor a control environment that effectively mitigates key risks inherent to artificial intelligence applications and be a catalyst for positive change and continuous improvement * Become a subject matter expert on corporate program requirements, regulatory expectations and industry best practices and support as well as monitor compliance across the emerging technology implementations * Manage a variety of key deliverables, as needed, and lead global adoption of relevant controls and best practices * Develop and maintain relationships across State Street to influence collaboration and strategic execution * Champion increased understanding of Responsible AI company-wide * Support interpretation and application of evolving industry best practices and regulatory guidance * Support responses to regulatory inquiries focused on AI and other emerging technologies * Engage with industry development of Responsible AI and emerging technologies assurance practices, and maintain an external network Education & Qualifications * Minimum 8 years of professional experience (or academic with significant industry experience), including with financial services (ideally in the context of a heavily regulated global bank) and a strong history of results-driven strategic execution * 5+ years of experience in artificial intelligence, Responsible AI, evolving technology regulation and industry frameworks, FinTech, or RegTech * Working knowledge of common Generative AI architectures and related technical concepts * Experience with responsible development and governance of AI and Generative AI, including but not limited to; enabling trustworthy and Responsible AI in product development and technology services; working with industry standards, Responsible AI frameworks (e.g., NIST RMF), and emerging research on AI quality and safety metrics; applying the EU AI Act and other global regulations for AI and IT * Excellent presentation, communications, and influencing skills * Proven ability to build collaborative relationships with internal and external partners and stakeholders Preferred Qualifications * Management consulting experience and/or demonstrated thought leadership (technical or policy-oriented) in Responsible AI a plus * Degree in computer science, engineering, or a related field a plus * Proficiency in Python and Gen AI testing automation a plus * Entrepreneurial attitude, with experience in fast-paced corporate environments a plus Salary Range: $120,000 - $217,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Who we are looking for State Street Global Technology Services (GTS) is seeking a skilled and proven Controls Assurance, Vice President to support a revamped controls assurance program to ensure implementation of the right level of standards and policies. This candidate should have experience delivering outcomes with operational excellence. The candidate should have experience with company risk and controls assurance; they will work across business lines and with the second and third-line partners to help improve our risk management standing. What you will be responsible for * Assist with the review and enhancement of current standards to fulfill regulatory expectations * Review end-to-end processes that are operating in the GTS environment to assess effectiveness around supporting the standards * Review the control effectiveness from a process effectiveness perspective * Help to remediate document gaps against optimal process effectiveness * Support remediation actions or supporting strategic programs necessary to address gaps * Provide regular status updates and supporting project management reports; deliver reporting for senior management What we value These skills will help you succeed in this role * Knowledge of Technology Risk and Cybersecurity frameworks and standards (COBIT, NIST & ITIL etc.,) is required. * Familiar with and has experience managing, global initiatives including timelines, status, interdependencies, resource allocation, risk and issues management * Flexibility to operate in a constant changing environment * Ability to operate in an agile manner to address challenges that come up * Strong project planning skills and expertise in program management, across multiple work-streams * Candidate is knowledgeable with effective business writing methods and techniques and can clearly articulate impactful messaging * Skilled in producing reporting for senior * Candidate can work independently while sharing expertise with colleagues and others * Ability to solve complex problems with support from management * Manages stakeholder needs and expectations while providing consistent and regular communications with support from management * Supports the fulfillment of organizational strategies and objectives * Able to effectively balance multiple tasks through careful prioritization * Candidate can work collaboratively with others to produce a quality work product * Advanced MS Excel, Word, PowerPoint, etc. Education & Preferred Qualifications * Bachelor's degree in Computer Science / Information Technology, IT Security, Risk Management, or a related field * Minimum of 8 - 10 years proven experience with general risk management, auditing standards, and best practice. Salary Range: $120,000 - $217,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Who we are looking for Reporting into the Emerging Technologies Governance Lead, the Artificial Intelligence Governance SME will execute governance, risk and control activities and help develop and maintain internal standards for artificial intelligence, commensurate with evolving risk profile, global footprint, and corporate and regulatory expectations. The role supports State Street's strategic objectives to prioritize risk excellence and deliver innovative solutions in a safe and sound manner. Artificial Intelligence Governance SME is a strategic role and will be engaged across all aspects of risk measurement, product development, and risk mitigation for innovative AI technologies, in partnership with global business units and lines of defense. This unique role requires in-depth understanding of artificial intelligence risks, fluency with software design and evaluation, and proven abilities to adapt governance best practices in an evolving regulatory environment. Why this role is important to us The function that this individual is responsible for is critical to the overall success of implementing innovative solutions enabled by artificial intelligence and other emerging technologies. Across the globe, institutional investors rely on State Street to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need talented and experienced individuals who will define the future for State Street and its customers. In this role you will strive for nothing less than to design and build a safe and sound financial infrastructure of the future. What you will be responsible for As Artificial Intelligence Governance SME you will: * Implement and manage first line governance responsibilities for AI, and possibly other emerging technologies (e.g., blockchain and digital assets, quantum) in the future as our program and needs evolve * Provide independent risk oversight and challenge, engage in due diligence and risk assessments, and design appropriate controls * Work closely with AI developers, users, and other stakeholders throughout the software lifecycle to integrate and innovate best practices in Responsible AI, from UI design and user research to AI testing automation and observability * Lead the development and continuous improvement of internal technical standards supporting responsible development, implementation, and use of artificial intelligence * Collaborate across lines of defense to design, implement and monitor a control environment that effectively mitigates key risks inherent to artificial intelligence applications and be a catalyst for positive change and continuous improvement * Become a subject matter expert on corporate program requirements, regulatory expectations and industry best practices and support as well as monitor compliance across the emerging technology implementations * Manage a variety of key deliverables, as needed, and lead global adoption of relevant controls and best practices * Develop and maintain relationships across State Street to influence collaboration and strategic execution * Champion increased understanding of Responsible AI company-wide * Support interpretation and application of evolving industry best practices and regulatory guidance * Support responses to regulatory inquiries focused on AI and other emerging technologies * Engage with industry development of Responsible AI and emerging technologies assurance practices, and maintain an external network Education & Qualifications * Minimum 8 years of professional experience (or academic with significant industry experience), including with financial services (ideally in the context of a heavily regulated global bank) and a strong history of results-driven strategic execution * 5+ years of experience in artificial intelligence, Responsible AI, evolving technology regulation and industry frameworks, FinTech, or RegTech * Working knowledge of common Generative AI architectures and related technical concepts * Experience with responsible development and governance of AI and Generative AI, including but not limited to; enabling trustworthy and Responsible AI in product development and technology services; working with industry standards, Responsible AI frameworks (e.g., NIST RMF), and emerging research on AI quality and safety metrics; applying the EU AI Act and other global regulations for AI and IT * Excellent presentation, communications, and influencing skills * Proven ability to build collaborative relationships with internal and external partners and stakeholders Preferred Qualifications * Management consulting experience and/or demonstrated thought leadership (technical or policy-oriented) in Responsible AI a plus * Degree in computer science, engineering, or a related field a plus * Proficiency in Python and Gen AI testing automation a plus * Entrepreneurial attitude, with experience in fast-paced corporate environments a plus Salary Range: $120,000 - $217,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Director, Tax - Information Reporting and Withholding to join our Corporate Tax team. This role is located in either Pittsburgh, PA or New York, NY. In this role, you'll make an impact in the following ways: * Works with senior management to ensure compliance with U.S. and non-U.S. information reporting tax legislation * Demonstrates extensive knowledge of Ch. 3, Ch. 4, Ch. 61, 871(m) and 1446(f) of the Internal Revenue Code and corresponding regulations, as well as specialized understanding of the end-to-end processes for withholding, depositing and reporting with a conceptual understanding of relevant tools and systems * Familiarity with non-U.S. withholding and reporting issues; including tax reclaims. * Represents Corporate Tax in Federal, State and non-U.S. controversy related to Information Reporting and Withholding and works with legal counsel and external accounting firms to gather facts and develop strategies to ensure compliance with regulations. * Performs complex research and analysis of the tax law, regulations and cases to provide senior management with recommendations and opinions by applying tax concepts. Once the Corporate Tax policy is determined, then will liaise with various business across the enterprise to implement the regulations. Perform trainings, vendor reviews and review business requirements and procedures during the implementation. * Works with management to identify the most relevant Key Performance Indicators (KPIs). Monitors and manages business performance and reviews and ensures accuracy with the metrics tracking mechanisms and develops solutions from the outcomes of the scorecard reporting. * Uses existing strategic relationships to influence at all levels of the organization * Liaises with lines of business and reporting vendors to ensure proper reporting of tax information * No direct reports. Oversees, advises and guides less experienced Corporate Tax roles and may direct their work. To be successful in this role, we're seeking the following: * Must have Bachelor's degree, or foreign equivalent, in Business Administration, Accounting, or a related field, plus 10 years of progressively responsible experience in the position offered or a related occupation. * Extensive knowledge of Ch. 3, Ch. 4, Ch. 61, 871(m) and 1446(f) of the Internal Revenue Code * Tax documentation knowledge including IRS W-8 and W-9 Tax Forms. * Tax reporting knowledge including rules and regulations governing Forms 1099, Forms 1042-S and FATCA reporting compliance. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $127,000 and $242,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and company- sponsored benefit programs. This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Vice President, Tax - Information Reporting and Withholding to join our Corporate Tax team. This role is located in either Pittsburgh, PA or New York, NY. In this role, you'll make an impact in the following ways: • Works with senior management to ensure compliance with U.S. and non-U.S. information reporting tax legislation • Demonstrates extensive knowledge of Ch. 3, Ch. 4, Ch. 61, 871(m) and 1446(f) of the Internal Revenue Code and corresponding regulations, as well as specialized understanding of the end-to-end processes for withholding, depositing and reporting with a conceptual understanding of relevant tools and systems • Familiarity with non-U.S. withholding and reporting issues; including tax reclaims. • Represents Corporate Tax in Federal, State and non-U.S. controversy related to Information Reporting and Withholding and works with legal counsel and external accounting firms to gather facts and develop strategies to ensure compliance with regulations. • Performs complex research and analysis of the tax law, regulations and cases to provide senior management with recommendations and opinions by applying tax concepts. Once the Corporate Tax policy is determined, then will liaise with various business across the enterprise to implement the regulations. Perform trainings, vendor reviews and review business requirements and procedures during the implementation. • Works with management to identify the most relevant Key Performance Indicators (KPIs). Monitors and manages business performance and reviews and ensures accuracy with the metrics tracking mechanisms and develops solutions from the outcomes of the scorecard reporting. • Uses existing strategic relationships to influence at all levels of the organization • Liaises with lines of business and reporting vendors to ensure proper reporting of tax information • No direct reports. Oversees, advises and guides less experienced Corporate Tax roles and may direct their work. To be successful in this role, we're seeking the following: • Must have Bachelor's degree, or foreign equivalent, in Business Administration, Accounting, or a related field, plus 10 years of progressively responsible experience in the position offered or a related occupation. • Extensive knowledge of Ch. 3, Ch. 4, Ch. 61, 871(m) and 1446(f) of the Internal Revenue Code • Tax documentation knowledge including IRS W-8 and W-9 Tax Forms. • Tax reporting knowledge including rules and regulations governing Forms 1099, Forms 1042-S and FATCA reporting compliance. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: • America's Most Innovative Companies, Fortune, 2025 • World's Most Admired Companies, Fortune 2025 • “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.