Manager, Assistant Vice President jobs at State Street - 148 jobs

Who we are looking for We are seeking a highly skilled and risk-focused Special Events and Project Specialist to join our Currency Management team. In this role, you will be at the forefront of managing and executing special events and transition projects within our currency management business. This is a unique opportunity to work closely with clients, internal stakeholders, and cross-functional teams to ensure seamless execution and delivery of complex currency management solutions. You will play a vital role in overseeing complex events such as transitions, fund restructures / closures, hedging / execution strategy changes, amongst others, by engaging with clients and collaborating with internal teams to deliver seamless currency management solutions. Why this role is important to us The team you will be joining is a part of State Street Markets. As a leading provider of trading and lending solutions to the world's institutional investors, we deliver the industry's most innovative platforms, financing and portfolio solutions. Our capabilities are backed by proprietary, high-value research, insights and indicators that power clients' investment decisions, accelerate performance and help investors stay ahead of shifting markets. Across our comprehensive set of solutions - data-driven macro market intelligence that give an information advantage; client-first platforms and tools that redefine trading; financing solutions that streamline liquidity access; and portfolio solutions designed to help achieve peak performance - we deliver a breakthrough edge to drive business success. State Street's Currency Management team is a global leader in providing sophisticated currency management solutions, including currency overlay and hedging strategies, to institutional clients. We leverage advanced technology and deep market expertise to help clients mitigate currency risk, enhance returns, and achieve their investment objectives in an ever-changing global market. Join us if making your mark in the capital markets industry from day one is a challenge you are up for. What you will be responsible for As Currency Management, Product and Client Change Manager, AVP you will: Client Engagement: Act as a primary point of contact for clients during special events and transitions. Effectively communicate currency overlay and trading concepts in a clear and concise manner to both technical and non-technical stakeholders. Project Management: Lead the planning, coordination, and execution of special events and transitions, including fund launches, mandate changes, and large-scale currency overlay adjustments. Develop and maintain detailed project plans, timelines, and status reports. Technical Execution: Utilize your technical skills to automate processes using Python & SQL, and contribute to the development of custom tools and reports to support special events and transitions. Cross-functional Collaboration: Work closely with internal teams, including portfolio management, trading, operations, technology, and legal, to ensure all aspects of special events and transitions are executed seamlessly. Risk Management: Identify and mitigate potential risks associated with special events and transitions, ensuring adherence to contractual requirements, industry best practices and internal policies. Maintain a strong control environment throughout the lifecycle of each project. Continuous Improvement: Proactively identify opportunities to enhance processes, tools, and methodologies related to special events and transitions. Contribute to the development of best practices and standards within the Currency Management team. Skills and Experience Experience: 5+ years of experience in financial services, Foreign Exchange or a related field, with a focus on project management, transitions, or special events. Experience working in a client-facing role is highly preferred. Technical Skills: Proficiency in SQL and basic Python programming. Experience with data analysis, automation, and report generation is essential. Risk Acumen: Deep understanding of risk management principles, particularly in the context of financial services and currency management. Proven ability to identify, assess, and mitigate risks effectively. Communication: Understanding of fund accounting /custody/ transfer agency operations. Analytical Thinking: Strong problem-solving skills, with a keen attention to detail and the ability to think critically under pressure. Leadership: Proven ability to lead and manage cross-functional teams, driving projects to successful completion while maintaining high standards of quality and client satisfaction. What we value Required Competencies - Attention to detail and time management are a must. Ability to work under pressure Motivated and self-starter Microsoft Excel Education & Preferred Qualifications Education: Bachelor's degree in Finance, Economics, Computer Science, or a related field. Advanced degree or relevant certifications (e.g., CFA, PMP) are a plus. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Salary Range: $80,000 - $140,000 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.

JobID: 210673089 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $122,550.00-$201,000.00; Boston,MA $122,550.00-$201,000.00 Join J.P. Morgan, a global leader in financial services, where collaboration and innovation drive outstanding solutions for our clients. Be part of the dynamic Global Regulatory Practice team (with locations across Europe, Asia, and the Americas) who work hand in hand with the business partners and subject matter experts across the firm on regulatory developments impacting the Securities Services business and our clients. As the Regulatory Practice Americas Manager for Securities Services, you will lead the regional regulatory agenda, identify relevant regulatory developments impacting the business, advise the business on mandatory obligations and help product partners adapt products and services to evolving external requirements. You will collaborate with the regional and global partners, manage regulatory change governance framework for the region, work with product partners on regulatory service solutions, and engage with clients and industry groups to position J.P. Morgan as a thought leader in the marketplace. Job responsibilities * Own and evolve the Americas regulatory operating and governance model, aligning with global standards and risk management best practices. * Monitor the regulatory landscape (SEC, CFTC, DOL, etc.), maintain a forward-looking inventory, and assess business/client impacts. * Maintain a robust controls framework to mitigate risks associated with regulatory change management. * Formulate readiness strategies for regulatory reforms in consultation with product and control partners. * Anticipate client demand for regulatory service solutions and adapt products/services to meet client obligations. * Represent J.P. Morgan in local industry discussions, working groups, and advocacy efforts. * Identify and propose opportunities to monetize regulatory service solutions for bespoke client needs. * Develop and implement targeted client engagement strategies, including meetings, roundtables, and webinars. * Create market-leading thought leadership content and client-facing materials to showcase J.P. Morgan's expertise. * Lead or support projects and initiatives at the location or regional level as required. Required qualifications, capabilities, and skills * Strong understanding and practical experience in Securities Services (custody, fund accounting, fund administration, collateral management, etc.) and/or investment management products/services. * 5+ years' experience in financial services (securities services, asset management, wealth management, pensions/insurance, banking). * Compliance, regulatory consultancy, and/or business/product control experience is a bonus. * Strong working knowledge of US/global financial services and regulatory landscape. * Client-facing experience, preferably with key stakeholders/decision makers. * Industry-facing experience, ideally through participation in industry working groups (e.g., AGC, ICI); active engagement in associations is a bonus. * Strong leadership skills and ability to navigate large matrix organizations. * Proven track record of ownership, execution excellence, and results delivery. * Excellent analytical skills and attention to detail. * Ability to incorporate risk and control parameters in business activities and partner effectively with control functions. * Superb verbal and written communication skills; experience with technical client-facing content is a bonus. * Excellent MS Office skills, including PowerPoint. Preferred qualifications, capabilities, and skills * Experience in compliance, regulatory consultancy, or business/product control. * Active engagement in industry associations and working groups. * Experience developing technical client-facing content. * Ability to create and execute a vision for ongoing innovation in regulatory services.

At J.P. Morgan Advisors we have been helping high-net-worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Investment Professionals throughout the United States, J.P. Morgan Advisors offers clients a broad suite of transactional, wealth management and investment advisory services. Our Investment Professionals-among the most experienced and creative in the industry-excel at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients. As a Supervisory Manager in J.P. Morgan Advisors, you will exhibit leadership and operational expertise when performing designated supervisory duties to oversee a territory of Financial Advisors. You will be responsible for managing complex, high risk escalations from end-to-end and outreach to executive level stakeholders. **Job responsibilities** + Monitor investment activities of registered and non-registered employees of J.P. Morgan Advisors + Review middle markets, institutional, and retail customer account activity, sales practices, suitability, documents, marketing material and customers' statements to ensure compliance with various regulatory and legal requirements + Monitor the trading practices of Advisors with respect to regulatory requirements and internal policy + Assist in the on/off boarding of J.P. Morgan Advisors staff + Review client inquiries, issues, and complaints and complete a thorough investigation and provide resolution. This involves Compliance, Legal, Portfolio Management Risk Management & Control along with Senior Management in the process of reaching an appropriate resolution + Serve as point of contact for resolution of any questions or issues that may occur during the course of a business day from the various oversight groups. Be able to provide clear, concise, and timely resolution to these issues as they arise + Provide policy and procedural training to new employees, assist with continuing education requirements, and provide special training as warranted on specific topics. Assist Compliance in the dissemination of information relating to changes in policy and regulatory rules. Discuss Compliance and new product lines with sales personnel + Act as the main point contact for internal examinations conducted by Compliance and Internal Audit. This includes representing management in demonstrating adherence to internal policies and procedures, as well as maintaining and providing all necessary documentation in accordance with internal examiners' requests + Resolve order errors including identifying circumstances, taking market action when necessary to resolve the error, and completing the error reporting and then assigning responsibilities for the errors as necessary + Review client accounts as outlined by procedures; follow up on issues or make client contact as warranted and in accordance with supervisory guidelines and maintain these records of the review process + Confirm that written consent of the Office of the Secretary is obtained before employees engage in outside speaking engagements; approve lectures or interviews prior to activity and maintain a log of the activity. Approve personal securities transactions for regional employees as required by firm policy and review and resolve personal trading policy violations with Compliance and Regional Director as required **Required qualifications, capabilities, and skills** + 7+ years of experience in the securities / investment industry + Licenses required to perform all job duties associated with the role: FINRA Series 7, 66 (63/65), 9/10 (4,24,53), appropriate State Life & Health Insurance license + A valid and active Series 4 and appropriate State Insurance licenses are required or must be obtained within 90 days of starting in the role as a condition of employment + Possess a competent level of knowledge of relevant securities rules, regulations, guidelines, securities products and industry practices. + Ability to provide clear, concise and timely resolution to issues. + Demonstrate strong critical thinking, analytical research and quantitative skills. + Strong written and verbal communications skills, including an ability to communicate with all levels of management. + Possess excellent time management skills. + Proven judgment and problem-resolution skills + Ability to understand new investment products, Advisor compensation plans, firm wide policies and procedures to conduct reviews + Ability to build relationships across business functions to obtain necessary information to conduct reviews **Preferred qualifications, capabilities, and skills** + Bachelor's Degree preferred + Experience as a Supervisory or Compliance professional preferred + Possess an advanced knowledge of FINRA, MSRB and SEC rules and regulations + Experience working in an environment alongside Advisors preferred Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Boston,MA $114,000.00 - $180,000.00 / year

Who we are looking for The Accounting team is seeking a highly committed, technically sound and organized Billing Manager, Assistant Vice President that is detail oriented, to support the monthly invoice process, monthly close and ad hoc requests/projects. At Charles River Development we achieve this through effectively engaging with our leaders and colleagues to understand our broad strategy, analyzing data, and delivering insights to help drive CRD's current and future performance. Why this role is important to us The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created first open front-to-back platform - State Street Alpha, that was launched in 2019.Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for. What you will be responsible for The role will involve understanding both financial and operational aspects of the business with the successful candidate being able to follow and update procedures. There will be opportunities to analyze and provide concise insights to both members of the team and business partners. As the Sr. Accountant you will Prepare monthly client billing ensuring proper, accurate and timely invoice preparation and the resolution of discrepancies for multiple entities in multi currencies Provide support and book necessary revenue entries for the monthly close Responsible for properly recording foreign currency transactions Prepare select balance sheet and revenue account analysis and reconciliations Prepare year end schedules and support for internal and external audits Review data ensuring accuracy and compliance with accounting policies and procedures Maintain accounting system data Utilize current documentation and tools/methodologies, recommend new solutions to improve/automate existing and processes and support new initiatives Build strong relationships and coordinate with peers, other business groups and leaders across the enterprise and develop a detailed understanding of their issues, challenges and opportunities Investigate and recommend revisions to accounting procedures and systems to satisfy process improvement initiatives Other duties as warranted. Requirements and Recommendations A BA/BS degree in Business Administration, Accounting or related field A minimum of 5+ years of progressively responsible experience in corporate accounting, billing and/or accounts receivable Experience in a software company is strongly preferred. Strong written and verbal communication skills, with the demonstrated ability to provide clear and professional communications with internal and external individuals including senior management Excellent interpersonal skills Strong desire to provide outstanding customer service. Ability to manage multiple, simultaneous priorities. Proven organizational skills with attention to detail. Ability to achieve results without close supervision. Self-motivated with the ability to operate independently and also has the strong desire to work as a member of a team. Demonstrated practical, hands-on, “can-do” approach, and the ability to work efficiently and creatively. Demonstrated analytical and problem-solving skills. Experience with ERP systems required. Great Plains, Oracle experience preferred or other software billing platforms. Proficiency in Microsoft Office including Word and Excel Understanding of AI tools and technologies to support ongoing transformation activities Travel not likely to be required. Flexibility with schedule and ability to work beyond regular business hours. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers Salary Range: $80,000 - $140,000 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) Portfolio Governance is seeking a Program Manager to facilitate the implementation of best practices in key process areas across the GTS. The role will engage and collaborate with enterprise process owners to assess the current environment, create transparency, prioritize improvements, and implement governance best practices. You will apply a risk and controls mindset to ensure key process areas are being managed effectively and maintain sustainable governance with a continuous improvement mindset. In partnership with enterprise process owners, you will play a key role in shifting towards a proactive vs. reactive posture. You should understand risk frameworks, control environments, and possess strong analytical, strategic thinking, organizational, and communication skills. Our team values lightweight processes, continuous improvement, clear communication, and transparency. What you will be responsible for * Partner with enterprise process owners and act as a consultative but accountable owner to identify and break down processes into component parts and solution remediation plans to close gaps. * Support enterprise owners in establishing appropriate mechanisms to facilitate comprehensive and effective governance and oversight across process areas. * Identify and track dependencies and opportunities for optimization; proactively identify problems and recommend solutions before they become gaps. * Collaborate with process owners to develop and implement a change management plan to drive measurable process maturity that aligns to established governance best practices. * Create and refine processes when necessary; maintain focus on sustainable and continual improvement that optimizes execution with efficient oversight. * Work with teams to clarify goals and deliverables; bring data to planning and prioritization. * Identify KPIs and success metrics, collect and analyze data; make information visible to stakeholders. * Leverage excellent verbal and written communication skills to facilitate and oversee progress against milestones and date-driven deadlines. What we value * Exceptional cross-team collaboration across functions, organizations, and reporting boundaries. * Demonstrated experience in managing complex change programs that necessitate adoption and adherence to standards. * Proficiency in advising and facilitating workflow improvements to improve efficiency and effectiveness. * Ability to quickly address urgent matters and drive them to completion, even with non-aligned stakeholder goals. * Ability to adapt style depending on context, priority and audience. * Curiosity and courage to ask tough questions, challenge the status quo, and drive consensus in complex environments. * Horizontal influence; driving results without direct control over the teams and/or resources required to achieve the goal * Collaboration and consensus building skills to drive shared outcomes. * Ambitious and proactive, showing initiative and generating ideas without prompting. * Adaptability in a changing priority landscape. Education and preferred qualifications * Bachelor's degree in business, Operations, Computer Science or a related field. * 7+ years of experience in financial services or a related industry, including engaging with leadership to strategic change and/or governance programs. * Experience in technical program management with a track record of managing complex cross-functional projects, and understanding technology in a business context. * Ability to work in a matrix environment, partner with virtual teams, and work independently. Salary Range: $80,000 - $140,000 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) Portfolio Governance is seeking a Program Manager to facilitate the implementation of best practices in key process areas across the GTS. The role will engage and collaborate with enterprise process owners to assess the current environment, create transparency, prioritize improvements, and implement governance best practices. You will apply a risk and controls mindset to ensure key process areas are being managed effectively and maintain sustainable governance with a continuous improvement mindset. In partnership with enterprise process owners, you will play a key role in shifting towards a proactive vs. reactive posture. You should understand risk frameworks, control environments, and possess strong analytical, strategic thinking, organizational, and communication skills. Our team values lightweight processes, continuous improvement, clear communication, and transparency. What you will be responsible for Partner with enterprise process owners and act as a consultative but accountable owner to identify and break down processes into component parts and solution remediation plans to close gaps. Support enterprise owners in establishing appropriate mechanisms to facilitate comprehensive and effective governance and oversight across process areas. Identify and track dependencies and opportunities for optimization; proactively identify problems and recommend solutions before they become gaps. Collaborate with process owners to develop and implement a change management plan to drive measurable process maturity that aligns to established governance best practices. Create and refine processes when necessary; maintain focus on sustainable and continual improvement that optimizes execution with efficient oversight. Work with teams to clarify goals and deliverables; bring data to planning and prioritization. Identify KPIs and success metrics, collect and analyze data; make information visible to stakeholders. Leverage excellent verbal and written communication skills to facilitate and oversee progress against milestones and date-driven deadlines. What we value Exceptional cross-team collaboration across functions, organizations, and reporting boundaries. Demonstrated experience in managing complex change programs that necessitate adoption and adherence to standards. Proficiency in advising and facilitating workflow improvements to improve efficiency and effectiveness. Ability to quickly address urgent matters and drive them to completion, even with non-aligned stakeholder goals. Ability to adapt style depending on context, priority and audience. Curiosity and courage to ask tough questions, challenge the status quo, and drive consensus in complex environments. Horizontal influence; driving results without direct control over the teams and/or resources required to achieve the goal Collaboration and consensus building skills to drive shared outcomes. Ambitious and proactive, showing initiative and generating ideas without prompting. Adaptability in a changing priority landscape. Education and preferred qualifications Bachelor's degree in business, Operations, Computer Science or a related field. 7+ years of experience in financial services or a related industry, including engaging with leadership to strategic change and/or governance programs. Experience in technical program management with a track record of managing complex cross-functional projects, and understanding technology in a business context. Ability to work in a matrix environment, partner with virtual teams, and work independently. Salary Range: $80,000 - $140,000 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.

What you will be responsible for Validate and review all daily activity while maintaining all required controls Research and resolve exceptions and issues. Receive and resolve inquiries in a timely and accurate manner and communicates effectively with client when necessary. Define and ensure successful completion of ad-hoc requests. Escalate unresolved issues to management as required. Reconcile and resolve discrepancies with other teams as needed. Ensure appropriate records of daily and monthly activities are kept. Perform daily or weekly reporting functions for the team's activities. Ensure adherence to Standard Operating Procedures Keep up to date on broader internal/external business issues; apply knowledge across team. Assist management in the implementation of new policies and procedures, participate in projects. Assist with workflow management and technology enhancements. Make suggestions to streamline operations. Maintain knowledge of current alternative procedures and processes Support training of new hires as necessary During the course of normal day to day operations, responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures. Perform duties of Associates and provide back-up management support if required. Provide Compliance support to the Institutional TA and contribute to projects in a fast-paced environment. Perform tasks related to regulatory and tax requirements, including tax form and certificate production, AML investor authorization services, Rule 22c-2 services, legal review and coordination of internal and external audit request fulfillment. Perform other duties as assigned. What we value These skills will help you succeed in this role Demonstrated skills in problem assessment and solutioning, as well as ability to work in a collaborative fashion to solve complex issues. Excellent communication skills, both written and verbal, necessary for interactions internally and with our clients. Exceptional interpersonal skills, with ability to build trust and forge good working relationships with senior leaders. Proven ability to achieve results, with persistence and influence, as necessary. Promoting teamwork within the department and across the organization. Ability to execute on multiple priorities simultaneously; driving execution and delivering results. Demonstrated ability to motivate employees, build teams/relationships, and manage/lead successfully in a global/matrix environment. Energetic approach with constant focus on how we can better service our clients every day. Education & Preferred Qualifications BS/BA required. Must have 5-7 years of financial services experience. 3+ years of management experience. Operational background. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers Salary Range: $70,000 - $130,000 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.

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.

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 Vice President to join our Fund Accounting team. This role is located in Boston, MA - with the expectation of 4 days in the office per week. In this role, you'll make an impact in the following ways: * Lead and manage a team of accounting professionals by demonstrating expertise in fund and client accounting, ensuring high-quality service delivery. * Oversee the preparation and review of financial statements, ensuring accuracy and compliance with regulatory standards. * Collaborate with internal and external stakeholders to address accounting issues and develop robust solutions that align with BNY's strategic goals. * Drive process improvements and efficiency initiatives within the accounting function, leveraging technology and best practices. To be successful in this role, we're seeking the following: * Bachelor's degree in Accounting, Finance, or a related field. * Professional accounting designation (e.g., CPA, CMA) preferred. * Typically 4-7 years of experience. * Strong leadership and team management skills. * Excellent analytical and problem-solving abilities. * Proficient in financial reporting and accounting software. 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 is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $68,000 and $179,000 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 salary (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 Vice President to join our Fund Accounting team. This role is located in Boston, MA - with the expectation of 4 days in the office per week. In this role, you'll make an impact in the following ways: * Lead and manage a team of accounting professionals by demonstrating expertise in fund and client accounting, ensuring high-quality service delivery. * Oversee the preparation and review of financial statements, ensuring accuracy and compliance with regulatory standards. * Collaborate with internal and external stakeholders to address accounting issues and develop robust solutions that align with BNY's strategic goals. * Drive process improvements and efficiency initiatives within the accounting function, leveraging technology and best practices. To be successful in this role, we're seeking the following: * Bachelor's degree in Accounting, Finance, or a related field. * Professional accounting designation (e.g., CPA, CMA) preferred. * Typically 4-7 years of experience. * Strong leadership and team management skills. * Excellent analytical and problem-solving abilities. * Proficient in financial reporting and accounting software. 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 is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $68,000 and $150,000 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 salary (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.

Vice President, Regulatory Administration/Filings Manager 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 Regulatory Administration and Filings Manager to join our Regulatory Administration team. This role location is not specified in the provided context. In this role, you'll make an impact in the following ways: * Provide oversight for multiple small teams or one large team of Regulatory Administration and Filings staff responsible for reporting and making recommendations around legislation and providing client support. * Manage the performance of teams and set area priorities, directing the reporting of legislative issues to provide clients with information needed to make regulatory decisions. * Manage delivery of prospectuses, proxy statements, and other SEC-required filings to clients and provide guidance on regulatory requirements. * Collaborate with in-house counsel to ensure filings are created and delivered in accordance with regulations. * Set and provide guidance on processes for performing calculations needed to answer regulatory questions on behalf of clients. * Direct teams in working with clients' accounting firms to exchange client information and complex data needed for regulatory matters efficiently. * Recruit, direct, motivate, and develop staff, maximizing their individual contribution, professional growth, and team effectiveness. * Contribute to the achievement of large team or multiple teams' objectives. To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination of education and experience is required; JD from an accredited law school preferred. * 5-7 years of total work experience including 0-1 years in management is preferred. * Experience in the securities or financial services industry preferred. * Strong leadership and team management skills to effectively lead multiple small teams or one large team. 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 $125,000 and $140,000 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 salary (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. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Join JPMorganChase as a Fund Service Vice President and become a pivotal part of our dynamic team. This role offers a unique opportunity to leverage your expertise in fund servicing operations while driving impactful solutions and fostering career growth. As a leader in our organization, you'll be at the forefront of innovation, working in a collaborative environment that values your skills and contributions. As a Fund Servicing Manager III within JPMorganChase, you will be a key player in fund servicing operations, leveraging your deep knowledge of fund accounting and ETF administration to deliver exceptional service. You will manage a diverse team, interpret customer needs, and identify trends to generate innovative solutions, making impactful decisions on operations and financial management. Partnering with technology, operations, and product teams, you will oversee service delivery to clients, focusing on oversight, reporting, and issue resolution. You will communicate status updates and provide KPIs to senior management to ensure escalation and prioritization of client issues. Additionally, you will build and maintain a network of partners within the fund services organization to promote client focus and drive service quality, while engaging in strategic planning, stakeholder management, and conflict resolution. **Job responsibilities** + Oversee the maintenance of accurate accounting and securities records for each fund administered, ensuring all controls are adhered to for basket operations + Lead the resolution of complex ETF issues where accounting or securities transactions breach the validation tolerances of our systems, leveraging your advanced knowledge in fund servicing. + Drive continuous improvement initiatives to enhance the efficiency, scale, and resilience of our ETF operating platform, applying your advanced proficiency in process automation. + Establish and maintain productive relationships with stakeholders, cross-functional teams, and clients, using advanced emotional intelligence and proficient stakeholder management skills to drive mutually beneficial outcomes. + Implement strategic plans and administer projects, programs, or systems to achieve short- to midterm objectives, leveraging proficiency in process automation and continuous improvement techniques. + Coach and mentor team members, fostering a culture of learning and growth, and leveraging your advanced listening and questioning skills to guide their professional development. + Participate in discussions with Fund Sponsors looking to launch new ETF products and manage ETF onboardings and fund launches **Required qualifications, capabilities, and skills** + Demonstrated expertise in fund accounting and ETF administration, with at least 10 years of experience focusing on maintaining accurate securities records, evidenced by successful management of related tasks and responsibilities. + Proven ability to manage a diverse team, with a track record of fostering a positive work environment and driving team performance. + Advanced proficiency in process automation, with a history of implementing automation initiatives to enhance operational efficiency. + Strong experience in strategic planning and stakeholder management, with the ability to establish productive working relationships and drive mutually beneficial outcomes. + Exceptional leadership and staff development skills with prior team management **Preferred qualifications, capabilities, and skills** + Advanced Excel skills, VBA, etc + Strong knowledge of complex corporate actions and dividend income + ETF cash component expertise 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 $114,000.00 - $182,000.00 / year

Join JPMorganChase as a Fund Service Vice President and become a pivotal part of our dynamic team. This role offers a unique opportunity to leverage your expertise in fund servicing operations while driving impactful solutions and fostering career growth. As a leader in our organization, you'll be at the forefront of innovation, working in a collaborative environment that values your skills and contributions. As a Fund Servicing Manager III within JPMorganChase, you will be a key player in fund servicing operations, leveraging your deep knowledge of fund accounting and ETF administration to deliver exceptional service. You will manage a diverse team, interpret customer needs, and identify trends to generate innovative solutions, making impactful decisions on operations and financial management. Partnering with technology, operations, and product teams, you will oversee service delivery to clients, focusing on oversight, reporting, and issue resolution. You will communicate status updates and provide KPIs to senior management to ensure escalation and prioritization of client issues. Additionally, you will build and maintain a network of partners within the fund services organization to promote client focus and drive service quality, while engaging in strategic planning, stakeholder management, and conflict resolution. Job responsibilities Oversee the maintenance of accurate accounting and securities records for each fund administered, ensuring all controls are adhered to for basket operations Lead the resolution of complex ETF issues where accounting or securities transactions breach the validation tolerances of our systems, leveraging your advanced knowledge in fund servicing. Drive continuous improvement initiatives to enhance the efficiency, scale, and resilience of our ETF operating platform, applying your advanced proficiency in process automation. Establish and maintain productive relationships with stakeholders, cross-functional teams, and clients, using advanced emotional intelligence and proficient stakeholder management skills to drive mutually beneficial outcomes. Implement strategic plans and administer projects, programs, or systems to achieve short- to midterm objectives, leveraging proficiency in process automation and continuous improvement techniques. Coach and mentor team members, fostering a culture of learning and growth, and leveraging your advanced listening and questioning skills to guide their professional development. Participate in discussions with Fund Sponsors looking to launch new ETF products and manage ETF onboardings and fund launches Required qualifications, capabilities, and skills Demonstrated expertise in fund accounting and ETF administration, with at least 10 years of experience focusing on maintaining accurate securities records, evidenced by successful management of related tasks and responsibilities. Proven ability to manage a diverse team, with a track record of fostering a positive work environment and driving team performance. Advanced proficiency in process automation, with a history of implementing automation initiatives to enhance operational efficiency. Strong experience in strategic planning and stakeholder management, with the ability to establish productive working relationships and drive mutually beneficial outcomes. Exceptional leadership and staff development skills with prior team management Preferred qualifications, capabilities, and skills Advanced Excel skills, VBA, etc Strong knowledge of complex corporate actions and dividend income ETF cash component expertise

Join JPMorganChase as a Fund Service Vice President and become a pivotal part of our dynamic team. This role offers a unique opportunity to leverage your expertise in fund servicing operations while driving impactful solutions and fostering career growth. As a leader in our organization, you'll be at the forefront of innovation, working in a collaborative environment that values your skills and contributions. As a Fund Servicing Manager III within JPMorganChase, you will be a key player in fund servicing operations, leveraging your deep knowledge of fund accounting and ETF administration to deliver exceptional service. You will manage a diverse team, interpret customer needs, and identify trends to generate innovative solutions, making impactful decisions on operations and financial management. Partnering with technology, operations, and product teams, you will oversee service delivery to clients, focusing on oversight, reporting, and issue resolution. You will communicate status updates and provide KPIs to senior management to ensure escalation and prioritization of client issues. Additionally, you will build and maintain a network of partners within the fund services organization to promote client focus and drive service quality, while engaging in strategic planning, stakeholder management, and conflict resolution. Job responsibilities Oversee the maintenance of accurate accounting and securities records for each fund administered, ensuring all controls are adhered to for basket operations Lead the resolution of complex ETF issues where accounting or securities transactions breach the validation tolerances of our systems, leveraging your advanced knowledge in fund servicing. Drive continuous improvement initiatives to enhance the efficiency, scale, and resilience of our ETF operating platform, applying your advanced proficiency in process automation. Establish and maintain productive relationships with stakeholders, cross-functional teams, and clients, using advanced emotional intelligence and proficient stakeholder management skills to drive mutually beneficial outcomes. Implement strategic plans and administer projects, programs, or systems to achieve short- to midterm objectives, leveraging proficiency in process automation and continuous improvement techniques. Coach and mentor team members, fostering a culture of learning and growth, and leveraging your advanced listening and questioning skills to guide their professional development. Participate in discussions with Fund Sponsors looking to launch new ETF products and manage ETF onboardings and fund launches Required qualifications, capabilities, and skills Demonstrated expertise in fund accounting and ETF administration, with at least 10 years of experience focusing on maintaining accurate securities records, evidenced by successful management of related tasks and responsibilities. Proven ability to manage a diverse team, with a track record of fostering a positive work environment and driving team performance. Advanced proficiency in process automation, with a history of implementing automation initiatives to enhance operational efficiency. Strong experience in strategic planning and stakeholder management, with the ability to establish productive working relationships and drive mutually beneficial outcomes. Exceptional leadership and staff development skills with prior team management Preferred qualifications, capabilities, and skills Advanced Excel skills, VBA, etc Strong knowledge of complex corporate actions and dividend income ETF cash component expertise