Consultant jobs at Tata Group

Must Have Technical/Functional Skills New JD requirement: Security Consultant The hiring manager has shared the following details: · The manager is looking for candidates with relevant experience in GRC audit and risk assessment. · Ideal experience: 2-4 years in that domain. · Extensive experience in incident management is not required. Role expectations: 60% - Incident Life Cycle Management, 20% - Risk Assessment and Management across all suppliers and 20% - Audit Assessment, Additionally, a manufacturing industry background would be preferred. Cyber Security assessment Analyst conducts and supports the cyber security controls risk assessment and management process across all our suppliers. Responsibilities include assessing our suppliers' current adequacy of the security controls & strategy, business continuity /disaster recovery plans, threats to the systems, and then calculating the impact of potential adverse events. Audits and assessments must be continual, as the threat profiles change constantly. The Analyst will keep executive management up to date on the results of the risk assessment and make recommendations for mitigations, or projects, to protect supplier and customer systems Roles & Responsibilities • Demonstrate strong knowledge in IT controls, risk assessments, and assessment of security measures • Identify opportunities to continuously innovate and improve the program and value delivered to organization • Ensure successful completion of the annual supplier cyber security assessments • Independently and proactively plans and performs assigned audit engagements related to security, confidentiality, integrity, information protection and availability of data • Conduct cyber security assessments & evaluate in alignment to the supplier security control framework • Ensure effectiveness of approved controls and drive risk remediations or changes from previous audit for existing certified suppliers • Inform and advise business leaders on supplier's information security risks • Provide subject matter expertise in third-party risk management. • Proactively research and work in enhancing improvements to our existing process related to documentation and security assessments. • Automate security assessment processes & tools to review the security controls for cloud-based applications • Ability to multi-task and manage multiple global projects at the same time. • Ability to work collaboratively across diverse team in a matrix type organization • Bachelor's degree in Science & Engineering or technical discipline is required. • 7 years of information security & assessment experience with increased responsibilities • In-depth knowledge of security assessment/audit principles • Understanding of networking principles and data protection • Ability to identify problems, analyze data and present conclusions • Strong verbal, written and presentations skills • Knowledge of information security frameworks such as ISO 27001 /NIST CSF is preferred • Experience in supply chain cyber assessment and related tools usage is preferred • CISA, CISM, certifications are preferred • Excellent communication skills. • Able to work as part of a virtual global team with cultural, language, and time zone differences. • Able to deal with ambiguity and work independently with minimal supervision/guidance. Education and Requirements Qualifications: Bachelor's degree in Science & Engineering or technical discipline is required. 8 years of specializing in end-to-end incident lifecycle management including detection, triage, recovery, root cause analysis Proven expertise in coordinating cross-functional response teams, optimizing playbooks and maturing incident management processes aligned to NIST, ISO and MITRE ATT&CK Knowledge of NIST 800-61, MITRE ATTA&CK, ISO 27001, CIS Controls 7 years of information security & assessment experience with increased responsibilities In-depth knowledge of security assessment/audit principles TCS Employee Benefits Summary: Discretionary Annual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Ma ternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commute r Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

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

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) Preferred Qualifications: 3+ years of Financial Services Industry Experience Strong written and verbal communication skills Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize Ability to identify new relationship development Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s) Ability to uncover and meet client needs and effectively manage client expectations Ability to build and maintain good cross-enterprise working relationships Capability to become a Notary Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool Openness to manage local events, as needed In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

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

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

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

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

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

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

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

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) Preferred Qualifications: 3+ years of Financial Services Industry Experience Strong written and verbal communication skills Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize Ability to identify new relationship development Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s) Ability to uncover and meet client needs and effectively manage client expectations Ability to build and maintain good cross-enterprise working relationships Capability to become a Notary Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool Openness to manage local events, as needed What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

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

Regular Your opportunity This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required minimum skills and qualifications are: Bachelor's degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment) Notary certification (may be obtained after hire) Minimum of 3 years of financial services experience is strongly preferred Passion for the client with the ability to strengthen and retain client relationships Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients Demonstrated experience handling client concerns and issues with tact and diplomacy Strong written and verbal communication skills Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize Aptitude for, and experience in, identifying new relationship development Show a genuine interest in staying current on market events and ability to understand the implications for clients Ability to uncover and meet client needs and effectively manage client expectations Demonstrated ability to be agile in changing environmental, economic, and client need scenarios Operational and/or project management experience Strong organizational skills with attention to detail Ability to develop and maintain good cross-enterprise working relationships Strong problem solving skills Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email Collaborative and team based work style Ability to retain and execute upon complex information with relative ease Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety There is a minimum time-in-position expectation of 2 years Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Regular Your opportunity This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required minimum skills and qualifications are: Bachelor's degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment) Notary certification (may be obtained after hire) Minimum of 3 years of financial services experience is strongly preferred Passion for the client with the ability to strengthen and retain client relationships Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients Demonstrated experience handling client concerns and issues with tact and diplomacy Strong written and verbal communication skills Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize Aptitude for, and experience in, identifying new relationship development Show a genuine interest in staying current on market events and ability to understand the implications for clients Ability to uncover and meet client needs and effectively manage client expectations Demonstrated ability to be agile in changing environmental, economic, and client need scenarios Operational and/or project management experience Strong organizational skills with attention to detail Ability to develop and maintain good cross-enterprise working relationships Strong problem solving skills Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email Collaborative and team based work style Ability to retain and execute upon complex information with relative ease Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety There is a minimum time-in-position expectation of 2 years Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

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

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

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

Regular Your opportunity This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required minimum skills and qualifications are: Bachelor's degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment) Notary certification (may be obtained after hire) Minimum of 3 years of financial services experience is strongly preferred Passion for the client with the ability to strengthen and retain client relationships Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients Demonstrated experience handling client concerns and issues with tact and diplomacy Strong written and verbal communication skills Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize Aptitude for, and experience in, identifying new relationship development Show a genuine interest in staying current on market events and ability to understand the implications for clients Ability to uncover and meet client needs and effectively manage client expectations Demonstrated ability to be agile in changing environmental, economic, and client need scenarios Operational and/or project management experience Strong organizational skills with attention to detail Ability to develop and maintain good cross-enterprise working relationships Strong problem solving skills Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email Collaborative and team based work style Ability to retain and execute upon complex information with relative ease Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety There is a minimum time-in-position expectation of 2 years Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance