Texas Bank and Trust jobs in Fort Worth, TX - 12897 jobs

The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization. The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company's proprietary and employee accounts. The Expertise and Skills You Bring J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations. A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience. Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus. Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings. Experience with technology startups and new business initiatives a plus. Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice. Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn. Ability to build and maintain strong relationships and credibility, internally and externally. Ability to manage outside counsel to provide excellent legal services in a cost-effective manner. Note: Fidelity is not providing immigration sponsorship for this position The Team Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity's cryptocurrency and blockchain products and services business. Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology. Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters. Evaluate new technology and tools relating to the digital assets and related asset management product offerings. #FidelityAlts The base salary range for this position is $140,000-285,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Legal

Join Fidelity Fund & Investment Operations (FFIO) as a Contract Negotiator and play a critical role in supporting global derivatives trading for one of the world's leading asset managers. This is an opportunity to work on complex, high-impact agreements and collaborate with top legal and business professionals across the industry. Proficiency in equity derivatives documentation is critical to supporting a rapidly growing and strategically important area within Fidelity's Asset Management business. Key responsibilities include: Negotiate a wide range of trading agreements, including ISDA Master Agreements, Master Confirmation Agreements (MCAs), bespoke equity confirmations, Futures & OTC Clearing agreements, Cleared Derivative Execution Agreements (CDEAs), MSFTAs, Collateral Control Agreements (CCAs), and Prime Brokerage Agreements. Familiarity with 2002 ISDA Equity Derivatives Definition Ensure documentation meets global regulatory standards (Dodd-Frank, EMIR, MiFID II, etc.). Partner with internal legal, compliance, and AML teams, as well as external counterparties. Identify and escalate legal, credit, and operational risks. Maintain and enhance documentation templates and playbooks. Support fund launches, restructurings, and strategic initiatives by ensuring timely documentation. This includes coordinating with internal stakeholders to assess documentation impacts, manage bespoke requirements, and facilitate readiness for new fund launches, restructurings, and strategic initiatives involving equity derivatives and other sophisticated instruments Drive process and technology improvements to strengthen legal support. Identify and escalate legal, credit, and operational risks The Expertise and Skills You Bring Bachelor's degree required, paralegal/JD beneficial Extensive experience negotiating equity derivatives documentation and related agreements. Strong understanding of equity derivatives products, legal concepts, and global market regulations. Ability to negotiate complex terms, including fallback language, collateral terms, netting provisions, and termination events. Proven ability to manage high-volume negotiations and customized documentation structures. Excellent communication, relationship-building, and problem-solving skills. Ability to thrive autonomously in a fast-paced environment while handling a high volume of work and maintaining attention to detail. Experience implementing process improvements and leveraging technology solutions. Knowledge of regulatory impacts (Dodd-Frank, EMIR, FATCA, MiFID II, FINRA) on derivatives and trading markets. Facilitate legal and regulatory readiness required for fund and client events for international markets and sophisticated products. Act as a liaison with banking relationships on behalf of Fidelity for documentation and regulatory adherence to ensure operational readiness. Ability to build strong relationships externally with industry partners and internally across legal, various product groups, investment services, trading operations, and other operational groups across Asset Management and FFIO Experience negotiating terms with counterparties, including fallback language, collateral terms, netting provisions, and termination events The Team The Global Product Documentation Negotiator will join a team within the Fidelity Fund & Investment Operations division to assist in completing agreements for intricate products. There is focus on growing a more robust legal support function for complex product documentation (including ISDA, Futures & OTC Clearing, futures give up agreements, Cleared Derivative Execution Agreements (CDEA), MSFTA, & Collateral Control Agreements (CCA). #Fidelityalts #FFIOALTS The base salary range for this position is $85,000-171,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Investment Operations

Job Description:The Role The Manager position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented. The Expertise and Skills You Bring Bachelor's degree required 5+ years of relevant work experience in the financial industry, crypto experience preferred Experience in Compliance, Risk, or Operations related to crypto/blockchain products, data, services Demonstrated analytical skills with the ability to work with and summarize data from multiple sources Experience working with blockchain technology or related enterprises Executive level presentation skills required Project management experience Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus Experience with common data science tools & languages, a plus CFA and/or FRM certifications a plus Foundational understanding of blockchain technology Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach Natural intellectual curiosity, initiative, and love for learning new skills and capabilities Skilled at operating autonomously to achieve results in a dynamic environment Thrives in a dynamic organization where priorities shift to meet evolving business needs Superb verbal and written communications skills Strong data analysis skills (e.g., tools, strategies) Staying abreast of the latest innovations across industry Problem solver with a blend of creativity and analytical rigor The Value You Deliver Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions. Actively perform proactive and targeted data analysis to identify risks for management. Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials. Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing. Note: Fidelity is not providing immigration sponsorship for this position The Team Asset Management Risk, part of Fidelity's Risk organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes. The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Risk

Job Description:Sr Analyst, Financial Crimes Digital Asset SurveillanceThe Role Providing leadership and guidance to other surveillance personnel is paramount in this role. In addition, the role also requires candidates to build positive relationships with business partners in the following groups: Fidelity Digital Assets (FDA), Fidelity Personal Investments (FPI), Workplace Participant Services (WPS), National Financial (NF), IWS (Fidelity Institutional Wealth Services), Fidelity Family Office Services (FFOS), FMR Legal, Financial Crimes Compliance Program Office, Investigations, Credit/Market Risk, and others. The Expertise and Skills You Bring College degree or 4+ years of experience in the financial services industry 2+ years of risk related experience Knowledge of digital assets, understanding how wallets work and being able to interpret blockchain transactions Adaptable to an evolving industry Excellent written and presentation skills Ability to handle several tasks in a fast-paced environment Knowledge of Fidelity systems including Green Meadow, FocusPoint, FBSI, XTRAC, CACTUS, FDOT, Salesforce etc. Understanding of financial transactions and trading markets and operations FINRA Series 7 preferred Knowledge and/or prior experience with IWS, NF, FFOS, PI is a plus Previous AML or compliance background Proactively identify areas of high risk exposure and develop efficient and effective solutions to minimize those risks Exercise good judgment and demonstrate outstanding decision making skills to prevent or mitigate risk Passion for collaboration, and building strong working partnerships Ability to balance customer service with sound business judgment Strong time management, prioritization, and organizational skills Proficient PC skills [Microsoft Excel, Microsoft Word, etc.] Understand corporate entity structures and offshore accounts Conduct and coordinate ad-hoc research requests Note: Fidelity is not providing immigration sponsorship for this position The Team The Financial Crimes Digital Asset Surveillance group within Fidelity Legal Risk and Compliance plays a vital role in helping the firm meet its overall AML obligations through the Bank Secrecy Act. There are thousands of transactions that occur every day across all of Fidelity's business units. The Financial Crimes Surveillance team analyzes these transactions using internal and vendor applications in an effort to detect, stop, and call out suspicious activity. We also review “high risk” customers and entities based on the Customer Due Diligence (CDD) rule from Fincen (Financial Crimes Enforcement Network). Certifications:Category:Compliance Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

The Role Digital Assets Shareholder Reporting is GROWING at Fidelity! Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products with a focus on digital assets and cryptocurrencies? As we BUILD this critical team, we can offer roles at various levels: Analyst, Manager and Senior Manager. All applicants will be evaluated based on skills and experience and aligned to the appropriate role(s). This team is responsible for preparing, reviewing, and coordinating the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Primary responsibilities of the role relate to the digital products structured as Exchange Traded Products (ETPs) and Limited Partnerships (LPs) and includes quarterly/annual reporting. We need talent that thrives in an operational environment where deadlines, accuracy and high-quality reporting are critical to our success! Depending on your role, we need you to participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures. The Expertise and Skills You Bring Bachelor's degree with a background in financial services with an asset manager, audit firm or custodian bank, preferably in accounting operations or administration for alt investment products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed) Demonstrated success in leading teams to perform at their best for our Senior Manager role Experience using the Geneva or InvestOne platforms for accounting and reporting are a plus Advanced accounting and operational knowledge for alternative asset classes with a focus on digital assets and cryptocurrencies In-depth knowledge of US GAAP financial reporting standards for nonregistered investment partnerships and 33/34/40 Act investment funds and familiarity with a variety of product structures including onshore and offshore LPs, master-feeder, open-ended and closed-ended arrangements Advanced excel skills and experience translating accounting data into financial statement presentation Ability to lead independently and in an operations-focused, fast paced team environment Strong working knowledge of project and relationship management Excellent written and verbal communication skills and strong presentation capability MBA or CPA preferred for the Manager and Senior Manager roles. Note: Fidelity is not providing immigration sponsorship for this position The Team In Shareholder Reporting, we're on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we're the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity's new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity's current and future success! #Fidelityalts #FFIOALTS Certifications:Category:Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

The Role As a Manager, Regulatory Accounting, this role is responsible for oversight of the workflow to ensure accuracy and timely delivery of audit package materials. The team supports regulatory filings for 40 act mutual funds, ETFs, institutional accounts and alternative products including private credit funds. Data analysis and enrichment is a key component of the role. Requires collaboration with the management team to set direction, develop talent and lead process improvement initiatives. The Expertise and Skills You Bring Bachelor's degree in accounting/finance (preferred). Strong working knowledge of Mutual Fund Operations, Accounting or Regulatory Reporting. Alternative products experience a plus. Related Accounting, Finance or Regulatory Reporting Experience Theoretical knowledge of Alternative Investments, Accounting & Mutual Fund Industry. Ability to identify and resolve problems associated with work of the team as well as own work; guide the team in responding to customer inquiries and escalates accordingly. Ability to adapt to a constantly evolving regulatory and operations environment. Strong leadership skills and ability to communicate with upstream and downstream business partners. Technical expertise to produce, analyze and enrich large sets of data using accounting system and MS Office tools. Note: Fidelity will not provide immigration sponsorship for this position. The Team The Accounting for Regulatory Reporting Compliance (ARRC) Team is responsible for delivering quality accounting system data to internal and external business partners supporting regulatory reporting requirements. The team prepares and delivers over 7k annual audit workpapers supporting mutual funds, private funds and alternative products. Fidelity's monthly regulatory reporting requirements cannot be met without our team accurately delivering this information in a timely manner. The mission of the team is to deliver quality accounting system data to internal and external business partners supporting regulatory reporting requirements. #Fidelityalts #FFIOALTS Certifications:Category:Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

The Role The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group, and managing the relationships with the department's internal and external business partners. The Senior Tax Manager oversees the timely and accurate execution of the team's core deliverables for Fidelity's alternative investment products, and Canadian Mutual Fund Trusts including K-1s, estimates, federal and state income tax returns, international filings, and certain qualification tests, and Canadian fund distributions. The Senior Tax Manager is also responsible for implementing and ensuring the accurate execution of team's policies, procedures, and controls. The expertise and skills you bring BS in Accounting or Finance CPA and/or MST is preferred 5+ years of public accounting experience in Partnership taxation Regulated Investment Company tax and/or Real Estate Investment Trust tax experience a plus Private Equity fund of funds tax experience a plus Experience with InvestOne, Geneva, and Yardi a plus Advanced knowledge of Partnership tax and associated structures Broad knowledge of financial instruments and securities taxation Familiarity with tax research techniques Familiarity with various fund structures suitable for different types of investors Familiarity with federal, state and international filing requirements of partnerships and blockers Ability to frame complex operational & tax issues and propose solutions Ability to seamlessly move from strategy to execution Leadership and management - ability to work independently or within a team, establish goals and priorities, coach and develop others, and contribute to a positive work environment The Team The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury. #Fidelityalts Certifications:Category:Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

The Q Family Office is looking for a bright, eager, and dedicated individual to join its highly successful multi-billion-dollar private investment office in downtown Fort Worth. This person will be part of a team led by a 25-year veteran of the firm, all of whom assist the CEO in managing personal and business scheduling, travel coordination, organizational matters, photo and video archives, and research projects. This person will handle a variety of projects in an array of disciplines, which keeps the work fast paced and ever-changing. Someone who is already very organized and great with details is a must. Base plus bonus (with full benefits) competitive with market and depending on experience. Responsibilities will include: Providing support within Executive Assistant team assisting with very complex calendars and schedules, travel coordination and general operational functions Extensive experience scheduling & managing private air travel Managing vendors and serving as a liaison Researching and developing new ideas and projects Typical hours are in the office (no remote work) Monday thru Friday from 8AM-6PM, i.e., ~ 50-hour weeks. This role does require some occasional weekend work as well. The successful candidate will: 5+ years of experience in an executive admin role supporting an UHNWI or C-Suite executive at a substantial business enterprise Be incredibly organized and detail oriented About The Q Family Office Established in 1994, the Q Family Office is an organization that combines an almost 30+ year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.

PHI is interested in immediately hiring a top graduate to join their Private Equity Operations Team as an Operations Analyst to assist with the strategic and financial evaluation of the company. You will work directly for the CFO of PHI Oil & Gas and closely with the Q partner in charge of Private Equity who is currently the Chairman/CEO of PHI Group. This is an operationally focused role for a PE company and not a transactional private equity role. If you want a traditional/transactional private equity role, please do not apply. This role is for people who want to be a CEO one day. This is a fast track to that level. Compensation: 25% above what you are currently making or any offer you have. $100,000 minimum. $200,000 maximum. Minimum three-year commitment needed. About Q Family Office: Established in 1994, the Q Family Office is an organization that combines a 30-year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation. About PHI Group: Founded in 1949, PHI Group, Inc. is one of the world's leading helicopter services companies. The Company's primary business has been the safe and reliable transportation of personnel to, from, and among offshore platforms for customers engaged in the oil and gas exploration, development, and production industry. Although in recent years PHI has entered several new domestic and international markets, a large portion of its offshore flight operations continue to be concentrated in the Gulf of Mexico, where PHI is a leading provider of such services. Since late 1997, PHI has also provided air medical transportation for hospitals and for emergency service agencies where it operates principally as an independent provider of medical services. In addition, PHI performs helicopter maintenance and repair services, primarily to existing customers that own their own aircraft. As of July 31, 2022, PHI owned or operated 217 aircraft domestically and internationally, 110 of which were dedicated to its Oil and Gas segment and 107 of which were dedicated to its Air Medical segment. Position Description: Provide analytical, forecasting, reporting, and project support to the CFO for the businesses. Produce reports, which include key metrics, financial results, and variance analysis. Assist in identifying opportunities for performance improvement across the organization. Assist in analyzing M&A opportunities and evaluate new lines of business. Develop models that help with decision-making. Report directly to the CFO of PHI Oil & Gas and work closely with the Chairman of the Board and CEO, who is also a partner at Q Investments Requirements: Recent graduate with an interest in financial operations and management Highly proficient Excel modeling capabilities Partial VBA experience Excellent academic credentials Successful candidates must possess US employment authorization to work. Must be able to commit to the position for at least three years. About Scott McCarty: Mr. McCarty is a partner of Q Investments and has been with Q for over 20 years, starting in 2002. He is currently also the Chairman and CEO of PHI Group, Inc. Prior to leading the private equity and distressed investment groups at Q, he was a portfolio manager. Before joining Q Investments, Mr. McCarty was a captain in the United States Army. Mr. McCarty graduated with a BS from the United States Military Academy at West Point, where he was a Distinguished Cadet and recipient of the General Lee Donne Olvey Award and earned an MBA from Harvard Business School. Mr. McCarty has led several companies through corporate restructuring and has been on the public company boards of Exide Technologies, GulfMark Offshore Inc, Travelport Worldwide Ltd, and Jones Energy Inc., in addition to numerous other private company boards in the technology, environmental, energy and manufacturing sectors.

Pay: up to $32/hr o w2 (No C2C or 3rd parties) We are seeking a highly skilled and detail-oriented Laboratory Instrument Technician to support the calibration, qualification, and performance maintenance of laboratory equipment. This role is essential for ensuring data integrity, regulatory compliance, and operational efficiency across our lab systems. Key Responsibilities: Perform routine and scheduled calibrations of laboratory instruments (e.g., HPLC, GC, balances, spectrophotometers). Execute preventive maintenance and performance checks in accordance with SOPs and manufacturer specifications. Lead and support instrument qualification activities (IQ/OQ/PQ) for new and existing equipment. Collaborate with QA and IT teams to implement and maintain Computer System Validation (CSV) and Computer Software Assurance (CSA) protocols. Troubleshoot equipment issues and coordinate repairs or service with vendors. Maintain accurate records of calibration, qualification, and validation activities in compliance with regulatory standards (e.g., GMP, GLP, ISO 17025). Assist in audits and inspections by providing documentation and technical support. Qualifications: Minimum 2-3 years of experience in laboratory instrument calibration and maintenance. Hands-on experience with instrument qualification protocols (IQ/OQ/PQ). Working knowledge of CSV and CSA frameworks in regulated environments. Familiarity with quality systems and regulatory requirements (FDA, EMA, ISO). Strong documentation and organizational skills. Preferred Skills: Experience with calibration management software and electronic documentation systems. Understanding of data integrity principles and risk-based validation approaches. Certification in instrumentation, metrology, or validation (e.g., ASQ CCT, GAMP) is a plus. Other responsibilities as needed: Ensure that lab cleanliness and safety standards are maintained. Develop and qualify new testing methods. Train other analysts to perform laboratory procedures and assays. Perform visual inspections of finished products. Participate in internal assessments and audits as required. Identify and troubleshoot equipment problems. Evaluate new technologies and methods to make recommendations regarding their use. Serve as a technical liaison between quality control and other departments, vendors, or contractors. Coordinate testing with contract laboratories and vendors. Write technical reports or documentation such as deviation reports, testing protocols, and trend analyses. Write or revise standard quality control operating procedures. Supply quality control data necessary for regulatory submissions. Receive and inspect raw materials. Review data from contract laboratories to ensure accuracy and regulatory compliance. Prepare or review required method transfer documentation including technical transfer protocols or reports. Perform validations or transfers of analytical methods in accordance with applicable policies or guidelines. Participate in out-of-specification and failure investigations and recommend corrective actions. Monitor testing procedures to ensure that all tests are performed according to established item specifications, standard test methods, or protocols. Investigate or report questionable test results. Interpret test results, compare them to established specifications and control limits, and make recommendations on appropriateness of data for release. Identify quality problems and recommend solutions. Evaluate analytical methods and procedures to determine how they might be improved. Complete documentation needed to support testing procedures including data capture forms, equipment logbooks, or inventory forms. Calibrate, validate, or maintain laboratory equipment. Compile laboratory test data and perform appropriate analyses. Conduct routine and non-routine analyses of in-process materials, raw materials, environmental samples, finished goods, or stability samples.

Redefine Banking with Us: LevelField Bank, upon completion of the forthcoming acquisition of Burling Bank, will be an FDIC-insured community bank dedicated to transforming the financial landscape by prioritizing innovation and embracing new products and services. We aim to differentiate ourselves by serving consumers nationwide, targeting underbanked commercial markets, including business involved in the fast-evolving world of digital assets (cryptocurrency), and by operating a true real-time 24x7 bank. Considerable growth is on the horizon, and we're ready for the challenge. Building an industry-leading company is no small feat, but we're driven by a positive, ambitious energy. With a seasoned leadership team and the stability of a regulated financial institution, we're creating a workplace that's both dynamic and rewarding. Our executive leaders each bring over thirty years of experience from the most competitive corners of the financial sector-yet they approach each day with the enthusiasm of fresh talent. If you are passionate about creating a fantastic environment and eager to join a growing organization, this is your opportunity to make an impact. Your Role: As the Program Manager-Private Client Services (PM-PCS), you will be responsible for the delivery of banking products to LevelField's business and select personal banking customers, along with the tools necessary for bank staff to serve those customers. Reporting to the Chief Technology Officer, you will deliver those products and tools by coordinating among the bank's third-party integration partner and various Software-as-a-Service (SaaS) vendors. Because of the high-touch nature of PCS, many deliverables will require tight delivery times and will be managed using lightweight Agile methods and, occasionally, “red team” development. A number of these banking products and SaaS vendors will involve digital assets, although digital asset experience is not a requirement for the role. Location: This is a fully on-site position in Houston, TX. The role depends on close collaboration with business and technology partners, which is best achieved through in-person engagement. Key Responsibilities: Champion our brand: Embody LevelField's innovative culture, fostering trust and enthusiasm for our cutting-edge banking solutions. Own the PCS technology roadmap: Maintain the delivery roadmap for all Private Client Services products and tools defined by the Chief Product Officer and other executive sponsors. Coordinate cross-functional delivery: Assemble and lead working teams consisting of the VP of Business Requirements and designated business experts to define requirements and validate user acceptance. Plan and track execution: Develop delivery plans, track milestones in the appropriate project management tool (usually Jira), and ensure visibility of progress, risks, and dependencies. Oversee vendors and integration partners: Direct the work of third-party infrastructure and integration partners and SaaS providers, ensuring scope, quality, and timelines are met. Manage project budgets: Collaborate with the Director of the Program Management Office to establish budgets, monitor variances, and conduct post-project financial and performance reviews. Maintain governance alignment: Ensure that project documentation, approval gates, and controls comply with standards established by the PMO. Communicate with stakeholders: Provide regular status reports, highlight risks or decision needs, and ensure timely escalation and resolution. Drive continuous improvement: Capture lessons learned and contribute to refining delivery methods, vendor management practices, and PMO standards. Additional Responsibilities: Stay ahead of trends: Maintain awareness of the broader context and implications of the various types of risk affecting the business. Work collaboratively: Collaborate with the team to continuously improve the department and the bank. Think like an owner: Contribute ideas to improve processes, enhance customer experiences, and drive the bank's growth. Perform other related duties as needed: Support additional initiatives or responsibilities consistent with the scope and purpose of the role. About You You are an experienced program manager who thrives on bringing structure, clarity, and momentum to complex technology deliveries. You excel at coordinating diverse contributors-business leaders, vendors, and integration partners-to deliver high-quality products on schedule and within budget. You are comfortable managing programs that rely on configuration and integration rather than in-house software development, and you know how to keep third-party teams aligned with business priorities and governance standards. You bring: A minimum of 7 years of experience managing technology programs or large projects within financial services or other regulated industries. Demonstrated success coordinating multi-vendor or SaaS-based implementations, with strong command of integration and configuration management. Proven ability to translate business objectives into executable delivery plans and to maintain focus on value, schedule, and cost. Excellent organizational and communication skills-able to build consensus across business, technology, and vendor teams. Sound financial discipline, including budget planning, variance tracking, and post-implementation review. A commitment to continuous improvement and to working within the PMO's governance frameworks to strengthen delivery practices across the technology organization. Familiarity with Agile and hybrid project methodologies, and the judgment to tailor them appropriately to the scope and urgency of each initiative. You bring calm leadership to high-visibility programs, ensuring that complex integrations and aggressive timelines are handled with control, transparency, and professionalism. What Success Looks Like Within your first year, Private Client Services technology initiatives are delivered predictably, with clear ownership, controlled budgets, and measurable results. Project plans are realistic and visible, dependencies are managed, and executives have confidence in the progress and cost of each delivery. Third-party integration partners and SaaS vendors operate with accountability and alignment to business goals, supported by your structured communication and steady coordination. Internal stakeholders see you as a trusted facilitator-someone who brings focus, clarity, and follow-through to complex, cross-functional efforts. The PMO recognizes your programs as models of disciplined delivery: well-documented, financially transparent, and aligned with governance standards. Private Client Services technology moves forward with a rhythm and reliability that strengthens both customer experience and organizational trust. Why Join LevelField Bank? Be a pioneer: Join a forward-thinking bank at the forefront of digital asset integration, with opportunities to shape the future of finance. Growth opportunities: As an early team member, you'll have significant potential for career advancement in a rapidly growing organization. Vibrant culture: Thrive in a collaborative, innovative workplace that values your contributions and celebrates success. Competitive compensation: Enjoy a base salary of $105,000-$145,000, discretionary bonuses, stock options, 401(k), medical insurance, and additional benefits. This description outlines the general nature of the role and is not an exhaustive list of duties or requirements. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees for this role. LevelField Financial and LevelField Bank are equal opportunity employers.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Director, Digital/Technical Product Management for Omni Enablement, you will lead teams of Digital or Technical Product Managers responsible for the strategy, ideation, definition, development and performance of digital and technology products and their experiences for USAA and its members. Oversees highly complex or strategic initiatives typically requiring confidentiality and enterprise-level visibility. Collaborates with Business and Technology stakeholders to lead a team responsible for tackling complex and challenging problems while maintaining situational awareness of the market in order to maximize the product portfolio. Focuses on the operational effectiveness, goals, and performance of the team and their products or product line (or set of product experiences), ensuring strategic alignment within a product portfolio. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. Find out more about this role by reading the information below, then apply to be considered. What you'll do: GenAI for Contact Center Enablement Strategy: Define and lead the product vision, strategy, and roadmap for leveraging Generative AI to directly support insurance agents in real-time during customer calls. This includes understanding the unique challenges and opportunities within agent-led conversations and how AI can enhance their ability to provide exceptional service, streamline information access, and improve outcomes. Automation of Manual Processes: Proven experience in identifying and automating manual processes through digital solutions. This requires a deep understanding of process workflows, the ability to pinpoint inefficiencies, and the expertise to implement technology-driven solutions. Product Lifecycle Adherence: Strict adherence to and management of the product lifecycle, from ideation and development to launch, iteration, and end-of-life. This ensures that products are delivered systematically and meet defined quality standards. Attracts, selects, and develops a Digital or Technical Product Management team in the attainment of product and experience goals and objectives. Manages day to day activities of the Digital or Technical Product Management team or and actively manages resources to ensure optimal efficiency and effective delivery. Responsible for end-to-end technology and digital product management activities for a product portfolio, or product line or group, or a major market segment or vertical market. Sets new Product strategies and leads team to define product strategy for a product portfolio, product line or group and oversees the development, analysis, and alignment of product strategy and roadmaps. Applies product management expertise in state-of-the-art digital and technology domains. Improves the business outcomes of the team by injecting strategic and innovative thinking in digital and technology product and service solutions. Guides teams in implementing data-driven methodologies across multiple channels, including emerging technology and mobility, to optimize end user experiences to drive KPI/KRIs. Guides team in developing best-in-class practices, tools, and processes to collect data, member feedback, derive insights, and inform product decisions. Leads team to effectively manage ambiguity, and influence others to drive clarity, solutions, and execution plan among team and stakeholders. Collaborates with and influences senior leaders, Digital or Technical Product Managers, developers, vendors, designers and other stakeholders to ensure successful product strategies and product/ feature launches. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelors degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years Digital/Technology Product Management experience, to include Digital/Technology experience in Strategy/Planning, Innovation, User Experience, Process Engineering, Analytics, and/or Research/Testing; OR an Advanced degree and 6 years of Digital/Technology Product Management experience, to include Digital/Technology experience in Strategy/Planning, Innovation, User Experience, Process Engineering, Analytics, and/or Research/Testing. 3 years of direct team lead or leading matrixed or cross-functional teams. Demonstrated ability to think strategically, communicate effectively, and leverage and influence leadership and cross-functional teams to develop and execute product strategy. Solid business acumen combined with strong technical and customer experience foundations. Knowledge of Technology/Digital products and/or emerging technology platforms, applications, data analysis and research techniques, and standards. Demonstrated ability to work in an Agile, Lean Product Development and Lean Portfolio Management environment. Knowledge of digital and technology strategy and delivery as it relates to Experience Design concepts and Human Centered Design concepts, roadmap development, journey mapping, competitive analysis and research, and situation analysis methods. Ability to excel in a dynamic environment with shifting priorities and a high degree of independence. Demonstrated people management skills. What sets you apart: AI Fundamentals: Understanding of Artificial Intelligence concepts, capabilities, and potential applications within product development and business process automation. This is crucial for leveraging AI to enhance the Agent Desktop, work tools and automate processes. Contact Center Technology: Experience with contact center technologies is specified. This may relate to customer support for the Agent Desktop, applications or understanding how communication platforms can be integrated or automated. Roadmap Development: Proven ability to create and manage comprehensive product roadmaps that align with business strategy and technological capabilities. This includes defining timelines, milestones, and feature prioritization. Prioritization: Strong skills in prioritizing product features, initiatives, and technical debt based on business value, customer impact, and strategic alignment. This often involves using frameworks and data-driven analysis. Agile Methodologies: Deep understanding and practical experience with Agile development frameworks to drive efficient product development cycles. Product Vision and Strategy: Ability to define and articulate a clear product vision and overarching strategy that aligns with broader business objectives and technological advancements. Gather Requirements: Skill in effectively gathering, analyzing, and documenting product requirements from various stakeholders, including business users, technical teams, and customers. Stakeholder Management: Ability to effectively manage relationships and communication with diverse stakeholders, including navigating dependencies on other platforms and processes. This is critical for aligning efforts and ensuring smooth execution. Cost-Benefit Analysis: Proficiency in conducting cost-benefit analyses to evaluate the feasibility and potential ROI of new features, automation initiatives, and strategic investments. Contact Center Experience: Experience specifically within contact center environments, which may inform the approach to user support, customer interaction, and process optimization within the agent desktop and applications. Automation Technologies: Familiarity with various automation technologies (e.g., RPA, workflow automation tools, AI-driven automation) and their application in streamlining business processes. Business Strategy Integration: Ability to deeply understand and integrate business strategy into product development, ensuring that technology investments directly support organizational goals. API Integration: Experience with API design, integration, and management to ensure seamless data flow and interoperability between different systems and platforms. Product Management: Comprehensive experience in all facets of product management, from discovery and definition to launch and post-launch optimization. Compensation range: The salary range for this position is: $143,320.00 - $273,930.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. xevrcyc The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on ov

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We are seeking a skilled individual to execute comprehensive model risk validation oversight for the lifecycle management of models. This includes conducting thorough model validation activities and ensuring adherence to written risk and compliance policies and procedures. The role requires strict independence from model stewards (e.g., model owners, developers, implementers, users) throughout all stages of the model's lifecycle, from development to ongoing maintenance. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Implement independent model validation control activities for high risk in-house and vendor models. Leverage expert technical approaches to develop and implement validation testing plans. Replicate model development and may develop challenger models through predictive modeling, machine learning, deep learning, time-series modeling/forecasting, stress testing, heuristic models, actuarial models, simulation, optimization, and/or other highly specialized techniques. Conduct and develop plans for model testing and data quality assessments for models using various types of datasets including those employing large datasets and unstructured datasets. Review at an extensive experience level the end-to-end life-cycle management of model development, implementation, ongoing monitoring, and use in areas of Banking and Insurance (Property & Casualty and Life) along with their corresponding business support functions and operational processes. Assess model inherent risk ratings, model declassifications applications, the materiality of model changes, and conducts model change validations for all types models. Oversee and advises the model validation work of peers. Produce and deliver validation reports and related validation work to model validation management, model partners, senior leadership, and others. Implement the model validation process aligned with the risk and compliance policies and procedures. Evaluate model risk control strengths around model development, implementation, and use. Professionally develop on emerging modeling techniques and approaches. What you have: Bachelor's degree in a quantitative field, such as Economics, Mathematics, Statistics, Actuarial Science, Data Science, Engineering, Computer Science, or a Related Field with Core Quantitative Curriculum. Four additional years of related experience beyond the minimum required may be substituted in lieu of a degree. Minimum 6 years' related work experience in model validation, model development, statistical analysis, and/or advanced quantitative research OR Advanced degree (e.g., Master's, PhD) in a quantitative field, such as Economics, Mathematics, Statistics, Actuarial Science, Data Science, Engineering, Computer Science, or Related Field with Core Quantitative Curriculum and 4 years' related work experience in model validation, model development, statistical analysis, and/or advanced quantitative research. Experience driving communication verbally and in writing quantitative/technical concepts and conclusions to non-technical audiences, senior leadership, auditors, and/or regulators. Strong programming skills in R, Python, SAS, Java, C, SQL, and/or other comparable programming languages for the iterative methodological tenants of model and algorithm development including setting model specifications, assumption testing, data quality assessments, variable selection, back-testing, benchmarking, and other robust model testing. Extensive Experience with at least three of the following statistical, econometric, data science, and predictive modeling approaches: Unsupervised Learning; K-Means; Linear Regression; Time-Series/Forecasting; Stress Testing; Logistic Regression; Gaussian Process; Simulation Models; Boosting/Bagging Trees; Neural Networks; Deep Learning Concepts; Bayesian Estimators. Strong business context knowledge in operational and support functions of Banking and/or Insurance as well as associated modeling and analytics knowledge. What sets you apart: Experience in developing / validating Artificial Intelligence Models (including Generative AI) for use in Large Financial Institutions in accordance with Federal Reserve Guidance on Model Risk Management (SR 11-7). Working knowledge of Data engineering, understanding the key concepts, tools, and practices involved in designing, building, and maintaining data pipelines and infrastructure. Provisioning, configuring, and managing cloud resources, including compute, storage, networking, and databases on both Azure and GCP Experience with Disparate Impact/ Bias testing. Compensation range: The salary range for this position is: $127,310.00 - $243,340.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Director, Digital/Technical Product Management for Omni Enablement, you will lead teams of Digital or Technical Product Managers responsible for the strategy, ideation, definition, development and performance of digital and technology products and their experiences for USAA and its members. Oversees highly complex or strategic initiatives typically requiring confidentiality and enterprise-level visibility. Collaborates with Business and Technology stakeholders to lead a team responsible for tackling complex and challenging problems while maintaining situational awareness of the market in order to maximize the product portfolio. Focuses on the operational effectiveness, goals, and performance of the team and their products or product line (or set of product experiences), ensuring strategic alignment within a product portfolio. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. Find out more about this role by reading the information below, then apply to be considered. What you'll do: GenAI for Contact Center Enablement Strategy: Define and lead the product vision, strategy, and roadmap for leveraging Generative AI to directly support insurance agents in real-time during customer calls. This includes understanding the unique challenges and opportunities within agent-led conversations and how AI can enhance their ability to provide exceptional service, streamline information access, and improve outcomes. Automation of Manual Processes: Proven experience in identifying and automating manual processes through digital solutions. This requires a deep understanding of process workflows, the ability to pinpoint inefficiencies, and the expertise to implement technology-driven solutions. Product Lifecycle Adherence: Strict adherence to and management of the product lifecycle, from ideation and development to launch, iteration, and end-of-life. This ensures that products are delivered systematically and meet defined quality standards. Attracts, selects, and develops a Digital or Technical Product Management team in the attainment of product and experience goals and objectives. Manages day to day activities of the Digital or Technical Product Management team or and actively manages resources to ensure optimal efficiency and effective delivery. Responsible for end-to-end technology and digital product management activities for a product portfolio, or product line or group, or a major market segment or vertical market. Sets new Product strategies and leads team to define product strategy for a product portfolio, product line or group and oversees the development, analysis, and alignment of product strategy and roadmaps. Applies product management expertise in state-of-the-art digital and technology domains. Improves the business outcomes of the team by injecting strategic and innovative thinking in digital and technology product and service solutions. Guides teams in implementing data-driven methodologies across multiple channels, including emerging technology and mobility, to optimize end user experiences to drive KPI/KRIs. Guides team in developing best-in-class practices, tools, and processes to collect data, member feedback, derive insights, and inform product decisions. Leads team to effectively manage ambiguity, and influence others to drive clarity, solutions, and execution plan among team and stakeholders. Collaborates with and influences senior leaders, Digital or Technical Product Managers, developers, vendors, designers and other stakeholders to ensure successful product strategies and product/ feature launches. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelors degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years Digital/Technology Product Management experience, to include Digital/Technology experience in Strategy/Planning, Innovation, User Experience, Process Engineering, Analytics, and/or Research/Testing; OR an Advanced degree and 6 years of Digital/Technology Product Management experience, to include Digital/Technology experience in Strategy/Planning, Innovation, User Experience, Process Engineering, Analytics, and/or Research/Testing. 3 years of direct team lead or leading matrixed or cross-functional teams. Demonstrated ability to think strategically, communicate effectively, and leverage and influence leadership and cross-functional teams to develop and execute product strategy. Solid business acumen combined with strong technical and customer experience foundations. Knowledge of Technology/Digital products and/or emerging technology platforms, applications, data analysis and research techniques, and standards. Demonstrated ability to work in an Agile, Lean Product Development and Lean Portfolio Management environment. Knowledge of digital and technology strategy and delivery as it relates to Experience Design concepts and Human Centered Design concepts, roadmap development, journey mapping, competitive analysis and research, and situation analysis methods. Ability to excel in a dynamic environment with shifting priorities and a high degree of independence. Demonstrated people management skills. What sets you apart: AI Fundamentals: Understanding of Artificial Intelligence concepts, capabilities, and potential applications within product development and business process automation. This is crucial for leveraging AI to enhance the Agent Desktop, work tools and automate processes. Contact Center Technology: Experience with contact center technologies is specified. This may relate to customer support for the Agent Desktop, applications or understanding how communication platforms can be integrated or automated. Roadmap Development: Proven ability to create and manage comprehensive product roadmaps that align with business strategy and technological capabilities. This includes defining timelines, milestones, and feature prioritization. Prioritization: Strong skills in prioritizing product features, initiatives, and technical debt based on business value, customer impact, and strategic alignment. This often involves using frameworks and data-driven analysis. Agile Methodologies: Deep understanding and practical experience with Agile development frameworks to drive efficient product development cycles. Product Vision and Strategy: Ability to define and articulate a clear product vision and overarching strategy that aligns with broader business objectives and technological advancements. Gather Requirements: Skill in effectively gathering, analyzing, and documenting product requirements from various stakeholders, including business users, technical teams, and customers. Stakeholder Management: Ability to effectively manage relationships and communication with diverse stakeholders, including navigating dependencies on other platforms and processes. This is critical for aligning efforts and ensuring smooth execution. Cost-Benefit Analysis: Proficiency in conducting cost-benefit analyses to evaluate the feasibility and potential ROI of new features, automation initiatives, and strategic investments. Contact Center Experience: Experience specifically within contact center environments, which may inform the approach to user support, customer interaction, and process optimization within the agent desktop and applications. Automation Technologies: Familiarity with various automation technologies (e.g., RPA, workflow automation tools, AI-driven automation) and their application in streamlining business processes. Business Strategy Integration: Ability to deeply understand and integrate business strategy into product development, ensuring that technology investments directly support organizational goals. API Integration: Experience with API design, integration, and management to ensure seamless data flow and interoperability between different systems and platforms. Product Management: Comprehensive experience in all facets of product management, from discovery and definition to launch and post-launch optimization. Compensation range: The salary range for this position is: $143,320.00 - $273,930.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. xevrcyc The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on ov

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As an Audit Lead, you'll support audit engagements of varying complexity, often participating in cross-functional, risk-based assurance and advisory projects, contributing to the quality of audit work. A key aspect of this role involves testing models and model-related tools as part of audit engagements. You will support Auditor-In-Charge (AIC) responsibilities and maintain knowledge of financial services regulations, effectively responding to and interacting with regulators. This role provides support and oversight to multiple audit engagements and participates in the review of engagement planning, fieldwork, and reporting. You will also manage strategic initiatives and assist with the development and implementation of a risk-based audit plan. You will serve as, and/or partner with, subject matter expert(s) within audit or the business to analyze issues, establish collaborative client relationships, and proactively work with client management to assess risk and improve internal controls. You will also adhere to the Institute of Internal Auditors' International Standards for the Professional Practice of Internal Auditing (Standards) and Code of Ethics. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, or Charlotte, NC. Relocation assistance is available for this position. What you'll do: Contribute to continuous monitoring, advisory activities, special reviews, and investigations. Ensure assigned audit engagements are completed objectively, professionally, and timely, adhering to audit standards. Identify control weaknesses and recommend improvements, drafting audit issues and reports for client leadership and conducting follow-up. Support quality of audit reviews and propose updates to the universe risk assessment based on audit results. Build client relationships to drive strategic objectives. Communicate effectively with business/clients, delivering risk-based and difficult messages, and potentially with regulators and executive leaders. Provide coaching and guidance to other auditors, ensuring timely and quality deliverables, and may provide engagement evaluations. Provide input into the internal audit universe and risk profiles, updating risk assessment information. Participate in the development and execution of the annual audit plan, assessing and covering risks. What you have: Bachelor's degree in Business or relevant field such as Finance, Accounting, Business, or Information Technology. Four additional years of related experience beyond minimum required may be substituted in lieu of a degree. 8 years of audit, financial, insurance, banking, information technology or related business and/or leadership experience. Experience performing internal audits, external audits, or applying audit, risk, or compliance acumen in a complex operational and regulatory environment. Broad and comprehensive experience in Audit theory, internal audit principles with demonstrated experience in audit examining, analyzing, assessing, and drawing conclusions from audit work. Demonstrated experience effectively communicating and challenging Controls with business partners and influencing business outcomes. Understanding of risks and internal controls and the ability to evaluate and determine adequacy and efficiency of controls. Experience in a support role, mentoring, and providing feedback to audit team members throughout the audit. Experience in overseeing work with both internal and external partners in a highly collaborative environment Demonstrated critical thinking and knowledge of data analysis tools and techniques and decision-making abilities. Demonstrated experience in highly dynamic environment undergoing change; ability to deal with competing priorities. What sets you apart: ACAS or FCAS designation. Proven background in P&C model frameworks, ranging from pricing, reserving, and catastrophe modeling to enterprise risk, across development, validation, or oversight risk. Advanced degree (e.g., Master's, PhD) in a quantitative field, such as Economics, Mathematics, Statistics, Actuarial Science, Data Science, Engineering, Computer Science, or Related Field with Core Quantitative Curriculum. Deep knowledge and experience with SR 11-7 and/or ASOP 56. Compensation range: The salary range for this position is: $143,320 - $273,930. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

The Role The Tax Manager is primarily responsible for providing tax support and oversight for Fidelity's alternative investment products, including U.S Partnerships funds, U.S. REITs and U.S grantor trusts, and Canadian Mutual Fund Trusts. The manager is responsible for: Analyzing the Funds books and records to provide accurate and timely U.S. investor tax information reporting (k-1s, estimates, 1042-s etc.), Canadian fund distributions, tax returns and Canadian shareholder reporting and to ensure compliance with various Tax Agencies. Reviewing information provided to third party service providers, tax work papers, tax returns (U.S. form 1065/K-1/K-3, 1120, 1120-F and state returns, and Canadian form T3 etc.), and other monthly, quarterly, and ad-hoc tasks. The Expertise and Skills You Bring Bachelor's degree or equivalent experience in Finance or Accounting 3+ years proven experience in investment management tax operations, or related tax specialty strongly preferred Familiarity with tax research techniques Broad knowledge of accounting and tax principles Ability to embrace and adapt to a constantly evolving regulatory and technology environment Ability to work in a collaborative environment Comfortable in a fast paced, deadline-oriented environment Interpersonal and time management skills Flexibility to work overtime (as needed) to fulfill the job requirements Tax experience with Real Estate Investment Trust, private credit funds, Private Equity fund of funds, Regulated Investment Company and/or Canadian mutual fund a plus Experience with accounting platforms InvestOne, Geneva, and Yardi a plus The Team The Tax Manager role is part of the Tax Operations team within the Fidelity Fund Investment Operations business unit. The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury. #Fidelityalts #FFIOALTS Certifications:Category:Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

You are a strategic thinker, passionate about delivering solutions to clients, and have experience in building business relationships and selling within Payments. You have found the right team. As a Business Development Representative II within the Chase Small Business (SMB) sales channel and Lodging Partners, you will be tasked with discovering and establishing new business opportunities within the lodging vertical. Your role will involve developing market strategies to promote additional payment processing revenue to Chase Payments. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities. The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation. Job Responsibilities Identify and cultivate new business opportunities by reaching out to prospects and existing merchants by phone, email, and/or self-sourced relationship to provide best possible solutions and sell payment processing products and services within the Lodging and Hospitality Industry Serve as trusted advisor, leveraging core knowledge, recommend and promote banking and payment processing solutions to clients while working within the risks parameters that protect the firm Understand client's banking and processing needs and offer multi-level Chase products and solutions, to best accommodate the client Acquire deep knowledge of company's products and pricing to facilitate sales efforts Negotiate with clients to price products and services competitively while generating revenue Maintain sales records and prepare sales reports as required Protect the firm by applying sound risk management protocols; have understanding and knowledge of compliance and risk issues to escalate to management as appropriate; able to collaborate to determine solutions Develop a vertical market expertise and become industry expert Work directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering and Know Your Customer regulations Required qualifications, capabilities and skills Sales experience with a proven track record of self sourcing leads that result in meeting revenue goals in a solution selling environment Demonstrate critical thinking and problem solving skills Demonstrate ability to build positive interpersonal relationships with business owners Demonstrate ability to prioritize and focus on multiple initiatives Demonstrate ability to communicate effectively both verbally and in writing with key decision-makers at a variety of levels (Small to Mid-size business owners, CEOs, etc.) to evaluate needs, propose solutions from our suite of merchant services products Travel to clients and/or attend Trade-shows Preferred qualifications, capabilities, and skills Bachelor's degree Knowledge and experience within the Merchant Services and Lodging & Hospitality Industry

Do you love building and pioneering in the technology space? Do you enjoy solving complex business problems in a fast-paced, collaborative, inclusive, and iterative delivery environment? At Capital One, you'll be part of a big group of makers, breakers, doers and disruptors, who love to solve real problems and meet real customer needs. We are seeking a Network & DevOps Engineering leader who is passionate about network automation with emerging technologies to join our team. As a Network & DevOps Engineering leader, you'll have the opportunity to be on the forefront of driving a major transformation within Capital One. The Cloud Operations Resilience Engineering (CORE) Technology division is responsible for enabling and evolving Capital One's foundational cloud infrastructure layer, including observability, connectivity, resilience and availability. What You'll Do: Lead a team managing a portfolio of diverse technology projects and developers specializing in automation, distributed microservices, and back-end systems to automate on-premise and cloud network platforms. Share your passion for staying on top of tech trends, experimenting with and learning new technologies, participating in internal & external technology communities, mentoring other members of the engineering community, and from time to time, be asked to code or evaluate code Collaborate with digital product managers, and deliver robust cloud-based solutions that drive intent based networking and automation. Utilize programming languages like Java, Python, SQL, Container Orchestration services including Docker and ECS, CM tools including Ansible and Terraform, and a variety of AWS tools and services. Additionally work with automation platforms such as Itential. Collaborate with on-premise network infrastructure and colocation stakeholders to automate repetitive tasks and identify opportunities for efficiency. Lead a software engineering team responsible for identifying automation opportunities, designing, developing, and deploying solutions aimed at reducing manual effort, overhead, and streamlining infrastructure management. Spearhead inter-team solutions to automate compliance and control management initiatives. Basic Qualifications: Bachelor's degree At least 6 years of experience in DevOps Engineering (Internship experience does not apply) At least 4 years of experience with Cloud Native technologies (Amazon Web Services, Microsoft Azure, Google Cloud Platform) At least 6 years of Unix or Linux system administration experience At least 4 years of experience in people management Preferred Qualifications: 7+ years of DevOps Engineering experience 5+ years of experience with coding and scripting (Python, SQL, Java, JavaScript, Golang, Bash, Perl or Ruby) 4+ years of experience in infrastructure automation (on-prem and cloud), implementation and delivery 3+ years of experience with monitoring tools (Splunk or Zabbix) 3+ years of experience with Container orchestration services including Docker or Kubernetes 3+ years of experience working with Agile Development Practices 3+ years of experience working in SRE environment Capital One will consider sponsoring a new qualified applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. McLean, VA: $225,400 - $257,200 for Sr. Mgr, Software EngineeringPlano, TX: $204,900 - $233,800 for Sr. Mgr, Software EngineeringRichmond, VA: $204,900 - $233,800 for Sr. Mgr, Software Engineering 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 4901-4920; 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 ************** or via email at RecruitingAccommodation@capitalone.com. 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).

JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial & Investment Bank The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world. Group Overview: Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products. What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.