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BNY Mellon jobs - 1,171 jobs

  • Senior Vice President, Full-Stack Engineer

    The Bank of New York Mellon 4.4company rating

    The Bank of New York Mellon job in Pittsburgh, PA or remote

    The Bank of New York Mellon seeks Senior Vice President, Full-Stack Engineer in Pittsburgh, PA, to Consult with internal business groups to provide high-level application software development services or technical support. Provide comprehensive senior-level technical consulting to IT management and senior technical staffs. Evaluate compliance with the organization's technology standards. Program well-designed, testable, efficient code. Analyze, design and develop tests and test-automation suites. Develop flowcharts, layouts and documentation to satisfy requirements and solutions. Maintain software functionality and currency (technical debt and gain). Actively participate in code reviews. Integrate software components into a fully functional software system. Apply security and privacy principles. Work with internal business groups on implementation opportunities, challenges, and requirements of various applications. Analyze information and provide recommendations to address and resolve business issues for a specific business group. Guide and consult with IT management and technical staffs regarding use of emerging technologies and associated services. Participate in defining corporate implementation and integration strategies of new technologies. Remote work may be permitted within a commutable distance from the worksite. REQUIREMENTS: Bachelor's degree, or foreign equivalent, in Computer Science, Engineering (Any), or a related field, and ten (10) years of progressively responsible experience in the job offered or in a related IT occupation. Ten (10) years of progressively responsible experience must include: Utilizing JMS, Apache and Kafka Message Systems to build resilient batch and real-time Big data ingestion, transformation, and extraction pipelines; Building microservices using Java, Spring Boot, Python, SQL, Oracle, PostgreSQL, and building intuitive user interfaces using HTML, CSS, JavaScript, and Angular; Deploying and managing containerized applications to Kubernetes orchestration framework on-premises and cloud, using Docker, OpenShift and AKS; Developing DevOps CICD pipeline in GitLab using Maven and Pip; Executing application performance monitoring, observability, and logging by utilizing and customizing AppDynamics, Splunk, Grafana, Prometheus and Moogsoft; Developing end-to-end data solutions including data lineage and data governance using Collibra, and data quality using Informatica for data lake and data warehouse systems; and Performing full Agile software development life cycle as per approved architectural patterns, established controls, and enterprise toll gates. Qualified applicants please apply online at ************************************** and utilize reference code #71880. Please indicate "referral source - advertisement - WEB." BNY assesses market data to ensure a competitive compensation package for our employees. The base salary/range for this position is expected to be $181,500.00 - $211,000.00 per year at the commencement of employment. Base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify the base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. BNY is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans.
    $181.5k-211k yearly 42d ago
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  • Director, Program and Project Management Manager

    The Bank of New York Mellon 4.4company rating

    The Bank of New York Mellon job in Pittsburgh, PA

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Director, Program and Project Management Manager join our Archer team. This role is located in Berwyn, PA and Pittsburgh, PA. In this role, you'll make an impact in the following ways: * Collaborate with onboarding and client service teams to understand client challenges and identify opportunities for enhanced solutions. * Lead the requirements-gathering process, working closely with clients and internal teams to create detailed and actionable solution designs. * Develop, manage, and maintain high-quality documentation, such as actionable and testable Statements of Work (SOWs), client-facing standard solution guides, and internal customization directories. * Act as the primary liaison between client-facing teams and software engineering, ensuring clarity and alignment throughout the solution delivery process. * Proactively identify inefficiencies in current processes and lead initiatives to improve workflows, tools, and methodologies. * Investigate and resolve unexpected behaviors in client-specific solutions, collaborating with software engineers to ensure timely resolutions. * Analyze large, complex datasets to troubleshoot issues, answer client inquiries, and identify opportunities for innovation. * Mentor and guide junior analysts, fostering skill development and knowledge sharing across the team. * Partner with project management to accurately estimate tasks, scope solutions, and set realistic delivery timelines. * Stay informed of industry trends and advancements to drive innovative solutions that align with client needs and market demands. To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination of education and experience is required * 15+ years of experience in business systems analysis, including requirement elicitation, data analysis, and solution design. * Expertise in modern software tools and platforms used in investment management. * Strong client relationship management skills and a consultative approach to problem-solving. * Proven leadership experience, including mentoring, process improvement, and team collaboration. * Strong understanding of SQL and experience with business intelligence tools for querying and analyzing data. * Comprehensive knowledge of the investment management industry, including familiarity with market trends, challenges, and opportunities. * Exceptional communication and organizational skills, with a clear, concise writing and speaking style. * Demonstrated ability to lead by example, driving a culture of excellence, accountability, and continuous improvement. Preferred Qualifications: * Understanding of software development lifecycles, methodologies (e.g., Agile, Waterfall), and best practices. * Experience directly managing or supervising teams within a technical or analytical capacity. * A track record of implementing and managing process improvements to enhance team efficiency and client satisfaction. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $126k-212k yearly est. 15d ago
  • 2027 Investment Management Summer Analyst Program - Hedge Fund Solutions (West Conshohocken)

    Morgan Stanley 4.6company rating

    West Conshohocken, PA job

    Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.8 trillion in assets under management or supervision as of September 30, 2025. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. The Hedge Fund Solutions Investment Team serves to bridge a client's investment objectives with the optimal implementation choices or 'delivery mechanism' for underlying investments and exposures ranging from active hedge fund strategies to risk premia investing, alternative lending, asset-backed lending, secondaries and co-investments. With the benefit of an open architecture platform - and making optimal use of data, tools and technology - the team seeks to source, structure, execute and oversee superior investments across each of these categories. Training Program The Investment Management Summer Analyst Program is a 10-week program consisting of one week of training and nine weeks working within a specific IM team. Across all IM teams, the curriculum is designed to equip Summer Analysts with the fundamental skills they need to be successful in IM. During the 10-week program, Summer Analysts experience the culture and atmosphere of Morgan Stanley by performing a role similar to a Full-Time Analyst. During the 10-week program, the Summer Analyst will work closely with the Investment Team, working on specific projects and participating in all stages of the investment process. This will include investment coverage activities, as well as those associated with sourcing, analysis and evaluation of new ideas in addition to monitoring existing investments. The analyst role spans idea generation, data intake and analysis and data aggregation and management, and includes working with large data sets in Microsoft Excel, internal software systems, Python, SQL, and/or R to assess investment/strategy merits and monitor relevant portfolio metrics. Summer Analysts will have the opportunity to assist with active risk, exposure and P/L oversight and evaluation throughout the program. Roles and Responsibilities * Support all aspects of the investment process and coverage * Collaborate with other functional areas in coordinating the various operational aspects of investing * Participate in extensive strategy and investment reviews and in preparation of associated presentations for the Investment Committee Qualifications and Skills * Pursuing a Bachelor's degree and will graduate between December 2027 and June 2028 * Outstanding analytical and quantitative skills * Excellent communication skills, both verbal and written * Team player with ability to collaborate with colleagues across Hedge Fund Solutions and the broader organization * Some coding experience preferred (R, Python, SQL) * Self-starter with the ability to work independently * Driven, highly motivated and results-focused * Strong organizational skills with the ability to manage time efficiently and effectively * Detail oriented and have the ability to work efficiently within tight time constraints * Enthusiasm for financial markets, macroeconomics, alternatives investing, FinTech Application Process and Deadline In order to be considered, candidates must apply with their resume through the Morgan Stanley website and complete their HireVue digital questionnaire. Resumes will be reviewed on a rolling basis until the role is filled or the application deadline, whichever comes first. Applications must be submitted by Friday, February 28, 2025 at 11:55 PM EST and HireVues completed by Sunday, March 2, 2025 at 11:55 PM EST in order to be considered. Expected base pay rates for the role will be $52.89 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Job Level Summer Analyst Program Summer Analyst
    $52.9 hourly Auto-Apply 3d ago
  • Associate, Client Reporting/Performance I

    The Bank of New York Mellon 4.4company rating

    The Bank of New York Mellon job in Pittsburgh, PA

    Associate Client Reporting/Performnce At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Client Reporting, Performance - IC1 to join our team. This role is based in Pittsburgh PA. In this role, you'll make an impact in the following ways: * Assist in monitoring and collecting data on the performance of client portfolios * Field questions about reporting systems and reports used and generated by clients * Conduct research on industry trends to understand key issues affecting client portfolios * Collect and analyze data from client portfolios to monitor performance and provide clients with information for risk management, portfolio allocation, and peer comparison * Develop technical expertise regarding product offerings to act as a resource to clients * Support the maintenance of the online platform used by clients to generate portfolio and performance reports * Provide senior professionals with data gathered from client trades and client concerns to improve client experience To be successful in this role, we're seeking the following: * Bachelor's degree or equivalent combination of education and experience * 0-3 years of total work experience preferred * Experience in trading or brokerage preferred * Strong analytical and research skills * No direct people leadership required At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $54k-77k yearly est. 16d ago
  • Associate, OPS Data Transfer, Integration & Quality II

    BNY Mellon 4.4company rating

    BNY Mellon job in Pittsburgh, PA

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate, OPS Data Transfer, Integration & Quality II to join our Global Payments and Treasury Services Operations team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Under significant direction, analyzes, reconciles, troubleshoots and reviews incoming and outgoing data to ensure accurate performance/output generated by organization technology products and solutions. May contribute to data quality testing and begin to work with outside vendors. Analyzes and monitors data/reports to ensure quality of and accurate transfer, integration, translation, and reporting of data, reacting promptly to data quality statistics and client inquiries. Based on SOPs and/or documented process, executes low risk data fixes, resulting in improved performance or accuracy. Executes test plans and ensures the quality and accurate delivery/transfer of test and production files. Builds domain and product knowledge through assisting colleagues and frequent interaction with technology developers, product teams, relationship/account managers, etc. No direct reports. Contributes to the achievement of team objectives. To be successful in this role, we're seeking the following: Bachelors degree or the equivalent combination of education and experience is required Advanced/graduate degree preferred 0-3 years of total work experience preferred Experience in securities or financial services preferred Demonstrated ability to prepare transmission files and coordinate with cross-functional groups Attention to detail Ability to self-manage, prioritize, and execute workload Prior experience with onboarding lockbox clients highly preferred Familiarity with technical applications to include, but not limited to, Microsoft Office applications At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $97k-142k yearly est. Auto-Apply 20d ago
  • Chase Auto Commercial Banker - Virginia

    Jpmorgan Chase 4.8company rating

    Remote or Ashburn, VA job

    Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing. As a Banker III in Chase Auto/Dealer Commercial Services (DCS) , you will be managing an existing loan and deposit portfolio of automotive dealerships. You will build and maintain relationships with dealership key decision makers, dealer groups, manufacturer partners, and existing clients. **Job responsibilities** + Execute the strategies and the business priorities of the Region to grow the business and support current initiatives. + Prospect and grow commercial product offerings, with emphasis on deposit growth, and leverage the existing DCS relationships to grow retail business. + Support Private Label and original equipment manufacturer (OEM) floor plan rooftop goals. + Manage the profitability and performance of assigned portfolio. + Partner effectively with Merchant Services, Investment Bank, Credit Card, Private Bank and Consumer Bank to deliver firmwide value to our clients. + Analyze and document the effectiveness of sales performance and results as related to KPMs. + Serve as a subject matter expert for the regional sales team; provide mentoring, leadership, and training as needed. + Adhere to the firm's Code of Conduct and controls/compliance. **Required qualifications, capabilities and skills** + Bachelor's degree + 10+ years of experience in commercial banking or business banking. + Strong knowledge and understanding of Deposits and Treasury products and solutions. + Experience in asset-based lending, floorplan financing, commercial real estate, and acquisition financing. + Minimum ten years proven relationship building and influencing skills, with the ability to establish credibility and strong client relationships, as well as partnerships with senior business and control partners. + Knowledge of accounting principles and financial statement analysis + Strategic thinker who supports the goals and direction of the firm + Ability to partner across lines of businesses and leverage internal resources. + Strong knowledge of regulatory and control framework **Preferred qualifications, capabilities and skills** + MBA + Knowledge of consumer lending + Formal credit training + Automotive industry **THIS IS A WORK FROM HOME POSITION BUT WILL BE COVERING THE VIRGINIA MARKET. TRAVEL WILL BE 50-60%.** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $54k-85k yearly est. 60d+ ago
  • Client Service Account Manager MidCorp - Healthcare Payments - Vice President

    Jpmorganchase 4.8company rating

    Philadelphia, PA job

    InstaMed is seeking dynamic, self-motivated, and results-driven professionals who thrive in a collaborative and growth-oriented environment. As a Relationship Manager, you will play a pivotal role in managing and expanding relationships with our valued healthcare provider accounts. This position offers the opportunity to directly influence revenue retention and drive business growth. As a Client Service Account Manager in Healthcare Payments, you are an integral part of a team dedicated to managing and growing key healthcare provider relationships. You partner closely with internal teams to support revenue retention and growth opportunities. You are responsible for understanding client needs, proactively driving account success, and communicating valuable feedback to help shape InstaMed's products and services. Job responsibilities Manage midmarket clients with $100M to $2B in revenue, ensuring the health and satisfaction of customer relationships. Serve as the main contact for clients, facilitating strategic and operational business activities. Develop strong relationships with client leads and executives/C-suite. Support revenue growth through business reviews, strategic account plans, and solution demonstrations. Prepare and process customer orders and contracts to expand services or deliver new hardware. Ensure successful utilization of InstaMed solutions and drive adoption across the territory. Partner with JP Morgan bankers to manage customer relationships and identify joint sales opportunities. Conduct outreach to communicate changes or new offerings that impact customer relationships. Identify potential risks to customer retention and serve as the escalation point for issue resolution. Maintain accurate customer account information, opportunity pipeline data, and documentation of activities. Demonstrate a thorough understanding of InstaMed solutions and be willing to travel up to 20% of the time Required qualifications, capabilities, and skills 5 + years of proven success in a revenue-generating role 5 + years of experience within healthcare, health-tech, and merchant services Excellent people skills and ability to build relationships with customers. Sound judgment in setting customer expectations and managing sensitive customer situations. Excellent organizational skills in daily task management and follow-ups. Preferred qualifications, capabilities, and skills Healthcare Revenue Cycle, Financial Services, Banking & Treasury Experience. Bachelor's degree or higher
    $74k-101k yearly est. Auto-Apply 16d ago
  • Teller Bilingual Mountainville

    Wells Fargo 4.6company rating

    Allentown, PA job

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: * Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers * Complete operational activities while minimizing risks under established policies * Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization * Receive direction from managers and exercises judgment within defined policies and procedures * Escalate questions and issues to more experienced roles * Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions * Identify information and services to meet customers financial needs Required Qualifications: * 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * Bilingual speaking and listening proficiency in Spanish/English Desired Qualifications: * Customer service focus with experience handling complex transactions across multiple systems * Ability to educate and connect customers to technology and share the value of mobile banking options * Ability to interact with integrity and professionalism with customers and team members * Experience working with others on a team to meet customer needs * Cash handling experience * Ability to follow policies, procedures, and regulations * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Well-organized, independent and able to prioritize in a fast-paced environment * Ability to exercise judgment, raise questions to management, and adhere to policy guidelines * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: * Ability to work a schedule that may include most Saturdays * This position is not eligible for Visa sponsorship * Must take and pass required language assessment Posting Location(s): * 1901 S. 4th St. - Allentown, PA 18103-4905 @RWF22 Posting End Date: 23 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $31k-35k yearly est. 2d ago
  • Lead Commercial Valuations Specialist

    Wells Fargo Bank 4.6company rating

    Remote or Charlotte, NC job

    About this role: Wells Fargo is seeking a Lead Commercial Valuations Specialist to join their team. The role involves reviewing valuation assignments of complex commercial properties throughout the U.S. to ensure accuracy and compliance with industry standards and regulatory requirements. Responsibilities include preparing complex valuation reports, collaborating with peers and managers, working independently, and managing business relationships. The ideal candidate should excel at working independently, meeting production goals, and maintaining high-quality standards. In this role, you will: Review complex valuation reports to ensure appropriate content and compliance with federal, regulatory, and bank policy. These tasks may include quality oversight, technical desk reviews, and/or post funding review. Interact, collaborate, and consult with service providers, commercial valuations peers, colleagues, and middle to senior level managers to resolve issues, achieve goals, and to clarify quality concerns or non-compliance identified during the review process. Work independently with minimal amount of supervision and lead commercial valuations projects or serve as a peer mentor. Meet production goals as well as service and high quality standards. Perform management function including the management of business relationships involving internal partners and outside professionals within the context of specific assignments. Integrate use of various appraisal related technologies throughout the appraisal review process. Required Qualifications: 5+ years of Commercial Valuations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications:· Property-type expertise in the following; Lodging/Hospitality, Large Retail, Senior Housing, Golf Courses, and Low Income Housing Tax Credits. Experience both as a fee appraiser and financial institution (or similar) reviewer Excellent, clear and concise written and oral communication skills Advanced technical skills with appraisal related tools including Argus Enterprise, Microsoft Office, and Collateral 360 preferred Outstanding organization, analytical and problem-solving skills with high attention to detail and accuracy Ability to take initiative, meet deadlines and work independently with minimal supervision in a structured environment Interact with integrity and a high level of professionalism with all levels of team members and management Professional Valuation designation Job Expectations: Applicant must have an active State Appraisal Certificate Access to reliable transportation and a valid, state issued driver's license Ability to work remote including reliable internet service 100% remote Location can be across the United States This position is not eligible for Visa sponsorship Ability to travel up to 10% of the time Posting End Date: 21 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $36k-54k yearly est. 4d ago
  • Senior Associate, Middle Office

    The Bank of New York Mellon 4.4company rating

    The Bank of New York Mellon job in Pittsburgh, PA

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Associate to join our Middle Office team. This role is located in Pittsburgh, PA (4 days in office expectation). In this role, you'll make an impact in the following ways: * Oversee quality control of processing, work allocation, and workflow of a Middle Office team and outsourced functions in accordance with SLD. * Review and approve work conducted by more junior levels in accordance with function policies and procedures. * Perform analysis and research on the most complex transactions and identify solutions to complex inquiries. * Serve as subject matter expert, conducting research to gather information on the most complex, multi-faceted transactions and provide answers to complex inquiries escalated by lower levels. * Facilitate maintenance of trade static data, trade enrichment, trade exception handling, and market claims. * Manage the most complex reconciliations analysis (cash, asset, trade matching, and market value), break assignment, resolution of reconciliation breaks, and trade fails. * Participate in monthly end-client statement workflow, ad hoc reporting, and incident management. * Identify, resolve, and escalate any issues affecting the accuracy of the Investment Book of Record (IBOR) within the team. * Provide guidance to less experienced team members and act as a subject matter expert within incident management. * Collaborate with multiple internal and external stakeholders to resolve reconciliations of accounts for complex or atypical transactions. * Regularly interact with clients to answer questions and resolve multifaceted inquiries for complex transactions. * Contribute to the achievement of team objectives. To be successful in this role, we're seeking the following: * Bachelor's degree in finance or the equivalent combination of education and experience. * 5-7 years of total relevant work experience preferred. * Strong analytical and problem-solving skills with the ability to handle complex transactions. * Experience in trade static data maintenance, reconciliation processes, and incident management. * Ability to provide guidance and support to less experienced team members. * Excellent communication skills for client interaction and collaboration with stakeholders. * No direct people leadership responsibilities. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $92k-143k yearly est. 15d ago
  • Service Management Product Specialist

    The Bank of New York Mellon 4.4company rating

    The Bank of New York Mellon job in Pittsburgh, PA

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Service Management Product Specialist to join our Technology Services Group (TSG) via our Service Management team. This role is in Lake Mary, FL and Pittsburgh, PA (4 days a week). In this role, you'll make an impact in the following ways: * Provide experienced knowledge with ServiceNow capabilities in the Incident, Problem, and Change modules. * Drive Product Management for the Incident, Problem, and Change controls within ServiceNow. * Present complex data reports and control information to Senior Management. * Enforce existing KPIs to track effectiveness across modules. * Implement and enforce governance policies, procedures, and standards for Incident, Problem, and Technical Change Management. * Maintain audit-ready documentation of Incident, Problem, and Change activities. * Ensure compliance with ITIL Change Management best practices. * Monitor and report on Incident, Problem, and Change metrics. * Provide reporting, guidance, and training to teams on governance of Incident, Problem, and Change. * Collaborate with teams to ensure adherence to industry standards (ISO 27001, SCO, etc.). * Continuously improve processes for efficiency and effectiveness. Required Skills * 5+ years of experience acting as a business analyst working with enterprise application(s) supporting a large user base (10K+) * 3+ years of technical knowledge of the ServiceNow Platform with a strong focus on ITSM (incident, problem, change, request), CMDB/CSDM data models and understanding of ITIL processes (ITIL v3 or v4 knowledge) * Ability to articulate product strategy, roadmaps, and vision to senior leadership to reach consensus * Excellent communication skills and the ability to develop clear written materials including roadmaps, detailed business requirements, and test cases To be successful in this role, we're seeking the following: * Bachelor's degree in computer science or a related discipline or equivalent work experience required10 - 12 years of application or infrastructure related experience required; experience in the securities or financial services industry is a plus * Strong knowledge of ITIL frameworks, change management processes, incident/problem processes, and governance best practices. * 8+ years of experience with the ITIL module within ServiceNow. * Experience working with internal and external audit teams. * Strong analytical and problem-solving skills. * Excellent communication skills. * Experience in regulated industries such as finance, healthcare, or government. * ITIL Certification. * Helpful to be either a ServiceNow Certified System Administrator or ServiceNow Certified Application Developer At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $79k-117k yearly est. 44d ago
  • Estate Settlement Officer

    The Bank of New York Mellon 4.4company rating

    The Bank of New York Mellon job in Pittsburgh, PA

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Estate Settlement Officer to join our Wealth Management team. This role could be located in Philadelphia, PA, Pittsburgh, PA, or Greenville, DE. In this role, you'll make an impact in the following ways: * Administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY as trustee. * Coordinates the strategic plan for managing and growing existing client relationships, with a focus on risk management. * Must understand how to interpret governing trust documents particular to each relationship, and work with internal partners and external advisors. * Will meet with clients, co-trustees and beneficiaries to ensure BNY is adhering to the highest fiduciary standards as trust advisor to multi-generational families. * Will be expected to assess, identify and escalate/address risk-related issues. * Orchestrate the varied administrative tasks through the support of the Wealth Management team. * May assist a more senior Fiduciary Specialist on complex accounts to gain breadth/depth of knowledge. * In some instances, this role may be focused on Estate settlements. * Specific knowledge as to the settlement of estates and probates will be required. * Administer charitable accounts in which specific knowledge will be required pertaining to the policies and procedures of those accounts. * Full knowledge of policies and procedures are essential to the Specialist role. * Independently evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable. * Serves in a consultative role to prospects, advising UHNW and HNW parties on the best way to achieve their short- and long- term strategic objectives through the firm's solutions. * Pursues clients and centers of influence with complex strategic needs and responsible for generating new revenue by way of increased flows and future fees. * Frequent and regular/scheduled interaction with clients, including in-person client meetings. * Serves as clients' primary point of contact and are responsible for ensuring that all of WM's resources are provided to clients in the Active Wealth framework. * Subject matter expert on all fiduciary topics which impacts clients and have in-depth knowledge of WM's fiduciary practices, policies and procedures. * Client-focused work includes administration and planning projects as requested by the client, peer Fiduciary Specialists or Active Wealth strategic opportunities. * Client activity may include the general administration of the processing of discretionary and non-discretionary request approvals, general account maintenance approvals, with regard to proxy and statement reporting, and other proprietary system maintenance associated with client records. * Demonstrates a business development orientation and mindset and has annual self-sourced asset goals and are expected to leverage existing client and COI relationships by consistently and systematically asking for referrals from clients and COIs, in order to generate self-sourced asset inflows, both IM and banking, and future fee appointments. * Work with teams on opportunities sourced by other functional team members. * Responsible for achievement and support of organic growth of assets and revenue goals assigned to team and practice. To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination of education and experience is required. * Advanced/graduate degree preferred or equivalent work experience. * 6+ years of experience in fiduciary administration, including fiduciary taxation, and have managed large client relationships. * The qualified candidate must be self-motivated and possess very strong interpersonal communication and presentation skills, as well as excellent written and verbal communication skills as this position deals directly with key clients, prospects as well as legal, tax and insurance advisors. * CTFA, CFP strongly preferred. Complimentary professional designations a plus. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $56k-87k yearly est. 22d ago
  • U.S. Private Bank - Private Banker - Associate

    Jpmorgan Chase & Co 4.8company rating

    Philadelphia, PA job

    JobID: 210700278 JobSchedule: Full time JobShift: Day : We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities * Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience * Generate business results and acquire new assets, both from existing client base and new client acquisition * Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal specialists to provide interdisciplinary expertise to clients when needed * Connect your clients across all lines of business of J.P. Morgan Chase & Co. * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Required Qualifications, Capabilities, Skills * Three plus years of work experience in Private Banking or Financial Services * Bachelor's Degree required; MBA, JD, CFA, or CFP preferred * Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date * Proven sales success and strong business acumen * Strong community presence with an established network * Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, Skills * Proactive, takes initiative, and uses critical thinking to solve problems * Dynamic and credible professional who communicates with clarity and has exceptional presentation skills * Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business * Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
    $22k-54k yearly est. Auto-Apply 13d ago
  • Merrill Market Client Relationship Manager

    Bank of America 4.7company rating

    Pittsburgh, PA job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit Oversees the client service experience and reviews the approval of new client accounts Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Managing the branch's Wealth Management Client Associates and Service Support Staff Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge Coaching teams to deliver a modern, digital first service model focusing on client satisfaction Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40
    $57k-99k yearly est. Auto-Apply 16d ago
  • Associate, Client Reporting/Performance I

    The Bank of New York Mellon 4.4company rating

    The Bank of New York Mellon job in Pittsburgh, PA

    Associate Client Reporting/Performnce At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Client Reporting, Performance - IC1 to join our team. This role is based in Pittsburgh PA. In this role, you'll make an impact in the following ways: * Assist in monitoring and collecting data on the performance of client portfolios * Field questions about reporting systems and reports used and generated by clients * Conduct research on industry trends to understand key issues affecting client portfolios * Collect and analyze data from client portfolios to monitor performance and provide clients with information for risk management, portfolio allocation, and peer comparison * Develop technical expertise regarding product offerings to act as a resource to clients * Support the maintenance of the online platform used by clients to generate portfolio and performance reports * Provide senior professionals with data gathered from client trades and client concerns to improve client experience To be successful in this role, we're seeking the following: * Bachelor's degree or equivalent combination of education and experience * 0-3 years of total work experience preferred * Experience in trading or brokerage preferred * Strong analytical and research skills * No direct people leadership required At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Same Posting Description for Internal and External Candidates
    $54k-77k yearly est. 16d ago
  • 2027 Commercial & Specialized Industries Summer Analyst Program

    Jpmorgan Chase & Co 4.8company rating

    Philadelphia, PA job

    JobID: 210693574 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46 Join JPMorganChase's Commercial & Specialized Industries (C&SI) group, serving diverse entities with revenues from $20 million to $2 billion. This role offers direct client work in banking, treasury, and credit, alongside strategic projects to enhance your skills. Benefit from comprehensive training, mentorship, and engagement with senior leaders to kickstart your financial services career, with options for a diversified experience or a focused track in Capital & Advisory Solutions in major cities like Chicago, Houston, and New York. Analysts will gain expertise in financial modeling, credit analysis, and client interactions within a collaborative team environment. How we're organized: As a Summer Analyst within the Commercial & Specialized Industries team, you will hone your skills in financial modeling, credit analysis, and client engagement in a collaborative environment. You have the option to choose between two program tracks: * A diversified experience across various teams and functions, where you will work with regional groups and industry segments such as Agribusiness, Life Sciences, and Technology. * A focused program in Capital & Advisory Solutions, offering exposure to Asset Based Lending, Mid-Cap Financial Sponsors Group, and Syndicated Finance teams, where you will engage in complex financing and analytics. You will prepare client-facing materials, including pitchbooks and marketing decks, and participate in the origination, structuring, and marketing of loan syndication. Syndicated Finance Group Locations: Chicago, Houston Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation. Asset Based Lending Locations: New York, Chicago, Los Angeles, Irvine, Atlanta, Dallas As an Analyst in the ABL group, you will learn credit analysis fundamentals and work with experienced teams on structuring and managing financing solutions, gaining exposure to industry-leading credit, origination, and syndication teams that cover a broad spectrum of industries, contribute to the Commercial Bank's loan portfolio with approximately $44 billion of credit exposure and over 1,000 clients, receive training in lending based on both collateral value and cash flows, and ultimately develop into a specialist with broad credit skills and industry experience. Financial Sponsors Group Locations: New York, Chicago, Los Angeles FSG Analysts develop deal-related and client-facing materials-including pitchbooks and marketing decks-conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions. In all tracks, Summer Analysts supporting our regional groups will work with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job Responsibilities: Our Summer Analyst Program will provide you with an introduction to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the internship program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program. You'll make an impact by: * Working on financial models to support financing transactions * Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learning how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Developing an understanding of the full breadth of J.P. Morgan products and service offerings * Conducting client and prospect research to support business development efforts Locations we hire for C&SI - Diversified Track: * Atlanta * Austin * Birmingham (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * Phoenix * San Francisco * Seattle * Washington D.C. Locations we hire for C&SI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City Who We Are Seeking: We are looking for individuals who have an interest in corporate banking and enjoy working with people, building relationships, and providing best-in-class customer experience. Required qualifications, capabilities and skills: * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date between December 2027 and June 2028 * Candidates must be authorized to work permanently in the U.S. Preferred Qualifications: * Coursework in business, finance, or accounting a plus * Minimum cumulative GPA of 3.2 on a 4.0 scale is preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. Our Mission: At JPMorganChase, we're creating positive change for the diverse clients, customers, and communities we serve. We do this by championing your innovative ideas through a supportive and inclusive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you. About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. * Your city preference should align with your current internship location. About Us: JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorganChase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. Equal Opportunity Employer/Disability/Veterans About the Team: Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations. Commercial & Specialized Industries (C&SI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $2 billion. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.
    $59k-82k yearly est. Auto-Apply 17d ago
  • Senior Vice President, Full-Stack Engineer

    The Bank of New York Mellon 4.4company rating

    The Bank of New York Mellon job in Pittsburgh, PA or remote

    Senior Vice President, Lead Engineer Data Integration and Operational Systems - (Informatica / DB2, SQL / .Net) At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Vice President, Lead Engineer Data Integration and Operational Systems - (Informatica / DB2, SQL / .Net). This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: * Provide technical expertise and leadership in the implementation and support of data integration, transformation, and distribution of all data sets in to and out of the department's investment analytics core platforms. * Participate as the lead technologist of the investment data integration team to design, develop, configure, and install data integration ETL workflows and associated components per business requirements. * Manage /provide guidance on tasks for a mixture of applications on a variety of technical platforms; Windows, .net, Informatica, Java, Linux, Mainframe. * Define roadmap to modernize the current data integration platform inclusive of - migration to Informatica Cloud, and define alignment to strategic platforms including Data Warehousing, Pentaho, Snowflake, Oracle, and Pyspark * Work with various groups throughout the organization to accomplish technical milestones in an ever-evolving support environment. * Own the end-to-end development lifecycle and provide occasional off-hours support as needed * Manage platform architecture projects to upgrade, replace and 'ever-green' existing technical platforms to ensure stability and long-term viability. * Contribute to architectural design and implementation, both as part of the team and as an independent contributor. * Provide technical leadership to an Agile team who are a mixture of technical developers and system analysts To be successful in this role, we're seeking the following: * Successful candidate will have a proven track record as a self-starter, will be equally at home working as a contributor as well as providing technical leadership to a team. * Candidate will have strong analytical skills and delivers quality results on complex implementations, including the informatica platform, with a minimum of post implementation issues. * Candidate will also contribute to architectural design and implementation, both as part of the team and as an independent contributor. * Candidate will have a proven record of introducing new and innovative solutions to issues such as web service integration, data warehousing and cloud integration and processing efficiencies. * Bachelor's degree in computer science or a related discipline, or equivalent work experience required, advanced degree preferred * 10-14 years of experience in software development required; experience in the securities or financial services industry is a plus. * Manage platform architecture projects to upgrade, replace and 'ever-green' existing technical platforms to ensure stability and long-term viability. * Expertise in implementing large-scale data integration solutions leveraging Informatica Power Center across a fully diverse set of data master repositories, sources and targets. * Expertise in Informatica Power Center - Version 10.x preferred. * Experience in cloud based database strictures, Mongo, Snowflake, Azure, etc. * Application development proficiency in Informatica, DB2, SQL Server, and Oracle. * Experience in .Net cloud based database strictures, Mongo, Snowflake, Azure, etc. * Application development experience with Informatica, Java, .Net, and/or Python At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $143k-203k yearly est. 44d ago
  • Director, Program and Project Management Manager

    BNY Mellon 4.4company rating

    BNY Mellon job in Berwyn, PA

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Director, Program and Project Management Manager join our Archer team. This role is located in Berwyn, PA and Pittsburgh, PA. In this role, you'll make an impact in the following ways: Collaborate with onboarding and client service teams to understand client challenges and identify opportunities for enhanced solutions. Lead the requirements-gathering process, working closely with clients and internal teams to create detailed and actionable solution designs. Develop, manage, and maintain high-quality documentation, such as actionable and testable Statements of Work (SOWs), client-facing standard solution guides, and internal customization directories. Act as the primary liaison between client-facing teams and software engineering, ensuring clarity and alignment throughout the solution delivery process. Proactively identify inefficiencies in current processes and lead initiatives to improve workflows, tools, and methodologies. Investigate and resolve unexpected behaviors in client-specific solutions, collaborating with software engineers to ensure timely resolutions. Analyze large, complex datasets to troubleshoot issues, answer client inquiries, and identify opportunities for innovation. Mentor and guide junior analysts, fostering skill development and knowledge sharing across the team. Partner with project management to accurately estimate tasks, scope solutions, and set realistic delivery timelines. Stay informed of industry trends and advancements to drive innovative solutions that align with client needs and market demands. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required 15+ years of experience in business systems analysis, including requirement elicitation, data analysis, and solution design. Expertise in modern software tools and platforms used in investment management. Strong client relationship management skills and a consultative approach to problem-solving. Proven leadership experience, including mentoring, process improvement, and team collaboration. Strong understanding of SQL and experience with business intelligence tools for querying and analyzing data. Comprehensive knowledge of the investment management industry, including familiarity with market trends, challenges, and opportunities. Exceptional communication and organizational skills, with a clear, concise writing and speaking style. Demonstrated ability to lead by example, driving a culture of excellence, accountability, and continuous improvement. Preferred Qualifications: Understanding of software development lifecycles, methodologies (e.g., Agile, Waterfall), and best practices. Experience directly managing or supervising teams within a technical or analytical capacity. A track record of implementing and managing process improvements to enhance team efficiency and client satisfaction. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $129k-213k yearly est. Auto-Apply 15d ago
  • Chase Auto Commercial Banker - Virginia

    Jpmorgan Chase & Co 4.8company rating

    Remote or Ivy, VA job

    JobID: 210684481 JobSchedule: Full time JobShift: : Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing. As a Banker III in Chase Auto/Dealer Commercial Services (DCS) , you will be managing an existing loan and deposit portfolio of automotive dealerships. You will build and maintain relationships with dealership key decision makers, dealer groups, manufacturer partners, and existing clients. Job responsibilities * Execute the strategies and the business priorities of the Region to grow the business and support current initiatives. * Prospect and grow commercial product offerings, with emphasis on deposit growth, and leverage the existing DCS relationships to grow retail business. * Support Private Label and original equipment manufacturer (OEM) floor plan rooftop goals. * Manage the profitability and performance of assigned portfolio. * Partner effectively with Merchant Services, Investment Bank, Credit Card, Private Bank and Consumer Bank to deliver firmwide value to our clients. * Analyze and document the effectiveness of sales performance and results as related to KPMs. * Serve as a subject matter expert for the regional sales team; provide mentoring, leadership, and training as needed. * Adhere to the firm's Code of Conduct and controls/compliance. Required qualifications, capabilities and skills * Bachelor's degree * 10+ years of experience in commercial banking or business banking. * Strong knowledge and understanding of Deposits and Treasury products and solutions. * Experience in asset-based lending, floorplan financing, commercial real estate, and acquisition financing. * Minimum ten years proven relationship building and influencing skills, with the ability to establish credibility and strong client relationships, as well as partnerships with senior business and control partners. * Knowledge of accounting principles and financial statement analysis * Strategic thinker who supports the goals and direction of the firm * Ability to partner across lines of businesses and leverage internal resources. * Strong knowledge of regulatory and control framework Preferred qualifications, capabilities and skills * MBA * Knowledge of consumer lending * Formal credit training * Automotive industry THIS IS A WORK FROM HOME POSITION BUT WILL BE COVERING THE VIRGINIA MARKET. TRAVEL WILL BE 50-60%.
    $52k-82k yearly est. Auto-Apply 60d+ ago
  • U.S. Private Bank - Private Banker - Associate

    Jpmorganchase 4.8company rating

    Philadelphia, PA job

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Banker Associate, you are responsible for providing support to a Senior Banker in all facets of managing their books of business. You will play a key role assisting a Senior Banker in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Your primary goal is to enhance client experience and assist our resources with delivering a complete wealth management solution to clients. Job Responsibilities Provide leverage to the Senior Banker on daily client priorities Support the Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information, communicating with clients and executing on client needs Support the Senior Banker on client hierarchy and pipeline management Assist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities Required Qualifications, Capabilities, Skills Bachelor's Degree required; MBA, JD, CFA, or CFP preferred Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Sales/origination experience Coachable professional with good business acumen Preferred Qualifications, Capabilities, Skills Excellent communication skills Strong analytical and quantitative skills Ability to multi-task and manage priorities effectively Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate)
    $22k-54k yearly est. Auto-Apply 13d ago

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BNY Mellon may also be known as or be related to BANK OF NEW YORK MELLON CORP, BNY Mellon, Bank of New York Mellon Corp, THE BANK OF NEW YORK MELLON CORPORATION, The Bank of New York Mellon, The Bank of New York Mellon Corporation and The Bank of New York Mellon SA.