Director jobs at BNY Mellon

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Director, Relationship Management to join our Issuer Services Corporate Trust team. This role is located in New York City, NY or Pittsburgh, PA. In this role, you will make an impact in the following ways: * Independently develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention, while identifying opportunities to evolve client business * Has developed significant expertise on industry trends, competitor services/offerings and client's business environment * Consult with significantly large sized clients on their strategic vision and how the firm can help them achieve that vision, and is the primary client advocate and ultimate escalation point for client satisfaction * Promotes firm services/product offerings that solve client challenges and achieve account growth, and evaluate and structure deal (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm * Develop, track, and report on relationship strategy/results for assigned client portfolio * Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams * Recommend areas for firm through leadership efforts based on client feedback, and may deliver leadership feedback both internally and externally to clients * Responsible for achievement of organic and incremental growth (revenue, asset) goals within assigned client portfolios To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination, while an advanced degree is highly preferred * 10-15 years of relevant work experience in CLOs, Credit and Private Credit; experience selling across the Asset Management segment At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $125,000 and $240,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

Responsibilities: Ensure top-notch briefing materials and reports by working with stakeholders and pulling together research into clear, actionable insights. Explore how we might use new technology and systems to drive better quality and efficiency (e.g., AI enhanced systems). Develop a structured systems approach to keep the Office and key stakeholders coordinated and aligned. Shape a comprehensive work system map to drive coordination and advanced planning. Ensure CEO preparedness for key meetings: Proactively coordinate with communications, PR, distribution teams, and executive admins to lead advance preparation sessions, maintain a forward-looking view of the CEO's calendar, and ensure all Senior Executive meetings are strategically planned for maximum impact. Drive strategic projects: Take ambiguous challenges, add structure and analysis, synthesize recommendations, and present them clearly. Create compelling presentations: Design high-level decks for internal and external speaking engagements, turning data into user-friendly insights that drive outcomes working closely with the Executive Communications team. Analyze on demand: Complete ad-hoc data analysis as needed to support decision-making. Qualifications: Minimum of seven years general experience. Four years of strategic project management experience preferred. Experience interacting with and acting as a trusted advisor to senior leadership. Experience influencing senior-level executives on critical business decisions. Graduate degree (e.g., MBA, JD, PhD) preferred. Undergraduate degree or equivalent level of training and experience required. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Join a role that's central to our technological resilience, offering a unique opportunity to shape the firm's tech risk strategy and enhance industry compliance. As a Tech Risk & Controls Director in Global Standards and Control Lifecycle Management, you will play a pivotal role in shaping and implementing the firm's technology risk management strategy. Leveraging your advanced knowledge and expertise in technology-risk disciplines, you will identify, oversee, and mitigate compliance and operational risks in line with the firm's standards. You will collaborate with various stakeholders, including Product Owners, Business Control Managers, and regulators, to develop and maintain a comprehensive view of the technology risk posture and its impact on the business. Your ability to make calculated decisions, manage large teams, and drive strategic projects will be crucial in ensuring the firm's adherence to regulatory obligations and industry best practices. Your work will contribute to the long-term success and resilience of the organization in an ever-evolving technology landscape. Job responsibilities Develop and implement technology risk management strategies, policies, and processes to identify, assess, and mitigate risks, and drive strategic projects and initiatives to enhance the firm's technology risk management capabilities, in line with industry best practices and the firm's standards and regulatory requirements Identify and escalate emerging and upstream technology risk through execution of the Firm's management framework tools, including risk event management, reporting, and action plan tracking, and provide expert counsel to stakeholders and constituents regarding their security obligations, facilitating acceptable outcomes Establish and maintain strong relationships with internal and external stakeholders, including key cross-functional team leads, regulators, and auditors, to ensure compliance with legal, regulatory, and industry standards Manage reporting and governance of overall controls, policies, issue management, and measurements, etc., providing insight to senior leaders into effectiveness of controls and inform governance work Required qualifications, capabilities, and skills Formal training or certification in security concepts, with 7+ years of experience or equivalent expertise in technology risk management, information security, or a related field, with a focus on managing risk identification, assessment, and mitigation. Demonstrated expertise in risk management frameworks, industry standards, and regulatory requirements relevant to the financial industry. Proven ability to lead large teams, manage cross-functional projects, influence executive-level strategic decision-making, and effectively translate technology insights to business strategy in communications with senior executives. Advanced knowledge and experience leading data security, risk assessment & reporting, and control evaluation, design, and governance, with a track record of implementing effective risk mitigation strategies. Preferred qualifications, capabilities, and skills Strong understanding of financial services Experience working on complex cyber security initiatives Strong executive reporting and presentation skills. #CTC

Join J.P. Morgan, a global leader in custody services, and help shape the future of the industry through strategic advocacy, innovation, and engagement with key market participants and regulators. As Vice President in Custody Industry Development, you will be at the forefront of industry change, working with internal teams and external partners to analyze, strategize, and execute on the development agenda. You'll engage with policy makers, regulators, FMIs, and industry associations to position J.P. Morgan as a thought leader, while supporting product innovation and regulatory strategy. This New York-based role offers the opportunity to influence the future of custody services and drive impactful change across the post-trade landscape. Job responsibilities Foster relationships with key industry associations (AGC, SIFMA, BPI, ABA, ISITC) Track and engage in U.S. regulatory developments impacting post-trade, including DTCC Modernization, extended trading hours, UST clearing, and emerging technologies Lead advocacy and influence on regulatory topics, including coordinating responses to consultations and engaging policymakers Support analysis, strategy recommendations, and engagement for key FMIs and industry utilities (DTCC, Federal Reserve, SWIFT) Analyze opportunities from evolving regulations to support new product and partnership development Prepare and update briefing papers with recommendations for senior management Coordinate with product industry development leads and SMEs to define project requirements Work with product owners to ensure resources are applied to key projects Create key metrics and reporting packages to track progress, risks, and challenges of industry initiatives Provide thought leadership and client engagement through discussions and publications on regulatory developments Required qualifications, capabilities, and skills Self-starter with ability to work autonomously and creatively Strong understanding of custody/securities services, ideally from operations, product management, or client service Excellent organizational skills and ability to drive stakeholders toward objectives Experience in product management and regulatory environments, or strong grasp of core concepts Ability to quickly understand and articulate post-trade business concepts Commercially focused, with experience analyzing data and building business cases Knowledge and interest in digital innovation (Digital assets, AI) and its impact on custody services Strong business analysis, collaboration, and communication skills Proficiency in Microsoft Office tools for communication and presentation Ability to use Machine Learning tools Preferred qualifications, capabilities, and skills Experience in product management within custody or securities services Demonstrated ability to create actionable strategies and drive innovation Proven track record in maximizing business goals and ROI Experience engaging with regulators, FMIs, and industry associations

The Director will serve as the strategic owner and program lead for Vanguard's debit card initiative within the Cash & Savings portfolio. This role will drive the end-to-end strategy, vendor management, operational readiness, and cross-functional alignment required to launch and scale a differentiated debit card experience. The ideal candidate will bring deep and proven expertise in payments, product strategy, and client experience, and will be responsible for translating strategic vision into actionable plans that deliver measurable outcomes. Key Responsibilities Strategic Ownership Define and evolve the strategic roadmap for debit card capabilities, including spend enablement, client experience, and competitive positioning. Lead cross-functional planning and execution across Personal Investor, Advice / Wealth Management, Finance, Risk, Legal, Technology, and Distribution. Serve as the primary liaison to external vendors and internal partners for RFPs, onboarding, integration and ongoing vendor management. Conduct market analysis to inform strategic decisions. Program Leadership Manage the full lifecycle of the debit card initiative-from concept to launch and ongoing optimization and performance management. Coordinate governance routines, executive reporting, and stakeholder engagement. Provide guidance and mentorship to teams involved in delivery and optimization. Data-Driven Decision Making Develop and maintain KPIs to measure success across adoption, usage, client satisfaction, and operational efficiency. Leverage data and insights to continuously improve product performance and client outcomes. Operational Readiness Partner with Enablement, Risk, Money Movement, Customer Service and Fraud teams to ensure scalable, secure, and compliant delivery. Oversee crew training, client communications, and support model development. Identify and assist as needed with resolving operational dependencies, including backend processing, and fraud controls. Strategic Integration Align debit card strategy with broader Cash & Savings initiatives including Money Movement Enablement, Product Health Scorecard, and Segment Strategy. Ensure seamless integration with advice / wealth management and personal investor segments, supporting use case clarity and positioning. Participates in special projects and performs other duties as assigned Qualifications 8+ years of experience in payments strategy, preferably debit card product management. Proven ability to lead complex, cross-functional initiatives with strategic impact. Strong understanding of debit card ecosystems, vendor management, and client experience design. Excellent communication, stakeholder management, and analytical skills. Experience with fraud prevention, operational risk, and regulatory compliance preferred. Graduate degree preferred NACHA certification a plus Vanguard's hybrid work model is designed to balance flexibility with collaboration. This role require in-office presence on Tuesdays through Thursdays to foster connection, learning, and teamwork, while Mondays and Fridays offer the option to work remotely. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Who we are looking for We are looking for a Vice President (VP) for our Private Markets to service clients for our division of Alterative Investment Solutions Group. They will partner with both clients and colleagues to establish the workflow and client deadlines while supervising staff members. They will be responsible for delivering reporting and day-to-day accounting and support for our clients. Why this role is important to us The team you will be joining is a part of International Fund Services (IFS), acquired by State Street in July 2002. IFS, also known as Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, fund administration and risk services to hedge funds and private credit funds. These services are fully integrated to provide complete end-to-end solutions that span the front-, middle- and back-office requirements. What you will be responsible for As Fund Accounting & Administration, VP you will be responsible for * Supervising all lower level staff (including Associate 1, Associate 2, Senior Staff, Officer and AVP). * Managing client relationships with both client personnel and fund investors. * Reviewing quarterly and annual financial work paper packages including portfolio schedules, accruals and PCAP allocations. * Reviewing quarterly and annual financial statements and footnotes. * Review and/or preparation of annual tax work paper packages. * Review and/or preparation of capital calls and distributions, including notices and release merged documents. * Reviewing monthly bank reconciliations and post journal entries. * Reviewing quarterly management fee calculations. * Review and/or preparation of various client related correspondence. * Work with database team regarding client deliverables such as financial statements, capital calls and distribution notices. * Heavy client interaction on a daily basis. * Coordination of annual audit and tax return preparation with Big 4 accounting firms. * Review and/or preparation of waterfall and capital account allocations. * Understand how to navigate through limited partnership agreement. * Review and/or preparation of estimated tax workpapers. * Maintain working relationship with all client contacts, including investment professionals, investors, auditors, lawyers and banking personnel. * Ensure compliance with investment fund legal documents, i.e. partnership agreement. * Assist accounting managers to ensure compliance with investment fund agreements and other legal documents. * Special client projects. * Manage internal workflow and client deadlines. * During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures. What we value * Strong critical thinking, problem solving, and decision making skills * Excellent administrative and organizational skills * Ability to multi task and work efficiently to meet client deliverables. Education & Preferred Qualifications * Bachelor's degree with accounting * 12+ years of general ledger accounting or audit experience * 6+ years of leadership experience * Previous Financial reporting experience * Advanced Excel skills (advanced formulas, pivot tables, VLOOKUP). Additional requirements * Real Estate, Hedge Fund, or Private Market accounting experience * Exceptional interpersonal & communication skills * Experience with Investran, Great Plains and Oracle Financials preferred * The ideal candidate will be a well-organized detailed oriented, analytical individual with exceptional interpersonal and communication skills. * Candidates must demonstrate the ability to simultaneously handle multiple assignments and pressure while working efficiently to meet client deliverables About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers Salary Range: $115,000 - $205,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Who we are looking for We are looking for a Vice President (VP) for our Private Markets to service clients for our division of Alterative Investment Solutions Group. They will partner with both clients and colleagues to establish the workflow and client deadlines while supervising staff members. They will be responsible for delivering reporting and day-to-day accounting and support for our clients. Why this role is important to us The team you will be joining is a part of International Fund Services (IFS), acquired by State Street in July 2002. IFS, also known as Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, fund administration and risk services to hedge funds and private credit funds. These services are fully integrated to provide complete end-to-end solutions that span the front-, middle- and back-office requirements. What you will be responsible for As Fund Accounting & Administration, VP you will be responsible for * Supervising all lower level staff (including Associate 1, Associate 2, Senior Staff, Officer and AVP). * Managing client relationships with both client personnel and fund investors. * Reviewing quarterly and annual financial work paper packages including portfolio schedules, accruals and PCAP allocations. * Reviewing quarterly and annual financial statements and footnotes. * Review and/or preparation of annual tax work paper packages. * Review and/or preparation of capital calls and distributions, including notices and release merged documents. * Reviewing monthly bank reconciliations and post journal entries. * Reviewing quarterly management fee calculations. * Review and/or preparation of various client related correspondence. * Work with database team regarding client deliverables such as financial statements, capital calls and distribution notices. * Heavy client interaction on a daily basis. * Coordination of annual audit and tax return preparation with Big 4 accounting firms. * Review and/or preparation of waterfall and capital account allocations. * Understand how to navigate through limited partnership agreement. * Review and/or preparation of estimated tax workpapers. * Maintain working relationship with all client contacts, including investment professionals, investors, auditors, lawyers and banking personnel. * Ensure compliance with investment fund legal documents, i.e. partnership agreement. * Assist accounting managers to ensure compliance with investment fund agreements and other legal documents. * Special client projects. * Manage internal workflow and client deadlines. * During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures. What we value * Strong critical thinking, problem solving, and decision making skills * Excellent administrative and organizational skills * Ability to multi task and work efficiently to meet client deliverables. Education & Preferred Qualifications * Bachelor's degree with accounting * 12+ years of general ledger accounting or audit experience * 6+ years of leadership experience * Previous Financial reporting experience * Advanced Excel skills (advanced formulas, pivot tables, VLOOKUP). Additional requirements * Real Estate, Hedge Fund, or Private Market accounting experience * Exceptional interpersonal & communication skills * Experience with Investran, Great Plains and Oracle Financials preferred * The ideal candidate will be a well-organized detailed oriented, analytical individual with exceptional interpersonal and communication skills. * Candidates must demonstrate the ability to simultaneously handle multiple assignments and pressure while working efficiently to meet client deliverables Salary Range: $110,000 - $192,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Who we are looking for We are looking for a Vice President (VP) for our Private Markets to service clients for our division of Alterative Investment Solutions Group. They will partner with both clients and colleagues to establish the workflow and client deadlines while supervising staff members. They will be responsible for delivering reporting and day-to-day accounting and support for our clients. Why this role is important to us The team you will be joining is a part of International Fund Services (IFS), acquired by State Street in July 2002. IFS, also known as Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, fund administration and risk services to hedge funds and private credit funds. These services are fully integrated to provide complete end-to-end solutions that span the front-, middle- and back-office requirements. What you will be responsible for As Fund Accounting & Administration, VP you will be responsible for * Supervising all lower level staff (including Associate 1, Associate 2, Senior Staff, Officer and AVP). * Managing client relationships with both client personnel and fund investors. * Reviewing quarterly and annual financial work paper packages including portfolio schedules, accruals and PCAP allocations. * Reviewing quarterly and annual financial statements and footnotes. * Review and/or preparation of annual tax work paper packages. * Review and/or preparation of capital calls and distributions, including notices and release merged documents. * Reviewing monthly bank reconciliations and post journal entries. * Reviewing quarterly management fee calculations. * Review and/or preparation of various client related correspondence. * Work with database team regarding client deliverables such as financial statements, capital calls and distribution notices. * Heavy client interaction on a daily basis. * Coordination of annual audit and tax return preparation with Big 4 accounting firms. * Review and/or preparation of waterfall and capital account allocations. * Understand how to navigate through limited partnership agreement. * Review and/or preparation of estimated tax workpapers. * Maintain working relationship with all client contacts, including investment professionals, investors, auditors, lawyers and banking personnel. * Ensure compliance with investment fund legal documents, i.e. partnership agreement. * Assist accounting managers to ensure compliance with investment fund agreements and other legal documents. * Special client projects. * Manage internal workflow and client deadlines. * During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures. What we value * Strong critical thinking, problem solving, and decision making skills * Excellent administrative and organizational skills * Ability to multi task and work efficiently to meet client deliverables. Education & Preferred Qualifications * Bachelor's degree with accounting * 12+ years of general ledger accounting or audit experience * 6+ years of leadership experience * Previous Financial reporting experience * Advanced Excel skills (advanced formulas, pivot tables, VLOOKUP). Additional requirements * Real Estate, Hedge Fund, or Private Market accounting experience * Exceptional interpersonal & communication skills * Experience with Investran, Great Plains and Oracle Financials preferred * The ideal candidate will be a well-organized detailed oriented, analytical individual with exceptional interpersonal and communication skills. * Candidates must demonstrate the ability to simultaneously handle multiple assignments and pressure while working efficiently to meet client deliverables Salary Range: $110,000 - $192,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Responsibilities * Collaborate with others in the organization to ensure successful implementation of chosen problem solutions. * Analyze information obtained from management to conceptualize and define operational problems. * Prepare management reports defining and evaluating problems and recommending solutions. * Observe the current system in operation, and gather and analyze information about each of the component problems, using a variety of sources. * Track all client visits/meetings and ensure all client successes are logged for weekly reporting. * Drive proactive client communications through regular meetings, broker reviews, and calls. * Track and drive resolution (both strategic and tactical where necessary) of client requests. * Work with clients to educate on the firm's self-service tools and industry solutions. * Analyze effort and support across teams by individual client. * Coordinate and chair internal stakeholder meetings around client updates. * Analyze complex query resolution from clients trading Futures and Options within Global Markets industry; queries span trades, position, lifecycle events, commission, reporting, product, and process offering. * Review and assess trade allocations, collateral movements and reconciliation of positions to facilitate workflow. * Improve clients' processes to STP by analyzing tableau metrics and their metric accuracy around trade and commission flows. * Test implemented SAP solutions, including unit testing, integration testing and user acceptance test. * Work with GMI books and records platform and testing new functionality. * Remote work may be permitted within a commutable distance from the worksite. Required Skills & Experience * Bachelor's degree or equivalent in Operations Research, Mathematics, Economics, Finance, or related: and * 5 years of progressively responsible experience in the job offered or a related Quantitative occupation. * Must include 5 years of experience in each of the following: * Analyzing complex query resolution from clients trading Futures and Options within Global Markets industry; queries span trades, position, lifecycle events, commission, reporting, product, and process offering; * Reviewing and assessing trade allocations, collateral movements and reconciliation of positions to facilitate workflow; * Improving clients' processes to STP by analyzing tableau metrics and their metric accuracy around trade and commission flows; and, * Working with books and records platform and testing new functionality. * In the alternative, the employer will accept a Master's degree and 3 years of experience. If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number. EMPLOYER: BofA Securities, Inc. Shift: 1st shift (United States of America) Hours Per Week: 40

Chicago, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************** **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Responsibilities** + Collaborate with others in the organization to ensure successful implementation of chosen problem solutions. + Analyze information obtained from management to conceptualize and define operational problems. + Prepare management reports defining and evaluating problems and recommending solutions. + Observe the current system in operation, and gather and analyze information about each of the component problems, using a variety of sources. + Track all client visits/meetings and ensure all client successes are logged for weekly reporting. + Drive proactive client communications through regular meetings, broker reviews, and calls. + Track and drive resolution (both strategic and tactical where necessary) of client requests. + Work with clients to educate on the firm's self-service tools and industry solutions. + Analyze effort and support across teams by individual client. + Coordinate and chair internal stakeholder meetings around client updates. + Analyze complex query resolution from clients trading Futures and Options within Global Markets industry; queries span trades, position, lifecycle events, commission, reporting, product, and process offering. + Review and assess trade allocations, collateral movements and reconciliation of positions to facilitate workflow. + Improve clients' processes to STP by analyzing tableau metrics and their metric accuracy around trade and commission flows. + Test implemented SAP solutions, including unit testing, integration testing and user acceptance test. + Work with GMI books and records platform and testing new functionality. + Remote work may be permitted within a commutable distance from the worksite. **Required Skills & Experience** + Bachelor's degree or equivalent in Operations Research, Mathematics, Economics, Finance, or related: and + 5 years of progressively responsible experience in the job offered or a related Quantitative occupation. + Must include 5 years of experience in each of the following: + Analyzing complex query resolution from clients trading Futures and Options within Global Markets industry; queries span trades, position, lifecycle events, commission, reporting, product, and process offering; + Reviewing and assessing trade allocations, collateral movements and reconciliation of positions to facilitate workflow; + Improving clients' processes to STP by analyzing tableau metrics and their metric accuracy around trade and commission flows; and, + Working with books and records platform and testing new functionality. + In the alternative, the employer will accept a Master's degree and 3 years of experience. If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number. **EMPLOYER:** BofA Securities, Inc. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Who we are looking for We are looking for a Vice President (VP) for our Private Markets to service clients for our division of Alterative Investment Solutions Group. They will partner with both clients and colleagues to establish the workflow and client deadlines while supervising staff members. They will be responsible for delivering reporting and day-to-day accounting and support for our clients. Why this role is important to us The team you will be joining is a part of International Fund Services (IFS), acquired by State Street in July 2002. IFS, also known as Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, fund administration and risk services to hedge funds and private equity funds. These services are fully integrated to provide complete end-to-end solutions that span the front-, middle- and back-office requirements. What you will be responsible for As Fund Accounting & Administration, VP you will be responsible for * Supervising all lower level staff (including Associate 1, Associate 2, Senior Staff, Officer and AVP). * Managing client relationships with both client personnel and fund investors. * Reviewing quarterly and annual financial work paper packages including portfolio schedules, accruals and PCAP allocations. * Reviewing quarterly and annual financial statements and footnotes. * Review and/or preparation of annual tax work paper packages. * Review and/or preparation of capital calls and distributions, including notices and release merged documents. * Reviewing monthly bank reconciliations and post journal entries. * Reviewing quarterly management fee calculations. * Review and/or preparation of various client related correspondence. * Work with database team regarding client deliverables such as financial statements, capital calls and distribution notices. * Heavy client interaction on a daily basis. * Coordination of annual audit and tax return preparation with Big 4 accounting firms. * Review and/or preparation of waterfall and capital account allocations. * Understand how to navigate through limited partnership agreement. * Review and/or preparation of estimated tax workpapers. * Maintain working relationship with all client contacts, including investment professionals, investors, auditors, lawyers and banking personnel. * Ensure compliance with investment fund legal documents, i.e. partnership agreement. * Assist accounting managers to ensure compliance with investment fund agreements and other legal documents. * Special client projects. * Manage internal workflow and client deadlines. * During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures. What we value * Strong critical thinking, problem solving, and decision making skills * Excellent administrative and organizational skills * Ability to multi task and work efficiently to meet client deliverables. Education & Preferred Qualifications * Bachelor's degree with accounting * 12+ years of general ledger accounting or audit experience * 6+ years of leadership experience * Previous Financial reporting experience * Advanced Excel skills (advanced formulas, pivot tables, VLOOKUP). Additional requirements * Real Estate, Fund, or Private Equity accounting experience * CPA or CPA Candidate * Exceptional interpersonal & communication skills * Experience with Investran, Great Plains and Oracle Financials preferred * The ideal candidate will be a well-organized detailed oriented, analytical individual with exceptional interpersonal and communication skills. * Candidates must demonstrate the ability to simultaneously handle multiple assignments and pressure while working efficiently to meet client deliverables About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers Salary Range: $110,000 - $170,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

JobID: 210685884 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in J.P. Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience. In this role, you will play a key role in promoting our customer obsessed culture. We make it easy to bank and invest when, where and how our customers want. You will lead a team of a Financial Advisors who service a wide range of clients, from those just starting to save to those with significant wealth. Job responsibilities * Have a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture * Identify opportunities to attract and recruit Advisors, improve performance of existing Advisors and ensure talent and performance strategies are in place to coach, develop and promote Advisors * Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies and expertise to give our customers one place to meet all of their financial need * Be a visionary who influences the use of technology to meet the customers' needs of today and the future; Set the tone of commitment to diversity and inclusion * Closely partner with the Supervisory Manager and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for a designated territory * Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business * Be proactive; take initiative to identify solutions, has entrepreneurial business spirit and executes with a sense of urgency Required qualifications, capabilities, and skills * At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor team * Ability to travel 50% of the time * A valid and active FINRA Series 7, 66 (or equivalent) is required * A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained or retained within a 60 day condition of employment * Proven ability to recruit, source and attract internal and external Advisor talent by building and maintaining personal network of contacts * High degree of investment services and product acumen and keen interest in the financial markets * Strong communication skills, attention to detail, excellent follow-through and a strong commitment to upholding a sound risk and controls environment Preferred qualifications, capabilities, and skills * Bachelor's Degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in J.P. Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience. In this role, you will play a key role in promoting our customer obsessed culture. We make it easy to bank and invest when, where and how our customers want. You will lead a team of a Financial Advisors who service a wide range of clients, from those just starting to save to those with significant wealth. **Job responsibilities** + Have a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture + Identify opportunities to attract and recruit Advisors, improve performance of existing Advisors and ensure talent and performance strategies are in place to coach, develop and promote Advisors + Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies and expertise to give our customers one place to meet all of their financial need + Be a visionary who influences the use of technology to meet the customers' needs of today and the future; Set the tone of commitment to diversity and inclusion + Closely partner with the Supervisory Manager and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for a designated territory + Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business + Be proactive; take initiative to identify solutions, has entrepreneurial business spirit and executes with a sense of urgency **Required qualifications, capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor team + Ability to travel 50% of the time + A valid and active FINRA Series 7, 66 (or equivalent) is required + A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained or retained within a 60 day condition of employment + Proven ability to recruit, source and attract internal and external Advisor talent by building and maintaining personal network of contacts + High degree of investment services and product acumen and keen interest in the financial markets + Strong communication skills, attention to detail, excellent follow-through and a strong commitment to upholding a sound risk and controls environment **Preferred qualifications, capabilities, and skills** + Bachelor's Degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in J.P. Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience. In this role, you will play a key role in promoting our customer obsessed culture. We make it easy to bank and invest when, where and how our customers want. You will lead a team of a Financial Advisors who service a wide range of clients, from those just starting to save to those with significant wealth. Job responsibilities Have a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture Identify opportunities to attract and recruit Advisors, improve performance of existing Advisors and ensure talent and performance strategies are in place to coach, develop and promote Advisors Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies and expertise to give our customers one place to meet all of their financial need Be a visionary who influences the use of technology to meet the customers' needs of today and the future; Set the tone of commitment to diversity and inclusion Closely partner with the Supervisory Manager and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for a designated territory Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business Be proactive; take initiative to identify solutions, has entrepreneurial business spirit and executes with a sense of urgency Required qualifications, capabilities, and skills At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor team Ability to travel 50% of the time A valid and active FINRA Series 7, 66 (or equivalent) is required A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained or retained within a 60 day condition of employment Proven ability to recruit, source and attract internal and external Advisor talent by building and maintaining personal network of contacts High degree of investment services and product acumen and keen interest in the financial markets Strong communication skills, attention to detail, excellent follow-through and a strong commitment to upholding a sound risk and controls environment Preferred qualifications, capabilities, and skills Bachelor's Degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. The Market Executive role will lead the market and report directly to a Regional Director. The Market Executive is responsible for all aspects of leadership and management in their market including managing across a matrix leadership team and representing J.P. Morgan Advisors locally. You will establish, maintain, and build relationships while delivering exceptional client service. As a Market Executive within J.P. Morgan Advisors, you will be at the forefront of managing and leading the market, reporting directly to a Regional Director. You will be responsible for all aspects of leadership and management in your market, including managing across a matrix leadership team and representing J.P. Morgan Advisors locally. Your role will involve establishing, maintaining, and building relationships while delivering exceptional client service. You will have the opportunity to attract and retain Advisor talent, promote business opportunities, and foster a culture of teamwork, results-oriented, and client-focused. This role requires adaptability, a proactive approach, and a strong understanding of risk management processes and policies. **Job Responsibilities:** + Attract and retain Advisor talent through sourcing, recruiting and hiring efforts + Lead the market to acquire and drive business opportunities by coaching and developing Financial Advisors + Build a network across the organization to support the broader goals of the business and the firm + Balance the needs of clients and the needs of the firm establishing and maintaining a strong controls environment + Understand and adhere to our risk management processes and policies; leveraging available reporting and tools + Foster a culture of teamwork, results oriented and client focused + Work with partners, including but not limited to, Supervision and Compliance functions to ensure best practices **Required qualifications, capabilities, and skills:** + Series 7, 9, 10, 66 and SIE licenses required + A self-starter who works well independently in a fast-paced, client driven environment + Proven track record of attracting, developing and retaining top talent + Clear ability to recognize and anticipate advisor and client needs in a proactive way + Manages issues to resolution through consistent follow-up + Ability to communicate effectively with clients and maintain professionalism in difficult situations + Will need to be adaptable and comfortable with change (will need to keep up with changes in technology and regulations) + Highly proficient user of Outlook, Word, PowerPoint and Excel **Preferred qualifications, capabilities, and skills:** + Bachelor's degree required; MBA, JD or CFA or other professional designation strongly preferred. + 7+ years of management or relevant experience within the financial services industry as a sales practice leader and/or assistant branch/regional manager 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

J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. The Market Executive role will lead the market and report directly to a Regional Director. The Market Executive is responsible for all aspects of leadership and management in their market including managing across a matrix leadership team and representing J.P. Morgan Advisors locally. You will establish, maintain, and build relationships while delivering exceptional client service. As a Market Executive within J.P. Morgan Advisors, you will be at the forefront of managing and leading the market, reporting directly to a Regional Director. You will be responsible for all aspects of leadership and management in your market, including managing across a matrix leadership team and representing J.P. Morgan Advisors locally. Your role will involve establishing, maintaining, and building relationships while delivering exceptional client service. You will have the opportunity to attract and retain Advisor talent, promote business opportunities, and foster a culture of teamwork, results-oriented, and client-focused. This role requires adaptability, a proactive approach, and a strong understanding of risk management processes and policies. Job Responsibilities: Attract and retain Advisor talent through sourcing, recruiting and hiring efforts Lead the market to acquire and drive business opportunities by coaching and developing Financial Advisors Build a network across the organization to support the broader goals of the business and the firm Balance the needs of clients and the needs of the firm establishing and maintaining a strong controls environment Understand and adhere to our risk management processes and policies; leveraging available reporting and tools Foster a culture of teamwork, results oriented and client focused Work with partners, including but not limited to, Supervision and Compliance functions to ensure best practices Required qualifications, capabilities, and skills: Series 7, 9, 10, 66 and SIE licenses required A self-starter who works well independently in a fast-paced, client driven environment Proven track record of attracting, developing and retaining top talent Clear ability to recognize and anticipate advisor and client needs in a proactive way Manages issues to resolution through consistent follow-up Ability to communicate effectively with clients and maintain professionalism in difficult situations Will need to be adaptable and comfortable with change (will need to keep up with changes in technology and regulations) Highly proficient user of Outlook, Word, PowerPoint and Excel Preferred qualifications, capabilities, and skills: Bachelor's degree required; MBA, JD or CFA or other professional designation strongly preferred. 7+ years of management or relevant experience within the financial services industry as a sales practice leader and/or assistant branch/regional manager

We're seeking someone to join our team as a Vice President within the Alternative Investment Services (AIS) team supporting the Portfolio Solutions Group (PSG), you oversee operational and portfolio management support for multi-asset funds, separately managed accounts, and private equity vehicles. You play a pivotal role in shaping and executing the operating model, ensuring accuracy, efficiency, and strategic alignment across investment operations. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Manager position at Vice President level within Operations Business Management, which is responsible for performing business management functions. We do this by managing headcount, financials, people processes, executive communications, and strategic support. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: Develop staff, lead projects and control deployment of resources, owning management tools/methods such as work queues, checklists, depth charts and calendars Set direction and expectations for your team(s), defining training plans and transfer of expert knowledge to contribute to team output and development Contribute to business plan for area, establish risk/contingency plans, raise and address issues with urgency when required Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations Providing support for product, regulatory, and other audits; assisting with review of offering documents for new products and supporting other areas of product development, as needed Signing-off on net asset value and performance based information for AIP on a monthly/quarterly basis; providing regular daily support and responding to numerous ad-hoc requests from investment management, investors and other internal and external stakeholders What you'll bring to the role: • Strong relationship building skills serving as a role model for client service • Ability to think commercially, understand the impact of initiatives, risks on the operational budget • Experience in managing teams, enhancing control, continuous improvement and reducing operational risk • Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you • Prior experience in private equity/real estate or private equity/real estate fund of funds investment accounting is required. Knowledge of hedge fund accounting and/or derivatives, or experience with Investran, is a plus. A minimum of 6 years of people management experience and 10 years of investment accounting experience • Must obtain Series 99 license if supervising a covered function • Strong organizational and analytical skills and the ability to effectively summarize findings, both verbally and in writing, in a clear and concise manner WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Responsibilities and Skills * Work with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning. * Must have the ability to travel to meet with the Financial Advisors and clients. More specifically: * Work closely with Financial Advisors to build relationships with ultra high net worth clients and prospects across the country by providing guidance on estate and tax planning issues. * Simplify complex legal topics, analyses and/or structures into comprehensible terms * Compare and contrast estate planning alternatives, including gifting, leveraged gifting, insurance planning and philanthropic structures. * Review, summarize and critique existing and/or proposed new estate planning documents. * Prepare presentation materials including narrative and/or graphical summaries of documents and various strategies. * Work with team analysts to model estate planning strategies. * Collaborate with clients' attorneys and accountants in the implementation of the clients' estate, income tax and financial plans. * Understand investment structures and how they may be appropriate for various estate planning entities. * Understand Morgan Stanley trust platform, insurance and similar third-party platforms and products. * Keep abreast and keep Financial Advisors abreast of changes in the law and developing legal trends through networking with practitioners, attending seminars and professional reading. * Develop new marketing and educational content. * Conduct internal training sessions. Requirements * Bachelor's degree required. J.D. required * Significant prior trusts and estates experience with a law or accounting firm * Broad and deep knowledge of estate planning and tax planning strategies * Strong income tax background as related to estate planning strategies * Series 7 (including SIE), 66 and 24 required (can be obtained post-hire). * Must have the ability to travel to meet with the Financial Advisors and clients. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between 150,000 and 250,000 per year 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. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Director, Strategic Initiatives to join our Global Payments & Trade Business. This role is located in Pittsburgh, PA. In this role, you will be a member of the Global Strategy & Portfolio Management team for the Global Payments & Trade business and will leverage your diverse experience in executive office delivery, project management, strategic planning, business operations, market research, and/or competitive intelligence to drive business strategy and operational execution. Specifically, this role focuses on managing cross-functional initiatives, supporting executive office activities and providing actionable insights through research and analysis. In this role, you'll make an impact in the following ways: * Support the development and execution of strategic plans aligned with organizational goals * Run Executive office activities, including inbound requests and liaising across corporate functions * Deliver strategic communications in partnership with firm's Communications teams including key deliverables such as Townhall events, executive announcements and select industry & client events * Contribute strategic updates for high-priority deliverables, such as board presentations, regulatory updates, leadership conferences and quarterly business reviews * Drive tracking, reporting and governance of strategic initiatives portfolio for the business * Monitor ongoing investments in business portfolio and communicate to leadership team * Conduct market research to analyze industry trends, customer behavior, and emerging opportunities To be successful in this role, we're seeking the following: * 10-12 years of work experience required in strategic roles, including Strategic Initiatives, Chief of Staff, Project / Portfolio Management, preferably within Financial Services, Consulting and/or FinTech Industry; understanding of the Payments landscape and Technology is a plus * Excellent strategic & analytical mindset required, as well as exceptional organizational skills with high attention to detail to manage multiple high-priority deliverables for Senior Management * Experience in program management / portfolio management / business performance is a plus * Passionate about building relationships and strong professional maturity / EQ to navigate across business functions and seniority levels * High proficiency with Microsoft Office tools (including PowerPoint and Excel) required; experience with other business tools (e.g., Trello, JIRA, Tableau, CRM) and methodologies (e.g., Agile, PMI) is 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.