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Finance Vice President jobs at BNY Mellon - 111 jobs

  • Vice President, Financial Planning & Analysis

    The Bank of New York Mellon 4.4company rating

    Finance vice president job at BNY Mellon

    VICE PRESIDENT, FINANCIAL PLANNING & ANALYSIS - CENTRAL FINANCE At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Vice President, Financial Planning & Analysis to join our Central Finance team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: * Deliver advanced financial analytics and reporting to support senior level management and the Board of Directors * Identify and monitor trends, and present findings to finance leadership * Partner with your Finance peers to identify and solve common needs across the lines of business, including improved financial reporting and dashboarding * Conduct advanced trend analysis on financial data and operating performance for topics of high complexity. * Participates in the development of the annual operating plan * Perform detailed historical or predictive analyses to support end to end processes within Finance including the support for the period close, analyses of performance such as forecasted period revenue and expenses against actual results, and metrics and scorecard reporting To be successful in this role, we're seeking the following: * Bachelor's degree in finance, accounting, economics or related field. * Minimum 5-8 years of experience in financial services, preferably in planning and analysis, or engineering finance functions. * Experience working with complex financial data and cross-functional teams in a fast-paced environment. * Excellent communication skills with the ability to explain financial concepts to non-financial stakeholders. * Familiarity with Power BI, Dashboarding, and Management Reporting tools such as IBM TM1 is highly desirable. 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.
    $101k-173k yearly est. 34d ago
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  • Vice President, Financial Planning & Analysis

    BNY Mellon 4.4company rating

    Finance vice president job at BNY Mellon

    VICE PRESIDENT, FINANCIAL PLANNING & ANALYSIS - CENTRAL FINANCE At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Vice President, Financial Planning & Analysis to join our Central Finance team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Deliver advanced financial analytics and reporting to support senior level management and the Board of Directors Identify and monitor trends, and present findings to finance leadership Partner with your Finance peers to identify and solve common needs across the lines of business, including improved financial reporting and dashboarding Conduct advanced trend analysis on financial data and operating performance for topics of high complexity. Participates in the development of the annual operating plan Perform detailed historical or predictive analyses to support end to end processes within Finance including the support for the period close, analyses of performance such as forecasted period revenue and expenses against actual results, and metrics and scorecard reporting To be successful in this role, we're seeking the following: Bachelor's degree in finance, accounting, economics or related field. Minimum 5-8 years of experience in financial services, preferably in planning and analysis, or engineering finance functions. Experience working with complex financial data and cross-functional teams in a fast-paced environment. Excellent communication skills with the ability to explain financial concepts to non-financial stakeholders. Familiarity with Power BI, Dashboarding, and Management Reporting tools such as IBM TM1 is highly desirable. 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.
    $101k-173k yearly est. Auto-Apply 60d+ ago
  • Director of Financial Planning & Analysis (FP&A) Technology

    The Vanguard Group 4.6company rating

    Malvern, PA jobs

    Join Vanguard as the Director of Financial Planning & Analysis (FP&A) Technology, where you'll lead the transformation of our finance capabilities through innovative technology, data analytics, and AI! In this strategic role, you'll partner closely with FP&A leaders and senior management to modernize and optimize the systems that support financial planning, budgeting, forecasting, and reporting. Your leadership will be instrumental in driving efficiency, insight, and agility across our finance organization. You will lead a dedicated team responsible for designing and delivering forward-thinking technology solutions that elevate the FP&A function and enable smarter, faster financial decision-making. By shaping the strategic vision and roadmap for FP&A systems, you'll ensure our tools deliver actionable insights and align with Vanguard's broader business goals. This is a unique opportunity to influence the future of finance at Vanguard, fostering collaboration and innovation across the enterprise. Lead and Develop: Hire, evaluate, and mentor a high-performing technology team dedicated to FP&A. Further professional growth and a culture of continuous improvement. Strategic Partnership: Work hand-in-hand with FP&A leadership and senior finance executives to understand business needs and translate them into effective technology solutions that drive value. System Transformation: Oversee the modernization and optimization of FP&A systems, implementing best practices and using emerging technologies, including AI and advanced analytics. Stakeholder Engagement: Build strong relationships with senior management and finance partners. Serve as a trusted advisor and effective communicator, driving consensus around technology and process change. Vision and Roadmap: Define and implement the technology strategy and roadmap for FP&A, prioritizing projects that deliver measurable improvements in efficiency and insight. Change Leadership: Champion adoption of new systems and processes, supporting FP&A teams through transformation. Data & Analytics Enablement: Advance the use of data and analytics to enhance FP&A's ability to provide timely, accurate financial insights. Continuous Improvement: Promote standard methodologies and proactively review systems to ensure ongoing optimization and alignment with business needs. Business Planning Support: Play a critical role in finance business planning and prioritization, ensuring technology supports organizational objectives. Project Leadership: Lead and contribute to high-impact FP&A technology projects as needed. Qualifications Minimum of eight (8) years' related work experience, including at least three years managing innovation and transformation within FP&A or finance technology. Proven ability to lead teams through change and deliver technology solutions for finance functions. Success partnering with senior finance management and FP&A to drive process and systems improvements. Outstanding communication and influencing skills, with a strategic approach and passion for technology-enabled transformation. Technical understanding of Oracle EPM with history of optimization and sustained innovation Undergraduate degree required; graduate degree preferred. Join us and be a catalyst for the next chapter in FP&A technology, helping finance operate smarter, faster, and with greater insight! 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.
    $123k-182k yearly est. Auto-Apply 60d+ ago
  • Senior Risk Director, Financial Advisor Services (FAS)

    The Vanguard Group 4.6company rating

    Malvern, PA jobs

    Global Risk and Security (GR&S) at Vanguard enables business strategy, protects client and Vanguard interests (e.g., assets and data), and stewards a strong risk culture. Our teams leverage enterprise-wide insights, deep expertise, and trusted advice so that across Vanguard leaders and crew drive faster, stronger, risk-informed decisions. Vanguard Global Risk & Security (GR&S) is seeking a Senior Risk Director to enable Vanguard's business strategy, protect clients, crew, and assets, and steward a risk-smart culture for Vanguard's Financial Advisor Services (FAS) business. FAS provides investments, services, education, and research to financial advisors across the U.S. The Senior Risk Director will lead a small team of risk practitioners aligned to select FAS business teams, including sales, strategy, and operations functions. The person in this role will advise senior business leaders in the areas of strategic, financial, operational, reputational, and third-party risk, and provide credible challenge to them as needed. This role reports to the FAS Chief Risk Officer. Responsibilities: Engage with senior business leaders to understand their goals and identify risks to their business areas. Provide advice and guidance to business leaders to influence risk-smart decision-making. Provide guidance and oversight to a team of risk practitioners as they analyze risks to the business and apply risk methodology to those risks. Be accountable for the timely completion of risk projects and ensuring the work of the risk practitioners is creating the desired outcomes. Implement frameworks and methodologies to identify risks, analyze risks, assist the business in establishing risk appetite, and identifying appropriate controls and mitigations to manage the risk within appetite. Partner with other GR&S risk teams and Legal and Compliance teams to develop a comprehensive view of risk to the business. Maintain an in-depth understanding of Vanguard and the FAS business. Independently stay informed of industry trends and developments to maintain strong business- and risk-acumen. Share learnings and perspective with the risk team and business partners. Conduct risk meetings attended by senior business leaders and their teams. Coordinate the deployment of enterprise-wide risk projects within the FAS division. Create an inclusive and high-performing team atmosphere. Conduct regular one-on-one meetings and provide coaching, training and motivation as necessary to develop team members. Evaluate direct reports following corporate performance management procedures, including setting goals, reviewing performance, and providing feedback. The ideal candidate excels at these top capabilities: A leader with high business- and risk-acumen. Someone who is outcome-oriented, motivated by challenging work, can operate in an environment of ambiguity, and overcome obstacles to deliver results. A strategic mindset, who can think creatively and use sound and mature business judgement. Cross functional collaborative director, comfortable influencing at all levels. Experience deriving data-driven insights. Someone motivated by Vanguard's mission and purpose. Willingness to be hands on player coach, do the work themselves. Someone with a servant-leadership mindset and a proven track record of developing talent. Qualifications: Minimum of eight years related work experience, with 5 years of experience leading risk domain ( e.g., strategic, financial, operational, etc.). Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. Knowledge of risk management theories and experience in applying risk management concepts. Knowledge of asset management products and distribution practices. Experience working with cross-functional project teams, including IT or product development teams. Ability to communicate, influence, navigate, persuade, and build buy-in across senior leaders and internal stakeholders. PRMIA or CRISC certification or ability to complete one such certification within 12 months of hire. 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.
    $105k-176k yearly est. Auto-Apply 6d ago
  • Vice President; Investment Banker

    Bank of America 4.7company rating

    New York jobs

    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 Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings. Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution. Lead due diligence processes for investment banking transactions in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings. Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis, such as buy and sell-side M&A, including crossborder transactions, and capital markets processes, including debt and equity offerings. Oversee analysts and associates on client coverage, origination, and transaction execution teams. Draft and negotiate engagement letters, confidentiality agreements, and other documents related to investment banking transactions. Attend and oversee client meetings with prospective buyers in sell-side M&A processes, including management presentations and due diligence. Support internal transaction and capital commitment committee processes, such as Fairness Committee, Equity Commitment Committee, and Leveraged Finance Committee. Handling global bank/bulge bracket investment banking transactions. Execute investment banking transactions and processes in a global firm environment, including both M&A and capital markets products. Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis. Conduct due diligence in connection with investment banking transactions. Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution. Lead teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes. Remote work may be permitted within a commutable distance from the worksite. Required Skills & Experience Master's degree or equivalent in Economics, Business Administration, Finance, or related: and 3 years of experience in the job offered or a related Finance occupation. Must include 3 years of experience in each of the following: Global bank/bulge bracket investment banking transactions; Executing investment banking transactions and processes in a global firm environment, including both M&A and capital markets products; Preparing financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis; Conducting due diligence in connection with investment banking transactions; Preparing materials for clients and participating in client meetings during the course of investment banking deal origination and execution; and, Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes. In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience. 10% domestic travel required, as necessary. 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 Pay Transparency details US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$275,000.00 - $285,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $275k-285k yearly Auto-Apply 47d ago
  • Vice President, Financial Planning Director (Philadelphia, PA)

    Morgan Stanley 4.6company rating

    Philadelphia, PA jobs

    Morgan Stanley Wealth Management provides holistic financial solutions to individuals, families and institutions. With a legacy of innovation and a commitment to excellence, our Financial Planning Directors empower Financial Advisors and clients to make confident decisions around life's most complex financial questions. Position Summary The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This strategic role provides expertise across advanced planning topics - including tax mitigation strategies, charitable giving, trust and estate planning, and equity compensation - elevating client engagement and enhancing outcomes. Key Responsibilities Partner with Financial Advisors to create personalized financial plans using both cash-flow and goals-based planning tools offered by third-party vendor, MoneyGuidePro , and Morgan Stanley's proprietary planning platform and modeling tools. Deliver advanced technical guidance in areas such as: Tax-efficient portfolio strategies Retirement income distribution planning Executive compensation and equity planning Charitable and philanthropic strategies Risk management and insurance planning Wealth transfer, trust, and estate planning Lead client-facing planning conversations alongside Financial Advisors and Support Professionals, providing clarity on trade-offs, risks, and long-term implications Serve as a planning subject matter expert and coach for Financial Advisors, elevating planning integration into the wealth management process and connecting Financial Advisors to relevant Firm resources Contribute to meaningful planning outcomes including net acquired assets to the Firm, track planning engagement metrics, and monitor client follow-through Contribute to Financial Advisor development through workshops, CE-eligible sessions, and peer mentoring across the financial planning professional network Stay current on tax lax, estate regulations, product and strategy solutions, and market trends to ensure up-to-date advice delivery What Makes This Role Unique Impactful Client Work: Work on complex, multigenerational wealth strategies that go beyond basic planning models High Advisor Engagement: Collaborate with some of the top Financial Advisors in the industry, supporting their most sophisticated client relationships Tech-Enabled Planning: Leverage Artificial Intelligence (AI) to deliver positive outcomes for clients and employees while accessing an ecosystem that integrates seamlessly with client data Professional Development: Participate in a robust peer network, continuing education support, and career pathway opportunities within the planning and advisor management tracks Firmwide Visibility: Contribute to a firm-level strategic initiative to embed planning in the core of wealth management - driving long-term firm growth Qualifications Bachelor's degree required Certified Financial Planner CFP designation required 5+ years of experience delivering financial plans or wealth strategies to high-net worth clients Strong knowledge in tax and estate strategies, and insurance planning Demonstrated ability to collaborate with client-facing professionals and communicate planning concepts clearly and credibly Proficiency with financial planning platforms (Morgan Stanley proprietary tools, MoneyGuidePro , or equivalent.) Series 7 and 66 preferred or must be obtained as condition of employment 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).
    $99k-163k yearly est. Auto-Apply 54d ago
  • Vice President; Investment Banker

    Bank of America Corporation 4.7company rating

    New York, NY jobs

    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 * Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings. * Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution. * Lead due diligence processes for investment banking transactions in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings. * Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis, such as buy and sell-side M&A, including crossborder transactions, and capital markets processes, including debt and equity offerings. * Oversee analysts and associates on client coverage, origination, and transaction execution teams. * Draft and negotiate engagement letters, confidentiality agreements, and other documents related to investment banking transactions. * Attend and oversee client meetings with prospective buyers in sell-side M&A processes, including management presentations and due diligence. * Support internal transaction and capital commitment committee processes, such as Fairness Committee, Equity Commitment Committee, and Leveraged Finance Committee. * Handling global bank/bulge bracket investment banking transactions. * Execute investment banking transactions and processes in a global firm environment, including both M&A and capital markets products. * Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis. * Conduct due diligence in connection with investment banking transactions. * Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution. * Lead teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes. * Remote work may be permitted within a commutable distance from the worksite. Required Skills & Experience * Master's degree or equivalent in Economics, Business Administration, Finance, or related: and * 3 years of experience in the job offered or a related Finance occupation. * Must include 3 years of experience in each of the following: * Global bank/bulge bracket investment banking transactions; * Executing investment banking transactions and processes in a global firm environment, including both M&A and capital markets products; * Preparing financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis; * Conducting due diligence in connection with investment banking transactions; * Preparing materials for clients and participating in client meetings during the course of investment banking deal origination and execution; and, * Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes. * In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience. * 10% domestic travel required, as necessary. 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
    $129k-186k yearly est. Easy Apply 11d ago
  • Vice President; Investment Banker

    Bank of America 4.7company rating

    New York, NY jobs

    New York, New York **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** + Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings. + Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution. + Lead due diligence processes for investment banking transactions in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings. + Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis, such as buy and sell-side M&A, including crossborder transactions, and capital markets processes, including debt and equity offerings. + Oversee analysts and associates on client coverage, origination, and transaction execution teams. + Draft and negotiate engagement letters, confidentiality agreements, and other documents related to investment banking transactions. + Attend and oversee client meetings with prospective buyers in sell-side M&A processes, including management presentations and due diligence. + Support internal transaction and capital commitment committee processes, such as Fairness Committee, Equity Commitment Committee, and Leveraged Finance Committee. + Handling global bank/bulge bracket investment banking transactions. + Execute investment banking transactions and processes in a global firm environment, including both M&A and capital markets products. + Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis. + Conduct due diligence in connection with investment banking transactions. + Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution. + Lead teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes. + Remote work may be permitted within a commutable distance from the worksite. **Required Skills & Experience** + Master's degree or equivalent in Economics, Business Administration, Finance, or related: and + 3 years of experience in the job offered or a related Finance occupation. + Must include 3 years of experience in each of the following: + Global bank/bulge bracket investment banking transactions; + Executing investment banking transactions and processes in a global firm environment, including both M&A and capital markets products; + Preparing financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis; + Conducting due diligence in connection with investment banking transactions; + Preparing materials for clients and participating in client meetings during the course of investment banking deal origination and execution; and, + Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes. + In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience. + 10% domestic travel required, as necessary. 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.
    $129k-186k yearly est. Easy Apply 48d ago
  • Treasury Management Officer - Commercial Bank - Vice President

    Jpmorgan Chase 4.8company rating

    Pittsburgh, PA jobs

    Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. **Job responsibilities** + Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships + Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning + Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework + Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews + Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions + Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms + Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships **Required qualifications, capabilities, and skills** + 6+ years of cash management, sales and relationship management experience + Success developing new business with focus on prospecting utilizing strong selling and negotiation skills + Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy + Excellent verbal and written communication skills + Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization + Strong time management, organizational and planning skills + Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor **Preferred qualifications, capabilities, and skills** + Bachelor's degree + Certified Treasury Professional designation + Strong creative solution and problem-solving abilities JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Washington,DC $128,250.00 - $195,000.00 / year; Baltimore,MD $123,500.00 - $190,000.00 / year
    $128.3k-195k yearly 60d+ ago
  • Treasury Management Officer - Commercial Bank - Vice President

    Jpmorgan Chase & Co 4.8company rating

    Pittsburgh, PA jobs

    JobID: 210657101 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $128,250.00-$195,000.00; Baltimore,MD $123,500.00-$190,000.00 Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. Job responsibilities * Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships * Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning * Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework * Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews * Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions * Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms * Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships Required qualifications, capabilities, and skills * 6+ years of cash management, sales and relationship management experience * Success developing new business with focus on prospecting utilizing strong selling and negotiation skills * Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy * Excellent verbal and written communication skills * Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization * Strong time management, organizational and planning skills * Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Preferred qualifications, capabilities, and skills * Bachelor's degree * Certified Treasury Professional designation * Strong creative solution and problem-solving abilities
    $128.3k-195k yearly Auto-Apply 60d+ ago
  • Treasury Management Officer - Commercial Bank - Vice President

    Jpmorgan Chase & Co 4.8company rating

    Philadelphia, PA jobs

    JobID: 210657101 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $128,250.00-$195,000.00; Baltimore,MD $123,500.00-$190,000.00 Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. Job responsibilities * Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships * Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning * Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework * Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews * Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions * Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms * Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships Required qualifications, capabilities, and skills * 6+ years of cash management, sales and relationship management experience * Success developing new business with focus on prospecting utilizing strong selling and negotiation skills * Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy * Excellent verbal and written communication skills * Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization * Strong time management, organizational and planning skills * Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Preferred qualifications, capabilities, and skills * Bachelor's degree * Certified Treasury Professional designation * Strong creative solution and problem-solving abilities
    $128.3k-195k yearly Auto-Apply 60d+ ago
  • Vice President, Audit Project Leader - Global Financial Crimes

    The Bank of New York Mellon 4.4company rating

    Finance vice president job at BNY Mellon

    At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000 employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. 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 VP, Auditor to join our Securities Servies Team within Internal Audit. This role is located in Lake Mary, Florida. In this role, you'll make an impact in the following ways: * Delivery of complex and challenging audit assignments, including compliance and regulatory related assignments. * Lead or participate in audit project execution (planning, fieldwork, and reporting) of complex business processes. * Perform walkthroughs with process owners; document results in narratives/flowcharts; identify and document risks and controls; develop and execute testing strategy; prepare supporting workpapers; and document test exceptions and conclusions. * Identify and draft meaningful issues impacting the business under review and challenge management to develop appropriate remedial actions to address the issues identified. * Elevate potential audit issues to the Audit Manager as soon as they are identified. * Follow-up on audit actions to ensure corrective actions have been appropriately implemented and where necessary, test the design, operating effectiveness, and sustainability of implemented actions. * Engage in and document Continuous Monitoring activities. * Applies advanced analytical problem-solving skills and leads others in solving complex issues and identifying innovative solutions. * Contributes technical or specialized skills sets or business knowledge not readily available elsewhere in the department to solve audit issues. * Identifies opportunities for the use of AI/automation and actively takes part in advancing recommendations for software support requests. To be successful in this role, we're seeking the following: * Bachelor's degree or equivalent combination of education and work experience required. * Degree in Accounting, Finance, or relevant critical thinking specialty * Certified Internal Auditor (CIA) or other Risk Management certifications preferred * Certified Fiduciary and Investment Risk Specialist (CFIRS) preferred * 5-7 years of experience working in financial services or banking, within Third Line Internal Audit or Second Line Risk or Compliance Monitoring. * Prior experience in investment services or issuer services audit preferred. * In depth knowledge of audit methodologies * Additional core skill requirements include understanding of the applied and interpretation of analytics results for Audit, critical thinking and problem solving. * Prior experience in contributing to the overall effectiveness and value of a department by recommending and assisting in the development of innovative approaches and solutions. * Excellent planning, co-ordination, organization, and presentation skills * Thrives in a fast-paced environment and adaptable to change * Strong knowledge and use of Excel and other Microsoft software - PowerPoint, Word, Visio, Power BI as well as Python. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $101k-173k yearly est. 34d ago
  • Vice President, Audit Project Leader - Global Financial Crimes

    BNY Mellon 4.4company rating

    Finance vice president job at BNY Mellon

    At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000 employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. 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 VP, Auditor to join our Securities Servies Team within Internal Audit. This role is located in Lake Mary, Florida. In this role, you'll make an impact in the following ways: Delivery of complex and challenging audit assignments, including compliance and regulatory related assignments. Lead or participate in audit project execution (planning, fieldwork, and reporting) of complex business processes. Perform walkthroughs with process owners; document results in narratives/flowcharts; identify and document risks and controls; develop and execute testing strategy; prepare supporting workpapers; and document test exceptions and conclusions. Identify and draft meaningful issues impacting the business under review and challenge management to develop appropriate remedial actions to address the issues identified. Elevate potential audit issues to the Audit Manager as soon as they are identified. Follow-up on audit actions to ensure corrective actions have been appropriately implemented and where necessary, test the design, operating effectiveness, and sustainability of implemented actions. Engage in and document Continuous Monitoring activities. Applies advanced analytical problem-solving skills and leads others in solving complex issues and identifying innovative solutions. Contributes technical or specialized skills sets or business knowledge not readily available elsewhere in the department to solve audit issues. Identifies opportunities for the use of AI/automation and actively takes part in advancing recommendations for software support requests. To be successful in this role, we're seeking the following: Bachelor's degree or equivalent combination of education and work experience required. Degree in Accounting, Finance, or relevant critical thinking specialty Certified Internal Auditor (CIA) or other Risk Management certifications preferred Certified Fiduciary and Investment Risk Specialist (CFIRS) preferred 5-7 years of experience working in financial services or banking, within Third Line Internal Audit or Second Line Risk or Compliance Monitoring. Prior experience in investment services or issuer services audit preferred. In depth knowledge of audit methodologies Additional core skill requirements include understanding of the applied and interpretation of analytics results for Audit, critical thinking and problem solving. Prior experience in contributing to the overall effectiveness and value of a department by recommending and assisting in the development of innovative approaches and solutions. Excellent planning, co-ordination, organization, and presentation skills Thrives in a fast-paced environment and adaptable to change Strong knowledge and use of Excel and other Microsoft software - PowerPoint, Word, Visio, Power BI as well as Python. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: · America's Most Innovative Companies, Fortune, 2025 · World's Most Admired Companies, Fortune 2025 · “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
    $101k-173k yearly est. Auto-Apply 60d+ ago
  • Director, Managing Counsel- Financial Crimes

    BNY Mellon 4.4company rating

    Finance vice president job 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 and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Director, Managing Counsel to join our Financial Crimes Legal Investigations Team. This role is located in Pittsburgh, PA or Lake Mary, FL In this role, you'll make an impact in the following ways: Providing timely legal advice and assistance to Financial Crimes Compliance, Risk and business partners on matters related to the Anti-Money Laundering Act of 2020, the USA PATRIOT Act, Bank Secrecy Act, the European anti-money laundering directives (AMLD) and other global equivalents. Reviewing, interpreting, and advising on relevant laws and industry best practices pertaining to anti-money laundering including emerging regulatory changes. Reviewing investigative work and otherwise supporting the Company's investigative units, including Enforcement & Investigations, AML Transaction Monitoring Team, and Financial Crimes Legal Investigations Team. Engaging and managing outside counsel and consultants on Financial Crimes-related matters. Escalating legal and regulatory risk to senior management. Participating in internal governance committees and policy-making bodies. To be successful in this role, we're seeking the following: A licensed attorney in good standing in the state/jurisdiction in which the position is based or otherwise in compliance with the in-house counsel registration rules of that state/jurisdiction. 7-10 years of total work experience as a qualified attorney is preferred. The ability to concisely present factual and legal issues to myriad audiences and provide sound and succinct recommendations to senior leaders is essential. Experience working in AML/KYC/financial crimes at a financial institution, law firm, or law enforcement is preferred. Strong interpersonal and communication skills are important as is a knowledge of issues impacting the banking and financial services industry. Ability to manage multiple projects and priorities in a fast-paced environment. 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..
    $133k-224k yearly est. Auto-Apply 60d+ ago
  • Vice President, Compliance & Control

    The Bank of New York Mellon 4.4company rating

    Finance vice president job at BNY Mellon

    The Vice President, Compliance & Control plays a critical role within the Risk & Regulatory Compliance function, specifically within the Compliance & Control job family. This position is integral to maintaining the integrity and compliance of BNY's operations with regulatory standards. By ensuring adherence to internal policies and external regulations, this role supports BNY's commitment to operational excellence and ethical practices, aligning with the organization's strategic pillars of trust and integrity. The position demands a strong understanding of compliance frameworks and regulatory requirements, fostering a culture of accountability and transparency in line with BNY's principles. PRIMARY RESPONSIBILITIES: - Develop and implement compliance policies and procedures by leveraging extensive knowledge of regulatory requirements to ensure organizational adherence. - Conduct regular compliance assessments and audits to identify potential risks and areas for improvement, demonstrating expertise in risk management. - Collaborate with cross-functional teams to integrate compliance controls into business processes, ensuring alignment with strategic objectives. - Provide guidance and training to employees on compliance-related matters, fostering a culture of compliance and ethical conduct. - Monitor and interpret regulatory changes, advising senior management on implications and necessary adjustments to policies. - Lead investigations into compliance breaches, ensuring thorough analysis and corrective actions are undertaken to mitigate future risks. EDUCATION/QUALIFICATIONS: - Bachelor's degree in Law, Business, Finance, or a related field. - Advanced certifications in compliance or risk management (e. g. , CRCM, CAMS) are advantageous. EXPERIENCE: - Typically 5-10 years of experience. SKILLS: - Strong analytical and problem-solving skills to assess and address compliance issues effectively. - Excellent communication and interpersonal skills to educate and influence stakeholders across the organization. - Proven ability to interpret regulatory changes and implement appropriate compliance strategies.
    $98k-151k yearly est. 26d ago
  • Vice President, SOX & Controls

    The Bank of New York Mellon 4.4company rating

    Finance vice president job 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 Vice President to join our SOX & Controls team. This role is located in Pittsburgh, PA In this role, you'll make an impact in the following ways: * Support the Group Manager in the execution of the SOX testing program by taking ownership of assigned reviews and delivering the following key activities: * Coordinating closely with our Business Partners and external auditors. * Conducting control narrative refreshes * Coordinating and leading Process walkthroughs with our Business Partners * Testing the design and operational effectiveness for key controls * Produce high quality work papers to clearly document testing performed, results and conclusions. * Effective team player - taking a leading role on special projects and ad-hoc activities. * Provide guidance and support to junior members of the team and the S&C wider team. * Identify opportunities to leverage information technology systems and automation in a practical and value-add way. * Evaluate potential financial impact of control deficiencies and coordinate with control owners on remediation plans including following through to ensure corrective actions are achieved within agreed timescales. * Establish strong working relationships with stakeholders across all levels and departments of the organization. * Serve as a trusted liaison for control owners, as well as for our internal and external auditors. To be successful in this role, we're seeking the following: * Bachelor's Degree is required. * Minimum of 8 years of experience in SOX testing, Internal Audit, Public Accounting Audit or a combination of private and public accounting (preferred but not required). * Certified Public Accountant (CPA) or Chartered Accountant (CA) certification is preferred. At BNY, our culture speaks for itself. Here's a few of our awards: * America's Most Innovative Companies, Fortune, 2024 * World's Most Admired Companies, Fortune 2024 * Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 * Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023-2024 * "Most Just Companies", Just Capital and CNBC, 2024 * Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 * Bloomberg's Gender Equality Index (GEI), 2023 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.
    $98k-151k yearly est. 34d ago
  • Vice President, Control Team

    The Bank of New York Mellon 4.4company rating

    Finance vice president job 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 Vice President, Control Team to join our Corporate Trust Hub (supporting the Conventional Trust Platform) team. This role is located in Houston, TX or Pittsburgh, PA. In this role, you'll make an impact in the following ways: * Leverage the Platform control inventory (RCSA), ensuring it aligns with internal policies, regulatory requirements and industry best practices; amend controls as required off the back of operating risk events * Partner with Conventional Trust Leadership Team consisting of Product Managers, Engineering, Operations and Corporate partners to ensure Pod development work aligns with our Risk and Control Framework * Collaborate with product, operations, and application development staff to drive the automation of manual business specific controls and identify opportunities for automated control monitoring * Monitor and analyze the portfolio of platform specific control issues (including technology issues), escalating areas of risk to the first Line of Defense (LOD) Control Lead as appropriate within the portfolio of platform specific technology control issues * Lead root-cause analyses for control failures or near-misses and develop and execute action plans that permanently remediate issues * Assess risks and controls associated with changes to existing products and applications and development of new products and applications to determine the way forward * Prepare clear, concise reports and presentations for senior management, summarizing control health, trends, and improvement initiatives To be successful in this role, we're seeking the following: * 7+ years of work experience required. Corp Trust/Control/Engineering experience preferred. * Bachelor's degree in Law, Business, Finance, Engineering or a related field. * Strong analytical and problem-solving skills to assess and address issues effectively * Excellent communication and interpersonal skills to educate and influence stakeholders across the organization 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.
    $98k-151k yearly est. 34d ago
  • Vice President, Compliance & Control

    BNY Mellon 4.4company rating

    Finance vice president job at BNY Mellon

    The Vice President, Compliance & Control plays a critical role within the Risk & Regulatory Compliance function, specifically within the Compliance & Control job family. This position is integral to maintaining the integrity and compliance of BNY's operations with regulatory standards. By ensuring adherence to internal policies and external regulations, this role supports BNY's commitment to operational excellence and ethical practices, aligning with the organization's strategic pillars of trust and integrity. The position demands a strong understanding of compliance frameworks and regulatory requirements, fostering a culture of accountability and transparency in line with BNY's principles. **PRIMARY RESPONSIBILITIES:** - Develop and implement compliance policies and procedures by leveraging extensive knowledge of regulatory requirements to ensure organizational adherence. - Conduct regular compliance assessments and audits to identify potential risks and areas for improvement, demonstrating expertise in risk management. - Collaborate with cross-functional teams to integrate compliance controls into business processes, ensuring alignment with strategic objectives. - Provide guidance and training to employees on compliance-related matters, fostering a culture of compliance and ethical conduct. - Monitor and interpret regulatory changes, advising senior management on implications and necessary adjustments to policies. - Lead investigations into compliance breaches, ensuring thorough analysis and corrective actions are undertaken to mitigate future risks. **EDUCATION/QUALIFICATIONS:** - Bachelor's degree in Law, Business, Finance, or a related field. - Advanced certifications in compliance or risk management (e.g., CRCM, CAMS) are advantageous. **EXPERIENCE:** - Typically 5-10 years of experience. **SKILLS:** - Strong analytical and problem-solving skills to assess and address compliance issues effectively. - Excellent communication and interpersonal skills to educate and influence stakeholders across the organization. - Proven ability to interpret regulatory changes and implement appropriate compliance strategies.
    $98k-151k yearly est. Auto-Apply 26d ago
  • Vice President, SOX & Controls

    BNY Mellon 4.4company rating

    Finance vice president job 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 Vice President to join our SOX & Controls team. This role is located in Pittsburgh, PA In this role, you'll make an impact in the following ways: Support the Group Manager in the execution of the SOX testing program by taking ownership of assigned reviews and delivering the following key activities: Coordinating closely with our Business Partners and external auditors. Conducting control narrative refreshes Coordinating and leading Process walkthroughs with our Business Partners Testing the design and operational effectiveness for key controls Produce high quality work papers to clearly document testing performed, results and conclusions. Effective team player - taking a leading role on special projects and ad-hoc activities. Provide guidance and support to junior members of the team and the S&C wider team. Identify opportunities to leverage information technology systems and automation in a practical and value-add way. Evaluate potential financial impact of control deficiencies and coordinate with control owners on remediation plans including following through to ensure corrective actions are achieved within agreed timescales. Establish strong working relationships with stakeholders across all levels and departments of the organization. Serve as a trusted liaison for control owners, as well as for our internal and external auditors. To be successful in this role, we're seeking the following: Bachelor's Degree is required. Minimum of 8 years of experience in SOX testing, Internal Audit, Public Accounting Audit or a combination of private and public accounting (preferred but not required). Certified Public Accountant (CPA) or Chartered Accountant (CA) certification is preferred. At BNY, our culture speaks for itself. Here's a few of our awards: America's Most Innovative Companies, Fortune, 2024 World's Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023-2024 “Most Just Companies”, Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg's Gender Equality Index (GEI), 2023 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.
    $98k-151k yearly est. Auto-Apply 60d+ ago
  • Corporate Trust: Director, Relationship Management

    The Bank of New York Mellon 4.4company rating

    Finance vice president job 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.
    $125k-240k yearly 34d ago

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