Vice President jobs at BNY Mellon - 223 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.

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

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.

Who we are looking for: This role is responsible for the oversight, design and delivery of integrated systems and controls relating to digital assets for our firm. The Head of Digital Financial Crimes Compliance within State Street's Financial Crimes Compliance function will identify and explore opportunities for transformation and capacity creation that drive productivity and operational effectiveness while remaining compliant with Know Your Customer, sanctions screening, transaction monitoring, and Travel Rule compliance solutions as they relate to public/non-public blockchains and digital assets. The Managing Director is responsible for leading the Digital Assets AML strategy and presenting it in regulatory and audit contexts. This position involves coordinating the firm's overall strategy into the financial crimes compliance function and various systems through data management and solution design to enhance Compliance operations and analytics. Responsibilities include developing strategies that support AML Compliance using AI, automation, and analytics. You will act as the product owner and subject matter expert to ensure state-of-the-art transaction monitoring and sanctions models, methods, and features required to support digital asset products and seamlessly integrate among other AML functions. You will analyze risks, oversee the documentation, monitoring, and performance reporting on Digital Asset controls and models to key stakeholders. While acting as leader, you will also evaluate and leverage leading and cutting-edge technology tools, including POCs and lead the testing of software efficacy by applying your AML experience with digital assets and risk technology areas to State Street's Digital Asset products and services. We ask that you collaborate with other State Street stakeholders regarding the AML and sanctions program as required, including policy, risk assessment, digital asset management, and global delivery teams. Ensuring and leading robust interaction with industry, law enforcement and regulatory entities on behalf of the company. You will be responsible to ensure Financial Crimes Compliance partners with business units, data stewards, and IT teams for a better understanding of the customer journey across multiple lines of business. You will support the ongoing operational success of the bank while meeting Financial Crimes Compliance requirements. This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements. Our standard hybrid model is 4 days on site and 1 day remote. Preferred location is Boston or Quincy, MA. We will consider applicants from: Stamford, CT; Princeton and Clifton, NJ; and Berwyn, PA; Why this role is important to us The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need team members like you to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What we value These skills will help you succeed in this role * Direct experience working with blockchain analytics vendors and tools, * Ability to lead by example and set a tone to consider the broad and long-term impacts of your strategic decisions * Strong abilities in analytical thinking, problem solving, research, time management, and verbal and written communication * Capable of producing high quality and/or final work product and solutions under strict regulatory or management deadlines * Ability to take ownership and initiative, to negotiate, influence and build consensus and successfully navigate within a demanding and international environment of a leading global financial institution Education & Preferred Qualifications * Bachelor's degree, Masters Degree or Juris Doctorate degrees with in a quantitative discipline, such as Mathematics, Physics, Statistics, Finance or related field, advanced law degree preferred * Experience utilizing and deploying blockchain analytics solutions * 15+ years of compliance experience with responsibilities including sanctions screening, suspicious activity monitoring, data management, data forensics, data governance, data modeling or data analysis * 10+ years of financial crimes compliance experience at a large bank or a Virtual Asset Service Provider with responsibilities including sanctions screening, suspicious activity monitoring, KYC, and/or Travel Rule compliance * Proven leader of financial crime teams operating globally, inclusive of talent identification, development and retention in an environment of strong collaboration across multiple jurisdictions. * Sector knowledge and experience of global BSA/AML regulations, related compliance requirements and regulatory expectations including suspicious activity report requirements or equivalent around the world especially as they relate to Digital and Virtual assets. * Global regulatory and sector knowledge involving private and alternative investments, mutual funds, registered investment funds and other securities related industries, including associated regulators and self-regulated agencies such as the Securities and Exchange Commission and Financial Industry Regulatory Authority. Salary Range: $170 000 - $282 500 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.

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

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

Who we are looking for A Vice President and Senior Counsel will generally have at least 10 years of experience in the financial services industry. A Senior Counsel bears ultimate responsibility for the delivery of quality Legal Administration services to his/her assigned clients and must be able to independently manage his/her client relationships effectively. He or she must work independently with a minimum of management direction from the Department Head. A Senior Counsel must be an expert in 1940 Act issues and possess a highly developed understanding of not only the legal issues but also the business, distribution, marketing and structural issues facing mutual fund clients. This role can be located in Sacramento, Irvine, Austin, Kansas City or Berwyn. Why this role is important to us You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship - for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer - across all of our locations, products, and capabilities. Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for. What you will be responsible for * Responsible for keeping current with legal developments, coordinating communication of such developments to clients and proactively applying such developments to clients' situations. * · Serves as a mentor or developer of less experienced colleagues. * · Leads resolution of complex client or internal legal issues; issues with potential liability to State Street and difficult client service issues; brings such issues to the attention of senior management; and resolves such issues with input from more senior management. * · May provide support to sales professionals, financial administration personnel, make presentations to potential clients, research and prepare memoranda on general industry issues not related to specific clients and/or participate in seminars and conferences on industry-related topics. * · Provides effective legal support to the Financial Administration Department and or Transfer agency group on contractual, operational, compliance and other issues. What we value These skills will help you succeed in this role * Demonstrates high level of integrity and professionalism. * · Excellent communication skills, both written and verbal. * · Works collegially with other department members and treats other department members with respect. * · Possesses strong time management skills. * · Independently handles complex projects and multiple priorities for multiple clients. * · Establishes close working relationships with clients and provides excellent service to clients with minimal supervisions. * · Has a mastery of relevant statutes and rules. * · Demonstrates keenly developed issue spotting and diagnostic problem solving skills. * · Exercises considerable sound business and legal judgment. * · Demonstrates strong organizational skills and independent follow through on issues and tasks. * · Demonstrates ability to adapt and manage new, changing and often conflicting situations. * · Ability to delegate assignments effectively and efficiently. * · Utilizes resources efficiently. Education & Preferred Qualifications * JD required * 10 years of experience Salary Range: $130,000 - $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.

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.

Who we are looking for State Streets Front-to-Back Business Strategy team is seeking a versatile individual with strong business systems and data analysis skills for development and support of services and product offerings. The successful candidate must possess skill in complex business data analysis with expertise in functional requirements gathering and documentation; excellent verbal, written, and presentation skills; a proven ability to liaise between business/implementation and technology teams specializing in Investment Accounting Why this role is important to us The team you will be joining is a part of a global, cross-divisional group supporting State Street AlphaSM. State Street AlphaSM redefines the common definition of ‘alpha' to mean powering better performance and outcomes at every point on the investment lifecycle and is the first open platform from a single provider that connects the front, middle and back office. It harmonizes data, technology and services across trusted providers to help our clients better manage their businesses. Join us if making your mark in an ever-changing, increasingly complex and competitive industry is a challenge you are up for. What you will be responsible for As a Cash Services Implementation Lead you will Provide technical analysis and advice to clients (internal and external) on current and future state data-centric operating models. Liaise with stakeholders in order to establish and document implementation requirements in relation to cash, develop “use cases” to document requirements. Maintain an excellent working knowledge of the STT F2B product offering to perform subject matter expert activities, consultancy, implementation configuration and demonstrations specializing in IBOR & Investment accounting and Cash servicing but not limited to these product areas Analyze and document data mappings from source systems involved in the solution. Ongoing data / technical requirements analysis to align project expectations. Analyze and document any derivation, workflow and enrichment required for the project/solution. Apply functional business knowledge to system roadmap and be part of agreeing future enhancements / development activities. Lead individual client implementation efforts specializing in cash & IBOR. Support testing activities and immediate post-production transition with the support of test plan development and test scripts. Lead on-going data enhancements to scope of services as needed. Play significant role in contributing input on product offerings. Lead and consult the team in requirement gathering, development, definition and controlling of technical standards and methodologies. Process design and implement solution architectures and concepts in the context of projects and client implementations. Independently compile, analyze and interpret information related to complex business/system processing. Clear, complete and accurate documentation of user requirements and functional specifications Collaborate with other team members to share best practices, raise issues, develop consistent global processes Create common and shared standards across peer group by implementing best practices. Consolidate application design for global strategic model. Display a culture of individual ownership of tasks to embed a clear individual sense of accountability in performing the role. Ensure that the highest level of the Code of Conduct is displayed in your behavior. Provide appropriate management information as required to support business unit decision making. Support the ‘Risk Excellence' culture within the business. Serve as a liaison between business users and various IT development and testing teams What we value These skills will help you succeed in this role Strategic thinker with strong business analysis and planning skills. Capable of identifying and interpreting wider-ranging issues: ‘Big picture' understanding. Demonstrate understanding of Operations processes and procedures and an ability to learn quickly. Excellent communication and interpersonal skills, written and oral; confident in interaction with clients and senior stakeholders. Experience with designing new solutions by analyzing requirements, studying system capabilities, and writing detailed business requirements. Very strong interest in the underlying detail of the analysis is a must. Communicate complex analysis and insights to stakeholders and business leaders, both verbally and in writing Education & Preferred Qualifications Bachelor's Degree in technology, finance, business or equivalent, Minimum 10 years related experience in financial services technical projects Knowledge of financial service industry - cash & IBOR / Investment Accounting experience preferred Knowledge of SDLC methodologies 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 - $190,000 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: 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

Who we are looking for We are seeking a Managing Director, Cryptography to lead the enterprise-wide cryptographic strategy, with a focus on key and certificate management. This role is critical to ensuring the confidentiality, integrity, and availability of sensitive data across our global operations. The MD will oversee cryptographic governance, lifecycle management, and compliance with internal standards and external regulatory requirements. This position requires deep technical expertise, strategic leadership, and the ability to drive alignment across decentralized teams. What you will be responsible for As Managing Director, Cryptography, you will: * Lead the enterprise cryptographic strategy, with a focus on key and certificate lifecycle management. * Define and enforce cryptographic standards, policies, and procedures in alignment with the Information Protection Standard. * Oversee governance of cryptographic algorithms, cipher suites, and certificate authorities. * Manage the enterprise-wide inventory of cryptographic assets, including keys, certificates, and HSMs. * Collaborate with Information Security Officers (ISOs), infrastructure teams, and application owners to ensure secure implementation of cryptographic controls. * Establish and monitor Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) for cryptographic operations. * Ensure compliance with regulatory requirements and support audit and regulatory engagements. * Develop and maintain runbooks, SOPs, and automation for cryptographic operations. * Provide training and awareness programs for teams handling cryptographic materials. * Serve as the primary escalation point for cryptographic incidents and exceptions. What we value These skills will help you succeed in this role * Deep expertise in cryptographic technologies, including PKI, TLS, HSMs, and certificate/key lifecycle management. * Proven leadership in managing large-scale cryptographic programs across complex, global environments. * Strong understanding of regulatory frameworks (e.g., NIST, ISO 27001, PCI DSS) and their cryptographic requirements. * Experience with cloud-native cryptographic services (e.g., AWS KMS, Azure Key Vault). * Exceptional communication and stakeholder management skills. * Ability to lead cross-functional teams and influence without direct authority. * Strong organizational, multi-tasking, and prioritization skills. Education & Preferred Qualifications * 10+ years of experience in cybersecurity or information protection, with a focus on cryptography, specifically key and certificate management programs. * 10+ years of experience in leadership roles, including people and program management. * 8+ years of experience with key and certificate management tools and platforms. * Bachelor's or Master's degree in Computer Science, Information Security, or a related field. * Relevant certifications (e.g., CISSP, CISM, CCSP, GIAC GCLD, or equivalent) are preferred. Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit Why this role is important to us Our technology function, Global Technology Services (GTS), is vital to State Street and is the key enabler for our business to deliver data and insights to our clients. We're driving the company's digital transformation and expanding business capabilities using industry best practices and advanced technologies such as cloud, artificial intelligence and robotics process automation. We offer a collaborative environment where technology skills and innovation are valued in a global organization. We're looking for top technical talent to join our team and deliver creative technology solutions that help us become an end-to-end, next-generation financial services company. Join us if you want to grow your technical skills, solve real problems and make your mark on our industry. 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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program 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 perspective 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 the 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 program 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: $170,000 - $282,500 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: $115,000 - $201,250 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 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

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

JobID: 210682406 JobSchedule: Full time JobShift: Day : 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

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

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, 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.