AFC Modelling - Data Scientist - Associate - Vice President
New York, NY jobs
Job Title: AFC Modelling - Data Scientist
Corporate Title: Associate - Vice President: All Roles to be Considered
Deutsche Bank benefits from having a highly experienced and dedicated Anti Financial Crime (AFC) function, which performs a crucial role in keeping Deutsche Bank's business operations and global financial services clean from financial crime while serving the interests of the Bank and society. Our regional/global matrix structure allows for flexible responses to challenges in the core areas of: Anti-Money Laundering, Sanctions & Embargoes, Anti-Fraud, Bribery & Corruption, Investigations & Intelligence, Monitoring & Screening, and Risk Assessment.
Our AFC Team will provide you with opportunities to learn, grow and define your career. We foster an open, diverse, and inclusive team culture, that is engaged and well-supported for prosperity and enjoyment of a life/work balance.
What We Offer You
A diverse and inclusive environment that embraces change, innovation, and collaboration
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift and volunteer programs
What You'll Do
Drive model implementation (from prototype to production), following rigorous coding, testing, and documentation best practice
Responsible for Driving and execution of the Anti-Money Laundering (AML) Transaction Monitoring Americas data strategy in line with the Global Data Strategy/Framework
Develop and evolve platform reporting statistics/data to monitor ongoing model success; perform 'deep dives' to interpret data quality issues, identify remediation and track to resolution
Represent the group in various data governance forums, and clearly communicate data related issues and potential resolution paths
Work with Business (1LOD) to understand the products being offered and define specifications/red flags for Transaction Monitoring models
Review and address open AML TM findings in a timely fashion, work in partnership with AFC stakeholders to develop and drive initiatives that transform and modernize the capabilities and services of Monitoring within the AFC function
How You'll Lead
Establish a clear vision and goals for the team, Inspire the team to perform well and achieve business goals; provide guidance and instruction to the team, and coach them as needed.
Oversee daily activities and progress towards goals, and ensure the team is adequately equipped to perform their duties.
Prioritize tasks and allocating tasks to the team accordingly. The role will be collaborating across multiple teams within the M&S (Monitoring & Screening) function.
Skills You'll Need
Bachelor's/Master's degree in Computer Science, Data Science, Management Information System (MIS), Information Management, or equivalent
Previous relevant experience conducting data science or Model Development in a business setting coupled with excellent programming skills, predominantly across the Python/Anaconda suite (Scikit-learn, Pandas, Numpy)
Experience in Financial Crimes space with expertise in AML Transaction Monitoring and Advisory, with a deep understanding of transaction monitoring data for various lines of businesses, AML red flags, and AML typologies.
Proficient in Financial Crime Compliance covering multiple product lines, such as Correspondent Banking, Private Banking, Wealth Management, Brokerage, Trade, and Asset Management.
Demonstrated experience in Relational databases, Structured Query Language (SQL), Big Data Hadoop, Hive Query Language (HQL), Data visualization tools.
Skills That Will Help You Excel
Flexible and able to adapt to urgent deliverable timelines
A positive outlook in a goal-oriented organization
Able to demonstrate excellent analytical, judgment, and research skills
Meticulous with a strong attention to detail and the ability to multitask
Able to interpret complex requirements and work proactively with stakeholders in different organizational units
Expectations
It is the Bank's expectation that employees hired into this role will work in the New York City office in accordance with the Bank's hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in New York City is $110,000 to 230,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
Web3 Infrastructure Associate Director- HYBRID
Jersey City, NJ jobs
Please Contact: To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Abhinav Chakraborty at email address ********************************** can be reached on # ************.
We have Permanent role Web3 Infrastructure Associate Director for our client at Lake City, FL. Please let me know if you or any of your friends would be interested in this position.
Position Details:
Web3 Infrastructure Associate Director- HYBRID- Jersey City, NJ
Location : HYBRID- Jersey City, NJ- 07310; Boston, MA- 02210 / Coppell. TX-75019/ Tampa, FL- 33647
Project Duration : Full time permanent with full benefits.
Job description:
Web3 Infrastructure Associate Director leads the design, deployment, and management of Web3 infrastructure initiatives, such as the client Collateral App chain-a blockchain-based network for smart contract-driven collateral management.
This role blends deep expertise in infrastructure engineering, DevSecOps best practices, and blockchain network architecture.
You will be responsible for building a secure, scalable, and resilient blockchain infrastructure platform that supports mission-critical financial applications.
Responsibilities:
Architect and lead the development of the Client Collateral App chain infrastructure and other Web3 infrastructure initiatives, ensuring high availability, scalability, and security.
Design and implement blockchain node infrastructure, consensus mechanisms, and smart contract deployment pipelines.
Oversee Kubernetes-based orchestration of blockchain nodes and supporting services.
Manage Infrastructure as Code (IaC) using Terraform, Terragrunt, and other automation tools.
Collaborate with engineering, product, and security teams to ensure seamless integration of blockchain components with existing systems.
Implement and maintain monitoring, logging, and alerting systems for blockchain and infrastructure components.
Ensure compliance with financial industry regulations and security standards.
Lead incident response and root cause analysis for infrastructure and blockchain-related issues.
Mentor and guide a team of DevOps and blockchain engineers.
Stay ahead of with emerging trends in blockchain infrastructure, distributed systems, and cloud-native technologies.
Mitigates risk by following established procedures and monitoring controls, spotting key errors and demonstrating strong ethical behavior.
**NOTE: The Primary Responsibilities of this role are not limited to the details above.
Qualifications:
Bachelor's or Master's degree in Computer Science, Engineering, or related field.
Minimum of 8 years of related experience
8+ years of experience in infrastructure engineering, DevOps, or platform engineering.
3+ years of hands-on experience with blockchain infrastructure (e.g., Ethereum, Hyperledger Besu, Substrate, OP Stack).
Strong expertise in Kubernetes, Docker, and cloud platforms (Azure, GCP, AWS).
Proficient in Terraform, Terragrunt and infrastructure automation.
To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Abhinav Chakraborty at email address ********************************** can be reached on # ************.
Director of Engineering, Strategy Applications
Remote
Voleon is a technology company that applies state-of-the-art AI and machine learning techniques to real-world problems in finance. For nearly two decades, we have led our industry and worked at the frontier of applying AI/ML to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals for the future.
As Director of Engineering, Strategy Applications, you will lead a group of high-performing technical teams responsible for a key component of the Voleon technology platform. Your teams will operationalize the outputs of our research organization and power our trading engine. Your group will develop abstractions that encapsulate core business logic for the entire firm that can be consumed across a wide portfolio of strategy types. You will develop and own the systems that execute, reconcile, and bookkeep our trading operations each day.
Your teams will be responsible for delivering high-performance and high-availability systems that power model inference and quantitative trading components critical to the company's profitability. You will ensure that our services are maximally available, designed for resiliency and redundancy. You will bring an exceptional attention to detail to your work, ensuring that precision and correctness is applied across all dimensions of your team's portfolio. You will develop deep observability across all these systems, and grow an operations team responsible for their implementation. You will operate primarily as a people manager, but be unafraid to regularly engage deeply on technical problems with technical stakeholders.
You will work directly with the VP of Engineering to execute on your vision for your team. You will grow and scale your team according to a roadmap that you develop and own, ensuring accountable, reliable delivery of this roadmap. You'll develop both managers and individual engineers in your group to deliver ever more from your organization. You'll collaborate with peers in engineering and stakeholders in research to balance a diverse set of requirements, and make tradeoffs to ensure the best outcomes for the firm.
Your TeamWe look for brilliant people with a passion for solving problems through innovation and engineering fundamentals. You'll work in a collaborative environment that encourages creative thinking and efficient implementation. We embrace experimentation. You'll work alongside experienced engineers recruited from leading technology companies and selected from the sharpest minds at university programs. You and your teams will collaborate closely with top machine learning researchers.Responsibilities
Effectively manage a group of frontline managers and senior individual contributors
Attract, hire, and retain top engineering talent across your teams
Develop ambitious yet achievable goals for your team, and reliably deliver results
Work closely with stakeholder teams to develop a roadmap and future vision for your domain
Engage deeply on technical details of the products and roadmap that your team owns
Mentor and grow managers and individual contributors to continuously up-level your team
Capture business logic to ensure reliable delivery of our core trading products
Scale and operationalize our execution and production trading systems
Collaborate with our operations team to oversee systems and capture data for compliance
Requirements
Computer Science Degree, or equivalent experience
Demonstrated history of management of large engineering teams (25+ engineers)
10+ years software engineering experience and 3+ years people management experience
Experience leading and developing both managers and individual contributors
Proven ability to hire and manage exceptional engineers and technical managers
Experience operating critical production systems with high-uptime requirements
Experience deploying ML models to production via serving or batch contexts
Knowledge of best practices for robust, high-availability design
Ability to understand key details of technically complex systems
The base salary range for this position is $310,000 to $325,000 in the location(s) of this posting. Individual salaries are determined through a variety of factors, including, but not limited to, education, experience, knowledge, skills, and geography. Base salary does not include other forms of total compensation such as bonus compensation and other benefits. Our benefits package includes medical, dental and vision coverage, life and AD&D insurance, 20 days of paid time off, 9 sick days, and a 401(k) plan with a company match.
“Friends of Voleon” Candidate Referral ProgramIf you have a great candidate in mind for this role and would like to have the potential to earn $15,000 if your referred candidate is successfully hired and employed by The Voleon Group, please use this form to submit your referral. For more details regarding eligibility, terms and conditions please make sure to review the Voleon Referral Bonus Program. Equal Opportunity EmployerThe Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.
Auto-ApplyDirector of Data Science & Strategy
New York jobs
We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE-where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value-supporting the office of the CFO to drive end-to-end value creation.
If you crave challenging work and are looking to grow, come solve complex issues alongside 1,400+ finance & technology experts in a supportive, collaborative environment.
Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.
Data & Analytics
Accordion's Data & Analytics (D&A) team offers cutting-edge, intelligent solutions to a global clientele, leveraging a blend of domain knowledge, sophisticated technology tools, and deep analytics capabilities to tackle complex business challenges.
We partner with Private Equity clients and their Portfolio Companies across diverse sectors, including Retail, CPG, Healthcare, Media & Entertainment, Technology, and Logistics.
We deliver data and analytical solutions designed to streamline reporting capabilities and enhance business insights across vast and complex data sets ranging from Sales, Operations, Marketing, Pricing, Customer Strategies, and more.
This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.
This position is not eligible for immigration sponsorship.
About the Role and You
We're looking for a rare combination: a data scientist who thinks like a strategist and a strategist who speaks fluent data. You fall in love with problems and quantify complex situations using math. This isn't a role about building models in isolation-it's about transforming how a business makes decisions, identifies opportunities, and drives growth. You'll be equal parts analyst, advisor, and architect of our strategic direction.
What You'll Do
You'll sit at the intersection of data and strategy, turning complex business challenges into quantifiable opportunities. This means diving deep into our numbers to surface insights that others miss, then translating those insights into actionable growth strategies. You'll work directly with leadership to shape major business decisions, from market expansion and pricing strategy to resource allocation and competitive positioning.
Your day-to-day will involve identifying the right questions to ask before anyone else thinks to ask them, building the analytical frameworks to answer those questions, and presenting recommendations that fundamentally shift how we operate. You'll own strategic initiatives from conception through execution, measuring impact and iterating as you go. You'll travel to client sites as needed.
What We're Looking For
The Strategic Mindset: You naturally think several moves ahead. You understand business models, competitive dynamics, and growth levers. You can walk into a room with executives and hold your own in discussions about market strategy, unit economics, and long-term planning. You've seen how businesses succeed and fail, and you know how to spot the difference.
The Technical Depth: You're genuinely strong in quantitative methods-statistics, predictive modeling, optimization, experimental design. You can wrangle messy data, build robust analyses, and know when a sophisticated model is needed versus when a simple calculation will do. Python, R, SQL are second nature to you.
The Translation Layer: You can explain complex analytical concepts to non-technical stakeholders without dumbing them down. You know how to build conviction around data-driven recommendations and can defend your methodology when challenged. You make the quantitative accessible and actionable.
The Business Acumen: You understand P&Ls, growth metrics, customer economics, and operational levers. You've worked closely enough with business teams to know what keeps them up at night and how your analyses can help them sleep better.
Requirements
5+ years of experience in analytical roles with increasing strategic responsibility
Strong foundation in statistics, machine learning, and quantitative analysis
Demonstrated experience influencing business strategy through data
Track record of identifying and driving growth opportunities
Excellent communication skills with technical and executive audiences
Proficiency in modern data science tools and languages
Understanding of business finance and growth frameworks
Ideal Background
You might come from management consulting with deep analytical chops, strategic roles at high-growth companies, corporate strategy teams with hands-on data work, or data science roles where you've grown into strategic advisory. What matters most is that you've successfully used data to change how businesses operate and grow.
What Success Looks Like
In your first year, you'll have identified three major strategic opportunities we weren't seeing before, built the analytical infrastructure to evaluate them rigorously, and driven at least one to implementation with measurable business impact. You'll have become a trusted advisor to leadership and the person they turn to when facing the company's thorniest strategic questions.
The annual salary for this role ranges from: $170,000 to $225,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.
Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
#LI-BS1
Auto-ApplySenior Director - Concierge Planning Attorney (Remote - US)
Remote
In this role, you will be part of a dynamic and growing team of professionals that designs comprehensive estate and business plans for clients with complex planning needs. You will provide in-depth case consultation and strategy, and review and analyze legal documents and provide written overviews. You will use your deep planning expertise to develop and deliver customized plans for high-net-worth and ultra-high-net-worth clients and business owners. Deep estate and business planning acumen, strong communication and influence skills, and excellent writing and organizational skills are required.
Primary Duties and Responsibilities
Active collaboration with other professionals on the team (attorneys, CFPs, CPAs) and top wealth management advisors to create comprehensive plans for high-net-worth and ultra-high-net-worth clients with an emphasis on estate planning, wealth transfer, business succession, tax mitigation, and executive compensation strategies.
Analyze clients' financial situations to design strategies and drive client decision making.
Examine and position solutions with focus on Northwestern Mutual's approach of integrating investments and life insurance.
Lead presentations to advisors and clients to enable client decision making.
Collaborate with clients' outside legal and tax advisors.
Responsible for managing workflow in alignment with service level agreements (i.e., delivery of requested analyses and services timely and accurately).
Build and leverage relationships with other areas of the company to address unique client circumstances in the high-net-worth and ultra-high-net-worth marketplace and ensure seamless delivery of planning presentation.
Qualifications
JD from an accredited program. Additional advanced degree preferred, such as CFP, CPA, or LL.M.
Minimum of 10 years of estate and business planning experience, preferably in a consulting role with clients and/or financial advisors.
Extensive experience working directly with high-net-worth clients in advanced estate and business planning, as well as tax planning.
Deep knowledge and expertise in planning areas including tax optimization, estate and business succession, and wealth transfer strategies.
Series 6 or Series 7 required or obtain within the first 6 months of hire.
Home State Insurance License required or obtain within the first 6 months of hire.
Strong analytical skills. Requires excellent follow-up, self-management of daily duties, and ability to collaborate with other professionals.
Outstanding written and verbal communication skills with the ability to translate complex concepts into client-friendly, understandable, and actionable advice.
Proven ability to develop trusting relationships with financial advisors and be a team player.
A desire to mentor others is a plus.
Experience with planning software (such as MoneyGuidePro, eMoney Advisor, or WealthTec) a plus.
Logistics
We are open to US-Remote for this role.
#LI-Remote
Compensation Range:
Pay Range - Start:
$149,380.00
Pay Range - End:
$277,420.00
Geographic Specific Pay Structure:
225 - Structure 110: 149,380.00 USD - 277,420.00 USD 225 - Structure 115: 156,170.00 USD - 290,030.00 USD
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Job Posting End Date:
12/22/2025
The timeline for this job posting may be shortened or extended based on organizational needs.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Nor
thwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Auto-ApplyDirector, Legal Operations & Strategy
Denver, CO jobs
We are looking for a strategic and forward-thinking Director of Legal Operations to help take our legal function to the next level. This role is key to maturing our legal operations capabilities and delivering value across efficiency, innovation, and performance. You'll work with a legal team of 100+ professionals around the world, anchored at our headquarters in Denver, Colorado, and help shape how we deliver legal services in a fast-changing global environment.
Key Responsibilities
Lead and evolve the Legal Operations function, managing core areas such as outside counsel management, budget and spend analytics, legal technology, process improvement, change management, and vendor management.
Accelerate the implementation and adoption of our outside counsel panel, including performance tracking, relationship management, and cost optimization.
Partner closely with legal leadership to identify and implement innovative tools and practices that enable attorneys and legal staff to work more effectively and efficiently.
Develop and refine metrics and KPIs to measure performance, identify trends, and drive accountability across the legal department.
Manage the department's financial planning, including budgeting, accruals, forecasting, and spend reporting.
Support knowledge management, training, and process standardization initiatives across a global legal team.
Collaborate with IT, Finance, Compliance, and business operations to align Legal Ops strategy with enterprise goals.
Evaluate, implement, and strategically oversee legal technology solutions, such as e-billing, contract lifecycle management, and matter management systems.
Drive the adoption of legal technologies, including AI-driven platforms, to streamline workflows and enhance data-driven decision-making.
Qualifications
6+ years of experience in legal operations, management consulting, or a related field; prior in-house legal department experience strongly preferred.
Proven success leading a legal operations function at scale-ideally in a global, matrixed organization.
Deep understanding of legal department operations, including outside counsel management, legal tech, e-billing, and process improvement.
Strong analytical and strategic thinking skills, with the ability to interpret complex data and drive decisions.
Effective communicator and collaborator across all levels of the organization.
Proven track record of successfully building and leading teams.
Familiarity with leading legal technologies and tools (e.g., CLM, eBilling, workflow automation).
Demonstrated experience developing metrics and dashboards for workload analysis.
Bachelor's degree required; JD or MBA a plus.
Why Join Us
Western Union has connected people and enabled opportunity across borders for more than a century and a half. As our Director of Legal Operations, you'll play a critical role in modernizing our global legal function-empowering lawyers, improving how we work, and ultimately helping our company continue to deliver trusted financial services at scale.
We make financial services accessible to humans everywhere. Join us for what is next.
Western Union is positioned to become the world's most accessible financial services company transforming lives and communities. We are a diverse and passionate customer-centric team of over 8,000 employees serving 200 countries and territories, reaching customers and receivers around the globe. More than moving money, we design easy-to-use products and services for our digital and physical financial ecosystem that help our customers move forward.
Just as we help our global customers prosper, we support our employees in achieving their professional aspirations. You will have plenty of opportunities to learn new skills and build a career, as well as receive a great compensation package. If you are ready to help drive the future of financial services, it is time for Western Union. Learn more about our purpose and people at **********************************
Salary
The base salary range is $160,000 - $190,000 USD per year, total on target compensation includes a base salary plus a variable target incentive that aligns with individual and company performance.
Benefits
You will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few (*************************************************** Please see the location-specific benefits below and note that your Recruiter may share additional role-specific benefits during your interview process or in an offer of employment.
Your United States - specific benefits include:
Flexible Time off
Medical, Dental and Life Insurance
Tuition Assistance Program
Parental Leave
Western Union values in-person collaboration, learning, and ideation whenever possible. We believe this creates value through common ways of working and supports the execution of enterprise objectives which will ultimately help us achieve our strategic goals. By connecting face-to-face, we are better able to learn from our peers, problem-solve together, and innovate.
Our Hybrid Work Model categorizes each role into one of three categories. Western Union has determined the category of this role to be Hybrid. This is defined as a flexible working arrangement that enables employees to divide their time between working from home and working from an office location. The expectation is to work from the office a minimum of three days a week.
For residents of Colorado, California, Connecticut, Delaware, Minnesota, and Pennsylvania: Please do not respond to any questions on this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information.
We are passionate about inclusion. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws.
#LI-KS1
Estimated Job Posting End Date:
07-31-2025
This application window is a good-faith estimate of the time that this posting will remain open. This posting will be promptly updated if the deadline is extended or the role is filled.
Auto-ApplyDirector, Corporate Development
New York, NY jobs
Director, Corporate Development - Denver, CO Are you looking for an opportunity to have a significant impact on key corporate strategies that will drive growth across the globe? Are you able to analyze complex data and translate to key leaders? Are you interested in joining a globally diverse organization where our unique contributions are recognized and celebrated, allowing each of us to thrive? Join Western Union as Senior Manager, Corporate Development.
Western Union powers your pursuit.
The Corporate Development Director will lead the evaluation and execution of M&A transactions. This individual will work across all aspects of the deal process including qualitative and quantitative analysis to support targeting, preparing deal overviews and recommendations to senior management, financial modeling, due diligence, transition and post-merger integration, and investment performance tracking. This person should have strong work ethic and be comfortable working in a fast-paced environment, often supporting multiple projects in parallel. The Corporate Development Director will report to the Head of Corporate Development.
Role Responsibilities
* Lead M&A projects by facilitating due diligence and conducting financial analysis.
* Lead industry research, market intelligence and competitive benchmarking to evaluate and prioritize M&A and new business opportunities.
* Engage business unit leaders to drive and execute the M&A strategy.
* Valuation modelling and comparable analysis (public peers, precedent transactions, intrinsic valuation), as well as contract structuring and finalization.
* Build and maintain strategic relationships with industry stakeholders, including bankers, corporations, and start-ups, to stay current on industry trends and opportunities.
* Prepare high-quality presentation materials to senior leaders and key stakeholders.
* Ad-hoc analysis for senior management.
Role Requirements
* A minimum of 10 years of experience in investment banking, valuation, private equity, or corporate / business development.
* History of leading M & A projects, prioritizing multiple stakeholders with limited resources.
* Expert financial modeling skills and acumen of valuation methodologies.
* Excellent written and oral communication skills.
* Proficient in PowerPoint to create presentations to senior executives.
* Strong project management skills, with the ability to lead cross-functional teams.
* Experience in Financial industry (FinTech, Banking, etc.)
* Progress towards CFA or other financial certification is preferred.
We make financial services accessible to humans everywhere. Join us for what's next.
Western Union is positioned to become the world's most accessible financial services company -transforming lives and communities. We're a diverse and passionate customer-centric team of over 8,000 employees serving 200 countries and territories, reaching customers and receivers around the globe. More than moving money, we
design easy-to-use products and services for our digital and physical financial ecosystem that help our customers move forward.
Just as we help our global customers prosper, we support our employees in achieving their professional aspirations. You'll have plenty of opportunities to learn new skills and build a career, as well as receive a great compensation package. If you're ready to help drive the future of financial services, it's time for Western Union. Learn more about our purpose and people at *********************************
Salary
The on-target earnings range is $171,840 -$229,120 per year, which includes a base salary and short-term incentives that align with individual and company performance. Actual salaries will vary based on candidates' qualifications, skills, and competencies.
Benefits
You will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few (*********************************global-benefits/). Please see the location-specific benefits below and note that your Recruiter may share additional role-specific benefits during your interview process or in an offer of employment.
Your United States - specific benefits include:
* Family First Program
* Flexible Time off
* Medical, Dental and Life Insurance
* Tuition Assistance Program
* Parental Leave
Western Union values in-person collaboration, learning, and ideation whenever possible. We believe this creates value through common ways of working and supports the execution of enterprise objectives which will ultimately help us achieve our strategic goals. By connecting face-to-face, we are better able to learn from our peers, problem-solve together, and innovate.
Our Hybrid Work Model categorizes each role into one of three categories. Western Union has determined the category of this role to be Hybrid. This is defined as a flexible working arrangement that enables employees to divide their time between working from home and working from an office location. The expectation is to work from the office a minimum of three days a week.
For residents of Colorado, California, Connecticut, Delaware, Minnesota, and Pennsylvania: Please do not respond to any questions on this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information.
We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws.
Estimated Job Posting End Date:
11-10-2025
This application window is a good-faith estimate of the time that this posting will remain open. This posting will be promptly updated if the deadline is extended or the role is filled.
Auto-ApplyDirector, AFC Program Management | Remote, USA
Overland Park, KS jobs
The Director, AFC Program Management is a highly motivated self-starter, who manages teams of highly skilled Program Managers and Leaders, Technical Account Managers, and Onboarding Project Managers whose combined purpose is to manage the impact, efficiency, and ongoing maturity of the service experience for Optiv Managed Services clients. While serving as a key escalation point for Cyber Operations Practice Leaders, Sales teams, and clients, this role develops and leads a client facing business unit with data driven decisioning, exceptional metrics and reporting, and proactive problem management.
This person will also define policies, procedures, and best practices. The position will be responsible for metrics showing continuous improvement and efficiencies in the client operational experience and maturing processes. This is a high visibility role and requires a strong leader with outstanding customer service skills to plan and execute. The position is closely involved in helping to mentor, develop and evaluate employee performance as well as helping with development and continuous improvement of the Cyber Operations services.
How you'll make an impact:
Lead teams providing operational and strategic planning, including fostering innovation, planning projects, and organizing and negotiating the allocation of resources.
Work closely with clients on reporting, escalations, and overall service satisfaction.
Collaborate and consult with Managed Service leaders on the overall advancement of the organization and Optiv in general.
Direct and drive KPI measurement, and process and documentation improvement.
Manage financial aspects of the group, including preparation for purchasing, budgeting, and budget review.
Manage staffing, including recruitment, supervision, scheduling, development, evaluation, and disciplinary actions.
Develop and maintain an educational environment where the knowledge and performance and morale of the group is constantly advancing.
Perform annual staff appraisals.
Establish and maintain regular written and in-person communications with the organization's executives, other group heads regarding pertinent activities.
Ensure client onboarding projects are delivered on-time, within scope and within budget.
Build and manage a team of highly motivated, customer-focused individuals to manage the overall success of service offerings and retention of clients.
Review and report service performance against operating plans and standards, working in collaboration with the services delivery teams to monitor program metrics and KPI's.
Drive program/client revenue growth by identifying cross-sell and upsell opportunities.
Present monthly and quarterly reports on service performance as requested or required both clients and Managed Services leadership.
Possession of excellent oral and written communication skills, including making clear and concise presentations to various audiences with an executive presence.
Performs other duties as required.
What we're looking for:
Bachelor's degree from a four-year college or university or equivalent work experience in a related field required.
Master's degree or equivalent in a related field preferred
10+ years of professional services experience.
10+ years leading customer service-oriented teams.
10+ years professional experience in managed services.
Experience selling professional services.
Experience delivering client services.
Advanced business acumen and technical savvy required.
Experience with reporting platforms.
Sharp analytical abilities and the ability to make sound decisions quickly required.
Proven ability to make decisions and perform complex problem-solving activities under pressure.
What you can expect from Optiv
A company committed to championing Diversity, Equality, and Inclusion through our Employee Resource Groups.
Work/life balance
Professional training resources
Creative problem-solving and the ability to tackle unique, complex projects
Volunteer Opportunities. “Optiv Chips In” encourages employees to volunteer and engage with their teams and communities.
The ability and technology necessary to productively work remotely/from home (where applicable)
EEO Statement
Optiv is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability, military or veteran status, or any other basis protected by federal, state, or local law.
Optiv respects your privacy. By providing your information through this page or applying for a job at Optiv, you acknowledge that Optiv will collect, use, and process your information, which may include personal information and sensitive personal information, in connection with Optiv's selection and recruitment activities. For additional details on how Optiv uses and protects your personal information in the application process, click here to view our Applicant Privacy Notice. If you sign up to receive notifications of job postings, you may unsubscribe at any time.
Auto-ApplySenior Director, Controller (Hybrid)
Draper, UT jobs
Progressive Leasing is a leading provider of in-store and e-commerce lease-to-own solutions. As an almost 20+ year old FinTech company that has gone from start-up to industry leader, we know how to innovate, simplify, and value all people. We are a company founded on our grit and we are constantly looking to the future. As an ever-evolving group of entrepreneurs and technologists, we strive to do the right thing period in all aspects of our work. We are a subsidiary of PROG Holdings (NYSE: PRG), an exciting FinTech holding company, with three business segments including Progressive, Vive Financial, and Four, a Buy Now Pay Later (BNPL) platform.
We are currently hiring a Controller to help grow our company and ensure our mission is achieved!
Employee Value Proposition (EVP): PROG is dedicated to providing people with opportunity-opportunity for inclusive collaboration, opportunity for innovation, and opportunity for development.
WE ARE: A team of accounting experts focused on recording, monitoring, and reporting on Progressive Leasing's financial wellness. Progressive Leasing is known for the high-quality assistance that we provide, and we love to continuously pursue excellence and compassion in all that we do! We are dedicated to creating a culture of belonging, inclusion, diversity, and equity in our teams and celebrate each individual's contributions and uniqueness.
YOU ARE: A strategic and hands-on accounting leader with deep expertise in U.S. GAAP, financial reporting, and operational accounting processes. You've led large, high-performing teams, implemented scalable systems, and partnered cross-functionally to drive smart business decisions. You have exceptional communication skills, a collaborative mindset, and a strong sense of ownership and accountability for your work and your team's success.
YOUR DAY-TO-DAY
* Lead a team of 30 accounting professionals, including managers and senior accountants.
* Oversee the general ledger, revenue, receivables, payables, and corporate accounting functions.
* Lead all core accounting processes, including AP/AR, bank reconciliations, and monthly close.
* Deliver accurate and timely financial reporting in compliance with GAAP, providing insights and recommendations to executive leadership.
* Implement and maintain internal controls to ensure financial integrity.
* Act as a strategic finance partner-collaborating with leaders across operations, technology, and sales to provide actionable insights.
* Mentor and develop the accounting team, cultivating a culture of excellence, efficiency, and continuous improvement.
* Identify opportunities for automation and process enhancement both within Finance and across the organization.
* Own the full month-end and year-end close processes, ensuring accuracy, timeliness, and adherence to internal and external reporting requirements.
* Work closely with Technology and finance systems teams to maintain and enhance the company's revenue recognition and reporting systems.
* Monitor and report on the accuracy of revenue data through analytical reviews, reconciliations, and variance analysis.
* Review and approve accounting entries, account reconciliations, and key journal entries prepared by team members.
* Ensure strong accounting controls and compliance with SOX requirements.
* Plan, direct, and coordinate special projects across accounting, finance, and operations.
* Partner with FP&A, Tax, Financial Reporting, and SOX compliance to ensure alignment of financial data across reporting functions.
* Key leader to drive continuous finance transformation improvements within Workday.
* Leverage technology to reduce manual processes and improve reporting accuracy and speed.
* Provide executive-level insight and recommendations regarding accounting policies, internal controls, and financial results.
* Serve as the primary liaison for external auditors and regulatory filings, including financial statements, 10-Qs, and 10-Ks.
* Collaborate strategic initiatives, integration efforts, and special transactions as needed.
* Evaluate accounting processes for continuous improvement opportunities and lead the implementation of agreed-upon enhancements.
* Serve as a key member of the Company's reserves committee and oversee reviews of critical financial measures across PROG Holdings.
YOU'LL BRING
* 10-12+ years of progressive accounting experience, including at least 4-5 years in a leadership role within a public company environment.
* CPA license required, with strong U.S. GAAP expertise and demonstrated ability to conduct technical research when needed.
* Background in public accounting (Big 4 or top regional firm)
* Experience leading financial statement preparation
* Experience with SQL and Workday ERP systems preferred.
* Excellent oral and written communication skills, including the ability to effectively present to senior executives and external stakeholders.
* Strong organizational, analytical, and project management skills.
* Proven ability to lead and mentor high-performing teams in a fast-paced environment.
* Ability to manage close procedures under tight deadlines and ensure accuracy across multiple entities.
* Deep understanding of complex lease accounting concepts, revenue recognition, and related compliance requirements.
* Strong work ethic, adaptability, and a commitment to operational excellence.
* Relationship-oriented with a collaborative style, attention to detail, and accountability mindset.
* Aptitude for understanding data flows and related accounting/financial statement implications.
* Tech-savvy with strong problem-solving, analytical, and cross-functional collaboration skills.
What We Offer:
* Competitive Compensation
* Full Health Benefits; Medical/Dental/Vision/Lif Insurance + Paid Parental Leave
* Company Matched 401k
* Paid Time Off + Paid Holidays + Paid Volunteer Hours
* Employee Resource Groups (Black Inclusion Group, Women in Leadership, PRIDE, Adelante)
* Employee Stock Purchase Program
* Tuition Reimbursement
* Charitable Gift Matching
Progressive Leasing welcomes and encourages diversity in the workplace. We do not discriminate in any aspect of employment on the basis of race, color, religion, national origin, ancestry, gender, sexual orientation, gender identity and/or expression, age, veteran status, disability, or any other characteristic protected by federal, state, or local employment discrimination laws where Progressive Leasing does business.
Auto-ApplyDirector, Corporate Development
Denver, CO jobs
Director, Corporate Development - Denver, CO
Are you looking for an opportunity to have a significant impact on key corporate strategies that will drive growth across the globe? Are you able to analyze complex data and translate to key leaders? Are you interested in joining a globally diverse organization where our unique contributions are recognized and celebrated, allowing each of us to thrive? Join Western Union as Senior Manager, Corporate Development.
Western Union powers your pursuit.
The Corporate Development Director will lead the evaluation and execution of M&A transactions. This individual will work across all aspects of the deal process including qualitative and quantitative analysis to support targeting, preparing deal overviews and recommendations to senior management, financial modeling, due diligence, transition and post-merger integration, and investment performance tracking. This person should have strong work ethic and be comfortable working in a fast-paced environment, often supporting multiple projects in parallel. The Corporate Development Director will report to the Head of Corporate Development.
Role Responsibilities
Lead M&A projects by facilitating due diligence and conducting financial analysis.
Lead industry research, market intelligence and competitive benchmarking to evaluate and prioritize M&A and new business opportunities.
Engage business unit leaders to drive and execute the M&A strategy.
Valuation modelling and comparable analysis (public peers, precedent transactions, intrinsic valuation), as well as contract structuring and finalization.
Build and maintain strategic relationships with industry stakeholders, including bankers, corporations, and start-ups, to stay current on industry trends and opportunities.
Prepare high-quality presentation materials to senior leaders and key stakeholders.
Ad-hoc analysis for senior management.
Role Requirements
A minimum of 10 years of experience in investment banking, valuation, private equity, or corporate / business development.
History of leading M & A projects, prioritizing multiple stakeholders with limited resources.
Expert financial modeling skills and acumen of valuation methodologies.
Excellent written and oral communication skills.
Proficient in PowerPoint to create presentations to senior executives.
Strong project management skills, with the ability to lead cross-functional teams.
Experience in Financial industry (FinTech, Banking, etc.)
Progress towards CFA or other financial certification is preferred.
We make financial services accessible to humans everywhere. Join us for what's next.
Western Union is positioned to become the world's most accessible financial services company -transforming lives and communities. We're a diverse and passionate customer-centric team of over 8,000 employees serving 200 countries and territories, reaching customers and receivers around the globe. More than moving money, we
design easy-to-use products and services for our digital and physical financial ecosystem that help our customers move forward.
Just as we help our global customers prosper, we support our employees in achieving their professional aspirations. You'll have plenty of opportunities to learn new skills and build a career, as well as receive a great compensation package. If you're ready to help drive the future of financial services, it's time for Western Union. Learn more about our purpose and people at *********************************
Salary
The on-target earnings range is $171,840 -$229,120 per year, which includes a base salary and short-term incentives that align with individual and company performance. Actual salaries will vary based on candidates' qualifications, skills, and competencies.
Benefits
You will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few (*********************************global-benefits/). Please see the location-specific benefits below and note that your Recruiter may share additional role-specific benefits during your interview process or in an offer of employment.
Your United States - specific benefits include:
Family First Program
Flexible Time off
Medical, Dental and Life Insurance
Tuition Assistance Program
Parental Leave
Western Union values in-person collaboration, learning, and ideation whenever possible. We believe this creates value through common ways of working and supports the execution of enterprise objectives which will ultimately help us achieve our strategic goals. By connecting face-to-face, we are better able to learn from our peers, problem-solve together, and innovate.
Our Hybrid Work Model categorizes each role into one of three categories. Western Union has determined the category of this role to be Hybrid. This is defined as a flexible working arrangement that enables employees to divide their time between working from home and working from an office location. The expectation is to work from the office a minimum of three days a week.
For residents of Colorado, California, Connecticut, Delaware, Minnesota, and Pennsylvania: Please do not respond to any questions on this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information.
We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws.
Estimated Job Posting End Date:
11-10-2025
This application window is a good-faith estimate of the time that this posting will remain open. This posting will be promptly updated if the deadline is extended or the role is filled.
Auto-ApplySenior Director of Foundation Giving
Santa Clara, CA jobs
Senior Director of Foundation GivingPosition Type:RegularHiring Range:
$129,000- $161,265 per year,
c
ompensation will be based on education, experience, skills relevant to the role, and internal equity.
Pay Frequency:Annual The Senior Director of Foundation Giving will be a senior contributing member of the Institutional Giving team, supporting the faculty, staff, and leadership of Santa Clara University to create lasting and mutually beneficial relationships and funded partnerships with private, community, and corporate foundations. Institutional Giving works closely with academic schools and colleges, interdisciplinary centers, academic leadership, and select non-academic divisions to secure philanthropic gifts, grants, and sponsorships for projects and programs identified as University priorities. This role emphasizes the development of complex proposals supporting research, academic programming, and community partnerships for submission to major private and corporate foundations, often with multiple internal stakeholders and external partners.The successful candidate will be a professional with excellent verbal and written communication, a strategic thinker, and a problem solver capable of helping teams hone and communicate structured project plans, compelling impact propositions, and competitive measurement and evaluation strategies. A successful candidate must possess strong relationship management skills and consistently support high-level proposal submissions on behalf of the Institutional Giving team. Familiarity working with faculty, top corporate and foundation executives, and community leaders is desired. Applicants should be accustomed to and comfortable with receiving and applying feedback and advice to improve performance. Additionally, applicants should demonstrate a history of success in their prior field/position and an ability to lead and manage interdisciplinary project teams and workflows to successfully achieve goals. The primary focus is on funding proposals above $100,000.
This position is eligible for a remote work schedule in the following states: California, Nevada, Oregon, Washington, Arizona, and Illinois
ESSENTIAL DUTIES AND RESPONSIBILITIESSpecifically, the Senior Director will:
Consistently achieve fundraising performance metrics in support of priority initiatives set forth by university leadership.
Develop, implement, and manage a comprehensive portfolio of fundraising prospects, including regularly reviewing, evaluating, and responding to requests for proposals (RFPs), funding announcements, and information on limited submission opportunities;
Manage the proposal generation process for all prospects under management. This includes advising on alignment and strategic positioning with funder priorities, reviewing and revising proposals to maximize appeal, and providing documentation for applications and agreements;
Coordinate stewardship and reporting requirements for all managed prospects, collaborating with the Assistant Director of Institutional Gifts and Stewardship.
Work closely with university administrators, faculty, and other development personnel to build awareness and expand positive fund-raising relationships with foundations.
Partner with Sponsored Projects Office to support effective collaboration and provide resources to faculty on common work, promoting a culture of grant seeking at SCU and strengthening the capacity of the faculty to compete favorably for regional, national, and international research grants.
Develop relationships with foundation directors, program officers, and executives on behalf of the University, arranging opportunities for foundation and corporate administrators to visit the campus.
Personally manage a portfolio of top foundation prospects and maintain a personal fundraising performance goal of $2-$3M annually.
Represent Institutional Giving at various cultivation and fundraising events, working with University Advancement.
Ensure Santa Clara University Advancement protocols are followed in all aspects of the donor process, including gift processing and acknowledgment, prospecting, soliciting, and stewarding.
Track progress and results, following SCU's prospect management guidelines.
Other duties as assigned.
PROVIDES WORK DIRECTION
Not applicable.
QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The items below are representative of the knowledge, skills, abilities, education, and experience required or preferred.1. Knowledge
Possesses knowledge of the leading institutional philanthropy trends in the Institutional Giving industry and experience utilizing these approaches effectively to secure funding.
Understands how to develop and communicate institutional value and impact propositions, including formal logic models with compelling measurement and evaluation plans.
Proficient fundraising database management experience (with Blackbaud CRM is ideal)
Demonstrated knowledge of communication media: virtual and print.
Knowledge and experience using technology to enhance communications and operational efficiencies in the office.
Working knowledge of developing programmatic budgets.
Understanding and appreciation of the mission of Santa Clara University and the vision and values of a Jesuit Catholic educational institution.
2. Skills
Exceptional interpersonal and communication skills, written and oral.
Excellent verbal and written communication skills.
Strong research and analytical skills.
Proficiency in database administration and reporting.
Strong organizational skills, attention to detail, and follow-through.
Excellent computer skills; proficiency in using advanced functions of word processing, Excel spreadsheets, PowerPoint, database, and web resources.
3. Abilities
Practices a high level of integrity and honesty in maintaining confidentiality.
Self-starter, capable of working independently and/or collaboratively, as appropriate.
Able to manage multiple projects simultaneously, prioritizing and completing according to importance and impact.
Ability to work effectively with various audiences, including senior internal and external program and grantmaking leaders.
Demonstrated sound judgment in situations requiring independent decision-making and in handling highly confidential and sensitive material.
4. Education & Experience
Required Education: Bachelor's degree, Master's degree preferred.
8+ years of related professional experience required.
Minimum Field of Expertise: 3-5 years of progressive and measured fundraising experience in higher education, with preference given to candidates with foundation development experience with nationally recognized institutional donors.
Demonstrated experience working as part of a collaborative team in Institutional Giving or Corporate and Foundation Relations at other higher-education institutions.
Experience leading multi-year institutional funding proposals across disciplinary topics and themes, including arts, humanities, social sciences, and technical areas, is preferred.
Valid driver's license required.
PHYSICAL DEMANDS The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. In accordance with the Americans with Disabilities Act, as amended, the California Fair Employment & Housing Act, and all other applicable laws, SCU provides reasonable accommodations for qualified persons with disabilities. A qualified individual is a person who meets skill, experience, education, or other requirements of the position, and who can perform the essential functions of the position with or without reasonable accommodation.
Considerable time is spent at a desk using a computer terminal.
May be required to travel to other buildings on the campus.
May be required to attend conference and training sessions within Bay Area or in- or out-of-state locations.
May be required to occasionally travel.
WORK ENVIRONMENT The work environment characteristics described below are representative of those an employee encounters while performing the essential functions of this job.
Typical office environment.
Mostly indoor office environment with windows.
Offices with equipment noise.
Offices with frequent interruptions.
Driving related to meetings with external constituents.
Meeting with external constituents at off-campus locations including other offices, restaurants, other private and public venues.
Telecommute
Santa Clara University is registered to do business in the following states: California, Nevada, Oregon, Washington, Arizona, and Illinois. Employees approved to telecommute are required to perform their work within one of these states.
EEO Statement
Equal Opportunity/Notice of Nondiscrimination
Santa Clara University is an equal opportunity employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, ethnicity, national origin, citizenship, ancestry, religion, age, sex, sexual orientation, gender, gender expression, gender identity, marital status, parental status, veteran or military status, physical or mental disability, medical conditions, pregnancy or related conditions, reproductive health decision making, or any other characteristic protected by federal, state, or local laws. For a complete copy of Santa Clara University's equal opportunity and nondiscrimination policies, please visit the Office of Equal Opportunity and Title IX website at ******************************
Clery Notice of Availability
Santa Clara University annually collects information about campus crimes and other reportable incidents in accordance with the federal Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act. To view the Santa Clara University report, please visit the Campus Safety Services website. To request a paper copy please call Campus Safety at **************. The report includes the type of crime, venue, and number of occurrences.
Americans with Disabilities Act
Consistent with its obligations under the law, Santa Clara University will provide reasonable accommodations to applicants and employees with disabilities. Applicants who wish to request a reasonable accommodation for any part of the application or hiring process should contact the Department of Human Resources ADA Team at hraccommodations@scu.edu or by phone at *************.
Auto-ApplySenior Director, Client Services
Remote
About Us:
Aperio Philanthropy is a fundraising consulting firm that partners with nonprofits to realize their fundraising potential. We provide hands-on support that generates
sustainable
revenue growth and enables organizations to
thrive
.
Aperio was created for fundraisers by fundraisers. Every member of our team has successfully raised funds at leading nonprofits nationwide. With on-the-ground experience, we understand that the barrier to growth is rarely knowing
what
to do but rather
how
to get it done among competing priorities.
To simplify the path to growth, we've distilled proven approaches into a clear roadmap that
any
nonprofit can follow. Our services accelerate progress along that roadmap-unlocking new revenue at every step. We're savvy strategists, but more importantly, we go beyond great ideas and work alongside fundraising teams to implement them.
The result is new, sustainable revenue for the missions that are changing our world.
About Our Team:
Every member of our team was drawn to Aperio by a craving to see nonprofits
thrive
-to escape the toxic ‘survival mode' that holds back so many important missions and harms clients, staff, volunteers, and donors alike. We believe that nonprofits are
vital
to our society-that to create thriving communities, we need thriving nonprofits.
We believe that for any community, organization, or company to thrive,
every individual
in the community must have the space, resources, and support to thrive. For that reason, we work intentionally every day to create an environment with ample space for creativity, exploration, professional growth, and personal expression. We actively invest in anti-racism and anti-discrimination in our own company and our sector.
Our culture is relentlessly professional and rigorous, but simultaneously open and warm. We are collaborative, give each other honest feedback, and don't micromanage each other. We engage each other, our clients, and our community members as
people first
, ensuring that we are supporting each other's whole selves, not just the work at hand.
We value the combined power of:
Results-orientation
Creativity
Simplification
Authenticity
We believe that with a clear goal, a fresh set of eyes, a little bit of organization, and an infusion of confidence, every organization can be propelled to a new level of impact
About You:
You are inspired by what you've just read and driven to contribute what you've learned from on-the-ground fundraising to our vision of seeing nonprofits
thrive
. You believe that fundraising changes the lives of all involved-those served by the mission, the donors who fuel the work, and volunteers and staff.
You are adept at understanding people's personal needs and motivations and uncovering alignment with your own objectives. You create win-win partnerships that leave people more confident and more capable of impact. You are ambitious on behalf of important causes, with a genuine desire to change the world.
You are authentic in your interactions with others. You build trust easily, communicate clearly, listen actively, ask good questions, and inspire loyalty. You maintain the highest standards of integrity at every step of the way.
About the Role:
The Senior Director, Client Services serves as a leader at Aperio, with responsibility for creating a sustainable pipeline of partnerships and delivering on promises to clients. In collaboration with Aperio's senior leadership team, the Senior Director optimizes the impact, health, vibrancy, and sustainability of Aperio's client services through the full development of our team's talent and potential. Day-to-day, the Senior Director spends the majority of their time on direct client services, leading partnerships, contributing to work products, and guiding account teams. In addition, the Senior Director serves as a leader and mentor to staff through the formal mentorship program and informal interactions. The Senior Director manages a portfolio of relationships with prospective partners, serves as the face of Aperio externally, and proactively cultivates a personal thought-leadership role in our community and industry. The Senior Director advances and operationalizes our core values and models an open, growth-orientation every day.
Client services responsibilities (75%)
The Senior Director contributes to a range of client projects in advisory, project lead, or account team member roles. At any given time, the Senior Director works on a portfolio of 5-10 active clients in one of these roles. When serving as an ‘Advisor' on the account team, the Senior Director is responsible for leading an account team to success in exceeding client expectations, growing partnerships, and developing Aperio talent; the Senior Director provides strategic direction, day-to-day guidance, and ‘apprenticeship' opportunities to account team. When serving in other capacities on an account team, the Senior Director brings the highest quality of service in fulfillment of client deliverables, in close collaboration with other staff and partners. Throughout all client work, the Senior Director will:
Adopt a client-centric approach and provide each client with an exceptional experience
Continually seek to understand the client's end goals, business models, and definition of success for the partnership
Create strategies for the account team to deliver on promises to clients, using all available resources, aligning with Aperio's model and methodologies, and investing time/energy to highest and best use
Foster alignment and collaboration among the account team
Optimize partnership impact and relationship quality, thinking and working beyond the current scope of work to future opportunities
Optimize project efficiency and profitability
Leverage each client project to develop Aperio's talent by providing shadowing, coaching, and other learning opportunities and providing clear, real-time feedback
Leverage each client project to build the capacity of the company by enhancing, templatizing, and cross-pollinating resources in collaboration with Strategic Services
Establish clear roles and responsibilities for account team members
Meet with account teams regularly in accordance with Aperio's governance model
Direct staff to samples, tools, templates, training, coaching and other resources available through Strategic Services, peers, and other account teams
Support staff in removing barriers and resolving conflicts
Lead or participate in leadership- and board-level meetings
Lead or participate in strategic and major capacity-building work sessions
Serve as the strategic partner for the client's senior leadership
Contribute strategies for revenue growth and complex initiatives
Review and contribute to major deliverables to align with client needs and expectations
Ensure that external subject-matter experts and partners are used to highest and best use
Leadership & mentorship (10%)
The Senior Director serves as a leader and resource to the staff, providing both formal and informal mentorship that enhances the professional development and optimization of each team member. Additionally, the Senior Director leads and implements capacity-building projects to support the growth and efficiency of the organization.
Lead a cohort of 5-7 mentees as a mentor in Aperio's formal staff mentorship program
Facilitate regular gatherings and conversations among cohort members (as outlined in the mentorship program governance model) to contribute to a welcoming, supportive environment where staff can growth and thrive
Lead implementation of select strategic/capacity-building projects, such as developing a ‘focus area', developing service delivery methodologies, and/or defining ‘playbooks'
Proactively identify capacity-building opportunities and collaborate with other members of the Aperio team to advance them
Leverage project-management best practices to advance special initiatives and projects
Contribute to Aperio's efforts to fight racism and discrimination, especially in nonprofits, fundraising, and philanthropy
Provide feedback openly, constructively, and regularly
Receive feedback openly, constructively, and regularly
Business development (15%)
The Senior Director proactively and actively contributes to company growth strategies. As the face of Aperio in the community, the Senior Director will:
Personally build and engage a portfolio of 50-100 strategic relationships, sourced from personal networks and cold outreach
Manage extension, upgrade, and referral conversations with current clients, optimizing opportunities for partnership growth
Participate in and/or lead new partnership conversations
Represent Aperio leadership during proposals presentations, as requested
Build a personal brand as a thought leader in the nonprofit and fundraising community, proactively seeking opportunities to present and participate in conferences, workshops, and webinars hosted by Aperio and other industry groups
Create articles and videos that educate, equip, and inspire nonprofit leaders and fundraisers
Promote and engage with Aperio content across social media channels
Qualifications:
10+ years' experience in relationship-based fundraising (major gifts, foundations, or corporate partnerships), including 5+ years' experience focusing full-time on generating philanthropic revenue from a portfolio of individuals, foundations, and/or companies
Demonstrated ability to lead, manage, develop, and grow large and complex teams
Diverse nonprofit experience-including experience in organizations with $50 million+ in annual revenue-preferred
Demonstrated ability to efficiently manage a portfolio of relationships and grow revenue from that portfolio year-over-year
Experience soliciting $100,000+ gifts
Experience managing complex projects to successful completion
Outstanding organizational and time-management skills and ability
Ability to inspire and hold accountable diverse internal and external stakeholders
Experience partnering with volunteer and staff leadership on donor relationships and/or projects
Ability to analyze and interpret data and apply insights to strategy
Demonstrated ability to leverage metrics to improve the donor experience and fundraiser performance
Superb relationship management, interpersonal, and communication (written and oral) skills
Strong storytelling and public speaking skills
Strong understanding of technology systems pertinent to major gifts (Salesforce and Raiser's Edge a plus)
Openness to the ever-changing, dynamic environment of a start-up company
Eagerness to learn new knowledge and skills
Ability to travel for assignments, as needed, up to 50% of time
Location
Currently, this role combines remote work-from-home and frequent travel to spent time onsite with clients and meet with Aperio team members.
To facilitate work-from-home, Aperio provides essential technology equipment and a monthly mobile phone reimbursement of $75 per month.
Compensation
Aperio is pleased to offer competitive compensation and benefits, as well as accelerated career development opportunities.
Base compensation for this role is $120,000 - $135,000 commensurate with experience in executive leadership, business development, and portfolio-focused, relationship-based fundraising. Bonus and promotion opportunities available.
Benefits include:
Paid time off (PTO) starting at 4 weeks per year, which includes 10 days of sick time and 10 days of vacation time
10-18 holidays per year, including closure over the year-end holidays
Summer Fridays observed between the Friday before Memorial Day and the Friday before Labor Day
Medical, dental, and vision insurance
401K with a nonelective company contribution of 3% of your compensation, regardless of whether you make employee contributions
Auto-ApplyBusiness Operations Director - Transformation & Strategic Initiatives
Columbus, OH jobs
Join a premier global financial institution and help shape the future of operations. As a key member of our leadership team, you will drive impactful change and deliver innovative solutions. Collaborate with senior leaders and cross-functional partners to set a bold vision for operational excellence. Inspire high-performing teams and foster a culture of continuous improvement. Make a lasting impact on our customers, employees, and business outcomes.
As a Business Operations Director - Transformation & Strategic Initiatives at JPMorgan Chase within the Consumer & Community Banking Operations team, you will define and execute a multi-year transformation roadmap. You will leverage industry best practices and emerging technologies to deliver end-to-end improvements in customer and employee experiences. This role requires strong collaboration with senior leadership, business partners, and external advisors. You will ensure alignment with strategic objectives and deliver measurable wins along the way. The position is based in Columbus, OH; Wilmington, DE; Indianapolis, IN; Heathrow, FL; or Tampa, FL.
You will serve as a thought leader in operations, bringing expertise in large-scale change initiatives and consulting or advisory roles. The role involves championing a culture of innovation, agility, and continuous improvement. You will oversee operational risk identification and mitigation, ensuring compliance with regulatory requirements. The successful candidate will inspire and mentor teams, fostering collaboration and high performance. This is an opportunity to drive transformation at scale and influence the strategic direction of our operations function.
**Job Responsibilities**
+ Define and communicate a compelling vision for the future of operations, aligned with organizational goals and industry trends.
+ Lead the design and delivery of large-scale transformation programs to enhance efficiency, customer experience, and risk management.
+ Build and maintain strong relationships with senior leadership, business partners, and external advisors to ensure alignment and successful execution.
+ Champion a culture of innovation, agility, and continuous improvement using structured change management methodologies.
+ Oversee the identification and mitigation of operational risks, ensuring robust controls and regulatory compliance.
+ Inspire, mentor, and develop high-performing teams, fostering an open and collaborative culture.
+ Develop and present robust business cases for strategic initiatives.
+ Manage multiple priorities and deliver results under tight deadlines.
+ Leverage data, technology, and process reengineering to drive operational improvements.
+ Monitor progress and measure outcomes to ensure sustained results.
+ Serve as a trusted advisor to stakeholders at all levels.
**Required Qualifications, Capabilities, and Skills**
+ Several years experience as an Executive Director or similar external position
+ Minimum of 10 years of experience in operations and/or technology, ideally in consumer banking.
+ Bachelor's degree in Business Administration, Operations Management, or a related field.
+ Proven track record of leading complex, cross-functional initiatives in a highly regulated environment.
+ Experience in consulting or advisory roles, with demonstrated ability to influence at the executive level.
+ Strong analytical and problem-solving skills.
+ Excellent communication and interpersonal skills.
+ Demonstrated ability to manage multiple priorities and deliver results under tight deadlines.
+ Experience with structured change management methodologies (e.g., Prosci ADKAR).
+ Ability to develop and present robust business cases.
+ Strong stakeholder engagement skills and team leadership and talent development.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong understanding of consumer banking operations and technology.
+ MBA or advanced degree preferred.
+ Experience with data-driven transformation initiatives.
+ Familiarity with industry best practices in operational excellence.
+ Ability to foster a culture of innovation and continuous improvement.
+ Experience working with external advisors and consultants.
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
Business Operations Director - Transformation & Strategic Initiatives
Columbus, OH jobs
Join a premier global financial institution and help shape the future of operations. As a key member of our leadership team, you will drive impactful change and deliver innovative solutions. Collaborate with senior leaders and cross-functional partners to set a bold vision for operational excellence. Inspire high-performing teams and foster a culture of continuous improvement. Make a lasting impact on our customers, employees, and business outcomes.
As a Business Operations Director - Transformation & Strategic Initiatives at JPMorgan Chase within the Consumer & Community Banking Operations team, you will define and execute a multi-year transformation roadmap. You will leverage industry best practices and emerging technologies to deliver end-to-end improvements in customer and employee experiences. This role requires strong collaboration with senior leadership, business partners, and external advisors. You will ensure alignment with strategic objectives and deliver measurable wins along the way. The position is based in Columbus, OH; Wilmington, DE; Indianapolis, IN; Heathrow, FL; or Tampa, FL.
You will serve as a thought leader in operations, bringing expertise in large-scale change initiatives and consulting or advisory roles. The role involves championing a culture of innovation, agility, and continuous improvement. You will oversee operational risk identification and mitigation, ensuring compliance with regulatory requirements. The successful candidate will inspire and mentor teams, fostering collaboration and high performance. This is an opportunity to drive transformation at scale and influence the strategic direction of our operations function.
Job Responsibilities
Define and communicate a compelling vision for the future of operations, aligned with organizational goals and industry trends.
Lead the design and delivery of large-scale transformation programs to enhance efficiency, customer experience, and risk management.
Build and maintain strong relationships with senior leadership, business partners, and external advisors to ensure alignment and successful execution.
Champion a culture of innovation, agility, and continuous improvement using structured change management methodologies.
Oversee the identification and mitigation of operational risks, ensuring robust controls and regulatory compliance.
Inspire, mentor, and develop high-performing teams, fostering an open and collaborative culture.
Develop and present robust business cases for strategic initiatives.
Manage multiple priorities and deliver results under tight deadlines.
Leverage data, technology, and process reengineering to drive operational improvements.
Monitor progress and measure outcomes to ensure sustained results.
Serve as a trusted advisor to stakeholders at all levels.
Required Qualifications, Capabilities, and Skills
Several years experience as an Executive Director or similar external position
Minimum of 10 years of experience in operations and/or technology, ideally in consumer banking.
Bachelor's degree in Business Administration, Operations Management, or a related field.
Proven track record of leading complex, cross-functional initiatives in a highly regulated environment.
Experience in consulting or advisory roles, with demonstrated ability to influence at the executive level.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills.
Demonstrated ability to manage multiple priorities and deliver results under tight deadlines.
Experience with structured change management methodologies (e.g., Prosci ADKAR).
Ability to develop and present robust business cases.
Strong stakeholder engagement skills and team leadership and talent development.
Preferred Qualifications, Capabilities, and Skills
Strong understanding of consumer banking operations and technology.
MBA or advanced degree preferred.
Experience with data-driven transformation initiatives.
Familiarity with industry best practices in operational excellence.
Ability to foster a culture of innovation and continuous improvement.
Experience working with external advisors and consultants.
Auto-ApplyDirector of Enterprise Technology Program Management
Columbus, OH jobs
The Director of Enterprise Technology Program Management role will lead and oversee the Northwest Bank's technology transformation initiatives, with the CRM implementation as a key program under its purview. This role will be responsible for driving the successful execution of enterprise-wide technology programs, ensuring alignment with business objectives, regulatory requirements, and customer-centric innovation.
The ideal candidate is a seasoned program leader with a proven track record in enterprise technology transformation, large-scale program management, and stakeholder engagement in financial services.
Essential Functions
• Develop and execute the bank's technology program management strategy, ensuring alignment with business goals and digital transformation initiatives.
• Oversee a portfolio of enterprise technology programs, including but not limited to CRM implementation, data modernization, cloud migration, and core banking enhancements.
• Provide strategic leadership for the bank's CRM transformation initiative, ensuring seamless integration with existing banking systems and alignment with customer engagement strategies
• Establish governance frameworks, methodologies, and best practices for enterprise-wide technology project execution.
• Work closely with executive leadership, business unit heads, and technology teams to align enterprise technology programs with strategic objectives
• Drive cross-functional collaboration to break down silos and foster a culture of digital innovation and transformation.
• Lead change management efforts, ensuring smooth adoption of new technologies across the organization.
• Act as a key liaison between business stakeholders, IT teams, and third-party vendors, ensuring CRM capabilities enhance operational efficiency and customer experience.
Additional Essential Functions
• Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment
Safety and Health for those without supervisory duties
• Abide by the rules of the safety and loss prevention program
• Perform work tasks in a safe manner
• Report any and all injuries to supervisor
• Know what to do in case of an emergency
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's Degree Technology, Business, or a related field
Master's Degree Technology, Business, or a related field
Work Experience
6 - 8 years enterprise technology program management, IT strategy, or digital transformation in the financial services sector.
6 - 8 years Proven experience managing large-scale technology implementations, including CRM, cloud, data platforms, and core banking systems.
General Employee Knowledge, Skills, and Abilities
• Ability to establish effective working relationships among team members and participate in solving problems and making decisions
• Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
• Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
• Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
• Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplyDirector of Enterprise Technology Program Management
Independence, OH jobs
The Director of Enterprise Technology Program Management role will lead and oversee the Northwest Bank's technology transformation initiatives, with the CRM implementation as a key program under its purview. This role will be responsible for driving the successful execution of enterprise-wide technology programs, ensuring alignment with business objectives, regulatory requirements, and customer-centric innovation.
The ideal candidate is a seasoned program leader with a proven track record in enterprise technology transformation, large-scale program management, and stakeholder engagement in financial services.
Essential Functions
* Develop and execute the bank's technology program management strategy, ensuring alignment with business goals and digital transformation initiatives.
* Oversee a portfolio of enterprise technology programs, including but not limited to CRM implementation, data modernization, cloud migration, and core banking enhancements.
* Provide strategic leadership for the bank's CRM transformation initiative, ensuring seamless integration with existing banking systems and alignment with customer engagement strategies
* Establish governance frameworks, methodologies, and best practices for enterprise-wide technology project execution.
* Work closely with executive leadership, business unit heads, and technology teams to align enterprise technology programs with strategic objectives
* Drive cross-functional collaboration to break down silos and foster a culture of digital innovation and transformation.
* Lead change management efforts, ensuring smooth adoption of new technologies across the organization.
* Act as a key liaison between business stakeholders, IT teams, and third-party vendors, ensuring CRM capabilities enhance operational efficiency and customer experience.
Additional Essential Functions
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
Safety and Health for those without supervisory duties
* Abide by the rules of the safety and loss prevention program
* Perform work tasks in a safe manner
* Report any and all injuries to supervisor
* Know what to do in case of an emergency
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's Degree Technology, Business, or a related field
Master's Degree Technology, Business, or a related field
Work Experience
6 - 8 years enterprise technology program management, IT strategy, or digital transformation in the financial services sector.
6 - 8 years Proven experience managing large-scale technology implementations, including CRM, cloud, data platforms, and core banking systems.
General Employee Knowledge, Skills, and Abilities
* Ability to establish effective working relationships among team members and participate in solving problems and making decisions
* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplyVP, Operational Risk and Resilience - PGIM Risk and Enablement (Hybrid)
Newark, NJ jobs
Job Classification: Corporate - Risk A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.
We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers!
If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today.
At PGIM, You Can!
What you will do
As VP, Operational Risk and Resilience you will be part of the PGIM O&I Risk & Enablement team, where you will provide oversight of Operational risk and Business Resiliency programs for PGIM, domestically and internationally.
In this role you will be responsible for driving initiatives to reduce risk, monitor critical business services, improve resiliency, and adhere to local regulatory expectations. You will ensure that effective recovery plans are in place and in compliance with the firm's overall resiliency strategies for effective continuity of operations in crisis events, to reduce resiliency risk and validate recovery strategies.
In this capacity you will work closely with the Risk and Enablement team leadership to set strategic direction, design, challenge, and implement business continuity plans for functions and people businesses across the PGIM.
This position is based in Newark, NJ. Our organization follows a hybrid work structure where employees can work remotely and/ from the office, as needed, based on demands of specific tasks or personal work preferences. Working from the office is encouraged when working on tasks that require a high degree of collaboration.
What you can expect
* Drive efforts around education, awareness, and adoption of the Business Resiliency Risk program within PGIM by engaging with affiliates in risk awareness, tracking, resilience decisions and planning.
* Influence firmwide team in building frameworks that improve overall risk / resilience management. Maintain strong relationships across all affiliates to facilitate robust planning, solutions, and controls.
* Ensure good engagement in threat awareness, exercises, testing, assurance, and other awareness, and contributing to projects designed to introduce/improve processes and tools to enhance the firm's risk management and recovery capabilities.
* Partner with Resilience teams across Prudential and other PGIM affiliates.
* Perform annual BCP tests on internal and industry drills to exercises and maintain test documentation in accordance with regulatory requirements.
* Partner with Operational Risk, Internal Audit, Third Party Risk Management, and other Risk Partners to ensure regulatory requirements are being met and comply with the firm's resiliency strategy.
* Act as a trusted advisor to business divisions for business resilience, providing appropriate guidance, business simulations and training on tools and risk mitigation strategies.
* Independently develop appropriate reporting and communication
* Resolve complex issues and influence business outcomes through collaboration with other business groups and central functions.
* Maintain relationships and acts as a trusted advisor to senior business management.
* Maintains strong industry perspective with awareness of evolving risks and practices.
* Leads a small staff dedicated to the business.
What you will bring
* Bachelor's degree required.
* Minimum of 10-15 years of risk management Industry experience.
* Deep knowledge of risk management, business continuity management, and operational resilience principles and practices, as well as exceptional organizational and communication skills
* The ideal candidate will be a natural leader with the ability to effectively manage multiple stakeholders, prioritize objectives, and drive significant change in a fast-paced, constantly evolving environment.
* Strategic thought leader with proven ability to manage ambiguity and propose workable solutions to challenging problems.
* Independent thinker, able to think across silos.
* Superior communication skills that project credibility and reliability
* Excellent analytical and problem-solving skills.
* Willingness to learn and ability to learn new skills and knowledge on an ongoing basis through self-initiative and tackling challenges.
What will set you apart?
* Prior working experience in financial services industry, trading and/or asset management is preferred.
* The ideal candidate will be a natural leader with the ability to effectively manage multiple stakeholders, prioritize objectives, and drive significant change in a fast-paced, constantly evolving environment.
* We know not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $200,000 to $230,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
About PGIM Operations and Innovation Group (O&I)
PGIM Operations and Innovation drives digital transformation, modern data analytics, and operational excellence across PGIM in partnership with our business and corporate functions. We are aligned into seven verticals to drive innovative solutions and deliver operational services that contribute to PGIM being a world-class investment manager. Our workstreams operate in a collaborative, agile manner and foster a strong community focused on most relevant emerging technologies and best-in-class solutions.
About PGIM - Global Asset Management
PGIM is the global asset management business of Prudential Financial, Inc. (NYSE: PRU), a leading global investment manager with nearly US$1.2 trillion in assets under management as of 30th December,2022. With offices in 18 countries, PGIM's businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate and alternatives.
#LI-HYBRID
What we offer you:
* Market competitive base salaries, with a yearly bonus potential at every level.
* Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
* 401(k) plan with company match (up to 4%).
* Company-funded pension plan.
* Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
* Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
* Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
* Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
Auto-ApplySr Dir Product Marketing
New York jobs
CME Group is the world's leading derivatives marketplace. Central to our business is the Commodity product portfolio-spanning Agriculture, Energy, and Metals-which anchors the Exchange's origins and provides critical hedging and price discovery capabilities relied upon by farmers, corporations, and financial institutions, alongside highly liquid trading opportunities for global institutional and individual investors. This vertical is a key growth driver, poised for expansion with an exciting pipeline of new offerings.
The Opportunity
We are seeking a strategic leader to join as the Head of Commodity Product Marketing. This global role is ideal for an individual with a strong understanding of and interest in Commodity markets.
You will lead a team of Marketing Managers to develop and execute strategic marketing plans that support key business priorities. Your primary goal is to drive growth by building product awareness, driving consideration, capturing leads, and supporting both new client acquisition and the growth of existing client relationships.
This position requires a proven leader who can manage direct reports, lead cross-functional teams, and partner with stakeholders to translate business goals into effective marketing campaigns. You will report to the Head of Product Marketing.
What You'll Do (Responsibilities)
Set Marketing Strategy: Define the near- and long-term strategic marketing course to drive incremental revenue for the Commodity portfolio.
Team Leadership: Lead and mentor a team of individual Marketing Managers, guiding their efforts across the Energy, Agriculture, and Metals asset classes.
Cross-Functional Partnership: Partner with business heads, sales, and marketing leadership. Collaborate closely with Business Line Managers, digital marketing, and Corporate Brand & Communications to deliver timely, impactful marketing.
Campaign Development: Gain an in-depth understanding of each business line, its offerings, and customer value propositions. Use this to develop and implement multi-channel digital marketing campaigns tailored to different client segments.
Drive Business Outcomes: Focus all marketing efforts on driving new business, generating a pipeline of prospects for sales, and achieving revenue goals.
Data-Driven Decisions: Leverage data and insights to drive strategic targeting, ongoing performance measurement, and impactful program optimization.
Budget Management: Manage dedicated media and operating budgets with a strong focus on ROI.
Market Intelligence: Intimately understand and monitor the competitive landscape and follow trends impacting the markets to ensure CME products are optimally positioned.
Third Party Relationship management: Build and nurture relationships with key industry partners like Platts, Argus, FastMarkets, and other price reporting agencies (PRAs).
What You'll Bring (Qualifications)
Experience: 15+ years of considerable, relevant marketing experience.
Industry Knowledge: Exposure to Commodity markets and/or the financial industry is required. You are excited by trading and markets.
Leadership: Proven track record of leading impactful marketing programs and experience leading a team.
Marketing Expertise: Demonstrable success in delivering multi-channel digital marketing campaigns including paid display, search, social and owned properties like web and mobile. Experienced in the development, implementation, and measurement of multi-channel marketing programs. Skilled in tailoring marketing strategies to different audience segments, roles, and geographies.
Collaboration: Highly effective in working as part of a global, cross-functional team to deliver marketing results
Communication: A persuasive and passionate communicator, skilled at stakeholder management.
Mindset: You possess an entrepreneurial spirit and a ‘Yes, and' mindset. You are comfortable making decisions, managing projects, and meeting strict deadlines. You enjoy constantly learning to make an impact.
Technical Skills:
Google Workspace, Microsoft Office
Salesforce
Marketing automation platforms (e.g., Marketing Cloud, Pardot, Marketo)
Social platforms (e.g., Sprinklr, Hootsuite)
Analytics tools (e.g., Google Analytics, Tableau)
Location & Schedule
Location: Chicago or New York
Schedule: This is a hybrid role, with 3 days in the office and 2 days working from home.
#JR-1
#hybrid
CME Group is committed to offering a competitive total rewards package for our employees that recognizes their contributions to the business and reflects our long-term investment in their future. The pay ranges for this role based on location are: Chicago: $148,800-$248,000 New York/New Jersey: $163,700-$272,800. Actual salary offered will be dependent on a wide array of factors including but not limited to: relevant experience, skills, education and comparison to internal employees (where relevant). Our compensation program also includes an annual target bonus opportunity for all employees, as well as the opportunity to become an owner in the company through our broad-based equity program. Through our benefits program, we strive to offer flexibility, value and choice. From comprehensive health coverage, to a retirement package that includes both a 401(k) and an active pension plan, to highly competitive education reimbursement provisions, paid time off and a mental health benefit, CME Group offers a holistic benefits package for our team and their dependents.
CME Group: Where Futures are Made
CME Group is the world's leading derivatives marketplace. But who we are goes deeper than that. Here, you can impact markets worldwide. Transform industries. And build a career by shaping tomorrow. We invest in your success and you own it - all while working alongside a team of leading experts who inspire you in ways big and small. Problem solvers, difference makers, trailblazers. Those are our people. And we're looking for more.
At CME Group, we embrace our employees' unique experiences and skills to ensure that everyone's perspectives are acknowledged and valued. As an equal-opportunity employer, we consider all potential employees without regard to any protected characteristic.
Important Notice: Recruitment fraud is on the rise, with scammers using misleading promises of job offers and interviews to solicit money and personal information from job seekers. CME Group adheres to established procedures designed to maintain trust, confidence and security throughout our recruitment process. Learn more here.
Auto-ApplyState and Local Tax - Senior Director
Richfield, OH jobs
SALT Senior Director (US - Naperville, IL)
What to expect when you join the Sikich family
Team members at Sikich have a lot in common while also being part of a rich and varied group of contributors, creating a distinct and thriving culture. Chief among our commonalities is a desire for growth and a shared unity of purpose in our professional lives. We believe that through various perspectives, challenging the status quo and rewarding action, we accelerate innovation and drive growth - for our clients, for ourselves and for our communities.
The professional services landscape continues to evolve. For Sikich, this means we have an opportunity to cement our leadership position in this industry and continue to grow our organization in increasingly exciting ways. This growth is meaningful for every team member at our company because larger companies simply see more interesting client opportunities and can attract impressively talented individuals like you. Through a dedicated focus on key business priorities and intentionally creating rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice.
Do you want to work with other skilled practitioners and serve clients in a way that makes a difference? Are you seeking a supportive environment backed by a deep and extensive set of skillsets? Are you ready to make an impact and be acknowledged for your contributions? If you answered yes to these questions, we see a mutually beneficial and gratifying relationship on the horizon!
Are you ready to grow with us?
Position Summary
Sikich is seeking an experienced SALT professional to lead the team, manage operations, and drive strategic growth initiatives. This role oversees engagements, provides state and local tax consulting, and serves as a trusted advisor to clients on complex tax matters.
What will you do in this role?
Oversee the SALT team to ensure compliance with developmental objectives and adherence to firm standards
Manage all administrative responsibilities for the team, including billing, training, recruitment, engagement letters, and other miscellaneous tasks.
Coordinate scheduling for the SALT team across consulting and compliance engagements.
Drive marketing and networking initiatives to support practice growth.
Actively participate in the proposal process.
Provide consulting services on state and local tax matters for current clients.
Research state tax issues such as nexus determinations, taxability analyses, and quantification of potential liabilities.
Advise on state and local concerns for individuals, corporations, partnerships, and LLCs.
Oversee responses to tax notices and assist with tax field examinations.
Maintain ongoing communication with clients regarding state and local tax matters.
What do you need to succeed in this role?
BA/BS Degree in Accounting, Finance, or related field.
CPA or EA certification preferred
Minimum of 15+ year of state and local income tax experience
Experience in reviewing multiple state tax income and franchise returns
Experience in consulting on state and local taxes
Proficiency with computerized tax software and MS Office.
Strong client rapport and project management skills.
Supervisory experience.
Flexible schedule.
Ability to service multiple client engagements simultaneously.
Strong communication (verbal and written) skills with the emphasis on ability to articulate complex tax and financial information to all levels of clients.
In addition, specific skills/experience required are as follows:
Servant Leader - You are hyper focused on engaging employees, fostering their development, and building a positive culture.
Solutions Focus - You see opportunities in every business problem and can develop, articulate, and implement solutions.
Collaborative - You are a relationship builder across all levels of the organization and across all business units.
Trustworthy - You do what you say, and you follow through on commitments, you act with integrity, you are consistent and are perceived as credible.
Impact & Influence Thinker - You gain support for ideas, proposals, and solutions, and get others to act, with or without formal authority, to advance initiatives/objectives.
About Sikich
Sikich is a global company specializing in Accounting, Advisory, and Technical professional services. With employees across the globe, Sikich ranks as one of the largest professional services companies in the United States. Our comprehensive skillsets, obtained over decades of experience as entrepreneurs, business owners and industry innovators, allow us to provide insights and transformative strategies to help strengthen every dimension of our clients' businesses.
Sikich Total Rewards
Our team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy, to name only a few. Sikich also takes pride in prioritizing team members' health, total wellbeing and time spent with family, friends and in the pursuit of personal goals, hobbies, and endeavors.
Some examples of our many benefits:
Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization.
Sikich will also recognize paid holidays during the year and strives to permit employees to have time off the last week of the calendar year when client and project work permits.
Sikich offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards.
In compliance with this state's pay transparency laws, the midpoint of the salary range for this role is $225,955.00. This is not a guarantee of compensation or salary, as the final offer amount may vary based on factors including but not limited to experience and geographic location.
We also offer:
Flexible work arrangements
Health, dental, vision, life, and accident/death/disability insurance options
HSA employer contribution
Nine (9) paid holidays annually.
A robust paid Parental Bonding Leave program covering birth, adoption, and foster children.
401(k) with employer contributions
CPA bonus with four (4) paid exam days & four (4) paid study days.
Tuition reimbursement
Generous employee referral bonus program
Client referral bonus program
Pet insurance
FORCE - Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities.
Want to learn more? Visit our Careers website or Glassdoor profile.
Sikich is an Equal Opportunity Employer M/F/D/V
Sikich currently practices in an alternative practice structure in accordance with the AICPA Professional Code of Conduct and applicable law, regulations, and professional standards. Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients. Sikich LLC has a contractual arrangement with Sikich CPA LLC under which Sikich LLC provides Sikich CPA LLC with professional and support personnel and other services to support Sikich CPA LLC's performance of its professional services, and Sikich CPA LLC shares certain client information with Sikich LLC with respect to the provision of such services.
Auto-ApplyDeputy Chief Operating Officer, LATAM - Senior Vice President
Greenwich, CT jobs
About the Role
iCapital is looking to hire a Deputy Chief Operating Officer (COO) as part of the International COO team. The Deputy COO for Latin America will play a key leadership role in shaping and executing the operational strategy for the region. Based in the New York tri-state area, this individual will coordinate across functions, drive execution, and ensure alignment with global priorities. This role is part of a broader initiative to place Deputy COOs in each region. These leaders will help define the scope and direction of regional programs, working closely with local teams and maintaining a direct line to iCapital's COO for support and alignment. The ideal candidate will serve as the primary operational liaison between the region and global operations, ensuring clear communication, consistent execution, and strong collaboration across all business functions.
Responsibilities
Lead and coordinate operational initiatives across Latin America.
Ensure high client satisfaction and operational efficiencies across Latin America teams and proactively look for potential operational efficiencies and global best practices.
Work closely with the Client Solutions and Product Structuring teams in key business development activities and partner with senior leaders, specifically in Client Services, Investor Relations, Fund Finance, Reporting and Governance, and Tax.
Ensure regional alignment with global strategy, standards, and priorities.
Support change management, process improvements, and cross-functional collaboration.
Facilitate communication between regional teams and global operations leadership.
Provide oversight and coordination for new initiatives and ongoing operational workstreams.
Champion iCapital's culture and values to promote a working environment which allows people to develop and thrive.
Qualifications
10+ years in operations, business management, or program leadership
Experience working across Latin American markets is preferred
Background in financial services, consulting, or similarly complex environments
Strong interpersonal skills and well respected by senior stakeholders
Highly organized and execution-focused
Able to manage multiple priorities effectively
Strategic thinker with a hands-on approach to problem-solving and delivery
Comfortable working in a matrixed, fast-paced, and evolving environment
Fluent in English, Spanish and/or Portuguese is a strong asset
Trusted operator who values accountability, clarity, and forward momentum
Benefits
The base salary range for this role is $190,000 to $250,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
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