Principal jobs at TransUnion - 1247 jobs

A global alternative asset management firm is seeking a Tax Principal to manage tax compliance for investment partnerships. The role requires at least 8 years of tax experience and proficiency in Microsoft Excel. Candidates should have strong organizational skills, expertise in federal and international tax, and excellent communication abilities. The position includes a competitive salary range of $150,000 - $185,000 USD and offers a hybrid work environment. #J-18808-Ljbffr

**About this role** **About the Client Platform Team** **BlackRock manages its engagement with clients and colleagues across the firm through the Client Platform and the Client Platform engages our Global Product Solutions team to determine which products to offer at the right time and in the right market scenario.** ** ** **The Global Client Platform team, part of Global Product Solutions (GPS), is dedicated to enhancing client interactions, improving and accelerating sales through enhanced management processes and technology solutions that help BlackRock better anticipate and engage clients' needs. The team has been leading the effort of introducing a new firmwide CRM, Content Management platform, a Product Master, and Client Data system to streamline sales management. The team more broadly generates Management Reports and participates in the requirements and build of Artificial Intelligence (AI) tools. These reports and tools are meant to equip our client-facing teams with data and insights and facilitate cross team collaboration so we deliver to clients as 1BLK.** **About this role** **BlackRock's Client Businesses manage its engagement with clients and colleagues across the firm through a client platform. Given our growing business and rapidly evolving marketplace, our platform must be a step ahead. Incorporating data from multiple platforms and layering in AI will advance opportunities with current and potential clients and enable leadership to meet or exceed their targets. It will directly shape how BlackRock sells to and services our clients and ultimately drives our business forward.** **This role will be focused on driving engagement with the client businesses to manage the needs across multiple tools to accelerate sales for the firm. We are seeking a highly motivated and experienced Program Manager/Project Manager to join our dynamic team. The ideal candidate will be responsible for overseeing the planning, development, and implementation of projects while ensuring alignment with organizational goals and objectives. This role requires a strong understanding of technology, excellent project management skills, and the ability to lead cross-functional teams.** **Key Responsibilities** + Project Planning and Management: Develop detailed project plans, timelines, and budgets for initiatives. Monitor progress and make adjustments as necessary to ensure successful project completion. Ability to pivot quickly to matters requiring immediate attention and drive to completion. Develop project objectives with measurable goals, roadmaps, and execution plans. + Team Leadership: Lead and motivate cross-functional teams, including sales, other project managers, engineers, and communications teams, to achieve project goals. + Stakeholder Communication: Serve as the primary point of contact for all project stakeholders. Communicate project status, risks, and issues effectively to senior management and other stakeholders. Communicate complex topics in simple ways including visualization. + Broad Communication: Communicate product capabilities and enhancements to AI tooling across global sales teams and other users of the platform. + Risk Management: Identify potential risks and develop mitigation strategies to minimize impact on project outcomes. + Performance Monitoring: Track performance of the business after implementing AI tools and techniques. Report on progress and performance metrics. + Continuous Improvement: Implement best practices and lessons learned from previous projects to improve future project outcomes. **Qualifications** + Education: Bachelor's degree, Engineering experience is a value add. + Experience: Minimum of 5 years of experience in project management. + Project Management Skills: Proven experience in managing complex projects with multiple stakeholders. PMP or similar certification preferred. + Leadership Skills: Excellent leadership and team management skills. Ability to inspire and motivate team members. + Communication Skills: Strong verbal and written communication skills. Ability to communicate complex technical concepts to non-technical stakeholders. + Problem-Solving Skills: Strong analytical and problem-solving skills. Ability to think strategically and execute methodically. + Technical Skills: Strong understanding of AI technologies. + Adaptability: Ability to work in a fast-paced and dynamic environment. Flexibility to adapt to changing priorities and requirements. For San Francisco, CA and New York, NY Only the salary range for this position is USD$125,000.00 - USD$155,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

About this role About the Client Platform Team BlackRock manages its engagement with clients and colleagues across the firm through the Client Platform and the Client Platform engages our Global Product Solutions team to determine which products to offer at the right time and in the right market scenario. The Global Client Platform team, part of Global Product Solutions (GPS), is dedicated to enhancing client interactions, improving and accelerating sales through enhanced management processes and technology solutions that help BlackRock better anticipate and engage clients' needs. The team has been leading the effort of introducing a new firmwide CRM, Content Management platform, a Product Master, and Client Data system to streamline sales management. The team more broadly generates Management Reports and participates in the requirements and build of Artificial Intelligence (AI) tools. These reports and tools are meant to equip our client-facing teams with data and insights and facilitate cross team collaboration so we deliver to clients as 1BLK. About this role BlackRock's Client Businesses manage its engagement with clients and colleagues across the firm through a client platform. Given our growing business and rapidly evolving marketplace, our platform must be a step ahead. Incorporating data from multiple platforms and layering in AI will advance opportunities with current and potential clients and enable leadership to meet or exceed their targets. It will directly shape how BlackRock sells to and services our clients and ultimately drives our business forward. This role will be focused on driving engagement with the client businesses to manage the needs across multiple tools to accelerate sales for the firm. We are seeking a highly motivated and experienced Program Manager/Project Manager to join our dynamic team. The ideal candidate will be responsible for overseeing the planning, development, and implementation of projects while ensuring alignment with organizational goals and objectives. This role requires a strong understanding of technology, excellent project management skills, and the ability to lead cross-functional teams. Key Responsibilities Project Planning and Management: Develop detailed project plans, timelines, and budgets for initiatives. Monitor progress and make adjustments as necessary to ensure successful project completion. Ability to pivot quickly to matters requiring immediate attention and drive to completion. Develop project objectives with measurable goals, roadmaps, and execution plans. Team Leadership: Lead and motivate cross-functional teams, including sales, other project managers, engineers, and communications teams, to achieve project goals. Stakeholder Communication: Serve as the primary point of contact for all project stakeholders. Communicate project status, risks, and issues effectively to senior management and other stakeholders. Communicate complex topics in simple ways including visualization. Broad Communication: Communicate product capabilities and enhancements to AI tooling across global sales teams and other users of the platform. Risk Management: Identify potential risks and develop mitigation strategies to minimize impact on project outcomes. Performance Monitoring: Track performance of the business after implementing AI tools and techniques. Report on progress and performance metrics. Continuous Improvement: Implement best practices and lessons learned from previous projects to improve future project outcomes. Qualifications Education: Bachelor's degree, Engineering experience is a value add. Experience: Minimum of 5 years of experience in project management. Project Management Skills: Proven experience in managing complex projects with multiple stakeholders. PMP or similar certification preferred. Leadership Skills: Excellent leadership and team management skills. Ability to inspire and motivate team members. Communication Skills: Strong verbal and written communication skills. Ability to communicate complex technical concepts to non-technical stakeholders. Problem-Solving Skills: Strong analytical and problem-solving skills. Ability to think strategically and execute methodically. Technical Skills: Strong understanding of AI technologies. Adaptability: Ability to work in a fast-paced and dynamic environment. Flexibility to adapt to changing priorities and requirements. For San Francisco, CA and New York, NY Only the salary range for this position is USD$125,000.00 - USD$155,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

Zeta is a Next-Gen Banking Tech company that empowers banks and fintechs to launch banking products for the future. It was founded by Bhavin Turakhia and Ramki Gaddipati in 2015. Our flagship processing platform - Zeta Tachyon - is the industry's first modern, cloud-native, and fully API-enabled stack that brings together issuance, processing, lending, core banking, fraud & risk, and many more capabilities as a single-vendor stack. 15M+ cards have been issued on our platform globally. Zeta is actively working with the largest Banks and Fintechs in multiple global markets transforming customer experience for multi-million card portfolios. Zeta has over 1700+ employees - with over 70% roles in R&D - across locations in the US, EMEA, and Asia. We raised $280 million at a $1.5 billion valuation from Softbank, Mastercard, and other investors in 2021. Learn more @************** careers.zeta.tech, Linkedin, Twitter About the Role We are looking for a Senior Vice President, Credit Risk with a deep understanding and hands on experience in managing underwriting, model development, line management, portfolio management, valuations and horizontal risk management (fraud and collections) for large US based credit card portfolios. The role will report directly into our CEO and be responsible for a team of Analysts and Data Scientists that help our clients optimize RoE for multiple credit card programs across the near prime, prime and super prime segments, leveraging best in class technology and practices. Responsibilities Models and Credit Policy - Leverage bureau, alternative, and internal data to build and evolve machine learning-based underwriting models, including feature engineering, validation, and performance monitoring. Define and manage scalable credit risk policies that adapt to macroeconomic trends and support resilient growth across segments and partnerships. Marketing & Targeting - Lead credit-informed targeting across Direct Mail and digital channels, developing response models, pre-approval criteria, and campaign test-and-learn strategies. Optimize targeting efficiency and cost by refining segmentation and expanding acquisition efforts through co-brand and marketplace partnerships. Pricing & Product Optimization - Design credit product constructs-including pricing, lines, fees, and rewards-that maximize risk-adjusted return and customer acquisition efficiency. Balance offers and incentives to drive spend and revolve behavior while maintaining long-term portfolio profitability. Portfolio Management - Develop dynamic credit line and usage strategies that balance growth and risk, including line increases, spend incentives, and introductory offers. Monitor and optimize portfolio KPIs through cohort analysis, behavioral modeling, and segmentation-led interventions that drive sustained margin performance. Fraud and Collections - Manage manage both first- and third-party fraud defenses to protect portfolio health and capital efficiency. Institute sophisticated contact and collections strategies that are both compliant and efficient, leveraging best in breed tools. P&L Valuations - Develop and own multi-year credit card P&L and balance sheet models with granular, vintage-based assumptions across revenue, loss, and funding drivers. Apply deep financial modeling expertise to forecast capital needs, inform strategic decisions, and ensure sustainable, long-term portfolio profitability. People Leadership - Recruit and develop top-tier credit and risk talent, building a high-performing organization from the ground up. Foster leadership growth, drive organizational change, and ensure the team adapts to evolving market, regulatory, and technology dynamics. Skills and Attributes A blend of strategic vision and operational rigor: equally comfortable crafting high-level credit strategy and rolling up their sleeves to solve detailed credit challenges and lead execution end-to-end. Extensive experience building and managing ML-based credit risk models, with deep understanding of model governance, policy development, and performance management across different economic cycles. A comprehensive grasp of the U.S. credit card ecosystem, including market dynamics, vintage-based economics, bureau and alternative data, macro trends, regulatory landscape (FCRA, ECOA, UDAAP), and risk methodologies. Strong command of financial modeling and portfolio forecasting, with the ability to translate complex data into actionable insights that drive sustainable profitability and informed credit decisions. Hands-on familiarity with credit risk infrastructure, from origination and decisioning platforms to fraud detection, collections systems, and external vendor ecosystems. Demonstrated ability to build and scale high-performing credit teams, lead cross-functional collaboration across Finance, Legal, Operations, and Tech, and foster a culture of innovation grounded in data, testing, and continuous improvement. Experience and Qualifications At least 15 years of leadership across Credit Risk, Underwriting, Acquisitions, Portfolio Management, and Horizontal Risk (Collections, Fraud) within large U.S. credit card portfolios, including both General Purpose and Co-Brand programs. Demonstrated ability to lead data science teams in developing, validating, and deploying ML-based credit risk models, with hands-on collaboration across tech and operations to bring strategies into production. Direct experience interfacing with regulators such as the OCC, CFPB, and FRB, with a strong track record of managing regulatory exams, audits, and implementing robust compliance governance frameworks. Prior success in launching or scaling new credit programs-ideally in a fintech or fast-moving environment that demands rapid experimentation, risk-reward tradeoffs, and decision velocity. An advanced degree in Engineering, Economics, Finance, Statistics, Mathematics, or a related quantitative field is preferred. Equal Opportunity Zeta is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We encourage applicants from all backgrounds, cultures, and communities to apply and believe that a diverse workforce is key to our success. #J-18808-Ljbffr

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with a longstanding presence in South Florida and New York. BPB has earned a strong reputation for delivering high-quality tax, assurance, and advisory services and has been consistently recognized among the top 100 accounting firms in the United States. Effective January 1, 2026, BPB was acquired by and combined with Baker Tilly, a leading global advisory, tax, and assurance firm. During this transition period, the firm operates as Berkowitz Pollack Brant × Baker Tilly, reflecting our integration into Baker Tilly's expansive national and global network, enhanced resources, and broad range of opportunities. We are an Equal Opportunity Employer, committed to providing career opportunities to firm members of all races, genders, sexual orientations, and beliefs. As a Principal in International Tax Services, you will serve as a senior leader responsible for driving the strategy, growth, and delivery of the firm's international tax services. You will advise complex U.S. and foreign multinational clients on high-impact international tax matters, lead significant client relationships, and play a key role in business development, practice expansion, and talent development. This role is designed for a seasoned professional on the path to partnership. Responsibilities: Lead and oversee complex international tax engagements, providing strategic advisory services to U.S. and foreign multinational clients across a broad range of industries. Serve as a trusted advisor to executive-level client stakeholders on international tax planning, structuring, compliance, and risk management matters. Develop and implement global tax strategies that align U.S. and foreign tax laws, optimizing worldwide tax positions for clients. Drive practice growth through business development, including originating new client relationships, expanding services within existing accounts, and collaborating across Baker Tilly's national and global network. Monitor and interpret global tax developments and proactively advise clients and internal teams on emerging issues, opportunities, and risks. Lead and mentor Directors, Senior Managers, Managers, and staff, fostering a high-performing, collaborative team culture. Provide strategic oversight of international tax compliance for individuals, corporations, partnerships, trusts, and estates, ensuring quality, consistency, and risk management. Collaborate with Partners and firm leadership to shape international tax service offerings, pricing strategies, and market positioning. Champion cross-functional collaboration with other tax, advisory, and assurance practices to deliver integrated client solutions. Represent the firm externally through thought leadership, speaking engagements, and participation in professional and industry organizations. Play an active role in recruiting, developing, and retaining top international tax talent. Qualifications: A minimum of ten years of progressive tax consulting experience, with deep expertise in international taxation. Bachelor's degree in Accounting; CPA certification required. Master's in Taxation, LL.M. in Taxation, or JD strongly preferred. Significant experience with a large public accounting firm or large law firm. Advanced knowledge of inbound and outbound international taxation. Extensive experience in international estate and gift tax planning. Strong expertise in foreign trust matters, including foreign grantor and non-grantor trusts. Proven experience advising multinational corporations on complex international transactions, including transfer pricing, foreign tax credits, and cross-border structuring. Demonstrated success in business development, client relationship management, and practice growth. Strong leadership, mentoring, and team development capabilities. Excellent communication, presentation, and executive-level advisory skills. What We Offer: A competitive and equitable workplace. Significant opportunities for professional growth and advancement toward partnership. Access to Baker Tilly's expansive national and global platform, resources, and client opportunities. A diverse, inclusive, and collaborative culture that values leadership, innovation, and excellence. An entrepreneurial environment for professionals who thrive on growth, influence, and building lasting client relationships. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

**About this role** **Role Description** BlackRock USWA Alts Sales is a specialized sales force that covers all channels, geographies, and Alternatives products in partnership with the generalist relationship managers in US Wealth Advisory. The group has exceptional access to the investment teams, resources, and strategies within BlackRock. Alternative Investment Specialists are responsible for adding scale to our alternatives distribution strategy by developing client relationships, educating financial advisors on the benefits of investing in the Alternatives space, and positioning BlackRock's suite of AI products with advisors across the Wirehouse, Independent Broker Dealer, and RIA segments. They will be focused on delivering deep expertise and broadening our reach to more advisors through leveraged events and educating our internal sales teams to grow the BlackRock Alternative Investment franchise. This position will reside in a BlackRock office with a Wealth Distribution Partners presence (Princeton, Boston, Atlanta, Chicago, San Francisco) **Primary Responsibilities:** + Demonstrate mastery of BlackRock Alternative Investment products and resources + Effectively profile to deliver fiduciary and investment insights through portfolio construction conversations + Embrace data-driven segmentation and the BlackRock sales process to drive deeper relationships with Wirehouse, Independent and RIA clients + Broaden our reach to more advisors through leveraged events + Employ a collaborative approach to partner with various internal colleagues to deliver all of BlackRock's resources and solutions to the client - strong prioritization and resource allocation skills are key + Embrace technology to deliver an exceptional client experience **Skills and Qualifications:** + Bachelor's degree required + CIMA / CAIA Certification (or progress toward completion) + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written communication skills + Strong territory management and sales skills, including profiling and resource deployment + NASD Series 7 and 66 (or 63 & 65) required + Clean U-4 + Occasional travel required For San Francisco, CA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. For Princeton, NJ, Chicago, IL, Boston, MA and Atlanta, GA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

IDB Invest - Managing Director of Environmental, Social and Governance Job Description IDB Invest - Managing Director of Environmental, Social and Governance City matematica: Washington DC Company: IDB Invest Posting End Date: 1/28/2026 11:59 PM EST We improve lives IDB Invest crossed the private sector arm of the IDB Group and an international financial institution committed to Almond development needs of Latin America and the Caribbean. Our mission is to support sustainable enterprises and projects that deliver financial results while maximizing social and environmental impact in region. IDB Invest operates in 26 countries, structured across four geographic regions and three industry verticals: Infrastructure and Energy, Financial Intermediaries, and Corporates. In support of a new transformative business model “Originate to Share” our shareholders recently approved a $3.5 billion capitalization. This will allow IDB Invest to significantly scale up its investments, more than doubling annual financing from approximately $8 billion to $19 billion and unlocking greater private sector participation to drive development and climate impact across the region. As part of the Risk Management Department (RSM), The Environmental, Social & Governance Division (SEG) is responsible for ensuring that IDB Invest financed projects and technical assistance are environmentally and socially sustainable with sound corporate governance. SEG specialists provide IDB Invest and its clients with guidance and participate in project teams and deliver technical input on social, environmental and corporate governanceший aspects during project due diligence and supervision. SEG is also responsible for the Access to Information platform (ATI), the engagement with civil society, and the Management Led Grievance Mechanism (MGM). Additionally, SEG provides support on environmental and social issues to the IDB Lab. About this position We are seeking a strategic, inspiring, and highly effective people leader to serve as Managing Director of the Environmental, Social, and Governance (ESG) Division. This leader will direct a high‑performing ESG '', and de rolistic and los perd para impost gl for the bo and sp etc. The Managing Director of ESG will ensure that IDB Invest delivers high-impact ESG oversight, havas friend shows to develop the sustainability and impact agenda, and demonstrate thought leadership. This role is central to positioning IDB Invest as a trusted knowledge partner and capacity builder, helping clients integrate best ESG practices into their operations, and supporting critical stakeholder engagement. To safeguard institutional integrity, the Managing Director will operate with full independence from operational areas-upholding a robust framework of organizational checks and balances. Reporting #J-18808-Ljbffr

A leading international financial institution is seeking a Managing Director of Environmental, Social, and Governance (ESG). This role involves strategic leadership to enhance sustainability efforts across the organization. The managing director will ensure impactful oversight and help integrate best practices into client operations. This position is crucial for establishing IDB Invest as a trusted partner in the region, promoting solid ESG practices. The ideal candidate will demonstrate effective people management and a commitment to social and environmental effectiveness. #J-18808-Ljbffr

A financial services company seeks a Senior Vice President, Midwest Advisor Consultant to drive growth across the Western U.S. This key role involves building relationships with financial intermediaries and executing sales strategies for alternative investments. The ideal candidate will have strong sales performance history, deep investment knowledge, and excellent communication skills. A bachelor's degree in finance is required, along with significant experience in account management and alternative investments. This position offers a competitive salary range between $200,000 - $250,000. #J-18808-Ljbffr

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Managing Director, Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities and skills Fifteen plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Preferred qualifications, capabilities and skills Proactive, takes initiative, and uses critical thinking to solve problems MBA, JD, CFA, or CFP preferred Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate #J-18808-Ljbffr

Develop, enhance, and oversee implementation of liquidity frameworks for U.S. regulatory reports, internal stress testing, and recovery and resolution planning, with a focus on Capital Market products. This role combines strategic oversight, regulatory engagement, and technical expertise to ensure compliance and resilience under various stress scenarios. Supports the build, management, and execution of an enterprise-wide liquidity and funding management framework to optimize risks and maximize risk‑adjusted profitability. Provides expertise for the measurement, analysis, and oversight of the Bank's global regulatory and internal funding risks arising from business/group business activities. In partnership with the assigned business/portfolio, develops a solid understanding of the business strategies and in‑depth product, market, and regulatory knowledge across all retail, commercial, and trading products. Advises on liquidity and funding risk mitigation, product development, and optimization. Supports the development of liquidity Bank's risk measurement and reporting processes for liquidity and funding management. Key Responsibilities Develop and maintain liquidity frameworks for U.S. regulatory reporting and internal stress testing. Create and maintain stress assumptions for Capital Markets products, analyzing behavioral patterns under stress. Engage directly with U.S. regulatory agencies during supervisory reviews. Develop a robust understanding of U.S. regulatory rules and oversee compliance and interpretations. Collaborate with Liquidity reporting on interpretation of FR 2052a, U.S. LCR, and U.S. NSFR rules; participate in advocacy efforts and regulatory change discussions. Presents to senior management and respond to queries related to Capital Markets products within U.S. LCR, U.S. NSFR, and ILST. Partner with Liquidity Analytics and Regulatory Reporting teams to implement liquidity methodology changes. Build interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attract, retain, and enable the career development of top talent. Act as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. Develop an expert understanding of business/group challenges. May consult to or serve on various committees and task forces. Recommend strategic priorities and leads the execution. Manage resources and lead the execution of liquidity & funding related strategic initiatives to deliver on business and financial goals. Own internal/external stakeholder relationships, which may include regulators. Lead the execution of liquidity & funding programs; assesses and adapts as needed to ensure quality of execution. Assess and adapt existing operational programs; develops new capabilities to ensure ongoing success. Recommend and implement liquidity and funding solutions based on analysis of issues and implications for the business. Support development and execution of Enterprise's liquidity and funding risk management strategy for executive and Board approval in collaboration with Market Risk Management to recommend liquidity and funding‑related risk appetite limits. Develop processes to identify, measure, and manage liquidity and funding risks in conjunction with Market Risk Management, businesses, and other Finance areas. Act as a trusted advisor to assigned business/group on liquidity and funding matters including recovery and resolution planning. Develop and maintain the model and assumption framework used to measure liquidity and funding risk and recommends changes (e.g. regularly reviews liquidity objectives, positions and assumptions, including for new business transactions). Identify emerging issues and trends to inform decision-making and understand risk drivers. Recommend and implement solutions based on risk assessments, analysis of issues, and implications for the business. Act as liaison between stakeholders including industry specialty groups and regulators to align agendas, ensure a clear understanding of the business context, and advocate the Bank's position on market or regulatory developments. Monitor performance of liquidity stress testing processes and addresses any issues (e.g. enterprise‑wide stress testing, OSFI macro‑stress testing, ad‑hoc testing). Provide input into the planning and implementation of liquidity and funding risk modeling activities and programs. Integrate information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Gathes and format data into regular and ad‑hoc reports, and dashboards. Monitor and track balance sheet usage, and addresses any issues. Design and produce regular and ad‑hoc reports, and dashboards. Analyze data and information to provide insights into business product pricing and funds transfer pricing processes. Support development and execution of liquidity and funding‑related strategic initiatives in collaboration with internal and external stakeholders. Operate at a group/enterprise‑wide level and serves as a senior specialist resource across BMO. Apply expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems Foster strong internal and external networks and works with and across multiple teams to achieve business objectives. Anticipate trends and responds by implementing appropriate changes. Foster a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviors in all that they do. Ensure alignment between values and behavior that fosters diversity and inclusion. Qualifications Typically 9+ years of relevant experience and post‑secondary degree in related field of study or an equivalent combination of education and experience. Seasoned expert with extensive industry knowledge of Capital Markets. Technical leader viewed as a thought leader for innovation. Verbal & written communication skills - Expert. Analytical and problem solving skills - Expert. Influence skills - Expert. Collaboration & team skills; with a focus on cross‑group collaboration - Expert. Able to manage ambiguity. Data driven decision making - Expert. Salary $164,400.00 - $285,600.00 Pay Type Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #J-18808-Ljbffr

The Investment Principal on the Client CIO team located in New York will oversee multi-asset class client portfolios. As a growing firm, we seek new team members who are dynamic and comfortable working in a fast-paced and collaborative environment. Client Portfolio Management (Primary Focus): The Investment Principal will serve as the Chief Investment Officer (CIO) for their clients, with end-to-end management responsibility for the investment process of client portfolios. Key responsibilities include: Investment Strategy Development & Bespoke Portfolio Management: Leveraging insights from the Firm's Central Research Team and Asset Class teams to design multi-asset class portfolio for clients, subject to client-specific constraints including (but not limited to) risk budget, liquidity and spending needs. Client-Facing Responsibilities: Investment Principals are key day-to-day contacts for clients, across regular portfolio review meetings and ongoing portfolio dialogue. Maintaining open dialogue with clients and responding to ad-hoc requests related to, for example: external investment opportunities, charitable giving and/or estate planning. Meeting Preparation: Directing the agenda and supporting materials for client update meetings across portfolio, performance and market / macroeconomic topics. Leading meeting discussions and responding to client questions regarding investment strategy. Team Leadership & Development: Managing, developing and mentoring junior team members who will support the Investment Principal in their range of responsibilities. Other (Secondary Focus): As with all other members of the Firm, the Investment Principal will take on other activities and projects that contribute to the success of the business. Examples may include: recruiting and training junior members of the team, working with our internal DEI council and business associates, and/or assisting with business development. Key responsibilities will be regularly assessed and are subject to change from time to time based on the needs of the business. The individual may be required to work overtime as needed. Additional responsibilities include: Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team. Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels. Qualifications / Attributes Deep understanding and active passion for investing and markets 8+ years' experience in a professional services role (e.g., management consulting, investment banking, or asset management). Experience in a related field (e.g., endowment / family office portfolio management, investment consultancy) is a plus Undergraduate degree with a strong track record of academic achievement. Advanced degree (e.g., MBA) or professional certification (e.g., CFA, CAIA) is a plus Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook) Strong quantitative skills and detail-orientation Excellent problem-solving and interpersonal skills Ability to thrive in a collaborative working environment High intellectual curiosity and willingness to contribute to the overall success of the business Experience mentoring, training and leading junior team members Benefits Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits, and a flexible “results-focused” working model. Our benefits package includes medical, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, commuter benefits, paid time off and a 401(k) plan with employer matching. The Firm also supports global philanthropy via a charity program and volunteer day. In addition, we champion a variety of wellness and social events. New York requires Partners Capital to include a reasonable estimate of the base salary range for this role. This base salary range is specific to individuals applying to work in our New York office and takes into account a number of factors. A reasonable estimate of the base salary range for this role in New York is $160,000 - $210,000. The base salary offered will be determined on factors such as experience, skills, training, certifications, and education. Decisions will be determined on a case-by-case basis. The base salary is one element of our competitive compensation package. In addition to the base salary, this position may be eligible for performance-based incentives and our profit share program. Further information about Partners Capital is available on our website ********************* For all California residents, please click here to view the Partners Capital California Applicant Privacy Notice

Aquarian Holdings ("Aquarian") is a diversified global holding company with a strategic portfolio of insurance and asset management solutions. Aquarian Insurance Holdings acquires and operates insurance companies with a focus on life and annuity underwriting, deploying strategies to grow balance sheet profitability by writing new insurance/reinsurance, improving investment income, and optimizing operations. After launching in 2017, Aquarian finalized its first investment in 2018 in Investors Heritage, a regional life insurer domiciled in Kentucky that focuses on pre-need policies. Working closely with management, Aquarian helped the company grow with expanded product offerings and distribution channels, building on its 60-year track record of exceptional client service. Aquarian continued to deepen its expertise and grow its existing offerings in insurance and reinsurance through its acquisitions of Hudson Life and Annuity Company in 2021 and Somerset Re in 2022. Aquarian Investments complements the insurance operations , combining best practices from the world's leading financial services firms with its own distinct strategy, approach, and organizational culture. Aquarian has continued to expand into alternative assets and private credit through the launches of Aquarian Liquid Credit, Aquarian Strategic Opportunities, Aquarian Private Credit, and Aquarian Real Estate Partners. Aquarian has since grown its business to approximately $25.8 billion in AUM, with 40 investment professionals, multiple funds, and insurance and reinsurance companies, all committed to providing meaningful investment opportunities to millions of people. In November 2025, Aquarian announced the signing of a definitive merger agreement under which an affiliate will acquire Brighthouse Financial in an all-cash transaction valued at approximately $4.1 billion. Brighthouse is one of the largest providers of annuities and life insurance in the U.S., with approximately $208 billion of AUM. Following the anticipated close of the transaction in 2026, Brighthouse Financial will operate as a standalone entity within the Aquarian portfolio. Role Summary The Compliance Associate/VP is responsible for administering and further developing the firm's investor and transactional Anti-Money Laundering (AML) and Know Your Customer (KYC) diligence and monitoring program. The successful candidate is a subject matter expert on AML/KYC policies, procedures, and practices with a desire to provide support to the firm's broader compliance framework across the organization. This includes conducting risk assessments, performing testing, conducting due diligence on third parties, working on core compliance matters, and contributing to firm initiatives and regulatory responses. This is a dynamic, hands-on position that requires strong analytical, organizational, and interpersonal skills in a fast-paced and evolving environment. This position is onsite 5 days a week at our New York City office. Key Responsibilities: Administer and further develop Aquarian's AML/KYC policies and procedures. Review and assess AML/KYC documentation throughout the investment lifecycle. Assess database screening results and escalate findings as necessary. Maintain accurate and up-to-date AML/KYC books and records. Respond to third-party AML/KYC and sanctions-related inquiries. Support technology and compliance initiatives to improve AML/KYC processes. Monitor regulatory updates impacting AML/KYC requirements. Deliver internal training on AML/KYC policies and procedures. Conduct enterprise-wide risk assessments. Perform testing and monitoring in accordance with the annual compliance plan. Conduct initial and ongoing due diligence on third parties. Assist with various Code of Ethics-related compliance tasks. Perform other duties assigned by Compliance team leadership. Qualifications: Strong project management, organizational, and multitasking abilities. Excellent verbal and written communication skills. High attention to detail and commitment to accuracy. Strong proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint). Demonstrated ability to handle confidential information with discretion. Comfortable interacting with all levels of professionals in a team-oriented environment. Proactive, adaptable, and capable of prioritizing in a fast-paced setting. Bachelor's degree required. CAMS certification is preferred but not required. 5+ years of AML/KYC experience, preferably in the alternative investment sector. Aquarian is an equal opportunity employer. Aquarian is committed to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of the business and are valued for their skills, experience and unique perspectives. Aquarian does not discriminate on the basis of race, color, creed, religion, sex, national origin, veteran status, mental or physical handicap or disability, age, citizenship status, alienage, ancestry, marital status, sexual orientation, gender identity or expression or any other criteria prohibited under applicable federal, state or local law. Aquarian makes reasonable accommodations for applicants and employees with disabilities in accordance with applicable law.

A leading financial institution in New York seeks a Lending Manager to lead retail mortgage production while adhering to regulatory requirements. This role requires a Bachelor's degree, over 5 years of experience in mortgage lending, and strong leadership capabilities. The position is focused on growing a team of Home Lending Advisors and achieving strategic business goals. Excellent communication and P&L management skills are essential for success. Opportunities for career growth are available. #J-18808-Ljbffr

Role Description. BlackRock USWA Alts Sales is a specialized sales force that covers all channels, geographies, and Alternatives products in partnership with the generalist relationship managers in US Wealth Advisory. The group has exceptional access Sales Specialist, Investment, Vice President, Associate, Sales, Relationship Manager

A leading financial institution is seeking a Business Banking Attorney to provide legal support for deposit and cash management services. You will collaborate closely with compliance and risk teams, ensure the integrity of client agreements, and monitor applicable banking laws and regulations. Ideal candidates are US-qualified attorneys with a minimum of 5 years of legal practice, strong presentation skills, and the ability to manage multiple projects effectively. This role is an excellent opportunity to be part of a dynamic legal team. #J-18808-Ljbffr

At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance. Those in customer service at PwC will specialise in improving customer service operations and enhancing customer experiences. You will work closely with clients to analyse customer service processes, identify pain points, and develop strategies to optimise service delivery, increase customer satisfaction, and drive loyalty. Working in this area, you will provide guidance on implementing customer service technologies, designing service models, and developing customer‑centric service cultures. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long‑term, short‑term, detail‑oriented, and big picture thinking. Make strategic choices and drive change by addressing system‑level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Operations Consulting team you are expected to direct efforts in Insurance operations management, including operationalizing business strategies and transforming the supply chain functions from product development through supply chain, manufacturing, distribution, and product service/support. As a Director you are responsible for setting the strategic direction and leading business development efforts, making impactful decisions and overseeing multiple projects, maintaining executive‑level client relations. This role involves facilitating people, process, and technology changes for Insurance clients and creating trusted and collaborative relationships with team members. Responsibilities Direct efforts in Insurance operations management Transform process functions from product development to support Facilitate people, process, and technology changes Create trusted and collaborative relationships with clients Maintain executive‑level client relations Lead business development and client engagement efforts Oversee multiple projects and make impactful decisions Mentor and develop team members What You Must Have Bachelor's Degree 15 years of combined experience in Consulting and the Insurance industry What Sets You Apart Preferred fields of study: Actuarial Science, Banking and Insurance, Banking and Finance, Business Administration/Management, Economics, Economics and Finance, Economics and Finance & Technology, Finance, Finance & Technology, Management Information Systems, Organizational Management, Operations Management/Research Directing efforts in Insurance operations management Facilitating people, process, and technology changes for Insurance clients Creating trusted and collaborative relationships with team members Delivering significant business results through strategic and creative thinking Managing and conducting quantitative and qualitative benchmarking Communicating effectively in written and oral formats Managing resource requirements, project workflow, and budgets Developing Insurance thought leadership and operational consulting approaches Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation, and gender identity), age, disability, genetic information (including family medical history), veteran, marital, or citizenship status, or any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** #J-18808-Ljbffr

*****Together we fight for everyone's opportunity for a better financial future.*****We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.****Apply Now******Profile Summary:**The Category Management Director manages category management pillar and team to achieve company sourcing and supplier management objectives including minimizing overall risk and maximizing overall cost savings. Develops category plans, works towards vendor rationalization and simplification.**Profile Description:*** Assists in the development of the company-wide sourcing philosophy.* Ensures business and sourcing strategies are aligned.* Manages RFP process and negotiates contracts.* Hires, trains and develops staff to achieve category management objectives. Conducts performance reviews.* Aligns with sourcing finance director to validate data of all suppliers and contracts.* Other duties as assigned**Knowledge & Experience:*** 7+ years sourcing experience including a minimum of 2 years direct management experience* Experience negotiating multi-million dollar agreements with 3rd party suppliers with proven savings success.* Excellent written and oral communication skills* Excellent analytical skills* Excellent contract negotiation and consultation skills****Compensation Pay Disclosure:****Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities.The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.$127,160 - $178,320 USD****Be Well. Stay Well.****Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.****What We Offer***** Health, dental, vision and life insurance plans* 401(k) Savings plan - with generous company matching contributions (up to 6%)* Voya Retirement Plan - employer paid cash balance retirement plan (4%)* Tuition reimbursement up to $5,250/year* Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.* Paid volunteer time - 40 hours per calendar year*Learn more about*****Critical Skills****At Voya, we have identified the following critical skills which are key to success in our culture:* ****Customer Focused**:** Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.* ****Critical Thinking**:** Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.* ****Team Mentality**:** Partnering effectively to drive our culture and execute on our common goals.* ****Business Acumen**:** Appreciation and understanding of the financial services industry in order to make sound business decisions.* ****Learning Agility**:** Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.*Learn more about*****Equal Employment Opportunity*****Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.*****Reasonable Accommodations*****Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference* *.*### **Voya Financial**, Inc., is a leading retirement, employee benefits and investment management company. Voya's services and solutions help clear the path to financial confidence and a more fulfilling life for approximately 15.7 million individual, workplace and institutional clients. Certified as a “Great Place to Work” by the Great Place to Work Institute, Voya fosters a culture that values customer centricity, integrity, accountability, agility and inclusivity. Together with customers and partners, Voya employees fight for everyone's opportunity for a better financial future. For more information visit #J-18808-Ljbffr

Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: · Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. · Excellence: We strive to provide our members with the best possible service. · Teamwork: We believe that we can achieve more together than we can alone. · Respect: We treat each other with dignity and respect. · Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Rate of Pay: $23.00 - $26.00 per hour ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Answering all incoming member calls and addressing all needs, including placing members in appropriate accounts and consumer loan products and assistance with all digital enrollments for all HFCU products and services. Responding to all digital inquiring and needs, including but not limited to chat, online account and loan requests as well as marketing leads Proactively reach out to all new memberships established through line of business partners to assess needs and offer additional products and services as appropriate. Required expertise on all products and services offered by HFCU Demonstrate an ability to think critically to ensure best options are provided to members in both sales opportunities and meeting needs in general. Cash handling and processing transactions. Organize priorities, achieve monthly goals, and deliver quality work Ability to function as Teller or Financial Service Representative to support branch needs Demonstrate understanding and support of all HFCU initiatives for employee development. Actively participate in personal growth through use of tools and resources available to you. Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements. Participate in organizational team projects, representing Retail in a professional and competent manner. Mentor new hires Performs other duties as assigned PERFORMANCE MEASUREMENTS Performance is measured against the competencies and goals as outlined in the Employee Performance Program, and established in partnership with the employee's leadership. There are three levels associated with this position. Level will be determined through managerial assessment of employee and location specific business needs. Level 3 Demonstrates superior product knowledge. Requires no instruction in the completion of basic duties. Possess excellent needs bases selling skills. Demonstrates capability to handle all complex branch assignments. Requirements EDUCATION/CERTIFICATION: Customer service and sales experience. Notary License required or within 12 months of hire. REQUIRED KNOWLEDGE AND EXPERIENCE: Previous call center experience a plus. Active listening and effective communication. Problem-solving abilities and technical support skills. HFCU product knowledge. Extensive customer service and sales experience (financial industry experience preferred) including but not limited to customer service, needs based selling, goal attainment, cash handling, project and team participation, and community development. Develop skill set in cash handling and transactional processing, performing account and loan intake and funding, and answering member inquiries through in branch and phone interactions. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. SKILLS/ABILITIES: Demonstrate the ability to think critically and creatively to problem solve and build business plans. Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals. Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization. Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner. Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members. Ability to project a professional appearance and positive attitude at all times. Effectively communicate with team members and peers to develop a network of support and collaboration. Demonstrate engagement, enthusiasm, and passion through providing stellar service to both internal and external members. Salary Description $23.00 - $26.00 per hour