Principal jobs at TransUnion

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

Regular Your opportunity *In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities* Candidate must reside or be willing to relocate to Bethesda, MD or Tyson's Corner, VA At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum of investment needs to help clients manage large and complex portfolios. Supporting our clients' wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs. Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs Retain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scores Partner with wealth specialists to offer solutions including banking, lending and trust Take an in-depth consultative approach to analyze, assess and find appropriate solutions to meet client needs based on the breadth of Schwab's Wealth Management offer Develop a customized financial strategy for prospects and existing clients Demonstrate a thorough understanding around how to assess suitability and recommend appropriate retirement income advice and distribution process for clients living in retirement Demonstrate proficiency in deepening relationships with clients, from engagement and discovery to gaining commitment and ongoing service. What you are good at: Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives Demonstrates a bias for action and a commitment to achieving sustainable results Able to listen to client's needs and make decisions/take actions that help clients achieve their long-term goals Knows how to follow the proper risk, supervision and controls guidelines to deliver the best outcomes for clients. Exhibits strong culture of compliance, adherence to policy and Schwab's high standards Demonstrates good judgment in selecting methods and approaches for finding appropriate solutions for clients Able to adjust style of communication to best connect with others Demonstrates and encourages collaboration and teamwork cross functionally and within his/her team Demonstrates personal resilience and a commitment to continually learn Able to remain positive and focused during times of pressure, adversity, or change Actively engages and helps others succeed Understands life event triggers for clients and leverages this ability to consolidate and retain assets; proven ability to probe clients for life event triggers and provide financial advice accordingly Flexible in changing environmental, economic, and client need scenarios; proven experience demonstrating the ability to lead change within self and others positively What you have To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Preferred Qualifications Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP highly preferred Bachelor's degree highly preferred Required Qualifications Active & valid FINRA Series 7 license Active & valid FINRA Series 66 (63/65) license Active & valid Life & Health insurance 7+ years financial services industry experience 2+ years Ultra- HNW client experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Senior Security Engineer will ultimately be responsible for the design, innovation, operation, architecture, and thought leadership for the firm's user data loss prevention and data classification systems. This position will collaborate with the rest of the engineers and act as the senior authority on all aspects of the firm's DLP systems. The expectation is that this person will have an advanced understanding of the DLP, data classification, and process automation, but will also have understanding of data security strategy, capability, and use cases. This role is for a SME not just with great technical acumen, but also with great vision of where to take our program. Major Responsibilities Define, lead, and execute Data Loss Prevention strategy and processes. Analyze, design, develop, and operate programs, shell scripts, tests, and infrastructure automation capabilities necessary for daily operations and custom processes. Management of the technology and processes including monitoring, investigation, reporting, and rule maintenance. Coordinate with internal Data Loss Prevention (DLP) and Insider Threat teams to develop and integrate events with the UEBA and SOAR technology. Support security operations and other security partners in remediation or mitigation of security vulnerabilities and assist associated technical teams. Advise Insider Threat responders as they develop and coordinate response, containment, and remediation capabilities as appropriate. Provide guidance and training on the technology to additional team members. Be a willing and approachable teacher. Assist in review of Information Security policies and Program documents and provide updates for continued program maturity and evolution. Qualifications 8+ years' overall technical experience in either reverse engineering/malware analysis, threat intelligence, incident response, security operations, or related information security field 8+ years' experience in application design/engineering, including but not limited to programming/scripting, Windows/Linux system administration, relational database management system (RDBMS)/NoSQL database administration, etc. B.S. Computer Science or equivalent experience Subject matter expert in all facets of data loss prevention (DLP) technology Subject matter expert in all facets of the Symantec suite of DLP products (legacy Vontu) and Zscaler DLP Masterful understanding of DLP capabilities, strategies, and principles The typical base pay range for this role is between $137K - $176K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below. MUFG Benefits Summary

Seeking a dynamic and experienced SAP Solutions lead and drive deals of SAP S/4HANA RISE with SAP S/4HANA Cloud, private edition (RISE with SAP) and SAP S/4HANA Cloud, public edition (GROW with SAP) solutions. Play a pivotal role in shaping sales strategy and helping our customers realize the full potential of these innovative cloud solutions. Responsibilities: ESU MFG Lead Solutions Architect: - Solution Consulting: Deeply understand SAP S/4HANA Brownfield and Bluefield solutions, including their technical capabilities, business benefits, and value proposition. Lead an opportunity through its end-to-end lifecycle from Solution perspective and be responsible for clarifications, authoring and the estimate. Solution validations and approval of the estimate from different stakeholders. Submission and subsequent oral presentation to the customer. Authoring of the SOW and handover to Delivery for deployment. - Customer Engagement: Engage with potential customers to identify their business needs and challenges and articulate how SAP S/4 HANA Solutions can address them. Drive sales opportunities from initiation to closure. Interact with customers to understand business process and requirement translate the understanding to create SAP solution enabling world class best practices using TCS proprietary accelerators and methodology - Solution Demonstrations: Conduct compelling product demonstrations, showcasing the key features and benefits of SAP S/4HANA. Stay informed about industry trends, competitor offerings, and market dynamics to effectively position our solutions. - Proposal Development: Lead the sales team to develop compelling proposals that align with customer requirements and our value proposition. Presenting designed solutions and proposals to the customer in a convincing and effective manner. Crafting Best Fit solutions with optimal estimations. Responsible for Authoring proposals and customer presentations for SAP S/4HANA migration through System Conversion (Brownfield) and Selective Data Migration (Bluefield), Application Development, Rollouts and Application Support Maintenance Engagements - Competitive Analysis: Stay informed about industry trends, competitor offerings, and market dynamics to effectively position our solutions. - Customer Success: Work closely with the customer success team to ensure a smooth transition and ongoing customer satisfaction. Base Salary Range: $250,000 - $275,000 per annum TCS Employee Benefits Summary: Discretionary Annual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.

IS NOT ELIGIBLE FOR VISA SPONSORSHIP* What You'll Do: The Principal, Talent Management is responsible for partnering across the HR function to align business needs with talent strategies and solutions. Serve as a trusted advisor and strategic partner in the areas of employee relations, organizational design and effectiveness, workforce planning, employee engagement, talent management, performance management/improvement and policy interpretation to optimize HR's contribution to helping OCC achieve its strategic goals. Primary Duties and Responsibilities: To perform this job successfully, an individual must be able to perform each primary duty satisfactorily. * Partner with functional leadership to develop an understanding of talent issues and implement talent management strategies including but not limited to leadership development, executive coaching, succession management, career management and performance management * Manage and resolve complex employee relations and performance management issues. Conduct effective and thorough investigations of employee issues and concerns. Work with legal counsel as needed * Act as a consultant to influence the business, deliver constructive feedback, diagnose and resolve issues and positively influence change * Act as an employee champion and change agent. Provide coaching and counseling support to employees and managers regarding employee relations, career development and/or HR policy interpretation. Work closely with management and employees to improve work relationships, build morale and increase productivity and retention * Support HR talent related initiatives such as employee engagement, organizational design, workforce planning and change management initiatives. Collaborate with HR leadership to ensure OCC's programs are enabling OCC to become a high performance organization * Review fingerprint reports for new employees and independent contractors and work with legal counsel to obtain appropriate documentation to address findings * Partner with Organizational Development in the identification, development and execution of training programs * Partner with managers and legal counsel to prepare separation paperwork and conduct termination meetings as needed * Conduct exit interviews, analyze data and make recommendations to ED of Talent Management & Total Rewards for corrective action and continuous improvement * Respond to employee questions and requests regarding employment policies, procedures, programs, compensation, benefits, HRIS, etc. Identify ways to improve Talent Management policies and procedures. Support the preparation of job aids, employee communications, training materials, etc * Perform special projects as required by the CHRO and ED of Talent Management & Total Rewards. Supervisory Responsibilities * None Qualifications: The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary functions. * [Required] Excellent interpersonal skills * [Required] Strong stakeholder orientation * [Required] Capable of independently handling difficult and/or confidential matters * [Required] Teamwork and collaboration; capable of building strong working relationships * [Required] Ability to think strategically and push back and challenge where appropriate * [Required] Ability to effectively prioritize workload; manage multiple projects concurrently * [Required} Excellent presentation skills and written/oral communication skills * [Required] Ability to appropriately handle sensitive and confidential information * [Required] Minimum of 10+ years of experience in an HR business partner role * [Preferred] Experience with creating a culture of engagement, collaboration and teamwork * [Preferred]Extensive knowledge of employment laws Technical Skills & Background * [Required] Proficient with Microsoft Office * [Preferred] HRIS experience (Workday) Certifications * [Preferred] SPHR Education & Training * [Required] Bachelor's degree in Human Resources (or equivalent) or Business * [Preferred] Master's Degree highly desirable About Us The Options Clearing Corporation (OCC) is the world's largest equity derivatives clearing organization. Founded in 1973, OCC is dedicated to promoting stability and market integrity by delivering clearing and settlement services for options, futures and securities lending transactions. As a Systemically Important Financial Market Utility (SIFMU), OCC operates under the jurisdiction of the U.S. Securities and Exchange Commission (SEC), the U.S. Commodity Futures Trading Commission (CFTC), and the Board of Governors of the Federal Reserve System. OCC has more than 100 clearing members and provides central counterparty (CCP) clearing and settlement services to 19 exchanges and trading platforms. More information about OCC is available at *************** Benefits A highly collaborative and supportive environment developed to encourage work-life balance and employee wellness. Some of these components include: * A hybrid work environment, up to 2 days per week of remote work * Tuition Reimbursement to support your continued education * Student Loan Repayment Assistance * Technology Stipend allowing you to use the device of your choice to connect to our network while working remotely * Generous PTO and Parental leave * 401k Employer Match * Competitive health benefits including medical, dental and vision Visit ************************************************ for more information. Compensation * The salary range listed for any given position is exclusive of fringe benefits and potential bonuses. If hired at OCC, your final base salary compensation will be determined by factors such as skills, experience and/or education. * In addition, we believe in the importance of pay equity and consider internal equity of our current team members as part of any final offer. * We typically do not hire at the maximum of the range in order to allow for future and continued salary growth. We also offer a substantial benefits package as noted on ********************** * All employees may be eligible for a discretionary bonus. Discretionary bonuses are based on various factors, including, but not limited to, company and individual performance and are not guaranteed. Salary Range $152,200.00 - $214,200.00 Incentive Range 18% to 25% This position is eligible for an annual discretionary incentive compensation award, for which the target range is listed above (see Incentive Range). The amount of such award, if any, will be based on various factors, including without limitation, both individual and company performance. Step 1 When you find a position you're interested in, click the 'Apply' button. Please complete the application and attach your resume. Step 2 You will receive an email notification to confirm that we've received your application. Step 3 If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location. For more information about OCC, please click here. OCC is an Equal Opportunity Employer

HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and fostered thousands of close, caring, supportive client relationships. Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace. We are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid-size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBK Family as a Tax Principal. OVERVIEW Principals are the shareholders of Hill, Barth & King LLC. Final responsibility for all HBK activities rests with them. Principals have demonstrated a high commitment to the firm, strong leadership, and effective communication. Only principals may sign the firm name or commit the firm to a particular course of action. To the extent they deem desirable, principals delegate certain functions to managers, supervisors, and others. Hill, Barth & King LLC is an open corporation. New principals are admitted when they demonstrate the desired leadership characteristics. All individuals hired by the firm are considered potential principals. QUALIFICATIONS Current Partner/Principal, Senior Manager, or Director who aspires to become, and possesses the skillset to be, a Principal of a Top 50 Public Accounting Firm. Strong interpersonal communication, and leadership skills Working knowledge of various accounting software Excellent time management skills and the ability to work effectively with all the internal teams and clients. CPA or law degree required. Proven skill and experience in practice development RESPONSIBILITIES Assume overall responsibility for all engagements, staffing assignments and workflow within his or her group. This includes reviewing and signing all work before submitting it to clients. Display the highest degree of technical and professional competence. Demonstrate the ability to analyze financial data and draw reasonable conclusions. Display the ability to make sound business decisions. Maintain open communication with all members of the firm to ensure clients are served and staff are utilized in the most effective manner. Assume overall responsibility for all staff assigned to his or her group, including overseeing the semi-annual performance review process. Prepare client billings and monitor and collect receivables. Develop policies and procedures to increase productivity and fees without loss of morale or motivation. Be able to get to a client's office and bring the documents and equipment necessary to conduct work, as needed. Follow firm procedures and comply with firm policies as outlined in the Human Resource Manual. Enhance existing client relationships and actively seek to develop new relationships with potential clients and referral sources. Keep the firm name before the public through speaking engagements, community involvement and participation in business, civic and professional activities. Have knowledge of all services rendered by the firm. Demonstrate a career-long commitment to the firm. Know the history of the firm and be familiar with the services that HBK provides. Participate in marketing and business development training sessions. Develop positive relationships with clients during phone conversations. Develop name recognition with clients and their personnel. Join at least one community, civic or business organization or trade organization. Participate in firm activities such as training and recruiting. Demonstrate a positive marketing attitude and take an active interest in other HBK team members' marketing activities. Continue to strive for more. Become familiar with services provided and specialties of HBK team members. Become familiar with clients' names and industries. Promote the firm while working at clients' offices and while out in the community. While working at clients, be aware of any areas for possible expansion of services. Take staff, seniors, supervisors, and/or managers to prospective client meetings. Identify and develop areas of specialty and expertise. Develop relationships with client personnel that you work with and others at your level. Show an interest in their businesses, hobbies, family, etc. Call two clients each month, or a minimum of twelve calls per year, to keep in touch with clients, find out if there are ways the firm can improve upon servicing their account. Take the client to lunch to discuss any issues. Participate on external active committee(s). Develop outside contact with bankers and attorneys. Build in-depth knowledge of your key client industries, seek opportunities, join industry organizations, and develop a targeted potential client pool. Develop close relationships with key client personnel at all levels. Attain committee leadership position in organizations. Build your own name recognition as you increase the firm's. Expand interpersonal and leadership skills. Expand marketing, communication and selling skills. Participate in marketing and business development training sessions. Develop and maintain referral sources. Arrange and attend multiple breakfasts/lunches/meetings monthly (outside of organization meetings). Send thank you cards or gifts to referral sources for their referrals. Represent the firm at special public events and private functions. Prepare a professional biography/resume of yourself to be included with proposals and promotional materials. Offer to speak to community groups or submit articles to local media. Continue to refine and promote your specialization areas. Network with other principals, refer business, and promote each other's specialties. Provide marketing leadership to HBK staff. Mentor staff in building client relationships/selling services. Invite staff to networking events, client, and referral breakfasts/lunches. Prospect and bring in new business leads frequently and keep the firm informed of your activities. Maintain/enlarge your referral source network. Arrange/attend several contact lunches/meetings per month (not including outside organization meetings). HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. #HBKCPA

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries. POSITION SUMMARY KKR Credit & Markets ("KCM") is seeking a Structured Capital Markets professional to lead financings for our asset-based finance investments ("ABF") in the US. The successful candidate will develop innovative financing strategies, make recommendations to KKR's ABF investment team and execute on the strategy. They will be a true partner to the deal team in sourcing and structuring the financings and will quarterback all aspects of the financing process. They will be expected to maintain and build relationships with lenders (institutional and bank) and will be tasked with syndicating some of the financings as well. This role is a unique opportunity to become a formative part of a rapidly expanding ABF investing and capital markets business at KKR. IDEAL EXPERIENCE A successful candidate will have 6-8 years of ABF debt origination or capital markets experience. The ideal candidate will have exposure to a wide array of asset-based products, including residential mortgage finance, consumer loan finance and other ABF investments. They will also have strong established relationships with lenders and a presence suitable for an outward-facing role that will have significant interaction with lenders and KKR's LPs. CRITICAL COMPETENCIES FOR SUCCESS * Fluency in structured capital markets, debt origination processes, and negotiation of financing terms and loan documentation * Experience and fluency in ABF financings, across different types of asset classes (resi, consumer, transportation, etc.) * Familiarity with large, complex capital structures * Strong execution and project management skills, sense of urgency, strong work ethic * Proven ability to manage demands of multiple projects in a fast-paced work environment, including ability to prioritize time efficiently and handle heavy workloads, while remaining attentive to detail * Ability to work with investment teams and quickly grasp critical details of evolving transactions * Highly commercial and entrepreneurial self-starter with strong judgment and the ability to develop creative solutions * An extroverted personality (outward facing role) with significant interaction with lenders and KKR's LPs * Exceptional "like and trust" in order to build and maintain trusted relationships with lending institutions, as well as internal stakeholders across the deal teams, KCM, fundraising teams, and Business Operations This is the expected annual base salary range for this New York-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Base Salary Range $190,000 - $215,000 USD KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.

Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description As valued contributor to our team, you will collaborate with colleagues and management to facilitate communications and negotiations between Fannie Mae and clients regarding loans and other investments. In this capacity, you will work with your team to underwrite and review the issuance of securities to customers. THE IMPACT YOU WILL MAKE The Multifamily Underwriting - Structured Transaction, Principal role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: * Collaborate with management on potential risks and costs involved with providing services customers * Evaluate and recommend changes to the review process to determine lending decisions * Recommend changes to process related to the issuance of securities or other financial loans to the customer THE EXPERIENCE YOU BRING TO THE TEAM Minimum Required Experience * 8 years of Multifamily underwriting and management experience * A comprehensive knowledge of commercial mortgage Multifamily underwriting including property level financial analysis, borrower organizational structure, and market analyses * Demonstrated experience in underwriting and structuring complex transactions Desired Experience * Bachelor's degree or equivalent * Demonstrated relationship management skills, with a proven ability to engage effectively with internal and external stakeholders * Strong written, verbal, and presentation skills for communicating complex transactions to senior leadership and other internal stakeholders * Adept at delivering clear and concise presentations tailored to diverse stakeholder audiences * Strong influencing skills, including negotiation, persuasion, and effective facilitation of meetings * Experience guiding organizational change initiatives to support and achieve strategic objectives * Knowledge of DUS/GSE underwriting guidelines Multifamily Risk - Underwriting - Principal Target Pay Range: $172,000 - $234,000 a year Qualifications Loan, Negotiation, Underwriting Risk Education: Bachelor's Level Degree (Required) The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers. For most roles, employees are expected to work onsite on a regular basis at their designated office location. In-office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote. Fannie Mae is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity/gender expression, marital or parental status, or any other protected factor. Fannie Mae is committed to providing reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment, unless to do so would cause undue hardship to the company. If you need assistance using our online system and/or you need a reasonable accommodation related to the hiring/application process, please complete this form. The hiring range for this role is set forth below. Final salaries will generally vary within that range based on factors that include but are not limited to, skill set, depth of experience, certifications, and other relevant qualifications. This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program). As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here. Requisition compensation: 172000 to 234000

Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description As valued contributor to our team, you will collaborate with colleagues and management to facilitate communications and negotiations between Fannie Mae and clients regarding loans and other investments. In this capacity, you will work with your team to underwrite and review the issuance of securities to customers. *THE IMPACT YOU WILL MAKE* The Multifamily Underwriting - Structured Transaction, Principal role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: * Collaborate with management on potential risks and costs involved with providing services customers * Evaluate and recommend changes to the review process to determine lending decisions * Recommend changes to process related to the issuance of securities or other financial loans to the customer *THE EXPERIENCE YOU BRING TO THE TEAM* Minimum Required Experience * 8 years of Multifamily underwriting and management experience * A comprehensive knowledge of commercial mortgage Multifamily underwriting including property level financial analysis, borrower organizational structure, and market analyses * Demonstrated experience in underwriting and structuring complex transactions Desired Experience * Bachelor's degree or equivalent * Demonstrated relationship management skills, with a proven ability to engage effectively with internal and external stakeholders * Strong written, verbal, and presentation skills for communicating complex transactions to senior leadership and other internal stakeholders * Adept at delivering clear and concise presentations tailored to diverse stakeholder audiences * Strong influencing skills, including negotiation, persuasion, and effective facilitation of meetings * Experience guiding organizational change initiatives to support and achieve strategic objectives * Knowledge of DUS/GSE underwriting guidelines Multifamily Risk - Underwriting - Principal Target Pay Range: $172,000 - $234,000 a year Qualifications Loan, Negotiation, Underwriting Risk Education: Bachelor's Level Degree (Required) The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers. For most roles, employees are expected to work onsite on a regular basis at their designated office location. In-office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote. Fannie Mae is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity/gender expression, marital or parental status, or any other protected factor. Fannie Mae is committed to providing reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment, unless to do so would cause undue hardship to the company. If you need assistance using our online system and/or you need a reasonable accommodation related to the hiring/application process, please complete this form . The hiring range for this role is set forth below. Final salaries will generally vary within that range based on factors that include but are not limited to, skill set, depth of experience, certifications, and other relevant qualifications. This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program). As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here . Requisition compensation: 172000 to 234000 Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at careers_*********************.

Whether you're a recent grad or a seasoned professional, you can experience meaningful career growth at Rosendin. Enjoy a true sense of ownership as you work with a proven industry leader on some of the most exciting and high-profile projects in the nation. We offer a wide range of job opportunities, competitive compensation, full benefits, an Employee Stock Ownership Plan and more. Why Rosendin?Committed. Innovative. Engaged. If you're looking to take your career to the next level and work with some of the best and brightest in the industry, we want to hear from you. Since our founding over 100+ years ago, Rosendin has been driven to positively impact the communities where we live and work. We are an organization built on integrity and we have a culture that empowers people, embraces diversity, and inspires everyone to do their best. As one of the largest EMPLOYEE-OWNED electrical contractors in the United States, you will have the unique benefit of being a shareholder at a company that is experiencing tremendous growth and success. When our people succeed and fuel our success, we reward them. We'd love to have you as a shareholder! YOUR NEXT OPPORTUNITY: The Principal Sourcer, SWAT is a senior individual contributor responsible for delivering high-impact sourcing solutions across Rosendin's most critical and complex hiring needs. Operating as part of a small, specialized team, this role is deployed directly by the Sr. Director, Talent Acquisition to address the organization's highest priorities, whether that's executive leadership, specialized talent, or large-scale hiring surges. This individual is a master talent strategist and market researcher who can collaborate seamlessly across all levels of leadership, influence hiring outcomes, and enable Talent Acquisition Partners with insights, talent maps, and market intelligence. The SWAT team is small, nimble, and built to move fast where it matters most. WHAT YOU'LL DO: Strategic Sourcing & Delivery Execute proactive sourcing strategies to identify, engage, and deliver top talent across corporate, engineering, IT, and electrical construction disciplines. Serve as a ”first responder” for critical or hard-to-fill searches across the enterprise, including executive, niche, or volume hiring priorities. Build, refine, and deliver highly qualified shortlists using advanced sourcing methodologies, market mapping, and competitive intelligence. Collaborate directly with business leaders, HRBPs, and TA Leadership to assess talent needs, define profiles, and influence hiring strategies. Own full-cycle sourcing execution, from research and outreach to screening and candidate presentation, ensuring a consistent, inclusive candidate experience. Market Intelligence & Enablement Build and maintain talent maps and industry research to support both immediate searches and long-term workforce planning. Translate market insights into actionable strategies that guide recruiters, hiring leaders, and executive stakeholders. Identify new talent pools, emerging market trends, and competitor movements that inform recruiting strategy. Serve as a mentor and subject matter expert for other sourcers and talent acquisition partners, upskilling the broader TA organization in sourcing best practices, tools, and Boolean methodology. Stakeholder Management & Influence Partner with executive and senior business leadership to understand evolving hiring needs and deliver tailored sourcing strategies. Act as a trusted advisor to Talent Acquisition Partners, providing market data, sourcing plans, and candidate intelligence to enable faster, higher-quality hires. Collaborate cross-functionally with TA Programs, Recruiting Systems, and Employer Branding to ensure sourcing efforts align with enterprise goals Innovation & Continuous Improvement Drive innovation in sourcing strategy through automation, AI, and new recruiting technologies. Contribute to the ongoing refinement of Rosendin's SWAT model - helping define how elite sourcing support scales across business units. Track performance metrics, share outcomes, and report on key sourcing initiatives to demonstrate impact and ROI. WHAT YOU'LL NEED TO BE SUCCESSFUL: Proven track record of success sourcing for multiple disciplines including engineering, information technology, corporate, and construction roles. Advanced expertise in Boolean search, talent mapping, and competitive intelligence. Strong business acumen with the ability to partner effectively across diverse functions and leadership levels. Excellent communication and stakeholder management skills; comfortable presenting market insights to executives. Proficiency in sourcing and CRM tools such as LinkedIn Recruiter, SeekOut, HireEZ, Entelo, or comparable platforms. Commitment to fostering inclusive sourcing practices and building diverse talent pipelines. Ability to work autonomously in a remote environment and thrive under pressure in fast-moving, high-priority scenarios. WHAT YOU BRING TO US: Bachelor's degree or equivalent combination of education and experience. 10+ years of progressive experience in talent acquisition or sourcing, with 4+ years focused on specialized, technical, or executive-level recruiting. TRAVEL: Up to 10% as needed WORKING CONDITIONS: General work environment - sitting for extended periods, standing, walking, typing, carrying, pushing, bending. Work is conducted primarily indoors with varying environmental conditions, such as fluorescent lighting and air conditioning. We fully comply with the ADA and applicable state law, including considering reasonable accommodation measures that may enable qualified disabled applicants and employees to perform essential functions. YOU Matter - Our Benefits ESOP - Employee Stock Ownership 401K Annual bonus program based upon performance, profitability, and achievement 17 PTO days per year plus 10 paid holidays Medical, Dental, Vision Insurance Term Life, AD&D Insurance, and Voluntary Life Insurance Disability Income Protection Insurance Pre-tax Flexible Spending Plans (Health and Dependent Care) Charitable Giving Match with our Rosendin Foundation Pay Range $119,600.00-$156,900.00 Annual The pay range for this role is what we expect to pay for candidates that meet the specified qualifications and requirements listed on this job description. Candidate's pay can vary based on location, job-related experience, skills, and education. Our success is rooted in our people. We all come together around long-term vision and a sense of shared ownership. As a group, we do whatever it takes to ensure the success of our business and your career. Rosendin Electric is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. Employment decisions are considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description As a valued contributor to our team, you will design, develop, test, and/or maintain unprecedented hardware, technology, and/or process solutions to solve complex or unusual business issues across projects, programs, and/or products. THE IMPACT YOU WILL MAKE The IAM Principal role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: Drive strategy and execution of Fannie Mae's IAM program strategy in collaboration with a wide range of stakeholders, with a focus on end-to-end process development and automation Provide expert direction on design and implementation of processes and technology supporting multiple capabilities including identity management, access control, federation and authentication Assess and influence risk-based prioritizations for Zero Trust and other IAM capabilities Advise on and assist with security, data, and technology initiatives that impact the entire organization Act as mentor and advisor to other senior colleagues in the Access Management practice area Determine the needs of diverse and complex customer groups which requires applied understanding and resolution of complex or unusual business issues Design and develop technical solutions across simultaneous projects or workstreams, which may include leading matrixed teams There is 1 opening for this position which can be based in our Reston or DC location. THE EXPERIENCE YOU BRING TO THE TEAM Minimum Required Experiences 8 years of experience Desired Experiences Bachelor degree or equivalent 10+ years of experience in developing and implementing enterprise-level IAM and Zero Trust capabilities, defining standards, and influencing product and strategy roadmaps Knowledge of Zero Trust Pillars, frameworks, and implementation strategies, especially in visibility, analytics, and automation Familiarity with industry regulations, including NIST SP 800-207 (Zero Trust Architecture) and SP 800-63 (Digital Identity Guidelines) Knowledge of ICAM-related technology and principles Over 5 years of experience in identity-related design and configuration in cloud environments, and a good understanding of cloud technologies and computing overall Experience in building and executing technology and process roadmaps, including research, planning, and stakeholder engagement Proven experience with Identifying and selecting strategic options, and identifying resources to meet objectives Analyzing data to identify trends or relationships to inform conclusions Thought leadership, training, workforce assessment, and development Governance and Compliance, including policy creation, compliance evaluation, internal investigations, and data governance Adept at Influencing, including negotiation, persuasion, meeting facilitation, and conflict resolution Skills in Relationship Management, including stakeholder, customer, and vendor engagement, network building, and contracting Information Security Technology - Engineering - Principal 196,000.00 - 264,000.00 JR635 Qualifications Active Directory (AD), Active Directory (AD), Amazon Web Services (AWS), Artificial Intelligence (AI), Atlassian JIRA, Authentication Management, Backup and Recovery (Software), Business Insight Skills, Business Process Management Skills, Calendar and Scheduling Tools, Cleaning and Transforming Data, Cloud Technology, Collaborating Cross-Functionally, Communicating in Technical Writing, Communicating Technical Information, Communication, Configuration Management (CM), Conflict Resolution, Coordination, Customer and Market Insights, Customer Relationship Management (CRM), CyberArk, Cybersecurity Analysis, Data Analysis, Data Analysis Interpretation {+ 60 more} Education: Bachelor's Level Degree (Required) The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers. For most roles, employees are expected to work onsite on a regular basis at their designated office location. In-office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote. Fannie Mae is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity/gender expression, marital or parental status, or any other protected factor. Fannie Mae is committed to providing reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment, unless to do so would cause undue hardship to the company. If you need assistance using our online system and/or you need a reasonable accommodation related to the hiring/application process, please complete this form. The hiring range for this role is set forth below. Final salaries will generally vary within that range based on factors that include but are not limited to, skill set, depth of experience, certifications, and other relevant qualifications. This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program). As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here. Requisition compensation: 196000 to 264000

Empowering Financial Futures. For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique. Endowments & Foundations: Empowering our clients to achieve their mission and make a lasting impact. Every endowment and foundation has a distinct set of values and a defining mission. As a long-standing partner, we share in those values, fully align with your vision and work as one to bring you innovative investment and advisory solutions. With the same goals in mind, we will work together to help position your assets for growth and support your organization to deliver on its commitments. The Endowment and Foundation (E&F) investment team is responsible for over $10 billion in assets: approximately $6 billion for the Pew Charitable Trusts and $4 billion in E&F OCIO portfolios. The investment team has decades of experience investing with fund managers across all asset classes, including public equities, fixed income, hedge funds, buyouts, venture capital, real estate and natural resources. In addition to fund investing, the team also co-invests directly in companies and purchases assets in the secondary market. This position will operate in a hybrid work environment. 4 days per week in the office (Philadelphia, PA). This position will require ability and willingness to travel, as needed, up to 50%. OVERVIEW: This role is an outstanding opportunity for you to gain experience investing across asset classes as part of a world class investment team. You will work with Investment Directors in all asset classes performing market research and manager due diligence. The role begins as a generalist and over time, as you reach the Investment Director level, you will develop specialization(s) based on your interests and skills. This position will develop long-term relationships with fund managers, peer investors, and other market participants. RESPONSIBILITIES: Investment Manager Due Diligence. Source and maintain a robust and creative pipeline of investment opportunities for potential inclusion in portfolios. Conduct due diligence on prospective opportunities, including analysis of investment strategy, process, organization, portfolio positions, and performance. Monitor and evaluate current portfolio positions, focused on organizational changes, performance, and risks of the invested fund managers. Market Analysis. Complete analytical reviews of strategies and asset classes. Stay abreast of market conditions and developments that may affect investment holdings and strategies. Contribute to Glenmede's thought leadership through published research. Firm Building. Assisting in building the team's reputation for professional excellence and credibility throughout the investment management community. Build a strong relationship network among investment funds and peers in a subset of investment verticals. Portray Glenmede and our clients as a desired investor to top-tier investment managers. Demonstrate by example high levels of ethics, professionalism, and teamwork. REQUIRED QUALFICATIONS: MBA, CFA, or equivalent work experience. Seven to ten years of relevant experience in an endowment, foundation or pension, asset management firm, investment company, bank or equivalent. PREFERRED QUALIFICATIONS: Strong quantitative and qualitative problem-solving and research abilities. Strong verbal and written communication skills, including comfort with public speaking. Ability to work both independently and within the team and across the organization in a collaborative manner. Ability to network externally. Proficiency in Excel and ability to learn new technology quickly. Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ Our Benefits Overview: -Competitive health and welfare benefits, including company HSA contributions -Numerous voluntary benefit choices available -Superior 401k match -Tuition reimbursement -Company subsidized commuter benefits -Generous paid time off, including parental leave -Plus more! Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. **************************************************** ** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede. #LI-DNI

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Role/ Department: This role will sit in the Cybersecurity Governance, Risk and Compliance (GRC) team within Northern Trust's Technology function (1st Line of Defense). The Cybersecurity GRC Compliance Principal will act as an experienced subject matter expert driving the operation and enhancement of the functions of the team, which include monitoring and adherence to cyber rules and regulations, controls oversight and assurance, and co-ordination of cyber controls information and evidence to regulators, auditors and clients. The ideal candidate will combine deep subject matter expertise in both cybersecurity and assurance (audit or compliance) disciplines, and have exceptional communication and stakeholder management skills. The key responsibilities of the role include: * Lead the technical direction and development of cyber compliance and assurance initiatives, providing expert guidance and support. * Act as a central point of coordination and subject matter expert for cyber controls information and evidence requests, including SOC2 and SOX testing and reporting for all cyber controls. * Interface with Internal Audit for all cyber audits, providing expertise, consolidation, and coordination. * Facilitate the production of information and evidence on cyber controls for regulatory requests. * Facilitate the production of information and evidence on cyber controls for client requests, supporting new client revenue generation and existing client retention. * Oversee and ensure adherence to all cyber-related regulatory requirements in all jurisdictions globally in which Northern Trust operates, leading action to address new requirements. * Provide oversight, tracking, analysis, and reporting of all cybersecurity issues and findings to ensure timely, complete, and compliant remediation. * Proactively work with the broader Cybersecurity team to ensure new products, services, and processes are built and operated in a controlled and compliant manner. * Engage with a range of senior stakeholders across Lines of Defense to ensure cybersecurity regulations and internal control requirements are well understood and embedded in business and technology practices. Skills/Qualifications: * Bachelor's or Master's degree in Information Security, Computer Science, or a related field. * Minimum of 10 years of experience in cybersecurity, with a focus on assurance or audit. * Extensive knowledge of cyber regulations, risk management frameworks, and methodologies. * Proven experience in technical leadership roles, influencing executive stakeholders. * Strategic thinker with a strong understanding of cyber threats, vulnerabilities, and risk mitigation options. * Innovative thinker and adaptable to change. * Exceptional communication and presentation skills, capable of translating technical risk into business terms. * Excellent analytical, problem-solving, and decision-making skills. * Relevant certifications such as CISSP, CISM, CRISC, or similar. Salary Range: $114,700 - 194,900 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Loading job Back to Search Results Previous Opportunity Next Opportunity Principal Director, FP&A Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now Save Job Saved Description Envestnet is seeking a Principal Director, Financial Planning & Analysis to join our Finance department. This is a hybrid role, with in-office work required at our Berwyn, PA office location. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Envestnet's Strategy: * Deliver the industry-leading wealth management platform, powered by advanced data and insights * Leverage our scale and efficiencies to serve our clients' needs comprehensively * Enable financial advisors to deliver more holistic advice - reflecting a more complete view of their clients' financial lives, and in a more connected environment For more information, please visit ****************** Job Summary: The Principal Director of FP&A reports directly to the Head of FP&A and plays a pivotal role in shaping and executing the company's financial strategy. This leadership position is responsible for overseeing financial planning, budgeting, forecasting, and analytics that support strategic decision-making and drive business performance. This is a hands-on role requiring a proactive, motivated, results-oriented individual who thrives in a dynamic environment and is comfortable rolling up their sleeves to work alongside the team. The ideal candidate will bring a strong analytical mindset, strategic vision, and a collaborative approach to problem-solving. Job Responsibilities: * Planning * Lead both the short- and long-term integrated planning process for the Wealth business segment to create meaningful financial plans that guide the organization and drive for the achievement of financial and operational objectives * Lead the annual and quarterly budgeting process, ensuring accuracy and alignment with organizational goals * Leverage financial expertise and robust business acumen to provide comprehensive decision support * Reporting & Analysis * Provide internal reporting and analysis of key operating metrics and financial results monthly * Provide insightful financial analysis to support strategic initiatives and operational decisions * Present findings and recommendations to the executive team and other stakeholders * Create actionable management reporting to drive a deep understanding of financial and operational performance * Conduct profitability analysis of customers, business lines, and new business opportunities * Execute insightful scenario planning and sensitivity analytics * Process Improvement * Act as both a visionary and a source of execution for the continued transformation of the FP&A Function * Identify opportunities for process improvement within the FP&A function, implementing best practices to enhance efficiency and effectiveness * Constantly identify new ways to align data with business knowledge and deliver new value * Actively identify ways to eliminate non-value work and leverage automation whenever possible * Innovate in the area of business analytics, to identify and execute new models that can deliver true business insight * Team Management & Cross Collaboration * Build and lead a high-performing FP&A team, providing mentorship and guidance, fostering a results-driven culture within the finance department * Mentor and develop FP&A team members, fostering a culture of excellence and accountability * Serve as liaison to Accounting to ensure business unit activities are properly accounted for, particularly revenue recognition * Partner with cross-functional teams to align financial goals with business objectives * Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested * As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk Required Qualifications: * Proven experience in financial planning and analysis, preferably in a leadership role * Advanced degree, preferably an MBA or equivalent preferred, CPA desirable * 10+ years of progressive finance experience * Strong financial management skills, excellent planning, budgeting, and analytical capabilities * Excellent problem-solving skills: ability to identify and resolve problems in a timely manner * Strong interpersonal and communication skills, both written and oral * Ability to synthesize complex or diverse information * Experience in change management * Industry experience preferred - financial technology, wealth management, financial services Envestnet: * Be a member of an innovative and industry leading financial technology and solutions company * Competitive Compensation/Total Reward Packages that include: * Health Benefits (Health/Dental/Vision) * Paid Time Off (PTO) & Volunteer Time Off (VTO) * 401K - Company Match * Annual Bonus Incentives * Parental Stipend * Tuition Reimbursement * Student Debt Program * Charitable Match * Wellness Program Envestnet is an Equal Opportunity Employer. #LI-LM1 Share: Share with Email Share on Twittershare to twitter Share on Facebookshare to facebook Share on LinkedInshare to linkedin Apply Now

We are seeking a strategic, analytical, and collaborative leader to join our Enterprise Transformation team as Principal, Transformation Analytics & Value Realization. This high-impact role blends process optimization, data-driven insight generation, and strategic advisory to drive meaningful change across the organization. You will lead initiatives from ideation through execution-translating complex challenges into actionable insights and measurable value. You'll also champion enterprise-wide value realization by embedding best practices in business case development, benefit tracking, and performance transparency. This role offers a unique opportunity to work at the intersection of business strategy, analytics, and innovation-including exposure to AI/ML-driven methods through collaboration with our AI Center of Excellence. Section 2: Job Functions, Essential Duties and Responsibilities Strategic Framing & Value Realization Partner with business leaders to define problems, shape outcomes, and identify value opportunities using a consultative, data-informed approach. Lead the development of business cases that support strategic investment decisions. Promote disciplined value measurement and benefit realization practices across the transformation lifecycle. Process Mapping & Operational Analysis Facilitate discovery sessions and develop process maps to identify inefficiencies and improvement opportunities. Use tools like Lucidchart, Visio, or Miro to create scalable, actionable documentation. Integrate process insights with value assessments to support opportunity sizing and strategic planning. Data Analysis & Insight Generation Analyze data from multiple enterprise sources using tools like SQL, R, and Python to uncover trends and performance drivers. Design and deliver end-to-end analyses-from data gathering to executive-ready insights. Collaborate with the AI COE to apply advanced techniques (e.g., NLP, pattern recognition) to enhance strategic decision-making. Cross-Functional Partnership Serve as a trusted advisor to Product Owners, Project Managers, and operational leaders. Facilitate ideation and strategic alignment sessions to ensure initiatives deliver on business goals. Support initiative readiness reviews and advise on risk and impact considerations. Value Tracking & Transparency Develop frameworks and dashboards to track initiative performance and realized value in partnership with Product and other stakeholders. Deliver clear, actionable reporting to executives and stakeholders. Continuously refine value measurement practices to improve transparency and accountability. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always . They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day. Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Professional Experience 10+ years in strategic consulting, business analytics, or enterprise transformation. Proven experience in business case development, opportunity analysis, and value realization. Strong command of SQL, R, Python, and Excel; skilled in statistical analysis and data storytelling. Experience synthesizing insights for executive audiences and influencing decision-making in matrixed environments. Familiarity with AI/ML concepts and collaboration with technical teams on advanced analytics. Certifications Lean Six Sigma (Black Belt preferred), PMP, or equivalent certifications in structured problem-solving and continuous improvement (preferred but not required). Preferred Industry Experience 5+ years in retirement services, financial services, or other regulated industries. Familiarity with ERISA, recordkeeping, and plan administration (preferred but not required). The national average salary range for this role is $150-$170k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits . Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

JOB SUMMARYThe Principal is a leader in our firm who has mastered the skills and requirements of the manager role and has demonstrated a capacity to take on greater responsibilities. The Principal may either be a subject matter expert, client service expert, or both. The Principal assists partner in assuming overall responsibilities in a variety of areas, including: engagement management & client service, practice development, discipline & industry expertise, external activities & networking, leadership, and people development.JOB DESCRIPTION Strategy Align with and be a driving force of the business plan of VAS Have a long-term vision and self-motivation to be a steward of growth and change Marketing and Business Development Proactively and effectively contribute to the marketing and business development efforts of VAS Have a proven track record of past activities that produced financial results Account Management and Operational Excellence Exemplify industry best practices in client service, relationship management, and day-to-day quality and risk management of running VAS Being technically strong in business valuation is a must Leadership and Teamwork Reflect the highest professionalism and business acumen in all interactions with clients and team members Be a respected leader and team player, mentoring and guiding the team to meet and exceed their objectives Have prior experience successfully leading and being a team player of a group of business valuation professionals Financial Plans Meet and exceed financial targets set forth for the principal individually and for VAS Prior track record of generating and managing $1.5+ million in annual revenue For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $190,000 to $275,000. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

JOB SUMMARYThe Principal is a leader in our firm who has mastered the skills and requirements of the manager role and has demonstrated a capacity to take on greater responsibilities. The Principal may either be a subject matter expert, client service expert, or both. The Principal assists partner in assuming overall responsibilities in a variety of areas, including: engagement management & client service, practice development, discipline & industry expertise, external activities & networking, leadership, and people development.JOB DESCRIPTION Strategy Align with and be a driving force of the business plan of VAS Have a long-term vision and self-motivation to be a steward of growth and change Marketing and Business Development Proactively and effectively contribute to the marketing and business development efforts of VAS Have a proven track record of past activities that produced financial results Account Management and Operational Excellence Exemplify industry best practices in client service, relationship management, and day-to-day quality and risk management of running VAS Being technically strong in business valuation is a must Leadership and Teamwork Reflect the highest professionalism and business acumen in all interactions with clients and team members Be a respected leader and team player, mentoring and guiding the team to meet and exceed their objectives Have prior experience successfully leading and being a team player of a group of business valuation professionals Financial Plans Meet and exceed financial targets set forth for the principal individually and for VAS Prior track record of generating and managing $1.5+ million in annual revenue For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $190,000 to $275,000. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

As a Principal Data Governance Analyst, you will establish the data governance framework including standards, policies and practices for utilizing data throughout our technical and business ecosystems. Ensure data initiatives are aligned to the overall strategic goals of the credit union. Responsible for data quality metrics required by the business stakeholders to govern the data for the long term. Lead cross-functionally to drive data effectiveness and excellence throughout the organization, emphasizing data quality and managing data proliferation. Create data governance strategy and executing deliverables outlined in data governance roadmap. This role is crucial for ensuring that enterprise data assets are properly defined in Business Data Glossary, cataloged in Data Catalog, validated for data lineage accuracy, and structured under a consistent, business-aligned metamodel. The incumbent will also configure approval workflows and collaborate with data stewards and engineering teams to ensure trusted data governance practices are applied. This role will also be responsible for establishing an internal controls framework to include controls at each data hop for enterprise critical data elements. Informatica IDMC tool experience is highly preferred. Responsibilities Partner with business and IT stakeholders to establish data governance roadmap, including enterprise-wide data quality framework Implement deliverables from the enterprise data governance roadmap to support the strategic, tactical, and operational data initiatives Lead the implementation of the enterprise data governance structure, establish the enterprise data governance council and lead realization of data as an asset Lead the creation, maintain, and monitor the data governance policies, standards, processes, procedures and playbook(s) for guiding the data management for on-prem and cloud as well as monitor adherence Create and facilitate data governance education and training for the enterprise on core data concepts, practices, standards, and guidelines Lead and support enterprise critical data elements (CDE) identification and standardizing definitions, and maintaining and publishing definitions Promote participation and buy-in for data governance activities throughout the organization including recruiting, cultivating and developing data stewards throughout the organization. Explain the benefits of data governance policies and procedures within the context of the user's needs Create and maintain enterprise data catalog and ensure it is up-to-date and collaborate with data stewards. and manage data catalog Analyze application and business domain data requirements and business rules, understanding the data flow from source to screen; develop and present recommendations derived from analysis Lead the integration of data governance controls in existing business and technical processes Lead the design and implementation of end-to-end metamodel within data governance tool. Define relationships between data assets, business terms, and technical metadata to ensure consistent structure across the catalog and business glossary Education: Bachelors Degree - Computer Science, Engineering, Information Security, Management, Accounting, Finance or Related - Minimum Graduate Degree - Computer Science, Engineering, Information Security, Management, Accounting, Finance or Related - Preferred Years of Experience: 9 Years - Data Governance, Data Management or related - Minimum At least 7 years of experience in Data Governance, lineage, metadata, and controls Informatica IDMC tool experience is highly preferred In Lieu of Education: 12 years - Data Governance, Data Management or related Compensation & Benefits: Typical hiring range: $113,000 - $159,550 Annually. Actual compensation will be determined using factors such as experience, skills & knowledge. Additional Compensation: Annual performance bonus Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match. Additional Benefits: Work from home up to 3 days a week Paid parental leave Employee discount programs Time off including paid personal and sick days 11 paid holidays Education reimbursement *Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment. Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives. The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, London, Nashville, and Tampa, there is a spot for you! We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people. At Frazier & Deeter, we're committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life. Job Summary: A Tax Principal works closely with partners, as well as staff and clients and is responsible for planning, managing, reviewing, and completing client engagements. FD is looking for a motivated individual that will become an integral part of the firm and serve as a leader in the office. Our professionals have one goal in mind when working with clients - to help them minimize their tax liability while keeping them in compliance with ever-changing tax laws. In addition to providing consulting and compliance tax services, our professionals offer several additional services, including stock option planning and international tax advice. We also provide expert consultation regarding tax implications on investments, mergers and acquisitions, reorganizations, and liquidations. Duties/Responsibilities: Manage and conduct high level review of complex tax returns for our individual clients, business returns and trust returns Stay current with changes in tax laws and regulations, advising clients on their impact and opportunities Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery Develop and maintain strong client relationships by providing exceptional service and understanding their business needs Work closely with partners, senior managers, seniors, and staff to integrate practice development skills into a team approach to client service and new business development Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively Monitor engagement profitability through managing budgets, billing, and client expectations effectively Actively participate in and lead business development efforts, including networking, attending industry events, and assisting with proposals to attract new clients Education and Experience: A Bachelor's degree and/or Master's degree in Accounting Active CPA license 10+ years of Corporate Tax experience in public accounting Familiarity with ASC 740 (Accounting for Income Taxes) and FAS 109 Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite Drive business development by identifying opportunities to expand relationships with corporate clients and attract new clients to the firm Proven expertise in overseeing complex client engagements and delivering high-quality client service Ability to develop tax planning strategies for clients Experience supervising, training, developing, and reviewing the work of staff and senior associates #LI - hybrid