UBS jobs in Houston, TX - 58 jobs

Your role Are you an expert on risk and supervision? Do you know how to make the right call in challenging situations? We're looking for a Supervisory Officer to: * drive initiatives related to sales supervision, compliance and business risk, including implementation and education * manage review of various supervision processes and procedures * serve as a point of contact regarding matters that need attention or on issues that cannot be resolved, and escalate issues as required Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 2+ years of experience as a risk/supervisory manager, or other substantive leadership role with a leading financial institution * series 7, 8 (or 9/10), 66 (or 63/65); insurance a plus * track record of leadership, mentoring and coaching success * great communicator comfortable address difficult conversations * reliable when working independently, with sound judgment relating to issue escalation * quickly adaptable to changing market situations, technology and business needs About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Director, First Line of Defense Controls Lead to join our Corporate Trust team. This role is located in Houston, TX. In this role, you'll make an impact in the following ways: Establish, manage and oversee a robust internal control framework; facilitating the implemention and governance of controls to manage platform processes, aligned with compliance regulations, rules, standards, and policies. Design, implement and assess controls that detect material and emerging risks before they materialize. Contribute to 1LOD risk and control taxonomies aligned to Enterprise Risk Framework Enforce risk appetite across all activities including monitoring adequate resourcing, risk mitigation, identification and remediation of issues, and driving remediation programs to ensure timely closure of actions plans, audit findings, and regulatory requests or findings. Establish a strong partnership with Risk and Compliance 2LOD monitoring risk levels and escalating when outside of the agreed risk appetite and defined risk thresholds Partner with Compliance to analyze impact of new regulations affecting the Platform and ensure necessary changes are delivered to the Platform's control environment, product design, reporting processes, Laws, Rules and Regulations mapping and/or contractual structures. Embed core risk management processes across the Platform to comply with Risk & Compliance Frameworks and Policies, including Risk Identification, Assessment and Monitoring, RCSA, HLA, ORE, Operational Risk Limits (former KRIs), Controls Testing, Resilience Planning, and Scenario analysis across all risk types Act as the Platform's primary point of coordination for control related engagements with lead regulators, external auditors, clients, and internal teams including 2LoD and 3LoD, and Legal Entity Management. Drive continuous improvements in control environment through utilizing best in class tools, workflow, and risk analytics in partnership with Practice lead and Controls Hub. Ensure integrity, completeness and proper interpretation of reporting and metrics to provide a holistic risk portfolio view for the Platform and drive actions to address variances To be successful in this role, we're seeking the following: Bachelor's degree in finance or the equivalent combination of education and experience is required, advanced degree is preferred 10+ years of experience in Risk, Compliance and Control a corporate and/or investment banking capacity Strong Understanding of a Risk and Control framework, Control design and Control effectiveness Strong understanding of regulatory and supervisory expectations for large complex financial institutions Requires business, regulatory, operational and technology risk and control management expertise Ability to interpret and apply Risk & Compliance policies and procedures Ability to plan, syndicate and implement balanced risk and control strategies Detail-oriented, with the ability to follow up on items or determine appropriate steps for timely escalation and/or resolution Ability to work in a fast-paced environment and manage multiple deadlines and priorities Ability to lead, manage, build, and align a team of individuals having various backgrounds and skillsets to an agile way of working and to achieve new Platform goals utilizing their unique talents, strengths and experiences Deep industry/business/product knowledge and expertise in risk and control functions (incl. best practices) Leadership and influencing skills with the ability to advocate for decisions Ability to develop advanced capabilities (e.g., advanced analytics) to optimize risk return trade-offs for the business Subject matter expertise in the following areas of focus - Market Practice Risk, Fiduciary Risk, or Client / Sales Practice Risk At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Relationship Manager As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. The Expertise We're Looking For * FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire * 1-3 years in financial services with an emphasis in providing an excellent customer experience * Planning experience and knowledge of financial markets and products * Strong social skills and the ability to deliver highly personalized service to each client * Ability to find success in a dynamic, deadline driven, and detailed compliance environment * Ability to think creatively and be comfortable making decisions with the support of your team * Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client's needs top of mind. The Skills You Bring * You are able to facilitate setting targeted appointments that improve engagement with clients * You are client oriented and bring great perspective on financial planning * You have a vested interest in being an advocate for your clients * You are professional with a polished communication style compatible with high net worth clientele * Being coachable, collaborative, and curious are your "go to" attributes Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * You are key to the Fidelity relationship strategy * Deepening client relationships through long term mentorship * Collaborating with the Relationship Manager team company wide * Being responsible for the client contact strategy * Building long-lasting meaningful relationships with clients Certifications: Series 07 - FINRA Category: Relationship Management Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families. An Associate will: Collaborate and network with senior professionals throughout the firm to fuel career success Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs Strive to provide a world-class level of customer service and support Our Comprehensive Development Program Associates will participate in a robust and comprehensive training program - The Associate Development Program (ADP). After years of heavy financial investment and input from industry leaders, ADP is a one-of-a-kind opportunity. The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background. Components of the Associate Development Program (ADP) Include: In-depth industry training on proprietary investments, services, policies and procedures Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience Behavioral training geared toward the development of communication, leadership, and other professional skills Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role Associates have a myriad of opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We take all of our Associates' development seriously, and we focus on understanding each individual's strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management. Job Qualifications We Are Seeking: People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships Accomplished team players who thrive in a rigorous and challenging environment Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere Individuals who have a bachelor's degree with excellence in academics and strong leadership experience Proficiency in Word and Excel are required Desired Qualifications 1-2 years client service experience, financial services industry experience a plus The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus Company Overview Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs. Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose. Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management. Join us in pursuing insights that unlock opportunities. Learn more at ************************ To learn more about Our Purpose and What We Stand for, visit us at ************************/our-story/overview.html Houston, Texas

Who You'll Work With: Private Alternatives Infrastructure is responsible for delivering technology & operations designed to enable revenue growth, drive efficiency, and mitigate risk for the Private Alternatives business channel. Private Alternatives investment strategies include Private Credit, US/European Real Estate Debt, Private Placements, and other private market strategies. Critical functions within Private Alternative Infrastructure include Investment & Fund Operations, Product Implementation, Business Analysis, Project Management, 3rd Party Vendor Integration & Management, and Infrastructure Technology Buildout. The Private Alternative Infrastructure Department collaborates closely with business unit heads across the Firm to develop plans in line with business objectives. What You'll Do: We are seeking a Private Placements Operations Associate to join our Private Alternatives Investment Operations team, supporting the growth and execution of our Private Placements business. Based in Nashville, TN or Houston, TX, this role will be integral to the day-to-day lifecycle management of private placement investments and will serve as a key operational partner to our New York and Houston based investment professionals. This is a hands-on, high-impact role that requires precision, initiative, and a deep understanding of investment operations. The Associate will be responsible for ensuring operational excellence through robust controls, process optimization, and seamless execution of investment strategies. As the business evolves, this role will be instrumental in scaling workflows and driving efficiency across Institutional and Insurance distribution channels. Key Responsibilities of this role may include but not be limited to: * Collaborate directly with investment professionals to lead the operational development of our insurance platform and on-balance sheet strategies, onboard new clients, and oversee security types including 144A and 4(a)(2) private placements. * Execute on the roundtrip trade lifecycle within the Private Placements business ensuring seamless portfolio management operations and trade support for all parts of the deal Lifecycle including but not limited to: * Lead and coordinate all operational aspects of private placement deals, from initial pipeline review through post-trade execution. * Participate in weekly pipeline calls with the Deal Team to anticipate upcoming volumes and prepare operational workflows. * Oversee security setup and order creation per deal team instructions across allocations. * Manage the investor pre-trade compliance checks and collaborate with the Multi-Sector Insurance APM team to resolve compliance warnings. * Manage trade communications, booking, confirmations, and lifecycle events for loan acquisitions, secondary offerings, and restructurings. * Lead deal closings and oversee funding settlement, ensuring transactions are executed timely and accurately. * Maintain the multi-currency note register and ensure accurate transaction booking with service providers. * Respond to and manage inbound client requests, ensuring timely, accurate, and thoughtful resolution across operational and reporting matters. * Contribute to strategic and ad hoc projects-including new product launches, process enhancements, and cross-functional initiatives-as the business evolves and new opportunities arise. * Support strategic initiatives such as new product launches, process enhancements, and integrations with third-party providers. * Partner with our Technology team to identify and implement enhancements to existing operational workflows, driving automation, scalability, and continuous process improvement. What We're Looking For: * Team-oriented individual with the ability to work well across diverse groups in a collaborative, dynamic team environment. * Undergraduate degree with 3-5 years of relevant work experience in investment management operations or financial services environment. * Experience with on-balance sheet Insurance and SMA product types is a plus. * Detail oriented with an ability to be both hands on as well as delegate where necessary. * Organized and extremely thorough with strong problem-solving skills and demonstrated ability to take initiative. * Proficiency of Microsoft Office Applications, specifically Excel & PowerBI. * Ability to effectively prioritize and manage time to complete deliverables timely and accurately. About AB We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! All are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria. Nashville, TennesseeHouston, Texas

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Vice President, Client Operations to join our team. This role is located in Houston, TX. In this role, you'll make an impact in the following ways: * Develop and implement client service strategies by utilizing in-depth knowledge of client operations and industry best practices. * Lead initiatives to enhance client satisfaction and operational efficiency by continuously evaluating and improving service delivery processes. * Ensure compliance with regulatory requirements and company policies by maintaining up-to-date knowledge of industry standards and implementing necessary changes. * Collaborate with cross-functional teams to address client needs and resolve complex issues, demonstrating strong problem-solving skills. * Provide expert guidance and support to internal teams and clients, fostering a culture of excellence and continuous improvement. * Analyze client feedback and operational data to drive improvements and inform strategic decision-making. * Strong analytical and problem-solving skills, with the ability to interpret complex data and make informed decisions. * Excellent communication and interpersonal skills, capable of building strong relationships with clients and internal teams. * Proficiency in client service operations and a thorough understanding of industry regulations and standards. To be successful in this role, we're seeking the following: * Bachelor's degree in business, Finance, or a related field. * Advanced degree or professional certification preferred. * 7-12 years of experience required. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

General information Entity About Crédit Agricole Corporate and Investment Bank (Crédit Agricole CIB) Crédit Agricole CIB is the corporate and investment banking arm of Crédit Agricole Group, the 10th largest banking group worldwide in terms of balance sheet size (The Banker, July 2022). 8,600 employees in more than 30 countries across Europe, the Americas, Asia-Pacific, the Middle-East and North Africa, support the Bank's clients, meeting their financial needs throughout the world. Crédit Agricole CIB offers its large corporate and institutional clients a range of products and services in capital market activities, investment banking, structured finance, commercial banking and international trade. The Bank is a pioneer in the area of climate finance, and is currently a market leader in this segment with a complete offer for all its clients. By working every day in the interest of society, we are a Group committed to diversity and inclusion and place people at the heart of all our transformations. All our job offersare open to persons with disabilities. For more information, please visit ************** Twitter: ************************** LinkedIn: ***************************************************** By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities. Reference 2025-105839 Update date 07/11/2025 Business type Types of Jobs - Corporate & Investment Banking Job title Summer Internship Houston Coverage Contract type Internship/Trainee Term (in months) 3 Expected start date 08/06/2026 Management position No Job summary Position Description: Crédit Agricole S.A. is a global financial institution based in France with over $2.1 trillion in total assets. The Bank offers a full range of services that include retail banking, corporate & investment banking, asset management, insurance, and numerous others. Crédit Agricole Corporate & Investment Bank, a wholly owned subsidiary, provides capital markets, investment banking, and corporate banking services worldwide. Crédit Agricole Corporate & Investment Bank's Houston Office is responsible for executing transactions on behalf of clients headquartered in the U.S. Our clients include public and private companies with a large international presence and annual revenues generally in excess of $1.0 billion. Transactions executed on behalf of clients include but are not limited to strategic and financial advisory, syndicated debt, bond/equity issuances, foreign exchange / interest rate derivatives, securitization, trade finance and structured transactions. The Houston Power & New Energy Coverage Team is seeking a college undergraduate to assist the Power & New Energy Coverage Team in the credit process. The ideal candidate will demonstrate I) strong initiative and the ability to work well under pressure, II) ability to manage numerous assignments at once, III) resourcefulness and independence, IV) professional demeanor, and V) strong interpersonal and communication skills. In addition, the candidate should have an understanding of finance and accounting fundamentals; financial statement analysis and modeling; and valuation methodologies. The Summer Analyst program offers an opportunity for college undergraduates interested in finance and corporate / investment banking to actively participate in this fast-paced and challenging industry. We provide our Summer Analysts with the tools necessary for professional growth and career advancement. The goal of the Summer Analyst program is to develop the ideal candidate into a U.S. Analyst - coverage analyst position upon graduation. Responsibilities: - Work directly with the transaction team to assist on the overall credit process for current and prospective clients. - Undergo financial analysis of current/prospective clients related to capital structure, creditworthiness, and financial performance. - Coordinate the internal approval of transactions related to syndicated debt, bonds, securitization, trade finance, interest rate derivatives and other products within the CA-CIB global platform - Maintain internal models / systems to measure client profitability, risk weighted assets, and the competitiveness of CA-CIB in all product areas - Prepare write-ups, quarterly and annual reviews and other reports in a timely fashion including financial analysis, risk analysis, industry / market overview. - Conduct research projects related to power and new energy sector. Supplementary Information #LI-DNI Geographical area America, United States Of America City HOUSTON Candidate criteria Experience - College student in their penultimate year of study earning a degree in Finance or a related field (Graduation Date: December 2026 - June 2027) - Candidate will not require visa sponsorship now or in the future - Minimum Cumulative GPA of 3.5 - Knowledge of accounting and financial statements - Some financial modeling skills - Developed oral and written presentation skills - Advanced knowledge of major computer applications including Excel, PowerPoint and Word (experience using the Bloomberg terminal is a plus) - Basic grasp of risk/return analysis concepts and tools Languages English

Lazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward - and for careers to take flight. Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world's largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We value the rich diversity that comes from blending local perspective with our global network. In this role, you will become an integral member of the Houston Power, Energy & Infrastructure Banking Group, joining a dedicated team which provides financial advisory services to Lazard's clients. Our Houston office is one of the primary hubs of our global energy practice, which is active in oil and gas exploration, production, refining, midstream, pipelines, and alternative energy. Day-to-day activities of Summer Analysts are dependent on your prior experience and abilities, and include: financial analysis and modeling, company and industry research, participating in the development of client presentations, and interacting with senior bankers and clients. Assignments fall into a range of categories, including M&A, divestitures, general and strategic advisory, and capital markets. Summer Analysts are expected to spend 9 weeks at the Firm. You'll need to have: * Current enrollment at a US university and obtaining a Bachelor's degree with an expected graduation date in December 2027 or May/June 2028 * Top academic performance * Motivation, creativity, maturity, and poise * Strong quantitative background * Strong analytical skills * Excellent oral and written communication skills * Strong attention to detail * Ability to multi-task What we offer You will begin your internship by participating in a week-long comprehensive training program in New York. Throughout the program, you will receive formal mentorship, exposure to our Leadership Team, and participate in various social and networking events with bankers across the Firm. We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career. We expect the base salary for this role to be approximately $120,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. Does this sound like you? Apply! We'll get in touch on the next steps. Representation at Lazard Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions. Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.

Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For * Customer service, phone, or financial services experience will prepare you for this role * Banking, insurance, or financial experience is an excellent addition to your experience * We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses * Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring * Superb interpersonal skills and passion to engage with clients * An aptitude to assess client needs and identify opportunities * Remarkable attention to detail and ability to prioritize * Organizational skills to manage multiple tasks * Being coachable, collaborative, and curious are your "go to" attributes Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * A key member of the team, you are offering support to Fidelity's most valuable clients daily * By identifying leads and making effective introductions, you are directly impacting the success of the branch * Your efforts will be valued by clients and you will find working with those clients a rewarding experience * As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Customer Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

We are seeking a Senior Administrative Assistant for Bernstein Private Wealth Management, a unit of AllianceBernstein, L.P. Senior Administrative Assistants are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors and Management, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with senior investment professionals to serve a broad range of clients' needs. What You'll Do: The Senior Administrative Assistant will work in a dynamic, trust-based partnership with the Managing Director and Financial Advisors to serve a broad range of client needs and will act as a liaison with both internal and external clients. The Senior Administrative Assistant will: Effectively and accurately manage the Managing Director's calendar, including schedule meetings, appointments, and travel plans Be expected to exercise a high level of discretion in connection with complex and confidential duties Support the Managing Director's efforts in recruiting and managing the advisor staff, including interview coordination, on-boarding new advisors, and responding to various advisor inquiries Coordinate complex senior-level internal/external meetings and conference calls Handle a high volume of phone calls from external clients and internal contacts Provide general administrative duties in a timely manner, including the preparation and revision of correspondence, database maintenance, reconciling monthly expenses, and scheduling and management reporting Assist in general office maintenance, which may include ordering office supplies and facilities coordination Work directly with clients in all aspects of client servicing Prepare presentations and reports for management, clients, and prospects Assist in ad-hoc reports and special projects as needed requiring a high level of detail and follow-up Provide support and partnership to the marketing team as needed Take part in a team environment working toward a common goal of providing exceptional client service, including the training of new team members Work the Approximate Hours of: 8:00 a.m.-5:00 p.m. Flexibility to work overtime as workload demands change What We're Looking For: The ideal candidate should have 2-4 years of administrative or executive support experience in a corporate or professional setting with experience working alongside high-level professionals. Ability to independently prioritize and execute multiple complex tasks and projects in a fast-paced, deadline-oriented environment. Outstanding verbal and written communication skills to deliver distinctive client service. Strong time management and organizational skills. Individuals who are client-focused and have a high attention to detail. Accomplished team players who thrive in a rigorous and challenging environment. Strong proficiency in Microsoft Office is required, experience with Salesforce preferred. Who We Are: About Bernstein Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs. Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose. Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,000 employees across 57 locations in 26 countries and over $600 billion in assets under management. Join us in pursuing insights that unlock opportunities. Learn more at ***************** How We Invest in You: AB's purpose is to pursue insight that unlocks opportunity. It is why we exist and what we work at every day. Our shared values define how we work. They're a foundation of our culture, which empowers all of us to be our complete selves - and contribute our distinctive talents. We invest in one another, strive for distinctive knowledge, speak with courage and conviction, and act with integrity - Always! We recognize the value of investing in one another, fostering growth and advancement while meeting evolving individual needs. That's why we've crafted a competitive benefits package and focused intently on developing a holistic approach to employee well-being. Here are a few highlights of what we have to offer: Competitive compensation offerings Retirement plans with matching employer contribution and no fees on core investments A holistic employee benefit package to support your and your family's health and wellness Flexible time off Hybrid work model Mentoring Programs AllianceBernstein (AB) is a global investment-management firm providing industry-leading research and investment solutions through a combination of innovation, intellectual curiosity, and relentless ingenuity. We offer high-quality research and diversified investment services to institutional and individual investors worldwide. Our clients include some of the world's top institutions as well as private-wealth clients and retail investors. Through close partnerships with our clients, we collaborate on investment strategies across regions and sectors to inspire innovative thinking and deliver superior outcomes. We invest in our people and in the communities in which we operate, and we celebrate our diversity to showcase what makes us unique. We offer our talent the opportunity to grow professionally while working on cutting-edge ideas and outcomes in a global culture that operates as a tight-knit community. If you're ready to innovate and grow your career, join us. Houston, Texas

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Associate, Client Processing - Loans Enablement to join our Loans Enablement Operations team. This role is located in Houston, TX. In this role, you'll make an impact in the following ways: * Provides complex analytics and reporting services, working to improve and automate Client Processing systems. * Manages moderate to complex external client issues. * Directly advises other organizational units/teams to ensure timely delivery of service, or resolution of issue. * Meets with organizational units/teams to ensure problems and issues are being addressed appropriately and that they are resolved in a timely manner. * Participates in product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions. * Solves complex problems based on an understanding and knowledge of the intricacies of the system. * Integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients. * Provides support to lower level client processing roles. * May be responsible for allocating and checking work of other team members. * May be responsible for specific supervisory review, training and approval actions. * Contributes to the achievement of related teams objectives To be successful in this role, we're seeking the following: * Bachelors degree or the equivalent combination of education and experience is required. * 5-7 years of total work experience is preferred. * Prior hands-on syndicated loan experience, familiarity with loans servicing, ClearPar, and LSTA preferred * Experience in brokerage processing preferred. * Applicable local/regional licenses or certifications as required by the business. * Prior loan operations experience in a financial service setting preferred * Detail oriented * Excellent verbal and written communication abilities * Ability to self-manage, prioritize, and execute workload * Familiarity with technical applications to include, but not limited to, Microsoft Office applications At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Senior Director, Platform Product Manager At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Director, Platform Product Manager to join our Structured Debt Platform on our Corporate Trust team. This role is located in Houston,TX, Pittsburgh, PA, or New York City, NY In this role, you'll make an impact in the following ways: * Develop, lead, and execute the strategic vision for Analytics & Reporting within the Structured Debt Platform; own the overall Platform roadmap, and align teams around delivery goals. * Provide leadership support to multiple pod-level Product Owners driving the transformation agenda across multiple structured finance product types, including but not limited to CLO, ABS, RMBS, Conduits & Repacs, ensuring alignment across multiple pod-level product backlogs. * Accountable for all risks originated from services delivered (including remediation efforts) and own an aggregated view of risk across the Structured Debt Platform. * Continuously groom & reprioritize pod backlogs, provide strategic input & decisioning, manage & reduce blockers, and ensure continuous flow of work for pods. * Provide day-to-day direction to guide Platform operations and evaluate the impact of the Product against established scorecards. * Collaborate with Product/Platform leadership to share progress, flag challenges, and codify lessons learned. * Manage issue escalations and risks. To be successful in this role, we're seeking the following: * Minimum of 15 years of experience in the Structured Finance or Corporate Trust sectors * High degree of proficiency in OKR, Design Thinking, Event Storming, prototyping, iterative development, Scrum, and Agile product development preferred * Domain expertise in Structured Finance, CLOs, Syndicated Bank Loans, Private Credit, ABS and RMBS * Experience with Structured Finance systems, modeling & Securitization software, such as Solvas (Alter Domas) and ASAP (PWC) * Passion for changing the status quo and driving out-of-the-box ideas. * Eagerness to 'roll up the sleeves' in execution and learning; pushes the team to do the same. * Strong leadership and influencing skills. * Ability to make hard and fast decisions. * Strong problem-solving skills. * Master's degree in Finance, Engineering, Computer Science, Statistics, Economics, Operations Management, or a related field preferred. Bachelor's degree with equivalent experience will be considered. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $160,000 and $300,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $136,500 and $300,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

Your role A Branch Office Administrator provides administrative support to the Branch Manager and broader management team. Detailed salary information: * Pasadena: the salary range for this role is $60000 to $85000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise Scope and complexity of role: Employees provide standard administrative, technical and/or professional support to a certain area. This can be either personal support to one manager or support for a certain area or location. They identify and report process improvements in their own work scope. They keep their own skills updated with new developments in their own field. Autonomy: Under supervision Employees complete tasks as required within their own objectives and in line with team goals. They work within clearly defined processes and may have sufficient leeway for their own input. Organizational impact: Employees establish good working relationships with colleagues in the organization to ensure support in achieving tasks. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity's planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise We're Looking For * Effectively utilizing Fidelity's guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs * Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client's time, as well as plan for post-appointment follow-up * Growing relationships through proactive outreach, you seek to understand clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexity * Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire * Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one! The Skills You Bring * You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each * Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations * You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity's planning and guidance tools, presenting and implementing solutions that best meet the client's needs, you will have a lasting impact on the client's financial future. Please note this role requires in-person attendance in the assigned Branch location. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. The Expertise We're Looking For * We ask that you have at least five years in financial sales role * We believe that three or more years of management within a financial services environment is helpful * We require an active Series 9/10, 7 and 66 licenses The Purpose of Your Role Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation. The Skills You Bring * All-encompassing brokerage and mutual fund knowledge and expertise in financial planning * A contagious enthusiasm for hiring, mentoring and developing new branch associates * Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas * Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities * Positive attitude, empowering business professionalism and strong work ethic with high level of integrity The Value You Deliver You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes. How Your Work Impacts the Organization You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability. Certifications: Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. RRecognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Vice President, Client Processing Manager - Syndicated Loans / Agency Manager to join our Loans Enablement Operations team. This role is located in Houston, TX. In this role, you'll make an impact in the following ways: * Manage an agency portfolio of syndicated and/or bilateral loans, including loan servicing activities, handling advances, payments, rate pricing, and fees. * Research and resolve loan issues, manage complex client inquiries and requests, and investigate and resolve escalations through root cause analysis. * Oversee external client issues for various loan structures, resolving operational issues, technology, and product implementations * Communicate needs and issues to internal and external/clients. * Employ expert and in-depth knowledge for end-to-end syndicated loan processes, to include loan closing, loan servicing/portfolio management, and trade processing * Ability to read and interpret complex commercial credit agreements, and legal documents. * May allocate/coordinate work within a team or project, applying subject matter and industry expertise across multiple syndicated loan disciplines. * Solve complex problems based on an understanding and knowledge of the intricacies of the loan system and industry standards. * Deliver complex analytics and reporting services, working to improve and automate client processing systems. * Provide leadership to team members and support major clients with significant BNY partnerships by managing complex escalations and ensuring the effective execution of operational and technical solutions. * Participate in innovative product development, enhancements, and system testing to ensure accuracy and efficiency. * Provide training, technical assistance and operational support to junior level staff as needed. * May supervise and/or oversee the daily activities for an assigned team and mentor new/less experienced employees. To be successful in this role, we're seeking the following: * Bachelor's degree in Business, Finance, or related field required. - Advanced degree or professional certifications in finance or business administration preferred. * Typically 5-8 years of experience in transaction processing or related field within financial services. * 7-10 years of total work experience is preferred. * Ability to manage multiple tasks and work effectively across groups within the organization. * 5-7 years of directly related experience with syndicated loans and/or comparable commercial lending experience is required, to include knowledge of closing, trading, and loan servicing functions to support complex syndicated loans structures. * Experience with loan-based software Loan IQ and ClearPar strongly preferred. * Prior experience acting as a subject matter expert and coordinating the work of others. * Ability to lead, provide guidance and work under limited supervision. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate, Client Processing Representative II to join our Transactions Processing team. This role is located in Houston, TX. In this role, you'll make an impact in the following ways: Serves as a lead for the day-to-day operations of a small- to medium-sized client processing support team, providing work direction and technical assistance on complex matters. Serves as the primary point of contact for clients and assists in communicating needs and issues internally with operating areas and externally with clients. Participates in processing update to client accounts and company records to ensure they are managed correctly and in a timely manner. Provides support to business and technology managers. Handles complex client inquiries and requests. Identifies, investigates and resolves escalated and/or complex problems in client accounts or company records. Works closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk mitigations. Trains staff in technical tools and skills as well as specific internal or external client support activities to maximize their contribution to the team and ensure compliance with company policies and industry regulations. May be responsible for allocating and checking work of other team members. May be responsible for specific supervisory review and approval actions. Supports the achievement of team objectives. To be successful in this role, we're seeking the following: High school/secondary school or the equivalent combination of education and experience is required. Bachelors degree preferred. 7 plus years of technical and management experience preferred. Experience in the securities or financial services industry a plus. Applicable local/regional licenses or certifications as required by the business. Intermediate to advanced Excel skills Attention to detail, multi-tasking, sense of urgency and using initiative Client Service/Operations experience within financial services is strongly preferred Corporate Trust background preferred Finance/accounting, compliance/reporting, reconciliation background experience preferred CLO/CDO/SOLVAS background preferred At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Vice President, Product Owner to join our Loans Enablement team. This role is located in New York, NY In this role, you'll make an impact in the following ways: * Product Ownership of a loan product, including product strategy, annual roadmaps, and quarterly initiatives * Contributes to the platform's strategic objectives and key results through the use of product-specific data, metrics, and goals * Collaborate with cross-functional teams in operations and client teams to translate the business needs into epics and stories * Responsible for prioritization of the work based on business value, using estimated new revenue, operational KPI and KRIs, and other metrics * Provide day-to-day direction to guide the pod for clarification of story details and acceptance criteria * Knows when to escalate to managers. Able to identify and triage issues with specific features, but understand how multiple features are interrelated and catch more complex problems. * Customer Insights: Effectively defines proper measurement and instrumentation for a product to analyze results post-release/launch. * Assesses the quality of existing UX to make recommendations on how to improve user experience * Ability to create wireframes independently and in coordination with the design team * Signoff on stories through active participation in validation and Sprint Reviews * Facilitates handoff of stories requiring operational readiness, training, or adoption, continuing to track metrics to drive future stories * Fosters agile ways of working, DevOps, and automated testing. To be successful in this role, we're seeking the following: * Experience in the syndicated loan market, private wealth loans, administrative agent, or other loan-type asset classes, or money movement, reconciliations, trading. * Ability to break down highly complex loan initiatives into small epics and stories that deliver incremental business value * Effective collaboration skills. Ability to influence, make hard decisions, and problem solve. * Passion for changing the status quo, driving out of the box thinking. * Ability to adapt and lead through change. * Bachelor's degree in accounting, finance, computer science engineering or related discipline, or equivalent work experience required. * Product experience and agile ways of working At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $102,000 and $230,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Associate, Client Operations to join our Structured Debt Client Platform team. This role is located in Houston, TX. In this role, you'll make an impact in the following ways: * Work with external clients to resolve complex day-to-day issues and direct them to appropriate resources at BNY Mellon. * Support clients in addressing and resolving complex operational and technical issues and ensure requests are executed. * Provide individuals at assigned clients information related to BNY Mellon's products and services representing an array of lines of business and geographies, leveraging an in-depth understanding of broader BNY Mellon services and offerings. * Lead and participate in internal activities and initiatives designed to improve the client experience and help develop process improvements. To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination of education and experience is required. * 5-7 years of total work experience preferred. * Advanced problem-solving skills, judgment, and experience to analyze information and deliver high-quality service to a specialized client base. * No direct reports; provides guidance to less experienced team members. * Client Service/Operations experience within financial services is strongly preferred. * Corporate Trust background strongly preferred. * CLO/CDO background strongly preferred. * SOLVAS background preferred. * Finance/accounting, compliance/reporting, reconciliation background experience strongly preferred. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.