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Operations Manager jobs at Unity Bank - 532 jobs

  • FVP, Customer Experience Director

    Provident Bank 4.7company rating

    Iselin, NJ jobs

    How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience. POSITION OVERVIEW: The person in this role will have a passion for creating, coaching and driving excellent customer experiences and proficiency in collecting, analyzing, and synthesizing information to produce actionable outcomes for a best-in-class customer experience. The incumbent will oversee the day-to-day activities of the CX department. They will have a proven track record as a recognized customer experience leader and will drive thought leadership and a customer centric culture. KEY RESPONSIBILITIES: Constantly exploring new tools and techniques in the industry to help cross functional teams understand customer behavior across journeys Manage relationship with journey analytics partners and define scope and strategy that's aligned with organizational strategic goals Develop use cases to help showcase journey analytics capabilities to current and potential partners Share learnings and capabilities with broader analytics community and advocate use of journey analytics data and tools in defining customer engagement and growth strategies across platforms Develop programs, processes and tools to increase engagement between our customers and their solutions Leads customer experience team, responsibilities and outcomes Maintain current knowledge of major customer business processes at Provident, including evolving plans, while including needs for customer information. Participate in customer process journey mapping and other CX transformational initiatives. Ensure gaps in customer satisfaction are identified and analyzed by CX team, with results and opportunities for improvement communicated effectively. Identify, develop and deliver opportunities to develop advisory solutions to address customer problems and identify commercialization opportunities for the business lines. Constantly evaluate opportunities to add critical customer behavior data to journey views to better understand customer needs and pain points Track and maintain improvements made for customers as an outcome of above processes Serve as an empowered representative for CX leadership in various meetings, and committees as appropriate. Stay up to date on the latest CX trends and find opportunities to implement with organization Participate in customer process journey mapping and other CX transformational initiatives Design customer facing and employee facing materials to ensure brand, tone and messaging consistency. Support partner teams with process flows and brand aligned scripting Review documents, letters and website content to ensure customer centric messaging Act as change agent and thought leader by capturing and sharing customer experience best practices across the organization. Partner with customers to understand their views and insights, utilizing VOC feedback Build a network of relationships internally and externally, with key partners and customers to stay current on issues impacting sales or growth MINIMUM QUALIFICATIONS: 10 years + in Customer Experience, field with demonstrated hands-on experience in consumer and commercial markets. Experience with insurance and wealth a bonus Strategic thinker Strong command of CX processes and CX data and analytics Sound understanding of end-to-end customer journeys Experience with tools and reporting structures of CX Experience with CX listening software Self-starter, self-motivated Strong ability to multi-task Adaptable to a highly changing environment Familiarity with banking regulations Excellent written and verbal communication skills Ability to drive collaboration with cross-functional teams EDUCATION BA/BS degree or relevant experience WORKING CONDITIONS: Work is performed in a normal office environment. Noise levels are usually moderate. This position involves travel to customers and property locations. Prolonged sitting Lifting from 5 to 10 lbs. (printer paper, storage boxes) Occasional bending or overhead lifting (storing files or boxes) The hazards are mainly those present in a normal office setting This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. Pay Details: $103,000 - $147,200 annually Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans. #LI-Hybrid
    $103k-147.2k yearly 60d+ ago
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  • VP, Operational Risk and Resilience - PGIM Risk and Enablement (Hybrid)

    PGIM 4.5company rating

    Newark, NJ jobs

    Job Classification: Corporate - Risk A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do As VP, Operational Risk and Resilience you will be part of the PGIM O&I Risk & Enablement team, where you will provide oversight of Operational risk and Business Resiliency programs for PGIM, domestically and internationally. In this role you will be responsible for driving initiatives to reduce risk, monitor critical business services, improve resiliency, and adhere to local regulatory expectations. You will ensure that effective recovery plans are in place and in compliance with the firm's overall resiliency strategies for effective continuity of operations in crisis events, to reduce resiliency risk and validate recovery strategies. In this capacity you will work closely with the Risk and Enablement team leadership to set strategic direction, design, challenge, and implement business continuity plans for functions and people businesses across the PGIM. This position is based in Newark, NJ. Our organization follows a hybrid work structure where employees can work remotely and/ from the office, as needed, based on demands of specific tasks or personal work preferences. Working from the office is encouraged when working on tasks that require a high degree of collaboration. What you can expect * Drive efforts around education, awareness, and adoption of the Business Resiliency Risk program within PGIM by engaging with affiliates in risk awareness, tracking, resilience decisions and planning. * Influence firmwide team in building frameworks that improve overall risk / resilience management. Maintain strong relationships across all affiliates to facilitate robust planning, solutions, and controls. * Ensure good engagement in threat awareness, exercises, testing, assurance, and other awareness, and contributing to projects designed to introduce/improve processes and tools to enhance the firm's risk management and recovery capabilities. * Partner with Resilience teams across Prudential and other PGIM affiliates. * Perform annual BCP tests on internal and industry drills to exercises and maintain test documentation in accordance with regulatory requirements. * Partner with Operational Risk, Internal Audit, Third Party Risk Management, and other Risk Partners to ensure regulatory requirements are being met and comply with the firm's resiliency strategy. * Act as a trusted advisor to business divisions for business resilience, providing appropriate guidance, business simulations and training on tools and risk mitigation strategies. * Independently develop appropriate reporting and communication * Resolve complex issues and influence business outcomes through collaboration with other business groups and central functions. * Maintain relationships and acts as a trusted advisor to senior business management. * Maintains strong industry perspective with awareness of evolving risks and practices. * Leads a small staff dedicated to the business. What you will bring * Bachelor's degree required. * Minimum of 10-15 years of risk management Industry experience. * Deep knowledge of risk management, business continuity management, and operational resilience principles and practices, as well as exceptional organizational and communication skills * The ideal candidate will be a natural leader with the ability to effectively manage multiple stakeholders, prioritize objectives, and drive significant change in a fast-paced, constantly evolving environment. * Strategic thought leader with proven ability to manage ambiguity and propose workable solutions to challenging problems. * Independent thinker, able to think across silos. * Superior communication skills that project credibility and reliability * Excellent analytical and problem-solving skills. * Willingness to learn and ability to learn new skills and knowledge on an ongoing basis through self-initiative and tackling challenges. What will set you apart? * Prior working experience in financial services industry, trading and/or asset management is preferred. * The ideal candidate will be a natural leader with the ability to effectively manage multiple stakeholders, prioritize objectives, and drive significant change in a fast-paced, constantly evolving environment. * We know not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $200,000 to $230,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. About PGIM Operations and Innovation Group (O&I) PGIM Operations and Innovation drives digital transformation, modern data analytics, and operational excellence across PGIM in partnership with our business and corporate functions. We are aligned into seven verticals to drive innovative solutions and deliver operational services that contribute to PGIM being a world-class investment manager. Our workstreams operate in a collaborative, agile manner and foster a strong community focused on most relevant emerging technologies and best-in-class solutions. About PGIM - Global Asset Management PGIM is the global asset management business of Prudential Financial, Inc. (NYSE: PRU), a leading global investment manager with nearly US$1.2 trillion in assets under management as of 30th December,2022. With offices in 18 countries, PGIM's businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate and alternatives. #LI-HYBRID What we offer you: * Market competitive base salaries, with a yearly bonus potential at every level. * Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. * 401(k) plan with company match (up to 4%). * Company-funded pension plan. * Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. * Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. * Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. * Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
    $200k-230k yearly Auto-Apply 55d ago
  • Operations Support Supervisor

    Bell Bank 4.2company rating

    Bloomington, MN jobs

    The Mortgage Operations Support Supervisor provides leadership and oversight for the Disclosure and Adverse Action teams. This role ensures operational efficiency, compliance with regulatory requirements, and exceptional customer service. The supervisor will guide team members, manage workflows, and collaborate with sales staff to support company goals and values. Responsibilities Team Leadership & Supervision Set a strong example for direct reports and foster a culture of accountability, collaboration, and continuous growth. Provide continuous coaching and mentorship, targeting growth and learning opportunities to develop skills of direct reports. Align team goals with the company's mission and objectives, ensuring clarity in priorities and direction. Proactively identify potential issues, facilitate open communication, and implement solutions that support team cohesion and overall effectiveness. Operational Oversight: Ensure timely and accurate generation and delivery of disclosures within regulatory and company standards. Review and countersign denied files; complete disclosure and adverse action requests as needed to maintain service levels. Monitor workloads and staffing to meet turnaround expectations. Provide guidance to sales staff on disclosure and adverse action requirements. Engage in solutions for escalated issues and maintain strong working relationships across departments. Process Improvement & Compliance: Identify opportunities for process enhancements, automation, and efficiency improvements. Maintain expertise in federal, state, and agency disclosure requirements. Support change management initiatives, system updates, and new product rollouts. Bell Bank Culture, Policy and Accountability Standards: Know by name and face as many customers and employees as possible, calling them by name as often as possible. Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards. Know, understand, and live the company values and bottom line. Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations. All employees are responsible for information security, including compliance with policies and standards which protect sensitive information. Prompt and reliable attendance. Perform other duties as assigned. Education, Experience, and Other Expectations High School diploma or GED required. 4-6 years of experience in mortgage (underwriting, processing, QC, closing, etc.). Team lead or supervisory experience preferred.
    $89k-134k yearly est. 3d ago
  • FVP, Customer Experience Director

    Provident Financial Services 4.5company rating

    Iselin, NJ jobs

    How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience. POSITION OVERVIEW: The person in this role will have a passion for creating, coaching and driving excellent customer experiences and proficiency in collecting, analyzing, and synthesizing information to produce actionable outcomes for a best-in-class customer experience. The incumbent will oversee the day-to-day activities of the CX department. They will have a proven track record as a recognized customer experience leader and will drive thought leadership and a customer centric culture. KEY RESPONSIBILITIES: * Constantly exploring new tools and techniques in the industry to help cross functional teams understand customer behavior across journeys * Manage relationship with journey analytics partners and define scope and strategy that's aligned with organizational strategic goals * Develop use cases to help showcase journey analytics capabilities to current and potential partners * Share learnings and capabilities with broader analytics community and advocate use of journey analytics data and tools in defining customer engagement and growth strategies across platforms * Develop programs, processes and tools to increase engagement between our customers and their solutions * Leads customer experience team, responsibilities and outcomes * Maintain current knowledge of major customer business processes at Provident, including evolving plans, while including needs for customer information. Participate in customer process journey mapping and other CX transformational initiatives. * Ensure gaps in customer satisfaction are identified and analyzed by CX team, with results and opportunities for improvement communicated effectively. * Identify, develop and deliver opportunities to develop advisory solutions to address customer problems and identify commercialization opportunities for the business lines. * Constantly evaluate opportunities to add critical customer behavior data to journey views to better understand customer needs and pain points * Track and maintain improvements made for customers as an outcome of above processes * Serve as an empowered representative for CX leadership in various meetings, and committees as appropriate. * Stay up to date on the latest CX trends and find opportunities to implement with organization * Participate in customer process journey mapping and other CX transformational initiatives * Design customer facing and employee facing materials to ensure brand, tone and messaging consistency. * Support partner teams with process flows and brand aligned scripting * Review documents, letters and website content to ensure customer centric messaging * Act as change agent and thought leader by capturing and sharing customer experience best practices across the organization. * Partner with customers to understand their views and insights, utilizing VOC feedback * Build a network of relationships internally and externally, with key partners and customers to stay current on issues impacting sales or growth MINIMUM QUALIFICATIONS: * 10 years + in Customer Experience, field with demonstrated hands-on experience in consumer and commercial markets. * Experience with insurance and wealth a bonus * Strategic thinker * Strong command of CX processes and CX data and analytics * Sound understanding of end-to-end customer journeys * Experience with tools and reporting structures of CX * Experience with CX listening software * Self-starter, self-motivated * Strong ability to multi-task * Adaptable to a highly changing environment * Familiarity with banking regulations * Excellent written and verbal communication skills * Ability to drive collaboration with cross-functional teams EDUCATION * BA/BS degree or relevant experience WORKING CONDITIONS: Work is performed in a normal office environment. Noise levels are usually moderate. This position involves travel to customers and property locations. * Prolonged sitting * Lifting from 5 to 10 lbs. (printer paper, storage boxes) * Occasional bending or overhead lifting (storing files or boxes) * The hazards are mainly those present in a normal office setting This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. Pay Details: $103,000 - $147,200 annually Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans. #LI-Hybrid
    $103k-147.2k yearly 60d+ ago
  • Director of Operations

    National Retail Transportation 4.1company rating

    Secaucus, NJ jobs

    NRS is a leading provider of transportation & supply chain solutions. As a family-owned and operated company, NRS has delivered smart logistics solutions to numerous Fortune 500 companies spanning over 70 years. Whether it's NRT, Keystone, Keystone Fresh, or Keystone Capacity, our innovative energy drives us towards new and valuable solutions for our clients, even as we continuously grow and strengthen our network. We are dedicated to creating a culture that empowers the individual and offers our associates the opportunity to apply their unique skill to the challenges facing our clients. In the office, the warehouse, or on the road, it is this commitment to our innovative spirit that unites us in common mission to push boundaries in the logistics industry. Job Overview: We are seeking a proven operations leader to oversee a high-volume, fast-paced 3PL distribution center environment. This role is responsible for driving operational excellence, ensuring safety and efficiency across multiple shifts, and leading large, diverse teams of associates. The ideal candidate brings big-box distribution experience, deep WMS expertise, and a passion for process improvement. This position plays a key role in meeting customer demands, enhancing cost efficiency, and building a culture of teamwork, development, and continuous improvement. Job Description: Meet and exceed Customer requirements in a fast paced and dynamic 3PL Operation Support multiple set shifts at Distribution Center working 7 days a week. Ensure safe, efficient warehouse facility operations by advocating safety training & accident preparedness. Implement and improve operational policies and procedures to enhance efficiency and space utilization Meet or exceed volume and department efficiency goals. Have the ability to analyze and make staffing adjustments to respond to workflow demands. Create and adhere to organizational best practices and safety standards. Maintain & continuously improve cost-efficiency and facility performance enhancement. Actively coach, counsel, mentor & inspire staff to facilitate personal growth and development. Establish and maintain partnerships across all levels of departments in order to implement strategic solutions. Help create and reinforce a positive, collaborative team environment that respects and values diversity. Requirements: 7-10 years of related experience directly reporting to Senior Leadership. Big-box operational experience is strongly preferred. Experience supervising large, diverse teams of several hundred hourly associates. Strong WMS experience is required. Ideal candidates would have led or played a key part of a WMS integration; working knowledge of Manhattan is strongly preferred, but not required. Strong reasoning, analytical, and problem-solving skills. Ability to interpret and communicate policies & procedures clearly. Strong technical skills in Windows/MS Office (Word & Excel). A passion for training and empowering operations leaders in the building. Willingness to tackle exciting new process-improvement projects. Physical Demands: Supervisory Presence: Regular walking and standing to oversee warehouse operations, inspect inventory, and monitor staff performance. Computer Use: Frequent use of computers and handheld devices for inventory management, scheduling, and communication, necessitating manual dexterity. Environmental Exposure: Work may involve exposure to warehouse environments, outdoor conditions, and all types of weather while managing operations in the yard. EEO Statement: NRS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. #NRSIND
    $100k-130k yearly est. 15d ago
  • Manager of Operational Risk Management

    Provident Bank 4.7company rating

    Iselin, NJ jobs

    The Manager of Operational Risk Management is the Second Line of Defense, within the Bank Enterprise Risk Management (ERM) structure, is responsible for supporting the development and operation of Operational Risk Management (ORM) team in line with the Bank's Risk Management standards and the Three Lines of Defense Model. The role supports ERM with planning, execution and finalization of ORM requirements, the integration of ORM into responsibilities relating to ERM activities, and ad-hoc projects as prescribed by the Chief Risk Officer. This position supports the implementation of the Operational Risk Management objectives including managing Risk & Control Self-Assessments with the 1 LOD. The position participates in identifying, measuring, mitigating, monitoring and reporting on risks across the Bank, synthesizing the results and reporting the outcome to executive management. The role includes responsibility for establishing risk frameworks and evolving policies that align to the Bank's risk methodology and providing independent oversight of their implementation across the enterprise. KEY RESPONSIBILITIES : Assist the Chief Risk Officer with maintaining the Enterprise Risk Management Program and managing the Bank's Operational Risk Management Program (“Integrated ERM/ORM Program”). The incumbent's activities in the Integrated ERM/ORM Program include responsibilities to: Maintain the Bank's Risk Appetite Statement, enterprise-level Key Risk and Key Performance Indicators (“KRIs & KPIs”), Enterprise Risk Assessment, and associated support activities surrounding the ERM program; Develop and implement the Bank's Risk & Control Self-Assessment (“RCSA”) program including the required infrastructure, templates, risk and control libraries, training and support to the 1st Line of Defense (“1st LOD”); Review and provide effective challenge of the Risk Control Self Assessments. Collaborate with the 1st LOD to address and remediate control gaps, weaknesses and drive continuous improvement. Prepare reporting including the aggregation of RCSA results by risk domain and business unit. Communicate results to the key stakeholders; Work closely with the Risk team to ensure goals, objectives and results align between teams and meet the overarching goals of the Integrated ERM/ORM Program; Proactively manage and advise the CRO on potential / emerging risks related to ERM/ORM risk management to assure objectives are achieved, losses are minimized, and strategic goals and objectives can be achieved; Develop reporting to executive management and the Board Enterprise Risk Committee regarding ERM/ORM risk management policies, processes and execution; Develop and implement changes as needed to minimize risks as well as improve internal and external risk characteristics across all business lines; Analyze qualitative and quantitative data to develop process efficiencies and/or metrics for key operational risk and early warning indicators; Actively participates in Bank initiatives and projects, as needed, providing risk management, data analysis and bank processing knowledge and skills; Manage staff, as assigned and including specialized staff (e.g. technology risk), to achieve the assignments and objectives of the department, grow and develop their skills sets, and provide guidance and direction on completing deliverables; and Meet the expectations of the Chief Risk Officer relative to staff time management, reviews and all other supervisory requirements. MINIMUM QUALIFICATIONS: B.S. required - concentration in Accounting Finance, Business Administration preferred. Advanced degree or professional certification, a plus. 10+ years of prior banking experience. Banking knowledge to include but not limited to Front and back-office bank operations and processes, banking fraud and payment fraud. Working knowledge of IT processes and principles. Knowledge of risk profession frameworks and/or methods, particularly in the area of operational risk management principles and practices. Strong analytic, logical reasoning and problem-solving skills. Strong management skills. Strong understanding of quantitative analyses - math / statistical analysis. Process improvement and technology skills, plus. Excellent interpersonal skills. Strong verbal/written communication and executive-level presentation skills. Ability to work independently, set goals, prioritize, focus, and have time management skills. Strong knowledge of Excel (intermediate to advanced), Word, Visio, Power point. WORKING CONDITIONS: Work is performed in a normal office environment. Noise levels are usually moderate. This position involves travel to customers and property locations. Prolonged sitting Lifting from 5 to 10 lbs. (printer paper, storage boxes) Occasional bending or overhead lifting (storing files or boxes) The hazards are mainly those present in a normal office setting This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. PAY DETAILS: $150,500 - $177,00 annually Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
    $150.5k-177k yearly 11d ago
  • VP, Wealth Risk & Operations

    Firstnational 3.8company rating

    Minneapolis, MN jobs

    At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: We are seeking an experienced Vice President, Wealth Risk and Operations to lead first-line risk management, compliance oversight, and operational excellence for our Wealth Division. The ideal candidate will bring proven experience in Wealth risk and compliance, deep knowledge of the regulatory landscape, operational best practices and a transformative leadership style. This role encompasses three integrated oversight responsibilities: 1. First-Line Risk Management - Independent risk oversight, assessment, and monitoring across all wealth activities 2. Compliance Leadership - Comprehensive regulatory program management, policy implementation and examination collaboration 3. Operations Leadership - Direct management of operational teams delivering client support and transaction processing You will balance robust first-line risk management and compliance oversight with operational leadership in a highly regulated environment. This position requires a risk-focused leader with deep wealth management regulatory expertise who can simultaneously drive operational excellence through director-level teams while ensuring adherence to SEC, FINRA, OCC, and state trust regulations. The successful candidate will integrate risk management, compliance oversight, and operational execution by designing frameworks that enhance both regulatory adherence and operational efficiency. With decision-making authority, you will have accountability for risk acceptance, compliance matters, operational transformation, and resource allocation with financial implications for the division. This role maintains a unique enterprise perspective, regularly representing Wealth in bank-level governance forums while also being embedded in day-to-day divisional operations. Through daily collaboration with Wealth leadership and cross-functional partners, you'll develop the insights needed to anticipate emerging risks, identify process improvement opportunities, and drive strategic change initiatives. Beyond technical expertise, this role requires exceptional leadership capabilities to build and develop high-performing teams during a period of significant transformation. You will foster a culture that balances operational discipline with innovation, ensuring we meet our fiduciary obligations while delivering exceptional client experiences. For a strategic leader with wealth management risk expertise and operational transformation experience, this role offers the rare opportunity to shape the future of our Wealth division while gaining significant executive visibility across the enterprise. The position reports directly to the SVP of Banking Risk, Operations and Data and has exposure to Banking leadership. About This Role: Key Responsibilities First-Line Risk Management and Oversight Independent Risk Assessment & Monitoring Conduct comprehensive risk assessments across wealth management activities (trust, investment advisory, brokerage). Provide independent first-line oversight of operational, fiduciary, reputational, and strategic risks. Develop, implement, and monitor Key Risk Indicators (KRIs) and risk metrics. Oversee testing, monitoring, risk assessments, and mitigation plans for the division. Make independent decisions regarding risk acceptance within established governance frameworks. Risk Governance & Control Framework Evaluate existing processes and direct activities to address control gaps using deep knowledge of common risks. Anticipate, assess, monitor and report on risks to division leadership and enterprise risk management. Design and implement risk management frameworks that support business growth while maintaining control standards. Compliance Leadership and Regulatory Management Regulatory Compliance Oversight Serve as compliance leader for the Wealth division ensuring adherence to SEC RIA regulations, FINRA rules, OCC trust requirements, and state fiduciary regulations. Implement and maintain comprehensive compliance programs across wealth business lines. Serve as liaison with second line during examinations, inquiries, and ongoing regulatory relationships. Compliance Program Management Develop and maintain division-wide compliance policies, procedures, and control frameworks. Oversee compliance monitoring, testing, and surveillance programs across all operational areas. Lead compliance training programs and ensure staff understanding of regulatory obligations. Policy Development & Regulatory Reporting Create and update compliance policies covering fiduciary duties, conflicts of interest, advertising, and privacy requirements. Oversee preparation of regulatory documents including Form ADV, RC-T, 13F, and other required filings as well as books and records Ensure proper licensing and registration maintenance across all division personnel Coordinate with Legal and Enterprise Compliance on regulatory matters and policy updates Operations Leadership and Team Management Leadership and Operational Excellence & Transformation Manage direct reports overseeing Trust Operations, Investment Operations, Wealth Operations and other operational support functions. Drive operational transformation through process redesign, automation, role clarification, technology enhancement and clear accountabilities. Lead efforts to modernize operations using digital tools, best-in-class platforms, and workflow optimization. Manage operational metrics including billing accuracy, trade processing timelines, client service delivery, and vendor performance. Ensure operational processes appropriately support regulatory requirements and business objectives. Process & Performance Management Oversee money movement processes, client onboarding workflows, and account maintenance procedures. Implement operational controls that support compliance monitoring and risk management objectives. Lead cross-functional operational initiatives spanning multiple business lines and support functions. Drive continuous improvement initiatives and operational efficiency targets across all areas. Strategic Leadership & Advisory Design and implement a centralized risk and operations model across the Wealth division. Serve as a strategic advisor to division management and actively participate in business meetings, risk committees, and planning sessions. Build trusted relationships with legal, audit, finance, enterprise risk, technology, and front-office leadership. Translate division strategy into operational plans and execution. Balance short-term operational needs with long-term strategic goals. Contributes to enterprise-wide risk and operations strategy development by representing the Wealth division in bank-level forums. Anticipates industry and regulatory trends to position the Wealth division for future success. Manage operating budget, people, process design and technology to optimize results in the current operations. Work closely with senior leaders to provide guidance on day-to-day processes and strategic initiatives to avoid compliance and reputational issues. Represents the Wealth division in enterprise-level governance committees and external industry forums. Talent and Culture Development Build and develop a high-performing team through effective hiring, coaching and performance management. Foster a culture of collaboration, accountability, and continuous improvement. Leads transformational change initiatives that impact the entire Wealth division. Lead, align, and enable teams to deliver a continuous improvement mindset within a complex and dynamic risk environment. Facilitate cross-functional collaboration and knowledge sharing to break down silos. The Ideal Candidate for This Role: Education & Experience Bachelor's degree required; advanced degree (MBA/JD) or industry certifications (e.g., CFA, CCO, CAMS, CFIRS, CRCP, CTFA, IAACP) strongly preferred. Series 7, 24 strongly preferred (or an ability to obtain). 10+ years of experience in financial services with progressive leadership in risk, compliance and operations roles across wealth management (prefer experience with OCC, SEC, FINRA, trust, RIA, broker-dealer, capital markets). Proven experience leading transformations and integrating siloed operations Proven track record of developing and implementing successful operational strategies that drive efficiency and enhance client service. Technical & Leadership Competencies Deep knowledge of SEC Investment Advisers Act, FINRA conduct rules, OCC trust regulations, and state fiduciary requirements. Track record of designing and executing successful operational strategies in complex or underperforming environments. Exceptional analytical, communication, and leadership skills; ability to influence across all levels of the organization. Skilled in operational risk identification, internal controls, scenario analysis, and root cause remediation. Excellent and demonstrable communication, written, and presentation skills are required. Excellent analytical and problem-solving abilities, with a focus on data-driven decision-making. Understand and comply with bank policy, laws, and FINRA / SEC regulations, and the bank's BSA/AML Program, as applicable to your job duties. Why Join Us This is a unique opportunity to serve as a senior risk and compliance leader for a growing wealth division while leading comprehensive operational teams. You'll build integrated frameworks that set industry standards for risk management and operational excellence while developing both compliance expertise and large-scale operational leadership capabilities. Salary Range: $200,000 - $250,000 Candidates must possess unrestricted work authorization and not require future sponsorship. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Compensation and Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about FNBO benefits here: *************************************** To obtain compensation and benefit information related to this specific role, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20260009 Equal Opportunity & Belonging: FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
    $200k-250k yearly Auto-Apply 22d ago
  • Director, Operational Excellence

    Prologis 4.9company rating

    East Rutherford, NJ jobs

    At Prologis, we don't just lead the industry-we define it with a 1.3 billion square foot portfolio and an annual throughput of approximately $3.2 trillion. We create the intelligent infrastructure that powers global commerce, seamlessly connecting the digital and physical worlds. From agile supply chains to energy solutions, our ecosystems help your business move faster, operate smarter and grow sustainably. With unmatched scale, innovation and expertise, Prologis is a category of one-not just shaping the future of logistics but building what comes next. Job Title: Director, Operational Excellence Company: Prologis A day in the life Drive transformation at the world's leading logistics real estate company. As our Director of Operational Excellence, you'll deliver meaningful impact across the enterprise. Partnering closely with the VP of Operational Excellence and senior leaders across the business, you'll spearhead large-scale initiatives that standardize, optimize, and innovate how we work-helping us achieve our ambitious goals and deliver exceptional value to our customers. This is a high-visibility role, ideal for a strategic, hands-on individual passionate about driving lasting operational change. Key responsibilities include: Contributor-Level Leadership * Partner with VP of Operational Excellence and Lead Director to deploy strategy supporting enterprise transformation. * Oversee large-scale initiatives to standardize, optimize, and improve processes across business lines. * Drive continuous improvement, fostering innovation and operational efficiency. * Ensure alignment with financial targets and KPIs, while supporting governance frameworks to track success. * Communicate effectively with executives and stakeholders to gain buy-in. * Deploy cost optimization strategies and lead internal process standardization. Operational Strategy & Execution * Collaborate with senior leadership to define and execute operational improvement strategy. * Lead complex enterprise-wide transformation efforts and process improvement initiatives. * Manage financial readiness, conduct P&L diagnostics, and recommend cost savings. * Apply Lean methodologies and tools to optimize processes across departments. * Communicate status updates, ROI, and results to senior leadership. * Facilitate improvement events (e.g., VSMs, Kaizen, pilots, analytics, systems thinking). * Develop and oversee project plans, budgets, and timelines. * Build business intelligence reporting with analytics teams, aligning to strategic objectives. * Guide development and auditing of Standard Work to ensure policy alignment. * Meet regularly with project sponsors, provide timely documentation, and escalate key issues. * Demonstrate initiative, independence, and accountability with a "can-do" mindset. * Serve as a role model for continuous improvement, leveraging innovation including AI/ML. Change Management * Influence and facilitate change without formal authority. * Lead change initiatives to ensure adoption of new processes, tools, and technologies. * Develop and execute change management plans (communication, training, stakeholder engagement). * Partner with leadership to assess impacts, mitigate resistance, and foster adaptability. Building Blocks for Success Required: * 7+ years applying Lean Six Sigma to drive improvement; 5+ years facilitating large-scale Lean Transformations. * Deep experience in Lean tools/methods (Hoshin Kanri, VSMs, Kaizen, A3 thinking, daily management, 5S, Visual Management, Standard Work). * Skilled in strategy deployment, stakeholder management, and executive communications. * Strong data analytics capability for problem solving and root cause analysis. * High emotional intelligence, relationship building, and communication skills. * Self-starter, strategic thinker, adaptable in ambiguity, committed to continuous learning and personal development. * Proven success leading cross-functional, complex projects with executive-level engagement. Preferred: * Bachelor's degree. * Experience in transactional Lean environment is a plus. * Experience with Tableau, Sigma, Salesforce, Lucid, Monday.com, and ChatGPT is a plus. Hiring Salary Range of: $138,000 -173,000. Salary and whole compensation package (bonus target & LTI) to be determined by the candidate's location, education, experience, knowledge, skills, and abilities, as well as internal equity and alignment with market data. #LI-TA1 People First Each of us working at Prologis plays an essential role in the enduring success of our company. We value people who are decisive, courageous and adaptable. While we are one company, locations and departments operate with autonomy and accountability. Individuals take the initiative here. When you join Prologis, you work shoulder to shoulder with some of the top talent in the industry to do the best work of your career. Every employee belongs. Every employee contributes. Employees advance their careers here. As a successful global enterprise, Prologis has never lost sight of what matters most, our strong belief that our people are the most important part of our business. And because of that, we provide a generous total rewards package and take a lot of time to focus on quality management and leadership development. People come first here. All full-time roles in the US come with a robust benefits package which includes healthcare, dental, and vision insurance for employees and eligible dependents. Prologis also offers several other wellness, financial, and work/lifestyle-specific benefits. Our 401(k) retirement plan has a company match of 50% up to 12% of eligible compensation. We also offer generous PTO with a starting accrual of 22 days a year in addition to paid holidays and volunteer time. All job offers are contingent upon successful completion of background verification. Prologis is an Equal Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religions, sex, national origin, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by law. Employment Type: Full time Location: Chicago, Illinois Additional Locations: Cerritos, California, Cerritos Office, Charlotte, North Carolina, Charlotte Office, Dallas, Texas, Dallas Office, Denver, Colorado, East Rutherford, New Jersey, Indianapolis, Indiana, Indianapolis Office, LAX Office, Miami, Florida, New Jersey-E Rutherford Office, New York, New York, New York City Office, San Francisco, California, San Francisco Office, Seattle, Washington
    $138k-173k yearly Auto-Apply 35d ago
  • Operations Manager- Capital Markets Automation Home Lending

    Jpmorganchase 4.8company rating

    Jersey City, NJ jobs

    Embark on a rewarding and challenging career with our dynamic team of analysts where we play a critical role in supporting the readiness and delivery of residential mortgage loans into the secondary market and you'll have the opportunity to make a significant impact by supporting process improvements, key initiatives and expanding your creative skills in a supportive and collaborative environment. We manages transactions across a broad spectrum of products, including Mortgage Backed Securities (MBS), Cash and Co-Issue Agency pools, and Whole Loan sales and in addition to agency executions with Fannie Mae (FNMA), Freddie Mac (FHLMC), and Ginnie Mae (GNMA), we are responsible for portfolio and CRA loan sales, ensuring each loan meets investor readiness and regulatory requirements. Join us and contribute to our mission while advancing your career where highly supportive leadership and programs will foster your growth and career mobility and your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential. As an Operations Manager- Capital Markets Automation Home Lending in Mortgage Servicing, you will play a pivotal role in driving operational efficiency and strategic initiatives while leveraging your advanced understanding of data analytics and automation and be responsible for analyzing complex loan sales data, identifying trends, and recommending solutions to optimize operational workflows. You will be part of the Home Lending Loan Sales team and perform advanced analytical and operational tasks, with a strong emphasis on leveraging AI and building tools that enhance process efficiency, fortify operational controls, and drive loan readiness automation. You will utilize data transformation tools (such as Alteryx, Tableau, and Python) and AI-driven solutions to drive automation and support strategic decision-making and will process documentation, reporting, and executive presentations. Job responsibilities Analyze and interpret complex data sets from investor data requirements, utilizing advanced data analytics skills to efficiently resolve loan quality exceptions and uncover patterns and provide insightful reporting. Develop and implement analytical solutions for internal operational workflows, focusing on leveraging AI and building AI-powered tools to optimize and reduce manual processes. Utilize data transformation tools (Alteryx, Tableau, Python) and advanced analytics to support automation and process improvement initiatives. Create and interpret reporting, conveying results in a clear and professional manner to all levels of staff, including senior management. Lead or support projects and tasks, ensuring timely completion and effective communication of issues and risks to management. Ensure data integrity through automated extraction, processing, analysis, and reporting. Coordinate cross-functional collaboration, working effectively with diverse teams across the organization to align efforts, share knowledge, and drive the successful implementation of business strategies. Utilize strategic thinking to evaluate potential scenarios, assess risks, and make informed decisions that have a direct impact on departmental outcomes. Required qualifications, capabilities, and skills Demonstrated ability to conduct data analysis with a focus on uncovering patterns and providing insightful reporting, showcasing expertise equivalent to 3+ years of experience. Demonstrated proficiency in developing and implementing automation strategies, with a strong understanding of systems architecture. Ability to organize and prioritize multiple projects and responsibilities with accuracy and attention to detail, working independently in a fast-paced environment. Strong written and verbal communication skills, with the ability to influence and collaborate across diverse teams. Experience creating presentations and reports for all levels of management, with an executive presence. Understanding of risk and controls, with the ability to work with audit, compliance, and regulatory constituencies and project management skills, including the ability to lead initiatives, prioritize work, and meet deadlines. Preferred qualifications, capabilities, and skills Capability to leverage artificial intelligence and AI tools to enhance data analysis, uncover business trends, and provide actionable insights for strategic decision-making. Proficiency in implementing automation solutions to streamline business processes and improve operational efficiency. Bachelor's Degree in Finance, Economics, Statistics, Math, Business Administration, Computer Science, or a related field. 3+ years of experience in mortgage banking, capital markets, or a related analytical field. Strong analytical skills-independent, logical problem solver with the ability to synthesize data, identify trends, and project outcomes. Experience leveraging AI and building tools using AI in a business context and model building. Proficiency in data transformation tools such as Alteryx and Tableau and advanced skills in Excel and PowerPoint with familiarity with mortgage-based operating systems (e.g., Black Knight, FHLMC Loan Selling Advisor, FNMA Loan Delivery, GNMA SFPDM).
    $98k-138k yearly est. Auto-Apply 60d+ ago
  • Operations Manager- Capital Markets Automation Home Lending

    Jpmorgan Chase 4.8company rating

    Jersey City, NJ jobs

    We play a critical role in supporting the readiness and delivery of residential mortgage loans into the secondary market and you'll have the opportunity to make a significant impact by supporting process improvements. We manage transactions across a broad spectrum of products, including Mortgage Backed Securities (MBS), Cash and Co-Issue Agency pools, and Whole Loan sales and in addition to agency executions with Fannie Mae (FNMA), Freddie Mac (FHLMC), and Ginnie Mae (GNMA), we are responsible for portfolio and CRA loan sales, ensuring each loan meets investor readiness and regulatory requirements. Join us and contribute to our mission while advancing your career where highly supportive leadership and programs will foster your growth and career mobility and your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential. As an Operations Manager- Capital Markets Automation Home Lending in Mortgage Servicing , you will be part of the Home Lending Loan Sales team and perform advanced analytical and operational tasks, with a strong emphasis on leveraging AI and building tools that enhance process efficiency, fortify operational controls, and drive loan readiness automation. You will utilize data transformation tools (such as Alteryx, Tableau, and Python) and AI-driven solutions to drive automation and support strategic decision-making and will process documentation, reporting, and executive presentations. **Job responsibilities** + Analyze and interpret complex data sets from investor data requirements, utilizing advanced data analytics skills to efficiently resolve loan quality exceptions and uncover patterns and provide insightful reporting. + Develop and implement analytical solutions for internal operational workflows, focusing on leveraging AI and building AI-powered tools to optimize and reduce manual processes. + Utilize data transformation tools (Alteryx, Tableau, Python) and advanced analytics to support automation and process improvement initiatives. + Create and interpret reporting, conveying results in a clear and professional manner to all levels of staff, including senior management. + Lead or support projects and tasks, ensuring timely completion and effective communication of issues and risks to management. + Ensure data integrity through automated extraction, processing, analysis, and reporting. + Coordinate cross-functional collaboration, working effectively with diverse teams across the organization to align efforts, share knowledge, and drive the successful implementation of business strategies. + Utilize strategic thinking to evaluate potential scenarios, assess risks, and make informed decisions that have a direct impact on departmental outcomes. **Required qualifications, capabilities, and skills** + Demonstrated ability to conduct data analysis with a focus on uncovering patterns and providing insightful reporting, showcasing expertise equivalent to 3+ years of experience. + Demonstrated proficiency in developing and implementing automation strategies, with a strong understanding of systems architecture. + Ability to organize and prioritize multiple projects and responsibilities with accuracy and attention to detail, working independently in a fast-paced environment. + Strong written and verbal communication skills, with the ability to influence and collaborate across diverse teams. + Experience creating presentations and reports for all levels of management, with an executive presence. + Understanding of risk and controls, with the ability to work with audit, compliance, and regulatory constituencies and project management skills, including the ability to lead initiatives, prioritize work, and meet deadlines. **Preferred qualifications, capabilities, and skills** + Capability to leverage artificial intelligence and AI tools to enhance data analysis, uncover business trends, and provide actionable insights for strategic decision-making. + Proficiency in implementing automation solutions to streamline business processes and improve operational efficiency. + Bachelor's Degree in Finance, Economics, Statistics, Math, Business Administration, Computer Science, or a related field. + 3+ years of experience in mortgage banking, capital markets, or a related analytical field. + Strong analytical skills-independent, logical problem solver with the ability to synthesize data, identify trends, and project outcomes. + Experience leveraging AI and building tools using AI in a business context and model building. + Proficiency in data transformation tools such as Alteryx and Tableau and advanced skills in Excel and PowerPoint with familiarity with mortgage-based operating systems (e.g., Black Knight, FHLMC Loan Selling Advisor, FNMA Loan Delivery, GNMA SFPDM). Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Jersey City,NJ $88,350.00 - $128,000.00 / year
    $88.4k-128k yearly 60d+ ago
  • PGIM - Manager, Derivative Operations (Long/Short Operations)

    PGIM 4.5company rating

    Newark, NJ jobs

    Job Classification: Investment Management - Investment Operations A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do The Manager in Derivative Operations is responsible for providing operational support and production oversight to the PGIM's fixed income group for Futures, FX and Swap products. This includes oversight of the Long/Short Operations team. The role will demand the ability to perform confirm and settlements functions, derivative life-cycle processing, as well as maintaining an open dialogue with Investment Teams, Custodian Banks, Clearing Brokers, Prime Brokers, and Broker Dealers. This is a hybrid role based in Newark, NJ, where the team is on-site 3 times a week* What you can expect * Daily support and oversight of both Exchange Traded and OTC derivative booking, confirmation, & settlement processes * Execute high leverage operational processes for the internal Long/Short team * Daily reconciliation of positions and transactions between internal books and records and custodian/PB reporting * Maintaining and assisting with onboarding/client request for information * Overseeing production output of staff as well as researching/resolving confirmation discrepancies and fails * Gathering and/or analyzing key metrics with regards to activity * Help staff solve problems and incorporate new processes to mitigate risks * Help develop departmental policies, guidelines and procedures * Anticipating issues that may adversely affect the operational support of all derivative products and taking action to reduce the risk of occurrences * Proactively seeking ways to improve current processes by leveraging the tools available to identify inefficiencies. * Cultivating both internal and external relationships to ensure proper service levels are achieved for each fund supported * Communicating operational support changes and initiatives to all impacted areas of PGIM * Keeping abreast of industry initiatives and market trends that can impact our business model and/or offer opportunities to improve our processes What you will bring * 7+ years of experience in fixed income derivative confirmations, settlements, or collateral * Bachelor's degree or equivalent professional experience * Strong understanding of derivative products, fixed income instruments, and related investment strategies * Proficiency in Excel, including data reconciliation and Pivot Tables * Demonstrated leadership capabilities * Strong analytical and problem‑solving skills * Ability to manage both day‑to‑day production activities and project-based work * Solid understanding of business risk principles and operational control frameworks * Strong written and verbal communication skills What will set you apart? * Prior experience in hedge fund operations * Working knowledge of Excel Macros * Previous supervisory or team‑lead experience * Thrives in a fast‑paced, high‑intensity environment * Ability to multitask and quickly absorb information across a wide range of products * Strong organizational skills with the ability to prioritize tasks and meet tight deadlines Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $135,000 to $145,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. * Dependent upon the business, flexible work schedules are necessary to provide operational coverage to our business partners from 7:00 a.m. to 8:00 p.m. One of the responsibilities of this position includes the processing of wire transfers. In accordance with the Treasurer's Policy "Background Screenings on Wire Transfer Associates", any candidates selected for this position will be required to submit to a background screening including an extensive background screening and credit check. Failure to comply will eliminate a candidate from consideration for this position. In addition, any negative information obtained as a result of the background screening may result in the disqualification of the candidate from this and any other position in Prudential, including their current one if they are an internal applicant. PGIM follows the NYSE holiday schedule. This position also requires over-time during peak periods. #LI-Hybrid #LI-SC1 What we offer you: * Market competitive base salaries, with a yearly bonus potential at every level. * Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. * 401(k) plan with company match (up to 4%). * Company-funded pension plan. * Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. * Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. * Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. * Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
    $135k-145k yearly Auto-Apply 17d ago
  • Product Strategy & Operations Vice President

    Jpmorgan Chase 4.8company rating

    Jersey City, NJ jobs

    The Product Strategy & Operations Vice President leads the development and execution of product strategies, driving innovation and market growth across the organization. This role oversees cross-functional teams to ensure operational excellence, efficient product delivery, and alignment with business objectives. As a **Product Strategy & Operations Vice President** within our Planning & Analysis (P&A) Innovation and Transformation team, you will play a pivotal role in defining and executing the product strategy for our Anaplan platform. You will work in close partnership with the Anaplan Product Owner to align on vision, roadmap, and delivery priorities, ensuring our solutions meet the highest standards of quality, compliance, and risk management. Leveraging your expertise in product management, operational rigor, and stakeholder engagement, you will help scale our Anaplan capabilities and deliver measurable value to the firm. If you thrive in a dynamic environment, excel at connecting strategy to execution, and are passionate about building world-class products with strong governance, this role is for you. **Job Responsibilities:** + Collaborate closely with the Anaplan Product Owner to define and drive the product vision, strategy, and roadmap, ensuring alignment with firmwide objectives and stakeholder needs. + Develop and implement best-in-class operational processes to support product delivery, adoption, and continuous improvement. + Lead risk assessment, compliance management, and third-party oversight activities for the Anaplan platform, including vendor performance assessment, controls effectiveness, and audit readiness. + Partner with P&A, business management, technology, compliance, and risk teams to gather requirements, prioritize initiatives, and ensure alignment. + Establish and track key performance indicators (KPIs) to measure product success, user adoption, and business impact. + Champion agile methodologies and lead change management efforts to drive user engagement and facilitate smooth transitions. + Monitor industry trends, competitive landscape, and emerging technologies to inform product strategy and identify growth opportunities. + Mentor and develop junior team members, infusing an element of controls and compliance on a team of innovators. **Required Qualifications, Capabilities, and Skills:** + Minimum 6 years of experience in product management, strategy, or operations + Proven track record of leading product strategy and operational initiatives in a fast-paced, results-driven environment + Strong understanding of the P&A function (close, budgets, forecasts) and associated systems + Demonstrated experience in risk management, compliance, and third-party/vendor oversight + Exceptional communication and presentation skills, with the ability to articulate complex concepts to diverse audiences + Experience with Agile methodologies and the Software Development Life Cycle (SDLC) + Demonstrated ability to collaborate with global teams and influence senior stakeholders **Preferred Qualifications, Capabilities, and Skills:** + Experience in Financial Services, Banking, or Asset Management industries + Familiarity with planning platforms (e.g., Anaplan) and adjacent tools (Databricks, SQL, Python, Alteryx) + MBA or advanced degree in business, technology, or related field is a plus + Preferred experience within technology or financial services JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Jersey City,NJ $128,250.00 - $205,000.00 / year
    $128.3k-205k yearly 60d ago
  • Product Strategy & Operations Vice President

    Jpmorgan Chase & Co 4.8company rating

    Jersey City, NJ jobs

    JobID: 210673217 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $128,250.00-$205,000.00 The Product Strategy & Operations Vice President leads the development and execution of product strategies, driving innovation and market growth across the organization. This role oversees cross-functional teams to ensure operational excellence, efficient product delivery, and alignment with business objectives. As a Product Strategy & Operations Vice President within our Planning & Analysis (P&A) Innovation and Transformation team, you will play a pivotal role in defining and executing the product strategy for our Anaplan platform. You will work in close partnership with the Anaplan Product Owner to align on vision, roadmap, and delivery priorities, ensuring our solutions meet the highest standards of quality, compliance, and risk management. Leveraging your expertise in product management, operational rigor, and stakeholder engagement, you will help scale our Anaplan capabilities and deliver measurable value to the firm. If you thrive in a dynamic environment, excel at connecting strategy to execution, and are passionate about building world-class products with strong governance, this role is for you. Job Responsibilities: * Collaborate closely with the Anaplan Product Owner to define and drive the product vision, strategy, and roadmap, ensuring alignment with firmwide objectives and stakeholder needs. * Develop and implement best-in-class operational processes to support product delivery, adoption, and continuous improvement. * Lead risk assessment, compliance management, and third-party oversight activities for the Anaplan platform, including vendor performance assessment, controls effectiveness, and audit readiness. * Partner with P&A, business management, technology, compliance, and risk teams to gather requirements, prioritize initiatives, and ensure alignment. * Establish and track key performance indicators (KPIs) to measure product success, user adoption, and business impact. * Champion agile methodologies and lead change management efforts to drive user engagement and facilitate smooth transitions. * Monitor industry trends, competitive landscape, and emerging technologies to inform product strategy and identify growth opportunities. * Mentor and develop junior team members, infusing an element of controls and compliance on a team of innovators. Required Qualifications, Capabilities, and Skills: * Minimum 6 years of experience in product management, strategy, or operations * Proven track record of leading product strategy and operational initiatives in a fast-paced, results-driven environment * Strong understanding of the P&A function (close, budgets, forecasts) and associated systems * Demonstrated experience in risk management, compliance, and third-party/vendor oversight * Exceptional communication and presentation skills, with the ability to articulate complex concepts to diverse audiences * Experience with Agile methodologies and the Software Development Life Cycle (SDLC) * Demonstrated ability to collaborate with global teams and influence senior stakeholders Preferred Qualifications, Capabilities, and Skills: * Experience in Financial Services, Banking, or Asset Management industries * Familiarity with planning platforms (e.g., Anaplan) and adjacent tools (Databricks, SQL, Python, Alteryx) * MBA or advanced degree in business, technology, or related field is a plus * Preferred experience within technology or financial services
    $128.3k-205k yearly Auto-Apply 7d ago
  • Product Strategy & Operations Vice President

    Jpmorganchase 4.8company rating

    Jersey City, NJ jobs

    The Product Strategy & Operations Vice President leads the development and execution of product strategies, driving innovation and market growth across the organization. This role oversees cross-functional teams to ensure operational excellence, efficient product delivery, and alignment with business objectives. As a Product Strategy & Operations Vice President within our Planning & Analysis (P&A) Innovation and Transformation team, you will play a pivotal role in defining and executing the product strategy for our Anaplan platform. You will work in close partnership with the Anaplan Product Owner to align on vision, roadmap, and delivery priorities, ensuring our solutions meet the highest standards of quality, compliance, and risk management. Leveraging your expertise in product management, operational rigor, and stakeholder engagement, you will help scale our Anaplan capabilities and deliver measurable value to the firm. If you thrive in a dynamic environment, excel at connecting strategy to execution, and are passionate about building world-class products with strong governance, this role is for you. Job Responsibilities: Collaborate closely with the Anaplan Product Owner to define and drive the product vision, strategy, and roadmap, ensuring alignment with firmwide objectives and stakeholder needs. Develop and implement best-in-class operational processes to support product delivery, adoption, and continuous improvement. Lead risk assessment, compliance management, and third-party oversight activities for the Anaplan platform, including vendor performance assessment, controls effectiveness, and audit readiness. Partner with P&A, business management, technology, compliance, and risk teams to gather requirements, prioritize initiatives, and ensure alignment. Establish and track key performance indicators (KPIs) to measure product success, user adoption, and business impact. Champion agile methodologies and lead change management efforts to drive user engagement and facilitate smooth transitions. Monitor industry trends, competitive landscape, and emerging technologies to inform product strategy and identify growth opportunities. Mentor and develop junior team members, infusing an element of controls and compliance on a team of innovators. Required Qualifications, Capabilities, and Skills: Minimum 6 years of experience in product management, strategy, or operations Proven track record of leading product strategy and operational initiatives in a fast-paced, results-driven environment Strong understanding of the P&A function (close, budgets, forecasts) and associated systems Demonstrated experience in risk management, compliance, and third-party/vendor oversight Exceptional communication and presentation skills, with the ability to articulate complex concepts to diverse audiences Experience with Agile methodologies and the Software Development Life Cycle (SDLC) Demonstrated ability to collaborate with global teams and influence senior stakeholders Preferred Qualifications, Capabilities, and Skills: Experience in Financial Services, Banking, or Asset Management industries Familiarity with planning platforms (e.g., Anaplan) and adjacent tools (Databricks, SQL, Python, Alteryx) MBA or advanced degree in business, technology, or related field is a plus Preferred experience within technology or financial services
    $134k-180k yearly est. Auto-Apply 60d+ ago
  • Director of Investment Operations

    Northwestern Mutual 4.5company rating

    Minneapolis, MN jobs

    About Mila Wealth Management Mila Wealth Management is a nationally recognized boutique wealth management firm committed to helping individuals, families, and entrepreneurs design lives of financial confidence and meaning. Through an integrated, fee-based approach, we empower clients to live life fully - aligning their wealth with purpose, values, and adventure. Our team combines deep technical expertise with a concierge-level client experience. We deliver personalized financial planning, investment advisory solutions, retirement income strategies, education funding, and holistic risk management - all grounded in our philosophy of clarity, confidence, and coordination. We are seeking a Director of Investment Operations to lead the day-to-day execution of our investment platform, ensuring precision, compliance, and excellence in every client interaction. This key role reports directly to our Director of Investments and collaborates closely with our advisory and planning teams. This position is based in our Minneapolis or Milwaukee office and follows a hybrid schedule of 3-4 in-office days per week, fostering collaboration, mentorship, and connection across our dynamic team. Responsibilities include but are not limited to: Oversee and ensure accurate preparation of necessary paperwork to implement recommendations Process and track all new accounts Coordinate execution of trades for brokerage and advisory accounts, and proactively manage asset movement Monitor trades and verify funds Implement initial and subsequent asset allocation trades Participate in client meetings for financial or investment plan implementation when appropriate Track potential rollover opportunities Construct investment proposals with the Director of Investments for client meetings Prepare client review materials and assist with investment audits for review meetings Run performance reports in Envestnet, Morningstar, NMCIR, NetX360, etc. Provide high-quality client service and a concierge client experience Optimize growth in both risk management and advisory wealth management businesses Ensure NMIS and NMWMC compliance requirements are implemented and followed Handle all incoming client service requests regarding client plans and accounts Minimum Requirements Minimum of 3 years of investment or financial services experience Series 7 required Securities 63 or 66 and Life & Health Insurance licenses Strong knowledge of Envestnet and Morningstar platforms Proven history of clean compliance record Performance Skills & Attributes Superior analytical, organizational, and written communication skills Ability to thrive in a fast-paced, dynamic environment Exceptional client focus, listening skills, and attention to detail Strong interpersonal and follow-through abilities Positive, punctual, and professional presence that uplifts team culture Ability to multi-task, prioritize, and execute with precision Mila Wealth Management is a marketing name for doing business as representatives of Northwestern Mutual. Mila Wealth Management is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.
    $110k-148k yearly est. 60d+ ago
  • Director of Investment Operations

    Northwestern Mutual 4.5company rating

    Minneapolis, MN jobs

    Job DescriptionSalary: About Mila Wealth Management Mila Wealth Management is a nationally recognized boutique wealth management firm committed to helping individuals, families, and entrepreneurs design lives of financial confidence and meaning. Through an integrated, fee-based approach, we empower clients to live life fully aligning their wealth with purpose, values, and adventure. Our team combines deep technical expertise with a concierge-level client experience. We deliver personalized financial planning, investment advisory solutions, retirement income strategies, education funding, and holistic risk management all grounded in our philosophy of clarity, confidence, and coordination. We are seeking a Director of Investment Operations to lead the day-to-day execution of our investment platform, ensuring precision, compliance, and excellence in every client interaction. This key role reports directly to our Director of Investments and collaborates closely with our advisory and planning teams. This position is based in our Minneapolis or Milwaukee office and follows a hybrid schedule of 34 in-office days per week, fostering collaboration, mentorship, and connection across our dynamic team. Responsibilities include but are not limited to: Oversee and ensure accurate preparation of necessary paperwork to implement recommendations Process and track all new accounts Coordinate execution of trades for brokerage and advisory accounts, and proactively manage asset movement Monitor trades and verify funds Implement initial and subsequent asset allocation trades Participate in client meetings for financial or investment plan implementation when appropriate Track potential rollover opportunities Construct investment proposals with the Director of Investments for client meetings Prepare client review materials and assist with investment audits for review meetings Run performance reports in Envestnet, Morningstar, NMCIR, NetX360, etc. Provide high-quality client service and a concierge client experience Optimize growth in both risk management and advisory wealth management businesses Ensure NMIS and NMWMC compliance requirements are implemented and followed Handle all incoming client service requests regarding client plans and accounts Minimum Requirements Minimum of 3 years of investment or financial services experience Series 7 required Securities 63 or 66 and Life & Health Insurance licenses Strong knowledge of Envestnet and Morningstar platforms Proven history of clean compliance record Performance Skills & Attributes Superior analytical, organizational, and written communication skills Ability to thrive in a fast-paced, dynamic environment Exceptional client focus, listening skills, and attention to detail Strong interpersonal and follow-through abilities Positive, punctual, and professional presence that uplifts team culture Ability to multi-task, prioritize, and execute with precision Mila Wealth Management is a marketing name for doing business as representatives of Northwestern Mutual. Mila Wealth Management is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.
    $110k-148k yearly est. 12d ago
  • Vice President, Loan Operations

    Citco 4.5company rating

    Malvern, PA jobs

    The market leader. The premier provider. The best in the business. At Citco, we've been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we'll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco. About the Team & Business Line: Fund Administration is Citco's core business, and our alternative asset and accounting service is one of the industry's most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. About You: 4-year college degree with a minimum of 5 years' experience in asset management/portfolio monitoring. Focused, accurate and detail oriented Team-oriented; willingness back-up and cross-train on all departmental functions Strong communication, both oral and in writing Experienced in effective communication with external and internal customers; has experience interfacing with relationship managers, customers, and other related departments Minimum of 5 years of people management experience Experienced in maintaining a control environment and adhering to standard operation procedures Flexible and comfortable adapting to fluid operational requirements and deliverables Sentry PM or Cassiopeia a distinct advantage Salary Range: USD$100,000 - 130,000 Our Benefits Your well-being is of paramount importance and central to our success here at Citco. Citco offers a comprehensive and competitive total rewards package to support your career success and personal needs. Your base salary will be determined by several factors such as the role, experience, skillset, market conditions, etc. Furthermore, qualifying positions can participate in an annual discretionary bonus pool based on company profitability and individual contributions. Our comprehensive benefits package includes medical, dental, and vision coverage, short and long-term disability benefits, a retirement savings plan, tuition reimbursement, mental health and wellness support, parental leave, and more. Additional details about our total rewards package will be shared during the hiring process. At Citco, we take pride in fostering an inclusive culture by prioritizing the hiring of people from diverse backgrounds. Our culture is a source of pride and strength, fostering innovation, mutual respect, and collaboration. We warmly welcome and encourage applications from people with disabilities. If you require any accommodations to make our recruitment process more accessible for you, please let your recruiter know. As an equal opportunity employer, Citco adheres to making all employment and personnel decisions without discriminating based on race, color, creed, religion, sex, physical disability, mental disability, age, marital status, sexual orientation, citizenship status, national or ethnic origin, or any other protected status. We believe that an inclusive workforce not only enriches our company but also drives us towards greater success. Please note that this job description is not intended to be all-inclusive. Our employees may perform other job-related duties as needed to meet the ongoing needs of our organization. Your Role: This is an analytical and multi-faceted role that requires the team member to be able to analyze and maintain a range of complex bank loan security types and lifecycle events in support of loan agency administrative functions and documentation preparation. Manage multiple clients with portfolios of a syndicated and/or bilateral deal portfolio of 50-100 facilities, and all activities associated therewith to properly maintain client's portfolio. Management of a team of 5-10 portfolio managers Support and administer a syndicated and/or bilateral loan portfolio Ability to read credit agreements preferred, support software processes Oversee and monitor the accurate processing new drawdowns, pay downs, and fees for syndicated and bilateral deals Ensure all monies due and payable collected and/or reconciled Coordinate funding requirements with Treasury Desk for managed loan portfolio Full oversight of invoicing and remittance processing Maintain standard processes within a robust control environment, with an eye to continually improving or modifying same to support assigned clients Support conduct training of new hires in standard processes including those without experience in loan servicing or portfolio management
    $100k-130k yearly Auto-Apply 28d ago
  • Vice President, Loan Operations

    Citco 4.5company rating

    Malvern, PA jobs

    The market leader. The premier provider. The best in the business. At Citco, we've been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we'll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco. About the Team & Business Line: Fund Administration is Citco's core business, and our alternative asset and accounting service is one of the industry's most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. Your Role: This is an analytical and multi-faceted role that requires the team member to be able to analyze and maintain a range of complex bank loan security types and lifecycle events in support of loan agency administrative functions and documentation preparation. * Manage multiple clients with portfolios of a syndicated and/or bilateral deal portfolio of 50-100 facilities, and all activities associated therewith to properly maintain client's portfolio. * Management of a team of 5-10 portfolio managers * Support and administer a syndicated and/or bilateral loan portfolio * Ability to read credit agreements preferred, support software processes * Oversee and monitor the accurate processing new drawdowns, pay downs, and fees for syndicated and bilateral deals * Ensure all monies due and payable collected and/or reconciled * Coordinate funding requirements with Treasury Desk for managed loan portfolio * Full oversight of invoicing and remittance processing * Maintain standard processes within a robust control environment, with an eye to continually improving or modifying same to support assigned clients * Support conduct training of new hires in standard processes including those without experience in loan servicing or portfolio management About You: * 4-year college degree with a minimum of 5 years' experience in asset management/portfolio monitoring. * Focused, accurate and detail oriented * Team-oriented; willingness back-up and cross-train on all departmental functions * Strong communication, both oral and in writing * Experienced in effective communication with external and internal customers; has experience interfacing with relationship managers, customers, and other related departments * Minimum of 5 years of people management experience * Experienced in maintaining a control environment and adhering to standard operation procedures * Flexible and comfortable adapting to fluid operational requirements and deliverables * Sentry PM or Cassiopeia a distinct advantage Salary Range: USD$100,000 - 130,000 Our Benefits Your well-being is of paramount importance and central to our success here at Citco. Citco offers a comprehensive and competitive total rewards package to support your career success and personal needs. Your base salary will be determined by several factors such as the role, experience, skillset, market conditions, etc. Furthermore, qualifying positions can participate in an annual discretionary bonus pool based on company profitability and individual contributions. Our comprehensive benefits package includes medical, dental, and vision coverage, short and long-term disability benefits, a retirement savings plan, tuition reimbursement, mental health and wellness support, parental leave, and more. Additional details about our total rewards package will be shared during the hiring process. At Citco, we take pride in fostering an inclusive culture by prioritizing the hiring of people from diverse backgrounds. Our culture is a source of pride and strength, fostering innovation, mutual respect, and collaboration. We warmly welcome and encourage applications from people with disabilities. If you require any accommodations to make our recruitment process more accessible for you, please let your recruiter know. As an equal opportunity employer, Citco adheres to making all employment and personnel decisions without discriminating based on race, color, creed, religion, sex, physical disability, mental disability, age, marital status, sexual orientation, citizenship status, national or ethnic origin, or any other protected status. We believe that an inclusive workforce not only enriches our company but also drives us towards greater success. Please note that this job description is not intended to be all-inclusive. Our employees may perform other job-related duties as needed to meet the ongoing needs of our organization.
    $100k-130k yearly Auto-Apply 27d ago
  • Director ISC Operations

    Honeywell 4.5company rating

    Lansdale, PA jobs

    At EDS, we don't just manufacture components-we engineer confidence in the systems that protect lives, secure nations, and explore the final frontier. Our DoD-certified facility in Lansdale, PA is a cornerstone of aerospace and defense innovation, and we're seeking a Director of Operations to lead it into the future. This is more than operations-it's mission-critical leadership. You'll command the strategy, execution, and performance of our most vital manufacturing Value Streams, ensuring every product meets uncompromising standards of quality, cost, and delivery. Step into a role where operational excellence isn't a goal, it's the standard. As Director of Operations at EDS Lansdale, you'll lead the charge in transforming our facility into a Center of Excellence for aerospace and defense manufacturing. Here's how you'll drive impact: + **Build a Best-in-Class Operation** : Champion a high-performance manufacturing culture focused on growth, innovation, and continuous improvement. + **Own the Metrics That Matter** : Partner with Divisional Leadership to set and deliver on budget, output, quality, cost, delivery, and lead time targets. + **Lead Change, Drive Improvement** : Cultivate a site-wide culture of operational advancement with measurable year-over-year gains. + **Put the Customer First** : Align operations with customer priorities on-time delivery, uncompromising quality, and trusted relationships. + **Strategize for Speed & Efficiency** : Architect and execute an Operations Strategy that slashes lead times and boosts productivity through deep process analysis and cross-functional collaboration. + **Forecast & Fund the Future** : Develop department budgets with precision, factoring in cost targets, staffing, materials, equipment, and sales projections. + **Direct the Frontlines** : Lead Operations and Manufacturing teams to execute the plan with discipline, safety, and excellence. + **Accelerate Velocity** : Identify and implement changes that reduce cost and scrap, increase throughput, and elevate production standards. + **Monitor What Matters** : Track and report key KPIs across the site, proactively escalating issues that could impact performance. + **Make Progress Visible** : Build systems that provide real-time insight into goals, progress, and roadblocks for critical initiatives. + **Lead with Integrity** : Partner with HR to foster a culture of trust, inclusion, and accountability across all levels. + **Plan for Continuity** : Establish a robust succession strategy to ensure operational resilience and employee development. + **Protect People & Planet** : Ensure compliance with environmental, health, and safety regulations while upholding EDS' Zero Harm policy and corporate citizenship standards. **MUST HAVE** + A minimum 8 years' experience in an operations management role, within manufacturing, that includes business management and people leadership. + Due to compliance with U.S. export control laws and regulations, candidate must be a U.S. person, which is defined as a U.S. citizen, a U.S. permanent resident, or an individual who has protected status in the U.S. under asylum or refugee status + Ability to obtain and maintain a security clearance. **WE VALUE** + Bachelor's Degree preferred. + Minimum 10 years' experience leading high-performing teams within Operations. + Directly relevant experience in electronics, Microwave and/or RF (radio frequency) manufacturing leadership. + Proven commitment to achieving site-wide collaboration and focus on customer (internal and external) satisfaction + Experience driving site-wide leadership on financial, operational, and cultural achievements. + LEAN greenbelt training (or ability to undertake). + Change agent - embracing LEAN (Toyota Production System) and relentless advocate of Continuous Improvement. + Strategic knowledge of production operations management for quality, yield and cost. + Experience in strategic decisions involving standard manufacturing work (machining, assembly, etc.), involving cost reduction; materials sourcing; line automation; financials and measures; workforce productivity & flexibility; etc. + Advanced knowledge of warehouse operations and inventory management. + Advanced problem-solving ability, Strong ERP understanding and Root cause analysis. + Outstanding communication skills to every level of the organization with a values-based approach to leading teams. **BENEFITS OF WORKING FOR HONEYWELL** In addition to a performance-driven salary, cutting-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer-subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), Paid Holidays, and this role may be eligible for a 9/80 schedule. The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates. **ABOUT HONEYWELL** Honeywell International Inc. (Nasdaq: HON) invents and commercializes technologies that address some of the world's most critical demands around energy, safety, security, air travel, productivity, and global urbanization. We are a leading software-industrial company dedicated to introducing state-of-the-art technology solutions to improve efficiency, productivity, sustainability, and safety in high-growth businesses in broad-based, attractive industrial end markets. Our products and solutions enable a safer, more comfortable, and more productive world, enhancing the quality of life of people around the globe. **THE BUSINESS UNIT** At Electromagnetic Defensive Solutions (EDS), we engineer solutions for the world's most critical missions. We serve customers in the defense and aerospace markets. Delivering mission-critical, electronic solutions that protect lives. Use your creativity and critical thinking to take our products from concept to customer. Seeking a career that offers challenging, diverse projects and opportunities? Looking for a position with a company that offers long-term professional advancement? Searching for a place that values a diverse, team-based environment? One that values YOU. The most important thing we build is TRUST We invite you to discover for yourself why a career with Honeywell is the opportunity you've been looking for! Honeywell helps organizations solve the world's most complex challenges in automation, the future of aviation and energy transition. As a trusted partner, we provide actionable solutions and innovation through our Aerospace Technologies, Building Automation, Energy and Sustainability Solutions, and Industrial Automation business segments - powered by our Honeywell Forge software - that help make the world smarter, safer and more sustainable. Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.
    $76k-128k yearly est. 20d ago
  • Director ISC Operations

    Honeywell 4.5company rating

    Lansdale, PA jobs

    At EDS, we don't just manufacture components-we engineer confidence in the systems that protect lives, secure nations, and explore the final frontier. Our DoD-certified facility in Lansdale, PA is a cornerstone of aerospace and defense innovation, and we're seeking a Director of Operations to lead it into the future. This is more than operations-it's mission-critical leadership. You'll command the strategy, execution, and performance of our most vital manufacturing Value Streams, ensuring every product meets uncompromising standards of quality, cost, and delivery. Step into a role where operational excellence isn't a goal, it's the standard. As Director of Operations at EDS Lansdale, you'll lead the charge in transforming our facility into a Center of Excellence for aerospace and defense manufacturing. Here's how you'll drive impact: * Build a Best-in-Class Operation: Champion a high-performance manufacturing culture focused on growth, innovation, and continuous improvement. * Own the Metrics That Matter: Partner with Divisional Leadership to set and deliver on budget, output, quality, cost, delivery, and lead time targets. * Lead Change, Drive Improvement: Cultivate a site-wide culture of operational advancement with measurable year-over-year gains. * Put the Customer First: Align operations with customer priorities on-time delivery, uncompromising quality, and trusted relationships. * Strategize for Speed & Efficiency: Architect and execute an Operations Strategy that slashes lead times and boosts productivity through deep process analysis and cross-functional collaboration. * Forecast & Fund the Future: Develop department budgets with precision, factoring in cost targets, staffing, materials, equipment, and sales projections. * Direct the Frontlines: Lead Operations and Manufacturing teams to execute the plan with discipline, safety, and excellence. * Accelerate Velocity: Identify and implement changes that reduce cost and scrap, increase throughput, and elevate production standards. * Monitor What Matters: Track and report key KPIs across the site, proactively escalating issues that could impact performance. * Make Progress Visible: Build systems that provide real-time insight into goals, progress, and roadblocks for critical initiatives. * Lead with Integrity: Partner with HR to foster a culture of trust, inclusion, and accountability across all levels. * Plan for Continuity: Establish a robust succession strategy to ensure operational resilience and employee development. * Protect People & Planet: Ensure compliance with environmental, health, and safety regulations while upholding EDS' Zero Harm policy and corporate citizenship standards. MUST HAVE * A minimum 8 years' experience in an operations management role, within manufacturing, that includes business management and people leadership. * Due to compliance with U.S. export control laws and regulations, candidate must be a U.S. person, which is defined as a U.S. citizen, a U.S. permanent resident, or an individual who has protected status in the U.S. under asylum or refugee status * Ability to obtain and maintain a security clearance. WE VALUE * Bachelor's Degree preferred. * Minimum 10 years' experience leading high-performing teams within Operations. * Directly relevant experience in electronics, Microwave and/or RF (radio frequency) manufacturing leadership. * Proven commitment to achieving site-wide collaboration and focus on customer (internal and external) satisfaction * Experience driving site-wide leadership on financial, operational, and cultural achievements. * LEAN greenbelt training (or ability to undertake). * Change agent - embracing LEAN (Toyota Production System) and relentless advocate of Continuous Improvement. * Strategic knowledge of production operations management for quality, yield and cost. * Experience in strategic decisions involving standard manufacturing work (machining, assembly, etc.), involving cost reduction; materials sourcing; line automation; financials and measures; workforce productivity & flexibility; etc. * Advanced knowledge of warehouse operations and inventory management. * Advanced problem-solving ability, Strong ERP understanding and Root cause analysis. * Outstanding communication skills to every level of the organization with a values-based approach to leading teams. BENEFITS OF WORKING FOR HONEYWELL In addition to a performance-driven salary, cutting-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer-subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), Paid Holidays, and this role may be eligible for a 9/80 schedule. The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates. ABOUT HONEYWELL Honeywell International Inc. (Nasdaq: HON) invents and commercializes technologies that address some of the world's most critical demands around energy, safety, security, air travel, productivity, and global urbanization. We are a leading software-industrial company dedicated to introducing state-of-the-art technology solutions to improve efficiency, productivity, sustainability, and safety in high-growth businesses in broad-based, attractive industrial end markets. Our products and solutions enable a safer, more comfortable, and more productive world, enhancing the quality of life of people around the globe. THE BUSINESS UNIT At Electromagnetic Defensive Solutions (EDS), we engineer solutions for the world's most critical missions. We serve customers in the defense and aerospace markets. Delivering mission-critical, electronic solutions that protect lives. Use your creativity and critical thinking to take our products from concept to customer. Seeking a career that offers challenging, diverse projects and opportunities? Looking for a position with a company that offers long-term professional advancement? Searching for a place that values a diverse, team-based environment? One that values YOU. The most important thing we build is TRUST We invite you to discover for yourself why a career with Honeywell is the opportunity you've been looking for!
    $76k-128k yearly est. 20d ago

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