Executive Director Of Operations jobs at USAA - 175 jobs
Vice President -or- Senior Vice President Fund Financial Operations
Usaa Real Estate 4.7
Executive director of operations job at USAA
Along with its affiliate companies, Affinius Capital invests across the risk spectrum for a global client base, managing over $61 billion in gross assets under management within a diversified portfolio across North America and Europe. Affinius Capital provides strategic equity and debt capital, including to capitalize on the accelerating demand for technology-driven real estate assets, to meet the critical need for housing solutions, and for other market and capital structure opportunities exhibiting compelling risk-return characteristics. For more information, visit affiniuscapital.com.
Job Description
The Vice President/Senior Vice President Fund Financial Operations (FFO) is an integral member of the financial oversight, reporting, and investor servicing team. This position is primarily responsible for the following for a selection of our open-end, fund of funds and other perpetual vehicles: (i) quarterly financial results via oversight of the fund administrator and review of accounting results and all required reporting, (ii) quarterly investor report preparation and coordination in conjunction with Portfolio Management, and (iii) recurring and ad-hoc operational and financial performance requests from internal constituents, existing and prospective investors, and the supporting consulting community. Our fund of funds, open-ended, and perpetual vehicles serve a wide spectrum of investors, each with distinct and significant reporting requirements.
Why this role matters:
Investor Trust: Deliver quarterly/annual reporting packages and ad-hoc investor/consultant requests with rigor and consistency.
Control & Assurance: Own internal controls over financial reporting and key contributions to the SOC 1 environment.
One Control Framework: Harmonize policies and processes across multiple fund administrators and geographies.
Business Partnership: Translate financial results into clear implications for Portfolio Managers and senior leadership.
What we are looking for:
We are seeking a detail-oriented, and highly motivated finance professional with a proven track record in financial reporting, leading teams, organizational effectiveness, process improvement, financial and data quality reviews, and on-time, accurate and courteous delivery to clients. The ideal candidate will have a strong passion for accounting and/or financial reporting and a commitment to continuous development and growth in the finance field. They will demonstrate a high level of reliability, integrity, and a positive attitude, excelling both independently and as part of a team. With excellent interpersonal skills, the candidate will confidently engage with internal stakeholders and external partners in a polished and professional manner. Additionally, they will possess the adaptability to thrive in a dynamic, changing environment.
Key Responsibilities:
Fund Administrator Oversight:
Direct day-to-day performance; ensure accurate/timely NAVs, capital accounts, allocations; review/approve financials, calls/distributions, investor packages; enforce SLAs/KPIs.
Review quarterly financial statements, management fee calculations, and other reporting provided by third-party fund administrators
Investor & External Reporting:
Oversee quarterly/annual investor letters and reports, including financial statements under GAAP; coordinate audits with auditors and fund administrators; ensure timely and accurate K-1s, capital statements, and supplemental reporting to investors and consultants.
Own and execute the end-to-end investor reporting process, including quarterly reports, capital activity notices, and ad hoc requests.
Produce quarterly investor reports in Workiva by collaborating with Portfolio Management, Accounting, and other teams to assemble and produce operational and financial data required.
Manage the data flow and reporting framework to ensure timely, accurate, and relevant communications to investors.
Maintain oversight of fund accounting activities performed by third-party administrators, ensuring alignment with US GAAP, investor expectations, and operational standards
Governance & Controls:
Maintain policies and ensure adherence with internal controls
Partner with Legal/Compliance/Tax; identify and mitigate operational risk.
Process & Data Oversight:
Drive automation and workflow efficiency; improve data validation/lineage; evaluate tools (e.g., Yardi, Workiva, Juniper Square) to enhance accuracy and speed.
Identify and implement process enhancements to improve reporting efficiency, scalability, and transparency.
Coordinate and review capital call, distribution, and redemption communications with investors.
Maintain accuracy of fund and investor data in the Juniper Square investor portal, ensuring ease of access and transparency.
Liaise with other FFO team members to ensure consistency in processes and adoption of best practices across the firm.
Stakeholder Engagement:
Serve as the senior liaison to fund administrators, auditors, and key service providers; collaborate with Asset/Portfolio Management and Investor Relations; present updates to leadership.
Respond to investor inquiries with professionalism and precision, delivering best-in-class service and insights.
Review and respond to recurring and ad-hoc investor and consultant inquiries, surveys, and questionnaires related to operational and financial information with the aptitude to understand the request. Organize data collection across teams and ensure consistency with past reporting and appropriate disclosures.
Provide timely data and insights to internal stakeholders, including Portfolio Management, Due Diligence, and Global Investor Group Capital Raisers, to support firm-wide initiatives.
Team Leadership:
Lead and mentor a high-performing team; foster accountability, set clear expectations, and promote cross-functional collaboration.
Perform other essential duties as assigned.
Requirements
Bachelor's degree in Accounting, Finance, Economics, or a related field.
Minimum of 7 years of relevant experience in investor reporting, fund accounting, or financial analysis within private equity, Fund of Funds, or asset management.
Strong background in fund accounting and investor reporting, preferably within Fund of Funds or alternative investment structures.
Real estate private equity experience strongly preferred.
Demonstrated experience working with institutional investors and a clear understanding of their reporting expectations.
Exceptionally strong analytical and communication skills (both verbal and written), with an investor-centric mindset.
High attention to detail and commitment to the quality of deliverables.
Proven ability to manage multiple priorities in a fast-paced environment.
Strong leadership and project management capabilities, with a track record of effective cross-functional collaboration.
Commitment to delivering exceptional service and insights to investors, with a flexible, adaptable, and positive approach.
Familiarity with US and international real estate reporting standards (e.g., NCREIF, INREV) preferred.
Advanced proficiency in Microsoft Excel and Word.
Experience with Juniper Square, Workiva, and Yardi preferred.
Willingness to work extended hours during peak reporting periods.
On-site work required.
Qualifications may warrant placement in a different job title.
Key Competencies:
Intellectually curious, with a proactive mindset and a willingness to contribute ideas and challenge the status quo.
Strategic thinker who can see the big picture while maintaining a strong focus on detail and execution.
Demonstrates initiative and anticipates investor needs, delivering thoughtful and timely solutions.
Exceptionally organized and meticulous, with a critical eye for detail and accuracy.
Reliable and composed under pressure, with a high level of aptitude and professionalism.
Self-motivated and able to work independently, while also thriving in collaborative team environments.
Proven excellence in project management, with a consistent record of meeting deadlines and driving results.
Exhibits a strong work ethic, integrity, and a positive attitude.
Resourceful and solution-oriented, capable of taking ownership and driving assignments to completion.
Strong interpersonal skills, with the ability to engage confidently and professionally across all levels of the organization and with external stakeholders.
Affinius Capital complies with laws and regulations that permit certain requests related to your data in our files, including, but not limited to, the California Consumer Privacy Act (the “CCPA”). The Company's privacy policy and contact information for questions regarding your data or the policy may be found here.
At Affinius Capital our employees enjoy generous benefits packages including comprehensive medical, dental and vision plans, 401k, educational and professional designation assistance, casual dress attire and much more! The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Affinius Capital is an Equal Opportunity Employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
**Why USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
**The Opportunity**
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in our **San Antonio headquarters located at 9800 Fredericksburg Road** .
_*** Relocation assistance is available for this position ***_
**Job Description Summary:**
The **Vice President - IT & Operational Resiliency Risk - Tech Chief Risk Office** provides strategic leadership for **Technology and** **Operational Resiliency Risk Management** programs, overseeing the development, implementation, and execution of frameworks to identify, assess, and mitigate risks across the division, ensuring compliance with regulations and alignment with USAA's strategic objectives and risk appetite.
We are seeking an experienced executive specialized in **Enterprise Resiliency Frameworks** and **components of business, operational and technology resiliency** . Understanding of strategic risk related to the impact of business disruptions.
**What you will do:**
+ Oversees and guides an independent Risk Management function in establishing and monitoring compliance with risk limits, identifying and aggregating the firm's risks, assessing the firm's risk positions relative to the parameters of the firm's risk tolerance, and providing key risk information to senior management and the board of directors.
+ Serves as a key adviser engaging in senior leaders' strategy discussions and decisions, real-time evaluations of potential short term and long-term risks, and effective influence and challenge to ensure safety and soundness of the business deliverables and accomplishment of objectives.
+ Leads teams dedicated to managing risk within overall business strategies in alignment with strong and effective risk governance and oversight.
+ Sets the agenda, builds diverse high-performing teams, and sells the vision on an effective Risk Management program. Ensures training and coaching of employees and provides the team with development opportunities.
+ Establishes a long-term view of how risk systems and governance should be adapted and integrated to maximize the ability to manage risk in an environment shaped by regulatory change and disruptive, emerging technologies.
+ Partners and leads senior risk executives in establishing, managing, and adhering to overall risk appetite to include the identification and definition of key methods, metrics, and limits.
+ Partners across Risk Management, Finance, and the business while effectively challenging variances to plan and establishing strategies to mitigate. Provides advice to other key business partners to influence and drive key decisions assessing risk and reward through effective challenge.
+ Actively engages senior leaders to ensure all risks are addressed in a timely manner and consistent with policy. Interacts & engages with product & channel leaders on complex, multi-product processes and procedures while factoring in all legal & regulatory requirements.
+ Liaises with Compliance and Chief Legal Office (CLO) on legal & regulatory considerations that impact business operations and product offerings in accordance with federal and state regulations.
**Minimum Education:**
Bachelor's degree: OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
**Minimum Experience:**
+ 10+ years of experience at a **large financial institution** developing, implementing, and maintaining an enterprise-wide risk management program that adheres to business strategy and regulatory requirements and expectations.
+ 8+ years of people leadership experience in building, managing, and/or developing high-performing teams.
+ Superior understanding of risk frameworks including **risk governance; risk appetite; process, risk & control analysis; control effectiveness measurement; risk management coverage plan (monitoring, assessment, and testing).**
+ Proven leadership skills and ability to influence decisions at senior levels within a large complex organization.
+ Proven capability to communicate effectively across the 1st and 2nd Lines of Defense and build strong, collaborative relationships.
+ Proven ability to create and present materials to executive leaders and audience related to the strategic management of risks
**What sets you apart:**
+ Extensive experience with **Enterprise Resiliency Frameworks** and **components of business, operational and technology resiliency** with an understanding of strategic risk related to the impact of business disruptions.
+ The ideal executive will possess a **distributed leadership style** , with a heavy focus on **coaching and building leaders** in the risk space.
+ 15+ years' experience leading **multi-product** subject areas across a **financial institution, such as insurance, investment banking, commercial banking** , etc.
+ 15+ years of relevant experience in a **large financial institution ($100B+), including 5+ years post-Dodd Frank** , in a senior risk function role (e.g., **retail banking risk, market and credit risk, operational risk, risk governance** ).
+ 15+ years of people leadership experience in building, managing, and/or developing high-performing teams.
+ 15+ years of experience in compliance, including developing **Compliance programs** , processes, and **executing major initiatives within financial services or insurance** .
+ Expert knowledge of **financial services or insurance regulations, laws, and regulatory** expectations.
+ Experience working with and presenting to Senior Executive Management and Boards.
+ Experience collaborating with cross-matrix teams.
+ Regulatory understanding and application of compliance laws and oversight agencies.
+ Demonstrated accomplishments in strategic, **executive level influence** , communication, and change management.
**_** The compensation range for this position is: $257,250 - $463,050._**
**_** USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.)._**
**Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based.
**Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
_Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._
_USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._
**If you are an existing USAA employee, please use the internal career site in OneSource to apply.**
**Please do not type your first and last name in all caps.**
**_Find your purpose. Join our mission._**
USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.
USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
$106k-152k yearly est. 4d ago
U.S. Private Bank - Private Banker - Managing Director
Jpmorgan Chase & Co 4.8
Dallas, TX jobs
Job Information
Job Identification 210700344
Business Unit Asset & Wealth Management
Posting Date 01/09/2026, 08:59 PM
Job Schedule Full time
Job Shift Day
Job Description
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Connect your clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
Bachelor's Degree required
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
MBA, JD, CFA, or CFP preferred
Proactive, takes initiative, and uses critical thinking to solve problems
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Experience with and in depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
About Us
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
About the Team
J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
#J-18808-Ljbffr
$147k-243k yearly est. 2d ago
VP, Private Wealth Investment Strategist
Jpmorgan Chase & Co 4.8
Dallas, TX jobs
A leading financial institution in Dallas is seeking an experienced Investment Specialist to drive client engagement and deliver tailored investment solutions. The ideal candidate will hold a Bachelor's degree, possess Series 7, 66, and Insurance licenses, and have over seven years in Private Banking or Financial Services. The role includes conducting investment reviews, developing investment strategies, and supporting sales efforts in a collaborative environment.
#J-18808-Ljbffr
$113k-167k yearly est. 3d ago
Security Operations Vice President
Jpmorgan Chase 4.8
Houston, TX jobs
As Vice President in the Cybersecurity Perimeter Response Team at JPMorganChase, you will play a critical role in defending the Firm's digital perimeter against sophisticated Layer 3/4 and Layer 7 DDoS attacks. You will lead the configuration and deployment of web application firewall (WAF) signatures across platforms such as Akamai, Cloudflare, AWS WAF, and F5, ensuring robust protection for our global enterprise.
**Key Responsibilities:**
+ Investigate anomalous network traffic patterns and events, collaborating with application teams, subject matter experts, and senior management.
+ Develop, maintain, and optimize DoS and WAF policies to protect the Firm, balancing operational risk and security posture.
+ Identify, document, and mitigate risks from emerging threats, leveraging intelligence from peer organizations.
+ Test and validate policy rules and signatures for effectiveness and applicability.
+ Profile new and existing applications, mapping them to appropriate perimeter security policies.
+ Deliver incident response support for DoS, DDoS, and related application attacks.
+ Provide regular activity and progress reporting to Cyber Operations management.
+ Follow best practices in threat recognition, pattern analysis, and surveillance detection to establish efficient, high-quality security processes.
**Required Qualifications, Capabilities, and Skills:**
+ Formal training or certification with 5+ years of experience in cybersecurity operations, security system management, or related roles.
+ Network performance management (e.g., troubleshooting server response and routing issues).
+ WAF administration (custom signature authoring, deployment governance, patching, efficacy evaluation, policy testing).
+ Web application development/administration (troubleshooting web servers, application stacks, containers, OS, micro-services, and API/data validation errors).
+ TCP/IP network administration, optimization, and troubleshooting.
+ Incident response for inbound application attacks, with experience in a formal Security Operations Center (SOC) and proficiency in distinguishing suspicious from benign internet sources.
**Preferred Qualifications, Capabilities, and Skills:**
+ Experience with SIEM tools (e.g., Splunk) and complex search compilation.
+ Application development skills, including scripting (Python/Java), regular expressions, and proof-of-concept creation for zero-day exploits.
+ Previous 24x7 operations experience.
+ 1+ years of cybersecurity operations experience, including threat and risk assessment documentation.
\#CTC
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**
New York,NY $152,000.00 - $260,000.00 / year
$152k-260k yearly 11d ago
Investment Operations Director
Massmutual Financial Group 4.3
Houston, TX jobs
The Opportunity We have an opportunity within our Inforce TOA/Check Deposit team for an Investment OperationsDirector. As an Investment OperationsDirector you will oversee a team of Investment Specialists, Consultants, Principals and be part of a highly structured, fast paced team-oriented organization focused on providing quality service and maintaining compliance standards. In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience, and self-awareness.
The Team
The team is comprised of 20+ team members with a background in Wealth Management. Their roles vary from leads who support the director in driving the team, principal roles which are licensed individuals responsible for more complex functions and analysts ("processors)" who support the processing of daily incoming/outgoing transfers (e.g. ACATs, DTC, Deliveries, Mutual Fund Transfers), physical check deposits and mobile client deposits via our clearing firm National Financial Services. The team has direct interaction with our advisors, their support staff, compliance, legal and other operational partners. They are high functioning, collaborative and are motivated to do what is best and right for the firm, our advisors, their clients as well as for each other. The team dynamic is unique in that we have members who have grown in role as the broker dealer has grown as well as members who bring an outside perspective or are fairly new to the financial services industry. The team also supports our MMLIS India captive team who is an extension of our stateside team.
The Impact
* The Investment Operations TOA/Check Deposit Director is expected to have a strong business acumen in the securities and wealth management space to ensure the team is prepared and educated to support strategic initiatives such as the rollout of new product offerings.
* The Director and by extension the team is accountable for ensuring processing service levels are consistently maintained and we are providing timely service to our external and internal partners
* The Director is responsible for ensuring the team is adhering to firm policies and procedures and as the regulatory landscape evolves, ensuring that we are evaluating current WSPs for necessary changes.
* The ideal candidate for this role must demonstrate daily agility and ability to learn, adapt, and implement continuous improvement in support of changing regulatory and competitive landscapes.
* Communication and leading others are key in this role. Collaborating with the team to communicate and establish clear strategic and personal goals, provide feedback, partner with direct reports in developmental opportunities and do so in a manner that is inclusive.
* Support the strategic vision and growth trajectory of the broker dealer by providing transparent communication, working with the team to ensure readiness, identifying opportunities to improve ease of doing business.
* Champion and support change management.
The Minimum Qualifications
* High School Diploma
* Series 7 and Series 24 licenses required at time of application
* 5+ years Financial Services / Investments experience
* 1+ year leadership or 1:1 coaching/mentoring experience
* Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators
* Candidates residing within 50 miles of MassMutual office will be expected to work a Hybrid schedule of 3 days a week in the Springfield office
The Ideal Qualifications
* 5+ Years Experience the financial services field required
* Strong analytical/Problem solving skills
* Strong written, verbal, and interpersonal communication skills
* Listening skills
* Organization navigation skills
* Time Management (multi-tasking
* SME in multiple functions and proficient in most functions
* Change Management Champion
What to Expect as Part of MassMutual and the Team
* Regular meetings with the MMLIS In-Force Operations Team
* Focused one-on-one meetings with your manager
* Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups
* Access to learning content on Degreed and other informational platforms
* Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-DK1
Salary Range:
$95,100-$124,800
At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
Why Join Us.
We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.
We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
$95.1k-124.8k yearly Auto-Apply 6d ago
Firmwide Operations - United States - 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
Plano, TX jobs
JobID: 210696092 JobSchedule: Full time JobShift: : At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program
Firmwide Operations at JPMorganChase is a global business unit that supports external customers and internal users with reconciliation and the execution and settlement of transactions originating in the front office. We work with multiple lines of business and functions such as Commercial & Investment Bank, which provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world; Consumer and Community Banking which supports Chase customers with everything from checking accounts, debit and credit cards, to car loans and investment products as well as loans and products for small businesses; and J.P. Morgan Asset Management which helps with investment management
What We Look For
We are looking for professionals in our United States Center locations with previous experience including but not limited to;
* Account Specialist
* Agility Leads
* Business Analysts
* Data Analytics
* Database Management
* Function Leaders
* Home Lending Advisors
* Process Improvement
* Product Associates
* Product Delivery
* Product Managers
* Product Portfolio
* Regulatory Compliance
* Relationship Managers
* Underwriters
* Vendor Management
As a professional in Firmwide Operations, you will be a creative, innovative team player with analytical, problem solving, planning and organizational skills.
$80k-105k yearly est. Auto-Apply 9d ago
KYC Operations Business Manager - Vice President
Jpmorganchase 4.8
Plano, TX jobs
Join the Commercial & Investment Bank (CIB) Finance & Business Management (F&BM) team as a strategic, analytical, and energetic professional supporting the Wholesale KYC Operations (WKO) team with Client Onboarding & Documentation (CO&D). This high-impact leadership role ensures senior management across the CIB has visibility into major initiatives, business metrics, financials, and data insights to achieve strategic objectives.
As a Business Manager Vice President in the CIB F&BM team, you will partner closely with senior Operations leaders and key partners across CIB Finance, Business Management, and Data & Analytics teams to enable effective end-to-end execution. Your role involves budgeting, forecasting, executive presentations, and impactful data analysis to support WKO strategy.
Job Responsibilities:
Partner with WKO and CIB F&BM team to budget and forecast headcount and direct expenses.
Participate in activity-based costing to allocate expenses across products and LOBs.
Prepare executive presentations, packaging projections and performance trends into cohesive stories.
Design management reporting packages to communicate business results transparently.
Coordinate deliverables with business managers, finance, project managers, and other F&BM teams.
Analyze large data sets to create impactful analysis for WLS strategy development.
Create executive-level presentations using PitchPro+.
Communicate directly with senior stakeholders, demonstrating strong professional presence.
Collaborate with peers across business and staff areas to achieve goals.
Influence colleagues at all levels in the business.
Develop strong, positive relationships with business stakeholders.
Required Qualifications, Capabilities, and Skills:
College degree.
Minimum of 5 years of relevant experience in banking or Financial Services.
Strong presentation skills and ability to tell the story on initiatives.
Ability to work collaboratively and develop strong partnerships with multiple levels of employees.
Strong oral and written communication skills.
Ability to handle multiple priorities and produce successful results in a fast-paced environment.
Ability to interpret and present complex data.
Mature, independent, highly organized, self-motivated, and a team player.
Strong PowerPoint and Excel skills required.
Preferred Qualifications, Capabilities, and Skills:
Ability to achieve goals without direct control over all resources.
$124k-164k yearly est. Auto-Apply 60d+ ago
KYC Operations Business Manager - Vice President
Jpmorgan Chase 4.8
Plano, TX jobs
Join the Commercial & Investment Bank (CIB) Finance & Business Management (F&BM) team as a strategic, analytical, and energetic professional supporting the Wholesale KYC Operations (WKO) team with Client Onboarding & Documentation (CO&D). This high-impact leadership role ensures senior management across the CIB has visibility into major initiatives, business metrics, financials, and data insights to achieve strategic objectives.
As a Business Manager Vice President in the CIB F&BM team, you will partner closely with senior Operations leaders and key partners across CIB Finance, Business Management, and Data & Analytics teams to enable effective end-to-end execution. Your role involves budgeting, forecasting, executive presentations, and impactful data analysis to support WKO strategy.
**Job Responsibilities:**
+ Partner with WKO and CIB F&BM team to budget and forecast headcount and direct expenses.
+ Participate in activity-based costing to allocate expenses across products and LOBs.
+ Prepare executive presentations, packaging projections and performance trends into cohesive stories.
+ Design management reporting packages to communicate business results transparently.
+ Coordinate deliverables with business managers, finance, project managers, and other F&BM teams.
+ Analyze large data sets to create impactful analysis for WLS strategy development.
+ Create executive-level presentations using PitchPro+.
+ Communicate directly with senior stakeholders, demonstrating strong professional presence.
+ Collaborate with peers across business and staff areas to achieve goals.
+ Influence colleagues at all levels in the business.
+ Develop strong, positive relationships with business stakeholders.
**Required Qualifications, Capabilities, and Skills:**
+ College degree.
+ Minimum of 5 years of relevant experience in banking or Financial Services.
+ Strong presentation skills and ability to tell the story on initiatives.
+ Ability to work collaboratively and develop strong partnerships with multiple levels of employees.
+ Strong oral and written communication skills.
+ Ability to handle multiple priorities and produce successful results in a fast-paced environment.
+ Ability to interpret and present complex data.
+ Mature, independent, highly organized, self-motivated, and a team player.
+ Strong PowerPoint and Excel skills required.
**Preferred Qualifications, Capabilities, and Skills:**
+ Ability to achieve goals without direct control over all resources.
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
$124k-164k yearly est. 60d+ ago
Security Operations Vice President
Jpmorganchase 4.8
Houston, TX jobs
As Vice President in the Cybersecurity Perimeter Response Team at JPMorganChase, you will play a critical role in defending the Firm's digital perimeter against sophisticated Layer 3/4 and Layer 7 DDoS attacks. You will lead the configuration and deployment of web application firewall (WAF) signatures across platforms such as Akamai, Cloudflare, AWS WAF, and F5, ensuring robust protection for our global enterprise.
Key Responsibilities:
Investigate anomalous network traffic patterns and events, collaborating with application teams, subject matter experts, and senior management.
Develop, maintain, and optimize DoS and WAF policies to protect the Firm, balancing operational risk and security posture.
Identify, document, and mitigate risks from emerging threats, leveraging intelligence from peer organizations.
Test and validate policy rules and signatures for effectiveness and applicability.
Profile new and existing applications, mapping them to appropriate perimeter security policies.
Deliver incident response support for DoS, DDoS, and related application attacks.
Provide regular activity and progress reporting to Cyber Operations management.
Follow best practices in threat recognition, pattern analysis, and surveillance detection to establish efficient, high-quality security processes.
Required Qualifications, Capabilities, and Skills:
Formal training or certification with 5+ years of experience in cybersecurity operations, security system management, or related roles.
Network performance management (e.g., troubleshooting server response and routing issues).
WAF administration (custom signature authoring, deployment governance, patching, efficacy evaluation, policy testing).
Web application development/administration (troubleshooting web servers, application stacks, containers, OS, micro-services, and API/data validation errors).
TCP/IP network administration, optimization, and troubleshooting.
Incident response for inbound application attacks, with experience in a formal Security Operations Center (SOC) and proficiency in distinguishing suspicious from benign internet sources.
Preferred Qualifications, Capabilities, and Skills:
Experience with SIEM tools (e.g., Splunk) and complex search compilation.
Application development skills, including scripting (Python/Java), regular expressions, and proof-of-concept creation for zero-day exploits.
Previous 24x7 operations experience.
1+ years of cybersecurity operations experience, including threat and risk assessment documentation.
#CTC
$123k-162k yearly est. Auto-Apply 13d ago
Business Support Manager II - Global AML Ops Strategic Content Manager
Bank of America 4.7
Fort Worth, TX jobs
Charlotte, North Carolina;Chandler, Arizona; Fort Worth, Texas; Phoenix, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.**
Acknowledge (********************************************************************************************************************************************
**:**
**About Us**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
Manages diverse administrative functions usually for a very large, complex department or for a complete line of business that may be regional or national in scope, often requiring associates in one or more location. Functions managed may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, or communication. Consults with senior management in evaluating current methods and developing strategies to implement changes and improvements. Requires a thorough knowledge of the department or business units functional area or products. Working knowledge of general bank policies, programs and procedures and financial/accounting practices. Generally has full management responsibility over a relatively large team and may manage one or more levels of managers.
Leads the support/administrative functions for a somewhat large department usually at a local level. Responsibilities may include budget analysis and recommendations, operations analysis, identification and resolution of work flow issues, associate training, service quality, process improvement. Resolves personnel, audit and/or budget issues by researching and analyzing unusual problems, administers bank programs and policies and provides interpretation to department. Requires an in-depth knowledge of bank policies and programs and of the departments functional operations. May direct workflow activities.
The Business Support Manager II on the AML Strategy & Enablement team will design and deliver compelling, data-driven presentation materials that articulate the strategic vision, performance, and regulatory posture of our Anti-Money Laundering (AML) program.
**Responsibilities:**
+ Transform complex data and compliance narratives into clear, persuasive stories for senior executive management and regulatory audiences
+ Act as a trusted partner for AML
+ Craft messaging frameworks for key organizational priorities, ensures consistency and professionalism in all content
+ Leads efforts to simplify complex concepts for diverse audiences
**Required Qualifications:**
+ 5+ years in financial services, compliance, or risk management with a focus on executive communications or strategic reporting
+ Proven ability to design and structure executive presentations that tell a clear, compelling story; experience building frameworks and templates for strategic decks
+ Advanced expertise in PowerPoint and visual storytelling techniques, including layout, design principles, and data visualization
+ Advanced proficiency in data visualization tools (e.g., Tableau and Power BI)
+ Strong understanding of AML concepts, regulatory frameworks, and risk management principles; ability to stay current on AML regulatory developments and industry best practices
+ Ability to translate analytics and business insights into narratives that resonate with senior leadership
+ Strong strategic thinking, problem-solving, and adaptability to shifting priorities and regulatory changes
+ Exceptional written and verbal communication skills with a focus on persuasive storytelling; ability to manage sensitive information with discretion
+ Excellent organizational and time management skills; self-starter with high energy and attention to detail, able to work with minimal supervision
**Desired Qualifications** :
+ Bachelor's degree in communications, Business, Finance, Data Analytics, or related field
+ Experience in executive communications, strategic messaging, or content development for leadership forums
+ Familiarity with visual design best practices and tools beyond PowerPoint
+ Experience with OCC, Federal Reserve, and other regulatory expectations
+ Ability to coach stakeholders on effective storytelling and presentation delivery
+ Strong partnership and relationship management skills; ability to work and effectively communicate across functions and organizational levels
+ Expertise in executive reporting or board-level communications
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$80k-109k yearly est. 30d ago
Business Support Manager II - Global AML Ops Strategic Content Manager
Bank of America Corporation 4.7
Fort Worth, TX jobs
About Us At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
Manages diverse administrative functions usually for a very large, complex department or for a complete line of business that may be regional or national in scope, often requiring associates in one or more location. Functions managed may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, or communication. Consults with senior management in evaluating current methods and developing strategies to implement changes and improvements. Requires a thorough knowledge of the department or business units functional area or products. Working knowledge of general bank policies, programs and procedures and financial/accounting practices. Generally has full management responsibility over a relatively large team and may manage one or more levels of managers.
Leads the support/administrative functions for a somewhat large department usually at a local level. Responsibilities may include budget analysis and recommendations, operations analysis, identification and resolution of work flow issues, associate training, service quality, process improvement. Resolves personnel, audit and/or budget issues by researching and analyzing unusual problems, administers bank programs and policies and provides interpretation to department. Requires an in-depth knowledge of bank policies and programs and of the departments functional operations. May direct workflow activities.
The Business Support Manager II on the AML Strategy & Enablement team will design and deliver compelling, data-driven presentation materials that articulate the strategic vision, performance, and regulatory posture of our Anti-Money Laundering (AML) program.
Responsibilities:
* Transform complex data and compliance narratives into clear, persuasive stories for senior executive management and regulatory audiences
* Act as a trusted partner for AML
* Craft messaging frameworks for key organizational priorities, ensures consistency and professionalism in all content
* Leads efforts to simplify complex concepts for diverse audiences
Required Qualifications:
* 5+ years in financial services, compliance, or risk management with a focus on executive communications or strategic reporting
* Proven ability to design and structure executive presentations that tell a clear, compelling story; experience building frameworks and templates for strategic decks
* Advanced expertise in PowerPoint and visual storytelling techniques, including layout, design principles, and data visualization
* Advanced proficiency in data visualization tools (e.g., Tableau and Power BI)
* Strong understanding of AML concepts, regulatory frameworks, and risk management principles; ability to stay current on AML regulatory developments and industry best practices
* Ability to translate analytics and business insights into narratives that resonate with senior leadership
* Strong strategic thinking, problem-solving, and adaptability to shifting priorities and regulatory changes
* Exceptional written and verbal communication skills with a focus on persuasive storytelling; ability to manage sensitive information with discretion
* Excellent organizational and time management skills; self-starter with high energy and attention to detail, able to work with minimal supervision
Desired Qualifications:
* Bachelor's degree in communications, Business, Finance, Data Analytics, or related field
* Experience in executive communications, strategic messaging, or content development for leadership forums
* Familiarity with visual design best practices and tools beyond PowerPoint
* Experience with OCC, Federal Reserve, and other regulatory expectations
* Ability to coach stakeholders on effective storytelling and presentation delivery
* Strong partnership and relationship management skills; ability to work and effectively communicate across functions and organizational levels
* Expertise in executive reporting or board-level communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
$80k-109k yearly est. 29d ago
Fraud Ops Sr Manager - C13
Citigroup Inc. 4.6
San Antonio, TX jobs
The Fraud Ops Sr Manager is a senior management level position responsible for accomplishing results through the management of a team (Citi Vendors or Inter-Affiliates) or department to drive fraud management policies, processes and procedures to minimize the impact of fraud in coordination with the Operations - Services team. The overall objective of this role is to manage fraud losses by ensuring analysts make appropriate decisions using risk/reward balance methodology.
Responsibilities:
* Manage one or more teams (Citi Vendors or Inter-Affiliates) and a component of the fraud loss portfolio
* Manage fraud losses and ensure the team supports the portfolio, and make decisions using a risk/reward and customer centric balance
* Monitor execution of operational objectives, authorization detection strategies and goals for the fraud area, and help mitigate fraud losses
* Provide evaluative judgment based on information analysis in complicated and unique situations
* Direct area supported and oversee the delivery of end results and budget management, and conduct resource planning activities
* Ensure essential procedures are followed and contribute to defining standards, and participate in change management initiatives
* Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
Qualifications:
* 6-10 years of experience in a related role
* Basic knowledge of the industry required
* Proven success in a similar position
* Demonstrated ability to persuade and influence others
* Consistently demonstrates clear and concise written and verbal communication
* Demonstrated ability to remain unbiased in a diverse working environment
Education:
* Bachelor's degree/University degree or equivalent experience
* -----------------------------------------------------
Job Family Group:
Operations - Services
* -----------------------------------------------------
Job Family:
Fraud Operations
* -----------------------------------------------------
Time Type:
Full time
* -----------------------------------------------------
Primary Location:
Jacksonville Florida United States
* -----------------------------------------------------
Primary Location Full Time Salary Range:
$93,440.00 - $140,160.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
* -----------------------------------------------------
Anticipated Posting Close Date:
Mar 27, 2025
* -----------------------------------------------------
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting
$93.4k-140.2k yearly 2d ago
Operations Manager
Ameriprise Financial-Texas 4.5
Grapevine, TX jobs
Job Description
Operations Manager
Compensation: $85,000-$120,000 (commensurate with experience) Employment Type: Full-time, Exempt
About the Role
LifeBranch Wealth Partners is a Private Wealth Advisory Practice with Ameriprise Financial, seeking an experienced and process-oriented Operations Manager to join our growing wealth management practice. This role will serve as a key operational leader-helping to streamline workflows, oversee practice initiatives, and ensure consistent, high-quality execution across the team. The Operations Manager will partner with advisors to ensure client meetings, planning processes, and follow-up workflows are executed with precision, supporting both the client experience and internal team efficiency.
The ideal candidate is someone who thrives on structure, organization, and efficiency. You'll work closely with firm leadership to implement systems that support both client service excellence and internal collaboration-keeping projects and priorities moving forward with precision.
Key Responsibilities
Oversee the day-to-day operational functions of the practice, ensuring smooth processes and timely execution.
Lead adoption and management of practice management systems (e.g., MoneyGuide, CRM platforms, portfolio/trade tracking tools).
Ensure accurate processing of client-facing workflows, including account maintenance, money movement, and meeting preparation.
Monitor and improve operational processes that directly support advisor-client interactions.
Serve as a central resource for communication and accountability, ensuring tasks are completed and initiatives stay on track.
Assist with training and process rollouts, helping team members adapt to evolving systems and expectations.
Identify opportunities to improve the client and team experience through streamlined operations, automation, and best practices.
Maintain confidentiality, professionalism, and alignment with Ameriprise compliance and operational standards.
Qualifications
5+ years of experience in financial services operations, preferably within an Ameriprise - affiliated or comparable wealth management firm, with direct exposure to advisor workflows, client service delivery, and practice management systems.
Experience supporting or collaborating with financial advisors, including participation in client meeting preparation, workflow design, or operational decision-making.
Strong understanding of industry systems, terminology, and operational workflows.
Proven ability to manage multiple priorities, coordinate across teams, and deliver on deadlines.
Experience with practice management or CRM systems (e.g., Salesforce, MoneyGuide, or similar).
Exceptional communication, problem-solving, and leadership skills.
Ability to take initiative and bring order to complex projects or competing priorities.
Preferred Attributes
Prior experience working closely with financial advisors in a client-facing capacity or understanding the end-to-end client experience within a wealth management practice.
Demonstrated ability to lead without micromanaging-creating alignment and structure while empowering others.
A natural inclination for organization, process design, and follow-through.
High level of emotional intelligence and ability to foster collaboration and accountability.
Experience supporting a fast-paced, high-performing advisory team.
Compensation & Benefits
Competitive base salary, commensurate with experience and demonstrated expertise in wealth management operations, with a range of $85,000-$120,000.
Comprehensive benefits package, which may include:
50% of health insurance premium paid for employee only, up to a monthly maximum. Dental, vision and disability insurance also available.
Paid time off and paid holidays
Simple IRA with employer match
Group term life insurance
Opportunities for professional development and growth
About Our Practice
LifeBranch Wealth Partners is a Private Wealth Advisory Practice with Ameriprise Financial, dedicated to helping clients manage their financial lives with clarity, purpose, and confidence. Guided by values of trust, dependability, and teamwork, we provide personalized, holistic planning that supports clients through every stage of life. As a Forbes Best-in-State Wealth Management Team (2025), we're proud of our culture of integrity, service, and collaboration - and we're seeking someone who can bring structure, energy, and operational excellence to our next chapter of growth.
To Apply:
Please submit your résumé and a brief cover letter outlining your experience in financial services operations.
Equal Opportunity Employer
We are an equal opportunity employer and value diversity at all levels of the organization. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
$85k-120k yearly 8d ago
Program Manager - AML Operations Strategy
Bank of America Corporation 4.7
Fort Worth, TX jobs
About Us At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for overseeing programs and projects specific to corporate change initiatives that impact how the bank does business, provides a product or service, or executes a function. Key responsibilities include serving as the primary contact to department managers for critical change initiatives and communicating, influencing, and negotiating vertically and horizontally to obtain or leverage resources. Job expectations include delivering regulatory and executive materials and ensuring results align to program strategy, simplification, and new capabilities.
The AML Operations Strategist will play a critical role in shaping and executing strategic initiatives to enhance the efficiency, scalability, and regulatory compliance of the organization's Anti-Money Laundering (AML) operations. This role requires a forward-thinking professional with deep knowledge of AML regulations, operational processes, and emerging technologies to drive innovation and continuous improvement.
Responsibilities:
* Defines program controls, processes, procedures, reporting cadence, decision governance structures, and ways of working with key stakeholders
* Works closely with project sponsors, cross-functional teams, and assigned project managers to develop the scope, deliverables, required resources, work plan, budget, and timing for new change initiatives
* Monitors the execution of defined tasks through tracking of program milestones and their statuses, developing program plans, and measuring progress against ongoing key performance indicators
* Analyzes, evaluates, and overcomes program risks, and produces program reports for managers and stakeholders
* Identifies key requirements for cross-functional teams and external vendors to perform in alignment with the program objectives
* Works with other program managers to identify risks and opportunities across multiple projects within the department, leading them to negotiate decision making for efficient and effective resolution
* Meets with stakeholders to provide transparency into project issues and decisions on services, builds positive relationships, asks questions, and uses tools to uncover root causes to challenges, identify opportunities, and make recommendations
* Develop and implement strategic plans to optimize AML operational functions, including client activity monitoring, screening, and KYC/CDD onboarding and refresh.
* Identify opportunities for automation, process re-engineering, technology adoption, and communications/training/procedure development to improve efficiency and reduce risk.
* Document the blueprint for the organization that aligns goals, strategies and initiatives to the strategic plan.
* Develop control routines to ensure new projects and improvement activities are in alignment with the strategic plan
* Drive the development of dashboards and KPIs to monitor effectiveness of AML processes and report to senior leadership.
* Integrate the strategic plan within existing people, process, and technology change functions
* Leverage data analytics to identify trends, gaps, and opportunities for improving AML controls and operational performance.
* Collaborate with cross-functional teams to deliver strategic initiatives.
* Act as a subject matter expert (SME) for AML operations strategy in internal forums
* Stay abreast of industry trends, regulatory changes, and emerging technologies in AML and financial crime prevention.
Required Qualifications:
* 7+ years in Anti-Money Laundering operations, compliance, or financial crime risk management, with at least 3 years in a strategic or transformation role.
* Proven track record of leading large-scale process improvement or technology implementation projects.
* Strong understanding of AML regulations and operational processes.
* Expertise in data analytics, process optimization, and project management.
* Excellent communication and stakeholder management skills.
* Familiarity with AML technology platforms and automation tools.
Desired Qualifications:
* Bachelor's degree in Business, Finance, Risk Management, or related field (Master's preferred).
Skills:
* Consulting
* Problem Solving
* Program Management
* Project Management
* Reporting
* Collaboration
* Leadership Development
* Performance Management
* Presentation Skills
* Issue Management
* Oral Communications
* Process Design
* Process Performance Management
* Strategic Thinking
* Analytical Problem-Solving
* Change Management
* Leadership and Influence
* Regulatory Acumen
Shift:
1st shift (United States of America)
Hours Per Week:
40
$78k-105k yearly est. 27d ago
Program Manager - AML Operations Strategy
Bank of America 4.7
Fort Worth, TX jobs
Charlotte, North Carolina;Jacksonville, Florida; Phoenix, Arizona; Chandler, Arizona; Fort Worth, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.**
Acknowledge (***************************************************************************************************************
**:**
**About Us**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for overseeing programs and projects specific to corporate change initiatives that impact how the bank does business, provides a product or service, or executes a function. Key responsibilities include serving as the primary contact to department managers for critical change initiatives and communicating, influencing, and negotiating vertically and horizontally to obtain or leverage resources. Job expectations include delivering regulatory and executive materials and ensuring results align to program strategy, simplification, and new capabilities.
The AML Operations Strategist will play a critical role in shaping and executing strategic initiatives to enhance the efficiency, scalability, and regulatory compliance of the organization's Anti-Money Laundering (AML) operations. This role requires a forward-thinking professional with deep knowledge of AML regulations, operational processes, and emerging technologies to drive innovation and continuous improvement.
**Responsibilities:**
+ Defines program controls, processes, procedures, reporting cadence, decision governance structures, and ways of working with key stakeholders
+ Works closely with project sponsors, cross-functional teams, and assigned project managers to develop the scope, deliverables, required resources, work plan, budget, and timing for new change initiatives
+ Monitors the execution of defined tasks through tracking of program milestones and their statuses, developing program plans, and measuring progress against ongoing key performance indicators
+ Analyzes, evaluates, and overcomes program risks, and produces program reports for managers and stakeholders
+ Identifies key requirements for cross-functional teams and external vendors to perform in alignment with the program objectives
+ Works with other program managers to identify risks and opportunities across multiple projects within the department, leading them to negotiate decision making for efficient and effective resolution
+ Meets with stakeholders to provide transparency into project issues and decisions on services, builds positive relationships, asks questions, and uses tools to uncover root causes to challenges, identify opportunities, and make recommendations
+ Develop and implement strategic plans to optimize AML operational functions, including client activity monitoring, screening, and KYC/CDD onboarding and refresh.
+ Identify opportunities for automation, process re-engineering, technology adoption, and communications/training/procedure development to improve efficiency and reduce risk.
+ Document the blueprint for the organization that aligns goals, strategies and initiatives to the strategic plan.
+ Develop control routines to ensure new projects and improvement activities are in alignment with the strategic plan
+ Drive the development of dashboards and KPIs to monitor effectiveness of AML processes and report to senior leadership.
+ Integrate the strategic plan within existing people, process, and technology change functions
+ Leverage data analytics to identify trends, gaps, and opportunities for improving AML controls and operational performance.
+ Collaborate with cross-functional teams to deliver strategic initiatives.
+ Act as a subject matter expert (SME) for AML operations strategy in internal forums
+ Stay abreast of industry trends, regulatory changes, and emerging technologies in AML and financial crime prevention.
**Required Qualifications:**
+ 7+ years in Anti-Money Laundering operations, compliance, or financial crime risk management, with at least 3 years in a strategic or transformation role.
+ Proven track record of leading large-scale process improvement or technology implementation projects.
+ Strong understanding of AML regulations and operational processes.
+ Expertise in data analytics, process optimization, and project management.
+ Excellent communication and stakeholder management skills.
+ Familiarity with AML technology platforms and automation tools.
**Desired Qualifications** :
+ Bachelor's degree in Business, Finance, Risk Management, or related field (Master's preferred).
**Skills** :
+ Consulting
+ Problem Solving
+ Program Management
+ Project Management
+ Reporting
+ Collaboration
+ Leadership Development
+ Performance Management
+ Presentation Skills
+ Issue Management
+ Oral Communications
+ Process Design
+ Process Performance Management
+ Strategic Thinking
+ Analytical Problem-Solving
+ Change Management
+ Leadership and Influence
+ Regulatory Acumen
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$78k-105k yearly est. 60d+ ago
Operations Manager
Ameriprise Financial 4.5
Grapevine, TX jobs
Compensation: $75,000-$95,000 (commensurate with experience) Employment Type: Full-time, Exempt
About the Role
LifeBranch Wealth Partners is a Private Wealth Advisory Practice with Ameriprise Financial, seeking an experienced and process-oriented Operations Manager to join our growing wealth management practice. This role will serve as a key operational leader-helping to streamline workflows, oversee practice initiatives, and ensure consistent, high-quality execution across the team.
The ideal candidate is someone who thrives on structure, organization, and efficiency. You'll work closely with firm leadership to implement systems that support both client service excellence and internal collaboration-keeping projects and priorities moving forward with precision.
Key Responsibilities
Oversee the day-to-day operational functions of the practice, ensuring smooth processes and timely execution.
Lead the implementation and adoption of new systems and tools, such as MoneyGuide and other practice management platforms.
Partner with advisors and staff to evaluate, refine, and document workflows for greater efficiency and consistency.
Serve as a central resource for communication and accountability, ensuring tasks are completed and initiatives stay on track.
Assist with training and process rollouts, helping team members adapt to evolving systems and expectations.
Identify opportunities to improve the client and team experience through streamlined operations, automation, and best practices.
Maintain confidentiality, professionalism, and alignment with Ameriprise compliance and operational standards.
Qualifications
5+ years of experience in financial services, preferably within an Ameriprise-affiliated or similar wealth management practice.
Strong understanding of industry systems, terminology, and operational workflows.
Proven ability to manage multiple priorities, coordinate across teams, and deliver on deadlines.
Experience with practice management or CRM systems (e.g., Salesforce, MoneyGuide, or similar).
Exceptional communication, problem-solving, and leadership skills.
Ability to take initiative and bring order to complex projects or competing priorities.
Preferred Attributes
Demonstrated ability to lead without micromanaging-creating alignment and structure while empowering others.
A natural inclination for organization, process design, and follow-through.
High level of emotional intelligence and ability to foster collaboration and accountability.
Experience supporting a fast-paced, high-performing advisory team.
Compensation & Benefits
Competitive base salary of $75,000-$95,000, depending on experience and scope of leadership responsibilities.
Comprehensive benefits package, which may include:
50% of health insurance premium paid for employee only, up to a monthly maximum. Dental, vision and disability insurance also available.
Paid time off and paid holidays
Simple IRA with employer match
Group term life insurance
Opportunities for professional development and growth
About Our Practice
LifeBranch Wealth Partners is a Private Wealth Advisory Practice with Ameriprise Financial, dedicated to helping clients manage their financial lives with clarity, purpose, and confidence. Guided by values of trust, dependability, and teamwork, we provide personalized, holistic planning that supports clients through every stage of life. As a Forbes Best-in-State Wealth Management Team (2025), we're proud of our culture of integrity, service, and collaboration - and we're seeking someone who can bring structure, energy, and operational excellence to our next chapter of growth.
To Apply:
Please submit your résumé and a brief cover letter outlining your experience in financial services operations.
Equal Opportunity Employer
We are an equal opportunity employer and value diversity at all levels of the organization. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
$75k-95k yearly Auto-Apply 60d+ ago
Sr Operations Manager - Enterprise Transaction Services
Bank of America 4.7
Dallas, TX jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for managing a unit for a site, region, or product line within the bank's internal operations. Key responsibilities include identifying, analyzing, and resolving highly complex problems, ensuring compliance with policies, and developing and implementing new processes to improve operating efficiency and ensure accuracy of workflow. Job expectations include managing employee performance, development, talent planning, and overseeing the budget, expenses, reporting, and forecasting.
Line of Business Description:
The Senior Operations Manager is responsible for the development of new and the enhancement of existing technologies, processes, and strategies within the ETS (Enterprise Transaction Services) Quality Operations organization. By developing close partnerships with the Quality Operations production team, partnering lines of business, reporting and analytics partners, technology teams etc., the Senior Operations Manager will prioritize and drive Quality Operations team's transformation agenda. This agenda may include process improvement, QA Test Design, and/or transformative initiatives requiring funding. The Senior Operations Manager is highly involved in change management and accordingly must ensure adherence with enterprise change management standards are followed. Within this role, the Senior Operations Manager will manage direct reports who are involved in a range of initiatives and will be accountable to ensure that change items are researched, planned, and implemented appropriately.
The Enterprise Transaction Services (ETS) QA Transformation team manages the Quality Operations testing portfolio by ensuring consistent practices, successful execution, and controlling the changes to the review plans utilized by Quality Operations. The Senior Operations Manager is responsible for direct management of a team that completes the activities, ensuring that the work is completed timely and accurately.
Key Responsibilities:
Manages the performance of team members that conducts the changes and or creation of review plans.
Building strong partnerships and collaborating effectively with ETS Lines of Business and key other key partners.
Work closely with subject matter experts, and business partners to analyze the needs for quality assurance controls to their front-line processes, including the correct alignment of testing to Single Process Inventory metric alignment.
Deliver key messages to audiences at multiple levels across the organization ensuring communications are impactful, insightful, timely, error free, and concise.
Oversee the ETS portfolio of Enterprise Independent Testing (EIT) to assist with any needs that the front-line leaders have with their portfolio.
Responsibilities:
Manages staffing levels and capacities, prioritizes employee development by providing effective coaching and training, and shares constructive feedback to drive Operational Excellence
Oversees end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product lines
Develops and analyzes procedures to enhance unit and/or product-related activities and oversees budget and expense management, reporting, and forecasting for designated areas
Implements improvements to drive the growth to the overall processes and identifies data, metrics, and key performance indicators to measure process effectiveness
Aligns bank priorities and strategies to employee metrics and goals, evaluates employee progress, and strives to recognize, encourage, and improve team performance to support an inclusive work environment
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
People Manager & Coach: Knows and develops team members through coaching and feedback.
Financial Steward: Manages expenses and demonstrates an owner's mindset.
Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.
Required Qualifications:
Minimum 3 years Quality Testing, Risk, and/or Process Design experience
Minimum 1 year in a managerial role
Prior change management experience
Well-organized and able to manage competing priorities and deadlines
Strong communication, time management and organizational skills
Ability to manage complex project(s) simultaneously in a fast-paced, matrixed environment with strong attention to detail and accuracy
Strong problem-solving skills, excellent analytical and presentation skills; ability to synthesize complex data into actionable presentations / reports and communicate technical concepts to non-technical clients
Self-motivation, self-direction skills and the ability to manage multiple priorities without sacrificing quality or timelines
Advanced active listening skills, influencing and facilitation skills
High level of credibility with executives, various line managers and business partners; demonstrated ability to influence, negotiate, and drive to results
Proficient in Microsoft Office Applications (especially PowerPoint, Word and Excel)
Demonstrated PowerPoint presentation skills and ability to target messaging to different audiences
Excellent decision-making skills with an assertive and proactive communication style
Enthusiastic, energetic, determined and positive - especially under pressure
Ability to handle delivery and execution while doing analysis/assessment of solutions to drive business outcomes
Critical thinker and risk minded
Desired Qualifications:
Bachelor's Degree
Experience with the Integrated Quality Solutions (IQS) platform
Quality Assurance test design experience
Risk experience
Enterprise Independent Testing (EIT) Experience
Skills:
Business Operations Management
Customer Service Management
Performance Management
Process Performance Measurement
Talent Development
Account Management
Client Management
Leadership Development
Process Management
Relationship Building
Hiring and Onboarding
Policies, Procedures, and Guidelines Management
Process Design
Risk Management
Workforce Analytics
For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$94k-121k yearly est. Auto-Apply 13d ago
Global AML Operations - Senior Project Manager
Bank of America 4.7
Fort Worth, TX jobs
Charlotte, North Carolina;Jacksonville, Florida; Fort Worth, Texas; Pennington, New Jersey; Kennesaw, Georgia; Phoenix, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.**
Acknowledge (**********************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**:**
This job is responsible for managing large projects for an operations department or Line of Business. Key responsibilities include directing the research of existing operations, procedures, workflow, product, and service requirements and managing the analysis of assembled data to define problems, including cost/benefit analysis and scope of the project. Job expectations include overseeing end-to-end project status, project health, mitigation, and timely escalation and working directly with senior management to set and maintain strategic project direction.
**Responsibilities:**
+ Determines testing methods needed for assigned projects, educates resources, partners with all testing teams engaged, and analyzes reporting and assembled data to define problems
+ Manages and directs project parameters, costs, project testing execution, resource allocation, and cost/benefit analysis
+ Partners with operations management on creating project impact and providing direction and guidance to internal teams
+ Coordinates development of key project deliverables in partnership with various key internal and external business partners
+ Manages and leads the execution of multiple and often competing priorities to meet deadlines and adhere with policies and procedures
+ Establishes project status routines and tracks critical path deadlines and overall business measures for success
+ Oversees defect resolution and roadblock clearing efforts to enable successful completion of testing
**Skills:**
+ Attention to Detail
+ Critical Thinking
+ Customer and Client Focus
+ Prioritization
+ Risk Management
+ Active Listening
+ Coaching
+ Collaboration
+ Performance Management
+ Planning
+ Business Case Review
+ Change Management
+ Conflict Management
+ Process Mapping
+ Project Management
**Line of Business Job Description**
We have an exciting opportunity for a Senior Change Manager to join our Global AML Operations (GAO) Change & Transformation team. The Senior Change Manager will manage material change initiatives that impact GB & GM AML Refresh & AML Onboarding Operations. This position will be accountable for the management of the project life cycle, from initiation through implementation. The Change Manager will be responsible for key project routines and artefacts and will work directly with the program manager and with senior management of the impacted operations function to set strategic direction of the projects. We are looking for a strong leader with the right level of experience, ability to challenge and influence stakeholders, and with excellent analytical skills, critical thinking, and process improvement mind-set.
**Responsibilities:**
+ Manages key project routines (such as working groups) and artefacts (such as delivery plan, risk & issue log)
+ Coordinates and directs the work efforts functionally aligned to the project
+ Adheres to Bank of America's Global Change Standards and follows the delivery framework established by the overarching Program of work
+ Represents the health and status of the project to the change executive and senior stakeholders
+ Partners with sponsors to support and maintain momentum of project delivery
+ Ensures stakeholder engagement and keeps them informed of progress
+ Identifies, manages and escalates project risks & issues
+ Manages project scope and timeline
+ Communicates, influences, and negotiates both vertically and horizontally to leverage necessary resources
+ Drives change governance and change control
+ Ensures clearly defined responsibilities and accountabilities for key project roles
+ Chairs working groups and other forums as required
**Requirements:**
+ At least 5 years of project/program management experience
+ Excellent project management skills, including the ability to prioritize work and meet deadlines
+ Ability to identify and propose the tasks & deliverables that will be necessary to achieve the desired outcome
+ Strong business centric mindset with ability to utilize sound business judgment and tailor approach to drive optimal business outcomes
+ Ability to manage and communicate with stakeholders
+ Knowledge of structured project management methods
+ Requires an in-depth knowledge of the bank and overall operations environment
+ Ability to challenge and influence stakeholders at senior levels
+ Ability to lead cross-functional workgroups and champion initiatives
+ Competent with MS products: Word, Excel, PowerPoint, Project, and Visio
+ Strong presentation development skills
**Desired Skills:**
+ Prior experience in Global Operations and/or AML processes desirable
+ Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
+ Excels in working among diverse viewpoints to determine the best path forward
+ Excellent verbal and communications skills. Provide clear, concise direction to the broader team while delivering comprehensive status to senior executives or project champions
+ Creativity - able to look at a problem from a new perspective and to develop new ideas and solutions
+ Self-starter who can take ambiguous information and drive to logical outcomes while constantly challenging the status quo
+ Commitment to challenging the status quo and promoting positive change
+ Believes in value of diversity so we can reflect, connect, and meet the diverse needs of our clients and employees around the world.
+ Experience working in a global environment
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$65k-82k yearly est. 3d ago
Global AML Operations - Senior Project Manager
Bank of America Corporation 4.7
Fort Worth, TX jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
:
This job is responsible for managing large projects for an operations department or Line of Business. Key responsibilities include directing the research of existing operations, procedures, workflow, product, and service requirements and managing the analysis of assembled data to define problems, including cost/benefit analysis and scope of the project. Job expectations include overseeing end-to-end project status, project health, mitigation, and timely escalation and working directly with senior management to set and maintain strategic project direction.
Responsibilities:
* Determines testing methods needed for assigned projects, educates resources, partners with all testing teams engaged, and analyzes reporting and assembled data to define problems
* Manages and directs project parameters, costs, project testing execution, resource allocation, and cost/benefit analysis
* Partners with operations management on creating project impact and providing direction and guidance to internal teams
* Coordinates development of key project deliverables in partnership with various key internal and external business partners
* Manages and leads the execution of multiple and often competing priorities to meet deadlines and adhere with policies and procedures
* Establishes project status routines and tracks critical path deadlines and overall business measures for success
* Oversees defect resolution and roadblock clearing efforts to enable successful completion of testing
Skills:
* Attention to Detail
* Critical Thinking
* Customer and Client Focus
* Prioritization
* Risk Management
* Active Listening
* Coaching
* Collaboration
* Performance Management
* Planning
* Business Case Review
* Change Management
* Conflict Management
* Process Mapping
* Project Management
Line of Business Job Description
We have an exciting opportunity for a Senior Change Manager to join our Global AML Operations (GAO) Change & Transformation team. The Senior Change Manager will manage material change initiatives that impact GB & GM AML Refresh & AML Onboarding Operations. This position will be accountable for the management of the project life cycle, from initiation through implementation. The Change Manager will be responsible for key project routines and artefacts and will work directly with the program manager and with senior management of the impacted operations function to set strategic direction of the projects. We are looking for a strong leader with the right level of experience, ability to challenge and influence stakeholders, and with excellent analytical skills, critical thinking, and process improvement mind-set.
Responsibilities:
* Manages key project routines (such as working groups) and artefacts (such as delivery plan, risk & issue log)
* Coordinates and directs the work efforts functionally aligned to the project
* Adheres to Bank of America's Global Change Standards and follows the delivery framework established by the overarching Program of work
* Represents the health and status of the project to the change executive and senior stakeholders
* Partners with sponsors to support and maintain momentum of project delivery
* Ensures stakeholder engagement and keeps them informed of progress
* Identifies, manages and escalates project risks & issues
* Manages project scope and timeline
* Communicates, influences, and negotiates both vertically and horizontally to leverage necessary resources
* Drives change governance and change control
* Ensures clearly defined responsibilities and accountabilities for key project roles
* Chairs working groups and other forums as required
Requirements:
* At least 5 years of project/program management experience
* Excellent project management skills, including the ability to prioritize work and meet deadlines
* Ability to identify and propose the tasks & deliverables that will be necessary to achieve the desired outcome
* Strong business centric mindset with ability to utilize sound business judgment and tailor approach to drive optimal business outcomes
* Ability to manage and communicate with stakeholders
* Knowledge of structured project management methods
* Requires an in-depth knowledge of the bank and overall operations environment
* Ability to challenge and influence stakeholders at senior levels
* Ability to lead cross-functional workgroups and champion initiatives
* Competent with MS products: Word, Excel, PowerPoint, Project, and Visio
* Strong presentation development skills
Desired Skills:
* Prior experience in Global Operations and/or AML processes desirable
* Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
* Excels in working among diverse viewpoints to determine the best path forward
* Excellent verbal and communications skills. Provide clear, concise direction to the broader team while delivering comprehensive status to senior executives or project champions
* Creativity - able to look at a problem from a new perspective and to develop new ideas and solutions
* Self-starter who can take ambiguous information and drive to logical outcomes while constantly challenging the status quo
* Commitment to challenging the status quo and promoting positive change
* Believes in value of diversity so we can reflect, connect, and meet the diverse needs of our clients and employees around the world.
* Experience working in a global environment
Shift:
1st shift (United States of America)
Hours Per Week:
40