Vice president jobs in Clarkstown, NY - 860 jobs

Reports to: Senior Vice President, Treasurer Job Type: Full-Time The Role: QXO is seeking a Vice President, Assistant Treasurer to play a key leadership role in managing and optimizing the company's treasury operations. This is a hands-on, player/coach position is ideal for a self-starter with strong technical expertise, strategic thinking, and proven experience in capital markets, liquidity management, and treasury systems. The ideal candidate has successfully led similar functions in the past and demonstrates both the capability and upside potential to grow within the organization. This role will oversee day-to-day treasury activities while driving strategic initiatives related to systems implementation, process improvement, and capital structure optimization. What you'll do: Lead and manage daily treasury operations, including cash management, liquidity forecasting, and participate in capital markets activities. Partner with the Treasurer on strategic initiatives and financial planning related to capital structure, financing, and risk management. Oversee implementation and optimization of the Treasury Management System (TMS), ensuring automation, accuracy, and efficiency. Play a leading role in treasury related ERP system integration projects, including process redesign, system rollouts, and change management initiatives. Support M&A activity, including due diligence, integration planning, and post-acquisition treasury setup. Develop, mentor, and guide team members while maintaining a strong 'player/coach' approach. Partner cross-functionally with Accounting, FP&A, Tax, Legal, and Corporate Development to ensure treasury alignment with company objectives. Contribute to financial modeling related to cash flow projections, debt capacity, and capital market transactions. Ensure compliance with internal controls and regulatory requirements governing debt agreements, cash and investments. What you'll bring: Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred. 10+ years of progressive treasury or finance experience, including prior experience in a similar role at a large or complex organization. Strong understanding of capital markets, cash flow management, and corporate finance principles. Hands-on experience with Treasury Management Systems and ERP implementations. Proven project management skills and ability to lead process improvement and system rollouts. Demonstrated experience in M&A due diligence and integration is highly desirable. Excellent communication, analytical, and leadership skills, with the ability to operate effectively at both strategic and tactical levels. Highly motivated self-starter with the ability to manage multiple priorities in a fast-paced environment. What you'll earn: 401(k) with employer match Medical, dental, and vision insurance PTO, company holidays, and parental leave Paid training and certifications Legal assistance and identity protection Pet insurance Employee assistance program (EAP) About the company QXO is the largest publicly traded distributor of roofing, waterproofing, and complementary building products in the United States. The company aims to become the tech-enabled leader in the $800 billion building products distribution industry and generate outsized value for shareholders. QXO is targeting $50 billion in annual revenues within the next decade through accretive acquisitions and organic growth. QXO is an Equal Opportunity Employer. We value diversity and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other protected status. To comply with Pay Transparency laws, employers must disclose an annual salary range. Actual offers depend on factors such as location, experience, skills, and market data. This position may also offer variable compensation.

As Vice President of Finance, you will lead the financial operations of our growing construction and development organization. This individual will play a key leadership role in driving financial performance, managing risk, and ensuring the financial health of the company. Responsibilities/Duties: Partner with executive leadership to develop and execute long-term financial strategy. Provide data-driven insights and recommendations to support business growth and profitability. Evaluate and improve financial processes, systems, and internal controls. Lead the annual budgeting process and rolling forecasts. Monitor performance against budgets and identify areas for improvement. Oversee monthly, quarterly, and annual financial close processes. Ensure compliance with Generally Accepted Accounting Principles (GAAP) and all applicable financial regulations. Preparing and communicating financial statements to stakeholders such as Apex senior leadership and Advisory Board. Challenge senior leadership on business decisions and provide effective issue resolutions. Develop plans for growth to increase company profit while reducing expenditure. Provide timely and accurate financial statements, job costing reports, and cash flow projections. Manage cash flow, financing, and working capital needs. Oversee relationships with banks, lenders, and financial partners. Lead accurate job cost accounting and reporting. Work closely with project managers and operations to track project budgets, costs, and profitability. Identify trends and provide proactive financial insights on underperforming projects. Implement policies and procedures to safeguard company assets. Ensure compliance with tax laws, insurance requirements, and industry regulations. Oversee audits and manage relationships with external auditors and consultants. Lead and mentor a team of finance and accounting professionals. Foster a culture of accountability, collaboration, and continuous improvement. Qualifications: Bachelor's degree in accounting or finance. CPA required. 10+ years of progressive financial leadership experience, with at least 5 years in construction or real estate development. Deep understanding of construction job costing, project budgeting, and WIP reporting. Working knowledge of general contracting financing and development financing accounting. Experience with construction ERP systems (e.g., Sage 300, Viewpoint, Procore, Premiere.) preferred Strong analytical, problem-solving, and decision-making skills. Proven ability to work cross-functionally in a fast-paced, project-driven environment. Required Skills/Abilities: Strong written, verbal, and presentation communication skills to convey complex financial information clearly to stakeholders, including investors, advisory board members, and employees. Skilled in identifying, analyzing, and solving financial problems for maintaining the company's financial health. Strategic thinker with hands-on operational experience Ability to build and maintain strong relationships with various stakeholders and to collaborate effectively. Strong leadership skills to guide and lead the finance team in supporting the overall organization Make sound, high-stakes decisions that align with company goals while managing risks effectively. Prioritize tasks and manage multiple responsibilities to meet deadlines without compromising quality. Working Conditions: The Vice President of Finance will be based in the corporate headquarters in Yonkers, New York with some travel to construction locations around the New York City area. Equal Employment Opportunity We're proud to be an equal opportunity employer - and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. At Apex, we know that diversity makes us stronger. We are committed to a collaborative, inclusive environment that encourages authenticity and fosters a sense of belonging. We strive for everyone to feel valued, connected, and empowered to reach

.VP, Accounting Policy Services page is loaded## VP, Accounting Policy Serviceslocations: White Plains, NY United States of Americatime type: Full timeposted on: Posted Todayjob requisition id: R25\_968With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠.We are seeking a candidate to join our Corporate Finance Team as a Vice President, Accounting Policy Services located in White Plains, NY. This individual will lead US GAAP accounting research and documentation in conjunction with a variety of non-standard transactions that may arise in our worldwide insurance, reinsurance and mortgage operations. Additionally, they will work on new or proposed accounting standards set forth by the FASB and/or SEC, and other general corporate accounting matters. The ideal candidate must have strong written and oral communication skills, an analytical mindset, and the ability to multitask to effectively manage his or her time across various roles and responsibilities.This individual will report to the EVP, Deputy CFO. This role may require limited travel. This role is *hybrid from White Plains, NY* with two days in the office, and three days remote.**Job Responsibilities*** Partner with Executive and Senior management to ensure the integrity of the Company's US GAAP financial statements* Develop and maintain group-wide corporate accounting policies* Monitor and assess the appropriate application of US GAAP accounting policies across the organization, the impact of accounting standard changes and lead implementation efforts where required* Support the Company's business leaders and segment finance professionals by providing expertise related to accounting guidance applicable to significant, new or unusual transactions.* Monitor and effectively communicate the impact of new accounting policies on the Company's consolidated financial statements and segment reporting to executive management* Collaborate with other groups and/or departments across the organization to implement new accounting standards/disclosure requirements and support the Company's publicly filed financial statements and disclosures* Ensure alignment of accounting policies as it relates to M&A transactions* Manage relationships with external auditors as part of the annual audit and quarterly review process, including accounting/audit issues, audit fees, timing of audit work and deliverables* Review and/or perform due diligence work on potential transactions* Manage and develop accounting policy & finance staff**Desired Skills/Experience*** Excellent interpersonal skills and track record of effective interactions with individuals at all levels of the organization* Strong knowledge of financial accounting for financial services, including, but not limited to, issues around risk transfer, reinsurance accounting, business combinations, consolidation, equity method of accounting, derivatives, revenue recognition and segment reporting* Demonstrated ability to meet deadlines while working independently and as part of a team* Public accounting experience a plus* Public company experience a plus* US Statutory and/or IFRS accounting experience a plus**Required Skills/Experience*** 8+ years of US GAAP accounting experience in a similar role, specializing in the property/casualty insurance industry* Strong skills in Microsoft Office Suite: Word, Excel, PowerPoint; ability to model and create complex spreadsheets, look up tables, pivot tables, and understand/analyze the results**Education*** BA in accounting* CPA required#LI-AT1#LI-hybrid For individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible.$167,195 - $226,205/year* Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs. The above pay range may be modified in the future.* Arch is committed to helping employees succeed through our comprehensive benefits package that includes multiple medical plans plus dental, vision and prescription drug coverage; a competitive 401k with generous matching; PTO beginning at 20 days per year; up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Offer; basic Life and AD&D Insurance as well as Short and Long-Term Disability; Paid Parental Leave of up to 10 weeks; Student Loan Assistance and Tuition Reimbursement, Backup Child and Elder Care; and more. Click to learn more on available benefits.If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our to share your preferences directly with Arch's Talent Acquisition team.10200 Arch Capital Services LLC #J-18808-Ljbffr

A leading financial institution seeks a Wealth Management Attorney - Assistant General Counsel to provide essential legal guidance for its broker-dealer and investment advisory businesses. You'll support projects and initiatives, ensuring legal compliance while managing risks. The ideal candidate possesses at least 8 years of legal experience in financial services and a strong understanding of securities regulations. This position offers an opportunity to thrive in a dynamic legal environment, fostering professional growth with a focus on inclusivity. #J-18808-Ljbffr

Ardent Health is a leading provider of healthcare in communities across the country. With a focus on consumer-friendly processes and investments in innovative services and technologies, Ardent is passionate about making healthcare better and easier to access. We are driven by our purpose of caring for people: our patients, our communities and one another. Located in Brentwood, Tennessee, Ardent has earned a reputation as one of the industry's strongest and most innovative healthcare systems. Our facilities and clinics are consistently recognized among healthcare's best employers. We recognize each hospital and clinic is as unique as the community it serves. We strive to maintain strong community ties through advisory boards, contributions, charitable care, education and outreach. Ardent includes: 30 hospitals 280 sites of care 4,281 beds 24,000+ team members 8,200+ nurses 1,800+ aligned providers 5.8M annual provider encounters 421 medical residents Ardent makes considerable investments in people, technology, facilities, and communities, producing high quality care and extraordinary results. From newly constructed facilities and expanded services, to lifesaving technology and outstanding opportunities for employees, Ardent is committed to providing its hospitals and clinics the tools needed to succeed. We believe it is this mix of corporate support and local autonomy that equips our teams for success. Hackensack Meridian Mountainside Medical Center: Mountainside Medical Center has been serving Montclair and the surrounding New Jersey communities since 1891. In collaboration with its joint venture partners, Ardent Health Services and Hackensack Meridian Mountainside Medical Center is well-positioned for future growth and continued excellence in providing care to Essex County and surrounding regions.With the addition of innovative capabilities, Mountainside Medical Center's respected medical and community reputation has gained even more strength. Ongoing collaboration with physicians and community leaders enables Mountainside Medical Center team to bring the latest medical programs, technology and patient-focused care to local communities. Mountainside Medical Center includes 365 beds, more than 1,200+ employees, over 700+ medical staff members, Board certified and board eligible physicians, 27-bed Emergency Room/FastTrack Unit, Residency Programs in Internal Medicine, Family Medicine, Dentistry and Pharmacy and State-of-the-art technology rivaling that of larger medical institutions We have an exciting opportunity to join our leadership team at Hackensack Meridian Mountainside Medical Center as a Chief Financial Officer. POSITION SUMMARY: The Chief Financial Officer (CFO) is responsible for the overall financial administration for the facility. Additional areas of responsibility may include: general accounting, data processing, materials management, information systems, and financial reporting. This position ensures that the internal controls are adequate to safeguard the assets of each entity and that the accounting systems are sufficient to generate accurate and timely financial reporting. Help create and implement initiatives in order to build and grow the facility. Help analyze and see ideas from a financial mindset in order to help ensure the success of future endeavors. Consult the Division CFO and Corporate office personnel concerning the facility's financial affairs, financial goals, and objectives. Develop the operating policies and procedures. Ensure the accurate review of product line analysis, and consult with the facility CEO and Division CFO. Prepare financial and management reports and prepare and administer the facility's annual operation and capital budget. Partner with facility CEO and other executive team members on preparing the annual facility business plan. Plan and coordinate functions and activities of assigned departments. Responsibilities include evaluating performance and initiating or recommending personnel actions and maintaining good employee relations with department staff. Ongoing monitoring of expense structure to identify opportunities for efficiencies and cost reduction. Actively participate in Board of Trustees, Medical Staff and community meetings. Direct preparation of projections to inform facility and Division leadership of anticipated performance in future periods. Review and maintain a healthy revenue cycle to ensure consistent cash flow. Work with the market and joint venture partner on managed care negotiations to maximize payer contracts. Education & Experience: Bachelor's Degree in accounting/finance or related field required. Master's Degree from an accredited college or university in Hospital Administration or Business Administration preferred. Previous experience as a hospital CFO. Experience in an integrated health delivery system, strongly preferred. CPA certification, preferred. Knowledge, Skills & Abilities: Current knowledge of JCAHO, OSHA, state and federal regulatory standards. Excellent leadership and interpersonal skills to effectively communicate ideas, problems, instructions (written and oral) with corporate management staff, facility management staff and employees. Ability to analyze situations, evaluate data, recommend, and implement courses of action that would improve the functioning of the company. Ability to interpret, adapt, and apply guidelines, policies and procedures. Ability to use sound judgment in decision making and react calmly and effectively in an emergency situation. Knowledge of strategic planning and short and long-range goal implementation. Learn more about the benefits offered for this postition. Salary Minimum: $236,731.00 Rate of pay is determined based on experience and education and may include other pay components such as differentials and call pay based on role. #J-18808-Ljbffr

Vice President, Inpatient Rehabilitation Services page is loaded## Vice President, Inpatient Rehabilitation Serviceslocations: Burke Main Campustime type: Full timeposted on: Posted Todayjob requisition id: JR228057**City/State:**White Plains, New York**Department:**President & CEO Office**Work Shift:****Work Days:**MON-FRI**Scheduled Hours:**Hours Vary**Scheduled Daily Hours:**7 HOURS**Pay Rate/Range:**180,000-225,000**Sign-On Bonus:**n/aProvides executive leadership, strategic direction, and operational oversight for Inpatient Rehabilitation Services to ensure high-quality, patient-centered care, regulatory compliance, fiscal stewardship, and alignment with Burke Rehabilitation strategic priorities. This role oversees clinical and programmatic operations across designated departments.* Serves as a key member of the senior leadership team, contributing to hospital-wide strategy, operational planning, and long-term organizational decision-making in alignment with Burke's mission, vision, and strategic priorities.* Provides executive oversight of inpatient therapy services, balancing strategic planning with day-to-day operational leadership to ensure high-quality, efficient, and patient-centered rehabilitation care.* Partners closely with fellow Vice Presidents, senior executives, and physician leadership to coordinate interdisciplinary initiatives, drive enterprise-wide priorities, and resolve complex operational and clinical challenges.* Leads the development, implementation, and evaluation of administrative and clinical policies to enhance quality outcomes, regulatory compliance, workforce effectiveness, and patient experience across inpatient therapy services.* Directs departmental leaders in workforce planning, succession planning, recruitment strategies, engagement initiatives, performance management, and leadership development to ensure operational continuity and long-term talent sustainability.* Ensures consistent application of hospital personnel policies and labor practices; recommends and approves salary actions, promotions, disciplinary actions, transfers, and appointments in accordance with performance expectations, operational needs, and organizational guidelines.* Interprets hospital and departmental policies, objectives, and procedures for therapy leadership; proactively addresses issues related to staffing, employee relations, productivity, resource utilization, and workflow efficiency.* Oversees regulatory readiness and accreditation compliance for all inpatient therapy programs, including The Joint Commission, CARF, CMS, and New York State Department of Health; leads corrective action planning for survey findings and performance gaps.* Monitors departmental budgets, productivity metrics, and financial performance; investigates variances and implements corrective strategies to support fiscal responsibility and operational sustainability.* Collaborates with the Chief Medical Officer, Chief Quality Officer, and Senior VP of Post-Acute Operations on clinical quality, patient safety, care delivery redesign, and performance improvement initiatives, including outcomes measurement and best-practice adoption.* Actively participates in Performance Improvement, Quality, Safety, and other standing or ad hoc committees, contributing therapy leadership expertise to enterprise-wide initiatives.* Represents Burke Rehabilitation Hospital at professional meetings, industry forums, and external collaborations, advancing the organization's reputation and thought leadership in rehabilitation medicine.* Provides coaching, mentoring, and professional development support to Program Directors, Team Leaders and emerging leaders, fostering a culture of accountability, engagement, and continuous improvement.* Drives innovation in inpatient therapy practice models, interdisciplinary collaboration, and care delivery workflows to support evolving patient acuity, operational demands, and strategic growth initiatives.* Maintains professional knowledge of rehabilitation trends, regulatory requirements, and emerging best practices through professional organizations, education, and literature.* Completes all employee performance evaluations within established timeframes.* Demonstrates adherence to the Corporate Compliance Program and promotes a culture of ethics, accountability, and transparency.* Coordinates and communicates required in-service education for subordinate leaders and staff related to: - Corporate Compliance - Workplace Violence Prevention - Mandatory Annual Education (Infection Control, Environment of Care, Patient Rights) - Strategic Management Plan - Service Excellence Standards* Practices Standard Precautions and complies with infection prevention policies.* Maintains confidentiality of information in accordance with HIPAA and Hospital policy.* Maintains a professional image and complies with identification and dress policies.* Demonstrates reliable, on-time attendance, which is an essential function of all jobs at Burke.* Champions Burke C.A.R.E.S. values by modeling compassion, accountability, respect, and service excellence.* Performs other job related duties as assigned.Bachelor's degree required, Master's degree in Physical Therapy, Occupational Therapy, Health Administration, Business Administration, or related field preferred. Minimum of 5-7 years of progressive leadership experience in a healthcare delivery setting, including responsibility for clinical operations, budgeting, program development, and staff leadership.The Burke Rehabilitation Hospital is an equal employment opportunity employer. The Burke Rehabilitation Hospital will recruit, hire, train, transfer, promote, layoff and discharge associates in all job classifications without regard to their race, color, religion, creed, national origin, alienage or citizenship status, age, gender, actual or presumed disability, history of disability, sexual orientation, gender identity, gender expression, genetic predisposition or carrier status, pregnancy, military status, marital status, or partnership status, or any other characteristic protected by law.* A culture of mentorship and collaboration.* Working with an inter-disciplinary team of experts.* Clinical knowledge growth through regular in-services and other opportunities.* Career growth within the organization.* Providing patient-centered care using state of the art equipment.* Earning extremely high patient satisfaction scores.* Ensuring a great reputation in our local communities.* Giving back through volunteering at Burke-sponsored events.* Recognition for their contributions at the local and national level.### A Generous Benefits PackageBurke employees have access to a comprehensive benefits package that supports them with:* Medical Coverage* Dental Coverage* Generous Paid Time Off* A 403B Retirement Plan with matching contributions* An Employee Assistance Program (“EAP”) - free for employees and dependents* Medical and Dependent Flexible Spending Accounts* Short-term Disability and New York Paid Family Leave Insurance* Long-term Disability Insurance* Life and AD&D Insurance* Voluntary Insurances at group rates: Life, AD&D, enhanced Short Term Disability, Vision, Pet* Tuition Reimbursement Program* Employee Fitness Center* Free parking (most locations) #J-18808-Ljbffr

The Tax Managing Director, State and Local Taxation is responsible for providing written tax advice to clients, evaluating and alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks and identifying potential changes in tax policy and regulations. In this role, the Tax Managing Director, State and Local Taxation will be charged with marketing, networking and business development within their area of experience and specialization and maintaining key client relationships. Additionally, the Tax Managing Director, State and Local Taxation is a critical part of the office's / region's Tax Services leadership team, and will act as a source for guidance on complex tax questions and issues. Job Duties: Research Identifies all situations when research is necessary, and conducts appropriate investigation on identified topics Analyzes researched facts and the sources utilized Prepares studies of tax implications and outlines alternative courses of action to clients Partners with other Core Tax and Specialized Tax Services professionals to resolve complex and contentious matters Tax Compliance Ensures clients comply with applicable authorities while identifying options for minimizing the client's tax and reporting burdens Manages engagements to ensure engagement metrics are achieved Collaborates with Business Development team and other strategic parties to drive sales tax compliance service offerings Tax Consulting Handles all inquiries from federal and state agencies regarding all tax issues and questions Drafts responses to examiner questions and challenges Monitors implementations of work plans for tax consulting projects Provides recommended solutions by combining tax knowledge and knowledge of business / industry Tax Controversy Represents clients before any tax authority on contested issues Responds to all questions from federal or state agencies Acts as industry expert in SALT Identifies cross-selling opportunities with other tax specializations Manages SALT services provided to assigned clients Develops tools and/or improvements allowing for enhance the efficiency or services of the SALT practice Accounting for Income Taxes - SFAS109 Prepares tax accrual workpapers ASC740-10 Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48 Recognizes, measures and documents financial benefits to clients Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits Participates in relevant industry groups Leads marketing campaigns and external SALT initiatives Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload of STS SALT Senior Managers, Managers and Staff on assigned engagements, and reviews work product Ensures STS SALT Senior Managers, Managers and Staff are trained on all relevant tax software Evaluates the performance of STS SALT Senior Managers, Managers and Staff, and assists in the development of goals and objectives to enhance professional development Delivers periodic performance feedback, and completes performance evaluations for STS SALT Senior Managers, Managers and Staff Acts as Career Advisor to STS SALT Senior Managers, Managers and Staff, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting or other relevant field required Master's degree in Accounting, Taxation or other relevant field preferred Juris Doctorate preferred Experience: Ten (10) or more years of prior SALT experience required Prior experience supervising tax professionals on a project or engagement basis required Prior experience preparing and/or reviewing tax provisions high preferred Prior experience with corporate taxation, consolidations and partnerships preferred License/Certifications: CPA certification or other relevant certification preferred Software: Proficient in the use of Microsoft Office Suite, specifically Excel and Word preferred Exposure to and familiarity with standard tax applications and research tools preferred Language: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Superior analytical and research skills Solid organizational skills, especially the ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Ability to work in a deadline-driven environment and handle multiple projects simultaneously Capable of effectively managing a team of tax professionals, and delegating work assignments, as needed Capacity to build and maintain strong relationships with internal and client personnel Ability to encourage team environment on engagements, and contribute to the professional development of assigned personnel Executive presence and ability to act as primary contact on assigned engagements Ability to successfully interact with professionals at all levels Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services Advanced knowledge of sources of relevant information utilized in tax filings Advanced knowledge and understanding of cause/effect for taxable conditions on clients and the potential tax issues Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $157,500 - $420,000 Maryland Range: $157,500 - $420,000 NYC/Long Island/Westchester Range: $157,500 - $420,000 Washington DC Range: $157,500 - $420,000 About Us Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities *Benefits may be subject to eligibility requirements. Locations 1055 Washington Blvd, Stamford, CT, 06901, US 626 Washington Pl, Pittsburgh, PA, 15219, US 1801 Market Street, Philadelphia, PA, 19103, US One Bush Street, San Francisco, CA, 94104, US 15 One International Place, Boston, MA, 02110, US #J-18808-Ljbffr

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

Grayscale is the largest digital asset-focused investment platform in the world by AUM and offers the broadest selection of digital asset investment products in the U.S. based on number of products. Our platform spans the full spectrum of institutional-grade solutions-from single-asset exposures to diversified and thematic strategies, with a goal of providing every investor with access to the hyper-expanding digital asset universe. Our firm offers a rare combination of decades of traditional finance work experience and digital asset leadership that brings an institutional mindset to the maturing digital asset industry. This convergence of capabilities positions us to deliver investment solutions and client experiences that are both institutionally robust and technologically advanced, which we believe offers a competitive edge that is difficult to replicate. We're proud of our deep crypto expertise and work closely with individual and institutional investors as they explore this asset class as part of their portfolio allocation. Position Summary Vice President, National Accounts will own and grow Grayscale's platform presence, home‑office influence, and strategic partnerships across key wealth management firms. Reporting to the Head of Wealth, this leader will drive top‑down sales strategy, secure research recommendations, increase share of wallet, and meaningfully expand revenue at the nation's largest advisory platforms. This is a highly strategic, relationship‑driven role that requires deep connectivity with home‑office stakeholders, exceptional cross‑functional leadership, and the ability to translate product, research, and marketing initiatives into commercial outcomes. Responsibilities Expand platform availability by securing product approvals, advancing due diligence, and deepening home‑office engagement to broaden Grayscale's reach across assigned firms. Win research recommendations and model portfolio inclusion by influencing analysts, CIO teams, and discretionary PMs with coordinated positioning and data‑driven support. Grow revenue, net flows, and advisor adoption by using account‑level intelligence to identify opportunities, prioritize actions, and execute quarterly plans tied to measurable commercial targets. Strengthen enterprise relationships with gatekeepers, research, CIO, PM, legal, risk, and senior leadership through consistent, strategic engagement that advances platform priorities. Execute account strategy with discipline by managing budgets with clear ROI, coordinating top‑down activation with the national and divisional sales teams, and ensuring compliance with each firm's rules of the road. Translate home‑office needs into internal action by delivering insights to Product, Research, Marketing, and Sales that shape roadmap decisions, positioning, and sales enablement. Prior Experience/Requirements 8-15 years in National Accounts or strategic platform management within asset management. Proven success securing platform approvals, research coverage, and model portfolio allocations. Deep understanding of wealth management platforms, due diligence workflows, and CIO/research processes. Strong executive‑level relationship management skills; credibility with senior home‑office stakeholders. Commercial mindset with track record of driving revenue and expanding enterprise relationships. Ability to operate cross‑functionally with Product, Research, Marketing, Compliance, and Sales. Knowledge of ETFs; interest in digital assets preferred. FINRA Series 7 & 63 required. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. #J-18808-Ljbffr

We are seeking an experienced systematic trading professional to lead our trading team and oversee the firm's end-to-end trading operations. This individual will collaborate closely with the operations, execution, and infrastructure teams to ensure that all trading activities are executed smoothly, accurately, and efficiently. Responsibilities Oversee the firm's global, multi-asset trading operations-including equities, futures, corporate bonds, and other instruments-to ensure accuracy, efficiency, and reliability. Collaborate with the execution, operations, and infrastructure teams to continuously enhance trading workflows and operational scalability. Drive ongoing improvements by initiating and implementing new trading-related projects and managing existing initiatives to optimize performance and minimize friction across systems and processes. Provide leadership and mentorship to the trading team, fostering a culture of excellence, accountability, and collaboration. Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields. 5+ years of experience in trading or managing the trading operation. Proven leadership experience in managing a systematic trading team of quantitative members. Exceptional quantitative, analytical, and communication skills with the ability to collaborate across functions. Competitive salary plus bonus based on individual and company performance. Collaborative, casual, and friendly work environment. PPO Health, dental and vision insurance premiums fully covered for you and your. dependents. Pre-tax commuter benefits. Weekly company meals. Trexquant is an Equal Opportunity Employer #J-18808-Ljbffr

A leading roofing supply company is seeking an experienced Financial Reporting and Accounting Leader to oversee corporate accounting and financial reporting. The ideal candidate will have a CPA and significant experience in M&A, along with over 12 years in accounting leadership roles. This position requires strong international accounting operations knowledge and the ability to lead cross-functional teams in a dynamic environment. The salary range is competitive, reflecting the responsibility and expertise required. #J-18808-Ljbffr

A leading commercial bank in Stamford, CT is looking for a Director, Liquidity. In this role, you will develop and manage liquidity tools to enhance the bank's liquidity management framework. Candidates should have 5+ years of experience in liquidity management, excellent communication skills, and a proactive approach. Knowledge in cash flow forecasting and liquidity regulatory requirements is essential. The salary range is between $140,000 and $160,000 USD, along with incentive compensation. #J-18808-Ljbffr

Genesis Research Group is an international healthcare consultancy providing value evidence strategy, generation, synthesis, and communication services to life sciences companies. Delivering these services empowered by technology innovations has enabled us to become a trusted partner with our clients across the development and commercialization life cycle. Combining both traditional and novel analytical approaches with diverse real-world data, including genomic, medical record, claims and patient-reported information, has allowed us to inform life science company internal decision-making as well as submissions and presentations to regulators, health technology assessment authorities and payers, the medical community, and patient organizations. The professional in this role must possess and demonstrate experience leading HEOR and real-world evidence (RWE) studies and a passion for cultivating existing and new client relationships and identifying opportunities to enhance current HEOR and RWE business through strategic consultation and delivery excellence in the pharmaceutical, biotechnology and medical device sectors. Flexible - hybrid or remote, depending on location. Accountabilities within this role Facilitate effective strategic consultations with clients and prospective clients. Be a strategic partner to our clients, advising on evidence generation strategy and early study design including but not limited to data source selection. Take responsibility for managing existing client relationships and routine engagements through strategic consultation on high-level direction of project, message generation, and dissemination of project plans. Lead RWE and HEOR projects and provide project leadership to a cross-functional team of scientists and consultants. Understand client needs and objectives to strategically drive Genesis Research Group offerings. Participate in the new business development process and contribute to revenue expansion by partnering with the Commercial team and contribute to proposal development by conceptualizing the strategic scope of projects. Mentor and supervise junior team members. Maintain current knowledge of industry and scientific trends. Contribute to a positive work environment and uphold the Genesis Research Group culture. Qualifications 7+ years of consulting experience in RWE/HEOR. Master's or PhD / PharmD degree within a relevant discipline (e.g., public health, health services research, HEOR or epidemiology). Experience leading HEOR and RWE research methods, including study design and analysis. Global and US RWE and HEOR experience preferred. Experience and desire for supporting business development activities including proposal writing preferred. Outstanding healthcare/life sciences industry knowledge. Exceptional verbal and written communication skills. Exceptional organizational skills and attention to detail. Enthusiasm to learn and motivation to take opportunities to develop oneself and others within Genesis Research Group. Ability to effectively work in a matrix environment in a fast-paced entrepreneurial workplace. Compensation Performance-related bonus. Company-matched 401(k) plan. Medical/dental/vision and other benefits. Flexible PTO plan and 15 company holidays including the last week of the year. Genesis Research Group is an equal opportunity employer.Learn more about our values and experience a better way to grow your evidence-based research career. #J-18808-Ljbffr

A leading supply chain solutions provider in Connecticut seeks a Senior Director for HR to oversee global HR for key corporate functions. The role requires a strong leader to drive people strategy and organizational transformation, supporting regional HR leaders. Candidates must possess a Bachelor's degree, PHR or SPHR certification, and 7+ years of HR experience. Benefits include competitive compensation, health insurance, and a flexible schedule. #J-18808-Ljbffr

A global payments innovator is seeking a Sales Manager in Stamford, CT, to implement sales strategies for client acquisition and revenue growth. You will drive high-performance sales culture, build strong relationships with stakeholders, and achieve sales targets. Ideal candidates have a strong background in Global Payments & FX with substantial sales experience. This full-time role offers a competitive salary between $140,000-$170,000, bonus scheme, and a comprehensive benefits package, operating on a hybrid model. #J-18808-Ljbffr

Type: Full-Time | Hybrid / Field-Based Industry: Early Childhood Education | Childcare | Preschool Magical Beginnings is hiring a Regional Director of Operations to lead a portfolio of licensed childcare and preschool programs across Connecticut and New York. This is a senior, hands-on leadership role for an experienced Early Childhood Education (ECE) leader with proven multi-site operations experience. You will partner closely with School Directors and executive leadership to drive consistency, compliance, enrollment stability, and strong school culture across the region. This role is not designed for general retail or hospitality leaders. We are seeking someone who understands the realities of regulated early learning environments and knows how to lead people through complexity with clarity and care. What You'll Do Multi-Site Leadership & Culture Lead, coach, and support School Directors across multiple childcare and preschool locations Set clear expectations while fostering trust, accountability, and professional growth Serve as a visible, steady leader during both stable and challenging moments Operations & Licensing Compliance Ensure compliance with Connecticut and New York childcare licensing regulations Prepare schools for inspections, audits, and regulatory visits Identify risk early and lead corrective action with confidence and follow-through Enrollment, Financial & Operational Health Partner with Directors on staffing models, enrollment goals, and budget oversight Monitor KPIs, labor, and performance trends across the region Balance operational discipline with quality programming and staff support Growth & Continuity Support new school openings, acquisitions, and operational launches Step in as interim leadership when needed to maintain stability and continuity Ensure consistency of care, leadership, and standards across all schools What This Role Is Not Not a desk-only or remote-only position - school presence matters Not a micromanagement role - Directors are empowered leaders Not a crisis-only position - this role is proactive and preventative Not a compliance-only role - people leadership is essential Not a fit for leaders without early childhood education experience What We're Looking For 5+ years of leadership experience in Early Childhood Education (ECE) 3+ years leading multi-site childcare or preschool operations Strong working knowledge of childcare licensing and regulatory environments Proven ability to lead leaders, manage performance, and drive consistency Calm, steady leadership style with the ability to hold accountability Willingness to travel regularly across CT and NY schools Why This Role Matters Our Regional Directors play a critical role in shaping the quality, stability, and culture of our schools. This position offers real influence, executive partnership, and the opportunity to make a lasting impact across a growing region. If you're an ECE leader who believes strong operations and strong relationships go hand in hand, we'd love to connect.

ProFormance Builder Solutions is seeking a results-driven Director of Estimating to lead, optimize, and scale our estimating operations across all exterior trades, including siding, roofing, house wrap, trim, gutters, soffit/fascia, and related systems. This position blends hands‑on estimating expertise with strategic leadership and advanced technology integration to ensure precision, consistency, and alignment with company financial goals. The Director of Estimating will oversee the full estimating lifecycle - from takeoffs and cost modeling to team leadership and process automation - driving both accuracy and profitability across all markets. The ideal candidate is a seasoned estimator with strong financial acumen, proven team leadership experience, advanced technical proficiency in data analytics, AI‑driven process optimization, system integration, & residential construction. Responsibilities Leadership & Process Development Lead, mentor, and develop the estimating team to achieve accuracy, accountability, and high performance. Design, document, and continuously improve standardized estimating processes, templates, and pricing systems across all exterior trades. Implement data-driven automation tools and AI‑assisted workflows to streamline takeoffs, pricing, and reporting. Establish scalable procedures for takeoffs, job costing, and material tracking to support multi‑regional growth. Ensure departmental workflows align with company‑wide financial targets and operational strategies. Financial & Strategic Management Partner with Finance and Operations to analyze project profitability, identify cost drivers, and forecast trends. Oversee and maintain cost databases, labor rates, and material pricing for competitiveness and profitability. Develop interactive dashboards and automated reports using Excel, Power BI, or equivalent tools. Provide executive leadership with data‑driven insights on estimating performance, market pricing, and margin health. Track and report estimating KPIs, including bid‑to‑win ratio, estimate accuracy, and gross margin performance. Oversee and validate all estimates and takeoffs for siding, roofing, trim, gutters, and soffit/fascia. Ensure estimates are accurate, comprehensive, and compliant with company standards and building codes. Utilize STACK, advanced Excel modeling, and AI‑enhanced estimation tools to generate and refine cost projections. Review project scopes, inclusions, and exclusions to minimize risk and ensure clarity in proposals. Roofing & Exterior Expertise Provide leadership and technical oversight for roofing and exterior assemblies across multiple markets. Maintain advanced understanding of materials and assemblies, including James Hardie, LP SmartSide, vinyl, and fiber cement systems. Leverage light commercial estimating experience to manage diverse assemblies and finish details effectively. Collaborate closely with Sales, Operations, and Project Management to align on scope, pricing, and risk management. Serve as a technical and financial advisor during bid reviews, negotiations, and value engineering discussions. Build and maintain strong relationships with vendors, subcontractors, and trade partners to ensure competitive pricing. Continuous Improvement & Technology Integration Champion innovation within the estimating function through automation, AI integration, and predictive analytics. Drive adoption of emerging technologies for cost modeling, document management, and project forecasting. Stay current with new materials, installation methods, and construction tech platforms to enhance accuracy and efficiency. Lead ongoing training initiatives to strengthen team skills in STACK, Excel, and modern estimating technologies. Qualifications Education Bachelor's degree in Construction Management, Engineering, Finance, or related field (or equivalent experience). Experience 5-10 years of professional estimating experience, including at least 3 years in a leadership role overseeing multiple exterior trades. Demonstrated success building or refining estimating systems and processes at scale. Background in residential or light commercial construction with multi‑region estimating experience. Strong financial understanding of cost tracking, budgeting, and profitability analysis. Technical & Analytical Skills Advanced proficiency in STACK, Microsoft Excel (Power Query, Power Pivot, VBA), and data visualization tools (Power BI, Tableau, etc.). Familiarity with AI‑driven estimation tools, construction data platforms, and ERP/CRM integrations. Ability to develop and manage comprehensive cost databases and pricing frameworks. Strong analytical, organizational, and problem‑solving abilities with meticulous attention to detail. Leadership & Communication Proven ability to lead and develop estimators through coaching, accountability, and clear expectations. Excellent communication and presentation skills with the ability to align cross‑functional teams. Highly organized, proactive, and capable of managing multiple priorities in a fast‑paced environment. If you are a results‑oriented individual with a passion for accuracy and excellence in construction estimating, we encourage you to apply for the Construction Estimator position at Proformance Builder Solutions. Join our team and contribute to our mission of delivering superior roofing solutions to our clients. #J-18808-Ljbffr

Title: Director, Major Gifts (Fundraising for National Nonprofit) Competitive Pay and Benefits **Thank you for applying to this role! Due to the high volume of applicants, TPA does not accept phone calls to inquire about opportunities nor in person applications/resumes/etc. **We will not be accepting applications/candidate profiles or referrals submitted on behalf of Staffing and Temp Agencies for temp, contract, or direct hires for this role. TPA does not accept in person applications/resumes/etc. Please apply using our online system. Thank you! ** Amazing Opportunity for Professional, Polished, Hungry, Innovative, Fundraising Professional looking to have an immediate impact in under-served communities across the country. Must have demonstrated success the following: Fundraising Major gifts High Net Worth Individuals Donor Relations, Donor Engagement, Donor Retention Experience and expertise closing on $500,000K+ in revenue annually, through major gifts. Understanding of New York City philanthropy and its fundraising community; high net worth individuals, excitement around attending in-person meetings in New York City and other areas. -Commitment to Making a Difference in the lives of the Under-Served -Pitches/Decks/Creative Proposals -Excellent Communication and Leadership Skills -Revenue Generation -Securing 5-7 figure Cash Gifts -Portfolio Management and Growth -High Net Worth Individuals -Customizable Cause Marketing Looking for a seasoned and established metro NYC or Northern NJ based fundraiser with a verifiable and demonstrated record of success. The Director, Major Gifts is a pivotal role leading efforts to secure the resources that sustain and expand the organization's reach. Your mission will be to develop and execute a multi-year revenue strategy, growing our current annual revenue with a blend of traditional fundraising and innovative entrepreneurial opportunities. This position requires a strategic mind, a passion for relationship-building, and a deep commitment to equity in youth sports programming. From fostering relationships with major donors to orchestrating impactful events with your team, your work will directly fuel our ability to make a difference in families and communities nationwide. Create compelling funding opportunities and creative proposals aligning with the mission to drive revenue. Ensure that each proposal aligns with the priorities of donors and the organization while staying true to our mission. Identify potential prospects, develop annual and long-term fundraising strategies, and actively cultivate and steward funding relationships. Proficiently navigate funder meetings, acting as a fundraiser both independently and alongside leadership and other departments. Collaborate with the marketing and communications team to optimize corporate partnerships by implementing recognition and storytelling strategies. Cultivate an organizational culture that recognizes and values the importance and impact of corporate philanthropy. You will have: Understanding of and lived experience in New York City and with its fundraising community; excitement around attending in-person meetings in New York City and other area Demonstrated history of success in leading $500K+ dollar fundraising initiatives, including securing donations from individuals, high net worth individuals, corporations, or business partners. Minimum of 7 years of experience in progressively responsible development leadership positions, with demonstrated success in multiple aspects of fundraising including individual and corporate giving. At least 7 years of professional experience in relationship management, fundraising, and/or revenue generation; experience in either the private or nonprofit sector is valued, with cross-sector experience ideal. Successful history of cultivating, soliciting, and stewarding new donors through a moves management process including personally making the ask. Proven track record in leadership and strategy development. Ability to build strong relationships with diverse stakeholders, including major donors, boards, business partners, and colleagues. An inclusive leadership style, committed to fostering a culture where every team member feels valued and driven to contribute to our collective success. Particular strength in prospect research and leveraging relationships, special events, and software programs to develop a substantial donor prospect pipeline. Proven ability to build strong and effective relationships with a wide range of stakeholders in the community, at corporations, and within the organization. Understanding of and lived experience in New York City and with its fundraising community; excitement around attending in-person meetings in New York City and other area Bachelor's Degree Minimum of 7-10 years fundraising experience. Experience and expertise closing on $500K+ in revenue, through major gifts, individual giving, corporate sponsorships, annual fundraising campaigns. Ability to close virtual and face-to-face sales and sponsorships. Ability to think strategically and critically with proven ability to manage multiple projects with varying priorities at one time. Demonstrated professional and mature communications and interactions with staff, volunteers, sponsors, donors, and others to engage them toward the achievement of revenue goals. Excellent written and oral communication and follow-up skills. Effective presentation and engagement skills to cultivate a wide range of donors including.

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. You will be working alongside a team of talented colleagues from other markets, businesses and functions to take your career to the next level. 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 Six plus years of work experience in Private Banking or Financial Services. Bachelor's Degree required. Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date. Proven sales success and strong business acumen. Strong community presence with an established network. Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts. Focuses on the client experience and works tirelessly on the client's behalf. Preferred Qualifications, Capabilities, and Skills 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 J.P. Morgan Chase & Co. is an equal opportunity employer. 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. Benefits 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, including 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. #J-18808-Ljbffr