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  • Director, Digital Assets, Financial Crimes Models & Analytics

    Fidelity Investments 4.6company rating

    Jacksonville, FL jobs

    Job Description:Director, Digital Assets, Financial Crimes Models & AnalyticsThe Role We're seeking a Digital Assets Director to serve as a subject-matter expert and to lead the team directly/indirectly responsible for the development and maintenance of innovative cryptocurrency transaction monitoring and trade surveillance solutions. In this 100% crypto-focused role you will partner with Data Engineers, Data Scientists, Business Intelligence and Compliance professionals to oversee the buildout, management, and improvement of Fidelity's blockchain forensics and trade surveillance capabilities. The role will have broad exposure to senior leaders in Fidelity Digital Assets (‘FDA'), Legal, Risk and Compliance functions. You will partner with development teams to build out critical digital asset surveillance processes and be able to identify when a requirement isn't understood, or a process or control isn't sufficient. You will serve as an in-house crypto expert and thought leader, leveraging your expertise across all phases of the model development life cycle. Responsibilities of this role: Drive digital assets model development and enhancement initiatives. Support crypto related new business initiatives from a blockchain analytics and on-chain compliance perspective. Partner with Business Unit Technology functions to support development work relative to digital asset surveillance programs. Manage a small but growing team of digital asset/business intelligence professionals to execute on the Models & Analytics Team's strategic vision. Serve as a subject matter authority on blockchain forensics and cryptocurrency investigations, industry trends and standards. Manage digital asset vendor relationship(s), participate in annual vendor oversight responsibilities and influence product roadmaps to maximize value from the relationships. Maintain relationships with key stakeholders in the Financial Crimes Compliance team and those across Risk, Tech, and Business functions. Present to senior leaders on cryptocurrency compliance trends, risks and impacts to the Financial Crimes Compliance program. Support presentations to federal and state regulators on surveillance models and controls during annual exams and new product approval efforts. Continually increase your knowledge and understanding of the evolving digital asset landscape, always cognizant of technical and regulatory developments, and alert to emerging risks. Providing insight on all aspects of Fidelity's crypto operations Positioning the Financial Crimes Compliance program to continue to protect Fidelity Investments customers and brand for years to come The Expertise and Skills You Bring Prior AML/Fraud advisory, surveillance, or investigative experience. Prior financial crimes model development and/or maintenance experience. Deep knowledge of the digital asset ecosystem, including cryptocurrencies, stablecoins, decentralized finance (bridging/swapping/minting/burning), and more. Experience managing multiple initiatives simultaneously in addition to direct reports with their own projects. Experience with project planning, communicating with stakeholders, and monitoring and maintaining model performance. Prior experience managing a team of high performing individuals with diverse skill sets. Prior experience maintaining critical relationships with senior executives in Compliance, Tech, and Business functions. Personal experience trading cryptocurrencies, stablecoins and/or NFTs. Passion for cryptocurrencies and the broader crypto ecosystem in general. Prior experience supporting regulatory response efforts. Chainalysis Academy or Elliptic LEARN certifications a plus. FINRA Series 7, 63, 24 or 9/10 registrations a plus. Experience with blockchain analytics tools (e.g., Elliptic, Chainalysis, TRM Labs etc.) their various tool suites, and conducting crypto investigations using these products Knowledge of digital asset AML & fraud typologies such as peel chains, mixers/privacy wallets, pig butchering investment and romance scams, use of non-AML/KYC compliant services or dApps to obfuscate prior activity, and indirect exposure through VASP transactions and correspondent relationships Capable of deep-diving raw data to understand database and table structure, data location and potential data gaps (raw vs. front-end systems) while clearly articulating findings Able to navigate front-end systems and the databases where relevant crypto data is being stored communicating with technologists Excellent listening, communication (verbal and written), influencing, and presentation skills Knowledge/experience with Agile frameworks and methodologies a plus Passionate about crypto and its intersection with Financial Crimes Intellectually curious and an early adopter of new technology Very thorough with strong documentation skills Able to communicate and explain crypto concepts to non-technical audience Great demeanor, teammate, and effective contributor Strong interpersonal skills Note: Fidelity is not providing immigration sponsorship for this position The Team The Financial Crimes Models & Analytics Team is part of the Financial Crimes Compliance organization. The organization strives to protect Fidelity's businesses, clients, customers, and reputation by providing effective and timely analytical and investigative services, enabling us to provide the optimal balance of risk management and customer experience. Financial Crimes Models & Analytics is an agile development team supporting all phases of the software development life cycle. We're looking for curious individuals that love data, have a passion for technology and digital assets and thrive in a team-based culture. You will work with vast amounts of data across numerous Fidelity business lines. You'll have the opportunity to learn, test and implement new technologies supporting both existing and new Fidelity businesses. The Financial Crimes Models and Analytics Team within Fidelity Investments Financial Crimes Compliance group is responsible for the design, development and maintenance of the firms FCC detection and screening models. We partner with colleagues across Fidelity's Corporate Technology, Compliance, Investigations, Legal and Risk groups to build software, data science and analytics solutions that support the firms monitoring programs. The Analytics team supports Fidelity's Economic Sanctions, Negative Media, Customer Risk Rating, Insider Trading, Elder Financial Exploitation, Digital Assets, Low-Priced Securities, International Payments, surveillance, and screening programs. The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Business Analytics and Insights
    $110k-222k yearly 2d ago
  • Director, Architecture

    Fidelity Investments 4.6company rating

    Westlake, TX jobs

    Director, Data Architect Fidelity Workplace Investing (WI) is seeking an experienced data architect to support the Workplace Platforms product area. The ideal candidate will have a solid understanding of data architecture principles and data strategy development. In this role, you will be responsible for formulating and driving the data strategy to help drive modernization efforts from a data perspective. You will also be working across business units and enterprise technology teams partnering with business leaders, architecture, and engineering to influence our core and common strategy and deliver these data capabilities. The Expertise and Skills You Bring Education - BS or MS required Demonstrated technology and personal leadership experience in architecting, designing, and building highly scalable transactional, analytical, and/or reporting applications Ability to formulate data strategy, conceptual architecture and work with development teams to execute the strategy Expertise in data management standard methodologies such as data integration, data security, data warehousing, data analytics, metadata management and data quality Ability to evaluate, prototype and recommend emerging data technologies and platforms Demonstrated experience developing enterprise applications and data solution in the cloud - Azure/AWS Experience architecting large complex systems with large volume and high-performance requirements Strong understanding of Data Modeling concepts including 3rd normal form and dimensional modeling Expertise in relational database technologies such as Oracle and Snowflake; cloud native databases such as Yugabyte DB and Cockroach DB; and NoSQL databases such as Aerospike Expertise in programming languages such as SQL and Python, Java a plus ETL experience on-prem and the cloud, preferred Python, Informatica and Snaplogic Experience with data processing concepts such as Change Data Capture, Eventing, and Streaming technologies Analytical reporting experience, preferably Snowflake and PowerBI Understanding of cloud concepts, specifically resiliency, scalability, and performance from a data/database perspective The base salary range for this position is $126,000-255,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Information Technology
    $126k-255k yearly 1d ago
  • AFC Modelling - Data Scientist - Associate - Vice President

    Deutsche Bank 4.9company rating

    New York, NY jobs

    Job Title: AFC Modelling - Data Scientist Corporate Title: Associate - Vice President: All Roles to be Considered Deutsche Bank benefits from having a highly experienced and dedicated Anti Financial Crime (AFC) function, which performs a crucial role in keeping Deutsche Bank's business operations and global financial services clean from financial crime while serving the interests of the Bank and society. Our regional/global matrix structure allows for flexible responses to challenges in the core areas of: Anti-Money Laundering, Sanctions & Embargoes, Anti-Fraud, Bribery & Corruption, Investigations & Intelligence, Monitoring & Screening, and Risk Assessment. Our AFC Team will provide you with opportunities to learn, grow and define your career. We foster an open, diverse, and inclusive team culture, that is engaged and well-supported for prosperity and enjoyment of a life/work balance. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift and volunteer programs What You'll Do Drive model implementation (from prototype to production), following rigorous coding, testing, and documentation best practice Responsible for Driving and execution of the Anti-Money Laundering (AML) Transaction Monitoring Americas data strategy in line with the Global Data Strategy/Framework Develop and evolve platform reporting statistics/data to monitor ongoing model success; perform 'deep dives' to interpret data quality issues, identify remediation and track to resolution Represent the group in various data governance forums, and clearly communicate data related issues and potential resolution paths Work with Business (1LOD) to understand the products being offered and define specifications/red flags for Transaction Monitoring models Review and address open AML TM findings in a timely fashion, work in partnership with AFC stakeholders to develop and drive initiatives that transform and modernize the capabilities and services of Monitoring within the AFC function How You'll Lead Establish a clear vision and goals for the team, Inspire the team to perform well and achieve business goals; provide guidance and instruction to the team, and coach them as needed. Oversee daily activities and progress towards goals, and ensure the team is adequately equipped to perform their duties. Prioritize tasks and allocating tasks to the team accordingly. The role will be collaborating across multiple teams within the M&S (Monitoring & Screening) function. Skills You'll Need Bachelor's/Master's degree in Computer Science, Data Science, Management Information System (MIS), Information Management, or equivalent Previous relevant experience conducting data science or Model Development in a business setting coupled with excellent programming skills, predominantly across the Python/Anaconda suite (Scikit-learn, Pandas, Numpy) Experience in Financial Crimes space with expertise in AML Transaction Monitoring and Advisory, with a deep understanding of transaction monitoring data for various lines of businesses, AML red flags, and AML typologies. Proficient in Financial Crime Compliance covering multiple product lines, such as Correspondent Banking, Private Banking, Wealth Management, Brokerage, Trade, and Asset Management. Demonstrated experience in Relational databases, Structured Query Language (SQL), Big Data Hadoop, Hive Query Language (HQL), Data visualization tools. Skills That Will Help You Excel Flexible and able to adapt to urgent deliverable timelines A positive outlook in a goal-oriented organization Able to demonstrate excellent analytical, judgment, and research skills Meticulous with a strong attention to detail and the ability to multitask Able to interpret complex requirements and work proactively with stakeholders in different organizational units Expectations It is the Bank's expectation that employees hired into this role will work in the New York City office in accordance with the Bank's hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York City is $110,000 to 230,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
    $110k-230k yearly 4d ago
  • Vice President - Cybersecurity Incident Response Team Lead

    CrÉDit Agricole CIB 4.9company rating

    New York, NY jobs

    The Cybersecurity Incident Response Team Lead is a leadership role responsible for leading and enhancing the bank's Security Operations strategy. The Cybersecurity Incident Response Lead will oversee the incident response and threat intelligence programs to safeguard critical assets and data. The ideal candidate will combine technical expertise, operational efficiency, and a strategic mindset to mitigate risks and ensure compliance with regulatory requirements. This role requires exceptional leadership, technical skills, and communication skills to drive cross-functional collaboration and instill a culture of security across the organization. Key Responsibilities Strategic Leadership Develop and execute a comprehensive security operations strategy aligned with the bank's risk appetite and business objectives. Provide thought leadership on emerging cyber risks and recommend proactive measures to mitigate them. Serve as a trusted advisor to executive leadership, management committees, and the board on cyber risk issues. Define, maintain, and report operational metrics to evaluate Security Operations program performance, effectiveness, and adherence with organizational and regulatory requirements. Incident Response and Crisis Management Direct and manage Americas Cyber Security Incident Response Team (CSIRT) to ensure timely monitoring, detection, and response to threats. Lead the development and execution of the bank's incident response plan and associated playbooks Coordinate responses to security incidents, ensuring minimal impact and quick recovery. Establish and maintain a threat intelligence program to proactively identify and respond to emerging threats. Process and Technology Optimization Evaluate, implement, and optimize security processes and technologies to enhance detection and response capabilities. Collaborate with IT and engineering teams to integrate security into systems and processes. Stay updated on emerging technologies and recommend solutions to address evolving threats. Regulatory Compliance and Audit Readiness Ensure adherence to cyber risk management regulations, including FFIEC and other applicable laws. Represent the bank during regulatory examinations, audits, and executive presentations on cyber risk topics. Maintain thorough documentation to demonstrate adherence to policies and standards. Team Leadership and Development Build and mentor a high-performing security operations team. Provide training and development opportunities to ensure team members stay current in the field. Foster a culture of accountability, collaboration, and continuous improvement Core Competencies Ability to work at both a strategic and tactical level, focusing on the broader picture while driving execution. Ability to manage multiple initiatives simultaneously, determine prioritization, and work under minimal supervision. Awareness of latest Information Security risks. Comfort working in a highly global, diverse, and hybrid (office and virtual) work environment. Strong technology, information security, and investigation skills. Strong communication and documentation skills. Knowledge of business, regulatory, and compliance requirements in the financial services industry Qualifications/Education Required: Bachelor's degree in Cybersecurity, Information Technology, Business Administration, or a related field. Advanced degree (MBA, MS) is strongly preferred. Relevant industry certifications (CISSP, CISM, GIAC) are strongly preferred. Experience Required: Minimum 10+ years of experience in information security or related field. At least 3 years of experience in a senior leadership role within the banking or financial services industry strongly preferred Competencies Required: Incident Management: Ability to analyze, prioritize, and manage security incidents effectively. Strategic Thinking: Ability to align cyber risk initiatives with business objectives Communication and Documentation: Strong ensure thorough documentation and clear communications over security operations activities. Leadership and Team Management: Proven track record of building and leading high performing teams Industry Thought Leadership: Recognized as a subject matter expert in the cybersecurity or risk management space Regulatory Compliance: Expertise in navigating banking regulations Skills & Knowledge Requirements: Technical Knowledge: Strong knowledge with information security technologies such as SIEM, SOAR, EDR, NDR, etc. Investigations: Strong knowledge with leading security investigations. Cybersecurity Frameworks: Deep understanding of frameworks such as NIST Cybersecurity Framework Policy and Procedure Development: Proficiency in drafting and enforcing policies, procedures, and playbooks.
    $158k-219k yearly est. 4d ago
  • VP, Senior Wealth Consultant - Ultra High Net Worth

    Charles Schwab 4.8company rating

    Vienna, VA jobs

    Regular Your opportunity *In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities* Candidate must reside or be willing to relocate to Bethesda, MD or Tyson's Corner, VA At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum of investment needs to help clients manage large and complex portfolios. Supporting our clients' wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs. Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs Retain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scores Partner with wealth specialists to offer solutions including banking, lending and trust Take an in-depth consultative approach to analyze, assess and find appropriate solutions to meet client needs based on the breadth of Schwab's Wealth Management offer Develop a customized financial strategy for prospects and existing clients Demonstrate a thorough understanding around how to assess suitability and recommend appropriate retirement income advice and distribution process for clients living in retirement Demonstrate proficiency in deepening relationships with clients, from engagement and discovery to gaining commitment and ongoing service. What you are good at: Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives Demonstrates a bias for action and a commitment to achieving sustainable results Able to listen to client's needs and make decisions/take actions that help clients achieve their long-term goals Knows how to follow the proper risk, supervision and controls guidelines to deliver the best outcomes for clients. Exhibits strong culture of compliance, adherence to policy and Schwab's high standards Demonstrates good judgment in selecting methods and approaches for finding appropriate solutions for clients Able to adjust style of communication to best connect with others Demonstrates and encourages collaboration and teamwork cross functionally and within his/her team Demonstrates personal resilience and a commitment to continually learn Able to remain positive and focused during times of pressure, adversity, or change Actively engages and helps others succeed Understands life event triggers for clients and leverages this ability to consolidate and retain assets; proven ability to probe clients for life event triggers and provide financial advice accordingly Flexible in changing environmental, economic, and client need scenarios; proven experience demonstrating the ability to lead change within self and others positively What you have To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Preferred Qualifications Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP highly preferred Bachelor's degree highly preferred Required Qualifications Active & valid FINRA Series 7 license Active & valid FINRA Series 66 (63/65) license Active & valid Life & Health insurance 7+ years financial services industry experience 2+ years Ultra- HNW client experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $149k-236k yearly est. 1d ago
  • Director of Product Management

    Goodleap 4.6company rating

    Fremont, CA jobs

    Director of Product, Fraud and Risk GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. We're looking for a Director of Product to lead the fraud and risk function for our consumer products. This is a high-impact IC role today, responsible for architecting the systems, controls, and decisioning that protect our credit products, consumer payments, and homeowner experiences while maintaining a seamless, high-conversion user journey. You'll own the strategy and the execution, bringing clarity to complex fraud and risk challenges. You'll align partners around the right signals and defenses, and personally driving the roadmap that materially reduces losses. As the business grows, this function will expand, and this leader will play a critical role in shaping how the team and capabilities scale. The ideal candidate brings systems-level thinking, hands-on rigor, and the ability to operate at director-level altitude while still executing with precision in a fast-moving fintech environment. Essential Job Duties & Responsibilities: Set and drive the end-to-end fraud and risk product strategy across credit products, consumer payments, and the homeowner app, delivering strong protection without compromising experience. Own the roadmap for fraud detection and risk scoring systems, and partner closely with Engineering and Data Science to advance models, rules, and real-time defenses. Partner with Security to strengthen identity and account integrity, shaping product-side risk controls (KYC/KYB, device intelligence, behavioral signals) that mitigate synthetic IDs, ATO, and mule activity. Lead the strategy to prevent fraud-driven disputes and chargebacks by strengthening upstream controls, improving decisioning logic, and reducing opportunities for abuse before they reach Operations. Analyze fraud patterns, model performance, losses, and false positives, and make sharp, data-driven decisions that reduce fraud while preserving customer experience. Manage key vendor relationships and evaluate new technologies, signals, and platforms that can strengthen our fraud and risk defenses. Collaborate with Compliance and Legal to ensure fraud and risk systems meet regulatory requirements and are audit-ready. Communicate risks, trends, and mitigation plans to senior leadership with clarity, urgency, and high signal. Required Skills, Knowledge & Abilities: 10+ years of fraud, risk, identity, or trust & safety product experience in fintech, banking, lending, payments, or consumer finance. Proven success designing fraud/risk systems, working with DS/ML teams, and shipping high-impact risk products at scale. Deep understanding of fraud vectors (ATO, synthetic identities, mule accounts, friendly fraud, credit abuse, chargebacks). Experience with KYC/AML, sanctions, adverse media, dispute regulations, and compliance alignment. Strong analytical abilities, fluent with metrics, funnels, decision trees, and interpreting model outputs. Ability to lead teams, influence senior stakeholders, and make crisp tradeoffs between risk mitigation and growth. High-signal communication: clear, structured, authoritative. $230,000 - $260,000 a year In addition to the above salary, this role may be eligible for a bonus and equity.
    $230k-260k yearly 4d ago
  • Director of Product Management

    Goodleap 4.6company rating

    San Jose, CA jobs

    Director of Product, Fraud and Risk GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. We're looking for a Director of Product to lead the fraud and risk function for our consumer products. This is a high-impact IC role today, responsible for architecting the systems, controls, and decisioning that protect our credit products, consumer payments, and homeowner experiences while maintaining a seamless, high-conversion user journey. You'll own the strategy and the execution, bringing clarity to complex fraud and risk challenges. You'll align partners around the right signals and defenses, and personally driving the roadmap that materially reduces losses. As the business grows, this function will expand, and this leader will play a critical role in shaping how the team and capabilities scale. The ideal candidate brings systems-level thinking, hands-on rigor, and the ability to operate at director-level altitude while still executing with precision in a fast-moving fintech environment. Essential Job Duties & Responsibilities: Set and drive the end-to-end fraud and risk product strategy across credit products, consumer payments, and the homeowner app, delivering strong protection without compromising experience. Own the roadmap for fraud detection and risk scoring systems, and partner closely with Engineering and Data Science to advance models, rules, and real-time defenses. Partner with Security to strengthen identity and account integrity, shaping product-side risk controls (KYC/KYB, device intelligence, behavioral signals) that mitigate synthetic IDs, ATO, and mule activity. Lead the strategy to prevent fraud-driven disputes and chargebacks by strengthening upstream controls, improving decisioning logic, and reducing opportunities for abuse before they reach Operations. Analyze fraud patterns, model performance, losses, and false positives, and make sharp, data-driven decisions that reduce fraud while preserving customer experience. Manage key vendor relationships and evaluate new technologies, signals, and platforms that can strengthen our fraud and risk defenses. Collaborate with Compliance and Legal to ensure fraud and risk systems meet regulatory requirements and are audit-ready. Communicate risks, trends, and mitigation plans to senior leadership with clarity, urgency, and high signal. Required Skills, Knowledge & Abilities: 10+ years of fraud, risk, identity, or trust & safety product experience in fintech, banking, lending, payments, or consumer finance. Proven success designing fraud/risk systems, working with DS/ML teams, and shipping high-impact risk products at scale. Deep understanding of fraud vectors (ATO, synthetic identities, mule accounts, friendly fraud, credit abuse, chargebacks). Experience with KYC/AML, sanctions, adverse media, dispute regulations, and compliance alignment. Strong analytical abilities, fluent with metrics, funnels, decision trees, and interpreting model outputs. Ability to lead teams, influence senior stakeholders, and make crisp tradeoffs between risk mitigation and growth. High-signal communication: clear, structured, authoritative. $230,000 - $260,000 a year In addition to the above salary, this role may be eligible for a bonus and equity.
    $230k-260k yearly 4d ago
  • COO (with potential track to CEO)

    Champlain National Bank 4.0company rating

    Plattsburgh, NY jobs

    The Chief Operating Officer (COO) oversees business operations and is responsible for the development, recommendation, implementation, and promotion of policies, procedures, programs and projects involving operations, as well as leading and managing a comprehensive array of the banks business units and special projects, while promoting service excellence and improving organizational efficiencies. The Chief Operations Officer (COO) is responsible for the management and oversight of the daily operations of the bank, including back-office operations, including Information Technology/Security, Retail Operations, Electronic File Transfer (EFT), Deposit & Loan Services, Audit & Compliance departments. The COO is also appointed as the Information Security Officer, Business Continuity Coordinator and heads the Information Technology Steering Committee. The COO must be customer-oriented, have strong leadership skills and possess the ability to guide and inspire outstanding performance. This position will be a part of an executive team and will be responsible for contributing to the development, implementation and administration of the bank's strategic goals and objectives. The Chief Operations Officer serves as a key customer in developing strategic initiatives and accountability to assure sound bank growth. The goal of the COO is to secure the functionality of business to drive extensive and sustainable growth efficiently. Reporting directly to the CEO and attending meetings with the Board of Directors and Committees, as assigned by the CEO, the ideal candidate will be collaborative, have a high level of professionalism, excellent verbal and written communication capabilities, and great project management skills. The successful candidate will be able to translate our vision of increased reach, impact, and community development leadership into meaningful and measurable actions. Through ownership, collaboration and innovation, and guided by our mission, the COO provides leadership, management, and vision necessary to ensure the organization has proper operational controls and people systems in place to ensure operational efficiency. REQUIRED SKILLS & ABILITIES â–ª An energetic, forward-thinking and creative leader with the ability to drive innovation, specifically regarding service technology, in customer delivery in the areas of sales and service. A decisive individual who possesses a strategic focus, as well as an operational and detail-oriented perspective. Qualified candidates must be able to use a collaborative management style that promotes effective communication and teamwork. â–ª Must collaborate with the Senior Leadership team to develop and implement plans for the operational infrastructure of systems, processes, and personnel designed to accommodate the strategic objectives of the organization. The COO will ensure the delivery of the bank's service culture through the branches, community education, customer development and be directly responsible for the sales cycle. â–ª Solid focus on understanding our customers; the knowledge, skills and ability to seize market-driven opportunity, master change and foster staff development through, mentoring, coaching, and modeling of the bank's core values. â–ª The candidate will manage departments and programs to minimize risk to the organization and maximize staff efficiency through use of technology. â–ª The COO will ensure each department's operational excellence and maintain the highest level of customer service resulting in a memorable customer experience. â–ª Demonstrated knowledge of principles of management and administration. â–ª Proven leadership ability with strong personnel development experience. â–ª Demonstrated background leading and managing critical projects. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. â–ª Evaluates key operational metrics; determines potential cost efficiencies, program improvement, or policy change. â–ª Establishes collaborative relationships with suppliers/vendors and pursue low costs through diverse sourcing. â–ª Supports senior management with business strategies, offering insights, and contributing to key decisions. â–ª Assists with identifying opportunities and assessing strategic and financial merits and risks. â–ª Establishes operational priorities and helps to create the vision and buy-in that will facilitate implementation and ensure development of a service- and performance-oriented culture that drives continuous improvement to achieve best practices. â–ª Anticipates opportunities by remaining actively informed regarding new developments and innovative and economical solutions to complex business challenges. â–ª Manages performance activities, including consumer-wide reporting, new business development assessment, and profitability maximization. â–ª Analyzes financial and operational performance metrics to identify areas for improvement. â–ª Develop and implement strategies to enhance the company's profitability and liquidity profile. â–ª Collaborates with applicable divisions to ensure banking operations are aligned with corporate goals. â–ª Foster strong relationships with key stakeholders to support business objectives. â–ª Promote effective and productive relationships between cross-functional and cross-organizational work teams. â–ª Keep HR informed about strategic business plan initiatives that require HR support. â–ª Ensures strategies, change initiatives, and competitive information are communicated in clear and compelling ways. Listens to, leverages, and promotes the diverse ideas, perspectives, and contributions of others across the business. â–ª Lead change management efforts to ensure smooth transitions and adoption of new processes and systems â–ª Management, oversight and negotiation of annual umbrella insurance policies and renewals. â–ª Design, plan and implement business strategies, plans and procedures. â–ª Identify, strategize, develop, and drive initiatives to enhance competitiveness and improve efficiencies. â–ª Cultivate a culture, which aligns with both the strategic and operational plans and objectives of the Bank. â–ª Monitor and evaluate the overall effectiveness of the operations functions; identify specific problems and trends and apply appropriate training or corrective strategies. â–ª Align overall business strategy with innovative thinking, identify trends and business opportunities within the market, and seek input from stakeholders at different levels to identify areas of innovation and growth. â–ª Provide support for implementing strategic initiatives, recommendations for relevant capital expenditures, analyzing financial impacts. â–ª Set comprehensive goals for measuring success. â–ª Maintain an in-depth knowledge of all products, services, equipment, internal controls and policy and procedures. â–ª Ensure compliance with all relevant regulatory requirements and conformance with policy. â–ª Administer policies and procedures and ensure compliance with applicable laws and regulations. â–ª Provide support and assistance with research for departments as needed. â–ª Review and provide guidance, coaching and education based on the results of independent control assessments, audits and exams. Prepare and provide requested documents for audits or examinations when requested. â–ª Consistently promotes the bank's core values and maintains positive relationships with all stakeholders (Employees, Board of Directors, Customers) â–ª Annually participate in budgeting process for area(s) of responsibility. â–ª Responsible for all bank facilities (leased or owned). â–ª Completes any assigned training in a timely manner. OTHER DUTIES The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. â–ª Bachelor's degree (B.A./B.S.) or in Business, Management, or related discipline; Master's degree preferred. â–ª Six to eight years related experience; three to five years in senior management, preferably in the banking industry. â–ª An equivalent combination of education and experience may be accepted as a satisfactory substitute for the specific education and experience listed above. â–ª Advanced knowledge of operations, compliance, regulations, policies, procedures and processes. â–ª Experience in developing leaders and developing strategic plans for growth. â–ª Ability to motivate and lead a team, coordinate internal and external resources and achieve measurable results against goals. â–ª All officers will be expected to demonstrate excellent interpersonal skills and a commitment to high quality personal service to our customers and to other departments and employees within the bank. All officers should have good communication skills and be willing to pursue appropriate continuing education. â–ª Outstanding organizational and time management skills. â–ª Adaptive thinking and a strong, critical mindset; ability to think strategically regarding all bank operations. â–ª Strong business acumen and presentation skills; effective communication skills, with the ability to present complex financial information to stakeholders. â–ª Highly proficient at project planning, budgeting, and oversight. â–ª Forward-thinking and adaptable to dynamic situations. â–ª Detail-oriented with a high level of accuracy. â–ª Excellent analytical and problem-solving skills. â–ª Advanced Microsoft Office skills â–ª Exhibits Champlain National Bank core values.
    $134k-168k yearly est. 5d ago
  • Director, Technology Program Management Office at LevelField Bank

    Levelfield Bank 3.7company rating

    Houston, TX jobs

    Redefine Banking with Us: LevelField Bank, upon completion of the forthcoming acquisition of Burling Bank, will be an FDIC-insured community bank dedicated to transforming the financial landscape by prioritizing innovation and embracing new products and services. We aim to differentiate ourselves by serving consumers nationwide, targeting underbanked commercial markets, including business involved in the fast-evolving world of digital assets (cryptocurrency), and by operating a true real-time 24x7 bank. Considerable growth is on the horizon, and we're ready for the challenge. Building an industry-leading company is no small feat, but we're driven by a positive, ambitious energy. With a seasoned leadership team and the stability of a regulated financial institution, we're creating a workplace that's both dynamic and rewarding. Our executive leaders each bring over thirty years of experience from the most competitive corners of the financial sector-yet they approach each day with the enthusiasm of fresh talent. If you are passionate about creating a fantastic environment and eager to join a growing organization, this is your opportunity to make an impact. Your Role: As the Director of the Technology Program Management Office (PMO), you will establish and lead the function responsible for ensuring disciplined execution, financial transparency, and strategic alignment across the bank's technology portfolio. Reporting to the Chief Technology Officer, you will play a key role in managing the financial and governance structures that support the delivery of new and improved products and tools to the bank's customers and employees. This role combines financial stewardship with delivery excellence-ensuring the bank's technology investments are well-governed, cost-effective, and aligned with long-term business goals. Location: This is a fully on-site position in Houston, TX. The role depends on close collaboration with business and technology partners, which is best achieved through in-person engagement. Key Responsibilities: Champion our brand: Embody LevelField's innovative culture, fostering trust and enthusiasm for our cutting-edge banking solutions. Build and lead the Technology PMO: Establish the Technology PMO as a center of excellence for program governance, financial management, and delivery standards. Oversee the technology portfolio: Oversee the full lifecycle of the technology investment portfolio-from planning and prioritization through execution, tracking, and benefits realization. Enforce financial discipline: Establish and maintain budgetary controls to ensure alignment of expenditures with approved plans; monitor variances, forecast trends, and highlight drift to executive leadership. Provide transparent reporting: Deliver regular, accurate reporting on program performance, cost, risk, and schedule across all technology initiatives. Cultivate a high-performance ethos: Promote accountability, rigor, and continuous improvement among project and program managers across the technology organization. Additional Responsibilities: Stay ahead of trends: Maintain awareness of the broader context and implications of the various types of risk affecting the business. Work collaboratively: Collaborate with the team to continuously improve the department and the bank. Think like an owner: Contribute ideas to improve processes, enhance customer experiences, and drive the bank's growth. Perform other related duties as needed: Support additional initiatives or responsibilities consistent with the scope and purpose of the role. About You 7+ years of progressive experience in technology program management, including leadership of enterprise-scale portfolios. Deep experience leading program or portfolio management functions within a technology or financial-services environment. A strong command of technology budgeting and financial management-able to reconcile plans, forecasts, and actuals, and communicate implications clearly to senior leadership. Excellent communication and influencing skills, with a reputation for clarity, integrity, and follow-through. Strategic judgment to focus on outcomes and business value, not just process. Familiarity with regulatory and risk considerations relevant to technology management in a financial institution. What Success Looks Like Within your first year, the Technology PMO has become a trusted source of truth for portfolio delivery and the financial performance of technology projects. Budgets are transparent and predictable; executives have clear visibility into where technology dollars are going and what they are producing. Programs are initiated with clear business cases, governed through consistent standards, and executed with measurable accountability. The technology organization operates with a rhythm of planning, delivery, and review that aligns execution with strategy-and the broader bank recognizes the PMO as an essential enabler of disciplined innovation. Why Join LevelField Bank? Be a pioneer: Join a forward-thinking bank at the forefront of digital asset integration, with opportunities to shape the future of finance. Growth opportunities: As an early team member, you'll have significant potential for career advancement in a rapidly growing organization. Vibrant culture: Thrive in a collaborative, innovative workplace that values your contributions and celebrates success. Competitive compensation: Enjoy a base salary of $105,000-$145,000, discretionary bonuses, stock options, 401(k), medical insurance, and additional benefits. This description outlines the general nature of the role and is not an exhaustive list of duties or requirements. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees for this role. LevelField Financial and LevelField Bank are equal opportunity employers.
    $105k-145k yearly 5d ago
  • Crisis & Incident Management Lead - Operational Resilience - Vice President

    CrÉDit Agricole CIB 4.9company rating

    New York, NY jobs

    The VP, Crisis & Incident Management Lead is responsible for the strategic leadership and operational execution of the Bank's crisis and incident management program across the Americas. As part of the Operational Resilience team, this individual will ensure that the bank can effectively prepare for, respond to, and recover from a broad range of disruption scenarios, including: Technology and cyber incidents Third-party or supply chain failures Natural disasters (e.g., hurricanes, earthquakes, wildfires) Manmade disruptions (e.g., civil unrest, mass transit outages, workplace violence) Geopolitical events (e.g., war, political instability, sanctions-triggered disruptions) Pandemic or public health crises Infrastructure outages (e.g., power, telecommunications, water supply) The role will build a resilient culture through a proactive, risk-informed approach that integrates cross-functional crisis response, regulatory compliance, real-time command and control, and continuous improvement. The VP will serve as a senior escalation point for major incidents, lead the regional crisis response for significant incidents, and escalate where needed to the firmwide crisis governance forums. The role reports directly to the Head of Resilience Management for the Americas and works closely with stakeholders across Technology, Risk, Cybersecurity, Legal, Communications, and Regulatory Affairs to embed a culture of resilience and readiness. Key Responsibilities Strategic Leadership Develop and lead a crisis and incident management strategy aligned to the bank's operational resilience framework and key business services. Translate regulatory expectations (e.g., FFIEC, DORA, OCC, PRA) into actionable, risk-informed response strategies. Establish and manage governance forums and escalation protocols for crisis and incident oversight. Support the definition and testing of impact tolerances and maximum tolerable downtimes (MTD/MTLD) in partnership with Operational Resiliency Testing Lead, Business, and Technology stakeholders. Incident Response and Crisis Management Act as the lead coordinator during regional crises, ensuring structured, timely, and effective command, control, and communications. Maintain and continuously improve incident response plans, escalation playbooks, crisis decision trees, and communication protocols. Ensure that major incidents-including those involving third parties and cyber events-are managed in line with regulatory requirements. Integrate internal communications tools and channels into a unified communications strategy. Maintain and operate an auditable major incident log, with clear decision documentation, timelines, and actions taken. Process and Technology Optimization Drive optimization of incident response processes using data analytics, metrics and automation opportunities. Ensure response tooling (e.g., incident management platforms, emergency notifications) is current, well-trained on, and continuously improved. Partner with Cyber, Technology, and Ops teams to align response processes and eliminate gaps in cross-domain coordination. Regulatory Compliance and Audit Readiness Ensure full compliance with FFIEC, DORA, OCC, PRA Lead regulatory and internal/external audit preparation, ensuring crisis and incident management capabilities are evidenced through documentation, logs, post-incident reviews, and impact tolerance testing results. Integrate third-party and cyber risk response coordination into incident response playbooks, ensuring vendor engagement and joint response capabilities are embedded and tested. Conduct formal Root Cause Analysis (RCA) and post-incident reviews, identifying systemic issues and implementing corrective actions. Team Leadership and Development Lead and mentor a high-performing team of crisis and incident managers, driving a culture of excellence, continuous learning, and cross-functional collaboration. Develop training programs for crisis response teams and executive stakeholders, including annual crisis simulations, tabletop exercises, and cross-jurisdictional response testing. Support team growth, succession planning, and skills development to future-proof the bank's resilience capabilities. Core Competencies Crisis Leadership Demonstrated ability to lead complex incident response efforts across business, technology, cyber, and third-party domains. Ability to manage multiple initiatives simultaneously, determine prioritization, and work under minimal supervision. Strategic Vision Ability to define and execute crisis and incident management programs aligned with regulatory and business objectives. Ability to work at both a strategic and tactical level, focusing on the broader picture while driving execution. Regulatory Acumen Deep understanding of financial compliance requirements and regulatory frameworks, including FFIEC, DORA, PRA and OCC. Operational Discipline Skilled in developing response processes that are scalable, measurable, and auditable. Influence & Communication Strong ability to engage and influence executive leadership and cross-functional teams under pressure. Continuous Improvement Embeds lessons learned, metrics, and feedback loops into the resilience lifecycle. Soft Skills & Leadership Strong leadership and project management skills. Excellent communication and stakeholder management skills, with the ability to influence technical and non-technical teams. Analytical mindset with a proactive approach to problem-solving and risk mitigation. Ability to thrive in a fast-paced, high-stakes environment with competing priorities Comfortable working in a highly global, diverse, and hybrid (office and virtual) work environment Strong communication and documentation skills. Experience Essential Minimum 10+ years of experience in crisis/incident management, operational resilience, or business continuity. Experience leading cross-border incident response and regulatory engagement Experience Desirable At least 3 years of experience in a senior leadership role within the banking or financial services industry. Education Essential Bachelor's degree in Risk Management, Information Technology, Business Continuity, or a related field. Education Desirable Advanced degree (MBA, MS) is strongly preferred. Relevant industry certifications (CBCP, MBCI, CRISC, CISM, ITIL, or Certified Incident Manager) are strongly preferred. Required Skills Technical Knowledge: Strong knowledge with incident management technologies such as notification tools, risk intelligence and analysis, etc. Incident Management Frameworks: Deep understanding of frameworks such as NIST, FFIEC, DORA, PRA, OCC, etc. Policy and Procedure Development: Proficiency in drafting and enforcing policies, procedures, and playbooks. Desired Skills Automation and AI-based incident response triggers Advanced dashboarding and incident trend analysis
    $148k-201k yearly est. 4d ago
  • Director of Land-Use Planning & Permitting

    Concord Crest Real Estate 4.5company rating

    Miami, FL jobs

    Concord Crest Real Estate is a real estate land-use advisory, entitlement and permit expediting consulting company based in Miami, Florida. Concord Crest Real Estate is a partnership between national real estate investment and development firm, Concord Wilshire, and Crest Real Estate, the top land-use advisory and permit expediting firm in Greater Los Angeles. Collectively, with over 50 years of experience and more than $22 billion in developed and acquired assets, Concord Crest provides fee-based real estate land-use advisory, entitlement and permit expediting services to developers, lenders, investors and property owners. Utilizing backgrounds in real estate development, architecture, engineering, and urban planning, Concord Crest provides real estate land-use services for all types of real estate development from Palm Beach to Miami Beach, including single-family dwellings, multi-family, commercial offices, retail, and hospitality. Summary: Concord Crest is seeking a full-time, experienced Director of Land-Use Planning with a minimum of 6 years of experience in Miami, Broward, and Palm Beach Counties. Offering competitive salaries, comprehensive health benefits, and bonuses, Concord Crest provides a dynamic work environment for real estate professionals who can manage and execute projects with minimal supervision. Job Responsibilities: Hybrid role - Miami office Ensuring project designs and developments are compliant with South Florida city and county codes Zoning and Building code research and evaluation; permit expediting; preparation of case filings, including findings; project strategy leadership; public hearing presentations and neighbor coordination. Client and Municipality relationship management Managing a team of Permit Expeditors and Plan Check Project Managers Directing the development of projects, including: obtaining project entitlements and CUP's; preparing project development budgets, schedules, and contracts; selecting and directing project teams, including the design and engineering; negotiating agency development agreements and ensuring compliance with terms; and preparing timely reports to owners and investors to ensure a successful completion of the project to meet financial and schedule objectives. Developing partnership arrangements between municipal agencies, stakeholders, tenants, and landowners by representing the Company's interests in forging these partnerships and negotiating the essential agreements using Company policy and guidelines, and conducting the necessary presentations and meetings with municipal agencies, including planning commissions, public hearings, neighborhood groups, and civic organizations to obtain support for the projects. Overseeing the preparation of Environmental Impact Reports and presentations to city review boards and city councils. Selecting the most effective project team (architects, structural and MEP engineers, FLS consultant, communications consultant, etc., if and when required), directing the design development and coordination of the consultants at the appropriate phases, and ensuring that the design intent meets the project's financial, leasing, and operational objectives. Researching new and updated municipal programs and regulations as it relates to the development project; review of development proposals and site plans for conformance with codes, plans, and regulations; collect, collate, and prepare reports on development projects, including land use, census information, tax base data, comp set data, and occupancy rates; evaluating re-zoning, ordinance amendments, site plans, special use permits, variances and other land-use submittals for developments; liaison between Company and community groups, government agencies, HOAs and elected officials; coordinate and oversee community review of public and private development projects; provides information to the public regarding developments. Ensuring the project schedule is met. Creating and updating the development analyses. Preparing reports (narratives, updates, and comments on the development and financial status of the development) for Company review, and conducting presentations of projects for the Company. Qualifications: Bachelor's or Master's degree in Urban Planning, Civil Engineering, Architecture, or related field. Land-use and permit expediting experience working on discretionary entitlements for 6 years each Knowledge of Miami-Dade, Broward, and Palm Beach building codes and permitting process - experience of 2 years each. Extensive client contacts and relationships with local and national architects, developers, land use attorneys, engineers, planners, and/or land owners, as well as local jurisdictional staff. Experienced in due diligence matters in acquisition and development, including physical review, surveys, site plans, architectural drawings, and zoning ordinance review. Experienced in predevelopment efforts, including zoning approvals, plat map preparation oversight, approvals, and schedules. Knowledge of the principles and practices of urban planning, research, and data collection Excellent ability to communicate with any number of municipal departments, government agencies, and the general public. Creative problem-solving skills to research, analyze, and solve. Ability to multitask and manage/lead a team. Highly motivated, organized, diligent, detail-oriented, and hard-working leader. Benefits: Health and Vision 401(k) PTO Compensation: $130,000-160,000 per year (DOE)
    $130k-160k yearly 2d ago
  • Director, Legal Partner for Product & Business Core

    Capital One National Association 4.7company rating

    McLean, VA jobs

    A leading financial institution in McLean, Virginia, seeks a Director, Assistant General Counsel to provide strategic legal guidance to its Business Core team. The ideal candidate will have significant experience in small business and commercial law, as well as a Juris Doctor degree. This hybrid role offers a competitive salary range of $226,000 - $257,900 annually and incentives based on performance. #J-18808-Ljbffr
    $226k-257.9k yearly 2d ago
  • Director, Channel Strategy and Performance

    USAA 4.7company rating

    Colorado Springs, CO jobs

    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 Our Director, Channel Strategy and Performance is responsible for leading the strategy, execution and optimization of our owned marketing channels-including email, direct mail, and on-site placements. This role will be responsible for driving performance across these critical touchpoints, leveraging advanced Customer Data Platform (CDP) capabilities and omni-channel orchestration to deliver personalized, relevant, and measurable member experiences. The Director will also be responsible for monitoring channel performance, identifying areas for improvement, and implementing data-driven strategies to achieve and exceed targets. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Accountable for leading end-to-end strategy and performance of Bank's owned marketing channels (email, direct mail, on-site), driving rigorous test-and-learn programs, applying data-driven insights to continuously improve channel performance. Designs and implements a trigger-based marketing execution strategy, ensuring timely, event-driven, and highly personalized member interactions. Spearhead the strategic use of Customer Data Platform (CDP) and Salesforce capabilities to design and activate audience targeting, segmentation, and personalized experiences, ensuring data-driven decision-making and measurable impact. Accountable for the successful execution of audience targeting initiatives, guiding cross-functional teams through change management processes to embed new capabilities. Partners cross-functionally with analytics, product, and technology teams to maximize the impact of personalization and targeting strategies. Provides oversight for the design and governance of audience creation within technology platforms, ensuring alignment with enterprise engagement objectives. Serves as the senior advisor on audience strategy, setting direction and standards for team execution while fostering innovation and continuous improvement. Establishes and enforce best practices for audience management and activation, collaborating with internal stakeholders to ensure consistency, scalability, and compliance. Establishes and enforces disciplined processes to deliver operational excellence and measurable business outcomes. Monitors performance metrics and outcomes to assess effectiveness, identify gaps, and drive continuous optimization across audience engagement efforts. Builds a strong risk culture and accountable for controlling operational risk across the function, including compliance with applicable laws, regulations, and regulatory guidance to successfully achieve the Bank's objectives. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: 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. 8 years of experience leading owned channel marketing at scale, including end-to-end strategy, execution, and optimization across email, SMS, push notifications, and web personalization with a proven ability to drive measurable performance outcomes, such as increased engagement, conversion, and retention, through data-driven marketing initiatives. 3 years of people leadership experience in building, managing and/or developing high-performing teams required. Direct experience implementing and leveraging Customer Data Platforms (CDPs) such as Salesforce and/or Adobe Experience Platform to drive personalized marketing efforts. Deep expertise in trigger-based and lifecycle marketing, with a strong track record of designing and executing automated, customer-centric campaigns. Demonstrated ability to develop and scale complex marketing programs that drive engagement, retention, and conversion across the customer journey. Strong technology acumen, with comfort operating at the intersection of marketing strategy and martech platforms. Leadership experience managing cross-functional teams, with the ability to inspire collaboration and execution excellence. What sets you apart: Experience with Salesforce and Adobe platforms. Process optimization and acceleration experience. Strong delivery of executive content to communicate impact and results. Issue resolution and management savviness in complex environments. Compensation range: The salary range for this position is: $127,310 - $243,340. 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. The actual salary for this role may vary by location. 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. 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.
    $127.3k-243.3k yearly 2d ago
  • Director, Channel Strategy and Performance

    USAA 4.7company rating

    Plano, TX jobs

    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 Our Director, Channel Strategy and Performance is responsible for leading the strategy, execution and optimization of our owned marketing channels-including email, direct mail, and on-site placements. This role will be responsible for driving performance across these critical touchpoints, leveraging advanced Customer Data Platform (CDP) capabilities and omni-channel orchestration to deliver personalized, relevant, and measurable member experiences. The Director will also be responsible for monitoring channel performance, identifying areas for improvement, and implementing data-driven strategies to achieve and exceed targets. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Accountable for leading end-to-end strategy and performance of Bank's owned marketing channels (email, direct mail, on-site), driving rigorous test-and-learn programs, applying data-driven insights to continuously improve channel performance. Designs and implements a trigger-based marketing execution strategy, ensuring timely, event-driven, and highly personalized member interactions. Spearhead the strategic use of Customer Data Platform (CDP) and Salesforce capabilities to design and activate audience targeting, segmentation, and personalized experiences, ensuring data-driven decision-making and measurable impact. Accountable for the successful execution of audience targeting initiatives, guiding cross-functional teams through change management processes to embed new capabilities. Partners cross-functionally with analytics, product, and technology teams to maximize the impact of personalization and targeting strategies. Provides oversight for the design and governance of audience creation within technology platforms, ensuring alignment with enterprise engagement objectives. Serves as the senior advisor on audience strategy, setting direction and standards for team execution while fostering innovation and continuous improvement. Establishes and enforce best practices for audience management and activation, collaborating with internal stakeholders to ensure consistency, scalability, and compliance. Establishes and enforces disciplined processes to deliver operational excellence and measurable business outcomes. Monitors performance metrics and outcomes to assess effectiveness, identify gaps, and drive continuous optimization across audience engagement efforts. Builds a strong risk culture and accountable for controlling operational risk across the function, including compliance with applicable laws, regulations, and regulatory guidance to successfully achieve the Bank's objectives. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: 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. 8 years of experience leading owned channel marketing at scale, including end-to-end strategy, execution, and optimization across email, SMS, push notifications, and web personalization with a proven ability to drive measurable performance outcomes, such as increased engagement, conversion, and retention, through data-driven marketing initiatives. 3 years of people leadership experience in building, managing and/or developing high-performing teams required. Direct experience implementing and leveraging Customer Data Platforms (CDPs) such as Salesforce and/or Adobe Experience Platform to drive personalized marketing efforts. Deep expertise in trigger-based and lifecycle marketing, with a strong track record of designing and executing automated, customer-centric campaigns. Demonstrated ability to develop and scale complex marketing programs that drive engagement, retention, and conversion across the customer journey. Strong technology acumen, with comfort operating at the intersection of marketing strategy and martech platforms. Leadership experience managing cross-functional teams, with the ability to inspire collaboration and execution excellence. What sets you apart: Experience with Salesforce and Adobe platforms. Process optimization and acceleration experience. Strong delivery of executive content to communicate impact and results. Issue resolution and management savviness in complex environments. Compensation range: The salary range for this position is: $127,310 - $243,340. 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. The actual salary for this role may vary by location. 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. 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.
    $127.3k-243.3k yearly 2d ago
  • Director, Channel Strategy and Performance

    USAA 4.7company rating

    Tampa, FL jobs

    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 Our Director, Channel Strategy and Performance is responsible for leading the strategy, execution and optimization of our owned marketing channels-including email, direct mail, and on-site placements. This role will be responsible for driving performance across these critical touchpoints, leveraging advanced Customer Data Platform (CDP) capabilities and omni-channel orchestration to deliver personalized, relevant, and measurable member experiences. The Director will also be responsible for monitoring channel performance, identifying areas for improvement, and implementing data-driven strategies to achieve and exceed targets. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Accountable for leading end-to-end strategy and performance of Bank's owned marketing channels (email, direct mail, on-site), driving rigorous test-and-learn programs, applying data-driven insights to continuously improve channel performance. Designs and implements a trigger-based marketing execution strategy, ensuring timely, event-driven, and highly personalized member interactions. Spearhead the strategic use of Customer Data Platform (CDP) and Salesforce capabilities to design and activate audience targeting, segmentation, and personalized experiences, ensuring data-driven decision-making and measurable impact. Accountable for the successful execution of audience targeting initiatives, guiding cross-functional teams through change management processes to embed new capabilities. Partners cross-functionally with analytics, product, and technology teams to maximize the impact of personalization and targeting strategies. Provides oversight for the design and governance of audience creation within technology platforms, ensuring alignment with enterprise engagement objectives. Serves as the senior advisor on audience strategy, setting direction and standards for team execution while fostering innovation and continuous improvement. Establishes and enforce best practices for audience management and activation, collaborating with internal stakeholders to ensure consistency, scalability, and compliance. Establishes and enforces disciplined processes to deliver operational excellence and measurable business outcomes. Monitors performance metrics and outcomes to assess effectiveness, identify gaps, and drive continuous optimization across audience engagement efforts. Builds a strong risk culture and accountable for controlling operational risk across the function, including compliance with applicable laws, regulations, and regulatory guidance to successfully achieve the Bank's objectives. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: 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. 8 years of experience leading owned channel marketing at scale, including end-to-end strategy, execution, and optimization across email, SMS, push notifications, and web personalization with a proven ability to drive measurable performance outcomes, such as increased engagement, conversion, and retention, through data-driven marketing initiatives. 3 years of people leadership experience in building, managing and/or developing high-performing teams required. Direct experience implementing and leveraging Customer Data Platforms (CDPs) such as Salesforce and/or Adobe Experience Platform to drive personalized marketing efforts. Deep expertise in trigger-based and lifecycle marketing, with a strong track record of designing and executing automated, customer-centric campaigns. Demonstrated ability to develop and scale complex marketing programs that drive engagement, retention, and conversion across the customer journey. Strong technology acumen, with comfort operating at the intersection of marketing strategy and martech platforms. Leadership experience managing cross-functional teams, with the ability to inspire collaboration and execution excellence. What sets you apart: Experience with Salesforce and Adobe platforms. Process optimization and acceleration experience. Strong delivery of executive content to communicate impact and results. Issue resolution and management savviness in complex environments. Compensation range: The salary range for this position is: $127,310 - $243,340. 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. The actual salary for this role may vary by location. 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. 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.
    $127.3k-243.3k yearly 2d ago
  • Director of Customer Success

    Narmi 3.8company rating

    New York, NY jobs

    Job DescriptionAbout Narmi:Narmi is how community financial institutions unlock the very latest capabilities in digital banking and account opening - so they can move faster, tap new growth opportunities, and be where banking is going. Since our founding, Narmi has enabled the movement of billions of dollars and the opening of hundreds of thousands of accounts for banks and credit unions across the US. As a result, our customers have seen meaningful increases in deposits, revenues, and happy customers. In fact, one of the first financial institutions to leverage Narmi was recognized by Bankrate and NerdWallet for providing the #1 digital experience for a bank or credit union in the US. About the CS Team:The CS team is responsible for managing our relationships with financial institutions throughout their engagement with Narmi, from implementations to go-live processes, and expansion across Narmi's account opening and digital banking platform offerings. Customers are the lifeblood of Narmi, and our team is filled with product-obsessed colleagues looking to delight customers throughout the Narmi customer journey. Our team puts customers at the heart of everything we do and is always looking for ways to maximize the value of their relationships with Narmi. Narmi is a fast-paced and dynamic company, and General Managers are critical leaders of our team, partnering cross-functionally across Narmi to communicate the needs of our customers. We're a lean team that is constantly evolving and taking on new challenges. We're looking for leaders who are eager to deeply learn about digital financial services, constantly take on new challenges and bring the best consultative experience to our customers.What you'll do: Lead dedicated customer pods and ensure strategic alignment across each customer financial institution Develop relationships vertically and horizontally across our customer organizations, establishing credibility with C-Suite, VP, and operational stakeholders Identify upsell and expansion opportunities and lead revenue-driving motions, including business casing and negotiations, to close deals Use KPIs, such as Net Revenue Retention (NRR), Net Promoter Score (NPS), health score, product activation, and churn, to measure and define success for your portfolio Influence resource allocation internally using data-driven approaches to drive customer outcomes Operate as a product-minded leader Contribute to Narmi's growth by proactively managing your team's careers, creating growth opportunities, and developing talent and skillsets This role will require 35% travel What you'll bring: 7+ years of experience in client management, customer success, or product management Outstanding communication skills; with comfort presenting to and influencing C-Suite stakeholders at large enterprise organizations Excellent organizational skills, attention to detail, and the ability to balance multiple tasks and projects simultaneously Innate ability to prioritize tasks to ensure customers' objectives are met Strong interest in B2B FinTech or prior experience in digital banking/digital account opening Experience working with financial institutions in a digital capacity is desirable A proactive, roll-up-your sleeves approach to accomplishing tasks An extremely high level of honestly, empathy and integrity Who you are: High Ceiling: You go beyond the obvious, take initiative, and hold yourself to high standards with care. Low Ego: You put the mission above ourselves, share credit freely, and lead with curiosity. Alignment to Mission: You believe that helping community financial institutions win against Mega Banks and FinTechs is a worthy endeavor, and will use that belief as a North Star to anchor your efforts to that goal. High Commitment: You follow through, roll up your sleeves, and keep the bar high for yourself and others. The expected annual base salary for this role is $150,000 - $180,000. Base salary is only part of your total compensation. In addition to base salary, you will receive a variable compensation plan, an equity option grant, and are eligible for performance-based cash and equity bonuses. Compensation included in an offer will be commensurate with the candidate's skills, experience and geographic location. Compensation ranges for candidates located outside of New York City may differ. You will also receive a full benefits package. We believe that high-performing teams include people from different backgrounds and experiences who can challenge each other's assumptions with fresh perspectives. To that end, we actively seek a diverse pool of applicants, including those from historically marginalized groups. Please note that all correspondence related to this role will come directly from Narmi (email addresses ending in @narmi.com or @narmitech.com), and not a third party. If you receive correspondence from an individual claiming to represent Narmi please let us know immediately at ******************.
    $150k-180k yearly Easy Apply 2d ago
  • Senior Director - Colocation and Connectivity Services

    CME Group 4.4company rating

    New York jobs

    We are seeking a highly motivated and skilled Senior Director of Colocation and Connectivity to join our dynamic team. This role will be responsible for CME Colocation and Connectivity products and services, maintaining existing products and supporting the development and implementation of new products and services. The successful candidate will report to the Executive Director of Colocation and Connectivity and will be based at either our New York City or Chicago locations. Key Responsibilities Strong knowledge of financial customers and markets, data center services and operations, and low latency communication technologies. The selected candidate will be responsible for the proper operation of CME colocation and connectivity business ensuring that our facility and networks are providing fair and equal access to our market participants. Knowledge of product development, including pricing, promotion, sales, operations and documentation. Knowledge of budgets and demand for services. Ability to analyze data, forecast customer and service demands, and make recommendations. Respond to day-to-day product requests and questions. Candidates will collaborate with several different groups; Data Center Engineering, Network Solutions Group, Legal, Marketing, Finance, Implementation, Sales, Procurement and senior management. CME is undergoing a technology transformation moving its matching engines into a Google private cloud. A new data center is being built with a new customer colocation facility. The successful candidate will be involved with colocation and networking decisions as the new facility comes on line. QualificationsRequired Candidates are required to have a Bachelor's degree. 10 Years of experience dealing with financial markets and customers, experience with data center and IP based communication systems either as a provider, product developer, or purchaser of these services. Candidates are required to be proficient in analyzing, forecasting, documenting, presenting and gaining approval for products and projects. The candidate will be required to use software tools such as Excel, Word, PowerPoint, Workday, Jira, Smartsheets, Python and AI tools. Strong communication skills with the ability to translate complex data center and or networking issues into terms laypeople can understand and make informed decisions. Preferred Deeper understanding of financial markets/customers and or data center operations / engineering, and or low latency networking is a plus. CME Group is committed to offering a competitive total rewards package for our employees that recognizes their contributions to the business and reflects our long-term investment in their future. The pay ranges for this role based on location are: Chicago: $156,200-$260,400 New York/New Jersey: $171,800-$286,400. Actual salary offered will be dependent on a wide array of factors including but not limited to: relevant experience, skills, education and comparison to internal employees (where relevant). Our compensation program also includes an annual target bonus opportunity for all employees, as well as the opportunity to become an owner in the company through our broad-based equity program. Through our benefits program, we strive to offer flexibility, value and choice. From comprehensive health coverage, to a retirement package that includes both a 401(k) and an active pension plan, to highly competitive education reimbursement provisions, paid time off and a mental health benefit, CME Group offers a holistic benefits package for our team and their dependents. CME Group: Where Futures are Made CME Group is the world's leading derivatives marketplace. But who we are goes deeper than that. Here, you can impact markets worldwide. Transform industries. And build a career by shaping tomorrow. We invest in your success and you own it - all while working alongside a team of leading experts who inspire you in ways big and small. Problem solvers, difference makers, trailblazers. Those are our people. And we're looking for more. At CME Group, we embrace our employees' unique experiences and skills to ensure that everyone's perspectives are acknowledged and valued. As an equal-opportunity employer, we consider all potential employees without regard to any protected characteristic. Important Notice: Recruitment fraud is on the rise, with scammers using misleading promises of job offers and interviews to solicit money and personal information from job seekers. CME Group adheres to established procedures designed to maintain trust, confidence and security throughout our recruitment process. Learn more here.
    $171.8k-286.4k yearly Auto-Apply 44d ago
  • Senior Director of Strategic Initiatives

    Goodleap 4.6company rating

    West Palm Beach, FL jobs

    GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The position will play a key role within the Strategic Initiatives group. The primary responsibility set involved developing and executing various strategies that will help GoodLeap grow. This role will involve liaising and building positive relationships with internal and external stakeholders, conducting market research and analysis, evaluating and executing on build vs. buy vs. partnership arrangements, setting goals and guidelines, and overseeing operations from planning to execution. The role will touch the entire lifecycle of the business and will have a high degree of visibility internally and externally. The ideal candidate will have experience in distributed energy, capital markets, JV or partnership relationships and agreements, M&A, cybersecurity and tech infrastructure, tax planning, and presentations to executives and board members. Essential Job Duties and Responsibilities: * Analyze GoodLeap's capabilities to develop and execute strategies that will accelerate company growth. * Guide and assist capital markets team members in developing and executing financial structures that will enhance returns, including tax equity and tax credit transfers. * Guide and assist business development team members to create new products and services for contractors, homeowners, and financial institutions, including virtual power plants. * Guide and assist technical and operations team members to leverage Salesforce and AI to automate and enhance back-office support for contractors and homeowners, including more efficient payment systems, CRM, and business service arrangements * Guide and assist technical and marketing team members to utilize Salesforce and develop customer-facing applications that create engagement and allow for cross-selling opportunities. Required Skills, Knowledge and Abilities: * Minimum of 10 years of relevant experience in finance, corporate development, consumer lending, or distributed energy * Minimum bachelor's degree * Expert with MS Office (especially Excel and PowerPoint; VBA is a plus) * Working proficiency with SQL; Python is a plus * Excellent written and oral communication skills * Superb attention to detail and work ethic * Basic understanding of financial structures in the energy sector * Comfortable working in fast-paced, unstructured environment * Passionate about the renewable energy sector Compensation: $225-$300k annually Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $93k-114k yearly est. 60d ago
  • Senior Director of Strategic Initiatives

    Goodleap 4.6company rating

    West Palm Beach, FL jobs

    About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The position will play a key role within the Strategic Initiatives group. The primary responsibility set involved developing and executing various strategies that will help GoodLeap grow. This role will involve liaising and building positive relationships with internal and external stakeholders, conducting market research and analysis, evaluating and executing on build vs. buy vs. partnership arrangements, setting goals and guidelines, and overseeing operations from planning to execution. The role will touch the entire lifecycle of the business and will have a high degree of visibility internally and externally. The ideal candidate will have experience in distributed energy, capital markets, JV or partnership relationships and agreements, M&A, cybersecurity and tech infrastructure, tax planning, and presentations to executives and board members.Essential Job Duties and Responsibilities: Analyze GoodLeap's capabilities to develop and execute strategies that will accelerate company growth. Guide and assist capital markets team members in developing and executing financial structures that will enhance returns, including tax equity and tax credit transfers. Guide and assist business development team members to create new products and services for contractors, homeowners, and financial institutions, including virtual power plants. Guide and assist technical and operations team members to leverage Salesforce and AI to automate and enhance back-office support for contractors and homeowners, including more efficient payment systems, CRM, and business service arrangements Guide and assist technical and marketing team members to utilize Salesforce and develop customer-facing applications that create engagement and allow for cross-selling opportunities. Required Skills, Knowledge and Abilities: Minimum of 10 years of relevant experience in finance, corporate development, consumer lending, or distributed energy Minimum bachelor's degree Expert with MS Office (especially Excel and PowerPoint; VBA is a plus) Working proficiency with SQL; Python is a plus Excellent written and oral communication skills Superb attention to detail and work ethic Basic understanding of financial structures in the energy sector Comfortable working in fast-paced, unstructured environment Passionate about the renewable energy sector Compensation: $225-$300k annually Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $93k-114k yearly est. 29d ago
  • Senior Director of Strategic Initiatives

    Goodleap 4.6company rating

    West Palm Beach, FL jobs

    About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The position will play a key role within the Strategic Initiatives group. The primary responsibility set involved developing and executing various strategies that will help GoodLeap grow. This role will involve liaising and building positive relationships with internal and external stakeholders, conducting market research and analysis, evaluating and executing on build vs. buy vs. partnership arrangements, setting goals and guidelines, and overseeing operations from planning to execution. The role will touch the entire lifecycle of the business and will have a high degree of visibility internally and externally. The ideal candidate will have experience in distributed energy, capital markets, JV or partnership relationships and agreements, M&A, cybersecurity and tech infrastructure, tax planning, and presentations to executives and board members.Essential Job Duties and Responsibilities: Analyze GoodLeap's capabilities to develop and execute strategies that will accelerate company growth. Guide and assist capital markets team members in developing and executing financial structures that will enhance returns, including tax equity and tax credit transfers. Guide and assist business development team members to create new products and services for contractors, homeowners, and financial institutions, including virtual power plants. Guide and assist technical and operations team members to leverage Salesforce and AI to automate and enhance back-office support for contractors and homeowners, including more efficient payment systems, CRM, and business service arrangements Guide and assist technical and marketing team members to utilize Salesforce and develop customer-facing applications that create engagement and allow for cross-selling opportunities. Required Skills, Knowledge and Abilities: Minimum of 10 years of relevant experience in finance, corporate development, consumer lending, or distributed energy Minimum bachelor's degree Expert with MS Office (especially Excel and PowerPoint; VBA is a plus) Working proficiency with SQL; Python is a plus Excellent written and oral communication skills Superb attention to detail and work ethic Basic understanding of financial structures in the energy sector Comfortable working in fast-paced, unstructured environment Passionate about the renewable energy sector Compensation: $225-$300k annually Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
    $93k-114k yearly est. Auto-Apply 60d+ ago

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