Team Leader jobs at Wells Fargo - 2309 jobs

A leading financial services firm is seeking a Financial Management Team Lead to oversee task order activities related to the U.S. Army's Financial Improvement and Audit Readiness objectives. You will coordinate and ensure the successful execution of financial initiatives, manage a team of consultants, and communicate with Army leadership. The ideal candidate has at least ten years of federal financial management experience and holds relevant certifications. This full-time position offers a competitive salary and excellent benefits. #J-18808-Ljbffr

A leading insurance provider in Chicago seeks a Vice President, Experienced Underwriting Manager for its Central Casualty team. The successful candidate will lead underwriters and evaluate casualty insurance risks. With over 10 years in underwriting and 5 years in management, strong analytical and relationship-building skills are essential. The role offers a competitive salary of $190,000 to $230,000 annually along with excellent benefits, providing opportunities for career growth and development. #J-18808-Ljbffr

American Heritage Credit Union, a $5 billion credit union, has an immediate opening for a Member Relations Supervisor in our Contact Center. This role will serve as a primary point of contact for the staff that is responsible for building member relationships (new & existing) and providing a premier member experience. Manage daily tasks\/activities, handle member accounts, answer member\/employee questions, cross-train and directly supervise staff, handle escalated interactions, and ensure metrics set forth are adhered to and achieved. . Responsibilities Include: Serve as a subject matter expert as it relates to all product & service offerings of American Heritage Credit Union. Assist the membership and associates via multiple channels which includes but is not limited to phone, video, chat, email, etc. Perform quality assurance monitoring (live and\/or recorded) for the Virtual Member Experience Advisors & Concierge Specialists to ensure service levels are meeting and\/or exceeding member and credit union expectations. Assist the Assistant Branch Manager with supervision of the Virtual Member Experience Advisors & Concierge Specialists. Maintain a highly motivated, well-trained staff and evaluate job performance within designated time frames to ensure quality of work and service to members and staff. Train staff and perform coaching leveraging various techniques (i.e.: closed door, side-by-side, etc.). Sessions should be completed on a monthly basis (at a minimum) and must be accompanied by signed, corresponding meeting minutes. Work collaboratively with staff in reviewing loan underwriting requests and counteroffers. Assist with the development of department goals and objectives for designated staff\/area. Assist with the development and updates of departmental procedures. Responsible for continued development of the training program(s) as it relates to the designated staff. Provide various types of information (i.e.: procedural, company policies, etc.) to team members. Prepare pertinent month-end reports as required. Assist with the development of department goals and objectives for the Virtual Member Experience Advisors & Concierge Specialists. Requirements Include: At least two years of customer service or cash handling experience. Must have at least 1-2+ years of Supervisory experience in a financial institution. Professional well-developed interpersonal skills essential for servicing credit union members and staff while projecting a positive image as representative for the credit union. Requires judgment to solve day-to-day problems but usually within established guidelines. WORK HOURS Full-Time position Must be flexible and available to work Contact Center hours of operation (rotating shifts): Monday- Friday - 7:00 a.m. to 7:00 p.m. & Saturday 9:00 a.m. to 3:00 p.m. Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees. EOE M\/F\/D\/V","

. Serve as a subject matter expert as it relates to all product & service offerings of American Heritage Credit Union. . Assist the membership and associates via multiple channels which includes but is not limited to phone, video, chat, email, Relations, Supervisor, Staff, Banking, Business Services, Development

Job Description: The selected candidate will work as a Financial Management Team Lead to oversee the execution of task order requirements in support of the U.S. Army's Financial Improvement and Audit Readiness (FIAR) objectives. The Team Lead will be responsible for coordinating, tracking, and ensuring the successful completion of all assigned tasks under their respective task order award. This role includes direct engagement with Army civilian leadership, ownership of project progress reporting, and ensuring that financial improvement initiatives are executed in accordance with Army FIAR guidance and within the established period of performance. The Team Lead must be available during all core working hours and serve as the primary point of contact for their assigned task order. Full-Time/Part-Time: Full-Time Worksite details: National Capital Region (NCR), Fayetteville, NC, San Antonio, TX and Other Remote Locations Duties will include: Serve as the primary lead and point of contact for all assigned task order activities related to Army Financial Improvement and Audit Readiness (FIAR) objectives. Manage the execution, coordination, and tracking of tasks associated with audit remediation, internal controls testing, and corrective action implementation. Brief the Civilian Government Lead regularly on the status of assigned objectives, milestones, risks, and progress toward financial improvement goals. Monitor and ensure completion of Corrective Action Plans (CAPs) for Notices of Findings and Recommendations (NFRs) issued by external auditors. Support Test of Design (ToD) and Test of Operating Effectiveness (ToE) processes by coordinating documentation, managing timelines, and ensuring deliverable quality. Oversee coordination of Provided By Client (PBC) responses and audit documentation for site visits, walkthroughs, and testing activities. Review and validate Key Supporting Documentation (KSDs) for completeness, accuracy, and consistency with Army financial reporting requirements. Maintain clear communication with Army stakeholders and external auditors, ensuring alignment on financial processes, internal controls, and audit readiness efforts. Use Army systems (e.g., GFEBS, LMP, DPAS) to support audit documentation, data analysis, and financial control reviews. Track and report task order performance, manage team workflows, and escalate risks or delays to engagement management in a timely manner. Prepare and deliver briefings, updates, and reports to both internal and external stakeholders regarding progress toward task order objectives. Team Lead Responsibilities: Lead a team of consultants and analysts assigned to the task order; manage day-to-day execution of responsibilities and monitor individual progress. Ensure alignment of all work products with task order objectives, client expectations, and Army audit readiness standards. Provide coaching, mentoring, and technical guidance to team members to ensure high-quality deliverables and continued task momentum. Maintain availability during all designated core working hours to support client needs, team collaboration, and progress updates. Position Requirements: Bachelor's Degree in Accounting, Finance, Information Systems, or Business Management/Administration (if the individual did not receive a Bachelor's in one of these fields but received a Master's Degree in Accounting, Finance, Information Systems, Business Management/Administration, Mathematics, Statistics, Computer Science, Data Science, then the Master's may serve in place of the Bachelor's degree); one of the following active and current certifications issued by appropriate licensing authority: CPA, CIA, CISA, PMP, CGFM, CDFM, SAFe, or ITIL. Ten (10) years of experience with Federal financial management, including four (4) years of Federal accounting experience. Active minimum DoD SECRET Clearance is required. Candidate must be able to possess an interim SECRET clearance to be considered. Intermediate to advanced proficiency in the use of Microsoft Office Suites (especially Excel, PowerPoint, and Word). Well-developed and professional interpersonal skills. Ability to own work product development and demonstrate initiative and accountability for assigned task areas, effectively coordinating with team members and across various organizations. Ability to interact effectively with people at all organizational levels of the firm and client. Excellent verbal and written communication skills; detail oriented. Ability to work independently within a team environment and with a customer service focus. Strong organizational skills with ability to multi-task in a fast-paced, deadline-driven environment. Budgeted Salary for this position is between $120,000-$135,000. Why join Thompson Gray? Thompson Gray is a multi-year winner of the Huntsville/Madison County Chamber Best Places to Work, recognized for our exceptional company culture that values employees and customers alike. Competitive pay based on your qualifications Excellent benefits, including Health, Dental, Vision, Life, Short-Term and Long-Term Disability insurance, 401(k) plan with employer match Additional perks: TG Swag, Dependent Scholarship Program, Tuition Assistance for furthering education, Professional Development opportunities Generous time-off policies, including 18 days of paid time off, 10 Federal Holidays, and flexible scheduling Annual donation to the charity of your choice Regular team-building events, such as lunches, after-hours gatherings, seasonal family-friendly events, and an annual holiday party Join Thompson Gray and become part of a dynamic team committed to excellence, innovation, and community. Thompson Gray is an Equal Opportunity Employer and VEVRAA Federal Contractor. This contractor and subcontractor shall abide by the requirements of 41 CFR 60-1.4(a), 60-300.5(a) and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on their race, color, religion, sex, gender identity, sexual orientation or national origin. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability. Thompson Gray, Inc. welcomes minority and veteran applicants. #J-18808-Ljbffr

Regular Your opportunity In addition to a base salary, this role is also eligible for bonus or incentive opportunities. 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. Workplace Services (WS) is a growing enterprise at Charles Schwab. The Workplace Branch supports the WS enterprise in unlocking growth across their three primary business lines: Retirement Plan Services, Stock Plan Services, and Designated Brokerage Services. The Participant Education Delivery team is experienced at delivering financial education to groups and individuals, having mastered the art of engaging audiences, whether in-person or virtual, with an emphasis on inspiring positive action. The team drives top-line growth by helping participants engage with their workplace benefits while bridging them to solutions across Schwab in our "Seeing through clients' eyes approach". What you are good at: As a seasoned professional in the Financial Services industry, your leadership experience is built on a foundation of coaching and development, with an emphasis on accountability for driving results. Fostering a culture of growth - Leading by example, you're a growth-oriented leader with a focus on personal/professional development, championing new ideas for yourself and your team. Building collaborative relationships - You naturally build and foster relationships with other department leaders, your team, and internal business partners. Internal partners include WFS Client Service teams, Marketing, Workplace Retail Extension (and other Workplace and Centralized Solutions teams) and the Branch Network. Developing others - We are seeking an individual with strong financial services experience (Retirement/Financial planning, ERISA regulations & workplace benefit offerings and an understanding of Schwab's retail offer) to develop, coach, and lead a team of investment professionals who are the face of Schwab to our corporate clients and their employees. Managing change - The Senior Team Manager will actively seek opportunities to evolve our service model for greater business impact, while developing strategies and communicating expectations to drive necessary change. What you have We place a premium on leaders with a coaching and growth-oriented mindset that are able to drive strong results. Essential skills/experiences include: Demonstrated success leading client facing teams in Qualified Retirement Plans, Financial Services, or similar. Experience with remote teams preferred Superior coaching mentality with emphasis on mentoring, training, and performance management Strong strategic communication skills, able to influence partners and stakeholders Proven relationship building skills - ability to develop internal and external partnerships and successfully collaborate on projects Strong organization and time management skills with proven ability to prioritize High achievement orientation, measures success through quantitative and qualitative results Bachelor's degree required; Master's Degree (or equivalent business experience) preferred Active and valid FINRA Series 7, 66 and 9/10 (May consider 120-day COE for 9/10) 10+ years Financial Services industry experience; ideally with 6+ years specific Retirement Plan Preferred Requirements: CFP or other industry designations highly desired 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

A global asset management organization is seeking a field sales specialist to drive the sales of Alternative Investment strategies directed at Financial Advisors and RIAs. With a minimum of 5 years experience in Alternatives and exceptional communication skills, you will be accountable for developing relationships and managing a sales pipeline. Candidates should have a college degree and a deep understanding of investment vehicles and the U.S. investment distribution landscape. #J-18808-Ljbffr

A leading financial technology company is seeking a seasoned professional for an Information Security Management role. You will be a key regulatory contact and will lead risk assessments and compliance efforts while engaging with financial regulators. The ideal candidate will have over 10 years of experience in information security and a background in financial services or banking. Generous compensation and benefits are offered, with a salary range of $196,000 - $245,000 USD. #J-18808-Ljbffr

A leading procurement platform provider in San Francisco is seeking a Senior Customer Success Manager to oversee a growing enterprise customer base across various industries. The role focuses on driving value through product adoption and customer engagement. Key qualifications include 8+ years in customer-facing roles and expertise in procurement technologies. This position offers a competitive salary range of $130,000 - $160,000 OTE and excellent perks including health coverage and flexible PTO. #J-18808-Ljbffr

A leading technology financing company in San Francisco is seeking a Sr. Capital Markets & Credit Analytics Analyst to enhance capital markets performance through data-driven insights. The role involves developing credit strategies, conducting market research, and engaging in financial modeling. Ideal candidates have 4-6 years of experience, strong skills in SQL and Python, and a passion for credit analytics. The position offers a competitive salary between $105,000 and $140,000 annually, with opportunities for professional growth. #J-18808-Ljbffr

A leading investment firm in Washington is seeking a strategic business partner to enhance growth in specific asset classes. The ideal candidate will support product planning, drive client engagement, and travel extensively within the market. This role demands strong investment knowledge, profound business acumen, and excellent client communication skills. The firm offers competitive compensation with a salary range of $190,000-$200,000 and a variety of benefits including hybrid working options and professional development support. #J-18808-Ljbffr

A leading investment management firm based in Boston seeks a candidate to drive strategic growth in an asset class or region. The role requires strong business acumen, investment knowledge, and the ability to confidently interact with clients and advisors. Key skills include executive presence and data assessment, with substantial travel required, possibly up to 60%. The position offers a base salary range of $190,000-$200,000 and promotes a hybrid work environment along with various employee benefits. #J-18808-Ljbffr

A prestigious consulting firm in New York seeks a Senior Manager for tax advisory services. In this role, you will lead significant projects, interact with senior-level clients, and drive innovative processes while mentoring top-performing teams. Candidates should hold a Bachelor's in Accounting, possess Japanese language skills, and have substantial experience in tax. A competitive salary range of $124,000 - $335,000 plus bonus eligibility is offered. #J-18808-Ljbffr

A leading real estate investment firm in Boca Raton is seeking a Vice President / Director / Managing Director to lead debt investment strategies. The candidate will have 7+ years of experience in real estate debt investing, demonstrating strong analytical and negotiation skills. Key responsibilities include sourcing loans, managing transactions, and overseeing portfolio performance. The role offers comprehensive benefits, including health insurance and a competitive 401(k) plan, fostering an empowering work environment. #J-18808-Ljbffr

A leading global bank is seeking a Sr. Analyst for Wealth Relationship Management in New York. The role involves building and deepening relationships with affluent clients, tailoring financial solutions to their needs. Candidates should have 5-8 years of experience, possess strong analytical and communication skills, and be familiar with financial planning software. Competitive salary and robust benefits package offered, including medical coverage and retirement plans. #J-18808-Ljbffr

A global financial institution is seeking an experienced professional to join their Leveraged Finance group. You will support the origination, structuring, and execution of syndicated loan and high yield bond transactions. The ideal candidate will possess 3-6+ years in Leveraged Finance, strong analytical and communication skills, and the ability to lead and mentor junior staff. This position offers a salary starting at $275,000 and industry-leading benefits, providing you with resources to thrive in a supportive work environment. #J-18808-Ljbffr

With history dating back to 1856, American National Bank is one of the largest privately owned banks in Nebraska with branch locations in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career. Together, we can do more for your future... At American National Bank, we provide our team members with comprehensive benefits to do more for you and your family. We offer: Competitive base compensation with additional performance-based annual earning potential Career growth potential built into every role 401(k) Investment Plan with up to 4% match by ANB with immediate vesting and profit sharing* No cost Life Insurance with benefit 2x base salary (subject to cap), with ability to purchase additional coverage Paid Time Off, Paid Holidays and Paid Volunteer Time Medical Insurance with signification premium contribution by ANB, with Wellness Plan Support* Dental Insurance with significant premium contribution by ANB* Additional Insurance options to meet personal needs: Vision, Pet Care, Critical Illness, Accident, Income, and Identity Theft Protection* Tuition Reimbursement* Gym Membership Reimbursement* Discounts on Banking and Financial needs Eligibility Criteria Apply Job Summary The Business Banking Support Supervisor is an experienced Business Banking Specialist who can support all lines of commercial business. In this role, you will assist in training all new team members, facilitate workload management, and have input in department strategy, goals, and operations. Additionally, you will prepare commercial loan documents and provide direct support to commercial banking team and clients. Essential Job Duties & Responsibilities Manages the day-to-day operations of the people, processes and work of the business banking support function within the market such as: working with new and existing business clients for new accounts, loans, all general account inquiries for both loans and deposits, and troubleshooting of all types. Coordinating commercial loan documents for lending officers, reviewing loan documentation, facilitating the loan closing process, partner with other areas of client support to enhance the client experience, among other commercial sales support tasks. Demonstrates strong knowledge of the Bank's products and services. Maintains a high level of knowledge regarding compliance and audit needs related to Commercial, Private, Small Business and Community Banking. Ensures operating policies, procedures and regulatory requirements are current and administered consistently throughout Business Banking Support team. Assesses service provided by team members to ensure it consistently delivers on the standard of client service set within the organization. Is relied upon as a subject matter expert on banking support processes and related software capability to advance the client experience. Serves as resource, consultant and coach to colleagues within and beyond the commercial client support team in special projects or on a periodic basis to develop people, improve workflow and enhance the effectiveness of commercial banking operations. Evaluates and recommends policy, core system function and procedural changes for processes that impact the client experience. Recommends training and technology enhancement needs. Provides oversight and direction to his/her team members in accordance with the organization's policies and procedures. Coaches, mentors and develops staff, including overseeing new employee onboarding and providing career development planning and opportunities. Consciously creates a workplace culture that is positive consistent with the organization's goals. Leads employees to meet expectations for productivity, quality, and goal accomplishment. Provides effective performance feedback through recognition, rewards, and disciplinary action, with the assistance of Talent Management, when necessary. Maintain employee work schedules including paid time off and any requested leave of absence. Maintain transparent communication as appropriate through department meetings, one-on-one meetings, and appropriate email and regular interpersonal communication. Experience Needed: Minimum of 5 years of banking or related financial services industry experience in at least some of the following areas of new accounts, commercial loan documentation, platform automation, sales support, lending, and customer service and client financial solutions. Significant experience with banking software such as Jack Henry and LaserPro is strongly preferred. Prior experience leading people in a formal capacity is strongly preferred. Education, Licensure & Certification Needed: * A 4-year degree in a relevant field or equivalent work experience is required. Skills & Abilities Needed: Sound working knowledge of banking compliance, regulation and risk management A clear drive that seeks to improve the operational efficiency for the benefit of the bank and client experience. Strong problem-solving ability with customer service skills. A team player and team builder who can manage effectively in a changing environment by eliminating barriers and actively fostering collaboration. Ability to prioritize and balance simultaneous needs. Strong communication skills with individuals at all levels, internally and externally. Strong attention to detail. Consistently manages time well, balancing both long-term and day-to-day demands of management role. Highly proficient in banking software, as well as MS Office tools including Outlook, Excel, Word, and PowerPoint

A leading financial technology company in Seattle is seeking a Senior Product Design Lead for the Payments & Risk Platform. This role requires extensive product design experience and the ability to craft seamless financial workflows. You will collaborate with cross-functional teams, elevate design quality, and mentor junior designers. Candidates should have a strong portfolio, excellent systems thinking skills, and a passion for empowering small businesses through technology. The position offers competitive compensation and a hybrid working model. #J-18808-Ljbffr

A leading financial technology company in Seattle is seeking a Senior Product Design Lead for the Payments & Risk Platform. This role requires extensive product design experience and the ability to craft seamless financial workflows. You will collaborate with cross-functional teams, elevate design quality, and mentor junior designers. Candidates should have a strong portfolio, excellent systems thinking skills, and a passion for empowering small businesses through technology. The position offers competitive compensation and a hybrid working model. #J-18808-Ljbffr