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MarshBerry is growing! We are seeking a Vice President to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Job Details Position Summary: MarshBerry is currently seeking a Vice President for our Investment Banking & Consulting Team. The Vice President is responsible for leading transaction teams, conducting hands-on analysis, driving growth, and ensuring MarshBerry services are delivered effectively and efficiently. The Vice President is responsible for the fulfilment and origination of merger and acquisition advisory, business valuation, due diligence, and financial consulting projects. This includes: negotiation, structure, terms and conditions, completion and oversight of the day to day functions with the internal team members as a transaction or project moves through its cycle of introduction to closing. The Vice President will aid in the planning, formulating, and implementation of team goals and objectives and ensuring the completion of such. Responsibilities: Serve as client-facing lead on merger and acquisition projects and financial consulting projects, developing strategy and implementation of client deliverables and maintaining the client relationship to ensure successful project execution. Manage both sell-side and buy-side M&A advisory engagements, including financial analysis and modeling, due diligence, identifying and contacting potential buyers or sellers, deal structuring and negotiations, oversight of the day-to-day deal process, and ultimately lead to a successful closing of transaction. Recognize opportunities for growth and implement strategies that will enhance client satisfaction, company market share, revenue growth and profitability. Fully develop and utilize the company’s capabilities and position the company as a strategic partner. Seek and coordinate new business development activities in current product line and opportunities for new services through active relationship building techniques. Coordinate approach with other business unit leaders, field and respond to new business inquiries, develop marketing strategies, and assist with external and internal branding execution. Manage existing relationships with clients, vendors and other business unit leaders to ensure client retention. Provide high level of service to clients and proactively provide additional consulting solutions. Research, write, and structure client ready work. Conduct quality review of project components, developing timelines and ensuring that they are met. Identify issues affecting clients/prospects and develop strategies to effectively resolve these issues. Lead team to resolve problems identified and proactively find solutions for clients. Direct and coach team members; manage and establish priorities, direct workflow, provide consistent and constructive feedback, monitor progress, identify training and resource needs, recommend promotions and terminations, and complete and perform performance management reviews for direct reports. Publish articles on transaction advisory, diligence, financial consulting, valuation, and other topics affecting the insurance distribution system. Stay abreast of industry trends and changes, incorporating best practices in the development of services, deliverables, quality standards, policies, and programs. Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services. Other special projects, tasks or duties as assigned. Selection Criteria Education & Experience: Bachelor’s degree in Finance, Accounting or Business Management. Master’s degree and/or Juris Doctor is a plus. Additional Professional Designations or Certifications desired, such as, CPA, CVA, CPCU and/or AM&AA. 6-10+ years of related experience in investment banking, transaction advisory, corporate development, law, assurance services, financial consulting, or financial services. Proven experience in leading work teams to achieve and exceed division goals and objectives. Demonstrated industry business acumen; ability to grasp new business concepts and issues. Proficient with technology; Microsoft Word, Excel and Power Point. This position will also require passing of required licensing exams to become a registered representative of our affiliated broker dealer within a short time period after hire. Other: Analytical, proactive problem solving skills: techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully. Strong communication skills; both written and verbal with demonstrated creativity with regard to work. Ability to travel up to 40% of the time; includes overnight and limited weekend travel. Ability to work flexible and/or extended hours as needed. Working at MarshBerry Who We Are: MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all. What We Do: MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals. It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following: Crain’s Best Employers in Ohio The Nation’s Best and Brightest in Wellness North Coast 99 Top Work Places – The Plain Dealer Weatherhead 100 West Michigan’s Best and Brightest Companies to Work for To learn more about MarshBerry, visit www.marshberry.com . We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.

OffDeal is the world’s first AI-native investment bank for small businesses. Instead of selling AI to Goldman Sachs, we’re building what Goldman itself would have looked like if it launched in 2025. Wall Street's playbook works well, but only for billion-dollar deals - it breaks where most businesses actually exist. Traditional firms run oversized teams on outdated software, making smaller M&A transactions uneconomical. This leaves millions of small business owners with nowhere to turn for the most important sale of their lives… Until now. Our engineers built software to automate 80%+ of analyst work with AI, so our in-house bankers can focus where it counts - on earning owners’ trust and closing deals. We recently closed a $12M Series A ($17M in total funding) from Radical Ventures and Y Combinator and are scaling really fast. In less than a year, our team has already launched over 30 sell-side M&A transactions and has delivered numerous life-changing exits to our clients - and we’re just getting started. Read more about our story: https://www.ft.com/content/9daf5c7e-e301-4b7d-809a-ff9fb336bdbc https://www.cnbc.com/video/2025/08/04/wall-streets-new-ai-era-offdeal-ceo-on-using-ai-to-disrupt-investment-banking.html https://www.fullydistributed.co/p/the-bull-case-for-an-ai-native-investment About the Role As a Business Development Representative, you’ll be on the front lines, engaging with small business owners and helping them take the first steps toward selling their businesses and achieving life-changing outcomes. Your efforts will directly impact how $10 trillion worth of small businesses change hands over the coming decade. This is an in-person role based in our New York City office. What you’ll do: Source new opportunities: Proactively identify and connect with small business owners nationwide through inbound qualification and outbound outreach Grow top of funnel: Own and run both warm and cold outbound campaigns, including cold calling and email marketing Build Relationships: Establish credibility with prospects, positioning OffDeal as the ideal partner for selling their business. Educate them on our services, and guide them toward taking the first steps in selling their businesses Uncover Needs: Build relationships with prospects through consultative selling to identify their needs, qualify their interest, and evaluate viability, ensuring a smooth hand-off to our M&A advisors. Collaborate: Work closely with the CEO and our marketing team to refine messaging, optimize positioning, and inform product roadmap based on prospect feedback Track and Improve Performance: Maintain accurate prospect data to support weekly and monthly reporting. Be accountable for hitting KPIs across email and phone channels, while continuously refining outreach for greater efficiency and effectiveness. We’re Looking for Someone Who Has Energetic phone presence, charisma and excellent listening skills to uncover business challenges and position OffDeal as the solution High level of comfort with sales, prospecting and marketing tools & processes Strong written and verbal communication skills Dedication to tracking and improving performance and efficiency on a daily basis Sense of entrepreneurship: a self-starter with a high sense of urgency, a bias for action, and ability to thrive in ambiguous, fast-paced environments Results oriented mindset, dedicated to tracking, analyzing and improving performance metrics daily Nice to Haves Prior experience using a CRM Prior experience with customer-facing and/or sales roles processes Experience at an early-stage startup Experience with financial services (e.g. M&A / Private Equity) Bachelor’s degree from a four-year university, especially Business, Finance or related Why Join OffDeal OffDeal is growing exceptionally fast and is a leader in AI-enabled services—deal volume is compounding every quarter Top-tier benefits, including medical, dental, vision, and unlimited PTO 401K Matching Perks like free food, Equinox membership, and NYC relocation allowance Opportunity to be a foundational team member at a well-funded, high-growth startup Be part of a mission to shape the future of small business ownership and to promote American entrepreneurship

Job Description The C & I Commercial Relationship Manager is responsible for serving as a trusted business advisor to customers with revenues ranging from 10mm - 100mm. The Relationship Manager will provide a full breadth of banking solutions to meet their financial objectives and needs while also establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities . The C & I Commercial Relationship Manager is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions Prospect actively and successfully bring in new relationships to Northwest Develop and expand existing commercial banking relationships Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships Achieve and exceed budget goals as assigned individually and by region Actively participate in community and professional networking events Develop meaningful “Centers of Influence” relationships Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of both credit and noncredit clients Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management, compliance with Northwest policies and procedures, and with Federal and State regulations Participate in continued sales, product and credit training Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Education+ Work Experience Bachelor’s degree in Business, Accounting, Finance, Economics, or Marketing 5-6 years of account relationship management experience Experience consistently delivering strong sales performance Comprehensive knowledge and understanding of C & I lending, loan servicing, and credit and non-credit products. Strong negotiating skills in terms loan structure and pricing. Knowledge and understanding of risk management. *This individual will be responsible for covering the broader WNY region and can be based anywhere from Buffalo, NY to Syracuse, NY.* The base pay range for this position is generally $140,000 – $180,000 + eligibility for our competitive incentive plan. Actual pay is based on various factors including but not limited to the successful candidate’s experience, skills, and knowledge. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

📐 About this role WRITER is seeking a dynamic retail and corporate banking industry lead to join our team. This strategic role is designed for an experienced professional with a deep understanding of the retail and corporate banking business and processes and a proven track record of driving business growth and innovation. The ideal candidate has a deep interest in building AI solutions into banking-specific core workflows and will be responsible for developing and executing strategies that position WRITER as a leading solution provider for retail and corporate banks. This is a unique time to join a fast-growing AI startup that’s been building solutions for enterprises from its inception. Our team is a stellar and diverse unit, from groundbreaking AI researchers and engineers to go-to-market and customer success builders and scalers who are all maniacally focused on our mission: to transform work. As a key member of this unit, you would be a key person contributing to the growth of one of our core vertical businesses - a role that will be heavily intertwined with most of the organization; it is both hands-on and strategic. To be successful the candidate will need to be able to build strong working relationships across the organization, communicate complex topics in a digestible way to a variety of internal stakeholders (including technical personas) and guide them in the buildout and implementation of AI-enabled use cases. The candidate must be comfortable in client-facing conversations with senior executives in the banking industry. 🦸🏻‍♀️ Your responsibilities Help develop and implement a comprehensive go-to-market strategy for the corporate and retail banking industry, aligning with WRITER’s overall business objectives. Work with our Global head of financial services to design a financial services-specific product strategy, in collaboration with Solution Architects and other technical teams, to build WRITER’s offering in providing industry-specific AI solutions. Marketing: developing and telling the story of how WRITER will transform retail banking, corporate banking and markets workflows, in the language of our industry. Sales and Partnerships: Working closely with our talented, experienced Strategic sales team and GSI partners to generate and close deals. Delivery: working with our technical and customer success teams to build and implement GenAI applications that transform our clients’ businesses. Build and maintain strong relationships with key financial services clients, industry influencers, and partners in the region to drive adoption and growth. Represent WRITER at industry events, conferences, and trade shows in the region, showcasing our solutions and building our brand presence. Collaborate cross-functionally with teams, including sales, marketing, product, and engineering, to execute on the above successfully. You will report to the Head of financial services, as part of the GTM Strategy team. ⭐️ Is this you? Bachelor’s degree required; Master’s degree preferred. 10+ years at a major (global top 20) retail or corporate bank in a commercial role. Relevant experience at a top-tier consulting firm serving these institutions will also be considered. Deep understanding of the entire corporate and retail banking value chain, particularly AML/KYC, onboarding, credit memo, operational letters, and desire to build. Thrive in a scrappy, fast-paced environment - ours is not a mature product category, it will require creativity and active listening to figure out how WRITER’s solutions can be most transformative. A deep understanding of the legal, regulatory, policy and competitive dynamics affecting the retail and corporate banking environment. Strong presentation skills, executive presence, and written and verbal communication skills. Experience with AI-driven solutions or technology products in the sector. Strong analytical skills with the ability to interpret data and make strategic decisions. Creative thinker with a passion for innovation and problem-solving. Experience working cross-functionally with multiple stakeholders. 🍩 Benefits & perks (US Full-time employees) Generous PTO, plus company holidays Medical, dental, and vision coverage for you and your family Paid parental leave for all parents (12 weeks) Fertility and family planning support Early-detection cancer testing through Galleri Flexible spending account and dependent FSA options Health savings account for eligible plans with company contribution Annual work-life stipends for: Home office setup, cell phone, internet Wellness stipend for gym, massage/chiropractor, personal training, etc. Learning and development stipend Company-wide off-sites and team off-sites Competitive compensation, company stock options and 401k WRITER is an equal-opportunity employer and is committed to diversity. We don't make hiring or employment decisions based on race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, pregnancy, sex, gender expression or identity, sexual orientation, citizenship, or any other basis protected by applicable local, state or federal law. Under the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. By submitting your application on the application page, you acknowledge and agree to WRITER's Global Candidate Privacy Notice .

Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn't work together. So we expanded into software and started building integrated, omnichannel solutions – to help sellers sell online, manage inventory, offer buy now, pay later functionality, book appointments, engage loyal buyers, and hire and pay staff. Across it all, we've embedded financial services tools at the point of sale, so merchants can access a business loan and manage their cash flow in one place. Afterpay furthers our goal to provide omnichannel tools that unlock meaningful value and growth, enabling sellers to capture the next generation shopper, increase order sizes, and compete at a larger scale. Today, we are a partner to sellers of all sizes – large, enterprise-scale businesses with complex operations, sellers just starting, as well as merchants who began selling with Square and have grown larger over time. As our sellers grow, so do our solutions. There is a massive opportunity in front of us. We're building a significant, meaningful, and lasting business, and we are helping sellers worldwide do the same. The Role Square's purpose is economic empowerment. Since the company's beginning, we have been helping people start and manage their own businesses. The Banking Mobile team is a mobile development team focused on delivering high quality and seamless banking experiences. The team is responsible for both the mobile product surface for all of Square's banking products, and also a backend service that orchestrates service APIs to power our banking products. You will design, develop, and maintain functionality for Square's entire Banking product ecosystem. You will collaborate with other mobile and backend engineers plus our product and design teams to ensure that millions of merchants have a remarkable and reliable experience banking with Square. Mobile is a high priority for the Square Banking organization. You Will Lead the architecture, design, and implementation of critical features within our Banking product suite. Represent the team in architectural discussions and stakeholder conversations, serving as a bridge between our team and the broader organization. Help shape the future of our codebase by building flexible, extendable, and reusable components. Foster a culture of engineering excellence and mentor engineers of all experience levels. Hold yourself and your teammates to the highest standard of engineering excellence, with unwavering attention to product reliability. Work with product managers, designers, and data scientists to shape the future of Banking at Square. Help contribute to a culture of positivity, psychological safety, and inclusivity within the team. You Have 8+ years of iOS software engineering experience, developing scalable production software and an excellent command of engineering fundamentals. Proficiency in Swift and/or Objective-C. Proficiency in native iOS development using standard tools and frameworks. Experience working in complex technical projects, e.g. cross-team programs. An ability to lead and mentor software engineers to deliver solutions while fostering growth. A passion for building mobile products at all levels – from the low-level architectural decisions to the individual pixels. A desire to build products that our merchants will depend on every day to run their business. Technologies We Use and Teach Kotlin experience Backend service engineering experience We’re working to build a more inclusive economy where our customers have equal access to opportunity, and we strive to live by these same values in building our workplace. Block is an equal opportunity employer evaluating all employees and job applicants without regard to identity or any legally protected class. We will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and "fair chance" ordinances. We believe in being fair, and are committed to an inclusive interview experience, including providing reasonable accommodations to disabled applicants throughout the recruitment process. We encourage applicants to share any needed accommodations with their recruiter, who will treat these requests as confidentially as possible. Want to learn more about what we’re doing to build a workplace that is fair and square? Check out our I+D page . While there is no specific deadline to apply for this role, U.S. roles are typically open for an average of 55 days before being filled by a successful candidate. Please refer to the date listed at the top of this job page for when this role was first posted.

Convergint is looking for a full-time, enthusiastic, results-driven, and forward-thinking Banking Service Technician to join our amazing culture. In this role, you will troubleshoot, repair, and perform preventive maintenance on banking security equipment including security camera, access control, and alarm systems, banking drive-up equipment, vaults, safe deposit boxes, ATMs and more. Must have effective verbal, written, and interpersonal communication skills. As a Banking Service Technician, you are part of a dynamic team that allows you to grow as Convergint grows. For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers. Who You Are You have a passion for providing world-class service to customers, colleagues and communities. You are a person of integrity with a commitment to growth, accountability and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional Banking Service Technician. Who We Are With 20-years of proven growth and exceptional performance, our mission is to be our customer’s best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide. What you’ll do with “Our Training and Your Experience” Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers. The Banking Specialist is expected to be skilled in at least one of the three areas of specialization: locksmiths, drive up and electronic. Installs equipment and services/supports existing customers by responding to service calls. Drive up Specialists install, repair, rebuild, and service remote drive up systems, audio and video equipment. Locksmiths handle a variety of locking mechanisms from basic drawer locks to more complex locking devices such as vaults, secure keyways, and other systems unique to the banking industry. Electronics Specialists provide support for a variety of electrical and electronics projects. Installs, programs, tests, repairs, and services a variety of non-routine systems and equipment for drive up, locksmith and electronic projects. Systems include but are not limited to all manufacturers drive up equipment (including remote drive up), deal drawers, audio and video equipment related to drive up banking. Repairs or replaces damaged components of remote units. Troubleshoots, repairs, and replaces all components of remote, audio and video equipment. May install, configure, and support a variety of network systems and equipment for assigned projects. Performs preventative maintenance as needed. Acts as a mentor to less experienced staff by using technical knowledge, skills and experience. Handles moderately complex installations for the remote units such as alert systems. Installs new units with final connections, testing and training. Responds to moderately complex customer service calls, scheduled maintenance calls, and emergency and after-hours service calls on a timely basis. Work assignments are varied, and of moderate scope and complexity and may require originality and ingenuity in some situations. Identifies potential project challenges, communicates to appropriate parties and assists in the development and implementation of strategies to minimize deviations from estimated costs and project deadlines. Inspects completed work for conformance with specifications, requirements, and compliance with applicable with manufacturers specifications. Refers only the most complex issues to higher levels. Estimates cost, time, and materials for replacement equipment. Cleans, maintains, adjusts, calibrates, and services equipment used in the performance of duties. Executes all work in accordance with State and local regulations, general best practices as well as company health and safety policies and procedures. Uses strong troubleshooting skills to isolate and fix problems in malfunctioning equipment or software systems. Acts as “our customer’s best service provider” at all times thereby ensuring Convergint is the customer’s first choice for service. Communicates with and works with the other team members consistently to improve overall operations of the Convergint Center, and company. May advise management regarding customer satisfaction, product performance, installation techniques and standards as well as suggestions for product improvements. Keeps up to date and informed on all company policies. Presents a professional image of Convergint at all times in appearance and behavior. Performs other duties and responsibilities as requested or required. What You’ll Need Working knowledge of drive up, locking and electronic systems specific to banking industry. Basic knowledge of Digital Video Recorders (DVR’s) and Network Video Recorders (NVR’s) connected to the remote system. Solid knowledge of mechanical and electrical systems. Customer Focus – Maintaining awareness of and seeking to meet of the needs and wants of the customer. Strong communication skills both oral and written. Adaptability – Responds effectively to changes in situation or information. Must be able to pass high level security clearance Company Benefits Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits: 10 Company Holidays and Paid Time Off starting at 13 days annually Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Cell phone reimbursement (if applicable) Paid parental leave Requirements: Education: High School/GED or equivalent experience Preferred Experience: (but not required): Technical diploma and/or equivalent trade experience (e.g. Electrician) 1 year of previous banking specialist experience within a commercial, industrial, or facilities operation setting. Experience in 1 or more of the following industries: electronic, fire alarm & life safety, and/or building automation Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available.

Job Description Global Investment Banking Summer Associate – Houston What is the opportunity? RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region. We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic. RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks. RBCCM U.S. Summer Associate Program Each year, we invite rising second-year MBA students to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Associate Program. The program provides an opportunity for you to experience the culture and atmosphere of RBC Capital Markets and experience the role of a full-time Associate. What will you do? GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. Our Houston office recruits for the Energy industry group. Similar to full-time GIB Associates, Summer Associates will spend their time: Working on a variety of live transactions and client-facing business development initiatives in all areas of GIB Developing and preserving complex financial models Contributing to the delivery of client meetings and presentations Conducting research to analyze market trends Researching and analyzing future opportunities What do you need to succeed? In selecting Summer Associates, we look for the following: Students in their penultimate year of study at an accredited 2-year MBA program 2+ years’ work post-undergraduate work experience Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset Well-rounded set of interests and extra-curricular activities beyond academics What’s in it for you? We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual. From this experience you would gain: A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge A better understanding of RBC’s products and services The support of a mentor (typically a full-time Associate or Vice President) An opportunity to network and discuss career opportunities through a number of social events Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request. Job Skills Additional Job Details Address: 609 MAIN STREET:HOUSTON City: Houston Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2025-08-25 Application Deadline: 2026-01-01 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com About the Program Our Summer Internship is a 10- 12 week program designed to provide hands-on experience and exposure to the dynamic world of commercial banking and technology. As an intern, you’ll work alongside experienced professionals, participate in real projects, and gain insight into how technology drives innovation and client solutions at CIBC. Program Highlights: Leader Connect Sessions: Meet with members of our executive and leadership teams. Employee and Peer Connects: Build your network and connect with peers, business leaders and CIBC employees. Learning & Development: Access a variety of learning platforms to support your professional growth. What You’ll Be Doing CIBC’s Commercial Banking team is dedicated to supporting the financial needs of our business clients through expert advice, innovative solutions, and relationship-driven service. As an intern with one of our Commercial Banking teams, you’ll contribute to the by assisting with credit analysis, financial research, and client support activities. You’ll work alongside Relationship Managers and Credit Analysts to help deliver high-quality service and insights to our clients. You’ll participate in projects such as market research, data management, and process improvement initiatives, gaining hands-on experience in commercial banking. This internship is designed to help you develop your skills in a collaborative, fast-paced environment while learning from experienced professionals. Please note: this is a general application to the CIBC US summer intern program within Commercial Banking and Commercial Real Estate. More details on the team and skills required will be share during interviews. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. How You’ll Succeed Support Credit Analysis – Assist with financial analysis, credit reviews, and preparation of reports to support client needs and internal decision making. Collaborate with the Team – Work closely with Relationship Managers, Credit Analysts, and other partners to support client service and project delivery. Contribute to Projects – Participate in market research, data clean-up, and business case reviews, helping to drive results for both our clients and the bank. Learn and Grow – Demonstrate curiosity and a willingness to learn new systems and processes. Seek feedback and ask questions to support your development. Attention to Detail – Ensure accuracy in your work and help maintain high standards in all deliverables. Who You Are Analytical: You enjoy investigating problems and making sense of information. You communicate detailed information in a meaningful way. Collaborative: You’re motivated by collective success and enjoy working as part of a team. Detail Oriented: You know that details matter. Your critical thinking skills help to inform your decision-making. Goal Driven: You’re motivated by accomplishing your goals and delivering your best to make a difference. Values matter to you: You bring your real self to work and you embody values like trust, teamwork, and accountability. You are currently enrolled in a degree or diploma program in finance, accounting, business, economics, or a related field. You are comfortable using spreadsheets and data management tools. Experience with financial analysis is an asset. At CIBC, we offer a competitive total rewards package. This role has an expected salary equivalent to $25.00 per hour for the market based on experience, qualifications, and location of the position. This position does not offer visa sponsorship. California residents — your privacy rights regarding your actual or prospective employment #LI-TA At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential. What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit . We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location IL-120 S LaSalle St Employment Type Temporary (Fixed Term) Weekly Hours 40 Skills Accounting, Client Service, Collaboration, Credit Models, Detail-Oriented, Finance, Financial Analysis, Investment Research

About Columbia Credit Union Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions: Best of Clark County Award / The Columbian: 2008-2025 Best in Business Award / Vancouver Business Journal: 2013-2024 Corporate Philanthropy Award / Portland Business Journal: 2017-2024 Columbia CU Guiding Principles Vision : The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve. Mission : Bringing people together to make life better for themselves and their communities. Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want. Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams. Core Values People - We have a passion for helping each other and our members. Community - We have a passion for contributing to the success and growth of the communities we serve. Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve. Benefits 100% paid Medical, Dental, Vision for employee - eligible the 1st of the month following hire date Accrued PTO, Paid Sick Time, Accrued Extended Sick Time and 11 Paid Bank Holidays 401k Match- 100% match up to 6% employee contribution A hybrid or fully remote home office option can be considered in Vancouver, Washington or Portland, Oregon areas only AND only after all work from home requirements are met. Tuition Assistance And More! About The Role Responsible for Developing and maintaining larger and more complex commercial loan and deposit relationships. Accountable for prospecting new businesses and working with vertical business groups to deepen member relationships. Engage business owners and “C” suite executives in dialogue to provide holistic banking productions and solutions to meet a variety of lending and deposit needs. RESPONSIBILITIES Identify, attract and secure new commercial relationships that will grow the credit union’s Commercial & Industrial (C&I) portfolio. Achieve assigned production goals for loans, deposits and assigned fee income. Deliver results-oriented sales presentations to prospects and various organizations. Conduct regular outside sales and site visits, originate member business loans. Prepares and presents financial information and proposed structure for commercial loan to the pre-flight committee. Negotiates terms and conditions within assigned authority. Ensures timely and thorough monitoring of all credits through periodic reviews, continual analysis, and proper documentation. Possesses the ability to assist in remedy of deficiencies when appropriate. Conducts periodic interface with branch staff regarding Member Business Lending products and services. Responsible for meeting department, company and government-regulated audit and compliance requirements, including: Bank Secrecy Act, Regulation CC, Regulation E, HMDA reports, Reg. X disclosures, and Reg. Z financial data. This is achieved through audit reviews. Insures that all NCUA, DFI, credit union and loan policies and procedures are followed at all times. Completes all required annual or job specific training as assigned. Must have a thorough knowledge of credit union operating procedures, the ability to liaison between multiple credit union departments, be responsive to senior management requirements, and operate within prescribed budgetary limits. Responsible for attaining individual pre-established loan, deposit and cross selling goals through active calling on existing business members, referrals, centers of influence and branch staff. Performs other duties as assigned. REQUIREMENTS Minimum requirements include a degree in finance or related field, or an equivalent combination of education and experience 5 years commercial lending experience with strong credit and analytical skills. Must possess a thorough knowledge and extensive experience in Commercial Lending, including lines of credit, term loans, and business real estate lending. Knowledge and experience in SBA 7a and 504 financing is desired. Maintains a thorough knowledge of all applicable state and federal regulations and board policies. Must possess a thorough knowledge of Business Lending services and products as typically used by business members. Must recognize and encourage the importance of staff and department functioning within the larger scope of company-wide policies, products and data processing procedures. Must be professional, alert, and honest with an outgoing, positive approach to member service. Must be able to handle a large volume of detail while organizing the work of others. COMPENSATION $130,000-$160,000/ year + DOE Equal Opportunity Employer/AA Must be 18 or older to apply

Industry/Sector FS X-Sector Specialism Corporate and Business Strategy Management Level Senior Manager Job Description & Summary At PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. They analyse market trends, assess business performance, and develop recommendations to help clients achieve their goals. These individuals work closely with clients to identify opportunities for growth, optimise operations, and enhance overall business performance.As a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. Basic Qualifications : Minimum Degree Required : Bachelor Degree Minimum Years of Experience : 7 year(s) Preferred Qualifications : Degree Preferred : Master of Business Administration Preferred Knowledge/Skills : Minimum of 8 years of strategy consulting or industry consulting experience preferred. Demonstrates i n-depth level abilities , knowledge and/or a proven record of success in the Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management), either in professional consulting services or corporate roles, including: Helping companies define and evaluate corporate and business unit strategies and investment portfolios; Reflecting market, competitive and other external drivers with specific areas of focus including Corporate Strategy, Business Strategy, Deals Strategy, and Digital Strategy; Identifying and addressing client needs, rapidly building credibility, and maintaining and utilizing networks of client relationships; Managing teams / multiple work streams to establish successful project conclusion - i.e., delivery of quality work on time and within budget; Building productive relationships with team members and clients, both long term and day-to-day, by using a collaborative approach with thorough listening skills and the ability to manage through influence; Utilizing first principles thinking, and developing credible and pragmatic analytical approaches, frameworks and methodologies; Analyzing complex quantitative and qualitative data in an efficient manner and synthesizing the output into meaningful and actionable insights; Designing and conducting market research to understand consumer needs and purchasing behaviors; Communicating effectively in an organized and knowledgeable manner in written and verbal formats to senior audiences and being able to deliver difficult messages with persuasiveness and sensitivity; Demonstrating executive presence and ability to become a trusted advisor to the c-suite level clients; Identifying and pursuing new business opportunities, and leading client / market development; Attracting, retaining , assessing and developing staff / team members; Demonstrating flexibility and creativity in managing work-life balance of self and team members; Demonstrating Power User ability with MS Office suite of applications including Word, PowerPoint and Excel Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-workPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlinesThe salary range for this position is: $124,000 - $280,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Responsible for providing a high level of expertise in the area of computer systems with full technical knowledge of all phases of its lifecycle. The individual performs the tasks required to analyze, develop and support such systems. As a part of daily activity, the individual engages on production environments by analyzing and identifying root cause and resolving the issue in a timely manner. As a Senior Analyst, candidate works closely with product vendors and Business Analysts to ensure the successful project planning, development and deployment of the final solution. Duties & Responsibilities  Complete project assignments in research, analysis, design, coding, testing, troubleshooting and implementation of systems  Complete assignments on schedule, meeting operational and performance requirements  Interact with business users to gather and verify business requirements through formal and informal sessions  Translate business requirements into functional and technical requirements, tests plans and training materials, to be used in formal and informal training sessions.  Formulate and define systems scope and objectives, devising procedures to solve complex problems considering equipment capacity and limitations  Ask probing questions to have a full understanding of the scope and scale of the need and come up with sizing of effort  Participate in review sessions with business sponsor, other stakeholders and IT Development  Participate actively in the creation of project estimates, and the work plan, tracking progress to plan and adjusting approach to maintain commitments  Produce excellent, thorough, design and development documentation. Prepare technical documentation according to SDLC methodology  Develop detailed specification for which programs are written  Extremely hands-on in building data driven business applications.  Execute test cases, find and document any and all problems, bugs, or other issues (into a bug database) that affect systems  Participate in integration system testing and proactively help users in execution of IJAT cycle by documenting resolution in a defect tracking tool  Interact with business users to gather production defects, analyze and collaborate with the product vendor in production support and new development activities  Maintain bank's applications in production and support tasks required to resolve production issues in a timely manner  Support the change management process by documenting requests, evaluating criticality of changes to the business and impact to the project commitments  Ensure that performance and quality of products conform to established company standards; guidelines; specifications and customer requirements  Provide best-practices, state-of-the-aft consulting to internal receivers and other systems staff  Compliance of all Anti-Money Laundering Laws, Bank Secrecy Laws and KYC rules, regulations and the bank's BSA/AML policies and procedures Qualifications  Bachelor's degree in Computer Information Science, Computer Engineering or similar technical field required  3+ years or more on project implementation/management experience  Experience in banking or financial services industry, experience in Private Banking a plus  5+ years or more experience in core banking system T24.  Knowledge in Trade and Investment business.  Experience in third party software package implementation and support, debugging and trouble shooting. Experience with core banking systems implementation/packages/outsourcing, and interfaces a plus  Experience on .NET, Visual Studio, SQL Server, SQL Server Integration Services (SSIS), SQL Server Repotting Services (SSRS)- Java and Eclipse experience is a plus  Application troubleshooting / production support experience with Windows Server, UNIX, Linux and AS400 systems, IIS, Tomcat & WebSphere AS/MQ servers, JBoss  Application troubleshooting / production support experience with batch scheduling tools, services and monitoring  Knowledge in Web Application (HTTP Server, WebSphere Application Server, Database Server SQL, ODBC, TCP/IP)  Hands-on experience with source control & release management systems such as TFS, SVN, Git, BitBucket  Must be proficient with modeling and mapping tools (e.g., Visio, Enterprise Architect, etc.)  Experience in data warehouse building & maintenance is a plus  Understanding in SDLC and application software support  Demonstrated solid application development and support skills on Database modeling and administration, Web development, Systems testing and troubleshooting  Experience writing unit and system tests  Solid Problem Solving, Analytical skills and ability to work under little supervision or independently under high pressure production environment  Good oral and written communication skills in English and strong interpersonal skills to participate effectively in cross-functional teams  Demonstrated ability to self-manage, deal with ambiguity and to apply problem solving and critical thinking skills  Demonstrated success in delivery of multiple critical projects for an Investment Bank (Securities Industry)  Fluency in English  Fluency in Portuguese and/or Spanish is desirable

Primary Office Location: 626 Washington Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future. No Corporate Housing Provided. Application Deadline: October 17, 2025. Internship Overview/Summary: This position focuses on Asset-Based Lending and Equipment Finance lending needs. The purpose of this internship is to give a college student the opportunity to see all aspects of the Commercial Bank at FNB, with a focus on Credit Analysis and Underwriting. This would include but not be limited to: credit training, financial spreads and analysis, cash flow and collateral analysis; opportunities to shadow outside sales calling efforts with both Commercial Lenders and Business Partners, and interaction with Sales & Executive Management. In the role of Commercial Banking Intern, you have the opportunity to apply your knowledge of business and finance to real world scenarios within our commercial banking segment. Throughout this experience you will gain practical, challenging and meaningful on-the-job work experience as a commercial banking professional with an organization who is continuously recognized as a Top Workplace and Best Place to Work. Internship Duties and Responsibilities: Participate in credit training Participate in other systems training and be provided with the opportunity to work with credit analysts, portfolio managers and commercial lenders in tracking, administering and growing the Bank’s commercial portfolio Shadow either commercial lenders or their business partners on outside business calls Spend time interacting with other FNB business partners which may include: Private Banking, Treasury Management, Wealth/Brokerage, and Business Banking Spend time interacting with Commercial Administration Management (both Regional Banking Executive’s and Market Managers) Participate and attend FNB related events/trainings that are scheduled for all Summer Interns Learning Objectives: Our internship programs are designed to ensure you gain valuable skills in your field of study while providing networking opportunities with professionals throughout the organization. Over the course of the internship period you will: Gain hands-on experience working for a dynamic and innovative organization while learning about the financial services industry Work directly with assigned business leaders and professionals on various projects and assignments Have the opportunity to participate in networking events and meetings Have the opportunity to participate in corporate training opportunities to further aid in your professional development Position Title: Intern Business Unit: Multiple Reports To: Varies Based on Assignment Position Overview: As an intern at F.N.B., you have the opportunity to experience daily what you learned in your finance or economics classes, see how banks work satisfying the needs of businesses and consumers, enhance leadership skills working with high-performing executives, learn the skills that differentiates F.N.B in the marketplace, understand interest rates and other key financial drivers, acquire credit skills key to portfolio health and learn complex regulatory compliance issues and more. Possible positions include key support areas such as Finance, Marketing, HR, Project Mgmt. and Accounting. Primary Responsibilities: Learn aggressively: Be open to new ideas and concepts, ask questions and be intellectually curious. Opportunities are based on assigned department, possible examples include organizational structures, business etiquette, interpersonal/conflict resolution/sales/negotiation skills, industry information, products and services and functional responsibilities for various Bank departments. Analyze: Improve the quality of decision making by doing appropriate and thorough analysis. Potential examples are based on the department assigned but can include pricing decisions, financial analysis, qualitative analysis, credit risk mitigation, identifying borrowing needs, project timelines and marketing plans. Communicate well: Deliver information in a clear, logical and effective manner. Convey information both in writing and orally. Flex style to effectively communicate in one-on-one, small group and large-group settings. Possible examples include business meetings, sales calls, training sessions, email communication and conference calls. Display Teamwork: Work well with others to achieve group goals. Willing to leverage the experiences of members to generate improved results and maximum performance. Lead and follow with effectiveness. Willing to voice dissent and ask difficult questions. Listen, to learn. Examples include department or Intern projects. Get Results: Be accountable, responsible for the output of one's effort. Willing to manage risk while pursuing innovative solutions or techniques. Flexible to change course to improve outcomes and results. Understand the criticalness of quality-output. Meet deadlines, getting things done on time and under budget. Possible examples will be numerous in virtually every department in the Bank. Compliance/Integrity: Understand and follow all company policies and procedures. Meet all relevant legal and regulatory requirements. Complete required trainings and course work in a satisfactory manner and on time. Complete project assignments in conjunction with rotations and work with appropriate oversight to complete. Learn to accomplish objectives by developing and prioritizing actions steps and establishing and communicating the work plan to the appropriate participants. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: High School or GED Minimum Years Experience: 0 Special Skills: Needs to be officially enrolled in an undergraduate bachelor program with a major in areas such as Finance, Accounting, Marketing or Information Technology Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

If you are not sure that you’re 100% qualified, but up for the challenge – we want you to apply. We recognize the value of training our employees and the outcomes they can achieve. Audit Associate – Mortgage Banking At Richey May, we very much believe that our people are our promise – our promise to be the best partners to each other, our clients, and our community. As the largest independent accounting and consulting firm in the greater Denver area, we are known for our teamwork and work-life balance. If you are experienced audit talent, based remote or local, and are looking for a different kind of work experience, our Mortgage Banking team would love to talk to you! Many accounting firms claim work-life balance. Richey May Mortgage Banking has a proven record of inclusive, supportive, “we’re all in this together” team spirit that redefines the public accounting auditor experience. Our Core Value of Balance is built into our DNA; team outdoor activities and social events keep us connected to each other outside of the office. Our pets are even connected through the Pets of Richey May calendar! We are known as the Mortgage Experts and seek to solve the challenges others cannot. We create our futures as a team and celebrate every step we accomplish. Elevate Richey May is committed to creating a culture that fosters diversity, equity, and inclusion. Elevate is a cross-functional team of leaders of all levels throughout the firm working to bring different ideas, perspectives, and experiences to create a stronger, more inclusive and innovative work environment. Objectives: • To empower, promote, and mentor a diverse group of future leaders. • To educate leadership on different types of leadership and skill sets. • To utilize and leverage the talent pool at Richey May. • To attract and retain diverse pool of talented new employees. Benefits Just like our teamwork, our benefits package is also unique. We are proud to offer 27 days of paid time off and 10 paid holidays for this role to make sure you have a life outside of the office. As you progress in your career with us, we offer more paid time off. Our robust benefits package includes paid employee medical , employer health savings account contribution , life insurance, and long-term disability. Other voluntary benefits include short-term disability, accident, vision, dental, and medical for dependents. We also offer a discretionary profit-sharing 401k plan, certification bonuses, continuing professional education and education reimbursement. Our wellness programs also include an employee assistance program, paid bereavement leave and our Mental Health First Aid team, employees trained to support mental wellness throughout the firm. Employees are eligible for a performance-based incentive bonus on top of base salary. The salary range for this role is $50,000 to $75,000. Qualifications: Attained Bachelor’s degree (B.A.) from four-year College or university in Accounting, Taxation or related field preferred Knowledge of Word Processing software; Spreadsheet software and Accounting Software Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents CPA Certification or demonstrated progress towards obtaining CPA certification, including required coursework Sponsorship for nonimmigrant visas are not offered The Fun Stuff For Colorado-based team members, our technologically advanced office has gorgeous views for all (not just the few) with multiple common spaces designed to inspire innovation and collaboration. We also offer onsite locker rooms with showers and a quick-service restaurant on site with plenty more within walking distance. Firm-wide, we offer many community service activities through our Richey May Cares Foundation, regular firm socials, team-building activities and training programs to develop leaders at all levels. Don’t just take our word for it. Richey May has an enduring legacy of excellence recognized nationally. Some of our awards over the last three years includes: Inside Public Accounting “Excellence in Firm Culture” “Fastest Growing Firms” “Top 200 Firms” Accounting Today “Firms to Watch” “Fastest Growing Firms” “Top 10 Regional Leader” “Regional Leader” Housing Wire “Tech Trendsetters in Mortgage and Real Estate” “Tech 100 in Mortgage” Richey May & Co., LLP is an Equal Opportunity Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability, or any other characteristic protected by law. #LI-DNI

Come work with us: Metropolitan Commercial Bank (the "Bank") is a full-service commercial bank based in New York City. The Bank provides a broad range of business, commercial, and personal banking products and services to individuals, small businesses, private and public middle-market and corporate enterprises and institutions, municipalities, and local government entities. Metropolitan Commercial Bank was named one of Newsweek's Best Regional Banks and Credit Unions 2024. The Bank was ranked by Independent Community Bankers of America among the top ten successful loan producers for 2023 by loan category and asset size for commercial banks with more than $1 billion in assets. Kroll affirmed a BBB+ (investment grade) deposit rating on January 25, 2024. For the fourth time, MCB has earned a place in the Piper Sandler Bank Sm-All Stars Class of 2024. Metropolitan Commercial Bank operates banking centers and private client offices in Manhattan, Boro Park, Brooklyn and Great Neck on Long Island in New York State. The Bank is a New York State chartered commercial bank, a member of the Federal Reserve System and the Federal Deposit Insurance Corporation, and an equal housing lender. The parent company of Metropolitan Commercial Bank is Metropolitan Bank Holding Corp. (NYSE: MCB). Position Summary: The SVP, Head of Banking Operations, is responsible for leading core banking operations, driving efficiency, and increasing automation and compliance through technology-enabled solutions. This role oversees core functions, including bank reconciliation, deposit operations, and loan operations with an emphasis on continuous improvement to streamline processes and enhance service delivery. This role will focus on optimizing processes, implementing innovative strategies, and ensuring that the operations departments are positioned for future growth and success. This role will collaborate with various departments to streamline workflows, enhance productivity, and develop forward-thinking operational plans that support the company's long-term objectives. The role requires the ability to help the company think strategically about the changing operational environment with a focus on efficiency; coupled with appropriate tactical execution and the ability to influence and guide decisions based on their experience and industry knowledge. The Head of Banking Operations will regularly evaluate the efficiency and appropriateness of processes, best practices, as well as the overall performance across these operational teams. We have a flexible work schedule where employees can work from home one day a week. Essential duties and responsibilities: Lead the core banking Operations teams in driving operational enhancements and efficiency across loan operations, deposit operations, and reconciliations. Establish best practices and processes, solve critical problems, and manage performance effectively. Drive automation and process optimization to modernize operations and improve scalability. Identify and implement technology solutions to enhance efficiency and reduce operational risks. Lead system conversions and upgrades, ensuring seamless integration with operational processes. Define and execute the operational strategy to align with the bank's growth and digital goals. Build and lead high-performing teams, fostering a culture of innovation and continuous improvement. Partner with business leaders and stakeholders to address challenges, resolve issues, and enhance service capabilities. Ensure compliance with all regulatory and legal requirements through robust controls and risk mitigation strategies. Manage fraud risk through continuous evaluation and enhancement of controls. Monitor operational metrics and report on trends, performance, and issues to executive leadership. Collaborate with Human Resources to develop strategic staffing plans that address organizational growth and ensure proper structure within the department and to support operational demands. Build relationships with other departments such as marketing, finance, legal, compliance, and risk to identify important trends, potential problems, and opportunities. Set clear objectives for the team and utilize all available resources to address the toughest challenges. Act swiftly to resolve issues preventing the team from working effectively, presenting proactive ideas to support growth and maintain market competitiveness. Required knowledge, skills and experience: A minimum of 15 years of professional experience involving technology-focused process improvements, transformations, and system implementations with a strong emphasis on operational efficiency. Extensive knowledge in transaction banking, payment processing, and financial services, including: Managing operational risk, Deposit operations (e.g., item processing, deposit product management), Loan operations (e.g., loan booking, closing, and administration), Bank Reconciliations Proficiency in deposit and loan regulations including ECCHO Operating Rules Ability to establish and communicate a vision, solve problems from a high level, and be deeply involved in processes, systems and service delivery details. Strong analytical skills, excellent time-management and organizational habits, and effective communication and presentation skills for senior stakeholders. Experience working in dynamic, rapid growth environments with tight deadlines. Hands-on approach with strong interpersonal skills - able to build and manage relationships with team members, cross-functional colleagues, and external partners. Track record of leading and developing a team, investing in coaching and development. Potential Salary: $275,000 - $300,000 annually This salary range only reflects base wages and does not include benefits, bonus, or incentive pay. Salary bands are purposefully wide ranging to encompass the different factors considered in determining where a candidate falls in the range, including but not limited to, seniority, performance, experience, education, and any other legitimate, non-discriminatory factor permitted by law. Metropolitan Commercial Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

POSITION SUMMARY Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures. ESSENTIAL REQUIREMENTS Processes financial transactions for clients accurately and efficiently. Identifies client needs uncovered during business interactions and/or conversations, promotes products and services and refers clients to the appropriate bank colleague if needed. Builds client loyalty; establishes client relationships, including addressing each client by name. Consistently delivers exceptional customer service to each and every client. Follows established Bank policies, procedures and guidelines. Participates in retail sales programs to help meet personal and banking center goals. Actively participates in team meetings and participates in community projects and appropriate educational programs related to the position. Balances cash drawer and assists banking center team in operational duties (i.e.., balancing the ATM, vault and end of day work). Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and complies with the requirements. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned. EXPERIENCE/SKILLS One (1) or more years of customer or retail service experience preferred. Cash handling experience preferred. Ability to respond and assist clients with inquiries and/or problem resolution. Customer service and sales oriented. Careful attention to detail and time management. Good listening and verbal and communication skills. Good PC skills - ability to work in Windows based system essential. Ability to cross-sell bank products and services. Ability to work evenings and weekends based on banking center needs. Ability to communicate in another language is a plus. Good organizational skills. Ability to work in a team atmosphere. Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records. Ability to handle multiple tasks in a fast-paced environment. EDUCATION High School Diploma/GED required. TRAVEL REQUIREMENTS Ability to travel to all locations as needed for meetings, projects, training, seminars, etc. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description This role is heavily sales focused and we're looking for sales professionals who aren't afraid to knock on doors, prospect, and bring in new business clients to US Bank. Our Relationship Managers approach each and every day with a single purpose - to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. They have access to an expansive set of products and solutions to serve our business clients today and into the future. Responsibilities include: 65-70% of time spent on prospecting and developing new business for the bank. Build, develop, cultivate and manage new and existing relationships with business clients. Recommend financial solutions based on each client's unique goals and needs. Be the primary advisor for our business clients. Deliver financial expertise and client-centric solutions that build strong, long-term relationships. Assess and attend to clients' banking needs. Collaborate with internal partners to deliver a One Bank set of solutions to our business clients. Basic Qualifications Bachelor's degree, or equivalent work experience Five to seven years of relevant experience Preferred Skills/Experience Strong business development and relationship management skills Self-motivation, team player, positive personality, and production driven. Ability to work effectively with individuals and groups across the company to manage customer relationships Excellent presentation, verbal and written communication skills Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts Location We offer a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $117,725.00 - $138,500.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Pay Range: $17.50 - $19.62 The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required. Education and Experience: High School Diploma or Equivalent Minimum one year experience in related banking positions or equivalent sales/customer service experience Skills and Abilities: Excellent listening & communication skills Ability to approach, identify and have conversations with customers and identify needs and opportunities Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team Proficient computer skills Tasks Performed: 65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms & reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company. 25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner. 5% Participates in community events that support efforts with the Community Reinvestment Act CRA. 5% Performs other duties as assigned and required. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 50% of time Move about within or between locations Bend, Twist, Crouch, Squat Move Objects to Maximum 20 lbs Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Application Deadline: 10/09/2025 Address: 1590 Hamilton Ave. Job Family Group: Commercial Sales & Service Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: To Boldly Grow the Good in Business and Life. Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. Proactively develops and executes sales strategies to attract new business clients and expand existing relationships. Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. Generates appointments and opportunities to grow business results through targeted sales efforts. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Identifies prospective customers and cross-sells additional products and services to meet their needs. Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. Understands the local market and proactively develops relationships with centres of influence. Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support. Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio. Answers inquiries and provides accurate information about business banking products and services. Understands customer needs and offers financial solutions that meet customer goals. Resolves or escalates issues. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Provides input into the planning and implementation of operational programs. Executes work to deliver timely, accurate, and efficient service. Supports the development and promotion of a business/group program. Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk. Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service. Technical proficiency gained through education and/or business experience. Verbal & written communication skills- In-depth. Collaboration & team skills- In-depth. Analytical and problem solving skills- In-depth. Influence skills- In-depth. Data driven decision making- In-depth. Salary: $69,000.00 - $127,800.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Additional Responsibilities: We're leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Custom Orgs: Global LoS: Tax Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 4 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates extensive abilities and/or a proven record of success in dealing with tax issues facing multinational US companies or publicly traded entities, especially in the areas of tax consulting and tax reporting and compliance. Demonstrates extensive abilities and/or a proven record of success as a tax technical professional, researching business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service. Demonstrates extensive abilities and/or a proven record of success with automation & digitization in a professional services environment including but not limited to: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Demonstrates extensive abilities and/or a proven record of success in pricing, client value and the negotiation process, including reviewing contracts and finding opportunities to introduce new pricing options.Demonstrates extensiveabilities and/or a proven record of success in identifying and addressing client needs: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Demonstrates extensive abilities and/or a proven record of success in: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Demonstrates extensive abilities and/or a proven record of success as a team leader: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools. Participating in client discussions and meetings actively; Communicating a broad range of Firm services; and, Managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Executing corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; and, Providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. PwC Financial Technology ("FinTech") practice, servicing start-ups, financial services and technology companies with innovative products and offerings, is expanding rapidly with exciting opportunities. Our FinTech dedicated team is looking for a candidate to work closely on clients with the latest technologies and platforms in lending, digital banking, payments, crypto and blockchain, insurance and real estate.We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance