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Mizuho Financial group logo
Mizuho Financial groupNew York, NY

$110,000 - $130,000 / year

Banking Americas Mizuho's Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's client base of leading international corporations, financial institutions and public sector entities in the US and Canada. Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities. Summary Equity Capital Markets Analysts are directly involved in the origination, structuring and execution of equity and equity-linked transactions for existing and prospective clients, including initial public offerings, follow-on offerings, and convertible securities. An Analyst is expected to understand the implications, identify key industry and product trends, and provide input on pitch and deal material to enhance the ultimate deliverable. The Analyst will support Senior Managing Directors in originating and executing equity products for the firm's corporate clients. Analysts will collaborate with all parts of the bank, including Corporate/Investment Banking, as well as Debt Capital Markets. Equity Capital Markets spans across industry sectors. The Analyst will serve as a key team member responsible for highly complex undertakings which combine complex economic and financial analyses for our clients. Analysts are assigned to a variety of projects and are given a broad range of responsibilities, some of which include: Assist ECM professionals with deal origination and execution across a diverse range of product areas. Develop an understanding of market fundamentals and make market-informed contributions based on financing strategies and economic factors that address clients' specific needs. Work on live transactions and interact with clients and professionals from across the organization to build network and experience. Work as a product specialist with clients at top management level to create and deliver financing solutions through ECM products using financial and economic data and research. Design tailored presentations using and implementing current economic data and research for clients to outline solutions to their financing needs (e.g. general corporate financing, acquisition financing). Evaluate risk/return parameters of financing transactions Financial modeling, valuation, comparable & relative value analyses and market-specific analysis Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities Draft client pitches and marketing materials Assist in the development and continued cultivation of client relationships Qualifications: Bachelors degree in Finance or Economics and a minimum of 1+ years corporate finance and capital markets experience with a top tier global bank Knowledge of corporate finance, securities, financial markets and risk & pricing analysis Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions Ability to manage multiple projects simultaneously Ability to work under pressure and adhere to tight deadlines Strong written and oral communication skills and ability to convey ideas Creativity and intellectual curiosity Ability to work independently and must be able to work effectively in a team environment Advanced proficiency with FactSet, CapitalIQ, Bloomberg, Microsoft Office Series 79 & 63 The expected base salary ranges from $110K - $130k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.

Posted 30+ days ago

Seacoast National Bank logo
Seacoast National Bankratliff city, OK
Location: This position can be performed remotely within the United States. JOB SUMMARY: The Digital Banking QA Test Lead is responsible for the quality, planning, execution and reporting of end-to-end testing of various Digital Banking applications and components. This role will be focused on functional testing of product implementation across test environments and production deployment verification. The Test Lead will coordinate with multiple vendors and internal partners to devise and execute the test strategy. This role will play a key role in platform conversion and migration validation, driving the strategy, and ensuring quality delivery. The QA Test Lead plays a critical role throughout the Software Development Life Cycle (SDLC) for a digital banking team. They are primarily responsible for ensuring that all deliverables meet quality standards and regulatory requirements before deployment. The SQA Lead is involved early in the requirements and design phases, reviewing specifications for testability and compliance. During development, they define test strategies, initiate test case creation, and ensure proper integration of automated and manual testing. In the testing phase, they coordinate functional, security, and performance testing to validate system reliability and customer safety. Finally, in deployment and maintenance, they monitor production issues, lead root-cause analysis, and enforce continuous improvement practices to maintain high-quality digital banking experiences. Maintenances and upgrades are over the weekend and after hours during the week. The QA Test lead is expected to conduct all validations promptly during weekend maintenance, after hour maintenance, and upgrades for all digital banking platforms. The QA Test lead is expected to provide documentation of validations to the Product Manager. The Test Lead is the key resource for ensuring quality of the digital banking platform which leads to an improved customer experience. It is crucial to understand the customer experience for all variety of users including retail, small business, and commercial. ESSENTIAL DUTIES AND RESPONSIBILITIES: Understand business requirements, release notes, and expected functionality for the creation and execution of test plans Strong understanding of digital banking platforms including architecture and products functionality Strong partnership with lines of business to illicit specific requirements for new and updated functionality Create specific use case, product, and end-to-end test plans Coordinate and lead User Acceptance Testing (UAT), collection of all test results, defect documentation, and remediation with both internal and external (vendor based) resources Report testing defects or findings in context of its business value Plan, monitor and execute end-to-end test cases Ensure line of business involvement in test preparation and execution Coordinate Defect Management cycles with the implementation team, internal development, vendors, and project management Ability to present with a large audience, understanding the audiences being presented to. Maintain test data to cover pertinent customer, user, and transaction use cases [including appropriate product and account numbers] Provide testing results, defect reporting, and remediation requirements to Project Managers Identifying and implementing best practices across for user acceptance testing and postproduction validation Where possible, leverage automation to streamline regressions testing and reporting Participate in all testing and validation activities, including after hours or weekend validation as necessary Partner to present all Digital banking platform maintenance, upgrades, functional changes, validation results to test environments and production environments to the Change Advisory Board for approval. EDUCATION and/or EXPERIENCE: Bachelor's degree or equivalent experience in Computer Science, Management Information Systems, Software Development, Information Technology or Engineering. 7+ years' experience of software development testing and/or digital project management Deep E2E process understanding, including the customer facing and back-end testing for both happy and unhappy path validation Basic understanding of deposit and loan products Deep understanding of digital banking capabilities, back-end platforms, and associated infrastructure. Experience with Core and Digital banking vendors and their product(s) Experience with test automation tools a plus [ex. Selenium, LambdaTest, etc.] Ability to adapt to testing variations as needed as well as Agile methodologies Certification in Agile Project Management and/ or testing a plus Strong analytical, verbal and written communication skills Knowledge of programming languages and software systems The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties and skills. Because these statements are general, the job description is used for a variety of purposes including: job evaluations; performance appraisals; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry, while observing both the spirit and letter of all government regulations, laws and bank policies and procedures. #LI-PF1

Posted 2 weeks ago

Sofi logo
SofiCharlotte, NC

$160,000 - $275,000 / year

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: We are seeking a seasoned credit risk leader to develop, oversee, and continuously improve the risk governance framework for Small Business Banking products. This leadership position requires a strategic thinker with extensive experience in credit risk, small business banking and money movement, a solid understanding of FinTech operations, and the ability to lead a high-performing team. The successful candidate will collaborate closely with cross-functional teams to ensure the continued success of our credit risk strategy.This role will establish and maintain risk policies, controls, reporting, and oversight mechanisms that ensure sustainable growth, regulatory compliance, and robust risk management across all small business banking products, including lending products. What you'll do: Risk Governance & Framework Development -Design, implement, and maintain a comprehensive risk governance framework for Small Business Banking Provide oversight across risk types for all product and feature launches as well as partner with 1LOD risk owners on ensuring we are appropriately identifying, monitoring, and mitigating risks as part of our framework programs as we scale and grow this business. Oversee credit risk policies, underwriting standards, credit guidelines, and portfolio management procedures. Establish governance routines including reporting to risk committees Challenge and validate new account strategies to minimize risk. Assist with regulator/auditor requests and remediation plans. Portfolio Risk Management Monitor portfolio performance, early warning indicators, and key risk metrics; ensure issues are escalated promptly. Analyze macroeconomic data for business impact forecasts, trend analysis, and stress scenarios viability. Recommend strategy adjustments based on performance results, market conditions, and regulatory developments. What you'll need: 10+ years of experience in credit risk management, underwriting, or risk governance in Small Business Lending or adjacent commercial/small-ticket lending segments. Deep understanding of small-business banking and credit products, including term loans, lines of credit, SBA loans, merchant cash products, checking or embedded finance. Strong knowledge of regulatory frameworks (ECOA, Fair Lending, UDAAP, SBA SOPs) and portfolio risk management practices. Experience specifically with stress testing, model analytics, benchmarking, and review/challenge functions. Demonstrable ability to provide robust oversight, review, and challenge of risk management processes, portfolio risk reports, and credit data. Comprehensive understanding of credit analysis, counterparty risk, risk measurements, and portfolio stress testing. Knowledge of scenario design, sensitivity shocks, macroeconomic variables, and the risk identification process. Proficiency in using risk management tools and exposure monitoring processes. Exceptional analytical, communication, and executive presence skills. Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! Pay range: $160,000.00 - $275,000.00 Payment frequency: Annual This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above. SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Posted 2 weeks ago

Seacoast National Bank logo
Seacoast National Bankluna pier, MI
Location: This position can be performed remotely within the United States. JOB SUMMARY: The Digital Banking QA Test Lead is responsible for the quality, planning, execution and reporting of end-to-end testing of various Digital Banking applications and components. This role will be focused on functional testing of product implementation across test environments and production deployment verification. The Test Lead will coordinate with multiple vendors and internal partners to devise and execute the test strategy. This role will play a key role in platform conversion and migration validation, driving the strategy, and ensuring quality delivery. The QA Test Lead plays a critical role throughout the Software Development Life Cycle (SDLC) for a digital banking team. They are primarily responsible for ensuring that all deliverables meet quality standards and regulatory requirements before deployment. The SQA Lead is involved early in the requirements and design phases, reviewing specifications for testability and compliance. During development, they define test strategies, initiate test case creation, and ensure proper integration of automated and manual testing. In the testing phase, they coordinate functional, security, and performance testing to validate system reliability and customer safety. Finally, in deployment and maintenance, they monitor production issues, lead root-cause analysis, and enforce continuous improvement practices to maintain high-quality digital banking experiences. Maintenances and upgrades are over the weekend and after hours during the week. The QA Test lead is expected to conduct all validations promptly during weekend maintenance, after hour maintenance, and upgrades for all digital banking platforms. The QA Test lead is expected to provide documentation of validations to the Product Manager. The Test Lead is the key resource for ensuring quality of the digital banking platform which leads to an improved customer experience. It is crucial to understand the customer experience for all variety of users including retail, small business, and commercial. ESSENTIAL DUTIES AND RESPONSIBILITIES: Understand business requirements, release notes, and expected functionality for the creation and execution of test plans Strong understanding of digital banking platforms including architecture and products functionality Strong partnership with lines of business to illicit specific requirements for new and updated functionality Create specific use case, product, and end-to-end test plans Coordinate and lead User Acceptance Testing (UAT), collection of all test results, defect documentation, and remediation with both internal and external (vendor based) resources Report testing defects or findings in context of its business value Plan, monitor and execute end-to-end test cases Ensure line of business involvement in test preparation and execution Coordinate Defect Management cycles with the implementation team, internal development, vendors, and project management Ability to present with a large audience, understanding the audiences being presented to. Maintain test data to cover pertinent customer, user, and transaction use cases [including appropriate product and account numbers] Provide testing results, defect reporting, and remediation requirements to Project Managers Identifying and implementing best practices across for user acceptance testing and postproduction validation Where possible, leverage automation to streamline regressions testing and reporting Participate in all testing and validation activities, including after hours or weekend validation as necessary Partner to present all Digital banking platform maintenance, upgrades, functional changes, validation results to test environments and production environments to the Change Advisory Board for approval. EDUCATION and/or EXPERIENCE: Bachelor's degree or equivalent experience in Computer Science, Management Information Systems, Software Development, Information Technology or Engineering. 7+ years' experience of software development testing and/or digital project management Deep E2E process understanding, including the customer facing and back-end testing for both happy and unhappy path validation Basic understanding of deposit and loan products Deep understanding of digital banking capabilities, back-end platforms, and associated infrastructure. Experience with Core and Digital banking vendors and their product(s) Experience with test automation tools a plus [ex. Selenium, LambdaTest, etc.] Ability to adapt to testing variations as needed as well as Agile methodologies Certification in Agile Project Management and/ or testing a plus Strong analytical, verbal and written communication skills Knowledge of programming languages and software systems The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties and skills. Because these statements are general, the job description is used for a variety of purposes including: job evaluations; performance appraisals; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry, while observing both the spirit and letter of all government regulations, laws and bank policies and procedures. #LI-PF1

Posted 2 weeks ago

Moelis logo
MoelisNew York, NY

$175,000 - $225,000 / year

We are passionate about our business and our culture, and are seeking individuals with that same drive. Job Description We are currently seeking an experienced Associate to join our Power, Utilities & Infrastructure financial advisory practice in New York. Moelis Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude. Day-to-day responsibilities of an Associate include: financial analysis and modeling, company and industry research, preparing client presentations and interacting with senior bankers and clients. Primary Responsibilities: Supports senior managers in origination activities including (but not limited to): preparing historical and projected financial statements, provide analysis of financial implications of mergers and acquisitions and conducting public & private valuation analysis for major corporations Involved in execution activities, including basic responsibilities such as data gathering, analysis and material preparation, as well as taking responsibility for managing standard processes such as preparing deal documentation Builds and applies valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis and comparable acquisitions analysis Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals Conducts corporate operations reviews, portfolio analytic reviews and prepare risk/return valuations Gathers and processes market share data and shareholder and investor profile Required Skills & Experience: Results driven and able to perform well under pressure and against tight deadlines Strong analytical and numerical skills that put you at ease with financial data Proven team player who is able to effectively interact with a wide variety of internal groups and clients Strong multi-tasking skills Strong Microsoft Office suite (Excel a must) and financial reporting skills Education: Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range: $175,000 - $225,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Posted 30+ days ago

US Bank logo
US BankColumbia, MO

$94,010 - $110,600 / year

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 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. This role is heavily sales focused and we're looking for sales professionals who aren't afraid to knock on doors, cold call and bring in new business clients to US Bank. Role responsibilities include: Large portion 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 relationship management and business development abilities Well-developed analytical and problem-solving skills Knowledge of cash flow management, business, and commercial credit Basic knowledge of credit administration, analysis, Strong business development and relationship management skills Self-motivation, team player, positive and outgoing 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 The role offers 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: $94,010.00 - $110,600.00 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.

Posted 30+ days ago

Morgan Stanley logo
Morgan StanleyNew York, NY

$150,000 - $200,000 / year

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile The Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products and Distribution. Professionals in the Division assess and actively manage risk, trade securities, and structure as well as execute innovative transactions in the fast-paced and constantly changing global markets. Morgan Stanley aligns its municipal investment banking, underwriting, sales, trading, lending, and M&A advisory in one integrated organizational group under the umbrella of the Municipal Securities Division. Background on the Team Within Municipal Securities, the Public Finance Investment Banking group raises capital to fund projects for public sector entities and not-for-profit institutions in the United States. The group plans financial strategies and structures tax-exempt and taxable offerings along with derivative solutions to meet the needs of wide variety of important public organizations. Primary Responsibilities As an Associate in the Public Finance Investment Banking Department, you may: Provide investment banking services to the largest and most notable issuers nationwide in the public sector, housing, not-for-profit healthcare, and tax-exempt structured finance groups Prepare and execute live transactions, including crafting rating agency, investor roadshow, and sales memorandum materials Prepare marketing materials, from product pitches based on market dynamics to extensive responses and proposal requests Perform cash flow analyses to evaluate debt financing alternatives Update credit models and conduct peer credit analysis Monitor debt portfolios - identifying opportunities for refinancing or restructuring Conduct debt capacity and affordability analysis Research and analyze market data to share insights with clients Field and respond to client inquiries, including travel for client meetings and conferences Qualifications/Skills/Requirements: Experience in public finance banking or financial advisory services You have an advanced knowledge of MS Excel (preferred), DBC (preferred) and familiarity with other common software including Word and PowerPoint Strong work ethic, collaborative, ability to multi-task Adaptable, versatile, and analytical Bachelor's degree WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $150,000 and $200,000 per year commencement of employment for Associate. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 30+ days ago

Atlantic Union Bank logo
Atlantic Union BankGlen Allen, VA
Position Description The Business Banking Relationship Manager II calls on businesses and business owners with revenue up to $5,000,000. This role is focused on new business development and actively profiles clients and prospects in their market to generate loan, deposit and treasury services opportunities. The BBRM II is additionally actively focused on cross-sell referrals to various groups within the bank. Position Accountabilities Generate new business to assist in meeting Business Banking line of business goals established by the Head of Business Banking and in line with the company's organizational growth and profit goals. Actively assess needs of potential prospects and clients and provide appropriate financial solutions. Ensure proper loan underwriting and structuring is achieved through enforcement of the bank's Business Banking and Corporate loan policies and ensure that loans are properly approved in accordance with defined loan authorities and in conjunction with the centralized underwriting units. Make calls on high potential prospects and business banking customers to sell and service all banking needs (loans, deposits, investments & wealth management services, etc.). In addition, promotes and cross-sells other bank products and services to meet customer requirements as customer profiles are reviewed. Manage and monitor loan portfolio, all exceptions and past dues in accordance with loan policy. Proactively manage the loan portfolio regarding renewals to avoid matured loan facilities. Maintain a high level of customer satisfaction by providing ongoing relationship servicing, including the resolution of service issues of clients. Work closely with Relationship specialists, Business Banking Leaders to achieve sales and service targets. Assist in directing public relations activities and the coordination of contacts within the community including activity in local Community Reinvestment Act organizations. Coordinate business activities with our branch network to help set business product sales and service objectives. Develop and maintain constructive relations with all company departments, including, but not limited to retail banking, commercial banking, centralized underwriting units, treasury management, investments/wealth management, mortgage, loan operations, deposit operations, client call center, etc. Adhere to the necessary individual and group training for business banking relationship managers in regard to sales techniques, calling strategies, presentation skills and business banking practices and procedures. Perform assigned responsibilities in compliance with all job-relevant legal and regulatory requirements. Maintain current operating knowledge of all job-relevant legal and regulatory requirements through the successful completion of mandatory compliance and regulatory training and attendance at all mandatory regulatory compliance activities. Actively manage and maintain a pipeline for borrowing and non-borrowing customer opportunities. Organizational Relationship This position reports to the local Business Banking Leader Position Qualifications Education & Experience Bachelor's degree in related field or relevant work experience Formal credit analysis training Minimum of five years business banking and/or lending experience Minimum of five years comprehensive sales experience Knowledge & Skills Proven track record of high performance and success in a sales/service driven banking or financial services environment Effective leadership skill set Excellent interpersonal, public relations and client service skills Excellent organizational and verbal/written communication and sales presentation skills Proven ability to solve problems and make sound business decisions Some training and development experience Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits . We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Posted 30+ days ago

Camden National Corporation logo
Camden National CorporationCampton, NH
Live here. Play here. Bank here. Work here. If you're looking to build your career at a forward-thinking organization with deep community roots and a vision for growth, success, and giving back, you've come to the right place. Get to know us: We're your local community bank-and have been since 1875-that is committed to providing excellent customer service and giving back to our communities. We foster a collaborative, inclusive work environment as part of a close-knit team where your voice is valued and heard. Our highly engaged employees are rewarded for their performance and have ample opportunities for cross-training and advancement within the organization. We've been named one of the best places to work in Maine, and offer robust benefits focused on your holistic well-being. __ Primary responsibilities consist of business development to grow and acquire customer relationships, ensuring the banking center meets or exceeds their sales goals, leading service and sales management, managing the office, and overseeing risk and compliance. The essential functions are noted below; however, at Camden National responsibilities may evolve over time given organization, technological and/or staffing changes. At any point other duties may be assigned. Essential Duties and Responsibilities include the following: Oversees and directs activities of banking center staff to ensure banking center performance meets or exceeds goals - service, sales, financial and operations. Leads service and sales management effort. Manages, develops, coaches and motivates staff for optimum performance, holding staff accountable for results. Implements sales and service programs within the banking center to promote retention, expansion and acquisition of customer relationships. Leads and actively participates in business development activities for both consumer and small business. Employs Building Trusted Relationship skills to acquire, expand and retain customer relationships. Demonstrates a strong knowledge of bank products and solutions. Contact customers, business representatives, and community/civic organizations to promote goodwill and generate new business. Responsible for all areas of people management including recruiting, development, engagement, and performance management. Assesses local market conditions and identify current and prospective sales opportunities. Examine, evaluate, and process loan applications for customers following established procedures for safekeeping and control of assets, records, loan collateral, and securities. Direct, coordinate, and monitor activities to implement institution's policies, procedures, and practices concerning granting or extending lines of credit, real estate loans, consumer credit loans and commercial loans. Responsible for risk and compliance within the banking center including but not limited to formal audit results. Responsible for day-to-day management of facility. Supports and promotes the Bank's CRA Policy. Supervisory Responsibilities Manages 3-10 subordinate banking center staff. Is responsible for the overall direction, coordination, and evaluation of these units. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Bachelor's degree (B.A.) from four-year college or university; or five years or more related experience and/or training; or equivalent combination of education and experience. Language Skills Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of the organization. Mathematical Skills Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Computer Skills To perform this job successfully, an individual should have knowledge of Accounting software; Contact Management systems; Database software; Internet software; Spreadsheet software and Word Processing software. 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 with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk and sit. The employee is occasionally required to use hands to finger, handle, or feel and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. ____ Our comprehensive total rewards package offers something for everyone! Robust medical, dental, and vision insurance packages Generous time off, including paid federal holidays and paid day off for your birthday 401(k) retirement savings plan Tuition reimbursement, professional development, and career growth opportunities Employee assistance program Comprehensive wellness program Pursue a career at Camden National Bank and apply today. We can't wait to hear from you! _ ____ We are guided and inspired by our Core Values: Honest and Integrity above all else Trust built on fairness Service that creates remarkable experiences Responsibility to use our resources for the greater good Excellence through hard work and lifelong learning Diversity realized through inclusion and respect Equal Opportunity Employer Employment with Camden National is on an at-will basis, meaning employment is not guaranteed for any specific period of time, and any employment relationship established may be terminated by either party at any time, for any reason, with or without notice. Completion of an employment application is not a contract, express or implied, guaranteeing employment. Camden National Bank is an Equal Opportunity Employer and does not discriminate on the grounds of race, color, religion, sex, sexual orientation, including gender identity and gender expression, national origin, citizenship status, age, disability, genetic information or veteran status. Learn more about why employees love working at Camden National Bank!

Posted 30+ days ago

T logo
Truist Financial CorporationNew York, NY
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Works closely with senior banking professionals, product specialists, clients and other internal and external constituencies to help drive the business growth Leads support work, business development and/or product/client relationship management Assists in the generation of ideas and strategies for new business opportunities including prospecting Leads processes required to convert ideas to sales pitches, including due diligence execution and client pitch preparation Leads all aspects of transaction execution, including organizing teams and handling engagement with internal and external constituencies, selling product and advisory ideas internally and externally, and managing resolution of complex client transaction issues May supervise junior staff (i.e., Analysts, Interns, and Associates) by assigning and overseeing their day-to-day work Manages highly complex financial modeling, pitch-book production development, client relationship, and deal team travel, etc. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. BA/BS degree Minimum of 8 years of related work experience In-depth knowledge of investment banking, market, industry sector and/or financial products Advanced skills in financial analytical, sales, presentation, client relationship management, organizing, leadership and interpersonal relationship management Superior skills in written and oral communications Preferred Qualifications: MBA degree, with a Finance focus 10+ years of related work experience 2-4 years of management experience The annual base salary for this position in New York is $275,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Posted 30+ days ago

Huntington Bancshares Inc logo
Huntington Bancshares IncIrving, TX
Description Summary: The Regional Banking Relationship Manager, Senior is responsible for acquiring new business relationships to Huntington as well as maintaining and deepening business relationships with existing customers. This is done by providing insights and guidance to business owners. Depending on market assigned portfolio size recommended as 30 to 60 clients Target market is businesses with sales sizes $2 MM to $50 MM and credit exposures up to $25 MM. This role serves a senior level sales position within Regional Banking with heavy focus on business with greater than $25 MM in sales and functions as the back-up to the Market Manager while providing credit and mentoring guidance to junior colleagues. Duties and Responsibilities: Acquires new, profitable business relationships through aggressive prospecting, networking and providing insights and advice. Builds and maintains a robust network of local market COI relationships, both external and internal. Analyze, structure and close profitable loan transactions of the most complex nature in Regional Banking. Maintain and confirm credit worthiness of customers. Gather, review and track appropriate documentation from applicants. Manages and maintains strong relationships with a book of existing business customers by providing insights and advice. Segment target markets are businesses between $2-$50 million in sales size with aggregate credit exposures up to $25million. Heavy focus on businesses above $25 MM in sales size. Deepens existing relationships through active engagement of internal partnerships and providing insightful advice and guidance to customers. Delivers the entire bank to customers. Responsible for Portfolio Management in varying sizes in terms of complexity of credits and number of accounts to include quarterly portfolio reviews, and CAR and collecting of necessary document. Works with the Huntington Loan Center and Commercial Loan Servicing department to ensure accuracy and completeness of credit packages and delivery. Represents the bank within the community through representation on keyboards and at business and community functions. Works well within a team environment and collaborates closely with internal partners to deliver customer solutions. Partner with more junior Regional Banking colleagues on more complex credits. Performs other duties as assigned. Basic Qualifications: Bachelor's degree or equivalent (4 year of education and Business Banking/ Commercial lending experience) 10+ years of Business Banking/Commercial Banking experience Preferred Qualifications: Well-versed in complex commercial credits with 10+ years Business Banking or Commercial sales experience Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 30+ days ago

Robinhood logo
RobinhoodNew York, NY

$150,000 - $225,000 / year

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn't a place for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The Money team's mission is to design best-in-class financial experiences that empower users to manage and move their money with confidence. We work cross-functionally with product, engineering, content design, and research to deliver solutions that are accessible, user-focused, and scalable. The team operates like a nimble startup within Robinhood-lean, innovative, and collaborative. As Design Manager, you will lead a small but growing team focused on our Credit Card and Banking products, including the Gold Credit Card and our suite of banking tools. You'll serve as a player-coach, guiding IC designers while also contributing hands-on. You'll work to elevate the visual quality, UX consistency, and user delight across all surfaces, while collaborating closely with product leaders to drive strategic outcomes! This role is based in our Menlo Park, CA, New York, NY, or Seattle, WA office(s), with in-person attendance expected at least 4 days per week. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. What you'll do Lead and grow a small team of IC designers, coaching them in both UX and visual excellence. Contribute hands-on to design work, especially in areas with high visual impact or strategic complexity. Collaborate with cross-functional partners to define and evolve product experiences for Robinhood's Credit Card and Banking products. Drive coherence and quality across all banking and credit card product experiences. What you bring Proven experience leading and mentoring design teams, including managing direct reports. A strong portfolio demonstrating high visual and UX standards, especially in consumer-facing digital products. Ability to push product thinking and advocate for user-centered design at all stages of the development cycle. Experience operating in fast-paced environments and working with lean, cross-functional teams. (Nice to have) Familiarity with fintech. Leadership Expectations Our ambitious roadmap requires a great culture shaped by exceptional leaders. Here's what we expect from them: Drive high performance by setting clear, focused goals, giving real-time feedback, stretching top talent, and scaling impact through focus, innovation, and tech. Hire and retain top talent by setting a high bar, hiring only those who raise it, investing in onboarding, and addressing talent issues quickly and fairly. Create community by connecting work to purpose, removing friction while prioritizing safety, building trust and inclusion, and leading from the front with integrity. What we offer Challenging, high-impact work to grow your career. Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching. Best-in-class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents. Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more. Employer-paid life & disability insurance, fertility benefits, and mental health benefits. Time off to recharge including company holidays, paid time off, sick time, parental leave, and more! Exceptional office experience with catered meals, events, and comfortable workspaces. In addition to the base pay range listed below, this role is also eligible for bonus opportunities + equity + benefits. Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process. Base Pay Range: Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC) $191,000-$225,000 USD Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) $168,000-$198,000 USD Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) $150,000-$176,000 USD Click here to learn more about our Total Rewards, which vary by region and entity. If our mission energizes you and you're ready to build the future of finance, we look forward to seeing your application. Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work-welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the Privacy Policy for your country of application.

Posted 2 weeks ago

PwC logo
PwCBoston, MA
Industry/Sector FS X-Sector Specialism Corporate and Business Strategy Management Level Senior Associate 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. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others. Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. Use critical thinking to break down complex concepts. Understand the broader objectives of your project or role and how your work fits into the overall strategy. Develop a deeper understanding of the business context and how it is changing. Use reflection to develop self awareness, enhance strengths and address development areas. Interpret data to inform insights and recommendations. Uphold 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. The Opportunity As part of the Strategy Consulting team you are tasked with developing and implementing corporate strategies to drive long-term growth and sustainability in the Financial Services industry. As a Senior Associate you are responsible for analyzing complex problems, mentoring others, and maintaining exemplary standards while building meaningful client connections and navigating increasingly intricate situations. You are expected to utilize AI and analytics to derive insights, drive data-informed decision-making, and implement automation solutions to enhance operational productivity and effectiveness. Responsibilities Analyze intricate challenges to provide actionable insights and solutions Mentor and guide junior team members to foster professional development Build and maintain enduring client relationships to understand their needs and objectives Implement automation solutions to enhance operational productivity Navigate complex scenarios with adaptability and strategic thinking Uphold exemplary professional and technical standards in client engagements What You Must Have Bachelor's Degree 3 years of strategic consulting/professional services experience within the Financial Services industry What Sets You Apart Master of Business Administration preferred Developing and implementing corporate strategies for growth Identifying and analyzing business opportunities Designing digital transformation initiatives Driving innovation in products and services Utilizing AI and analytics for insights Implementing automation solutions Building and maintaining client relationships Conducting market research and analyzes Travel Requirements Up to 60% 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: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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

Posted 2 weeks ago

B logo
BMO (Bank of Montreal)Naperville, IL

$102,000 - $190,000 / year

Application Deadline: 01/29/2026 Address: 320 S Canal Street Job Family Group: Audit, Risk & Compliance 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 Senior Manager- Business Banking Credit Risk Strategy develops and maintains risk decision-support strategies using analytical solutions to enable high-quality, fact-based decisions for a designated risk portfolio. Supports the development of the strategy and roadmap for data quality, data analytics, data modeling, reporting, business intelligence, and the design and development of sophisticated decision support tools. Understanding the key drivers of losses and P&L, their relative importance and the current trends; apply this knowledge effectively to forecast losses meaningfully and accurately; Analyze underlying model outputs relative to other business, ensure that the models provide rational and logical output, Reconcile detailed financial data from disparate data sources, Present the findings to various key stake-holders and senior management across the US Banking organization, specifically Business Banking and Small Business Cards; Hold discussions with and present to various review and challenge teams, internal and external auditors and regulators; Ensure best in class governance and documentation practices for these functions; Drive process efficiencies through automation for the underlying data, forecasting and reporting processes. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. May network with industry contacts to gain competitive insights and best practices. Interprets new regulations and assesses impacts to the risk strategy framework. Influences and negotiates to achieve business objectives. Identifies emerging issues and trends to inform decision-making. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. Measures the effectiveness of risk decision strategy management framework; recommends changes as required. Conducts independent analysis and assessment to resolve strategic issues. Leads the development and maintenance of the risk strategy management framework. Acts as the prime subject matter expert for internal/external stakeholders. Represents the decision strategy function during internal/external regulatory audits and/or examinations. Ensures alignment between stakeholders. Designs and produces regular and ad-hoc reports, and dashboards. Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis and reporting. Defines business requirements for analytics & reporting to ensure data insights inform business decision making. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Leads and integrates the monitoring, measurement & reporting on the status of the risk decision strategy performance to internal & external stakeholders. Leads the management of governance meetings and maintenance of governing body mandates, oversight and approval guidelines. May provide specialized support for other internal and external regulatory requirements. Leads in the design, implementation and management of core business/group processes. Develops and maintains risk strategies using analytics, predictive modelling and business rules to optimize decisions and productivity. Supports the planning and execution of the change management process including simulation, validation testing and reporting requirements to evaluate the effectiveness of the new or modified strategies. Provides advice and guidance to assigned business/group on implementation of analytical solutions. Develops and maintains in-depth knowledge of business product strategies and related risk management requirements and legislative/ regulatory directives. Works with stakeholders to identify the business requirements, understand the profitability structure, the risk / return assessment and the expected outcomes. Works with data owners to discover and select available data sources from internal sources and external vendors (e.g. lending system, payment system, external credit rating system) to fulfill analytical needs. Works with internal and external stakeholders to understand the capabilities of risk models and core risk systems to ensure effectiveness of risk decision strategies. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Summarizes statistical findings and draws conclusions and presents actionable business recommendations. Presents findings & recommendations in a simple, clear way to drive action. Consults with stakeholders to improve consistency and transparency of risk measurement, metrics and reporting. Monitors and tracks performance; addresses any issues. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. In-depth / expert product knowledge for the designated business / portfolio. In-depth / expert knowledge of risk management theory, processes and portfolio management reporting techniques. In-depth / expert knowledge of modelling & analytics concepts and applications. In-depth / expert knowledge of risk systems technology. In-depth / expert knowledge of regulatory requirements. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills- In-depth / Expert. Analytical and problem solving skills- In-depth / Expert. Influence skills- In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration- In-depth / Expert. Able to manage ambiguity. Data driven decision making- In-depth / Expert. Salary: $102,000.00 - $190,000.00 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.

Posted 1 week ago

Sofi logo
SofiSan Francisco, CA

$160,000 - $275,000 / year

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: We are seeking a seasoned credit risk leader to develop, oversee, and continuously improve the risk governance framework for Small Business Banking products. This leadership position requires a strategic thinker with extensive experience in credit risk, small business banking and money movement, a solid understanding of FinTech operations, and the ability to lead a high-performing team. The successful candidate will collaborate closely with cross-functional teams to ensure the continued success of our credit risk strategy.This role will establish and maintain risk policies, controls, reporting, and oversight mechanisms that ensure sustainable growth, regulatory compliance, and robust risk management across all small business banking products, including lending products. What you'll do: Risk Governance & Framework Development -Design, implement, and maintain a comprehensive risk governance framework for Small Business Banking Provide oversight across risk types for all product and feature launches as well as partner with 1LOD risk owners on ensuring we are appropriately identifying, monitoring, and mitigating risks as part of our framework programs as we scale and grow this business. Oversee credit risk policies, underwriting standards, credit guidelines, and portfolio management procedures. Establish governance routines including reporting to risk committees Challenge and validate new account strategies to minimize risk. Assist with regulator/auditor requests and remediation plans. Portfolio Risk Management Monitor portfolio performance, early warning indicators, and key risk metrics; ensure issues are escalated promptly. Analyze macroeconomic data for business impact forecasts, trend analysis, and stress scenarios viability. Recommend strategy adjustments based on performance results, market conditions, and regulatory developments. What you'll need: 10+ years of experience in credit risk management, underwriting, or risk governance in Small Business Lending or adjacent commercial/small-ticket lending segments. Deep understanding of small-business banking and credit products, including term loans, lines of credit, SBA loans, merchant cash products, checking or embedded finance. Strong knowledge of regulatory frameworks (ECOA, Fair Lending, UDAAP, SBA SOPs) and portfolio risk management practices. Experience specifically with stress testing, model analytics, benchmarking, and review/challenge functions. Demonstrable ability to provide robust oversight, review, and challenge of risk management processes, portfolio risk reports, and credit data. Comprehensive understanding of credit analysis, counterparty risk, risk measurements, and portfolio stress testing. Knowledge of scenario design, sensitivity shocks, macroeconomic variables, and the risk identification process. Proficiency in using risk management tools and exposure monitoring processes. Exceptional analytical, communication, and executive presence skills. Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! Pay range: $160,000.00 - $275,000.00 Payment frequency: Annual This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above. SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Posted 2 weeks ago

PwC logo
PwCCharlotte, NC
Industry/Sector Banking and Capital Markets Specialism Operations Management Level Senior Associate Job Description & Summary A career within Operations Consulting services, will provide you with the opportunity to help our clients optimise all elements of their operations to move beyond the role of a cost effective business enabler and become a source of competitive advantages. We focus on product innovation and development, supply chain, procurement and sourcing, manufacturing operations, service operations and capital asset programmes to drive both growth and profitability. 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 Senior Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. The Opportunity As part of the Functional and Industry Technologies team you are expected to focus on payment cards, merchant services, commercial payments, transaction banking, or payment hub solutions. As a Senior Associate, you are to analyze complex problems, mentor others, and maintain rigorous standards. You are responsible for understanding transaction life cycles of payment products and solutions, financial operations, and data and payment systems interactions. Responsibilities Analyze complex payment product life cycles Mentor and guide junior team members Maintain top-quality standards in every deliverable Understand financial operations and data interactions Provide insights on payment systems Build and sustain client relationships Develop a thorough understanding of payment solutions Utilize firm methodologies and technology resources What You Must Have Bachelor's Degree 2 years of experience 3+ years of experience in payments or financial technology product management or solution development role(s) What Sets You Apart Thorough knowledge and understanding of product and solution focusing on payment cards, merchant services, commercial payments, transaction banking, or payment hub solutions Thorough knowledge and understanding of payment processing and financial services Transaction life cycles of payment products and solutions Financial operations, including settlement operations, reconciliation, and exception processing Operations and administration of Financial Services businesses Data and payment systems interactions including IT tools and technology Documentation and the identification of key controls within payment transaction lifecycles Participating in client discussions and meetings actively Communicating a broad range of offered consulting services Managing workstream(s) or small team engagements Preparing concise, accurate documents Utilizing PC applications including Microsoft Word, Excel, PowerPoint and Project Maintaining project economics while maintaining flexibility for unanticipated issues Creating a positive environment Monitoring workloads of the team while meeting client expectations Respecting the work-life quality of team members Providing candid, meaningful feedback in a timely manner Keeping leadership informed of progress and issues Answering questions and providing direction to less experienced staff Developing, writing, presenting and facilitating discussions on strategy to various levels of industry audiences Travel Requirements Up to 60% 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: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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

Posted 4 weeks ago

US Bank logo
US BankAtlanta, GA

$132,260 - $155,600 / year

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 U.S. Bancorp Corporate Audit Services (CAS) welcomes applications from talented professionals to join our growing Digital, Technology, and Operations audit team. This position will support audit coverage of Corporate and Commercial Banking back-office functions, focusing on commercial loan processing, foreign transaction processing, and global trade operations within the Wealth, Corporate, Commercial and Institutional Banking Operations (WCIBO) business line. WCIBO provides operational support to all Wealth, Corporate, commercial and Institutional Banking units, as well as select Consumer and Business Banking (CBB) business groups, with a focus on service, a reduced risk profile, innovative operational solutions, and client support. The CAS Audit Project Manager is primarily responsible for supervising staff in the completion of audit engagements with minimal supervision from managers, however there are no direct reports. The Audit Project Manager is expected to monitor progress of audit engagements against plan and schedule, assess work performed by the audit engagement team, and provide coaching and on-the-job training for team members to ensure engagements are completed in conformance with internal audit policies and procedures. Primary Responsibilities: Supervising audit staff in the completion of audit engagements, ensuring the highest quality work delivered timely. Supervision includes: Assessing work performed by staff by providing coaching notes that are relevant to the scope, accuracy and completeness of work performed. Performing sufficient reviews to ensure work contains relevant facts to support audit scope and conclusions and adhere to internal audit policies and procedures. Reviewing issues to ensure potential exposures and significance are included, root causes are identified, and operationally effective and cost-effective actions to address those causes are developed into appropriate recommendations. Completing or assisting managers in planning audit engagements. Includes identifying and analyzing business processes, key risks, and critical controls; interviewing auditees; determining audit scope; evaluating control design adequacy; and developing audit programs which provide sufficient guidance for testing control performance effectiveness and making evaluations which effectively achieve audit objectives. Assisting the managers in reporting and wrap up phases of audits. Includes appropriate disposition of issues and drafting audit reports which include issues. Monitoring progress of audit engagements against plan and schedule. Includes making necessary adjustments and promptly completing work paper reviews on a timely basis to ensure all issues are identified and dispositioned prior to report draft issuance. Providing on-the-job training for staff. Includes business knowledge of products, services, and delivery systems; company policies and procedures; applicable laws and regulations; and formal/informal control frameworks. Collaborating across the three lines of defense regarding business processes, risks, and controls. Coordinating audit activities by integrating other internal audit subject matter teams (product/service, technology, compliance, financial crimes, etc.) to ensure appropriate and efficient coverage of the business products, services, and processes. Managing the team's workload to assist other audit teams when resources are needed for areas of higher risk. Expand use of data analytics by the Operations audit team Performing other duties as requested by management. Basic Qualifications: Bachelor's degree, or equivalent work experience Typically more than eight years of applicable experience Preferred Skills/Experience Typically has 8 or more years of applicable experience working with Corporate and Commercial Banking loans and various capital markets products Considerable knowledge of commercial banking operations, products/services, systems, and associated risks/controls, including Syndicated Loans, Equipment Finance, Commercial Real Estate, Asset Based Finance, and capital markets products (e.g. foreign exchange, derivatives, international remittance, and letters of credit). Considerable knowledge of Risk/Compliance/Audit competencies Considerable knowledge of applicable laws, regulations (Swap Dealer Reporting, Volker Rule, Dodd-Frank), financial services, and regulatory trends that impact bank operations Strong process facilitation, project management, and analytical skills Ability to manage multiple tasks and deadlines simultaneously Must possess business acumen and credibility to help business line(s) proactively identify and address changing workforce needs Strong presentation, interpersonal, written, and verbal communication skills Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications and word processing, spreadsheets, databases, and presentations Experience with Archer and TeamMate+ CIA, CISA, CPA, or other relevant professional designations or advanced degree Location expectations This role requires working from a U.S. Bank location three (3) or more days per week. 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: $132,260.00 - $155,600.00 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.

Posted 3 days ago

PwC logo
PwCMelville, NY

$99,000 - $266,000 / year

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. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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

Posted 30+ days ago

PwC logo
PwCCharlotte, NC

$124,000 - $280,000 / year

Industry/Sector FS X-Sector Specialism Operations Management Level Senior Manager Job Description & Summary At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance. As an operations consulting generalist at PwC, you will possess a broad understanding of various aspects of operations consulting. You will provide comprehensive guidance and support to clients in optimising operational efficiency and effectiveness. Working in this area, you will analyse client needs, develop operational solutions, and offer recommendations tailored to specific business requirements. 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. The Opportunity As part of the Operations Consulting team you drive client implementation efforts involving payment systems and transaction processing. As a Senior Manager, you serve as a strategic advisor, utilizing your specialized knowledge and technical acumen to deliver quality results and provide strategic input into the firm's business strategies. You manage consulting resources, lead project management workstreams, and employ creative problem-solving abilities to thrive in intensive delivery settings. Responsibilities Direct client implementation efforts focusing on payment systems and transaction processing Apply creative problem-solving skills in demanding delivery environments Leverage specialized knowledge and technical proficiency to achieve quality results Facilitate strategic input into the firm's business strategies Cultivate teams through impactful leadership Maintain adherence to the firm's code of ethics and professional standards What You Must Have Bachelor's Degree 7 years of experience What Sets You Apart Master's Degree preferred Proficiency in product and software delivery lifecycle Driving client implementation efforts in payment systems In-depth understanding of the Payments ecosystem Specialized knowledge in consumer or commercial payments Experience managing consulting resources in financial services Leading project management workstreams and teams Exceptional writing and communication skills Entrepreneurial ambition to enhance client contexts Travel Requirements Up to 80% 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: $124,000 - $280,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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

Posted 4 weeks ago

PwC logo
PwCSan Francisco, CA

$150,000 - $438,000 / year

Industry/Sector Banking and Capital Markets Specialism Industry Tax Practice Management Level Director Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Financial Services Tax team you are expected to lead the way as technologyenabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. You are expected to provide exceptional technical knowledge and specialization, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs. Responsibilities Set the strategic direction for the Financial Services Tax team Lead business development initiatives to drive growth Oversee multiple projects maintaining quality delivery Maintain executive-level client relationships Provide technical knowledge and industry insights Foster a culture of digitization and automation Equip professionals to succeed in complex transactions Leverage One Firm knowledge to address client needs What You Must Have Bachelor's Degree in Accounting 6 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart Considerable knowledge of tax issues in banking industry Considerable knowledge of public accounting practices Significant technical skills including FAS 109 and FIN 48 Identifying and addressing client needs Developing and sustaining meaningful client relationships Preparing and presenting complex written and verbal documents Leading teams to generate a vision and establish direction Utilizing automation and digitization in professional services Evaluating and negotiating new and existing contracts 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. 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-deadlines The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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

Posted 30+ days ago

Mizuho Financial group logo

Investment & Corporate Banking - Equity Capital Markets, Analyst

Mizuho Financial groupNew York, NY

$110,000 - $130,000 / year

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Job Description

Banking Americas

Mizuho's Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's client base of leading international corporations, financial institutions and public sector entities in the US and Canada.

Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities.

Summary

Equity Capital Markets Analysts are directly involved in the origination, structuring and execution of equity and equity-linked transactions for existing and prospective clients, including initial public offerings, follow-on offerings, and convertible securities. An Analyst is expected to understand the implications, identify key industry and product trends, and provide input on pitch and deal material to enhance the ultimate deliverable.

The Analyst will support Senior Managing Directors in originating and executing equity products for the firm's corporate clients. Analysts will collaborate with all parts of the bank, including Corporate/Investment Banking, as well as Debt Capital Markets. Equity Capital Markets spans across industry sectors.

The Analyst will serve as a key team member responsible for highly complex undertakings which combine complex economic and financial analyses for our clients. Analysts are assigned to a variety of projects and are given a broad range of responsibilities, some of which include:

  • Assist ECM professionals with deal origination and execution across a diverse range of product areas.
  • Develop an understanding of market fundamentals and make market-informed contributions based on financing strategies and economic factors that address clients' specific needs.
  • Work on live transactions and interact with clients and professionals from across the organization to build network and experience.
  • Work as a product specialist with clients at top management level to create and deliver financing solutions through ECM products using financial and economic data and research.
  • Design tailored presentations using and implementing current economic data and research for clients to outline solutions to their financing needs (e.g. general corporate financing, acquisition financing).
  • Evaluate risk/return parameters of financing transactions
  • Financial modeling, valuation, comparable & relative value analyses and market-specific analysis
  • Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities
  • Draft client pitches and marketing materials
  • Assist in the development and continued cultivation of client relationships

Qualifications:

  • Bachelors degree in Finance or Economics and a minimum of 1+ years corporate finance and capital markets experience with a top tier global bank
  • Knowledge of corporate finance, securities, financial markets and risk & pricing analysis
  • Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions
  • Ability to manage multiple projects simultaneously
  • Ability to work under pressure and adhere to tight deadlines
  • Strong written and oral communication skills and ability to convey ideas
  • Creativity and intellectual curiosity
  • Ability to work independently and must be able to work effectively in a team environment
  • Advanced proficiency with FactSet, CapitalIQ, Bloomberg, Microsoft Office
  • Series 79 & 63

The expected base salary ranges from $110K - $130k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.

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Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.

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