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PwC logo
PwCTampa, FL
Industry/Sector FS X-Sector Specialism Corporate and Business Strategy Management Level Director 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. 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 team you are expected to help companies define and evaluate corporate and business unit strategies and portfolios, reflecting market, competitive and other external drivers. As a Director you are expected to set the strategic direction and lead business development efforts. You are expected to make impactful decisions and oversee multiple projects, maintaining executive-level client relations. Translating the vision, you are expected to 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 future leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are foundational to our success. You create a healthy working environment while enhancing client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Responsibilities Help companies define and evaluate corporate and business unit strategies and portfolios Set strategic direction and lead business development efforts Oversee multiple projects and make critical decisions Maintain executive-level client relationships Mentor and develop future leaders Foster an environment where technology and people excel What You Must Have Bachelor's Degree 7 years of experience What Sets You Apart Master of Business Administration preferred 9 years of strategy consulting or industry consulting experience preferred Proven record of success in Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management) Proficiency in Corporate Strategy, Business Strategy, Deals Strategy, Digital Strategy, Not for Profit Strategy Leading teams to generate a vision and create trust Building productive and collaborative relationships Managing teams to successful project conclusions Leveraging market research and analyzes for insights 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: $155,000 - $410,000. 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

Quantexa logo
QuantexaBoston, MA
What we're all about. Do you ever have the urge to do things better than the last time? We do. And it's this urge that drives us every day. Our environment of discovery and innovation means we're able to create deep and valuable relationships with our clients to create real change for them and their industries. It's what got us here - and it's what will make our future. At Quantexa, you'll experience autonomy and support in equal measures allowing you to form a career that matches your ambitions. 41% of our colleagues come from an ethnic or religious minority background. We speak over 20+ languages across our 50+ nationalities, creating a sense of belonging for all. We're heading in one direction, the future. We'd love you to join us. The opportunity. Quantexa is seeking a highly motivated professional to join our US Banking sales team and continue to improve outcomes for our clients in a transformational way. As an Account Executive for the Quantexa Cloud AML solution you will be responsible for contributing to and executing the sales go-to-market strategy within the SaaS solution segment, primarily targeting the U.S. mid-sized and community bank population. In this sales "hunter" role you will help define the go-to-market strategy and execute against plan. You will be responsible for assigned territory and accounts, identifying new opportunities, building pipeline, winning new deals, and meeting company targets. You will have the opportunity to work with some of the most dynamic banks in the world, solving complex business problems through Quantexa's unique and unrivalled capabilities. You will work with some of the smartest, nicest and most ambitious people you have ever met. What you'll be doing. Successfully contributing to a dynamic, flexible and high energy sales team focused on the U.S. mid-size and community bank market, focused on the new SaaS solution. Investigate, understand, map and penetrate your target clients and prospects, building a comprehensive understanding of each organization as well as all of the key internal and external stakeholders. In collaboration with leaders from sales, marketing and the business units, create a specific strategy for your named accounts. Identify how Quantexa's solutions map to the client's needs. Learn and understand the compelling value proposition and narrative, and successfully apply to prospects, lead the sales process from lead to sales closing and beyond. Work with customer success and support teams to ensure client satisfaction. Expand current client spend across business units and Quantexa use cases. Become a trusted advisor at the C level and below, leveraging your own growing expertise as well as the deep well of knowledge within Quantexa. Position located in the United States and requires ability to legally live and work in the U.S. without sponsorship. Understand Quantexa's corporate and product specific marketing resources and messages and apply this knowledge in your selling activities. Attend industry events as necessary to support the growth of the business. Location: This role can be remote based in either PA, CT, NJ or NC or with an NYC or MA base office. If office based we run a hybrid environment of being in the office and working from home

Posted 3 weeks ago

F logo
First Horizon Corp.Marathon, FL
Location: On site in location listed on job posting. Summary Provides full-service banking to consumer and business clients, providing them with tailored financial solutions like loans, lines of credit, cash management services, and deposit accounts. Key Responsibilities Include Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions. Cross-sells retail, investment, financial, and estate planning services. Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. Builds and maintains a portfolio mix of targeted high value and high potential clients. Performs all other duties as assigned Qualifications Include Bachelor (4-year college) degree and 6-8 years of experience or equivalent combination of education and experience Knowledge of cash flow and business credit underwriting with commercial credit training preferred. 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. Microsoft Office suite About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 2 weeks ago

Intapp logo
IntappNy, NY

$160,000 - $170,000 / year

Intapp is looking to hire a highly consultative Senior Client Development Director (Senior Account Executive) to join its team. This individual should be a proven and polished C-level solution seller. It is imperative that the candidate be viewed by customers as a credible executive-level advisor and consultant as well as a business development executive. Intapp is revolutionizing the investment banking and private capital markets around the world with data, transparency, great product and sophisticated service. We've already made huge strides, but we're just getting started. The target market for Intapp is Investment Banking, Private Equity, Direct Lending, Real Estate, Venture/Growth, FOF, Institutional Investors, and Corporate Development arms of the Fortune 1000. What you'll do: Drive new client acquisition by targeting investment banks and related segments in the assigned region/market, with a focus on expanding Intapp's footprint into net-new accounts. Proactively identify and qualify prospects through targeted networking, internal SDR support, regional leadership initiatives, and outbound efforts (calls, emails, events). Develop and maintain a strong pipeline of new business opportunities valued at $1M+, ensuring consistent coverage of growth targets. Understand prospect buying behavior and tailor the Intapp sales process to guide prospects toward decision-making. Engage senior stakeholders across new accounts, building organizational alignment and demonstrating Intapp's differentiated value. Uncover key drivers of value for prospects and clearly articulate how Intapp solves their business needs. Facilitate prospect discovery sessions and relationship-building through in-person meetings, social touchpoints, and professional engagements. Leverage Intapp resources (services, training, support, product) to build credibility and position new prospects for long-term success. Develop, deliver, and present proposals that clearly define value creation and ROI for new clients. Manage complex negotiations at the executive level, navigating multi-constituent sales processes to drive closure. Achieve $1M+ in new subscription and services bookings annually, with an emphasis on new logo growth. What you'll need: 10+ years of experience in consultative, value-based selling with a strong track record of pursuing and winning net-new logos. Individuals likely to excel come from sales roles in investment banking and/or private capital markets or financial technology with a specific focus on investment banking firms and/or private capital markets. Experience engaging clients in value based sales process. Highly motivated, positive, entrepreneurial, can do attitude, creative, ownership driven, intellectually curious, dynamic, confident, professional and goal-oriented with excellent communication and presentation skills. What you will gain: At Intapp, you'll get the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients. You'll be part of a growing public company, with a modern work environment that's connected yet flexible and where your professional growth and well-being are top priorities. We'll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork. Here, you will have the opportunity to: Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career. Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day. Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about. Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of. For New York City based roles, Base Pay Range is $160,000-$170,000. #LI-AZ1 Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity. In addition to base salary, variable compensation and equity may also be included. Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws. Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain "@intapp.com" or "@dealcloud.com" to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/ . If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.

Posted 30+ days ago

Atlantic Union Bank logo
Atlantic Union BankRichmond, VA
The Business Banking Relationship Manager I calls on businesses and business owners with revenue up to $10,000,000. 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 I 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 or relevant work experience Formal credit analysis training One to five years business banking and/or lending experience Up to 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 4 weeks ago

Commerce Bank logo
Commerce BankCentennial, CO
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Hourly: $32.08 - $55.02 (Amount based on relevant experience, skills, and competencies.) About This Job The main purpose of this job is to assist specialists and internal partners across the market with calling activities, credit/portfolio requests, account management/maintenance, and community events. Essential Functions Contact customers to retain and expand relationships using Consultative Selling approach Execute Credit/Portfolio tasks as required including, but not limited to: contacting customers for updated financial information and loan agreement compliance requirements, complete customer financial reporting requirements and loan covenant/provision compliance administration, and submit company and personal financial statements Facilitate loan closings for Vehicle and Equipment loans Facilitate the resolution of customer maintenance/management tasks within the market, engaging product experts as needed Participates in community and business functions/groups to ensure a positive image for the bank and to establish Centers of Influences (COI's) Review preliminary credit approval summaries Evaluate appraisal annual review requirements and coordinate service requests Support Specialists with prospecting, cross selling, business development and beginning to structure loans Perform other duties as assigned Knowledge, Skills & Abilities Required Intermediate loan documentation knowledge including best practices Basic credit analysis skills Strong customer service skills Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook Education & Experience Bachelor's degree in business administration or equivalent combination of education and experience required 1+ years banking/financial services experience required For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. Level of role is determined by knowledge, experience, skills, abilities, and education For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Small Business Banking Representative, Sales Specialist - SBB & Senior Specialist job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $32.08 to $55.02 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 7481 E Arapahoe Road, Centennial, Colorado 80112 Time Type: Full time

Posted 2 weeks ago

FirstBank logo
FirstBankDenver, CO

$20+ / hour

Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company's "banking for good" mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There's an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team! A Brief Overview A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge. What you will do Assist customers with a wide range of inquiries and requests Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer Open new accounts and provide product/service information Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing Process transactions accurately and adhere to all compliance requirements Review daily reports and perform maintenance on accounts Recognize and develop opportunities for cross-selling FirstBank products and services Sell bank products and meet company sales goals Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures Perform other duties and projects as assigned by the market or region Understand and comply with all provisions of the Safety in the Workplace policy Hours may vary from 35-40 hours per week Minimum Requirements Entry-level job with little or no prior relevant work experience in the function Preferred Requirements Cash handling and customer-service experience Knowledge, Skills, and Abilities Good customer-service skills and the ability to work well with others Basic mathematic and problem-solving skills Comfortable in a sales environment Detail-oriented with the ability to multi-task and change directions quickly Working Conditions and Physical Requirements Frequently remains stationary throughout a typical business day Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms Occasionally positions self to access drawers and shelves of various heights Frequently reaches for and handles paperwork and files Constantly communicates with customers, coworkers, and management in-person and on the phone Must be able to exchange accurate information FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need. Salary Range $20.00 Per Hour Statement of Benefits FirstBank offers a suite of benefits that support our employees' professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D This Job may be eligible for the: New Accounts Cross-Sell Queue Incentive Plan EOE/Affirmative Action FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department. Colorado Job Application Fairness Act Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation This job opportunity is expected to close on January 7th, 2025*

Posted 4 days ago

T logo
Truist Financial CorporationRaleigh, NC
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: The Head of AI Enablement is a senior technology leader responsible for designing and deploying enterprise-grade AI and GenAI solutions across Consumer and Small Business Banking Technology, Data and Operations (TD&O). Reporting directly to the Chief Divisional TD&O CSBB Officer, this leader partners with business executives, product managers, and engineering teams to translate business requirements into scalable, production-ready AI applications that drive measurable value. This role is hands-on and technically deep - blending engineering expertise in LLMs, agentic frameworks, and applied ML with the ability to engage directly with business stakeholders. The ideal candidate has built and deployed AI platforms or intelligent products in a technology-first environment, demonstrating fluency in system design, data architecture, and model integration. Acting as both architect and catalyst, the Head of AI Engineering & Enablement leads cross-functional squads to develop prototypes, operationalize AI agents, and integrate cognitive capabilities into existing business platforms. They ensure solutions are built with security, ethics, and performance at scale, while establishing engineering patterns that accelerate adoption across all LOBs. This role requires a rare combination of technical acumen, strategic agility, and executive presence-someone who can earn credibility with engineers and inspire confidence from business leaders. Candidates from technology or product companies are strongly preferred; those from financial services must demonstrate equivalent experience delivering engineered AI products, not program oversight. 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. Translate complex business requirements into engineered AI and GenAI solutions that deliver measurable business outcomes. Architect and lead the development of LLM-based, agentic, and machine-learning systems that integrate with enterprise data and technology platforms. Guide engineering teams in model development, fine-tuning, and deployment, ensuring performance, security, and compliance. Build reusable frameworks, APIs, and components to accelerate AI adoption across product lines. Partner directly with the TD&O Divisional Leaders and their engineering, product, and operations teams to identify high-impact use cases and embed AI capabilities into existing workflows. Serve as a trusted engineering partner to business executives, translating strategic goals into technical blueprints. Foster a builder culture rooted in experimentation, delivery, and responsible innovation. Establish and enforce AI engineering standards-including model observability, version control, and performance telemetry in partnership with Enterprise Architecture and the Policy, Standards, Practices Governance team. Stay ahead of emerging AI technologies, tools, and frameworks; continuously assess opportunities to integrate frontier capabilities. QUALIFICATIONS 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. Technical Expertise: Proven experience designing, deploying, and maintaining AI or GenAI systems in production-such as LLM-based solutions, agentic architectures, or advanced ML pipelines. Engineering Leadership: 10+ years leading product, platform, or applied AI engineering teams in high-scale environments (e.g., cloud, SaaS, fintech, or large-scale enterprise systems). Architectural Fluency: Deep understanding of modern AI infrastructure, including vector databases, model orchestration, RAG pipelines, and MLOps/DevOps integration. Applied Business Translation: Ability to engage directly with business leaders to convert strategic goals into technical blueprints and deliver working solutions. Ethical and Regulatory Awareness: Demonstrated knowledge of Responsible AI frameworks, model risk governance, and secure data management practices in regulated industries. Communication and Influence: Ability to earn trust across senior leadership, from CIOs to product executives, by articulating AI's value in business terms. Education: Bachelor's degree in Computer Science, Engineering, Data Science, or a related technical field (advanced degrees preferred) or equivalent experience. Preferred Qualifications: Prior experience at a technology or product company, leading AI platform or applied ML development at scale. Hands-on experience with enterprise AI frameworks (Azure OpenAI, AWS Bedrock, LangChain, AutoGen, CrewAI, or similar). Demonstrated success establishing AI engineering standards, reusable frameworks, or AI Centers of Excellence. Experience delivering GenAI applications for customer engagement, operations, or risk functions in complex organizations. Industry leadership through publications, open-source contributions, or conference presentations. 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

Marsh & McLennan Companies, Inc. logo
Marsh & McLennan Companies, Inc.New York, NY

$115,000 - $170,000 / year

About Oliver Wyman Oliver Wyman is a global leader in management consulting. With offices in 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. Over 7,000 professionals help clients optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman's thought leadership is evident in our agenda-setting books, white papers, research reports, and articles in the business press. Our clients are the CEOs and executive teams of the top Global 1,000 companies. Visit our website for more details about Oliver Wyman: www.oliverwyman.com Job Overview: Oliver Wyman's Banking & Financial Services (BFS) practice is expanding its market presence and client engagement. We are seeking a Senior Manager to help lead marketing strategy and activations for BFS, owning end-to-end campaign planning and execution, mentoring junior marketers, and acting as a dependable second-in-command to the Director. The role blends strategic planning, stakeholder engagement, operational delivery, and team leadership to deliver visible, measurable impact across the practice. This Senior Manager will be the operational and strategic engine for BFS marketing: a visible leader who turns practice strategy into measurable market traction, builds durable partner relationships, and uplifts the marketing team. The role requires a self-starter who can step into Director responsibilities and maintain momentum with minimal supervision. This is a hybrid role requiring 3 days per week in the office. There is no option to be fully remote. Key responsibilities Strategic Marketing Projects Help shape and lead the strategy and execution of practice-wide marketing initiatives including thought leadership series, capability launches, digital demand programs, client events, and partnership campaigns. Translate practice priorities into channel-specific plans (digital, events, PR, client programs) and manage campaigns from concept through measurement. Contribute to the amplification of signature practice capabilities and flagship offerings. Track performance metrics and provide concise updates and recommendations to the Director, CMO, and senior stakeholders. Engagement & Enablement Design and implement scalable marketing playbooks, templates, tracking systems, and reporting tools to support consistent execution across regions. Partner with Marketing Operations on governance, tool adoption (e.g., Monday.com), and shared processes to improve efficiency and visibility. Identify and apply AI-driven tools and methods to improve productivity and creative impact. Maintain a master campaign calendar, identifying overlaps, timing conflicts, and synergy opportunities. Prepare leadership-level presentations and materials for cross-functional meetings. Delivery & Team Leadership Manage day-to-day planning, coordination, and execution of flagship initiatives; own budget/ vendor scopes and quality control. Coach and mentor junior marketing staff (e.g., Marketing Managers/Coordinators), providing clear guidance and development feedback. Act as the Director's deputy: lead senior stakeholder meetings, present to practice leadership, and oversee multiple workstreams with minimal oversight. Manage external agency and vendor relationships, ensuring scope, timelines, and deliverables meet practice needs. Experience required: Bachelor's degree in Marketing, Business, Communications, or related field (or equivalent experience). Advanced degree or certificates in marketing/analytics a plus. 7-10+ years in B2B marketing/communications, ideally with banking or financial services sector experience; prior consulting or professional-services marketing experience preferred. Demonstrated ability to operationalize brand and go-to-market strategy into actionable plans and repeatable processes. Strong project and campaign management skills, with experience across digital, events, content, and PR. Proven stakeholder management and executive presence; experience working with senior partners and practice leaders. Demonstrated leadership in mentoring junior staff and leading cross-functional teams. Comfortable with analytics: setting KPIs, building measurement frameworks, and reporting insights to senior stakeholders. Proficient with Microsoft Office and familiar with marketing automation, CMS, analytics platforms, and project tools (e.g., Monday.com). Interest/experience in AI-enabled marketing tools is desirable. Willingness to travel, as required. Skills & competencies: Strategic mindset: Crafts clear strategies that drive differentiation and pipeline. Execution bias: Delivers high-quality campaigns on time and budget. Influencing & communication: Confidently presents to partners and secures buy-in. Coaching & delegation: Builds team capability and maintains accountability. Cross-functional collaboration: Aligns matrixed stakeholders and regional teams. The applicable base salary range for this role is $115,000 to $170,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

Posted 4 weeks ago

PwC logo
PwCSan Francisco, CA
Industry/Sector FS X-Sector Specialism Corporate and Business Strategy Management Level Director 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. 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 team you are expected to help companies define and evaluate corporate and business unit strategies and portfolios, reflecting market, competitive and other external drivers. As a Director you are expected to set the strategic direction and lead business development efforts. You are expected to make impactful decisions and oversee multiple projects, maintaining executive-level client relations. Translating the vision, you are expected to 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 future leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are foundational to our success. You create a healthy working environment while enhancing client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Responsibilities Help companies define and evaluate corporate and business unit strategies and portfolios Set strategic direction and lead business development efforts Oversee multiple projects and make critical decisions Maintain executive-level client relationships Mentor and develop future leaders Foster an environment where technology and people excel What You Must Have Bachelor's Degree 7 years of experience What Sets You Apart Master of Business Administration preferred 9 years of strategy consulting or industry consulting experience preferred Proven record of success in Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management) Proficiency in Corporate Strategy, Business Strategy, Deals Strategy, Digital Strategy, Not for Profit Strategy Leading teams to generate a vision and create trust Building productive and collaborative relationships Managing teams to successful project conclusions Leveraging market research and analyzes for insights 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: $155,000 - $410,000. 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

Mechanics Bank logo
Mechanics BankBeverly Hills, CA

$70,000 - $87,000 / year

Mechanics Bank is currently searching for a Banking Services Officer to join our team at our Beverly Hills Branch. The Banking Services Officer is responsible for managing the administrative, compliance, operations, and day-to-day functions of a Retail Branch. Under remote supervision the Area Operations Manager provides leadership to branch operations and FTE management with dotted line reporting to the Branch Manager. Leads branch in compliance, operations, service, and human resource related tasks for the operations staff. Develops and coaches employees in the branch. Is a subject matter expert in Bank policies and procedures and provides assistance on complex transactions. Oversees and supports the teller line, cash handling, dual control functions and is responsible for branch operations, staffing schedules, FTE budget management, and employee training and development. Ensures operations staff supports branch sales production activities through ethical referrals. Ensures exemplary customer service is provided and addresses any customer service escalations. What you will do: Manages the compliance and operations functions of a Retail branch. Sets priorities for Retail office operations, identifies and analyzes operating issues, solves operational issues and provides input for improvement in processes and procedures. Administers monthly, quarterly and annual self-audit checklist, reviews, approves daily reports, and verifies cash-on-hand balances. Responsible for compliance with regulatory requirements, adherence to Bank policies and procedures, risk management requirements, and safety and security of the branch. Responsible for overall operational quality of the branch as measured by internal audits, operational soundness reviews, and reports from other departments of the Bank. Manages a team of employees. Provides leadership, coaching, feedback and developmental support. Leads daily huddles in conjunction with branch management and regular branch operational meetings. Trains employees on cross-functions to ensure smooth operations of the branch. Hires new employees, conducts performance assessments, initiates disciplinary actions, and recommends promotions. Ensures exemplary customer services standards in branch. Manages appropriate staffing and skill levels in branch to support customer and business needs. Addresses and resolves customer complaints or concerns promptly. Ability to perform transactions for customers including, teller transactions, large cash transactions, and safe deposit box functions. Responsible for collaborating with Branch Manager to develop and execute strategic plan for branch success, including business development, customer retention, employee development and retention, succession planning, operational soundness and branch efficiency. Reviews, prepares and analyzes reports, and makes recommendations for improvement. Manages the office in the absence of the Branch Manager. Ensures active community participation and leadership, including CRA activities, in the local community. Who you are: High School Diploma or GED required or equivalent combination of education and experience required. Minimum 5 years banking experience with an emphasis in operations required. Minimum 2 years management experience preferred. Notary license preferred. Thorough knowledge of Retail Office operations, including complex transactions, Bank policy and procedures, and Risk Management policies. Thorough knowledge and skills related to standard banking services and products and banking internal operating policies and procedures. Knowledge of small business and consumer credit principles and practices. Excellent interpersonal skills; successful experience managing and leading people. Knowledge of State and Federal banking regulations pertinent to retail operations. Leadership ability to supervise and direct subordinate employees, and to provide coaching and development. Skilled handling customer issues in difficult situations. Excellent organizational skills to direct workflow, balance assignments, and provide consistent scheduling to ensure complete office coverage. Attention to detail and accuracy to mitigate risk. Considered a customer service role model. #LI-DNI Pay Range: $70,000 - $87,000 annually AIP/Bonus: up to 7.5% Eligible for commission and incentive plans Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits package includes[1]: Medical, prescription, dental, and vision coverage for employees and their eligible family members Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits Health Savings Account with employer contribution Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit 401(k) and Roth 401(k) with company contribution 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program Supplemental Health plans, Voluntary Legal and Identity Theft Services 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. Please view Equal Employment Opportunity Posters provided by OFCCP here. To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.

Posted 30+ days ago

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First Horizon Corp.Saint James City, FL
Location: On site at location listed in job posting SUMMARY This position is responsible for the overall sales, production, profitability and regulatory compliance of a banking center. It is also the responsibility of this position to ensure the banking center delivers quality, accurate, and timely customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES Strategic leadership Coach, lead and manage banking center team to ensure all strategic initiatives are executed effectively. Model and demonstrate First Horizon Bank (Firstpower) culture. Promote a positive work culture by increasing and supporting associate engagement. Represent the company in a professional manner, including being involved in the local market/community through civic organizations or community groups. Sales and business development Implement and coach advice driven sales process. Provide one-on-one coaching, inspect, and recognize sales activities and behaviors. Establish and nurture relationships with key clients and partners to expand the client base. Proactively collaborate with and refer to key line of business partners to lead and promote effective One Team partnerships. Business development of market area through proactive sales calls, networking, and participation in local activities to achieve goals and priorities. Client experience Deliver excellent client experiences consistently and promptly resolve client issues effectively. Team management Recruit, train, develop, and retain a high-performing Retail banking center team. Lead, grow, coach, and motivate associates to execute banking center routines effectively, aligning with our Purpose, Values, and Action to deliver financial guidance and support. Provide regular coaching, feedback, and performance evaluations to banking center team members. Foster a collaborative and inclusive work environment that promotes teamwork and professional growth. Compliance and risk management Collaborate with market operations and sales leadership to ensure compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics, while ensuring all associates on the team complete required training. Implement effective risk management practices to minimize potential financial and operational risks. Operational efficiency Lead and manage operational excellence for the banking center. Monitor operational metrics and implement improvements as needed. Partner with Retail Operations team to address operational concerns. Responsible for controlling operational and administrative expenses. Other job-related duties and special duties as assigned SUPERVISORY RESPONSIBILITIES Directly responsible for directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; assessing performance, providing regular feedback and coaching; providing pay change recommendations; 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. Bachelor's degree (B. A.) from four-year college or university; or two to four years related experience and/or training; or equivalent combination of education and experience. COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office suite, Salesforce CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required NMLS Language As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12-15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition Hours: Monday - Friday 9:00 AM - 5:00 PM About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 30+ days ago

US Bank logo
US BankColumbus, OH

$81,515 - $95,900 / 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, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive. 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. Try new things, learn new skills and discover what you excel at-all from Day One. As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other. Job Description Responsible for the overall management of an assigned portfolio with a focus on Welcome, Retain, and Grow. This includes helping to drive activations and elevate the onboarding experience by coordinating with Market Managers to ensure pre-sale and implementation expectations are met, welcoming newly activated accounts, performing general account maintenance, increasing relationship profitability, and maintaining client satisfaction. The role also involves consulting with clients for payment education and recommending products and services to enhance performance based on customer needs and portfolio growth. Additionally, team members are expected to maintain strong proficiency in our products and services, leveraging this knowledge to successfully cross-sell within their portfolio. They should proactively work to retain clients through targeted outreach, utilizing tools, campaigns, and trigger-based insights to identify opportunities and strengthen customer relationships. recommending products and services to enhance performance based on customer needs and portfolio growth. Additionally, team members are expected to maintain strong proficiency in our products and services, leveraging this knowledge to successfully cross-sell within their portfolio. They should proactively work to retain clients through targeted outreach, utilizing tools, campaigns, and trigger-based insights to identify opportunities and strengthen customer relationships. This role supports the Midwest market - qualified candidates must be located in Minnesota or Ohio. Job Functions Contact newly approved customers and coordinate implementation schedule Welcome newly activated business banking customers Work service-related requests via phone, email and teams Utilization of Salesforce Work rate review requests Establish and maintain regular cadence with internal stakeholders (Market Managers, bankers, CID) Refer Opportunities to bank partners Basic Qualifications Bachelor's degree in Business or Finance, or equivalent work experience. Typically five to eight years of client management experience in the payments industry. Preferred Skills/Experience Strong contract negotiations, account management and project management skills. Strong problem-solving and negotiation skills. Ability to manage multiple tasks/projects and deadlines simultaneously. Ability to identify and resolve exceptions and to interpret data. Proven customer service/relations skills Proficient computer navigation skills using a variety of software packages including Microsoft Office applications Strong presentation, interpersonal, verbal and written communication skills. Ability to travel Location -The role offers a hybrid/flexible schedule, which means 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: $81,515.00 - $95,900.00 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 2 weeks ago

PwC logo
PwCDenver, CO

$124,000 - $280,000 / year

Industry/Sector FS X-Sector Specialism Corporate and Business Strategy Management Level Senior Manager Job Description & Summary At PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. They analyse market trends, assess business performance, and develop recommendations to help clients achieve their goals. These individuals work closely with clients to identify opportunities for growth, optimise operations, and enhance overall business performance. As a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) Preferred Qualifications: Degree Preferred: Master of Business Administration Preferred Knowledge/Skills: Minimum of 8 years of strategy consulting or industry consulting experience preferred. Demonstrates in-depth level abilities, knowledge and/or a proven record of success in the Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management), either in professional consulting services or corporate roles, including: Helping companies define and evaluate corporate and business unit strategies and investment portfolios; Reflecting market, competitive and other external drivers with specific areas of focus including Corporate Strategy, Business Strategy, Deals Strategy, and Digital Strategy; Identifying and addressing client needs, rapidly building credibility, and maintaining and utilizing networks of client relationships; Managing teams / multiple work streams to establish successful project conclusion - i.e., delivery of quality work on time and within budget; Building productive relationships with team members and clients, both long term and day-to-day, by using a collaborative approach with thorough listening skills and the ability to manage through influence; Utilizing first principles thinking, and developing credible and pragmatic analytical approaches, frameworks and methodologies; Analyzing complex quantitative and qualitative data in an efficient manner and synthesizing the output into meaningful and actionable insights; Designing and conducting market research to understand consumer needs and purchasing behaviors; Communicating effectively in an organized and knowledgeable manner in written and verbal formats to senior audiences and being able to deliver difficult messages with persuasiveness and sensitivity; Demonstrating executive presence and ability to become a trusted advisor to the c-suite level clients; Identifying and pursuing new business opportunities, and leading client / market development; Attracting, retaining, assessing and developing staff / team members; Demonstrating flexibility and creativity in managing work-life balance of self and team members; Demonstrating Power User ability with MS Office suite of applications including Word, PowerPoint and Excel Travel Requirements Up to 80% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-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: $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 30+ days ago

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Truist Financial CorporationCharlotte, NC
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: Analyze and evaluate internal systems and procedures of assigned line of business by way of assigned projects, concentrating specifically on the efficiency and effectiveness of these systems and procedures, and the overall quality of the results or services provided. Assigned projects are high priority and may be high risk. May manage a small group of analysts. 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. Perform special projects as assigned in the general areas of problem identification and resolution, performance and productivity improvement as well as quality enhancements. Responsible for recommendation of improvements and enhancements within area of responsibility. This is to include completing process mapping, workflow analyses, and process re-engineering. Prepare detailed procedural manuals for area of responsibility. Coordinate and participate in any training that is necessary as a result of conclusions reached in project-related activities or system implementation. Provide application support, which includes problem research, analysis, resolution, and on-call support. Upon assignment of a recommendation or stated enhancement project, complete a full evaluation to include efficiency, effectiveness and cost benefit analysis. Maintain and communicate knowledge of industry trends and technology. Develop and maintain a professional relationship with vendors supporting assigned systems. Help ensure regulatory compliance as applicable. Act as the technical resource for assigned systems, to include preliminary project plans, project workbooks, etc. for necessary actions involving IT for enhancements, upgrades or implementation. Maintain statistics, records and reports that help establish quality control standards at an acceptable rate. Qualifications 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. Bachelor's degree in business or equivalent education and related experience Seven years of banking experience, three years as a Line of Business expert or Senior Business Analyst Excellent negotiation and presentation skills. Thorough analytical, planning and quality control, problem-solving and organizational skills Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Strong interpersonal and communication skills, verbal and written; ability to successfully interact with and influence all levels of management and staff. Creative, flexible, decisive, and adaptable to a dynamically changing business/production environment Ability to support daily activities for large, multi-function operations of moderate to high risk in operations in a 24 X 7 environment Thorough understanding of process and production management principles. Demonstrates effective strategic planning and process improvement aptitude for multiple bank operations functions Preferred Qualifications: Advanced degree in Business, or equivalent education and related experience 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

PwC logo
PwCPhiladelphia, PA

$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
PwCPhoenix, AZ

$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

F logo
First Horizon Corp.Saint Simons Island, GA
Location: Onsite at the location in the posting. SUMMARY This role is primarily responsible for driving business growth and expanding our client base within the banking center. The focus will be on proactive business development, sales leadership, and building strong relationships with clients and the local community. The successful candidate will use a strategic, client-focused approach to identify new business opportunities, generate referrals, and increase the profitability of the center. ESSENTIAL DUTIES AND RESPONSIBILITIES Business Development & Sales Leadership Proactively develop new client relationships and expand the center's portfolio through networking, outbound calls, community involvement, and relationship-building activities. Build and manage a robust pipeline of potential clients to drive new revenue and meet sales targets. Leverage existing network and local knowledge to bring new business to First Horizon, with a preference for candidates who have a book of business they can transition. Coach and lead associates to adopt a business development mindset, with an emphasis on client acquisition and relationship deepening. Collaborate across teams to cross-sell banking products and services that meet clients' needs. Establish and nurture key partnerships within the community and local organizations to strengthen the bank's market presence. Develop and execute strategic plans to achieve growth goals and enhance market share for the center. Client Engagement Serve as the center's primary ambassador in the community, representing First Horizon's brand and commitment to client-focused service Work with associates to deliver exceptional experiences for all clients and proactively identify ways to add value. Maintain regular contact with key clients and prospects to ensure satisfaction and identify new opportunities. Team Leadership Mentor, train, and motivate associates to achieve business development and sales goals. Foster a collaborative, high-performance team environment focused on results and continuous learning. Provide coaching around business development best practices and monitor associates' progress on growth initiatives. Strategic Planning Analyze local market trends and competitor strategies to identify business opportunities and inform decision-making. Develop business plans and set clear, measurable objectives for growth and sales activities. QUALIFICATIONS Proven experience in business development and sales, with a track record of successfully acquiring and retaining clients. Previous banking experience is required; preference for candidates with deep local connections and an established client network. Strong leadership background, particularly in motivating teams around sales success. Ability to craft and execute business development strategies that deliver growth. Stable employment history demonstrating commitment and results. Team-oriented approach with strong interpersonal and communication skills. NMLS Language As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12-15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 30+ days ago

Bethpage Federal Credit Union logo
Bethpage Federal Credit UnionBethpage, NY

$114,647 - $143,308 / year

It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You'll Do The Manager Technology- Core Banking Systems will leads the daily administration, performance optimization, and strategic management of the Fiserv DNA core banking platform. This role is responsible for ensuring operational excellence, regulatory alignment, and continuous improvement across core banking services. The Manager Technology- Core Banking Systems manages a team of supervisors, analysts, and administrators, and collaborates cross-functionally with Information Technology, business units, and vendor partners to drive innovation, system reliability, and superior member experiences. Core Contributions Strategic System Leadership Define and execute strategic roadmaps for the Fiserv DNA core platform, including upgrades, enhancements, and system integrations. Lead planning and execution of core-related initiatives in alignment with the credit union's technology and business strategies. Oversee projects involving Fiserv DNA custom application updates, version control, and deployment cycles. Operations & Team Management Manage a team responsible for daily core system operations, including supervisors, analysts, administrators, and support staff. Foster a culture of continuous improvement, innovation, and technical excellence. Develop team capabilities through coaching, training, and performance management. Vendor & Stakeholder Collaboration Serve as the primary liaison with Fiserv support teams and account managers, ensuring effective issue escalation, service optimization, and relationship management. Collaborate with Information Technology and business units to deliver integrated, seamless banking experiences. Manage third-party integrations and ensure optimal performance across connected systems. Regulatory & Compliance Oversight Ensure all core system activities align with applicable regulatory requirements and internal compliance frameworks. Maintain audit readiness through detailed documentation and change management controls. Support internal and external audits and examinations as needed. System Performance & Service Improvement Monitor system performance and user feedback to proactively identify and address opportunities for optimization. Implement streamlined support protocols to improve service delivery and reduce resolution times. Ensure high system availability, reliability, and responsiveness to meet organizational needs. Assets You Will Bring High School Diploma or GED Equivalent 7+ years of experience in financial services technology, with a focus on core banking systems. 3+ years of supervisory experience, preferably managing a Fiserv DNA platform in a credit union or banking environment. Experience with nCino, Optis, and other integrated fintech platforms. Familiarity with AML/KYC frameworks and banking compliance standards. Fiserv DNA Certification or completion of Fiserv University Training Modules required. Fiserv DNA, Velocity, Microsoft Office Suite proficiency required. Deep understanding of credit union operations, compliance, and digital banking infrastructure. Proven experience managing vendor relationships and leading complex system projects. Excellent problem-solving, communication, and project management skills. The estimated salary for this role is $114,647 - $143,308 annually. (FourLeaf Federal Credit Union provides a range of benefits with various enrollment periods, including medical, dental, and vision coverage, a 401K plan with employer match, reimbursement programs, wellness programs, and an annual performance-based bonus.) What Sets Us Apart? Along with a comprehensive benefit package, we offer: Competitive 401k Tuition reimbursement Flexible work options Volunteer opportunities Water Cooler Chats with executive teammates Clubs & Sports Food truck days ….and more! Who is FourLeaf? FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals. We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024. As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.

Posted 30+ days ago

R logo
Robert W. Baird & Co. IncorporatedChicago, IL
High-Profile Deals, Major Growth, the Right People Behind You. Grow Far at Baird. Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you'll build skills through real transactions, close collaboration with peers and mentors and a culture focused on shared success. Driving Results Through Creative Debt Strategies Join Baird's Debt Advisory team - part of our Capital Solutions Group - and gain hands-on experience providing analytical support across the spectrum of financing and capital structure advisory services. Our capabilities include raising asset-based, first and second lien, unitranche, mezzanine, high-yield and other structured debt instruments on behalf of corporate clients. With deep expertise, creativity and an unwavering commitment to client success, we excel in navigating the unique capital needs of our clients. Learn more. Summer 2027 Analyst Internship Program Our competitive intern program is a robust 10-week experience that offers real transaction exposure and a meaningful work experience. Interns are valuable team members who learn from experienced professionals in a collaborative and dynamic environment. Located in either our New York or Chicago office, interns must be flexible to work full-time during the summer. Significant hours are required. What You'll Do Support the Debt Advisory team by providing analytical support across a range of transactions, including acquisition financings, dividend recaps, refinancings and balance sheet restructurings Work with your team to perform credit analysis, build financial models and create marketing materials Contribute to business development efforts through research, analysis and preparation for client meetings and pitches Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal What You'll Gain Contribute to every stage of a transaction, from conducting research to facilitating due diligence Gain insight into how teams collaborate across geographies, sectors and specialties to support client objectives Take on meaningful responsibility and contribute to conversations with investor and corporate management clients around the world Grow in a culture built on respect and shared values, where ambition and collaboration go hand-in-hand and hard work is recognized through opportunity What It Takes Current enrollment in a bachelor's degree program required with a graduation date of winter 2027 or spring 2028 A candidate energized by learning, teamwork and real responsibility Proven academic record and a passion for finance (a finance degree is helpful, but not required) Drive, resilience and a strong work ethic Ability to work independently and thrive in a collaborative setting Strong mathematical, writing and verbal skills; relevant software proficiency Compensation and Benefits: Base Salary: $110,000 (pro-rated for summer program) Interested? Complete the Suited Assessment and Apply Today As part of our application process and to be considered for our Summer 2027 Analyst Internship Program, you must complete the Suited assessment. Sign up and complete here. Your Baird application is not complete until you submit the assessment. For questions and additional information, contact: Baird Global Investment Banking Recruiting ibrecruiting@rwbaird.com Visit our U.S. Internship Program page for FAQs. Learn more about our platform at www.BairdGlobalInvestmentBanking.com. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Learn more about our internship programs and review frequently asked questions. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Posted 1 week ago

PwC logo

Strategy& Banking And Capital Markets, Director

PwCTampa, FL

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Job Description

Industry/Sector

FS X-Sector

Specialism

Corporate and Business Strategy

Management Level

Director

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.

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 team you are expected to help companies define and evaluate corporate and business unit strategies and portfolios, reflecting market, competitive and other external drivers. As a Director you are expected to set the strategic direction and lead business development efforts. You are expected to make impactful decisions and oversee multiple projects, maintaining executive-level client relations. Translating the vision, you are expected to 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 future leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are foundational to our success. You create a healthy working environment while enhancing client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.

Responsibilities

  • Help companies define and evaluate corporate and business unit strategies and portfolios
  • Set strategic direction and lead business development efforts
  • Oversee multiple projects and make critical decisions
  • Maintain executive-level client relationships
  • Mentor and develop future leaders
  • Foster an environment where technology and people excel

What You Must Have

  • Bachelor's Degree
  • 7 years of experience

What Sets You Apart

  • Master of Business Administration preferred
  • 9 years of strategy consulting or industry consulting experience preferred
  • Proven record of success in Financial Services industry (Banking & Capital Markets, Insurance, Asset & Wealth Management)
  • Proficiency in Corporate Strategy, Business Strategy, Deals Strategy, Digital Strategy, Not for Profit Strategy
  • Leading teams to generate a vision and create trust
  • Building productive and collaborative relationships
  • Managing teams to successful project conclusions
  • Leveraging market research and analyzes for insights

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: $155,000 - $410,000. 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

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