Collecting information
Organizing data
Or your idea of a perfect day at the office is a deep dive into equity research. The Edward Jones Generations™ team provides an end-to-end, HNW client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. Lead or actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) division supporting our High Net Worth strategy and team, in collaboration with internal/external stakeholders, that enable the firm's evolution to deliver ongoing financial planning and asset management services. Work in partnership with Edward Jones internal stakeholder groups (Edward Jones Trust Co, Compliance, Legal, Service, Operations, Home Office Portfolio Strategist, etc. Advanced degree (such as JD) required
The Managing Director of Capital Markets and Syndications is a senior leadership role responsible for overseeing the origination, structuring, and execution of capital markets transactions, including syndications, interest rate hedging and other capital market products.. Deep understanding of related regulatory frameworks and credit risk management. Provide expertise in commercial lending, structured finance and capital markets execution within a regulated banking environment.. Review and negotiate operational and regulatory terms within legal loan documentation. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program.
The Enterprise Data Office (EDO) is part of EDMP organization and sets the enterprise strategy for and delivery of critical data-related initiatives required to accelerate the ongoing digital transformation of American Express products and services, enhance the overall customer experience, strengthen our data strategy and practices, and drive our continued growth. Reporting to the VP, Data Controls Implementation, this critical role will be instrumental in strengthening our data governance framework and mitigating key data risks within a complex and highly regulated financial services environment. 8 + years of experience in data management, data governance, risk management, internal controls or audit within the financial services industry.. Relevant certifications such as CISA, CISM, CDMP, or CRISC are highly desirable.. 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
Looking for Technical Program Manager who can work with ACs across 6-7 scrum teams, Need to be very technical, able to articulate risks/dependencies/issues and roll them at Treasury portfolio Heavy experience with leadership and executive reporting.. Experienced with BUR reports Able to consolidate scrum team updates and roll up to program level for various executive reporting asks Past experience in Finance,.. Regulatory Compliance, Treasury a plus
You'll help them identify, evaluate, and execute profitable opportunities while sharing your knowledge in underwriting, mergers & acquisitions, and strategic deal structuring.. M&A Strategy Advisory Share proven strategies from private equity, investment banking, and corporate acquisition experience to help learners confidently buy and sell companies or business units.. 7+ years of hands-on experience in mergers & acquisitions and underwriting, with a proven track record of structuring, negotiating, and closing profitable deals.. Strong knowledge of financing options, including seller financing, debt, equity, SBA loans, and creative funding structures.. Master Deal Strategist Brings deep expertise in mergers & acquisitions and underwriting, with a proven track record of structuring profitable deals.
As a Senior Manager, Corporate Development, you will play a key role in shaping the strategic growth of the firm through M&A and investments.. Financial modeling, valuation, synergy assessments, and deal structuring. Coordinate due diligence across service lines (e.g., legal, finance, HR, IT, risk) and manage external advisors. 7 years of experience in corporate development, investment banking, or private equity. 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.
Director, Private Wealth Advisory: Responsible for driving new business development efforts within a designated market and leading the local Wealth Advisory team to achieve revenue targets and coordinate and deliver first-class wealth management services, including investment management, financial planning, trust administration, estate planning, and tax planning to individuals, families, and institutional clients.. Effectively manage and oversee team delivery of wealth management services and solutions (in accordance with The Busey Promise, Client Engagement Model, and Wealth Management Service Blueprint) to ensure service excellence to client relationships with the goal of long-term retention.. Collaborate with other lines of business across the Bank (Commercial Lending, Retail, Mortgage, and Cash Management) to enhance existing, joint client relationships, while also identifying opportunities for further growth and service expansion.. Prior team leadership experience is preferred Professional designations, including CFP, CFA, CPA, CTFA, and/or MBA are preferred Requires experience or demonstrated understanding of wealth management solutions and concepts including investments, banking, trust administration, financial planning, estate planning, retirement planning, insurance, tax and identification/implementation of additional wealth planning opportunities.. Managing Director, Private Wealth Advisory Education and training requirements of the Director, Private Wealth Advisory plus: 3+ years of private wealth advisory team leadership experience Demonstrated progression of an expanded client base and consistently exceeding revenue targets
The Compliance Coordinator is responsible for ensuring compliance with all relevant and applicable requirements, issues, and concerns within Charter One and its managed schools as required by state and federal statutes, regulations, laws, programs and internal policies and procedures, while ensuring the compliance and alignment of Charter One and its managed school’s mission, vision, and values.. Assuming the Title IX Coordinator role, ensuring the proper implementation of Title IX and related policies, procedures and trainings.. Work closely with all managed school’s board of directors, administrators, technology team, and business office to meet ongoing compliance deadlines.. Strong analytical and problem-solving skills with the ability to perform related data analysis, statute interpretation, and problem solving. Working knowledge of charter school accountability systems
Leverage data analytics platforms (e.g., Power BI, Tableau) to create dynamic dashboards and business intelligence reports.. Four-year degree in Finance, Accounting, Economics, or Business; MBA, JD, CPA or equivalent advanced degree preferred.. Director of Treasury & Assistant Treasurer. Deputy Director - Water Enterprise ServicesDirector of Financial Planning and Analysis. Associate Director, Private Wealth Client ServicesDirector of Operations Finance/ ControllerDirector, Aviation Operations and Compliance - Remote
We are fostering the development of safe cities, working with police departments and municipalities to install over 4,000 red-light, speed, and school bus stop arm safety cameras across North America.. We are seeking a highly motivated and experienced Director of Corporate Development to support our mergers and acquisitions (M&A) efforts.. The ideal candidate will bring a strong background in investment banking, management consulting, or corporate development with a proven track record of full-cycle deal execution.. Conduct due diligence in collaboration with cross-functional teams (finance, legal, operations, etc. 7+ years of experience in investment banking, management consulting, private equity, or corporate development.
WSC seeks a driven, analytical and highly versatile leader to partner with the company's corporate strategy group and senior functional leadership, focusing on key strategic initiatives that are critical in fueling the organization's growth over the next 5 – 10 years. Many such assignments could be ambiguous in nature and require a highly motivated, independent and intellectually curious individual who can frame situations through multiple lenses, leverage the right resources and lead through influence to help chart a path forward. Bachelor's degree is required, Master's in Business Administration (MBA) from a top tier program with a focus on finance, strategy or general management strongly preferred.. Minimum 5+ years of relevant experience in business analytics, operations, finance, product management, investment banking or strategy consulting.. Director Of Business Development - Digital MarketingBusiness Development Director (SaaS/Healthcare IT)Director Strategic Partnership Development
The Director of Strategy & Corporate Development role is ideal for a highly skilled professional with a background in investment banking, private equity, management consulting, and/or corporate development.. Investment Banking: Experience in corporate finance, including valuation and advisory.. Private Equity: Experience evaluating and structuring business opportunities, conducting due diligence, and managing portfolio companies.. This position is required to be in office 4 days per week (Mon-Thurs); Fridays are optional remote work days.. Supporting development of long-term corporate strategy by providing market, competitive, and financial insights
Director, Private Wealth AdvisoryResponsible for driving new business development efforts within a designated market and leading the local Wealth Advisory team to achieve revenue targets and coordinate and deliver first-class wealth management services, including investment management, financial planning, trust administration, estate planning, and tax planning to individuals, families, and institutional clients.. Effectively manage and oversee team delivery of wealth management services and solutions (in accordance with The Busey Promise, Client Engagement Model, and Wealth Management Service Blueprint) to ensure service excellence to client relationships with the goal of long-term retention.. Collaborate with other lines of business across the Bank (Commercial Lending, Retail, Mortgage, and Cash Management) to enhance existing, joint client relationships, while also identifying opportunities for further growth and service expansion.. Professional designations, including CFP, CFA, CPA, CTFA, and/or MBA are preferredRequires experience or demonstrated understanding of wealth management solutions and concepts including investments, banking, trust administration, financial planning, estate planning, retirement planning, insurance, tax and identification/implementation of additional wealth planning opportunities.. Managing Director, Private Wealth AdvisoryEducation and training requirements of the Director, Private Wealth Advisory plus:3+ years of private wealth advisory team leadership experienceDemonstrated progression of an expanded client base and consistently exceeding revenue targets
As Portfolio Manager III - Commercial you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Bank's lending policies and procedures.. The Portfolio Manager will work with the Vice President, Commercial Banker to manage loans to ensure the credit risks are responsibly monitored and identified.. You'll assist in attaining established Bank, region, and branch goals through active participation in underwriting and closing desirable credits with the Vice President, Commercial Banker.. Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.
As Portfolio Manager III - Commercial, you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Bank's lending policies and procedures.. You will assist in achieving Bank, region, and branch goals through active participation in underwriting and closing desirable credits with the Vice President, Commercial Banker.. Handle underwriting, portfolio management, and related tasks for new loan requests and existing portfolios.. Intermediate to advanced knowledge of banking operations, including deposit operations, loan administration, treasury management, and other commercial banking products and services.. Understanding of commercial credit, loan structuring, and pricing dynamics; credit analyst training completed.
We are looking for an SVP of IA Compliance to be responsible for all aspects of the investment adviser compliance program across Osaic’s independent and hybrid wealth management channels.. The SVP will manage a successful and experienced Compliance team and will report to the Chief Compliance Officer of Osaic.. Series 65/66 license required, FINRA Series 7 and 24 registrations preferred.. Sales Vice President, Highland Capital BrokerageVice President of Quality & TransformationVP, First Line Risk Management - Strategy & OperationsThird-Party Risk Management, Vice PresidentHFN: Vice President, Fabrication ServicesAssociate Vice President, Operations – USPI West MarketDirector, Case Management Special Programs. Regional Sales Director, Anesthesia (West Coast)
As Portfolio Manager III - Commercial you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Bank's lending policies and procedures. The Portfolio Manager will work with the Vice President, Commercial Banker to manage loans to ensure the credit risks are responsibly monitored and identified. You'll assist in attaining established Bank, region, and branch goals through active participation in underwriting and closing desirable credits with the Vice President, Commercial Banker. Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.
Chief Operating Officer – Multi-Location Construction and Utility Services - Private Equity Ownership. Our client is a middle-market construction and utility services business growing under private equity ownership and is seeking a Chief Operating Officer with significant experience driving operating performance efficiency in the construction and field services sectors.. Vice President of Preconstruction-Mission CriticalConstruction Regional Vice President, West. Sr Vice President of Finance - West CoastVice President, Engineering Renewable Energy - Solar Tracker. Treasury Management Officer - Commercial Banking - Vice PresidentThird Party Risk Management - Intake, Vice President
Strategy & Corporate Development Director Embark on a transformative journey with Cognite, a global SaaS forerunner in leveraging AI and data to unravel complex business challenges through our cutting-edge offerings including Cognite Atlas AI, an industrial agent workbench, and the Cognite Data Fusion (CDF) platform.. We were awarded the 2022 Technology Innovation Leader for Global Digital Industrial Platforms & Cognite was recognized as 2024 Microsoft Energy and Resources Partner of the Year. In the realm of industrial digital transformation, we stand at the forefront, reshaping the future of Oil & Gas, Chemicals, Pharma and other Manufacturing and Energy sectors.. A Typical Day as a Cogniter in the Corporate Development Team May Contain Some of the Below Tasks & Responsibilities: Lead processes related to strategic business development and running fundraisings, acquisitions, partnership processes or other high-stakes relationships (OEM, new business development, resellers, technology partners). We Believe Some of These Should Match Your Experience: 3-6 years experience in Consulting, Corporate Finance, M&A, Investment Banking, Venture/startup, or Corporate development. Frost & Sullivan named Cognite a Technology Innovation Leader!
The Private Banker III develops new deposit, wealth management and loan relationships for high-net-worth clients through prospecting, community involvement and proactive business development activities.. Experience in consumer and commercial lending preferred including but not limited to: HELOC, Mortgages, Personal Lines of Credit, Auto Loans, etc.. Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry ("NMLS").. If such registration is not active as of the hire date, the Private Client Manager must immediately attain active registration upon employment.. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program.