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analyst - investment banking - communications & media, td securities Jobs in New York

analyst - investment banking - communications & media, td securities

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analyst-u.s. platinum card product management - go to market

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analyst/associate, municipal banking and markets structurer

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applications development sr programmer analyst

business analyst corporate banking

BMO U.S.

<div>
 Base Salary Range: $65K &ndash; 85K USD
 
 
 
 Mandate
 
 
 
 The purpose of this role is to support the I&amp;CB Corporate Banking lending line of business&rsquo; ability to execute the 1st line of defense accountability for portfolio and risk management activities, and for the efficient functioning of the LOB. As an integral part of the team, the
 
 Business Analyst, Corporate Banking
 
 assists the Corporate Bankers by taking responsibility for the operation of certain key business processes, and by responding effectively to customer and banker requests. Responsibilities include operational functions such as client onboarding and portfolio maintenance activities. Responsibilities may include support for certain cash management-related activities. The allocation and type of functions depends on the needs of the individual group. The individual will be supporting the Global Natural Resources team (Energy, Energy Transition, and Power, Utilities &amp; Infrastructure), and will be supporting bankers located in Toronto, New York, Calgary and Houston.
 
 
 
 Qualifications
 
 
 
 
 Qualifications &amp; Skills
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in business/business administration or other equivalent post-secondary diploma with 1- 2 years related work experience
 </li>
 <li>
 Understanding of accounting principles and various types of financial statements
 
 
 
 </li>
 </ul>
 
 Skills
 
 
 
 Demonstrates:
 
 
 <ul>
 <li>
 Strong attention to detail, and a high degree of accuracy
 </li>
 <li>
 Ability to handle multiple priorities in a deadline environment
 </li>
 <li>
 A collaborative, team and relationship orientation with Corporate Bankers, and with colleagues on other teams
 </li>
 <li>
 An organized and systematic approach to work
 </li>
 <li>
 Analytical and problem solving skills
 </li>
 <li>
 Ability to work independently and take ownership of personal performance and development
 </li>
 <li>
 Ability to utilize multiple PC software applications
 </li>
 <li>
 A high level of professionalism
 
 
 
 </li>
 </ul>
 
 Key Accountabilities
 
 
 
 
 Portfolio Activity and Maintenance
 
 
 
 <ul>
 <li>
 Monitor and track quarterly and monthly covenant and trigger processes for on time completion. Manage portfolio data across deal sites and engage with teams to coordinate timely covenant and trigger monitoring. Print status report mid-month and communicate with Bankers in advance of 30 day grace period.
 </li>
 <li>
 Manage legal documentation and compliance exceptions with Banker and client
 </li>
 <li>
 Monitoring and disseminating external rating agency reports for borrowers across the portfolio
 </li>
 <li>
 Maintain external ratings (S&amp;P, Moody&rsquo;s, DBRS, Fitch) and EDF databases used for monthly trigger monitoring
 </li>
 <li>
 Complete other portfolio monitoring (e.g. track rating alert due dates, etc.) as required by or unique to individual Corporate Banking teams
 </li>
 <li>
 Special projects as needed (i.e. team training, remediation and other one off requests)
 
 
 
 </li>
 </ul>
 
 Risk Management &amp; Control
 
 
 
 <ul>
 <li>
 Within the mandate of this role, promote, adhere and support the Bank&rsquo;s risk culture; lead by example.
 </li>
 <li>
 Within the mandate of this role, maintain internal controls to support management decision-making that protects our assets and adheres to applicable corporate policies, operating directives, laws and regulations (including risk, compliance, and AML).
 
 
 
 </li>
 </ul>
 
 AML/UEN/Client Onboarding Requests
 
 
 
 <ul>
 <li>
 Initiate UEN requests for new deal set-up. Interface with the Client Onboarding (COB) group
 </li>
 <li>
 Initial review of AML checklists, track changes and coordinate completion of annual reviews. BA will review AML analyst changes and ensure checklist is correct before sending to banker for approval.
 
 
 
 </li>
 </ul>
 
 Authorities
 
 
 
 <ul>
 <li>
 Provides advice and guidance to the bankers on standard operating procedures and adherence to corporate guidelines
 </li>
 <li>
 Requests information and action from operational support groups
 
 
 
 </li>
 </ul>
 
 Scope &amp; Impact
 
 
 
 <ul>
 <li>
 Provides support for the substantial Corporate Banking I&amp;CB &amp; Trading Products portfolios including multiple priority relationships and major cash management clients
 </li>
 <li>
 Maintains individual and process efficiency, productivity and quality
 </li>
 <li>
 Performs all responsibilities according to established service levels and procedures/guidelines
 </li>
 <li>
 Ensures client satisfaction through a high level of customer service and professionalism, adhering to policies and procedures
 
 
 
 </li>
 </ul>
 
 Salary:
 
 
 
 $49,500.00 - $91,300.00
 
 
 
 Pay Type:
 
 
 
 Salaried
 
 
 The above represents BMO Financial Group&rsquo;s pay range and type.
 
 
 Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.
 
 
 BMO Financial Group&rsquo;s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
 
 
 
 About Us
 
 
 
 At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
 
 
 As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one &ndash; for yourself and our customers. We&rsquo;ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we&rsquo;ll help you gain valuable experience, and broaden your skillset.
 
 
 To find out more visit us at https://jobs.bmo.com/us/en
 
 
 BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
 
 
 BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
 
 
 Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
</div>

Business Analyst, Corporate Banking

JPMorganChase

<div>JOB DESCRIPTION 
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan&rsquo;s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. 
 
As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst&rsquo;s performance. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
Job Responsibilities<ul>
<li>Help devise customized financial strategies for existing and prospective clients
</li><li>Prepare pitch books and meeting materials</li>
<li>Collaborate with integrated team members to analyze balance sheets and understand a clients&rsquo; investment objectives to produce customized recommendations that consider appropriate risk/return objectives</li>
<li>Become an expert in a range of proprietary models to provide recommendations on tailored solutions</li>
<li>Conduct research and analysis; assist with product development and prospecting efforts</li>
<li>Research client inquiries and manage follow up communication and materials</li>
<li>Work directly with clients as you continue to progress in your role</li></ul>
Required Qualifications, Capabilities, and Skills<ul>
<li>Bachelor&rsquo;s degree with a minimum overall GPA of 3.2
</li><li>No more than two years of work experience following completion of undergraduate program</li>
Demonstrated aptitude for sales and client relationship management 
<li>
</li></ul>Preferred Qualifications, Capabilities, and Skills<ul>
<li>Superior multi-tasking and organizational skills
</li><li>Excellent communication skills and poise giving presentations</li>
<li>Genuine interest in financial markets and macro-level economic trends</li>
<li>Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

U.S. Private Bank - Program Analyst - Financial Sponsors Group

Sumitomo Group

<div>SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG&rsquo;s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. 
In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization&rsquo;s extensive global network. The Group&rsquo;s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. 
The anticipated salary range for this role is between $189,000.00 and $260,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.<div><div><div><h2 class="jobSectionHeader">
Role Description</h2></div><div>
The Director, Counsel role for Sumitomo Mitsui Banking Corporation will work within the Legal Department, to support the Cash Management System business with a focus on Bank operations including commercial deposits and funds transfer and payments systems, for a G-SIB. The role will report to the Deputy General Counsel of Americas Division with matrix reporting to practice groups within the Legal Department, which support the commercial lending business, as well as the technology, operations, and procurement businesses.</div></div><div><div><h2 class="jobSectionHeader">
Role Objectives</h2></div><div>
Primary responsibilities will involve providing legal advice and support on financial services related to transaction banking, cash management, deposits and payment services. As the primary attorney and relationship manager for the cash management business, the candidate will act as the practical solution provider and adviser to the internal business client. As part of the broader legal department, work with the rest of the Legal Department attorneys in their support of various business units. . 
Responsibilities<ul><li>
Rendering legal advice and support to the Bank&rsquo;s operations, including deposits, electronic banking, payments, and fiduciary activities.</li><li>
Reviewing, drafting and negotiating Bank operational documents, including customer facing agreements, relating to deposit, cash management and other bank products.</li><li>
Supporting cash management and other deposit operations needs for Sumitomo Mitsui Banking Corporation (SMBC).</li><li>
Reviewing advertisements, disclosures and other matters and transactions having regulatory compliance implications.</li><li>
Assisting and responding to internal questions related to bank operations (including account opening and closing).</li><li>
Providing legal advice concerning general regulatory and corporate matters related to transaction banking and cash management.</li><li>
Supporting other attorneys as-needed, across the legal organization.</li><li>
Keeping management and other appropriate Bank personnel apprised of significant changes to statutory laws and regulations and significant developments in case law that might impact the Bank.</li><li>
Providing training and other advice and instruction to Bank personnel on appropriate preventative law and legal and compliance issues.</li><li>
Contributing to the legal assessment of new bank products.</li></ul></div></div><div><div><h2 class="jobSectionHeader">
Qualifications and Skills</h2></div><div><ul><li>
7 years minimum in banking or financial services, or equivalent law firm experience. Prior experience in cash management and transaction banking business is required.</li><li>
Admission to the NY Bar (or clear qualification of eligibility for waiving in from another jurisdiction with which NY has reciprocity) and a member of good standing of such Bar.</li><li>
Comfortable engaging with senior executives across a host of disciplines and businesses. Significant project management skills to manage a host of initiatives.</li><li>
Excellent communication skills, technical drafting skills, and issue-spotting skills. Ability to work under pressure, operate comfortably in a fast-paced, demanding environment, and manage a significant workload with minimal supervision. Ability to think creatively and propose solutions.</li></ul></div></div></div>
SMBC&rsquo;s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. 
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.</div>

Director, Counsel - Cash Management

TD Bank

<div>Work Location :
New York, New York, United States of America
Hours:
40
Line of Business:
TD Securities
Pay Detail:
$110,000 - $135,000 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
The Analyst Investment Banking provides specialized financial and statistical analysis on a broad range of marketing and execution activities. Conducts research, on-going analysis, prepares supporting documentation, and assists in due diligence efforts on transactions.
Depth &amp; Scope:
<ul><li>Works within a deal team under the overall direction of a senior officer
</li><li>Assists in the analysis of clients' financial situations, industry and market data, and M&amp;A opportunities
</li><li>Assists in valuations of private and public companies
</li><li>Performs basic to intermediate financial modeling in Excel
</li><li>Provides input to external client proposals and internal underwriting memos; assists in the preparation of client presentations based upon the above
</li><li>Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank
</li><li>Maintains confidentiality of client information
</li><li>Experienced working professional level role providing a broad range of support to the team
</li></ul>Education &amp; Experience:
<ul><li>Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics;
</li><li>Series 7, 79 and 63
</li><li>0-3 years of related experience
</li></ul>Who We Are
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.
Our Total Rewards Package
 
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more 
 
Additional Information:
 
We&rsquo;re delighted that you&rsquo;re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we&rsquo;re committed to providing the support our colleagues need to thrive both at work and at home.
 
 
Colleague Development
 
If you&rsquo;re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You&rsquo;ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD &ndash; and we&rsquo;re committed to helping you identify opportunities that support your goals.
 
 
Training &amp; Onboarding
 
We will provide training and onboarding sessions to ensure that you&rsquo;ve got everything you need to succeed in your new role.
 
 
Interview Process
 
We&rsquo;ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. 
 
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.</div>

Analyst - Investment Banking - Communications & Media, TD Securities

<div>JOB DESCRIPTION 
Step into the role of Cybersecurity Tech Regulatory Engagement Lead and lead the forefront of technological innovation and security. This pivotal position offers the unique opportunity to influence and shape our approach to cyber threats and compliance, balancing progressive digital transformation with robust risk management. Your leadership will be instrumental in navigating the complexities of technology risks, setting the standard for a resilient and forward-thinking tech environment.
As a Cybersecurity Tech Regulatory Engagement Lead in Cybersecurity Technology &amp; Controls, you will expertly navigate the dynamic landscape of cyber threats, technology advancements, and regulatory requirements. Leading proactive identification and evaluation of technology risks, you'll collaborate with internal and external stakeholders to help develop and implement robust risk management strategies. Your role is pivotal in maintaining compliance with industry standards and best practices, leveraging your subject matter expertise to provide leaders with insights and recommendations for digital transformation within the firm's risk appetite. You will engage with a diverse team, coordinate cross-functional efforts, and influence decision-making, ensuring top-quality service delivery. Your expertise shapes the firm's approach to technology risk and services, fostering a secure and compliant environment.
Job responsibilities<ul><li>
Prepare weekly reporting on regulatory exams and regulatory engagements for distribution while engaging with senior management, banking and security expertise includes OCC, FRB, FDIC, SEC, FINRA, NFA, CME, and state regulators.
</li><li>Coordinate onsite examinations, reviews, and requests by regulators covering Global Technology, including Cybersecurity &amp; Technology Controls and Firm wide Platforms and Products Technology.</li><li>
Provide strategic advice and regular updates to Global Technology senior management regarding the matters being handled, including, but not limited to, the timely escalation and resolution of potential issues</li><li>
Establish and develop effective relationships within Global Technology, including Cybersecurity &amp; Technology Controls, Line of Business Technology, and Firm wide Platforms and Products Technology. With respect to technology matters, establish and develop effective relationships with Compliance, Conduct and Operational Risk (CCOR); Internal Audit; Control Management; Business Resiliency; Third Party Oversight; Risk; Business; Operations; and Legal.
</li><li>Work with the relevant personnel in Global Technology and other Corporate Functions to obtain information/documentation to respond to regulatory requests.</li><li>
Prepare personnel (and senior management) for meetings with regulators, including drafting written documents and leading internal prep meetings.</li><li>
Communicate extensively (orally and in writing) with senior management and develop effective relationships with regulators</li><li>
Prepare substantive written responses to regulatory requests and examination reports.</li><li>
Communicate with the relevant Global Technology personnel regarding regulatory issues, findings by the regulators, and remediation related to those findings.</li></ul>
Required qualifications, capabilities, and skills<ul><li>
Obtain 5+ years of experience or equivalent expertise in technology risk management, cybersecurity, or a related field, with a focus on regulatory compliance and risk mitigation</li><li>
Demonstrated proficiency in data security, risk management and controls, and security governance</li><li>
Proficient knowledge of industry regulations, guidelines, and best practices, such as NIST, ISO, CRI Profile, and regional or jurisdictional regulatory frameworks like FFIEC and GDPR</li><li>
Provide strategic advice and regular updates to Global Technology senior management regarding the matters being handled, including, but not limited to, the timely escalation and resolution of potential issues.</li><li>
Work with the relevant personnel in Global Technology and other Corporate Functions to obtain information/documentation to respond to regulatory requests.</li><li>
Review, analyze, and summarize information/documentation responsive to regulatory requests.
</li></ul>Preferred qualifications, capabilities, and skills<ul><li>
Experience working with senior management at a large, global financial institution or similar organization is preferred.
</li><li>Strong organizational skills and an ability to manage multiple demands and changing priorities. Detail oriented, self-starter with solid prioritization, planning, and time management skills.</li><li>
Sound judgment and an ability to make decisions quickly. Strong analytical skills to conduct independent research, reach conclusions, and solve problems.</li><li>
Excellent relationship management, influencing, negotiating, and interpersonal skills. Ability to work effectively with all levels of the organization and balance the needs of multiple functions. Experience working across Lines of Business, countries, and regions.
</li><li>Strong oral and written communication skills with an ability to convey information in a clear and concise manner that is comprehensive, accurate, and tailored to the audience, including senior management.</li><li>
Knowledge of regulatory requirements and technology risk management processes and related controls.</li><li>
Sound understanding of risk assessment methodologies, internal controls, and industry technology risk management frameworks such as the Cyber Risk Institute (CRI) Profile, NIST Cybersecurity Framework, ITIL, COBIT, and ISO 2700 desirable, but not required</li></ul><div>
</div>ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we&rsquo;re setting our businesses, clients, customers and employees up for success.</div>

Cybersecurity Tech Regulatory Engagement Lead

Citi

<div>VP Cash Management Sales Officer - Global Solution Sales (Consumer, HealthCare, and Life Sciences)
About Citi
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.
Citi&rsquo;s Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients&rsquo; and the public&rsquo;s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.
Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.
Job Description
This role will be centered around treasury and working capital sales and relationship building within our Consumer, HealthCare, and Life Sciences industry vertical in Citi&rsquo;s Commercial Bank. The key duties include ownership of a portfolio of existing clients, originating and winning new opportunities, defending existing business, realizing revenue from wins, and maintaining strong client relationships.
The ideal candidate with take an entrepreneurial attitude to rapidly integrate into their role. The Global Solution Sales is a strategic professional who stays abreast of developments within own field and contributes to team strategy. The individual needs to have strong communication and diplomacy skills. 
 
Responsibilities:
This role will include but not limited to partnering with our Relationship Managers globally to actively prospect, deepen and further grow our Consumer, HealthCare, and Life Sciences portfolio. The selected candidate will also partner with our product sales team as well as our product partners to deliver strategic treasury solutions for our clients. Candidates will also be responsible for pipeline management, reporting metrics as well as developing our incoming talent. 
Responsibilities:<ul><li>
Manage a portfolio of clients and take global, regional, and local accountability for delivering Treasury and Cash Management solutions to their clients.</li><li>
Responsible for actively calling on clients in partnership with partners across the bank to deepen relationships.</li><li>
Act as the primary global point of contact and accountability for Treasury solutions within their portfolio.</li><li>
Global, regional, and local responsibility to grow their Treasury revenues; focused on finding new opportunities while building a trusted advisor status with Clients and Relationship Managers.</li><li>
Drives innovation on the solutions we provide clients.</li><li>
Shares knowledge with other sales consultants and junior staff.</li><li>
Always ensures compliance with regulatory requirements including Citi&rsquo;s policies and guidelines.</li><li>
Appropriately assess risk when business decisions are made, demonstrating close consideration for the firm's reputation while safeguarding Citigroup, its clients, assets, and clients.</li></ul>
Knowledge/Experience:<ul><li>
A highly motivated and experienced Salesperson with a track record of prospecting new clients and driving new revenue within a large and growing portfolio of corporations. The individual should have financial sales, treasury product partnerships, or corporate treasury experience.</li></ul> 
Qualifications:<ul><li>
Minimum of 4-8 years corporate or commercial banking experience.</li><li>
Undergraduate business degree.</li><li>
MBA or professional experience preferred.</li><li>
Proven track record of supporting the growth of client relationships.</li><li>
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.</li></ul>
-
Job Family Group:
Commercial and Business Sales
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Job Family:
Commercial Product Sales
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Time Type:
Full time
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Primary Location:
New York New York United States
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Primary Location Full Time Salary Range:
$129,840.00 - $194,760.00 
In addition to salary, Citi&rsquo;s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
-
Most Relevant Skills
Please see the requirements listed above.
-
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Anticipated Posting Close Date:
Sep 23, 2025
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. 
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. 
 
View Citi&rsquo;s EEO Policy Statement and the Know Your Rights poster.</div>

Citi Commercial Bank - Cash Management Sales Officer, Consumer & Healthcare - Vice President

<div>JOB DESCRIPTION 
J.P. Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, J.P. Morgan Self-Directed Investing (digital platform), J.P. Morgan Investments Direct, and J.P. Morgan Personal Advisors. J.P. Morgan (our Remote Wealth Management offering).
As a Vice President on the CWM Business Project Management Team, you will support the Chase Wealth Management Business in both the day-to-day support of the business and its strategic initiatives. You will own and drive various aspects of large scale and day-to-day business initiatives, from both a tactical and strategic perspective. The role requires excellent communication skills, flexibility and comfort with ambiguity and a rapid pace of change, attention to detail, and strong collaboration with various businesses and functional areas across J.P. Morgan Wealth Management, Consumer Banking, Home Lending and Business Banking.
Job responsibilities<ul><li>
Lead the Branch Technology pillar on behalf of the business, spearheading the deployment of innovative branch technology solutions, ensuring seamless upgrades and rollouts that enhance operational efficiency and advisor productivity.</li><li>
Collaborate with various stakeholders, including product and technology teams, to execute business initiatives.</li><li>
Drive the prioritization, implementation, and measurement of key business goals and targets, managing projects that impact Advisors and their management across multiple stakeholders.</li><li>
Identify risks and escalate issues promptly, employing a solution-focused mindset to resolve challenges.</li><li>
Interface with senior executives on the leadership team, building relationships across stakeholders to enable the business to achieve its objectives and ensure initiatives are executed as planned in a controlled manner.</li><li>
Build trust and rapport through all interactions, delivering optimal outcomes for the business and fostering an advisor and client-centric mindset across all strategic initiatives.</li><li>
Leverage cross-functional relationships and business knowledge to influence outcomes with quick turnaround times.</li><li>
Prepare executive reports, presentations, and communications for diverse audiences, including Senior Management and Leadership.</li><li>
Strategize and develop implementation plans for key initiatives effectively.</li></ul>
Required qualifications, capabilities, and skills<ul><li>
7+ years of experience in the financial services industry</li><li>
Proven track record of managing and delivering high-profile priorities and projects in a fast-paced, dynamic environment with multiple stakeholders.</li><li>
Exceptional interpersonal skills, with the ability to interact, influence, and collaborate effectively at all organizational levels.</li><li>
Proactive, accountable, and detail-oriented, with the ability to prioritize and execute multiple deliverables under demanding deadlines.</li><li>
Strong storytelling and presentation skills, both written and verbal, with the ability to adjust approaches for various audiences.</li><li>
Experience supporting large organizational and technology transformations.</li><li>
Adaptable to change in a fast-paced, high-pressure environment.</li><li>
Proficient in PowerPoint and Excel.</li></ul>
Preferred qualifications, capabilities, and skills<ul><li>
Background in corporate strategy, management consulting, or project management is preferred.</li><li>
Experience preferably within wealth management or investment organizations.</li><li>
Knowledge of Chase Wealth Management, Global Wealth Management, and/or Consumer Banking business models, organizational structure, and performance metrics is preferred.</li></ul>
ABOUT US 
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM 
<div>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div><div> 
 
</div><div>We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

J.P. Morgan Wealth Management- Vice President, CWM Business Project Manager

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