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Simone Development Companies, a full-service, privately held real estate Investment and Development Company, with a distinguished resume and reputation, is in need of a Development Analyst. Simone has the ability to rapidly move any project through site selection, acquisition, financing, construction, leasing, property management and maintenance. The core principles that define the organization are the stability, creativity and professional expertise of the management team; an aggressive long-term business plan; a commitment to excellence and tenant service; close relationships with strategic partners, tenants, lenders, municipalities, and real estate professionals; a consistent ability to add value; and most importantly, an unwavering pursuit of visionary development. Analyst The Analyst is responsible for assisting in the management and execution of development and redevelopment projects as well as acquisitions. The Analyst will assist with aspects of real estate development and investment, including financing, budgeting, entitlement and government approvals, consultant coordination, design, leasing, due diligence, marketing, and construction oversight. Key Responsibilities: • Assist in all aspects of development management including budgeting, financing, planning, design, land use, permitting and construction, • Create detailed, dynamic and complex financial underwriting models for investment opportunities including modeling capital structures, direct cap and DCF valuations, debt sizing, sensitivities, and feasibility analyses of potential developments, redevelopments and acquisitions, • Create and monitor detailed project budgets and draw schedules including tracking all project costs, invoices and all payment and draw applications for active developments, • Ensure projects are completed within established budgets, scheduled milestones and standards of quality, • Participate in regular project meetings and maintain project tracking reports, • Work with in-house legal, accounting, property management, and leasing teams as well as third party consultants such as land use attorneys, architects, engineers and contractors, • Review purchase and sales agreements, loan documents, leases, construction contracts and other documentation for new and existing investments, • Conduct property-level due diligence for new acquisitions, • Assist in preparation of monthly reports and investment return analyses, • Create and issue RFPs for consultants, including but not limited to engineers and architects, • Effectively communicate relevant financial and project information to senior management, • Draft and review term sheets and memo’s for lease and purchase transactions Key Attributes • Strategic, creative thinker with a track record of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems, • Ability to work independently, present recommendations and interact with senior management and partners in the decision making process, • Highly motivated, assertive and driven, • Keen attention to detail with ability to work on multiple projects simultaneously, • Able to prioritize, organize and manage multiple deadlines, • Self-starter with positive attitude and strong work ethic Qualifications • BA/BS degree in finance, real estate, engineering, architecture or related field, • 1-2 years of relevant commercial real estate work experience in development, finance, banking, acquisitions, commercial brokerage, underwriting or valuation, • Strong quantitative, financial analysis and modeling skills and demonstrated analytical ability, • Advanced knowledge of Microsoft Excel, • Knowledge of Argus Enterprise a plus, • Knowledge of Yardi Enterprise a plus, • Excellent written and verbal and communication skills

Job Description ABOUT US CFSC, Community Financial Service Centers, is a third-generation, family-owned business. We pride ourselves on being a vital part of our communities, and with over 200 locations nationwide, we have neighborhood families all over the United States. Our focus is providing financial services tailored to each unique location and their community’s needs so that our customers receive the services they need most. Our goal is to help our customers better manage their money, finances, and daily lives, and we’re able to do that by adapting our products to accommodate their financial needs. Based at our River Edge, New Jersey headquarters we’re looking for an energetic and responsive team player to step into this vital role. You will be part of team that works in a fast-paced environment, conducts sophisticated audits and improves the quality and effectiveness of the internal control processes. Key Responsibilities: • Oversee Financial Operations: Manage the daily operations of the Accounting department, including cash receipts, accounts receivable, cash disbursements, accounts payable, fixed assets, financial systems, and all balance sheet accounts across 75 locations. Supervise a team of seven bookkeepers who support these operations, ensuring all reconciliations are completed accurately and on time, maintaining consistency across all locations., • Policy & Procedure Development: Develop and maintain accounting policies and procedures related to banking, transaction processing, balance sheet analysis, reconciliation, and internal controls across all locations to ensure consistency, compliance, and operational efficiency., • Annual Planning & Forecasting: Lead the creation of the annual operating plan aligned with the company’s strategic goals, considering the needs of all 75 locations. Perform monthly forecasting to provide management with visibility into business results across locations, enabling timely decision-making., • Financial Modeling & Analysis: Build business models for the operating plan and forecasts, reviewing assumptions with key business partners from each location. Lead ongoing analysis and forecasting for all locations to ensure alignment with financial objectives., • Strategic Decision Support: Provide financial and strategic decision-making support to senior management, ensuring the achievement of short- and long-term financial goals across all locations. Assist in evaluating financial outcomes and recommend improvements or adjustments as necessary., • Ad-Hoc Analysis: Collaborate with business stakeholders across 75 locations to create financial models and analyses that support strategic, investment, and operational decisions., • Monthly Closing & Reporting: Oversee the accurate and timely closing of financial statements for all locations in collaboration with department heads and the seven bookkeepers, ensuring adherence to internal and external deadlines., • Cash Management: Monitor daily operating cash across all locations, manage transfers between investment and operating accounts, and forecast cash needs up to 12 months in advance to ensure sufficient liquidity for the entire network of 75 locations., • Audit & Tax Compliance: Oversee the annual financial audit and tax return processes for all locations. Coordinate single audits and ensure compliance with relevant regulatory requirements at a company-wide level., • Business Metrics & Trends Analysis: Track and analyze key business metrics and financial trends across all 75 locations. Provide meaningful profitability analyses to senior management, identifying potential issues and driving their resolution across locations., • Organizational Structure Analysis: Lead financial analysis on various organizational structures, including those that will enable the expansion of CFSC solutions to new customer segments across the 75 locations., • KPI Reporting: Design, create, and implement internal reporting systems for non-financial and financial KPIs across all locations through dashboards and scorecards. Collaborate with internal resources to gather requirements from location leaders and ensure timely delivery of reporting tools. Additional Responsibilities: • Regulatory and Funding Compliance: Ensure proficiency with the regulatory and funding requirements of 401(k) plans, ensuring full compliance across locations., • Payroll Systems Expertise: Oversee and manage payroll platforms & systems, specifically with ADP, ensuring seamless payroll processing across all locations., • Cross-Level Interaction: Demonstrate the ability to interact with a wide range of stakeholders, from the CEO to the CSRs, fostering a collaborative, positive, and transparent communication culture. Requirements: • Education: Bachelor’s degree in Accounting, Finance, Economics, or a related field. A Master’s degree and/or CPA is preferred., • Experience: A minimum of 10 years of progressive experience in accounting and finance, with experience in senior management roles across a multi-location environment., • Data-Driven Approach: Strong passion for using data to empower others and drive results within a multi-location organization., • Data Visualization: Proficiency in creating data visualizations to communicate complex financial information effectively across different locations., • Budgeting & Forecasting: Solid experience in budgeting, forecasting, and mergers & acquisitions (M&A) within a multi-location business., • Technical Expertise: Expert-level proficiency in Google and Microsoft platforms (Word, Excel, PowerPoint), with proficiency in Sage/Peachtree as the accounting system., • Modeling & Systems Orientation: Experience building complex financial models and a strong systems orientation is preferred for managing operations across 75 locations., • Team Leadership: Proven experience managing, developing, and coaching staff, including a team of seven bookkeepers, across multiple locations, fostering a motivated and effective team environment., • Teamwork & Communication: Ability to foster a collaborative and positive team environment across all 75 locations. Excellent presentation and written communication skills are essential. CFSC 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, disability or veteran status. Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus. We offer the following benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more.

We're Hiring: Investment Banking Analyst | Join Our Team at DAK. Are you ready to accelerate your career in investment banking? DAK is seeking a.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings., • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions partnering with other branch team members to help achieve their financial goals., • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience. Chase is a leading financial services firm, helping nearly half of America'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' and employees' 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 Our Consumer & 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're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their 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.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings., • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions partnering with other branch team members to help achieve their financial goals., • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience. Chase is a leading financial services firm, helping nearly half of America'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' and employees' 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 Our Consumer & 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're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their 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.

Job Description We are looking for a Strategy Analyst to join a consumer products organization in Bergen County, New Jersey. This role combines financial planning, strategic analysis, and operational insight to help leadership make informed business decisions. The position offers strong exposure to executive stakeholders and a broad scope spanning budgeting, performance reporting, and growth-oriented initiatives. Responsibilities: • Lead recurring monthly reporting cycles, ensuring timely delivery of accurate financial and operational insights for leadership review., • Prepare executive-ready analyses that explain budget performance, forecast updates, and key business trends affecting results., • Maintain corporate budgeting activities and evaluate actual results against plans, highlighting risks, opportunities, and material variances., • Build financial models and scenario analyses to support strategic projects, investment decisions, and long-term planning efforts., • Contribute analytical support for business development activity, including potential partnerships, acquisitions, and other strategic opportunities., • Develop presentations and management materials that translate complex data into clear recommendations for senior leaders., • Analyze inventory levels, supply chain performance, and operational metrics to improve working capital efficiency and planning effectiveness., • Partner with finance, operations, sales, and business development leaders to provide decision support across cross-functional initiatives., • Bachelor’s degree required; candidates with strong academic credentials are preferred., • 5+ years of relevant experience in areas such as FP& A, corporate finance, corporate development, investment banking, consulting, or business analytics., • Strong understanding of corporate finance, accounting fundamentals, and financial planning processes., • Demonstrated expertise in financial modeling, forecasting, and scenario-based analysis., • Advanced Excel skills and strong proficiency in PowerPoint for executive-level reporting and presentations., • Ability to interpret business performance data and turn findings into practical recommendations., • Strong communication skills with experience presenting analyses to senior leadership., • Experience with planning platforms or business intelligence tools, including Power BI, is a plus.

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities • Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000, • Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses, • Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio, • Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed, • Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships, • Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs, • Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills • Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience, • General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market, • Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners, • Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently, • Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment, • Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills • Bachelor's degree in Finance or related field or equivalent work experience, • Strong current business network Chase is a leading financial services firm, helping nearly half of America'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' and employees' 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 Our Consumer & 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're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of the firm's clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America'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' and employees' 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 Consumer & 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're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions, • Recommends banking and investments strategies that align with client financial goals and needs, • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds, • Mitigates and controls risk as part of daily activities, • Identifies and engages potential new clients through referrals or financial center clientele, • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended, • Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses, • Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services, • Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded, • Sets and accomplishes goals, achieving whatever one sets their mind to, • Builds and nurtures strong relationships, • Collaborates effectively with others to get things done, • Communicates effectively and confidently and is comfortable engaging all clients, • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment, • Likes to learn, adapts to new information and seeks the right solutions for clients, • Efficiently manages time and capacity, • Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients, • Must be able to work Monday through Friday and rotating Saturdays, • Strong computer skills with an ability to multitask in a demanding environment, • Three or more years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded, • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC), • Obtained insurance licenses, • Account Management, • Advisory, • Client Experience Branding, • Customer and Client Focus, • Oral Communications, • Active Listening, • Attention to Detail, • Client Solutions Advisory, • Issue Management, • Pipeline Management, • Causation Analysis, • Client Management, • Policies, Procedures, and Guidelines, • Risk Management, • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay and benefits information Pay range $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics. Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Work Location: Larchmont, New York, United States of America Hours: 40 Pay Details: $66,560 - $117,520 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. The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. • Experience selling investments and providing financial plans, • Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth, • Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents, • Ability to partner and promote lead generation, • Manages goals, prioritizes tasks and comfortable working in a fast paced environment, • Ensures all new & existing clients are provided with a planning experience, • Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts, • Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed, • Implements and executes a differentiated service model/experience for TD Wealth clients, • Meets quarterly and annual sales goals, • Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience, • Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners, • Executes in thorough manner that is compliant with regulations, policies and procedures, • Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.), • Ensures all Continuing Education requirements are attained, • Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures, • Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures, • Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed, • Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team, • Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff, • Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm, • Represents TD Wealth to the general public in a professional manner, • Is involved in the community and support TDBG charity and community initiatives, • Bachelor's degree strongly preferred, • 2+ years of providing advice, planning and investment sales, • SIE, Series 7, Series 63 required, • Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals, • Advanced understanding of wealth products and services, • Strong verbal and written communication skills, • Strong organizational and time management skills, • Ability to travel within assigned market to meet prospects, clients and partners five days a week, • Ability to commute within assigned territory, • Strong understanding of wealth management business development techniques, • Strong understanding and experience interacting with retail and small business banking clients, • Consultative sales experience required, • Demonstrated ability to establish relationships and partner effectively with other departments, • Proven ability to achieve sales goals, • Final job level/title will be determined based on the selected candidate's qualifications, experience, and demonstrated capabilities. Candidates may be considered for any role in the Financial Advisor Job Family. The specific position and corresponding title/level will be communicated to the selected candidate at the time of offer., • Understands and supports the Bank's Customer Service Strategy, • Considers the impact of decisions on the well-being of TD, its Customers and stakeholders, • Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity, • Models quality service delivery at every interaction, • Leads and contributes to the ongoing improvement of the partner / Customer experience, • Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience, • Participates fully as a member of the team and contribute to a positive work environment, • May provide leadership, training, and guidance to other team members, • Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest, • Actively shares information and knowledge, and proactively learn from the expertise of others, • This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA., • Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA., • Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% • Domestic Travel Continuous, • International Travel Never, • Performing sedentary work Continuous, • Performing multiple tasks Continuous, • Operating standard office equipment - Continuous, • Responding quickly to sounds Occasional, • Sitting Continuous, • Standing Occasional, • Walking Occasional

Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Positions the extensive capabilities of Merrill and Bank of America. Get training and one-on-one coaching from our award-winning Academy at Bank of Ameri

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One. The Global Custody Strategy Manager will own the strategy, commercial roadmap, pricing discipline, margin management, competitive positioning, and investment priorities for U.S. Bank's Global Custody offering. This client- and industry-facing role serves as the dedicated commercial and strategic owner for custody, creating clear accountability for revenue growth, client profitability, modernization, and scalable growth. The role will partner closely with the Head of Custody for Asset Managers and the Product Office (CPO) on the strategy roadmap, capability development, and investment priorities, while also working across Operations, Network Management, Technology, Risk, Strategy Development, Finance, Relationship Management, and business-line leadership to define where U.S. Bank should invest, how custody capabilities should evolve, and how the strategy should be positioned across asset managers, fund sponsors, and Corporate Trust / structured finance clients. This role will translate client needs, market trends, service issues, and financial performance into a prioritized roadmap, investment cases, pricing framework, and growth plan. Essential Functions: Strategy & Commercial Ownership • Define and execute the Global Custody strategy in alignment with Global Investment Services' strategic priorities and the emerging Custody Asset Management vertical., • Partner with CPO on the custody strategy roadmap, including prioritization of new capabilities, service enhancements, and investment cases to improve competitiveness, client experience, scalability, and profitability., • Establish a disciplined strategy framework covering economics, client segmentation, capability prioritization, competitive positioning, and go-to-market planning., • Translate demand across mutual funds, ETFs, alternatives, CLOs, structured products, and asset-manager custody relationships into prioritized strategic opportunities. Revenue, Margin & P&L Discipline • Own the custody commercial model with Finance, including revenue growth planning, margin analysis, client profitability reporting, pricing effectiveness, and financial performance routines., • Build revenue, margin, and client profitability dashboards to support transparent leadership decision-making., • Evaluate custody economics, pricing models, sub-custodian costs, deposit economics, and investment prioritization across custody segments., • Develop and maintain a pricing framework and segment strategy that supports profitable growth, commercial consistency, and competitive positioning. Client, Market & Competitive Positioning • Serve as the strategic subject-matter expert for Global Custody in client, prospect, consultant, and industry discussions., • Develop competitive intelligence on peer custodians, service models, pricing approaches, investment trends, and emerging custody capabilities., • Partner with Marketing and business leadership to develop client-facing collateral, strategic positioning, and launch materials., • Identify cross-sell opportunities across custody-adjacent businesses, including fund services, Corporate Trust / structured finance, cash, liquidity, securities lending, and related solutions. Strategy Roadmap, Investment Prioritization & Transformation • Own the strategy roadmap in close partnership with the Product Office (CPO), aligning capability development and investment priorities with client needs, financial returns, operational readiness, service quality, and strategic growth objectives., • Partner with Technology, Operations, Transformation, Network Management, Risk, and business partners to modernize custody capabilities, improve data quality, standardize workflows, and prepare for new products or regulatory change., • Convert recurring service issues, inquiry themes, market pain points, and operational constraints into product roadmap priorities., • Develop business cases for strategic enhancements, platform investments, market expansion, automation, and new custody capabilities. Operating Model Partnership & Governance • Partner with Operations, Network Management, Technology, Risk, and CAO / Business Management to align strategic decisions with service execution, operational resiliency, controls, and client-ready delivery., • Provide strategic input into SLAs, KPIs, KRIs, issue tracking, executive scorecards, and operating forums so service performance and client feedback inform commercial prioritization., • Establish a regular product governance rhythm with Finance, Operations, Technology, Risk, Relationship Management, and business-line leaders., • Ensure strategic decisions support a scalable custody platform across Asset Managers and Corporate Trust / structured finance segments. Risk, Controls & Regulatory Alignment • Partner with Legal, Compliance, Risk, Operations, and Network Management to ensure custody strategy, pricing, market expansion, and new capabilities align with custody regulations, policies, risk appetite, and controls., • Incorporate regulatory, market structure, settlement, tax, asset servicing, and sub-custodian considerations into roadmap decisions., • Support strategy-level risk reviews, control assessments, and remediation planning where design, pricing, service standards, or operating model gaps create risk. Financial Management & Resource Stewardship • Partner with Finance and business leadership on forecasting, budgeting, investment prioritization, vendor / third-party cost analysis, and strategy-level financial planning., • Ensure strategic investments are supported by clear business cases, expected financial outcomes, operational readiness requirements, and measurable benefits., • Work with CAO / Business Management to align revenue, margin, investment progress, service quality, and issue themes into executive scorecards. Specifications This role operates in a matrixed, highly regulated financial services environment and requires frequent partnership with senior leaders, Strategy, Operations, Finance, Technology, Risk, Network Management, Relationship Management, clients, consultants, and external industry participants. The role requires strong commercial judgment, custody expertise, financial discipline, strategy capability, and the ability to translate client needs, market trends, industry developments, and operational complexity into clear strategic priorities. Basic Qualifications • Management/supervisory experience, • 10 or more years of banking or other relevant experience Preferred Qualifications • 10+ years of progressive experience in custody, asset servicing, securities services, strategy, financial services strategy, or related institutional banking roles., • Demonstrated understanding of global custody, including safekeeping, settlement, asset servicing, cash, tax, market access, sub-custodian networks, and client service delivery., • Experience developing or managing custody strategy, pricing frameworks, business cases, roadmaps, financial performance routines, or commercial growth plans., • Strong financial acumen with ability to analyze revenue, margin, profitability, pricing, cost drivers, and investment returns., • Proven ability to lead through influence across Strategy, Operations, Technology, Risk, Finance, Relationship Management, clients, industry participants, and senior leadership stakeholders., • Bachelor's degree in finance, Business, Accounting, Economics, or a related field., • MBA, or equivalent advanced credential., • Experience at a global custodian, asset servicer, bank, or institutional platform with exposure to cross-border custody, fund services, Corporate Trust / structured finance, ETFs, alternatives, CLOs, or asset-manager segments., • Experience partnering with Technology and Operations to modernize platforms, automate workflows, improve reporting, and scale strategic custody capabilities., • Familiarity with emerging custody trends including digital assets, tokenization, T+1 settlement, blockchain-based recordkeeping, and regulatory evolution. Competencies Strategy & Commercial Ownership • P&L, Pricing & Margin Discipline, • Client-Centric Product Design, • Client-Centric Strategy Design, • Investment Prioritization & Business Case Development, • Cross-Functional Influence & Executive Communication, • Data-Driven Decision Making, • Risk, Controls & Governance Discipline, • Operating Model & Transformation Orientation, • Financial Acumen and Commercial Judgment, • These competencies reflect the role's focus on strategic ownership, commercial discipline, executive influence, client- and industry-facing engagement, and risk-aware execution. 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

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America'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' and employees' 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 Consumer & 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're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings, • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests, • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk, • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA, • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Required Qualifications: • Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66), • Possesses advanced industry knowledge and an understanding of investment products, • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results, • Demonstrates a client-centric mindset, always acting in the best interest of the client, • Has the ability to learn and adapt to new information and technology platforms Desired Qualifications: • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience, • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities, • Is detail oriented, • Demonstrates a commitment to continuous learning and professional growth, • Exhibits sound judgment and discretion when handling sensitive information, • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce, • Demonstrates professional verbal and written communication skills Skills: • Account Management, • Client Management, • Customer and Client Focus, • Issue Management, • Oral Communications, • Business Development, • Client Solutions Advisory, • Pipeline Management, • Prioritization, • Administrative Services, • Emotional Intelligence, • Referral Identification, • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy Shift: 1st shift (United States of America) Hours Per Week: 37.5 Pay Transparency details US - NJ - Paramus - 115 W CENTURY RD - COUNTRY CLUB PLAZA (NJ2652)Pay and benefits informationPay range$26.50 - $45.00 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Jewish Federation of Northern New Jersey is a non-profit organization dedicated to creating a vibrant Jewish community in northern New Jersey. Federation cares for those in need, deepens engagement in Jewish life, and strengthens the bonds among Jews in the northern New Jersey area, in Israel, and around the world. Its primary functions are community planning and allocations, financial resource development, and leadership development. Northern New Jersey is home to approximately 125,000 Jews. Jewish life in the area is diverse and multi-faceted, and includes approximately 40 Jewish organizations, 85 synagogues and 13-day schools. Federation raised over $30 million in 2025 and currently holds over $110 million in endowments. The area boasts excellent public and private schools, colleges and universities, vibrant cultural institutions, and a network of scenic parklands. Northern New Jersey is also known for the Meadowlands Sports Complex (home to the New York Giants and Jets). Position Summary: The Chief Financial Officer (CFO) is the chief fiscal officer of Jewish Federation of Northern New Jersey (Federation), responsible for developing overall financial and operational strategy in accordance with and in service to the organization's overall mission and strategy. The CFO will provide leadership and direction to financial and accounting operations and requirements, treasury functions, insurance renewals, building operations, information technology operations, human resource operations, reporting systems, annual audit, tax returns, internal financial statements, and all related policies and procedures. The CFO must provide the highest level of client service and responsiveness to all stakeholders of the Federation, including both lay and professional leadership while embodying the highest standard of integrity and transparency. Responsibilities: 1) Finance Operations: • Supervise Finance Department personnel (3 direct reports, 7 staff) which includes Accounting, Payroll, Data Processing, and Office/Facilities Management., • Develop the annual operating budget, monitor actual-to-budget performance, and cash position. Prepare quarterly projections and present quarterly financial reports to the finance committee., • Responsible for generation and review of annual 990 Tax Returns, prepared in conjunction with independent accounting firm., • Manage relationships with Federation's banking partners., • Responsible for planning the annual audit process. Oversee all audit activities with Auditor and Federation staff., • Provide disciplined financial analysis to major organization decisions. Work to align resources with the objectives and strategies of the organization., • Ensure the accuracy and timeliness of all financial statements and regulatory reporting, and compliance., • Formulate and implement accounting policies and practices in conformance with all relevant laws and regulations, including but not limited to FASB and the IRS., • Develop, monitor, and improve internal accounting controls and performance efficiencies., • Ensure that all grants made by Federation comply with all appropriate policies, procedures, regulations, and legal requirements., • Oversee reconciliation of Endowment Foundation investments. 2) Business Operations: • Oversee payroll, purchasing, and all disbursement functions of Federation., • Negotiate and implement employee benefits and annual business insurance renewals., • Seek continuous improvement in the use of financial and human resources and reporting to improve the effectiveness and efficiency of the organization. 3) Other Divisions: • Oversee the information and technology functions of Federation including relationship with external IT partner, • Drive modernization including adoption of modern IT practices including safe use of Artificial Intelligence programs), • Oversee the human resource functions of Federation including employee benefits management and relationship with external human resources partner, • Manage Federation's physical facilities, including tenant relationships. 4) Board and Committee Relations: • Steward chairperson and members of the Finance (including any existing or potential Subcommittees) and Audit committees., • Schedule meetings, create agendas, prepare and distribute all materials, record and draft minutes, and all other tasks associated with the smooth operation of the above referenced committees., • Attend meetings of the Board of Trustees and other committees or groups as appropriate and requested by the CEO., • Collaborate with CEO, senior management team, and chairpersons of all Committees. Qualifications and Skills: • Minimum 10 years of successful management and leadership experience in all aspects of accounting, finance, investment management, and risk management., • CPA and/or MBA strongly preferred., • Demonstrated track record in personnel management and evaluation, budgeting, financial reporting, strategic thinking, and decision making., • Effective communicator, both verbal and written, with a wide range of stakeholders, including executive management, board members, and community leaders., • Ability to clearly and effectively communicate technical and complex information to a non- technical audience., • Strong interpersonal and leadership skills, with the ability to build and maintain relationships with staff, lay leaders, and community leaders., • Capacity to multi-task and take on new projects seamlessly and graciously., • Experience with oversight of endowment functions, including investment administration and fund accounting preferred., • Demonstrated understanding and strong personal commitment to the Jewish community and Federation mission preferred., • Knowledge of local Jewish community a plus. Compensation: Salary range is $185,000 - $225,000 For more information and to apply: Submit resume, in confidence to: carin@sageviewconsulting.com

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One. Are you a strategic financial services leader who can turn complex client and business needs into meaningful results? Join us as a Strategic Services Operations Manager and help advance a global custody platform through executive partnership, operational leadership, and cross-functional execution. In this highly visible role, you will serve as a strategic bridge between business partners, clients, and operations. You will collaborate across Wealth, Global Fund Services, Institutional Trust & Custody, Corporate Trust, Product, Technology, Risk, Finance, and other key organizations to translate emerging needs into actionable initiatives and service enhancements. What You'll Do • Build trusted relationships with senior leaders, clients, relationship managers, product partners, and operational teams., • Lead executive engagement routines, governance forums, strategic reporting, and service-level agreement oversight., • Coordinate the identification, escalation, tracking, and resolution of complex custody-related issues., • Translate client feedback, market developments, and operational challenges into strategic initiatives, product enhancements, and measurable business outcomes., • Provide custody market expertise through client presentations, business reviews, industry analysis, and strategic consultations., • Partner with business development and relationship management teams to support client retention, growth opportunities, and complex client needs., • Drive cross-functional initiatives involving Operations, Product, Technology, Risk, Finance, Legal, and Compliance., • Help internal teams and clients prepare for regulatory, market, and operational changes., • Represent the organization with clients, investment managers, sub-custodians, fintech providers, and industry participants. Why Top Talent Is Excited About This Opportunity This is more than an operations leadership role. You'll serve as a trusted advisor to senior leaders, influence strategic decisions, champion the voice of the client, and help shape the future of a growing global custody business. Your expertise will directly impact client satisfaction, operational excellence, product evolution, and business growth. You'll have the opportunity to: • Influence enterprise-wide initiatives and strategic priorities., • Partner with executive leadership across multiple business lines., • Drive meaningful change in a complex, highly visible environment., • Support major institutional clients and sophisticated market participants., • Serve as a recognized subject matter expert and industry ambassador. The Ideal Candidate You are a strategic thinker, relationship builder, and trusted business partner who thrives in complex environments. You understand the evolving custody landscape, anticipate client and business needs, and bring people together to solve problems, improve outcomes, and drive growth. You are equally comfortable in executive boardrooms, client meetings, governance forums, and cross-functional working sessions. Location: 3+ days onsite in New Jersey What You Bring Basic Qualifications • Bachelor's degree in Business, Finance, Economics, Operations Management, or a related discipline., • 10+ years of experience in Global Custody, Asset Servicing, Corporate Trust, Institutional Banking, Operations, Client Service, Relationship Management, or related financial services functions. Preferred Skills/Experience • Direct experience within Global Custody Services, Asset Servicing, Securities Processing, Institutional Trust & Custody, or Corporate Trust., • Strong network within the institutional custody and asset servicing industry., • Experience supporting strategic growth initiatives, client retention efforts, and business development activities., • Proven ability to influence operating models, product strategies, and client service frameworks across a large financial institution., • Deep understanding of global custody services, asset servicing, securities processing, cash correspondent banking, and complex asset administration., • Experience supporting institutional and wealth-focused business lines within a large financial institution., • Proven ability to build executive-level partnerships and influence senior stakeholders., • Strong experience leading complex cross-functional initiatives and driving results without direct authority., • Expertise in issue management, governance, service delivery, and operational improvement., • Exceptional communication, presentation, analytical, and problem-solving skills., • Ability to successfully manage competing priorities in a fast-paced, evolving environment., • Strong leadership capabilities with a focus on collaboration, accountability, and continuous improvement. Location Expectations This role requires working from a U.S. Bank location three (3) or more days per week. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: • 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. 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: $148,495.00 - $174,700.00 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.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings., • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions partnering with other branch team members to help achieve their financial goals., • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience. Chase is a leading financial services firm, helping nearly half of America'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' and employees' 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 Our Consumer & 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're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their 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.

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities • Acquire, manage, and retain a portfolio of 70 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000, • Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses, • Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio, • Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed, • Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships, • Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs, • Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills • Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience, • General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market, • Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners, • Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently, • Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment, • Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills • Bachelor's degree in Finance or related field or equivalent work experience, • Strong current business network Chase is a leading financial services firm, helping nearly half of America'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' and employees' 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 Our Consumer & 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're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings., • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions partnering with other branch team members to help achieve their financial goals., • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience. Chase is a leading financial services firm, helping nearly half of America'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' and employees' 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 Our Consumer & 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're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their 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.

Wells Fargo is seeking a Lead Wealth Underwriter in the Banking, Lending, & Trust's (BL&T) center of excellence within Wealth & Investment Management (WIM). The Underwriter will be on the Alternative Investments Financing team providing custom credit solutions focused on credit delivery to Private C

Our Consumer & 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. Deliver an outstanding experience to Chase business clients

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Mer

Morgan Stanley Job Opportunity.Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.The Firm's employees serve clients worldwide including corporations, governments, and individuals f

Essen Health Care is the largest privately held, multispecialty medical group in New York, providing high-quality, compassionate care to some of the state's most vulnerable and underserved residents. Founded in 1999, we've grown from a single primary care office into a network of 50+ locations offering urgent care, primary care and specialty services, from women's health to endocrinology and psychiatry. We also provide nursing home support, care management, and in-home care through our Essen House Calls program. Guided by a Population Health model, our team of 500+ providers deliver care in-person, at home, or via telehealth, ensuring patients get the support they need when and where they need it. We're looking for talented, motivated individuals to join our growing team. Whether you're a medical provider, administrator, or operations professional, there's a career here for you. Join us in making a real difference in the health of our community. The Vice President of Finance will be a key member of the executive leadership team, responsible for overseeing all financial operations of our Health Care Services business. This individual will provide strategic financial leadership, drive financial planning, and support growth initiatives, including mergers and acquisitions. The ideal candidate will bring deep financial acumen, strong leadership skills, and significant experience in both health care services and investment banking. Lead and manage all aspects of financial planning, budgeting, forecasting, and analysis for the health care services division. Partner with the executive team to develop and execute the company's financial strategy, supporting both organic and inorganic growth. Oversee financial reporting, investor relations ensuring accuracy, and timely delivery to stakeholders. Evaluate and execute M&A opportunities, including target identification, due diligence, valuation, deal structuring, and integration. Provide financial modeling and analysis to support business development, capital investments, and strategic initiatives. Manage relationships with banks, investors, auditors, and other external partners. Oversee treasury, cash flow management, and capital allocation. Build, mentor, and lead a high-performing finance team. Present financial results and strategic recommendations to the executive leadership. Bachelor's degree in finance, Accounting, Business Administration, or related field; MBA or CPA preferred. 10+ years of progressive financial leadership experience, with at least 3 years in a senior finance role within health care services Prior experience in investment banking, preferably with exposure to health care transactions (M&A, capital raising, etc.) Strong knowledge of health care industry regulations, reimbursement models, and operational metrics and ACO Reach programs Demonstrated success leading M&A transactions from inception to integration Exceptional analytical, strategic thinking, and communication skills Proven ability to lead and develop high-performing teams Advanced proficiency in financial modeling and analysis Preferred Skills: Experience working in a private equity-backed or publicly traded health care organization. Familiarity with health care technology and data analytics. Strong negotiation and relationship management skills. Location: Required to be in Bronx-based office location 5 days a week

Vice President & Associate Investment Banking – Industrials Team. Investment Banking Vice President and Associate. Our client, a leading Elite Boutique Investment Bank is seeking a.

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The firm is seeking an exceptional Investment Banking Associate to join its New York-based FinTech team. Banking technology and core banking software. Our client is a leading elite boutique investment bank with a distinguished track record of advising innovative, high-growth companies and financial

At Natixis, we co-create smart, innovative, and sustainable financial solutions with our clients.As a global financial services firm, we foster a culture of collaboration, agility, and excellence.Joining Natixis means partnering with diverse, high-performing teams to support dynamic global markets w

As a Summer Analyst, you will participate in a multi-disciplinary rotational framework across key client-facing and product teams within Investment Banking & Finance. During the program, candidates will rotate through specialized groups across our Investment Banking division, advising clients on com

We are seeking a Director-level professional to manage client relationships, identify and evaluate new business opportunities, oversee the transaction process—including due diligence and credit approval—and assist with investor review and distribution functions.This position will primarily focus

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The Sustainable Investment Banking team sits within Investment Banking Coverage but works closely alongside product teams including debt capital market, leveraged finance and loan syndications. Credit Agricole CIB, the Corporate & Investment Banking Arm of the Credit Agricole group, specialises in t

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Participate in the design and execution of securitization structures involving insurance companies, asset managers, and alternative investment platforms. The Insurance Solutions team develops innovative capital and financing solutions at the intersection of insurance, structured finance, and alterna

A leading global investment bank is looking to hire an Associate into its growing Secondaries team in New York. Prepare client materials, transaction documentation and investment analyses.

Prior investment banking Associate experience or completion of an Analyst program strongly preferred. Investment Banking Associate | FIG (Banks & Depositories). The Investment Banking Associate will play a key role in originating and executing advisory and financing transactions.

Investment Banking Analyst - New York, NY. We are seeking a driven Investment Banking Analyst to join our New York office. The ideal candidate will have 1–3 years of investment banking experience and a strong foundation in M&A execution and financial analysis.

A global investment bank is hiring a Senior Associate or junior Vice President for its healthcare investment banking group. Healthcare Investment Banking, Senior Associate or Vice President. The firm has a large institutional sales, trading, and research platform, and has spent the last several year

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Investment Banking Associate I/II, Leveraged Finance. We are seeking a Leveraged Finance Associate I/II to join our Investment Banking team in New York. This position is ideal for candidates with prior investment banking experience who are looking to take on increased transaction execution responsib

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We are seeking a high-caliber professional to join our team as a Project Manager for Global Banking Operations (GBO) Governance and Projects. Reporting directly to the Americas Head of Global Banking Operations, you will play a pivotal role with broad responsibilities across the entire Americas GBO

We are representing a leading global investment bank that is continuing to invest aggressively in its Power, Utilities & Infrastructure investment banking platform in New York. You will work directly alongside senior bankers with backgrounds at several of the world's leading investment banking franc

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