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Senior Portfolio Banker / BMO Family Office - Capital Advisory Services
BMO Financial Chicago, Illinois
Application Deadline: 07/30/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring). Manages the preparation of new lending proposals or presentations to clients/prospects. Ensures new business meets policy and procedures requirements for profitability and risk management. Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients. Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. Negotiates directly with clients on new and existing opportunities. Works directly with clients in the event of deteriorating credit situations. Provides day to day technical support and management of accounts for team members and customers. May act as lead relationship manager. Supports the sales process and client experience, identifying gaps, issues and best practices. Ensures timely resolution of all client questions and concerns, both internal and external. Performs client sales & service support activities as required to meet client needs and maintain overall service standards. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. May network with industry contacts to gain competitive insights and best practices. Identifies emerging issues and trends to inform decision-making. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Collaborates with internal and external stakeholders in order to deliver on business objectives. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Completes comprehensive analysis for risk, financial and profitability rating and assessments. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Ensures effective processes and controls are in place and adhered to, minimizing risk and maintaining the overall quality of the portfolio within acceptable levels. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms of the credit authorization and as per guidelines. May provide specialized support for other internal and external regulatory requirements. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures. Identifies and escalates irregularities and discrepancies to management as per guidelines. Participates in assigned audits and compliance reviews. Ensures proper adherence to the code of conduct and ethical guidelines. Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. In-depth / expert knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications. In-depth / expert knowledge of risk management concepts. Expert communication and relationship management skills. Broad and diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth markets. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at . click apply for full job details
07/27/2026
Full time
Application Deadline: 07/30/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring). Manages the preparation of new lending proposals or presentations to clients/prospects. Ensures new business meets policy and procedures requirements for profitability and risk management. Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients. Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. Negotiates directly with clients on new and existing opportunities. Works directly with clients in the event of deteriorating credit situations. Provides day to day technical support and management of accounts for team members and customers. May act as lead relationship manager. Supports the sales process and client experience, identifying gaps, issues and best practices. Ensures timely resolution of all client questions and concerns, both internal and external. Performs client sales & service support activities as required to meet client needs and maintain overall service standards. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. May network with industry contacts to gain competitive insights and best practices. Identifies emerging issues and trends to inform decision-making. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Collaborates with internal and external stakeholders in order to deliver on business objectives. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Completes comprehensive analysis for risk, financial and profitability rating and assessments. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Ensures effective processes and controls are in place and adhered to, minimizing risk and maintaining the overall quality of the portfolio within acceptable levels. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms of the credit authorization and as per guidelines. May provide specialized support for other internal and external regulatory requirements. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures. Identifies and escalates irregularities and discrepancies to management as per guidelines. Participates in assigned audits and compliance reviews. Ensures proper adherence to the code of conduct and ethical guidelines. Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. In-depth / expert knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications. In-depth / expert knowledge of risk management concepts. Expert communication and relationship management skills. Broad and diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth markets. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at . click apply for full job details
Hassan & Sons Inc
Human Resources Business Partner
Hassan & Sons Inc Woodland, California
Position Summary The Human Resources Business Partner (HRBP) serves as a strategic and operational partner to business leaders, providing guidance and support in all areas of human resources, including employee relations, talent management, performance development, organizational design, and workforce planning. This role acts as a trusted advisor, aligning HR strategies with business objectives to drive engagement, retention, and overall company success. HR Business Partner role offers an exciting opportunity for growth for an HR professional who thrives on ownership and impact. The role is heavily centered on employee relations, conducting investigations, and providing strategic guidance to leaders. We are looking for someone who is self-driven, disciplined, and able to quickly adapt and pivot as business needs evolve. Strong planning and organizational development capabilities are essential for success in this role. The role requires periodic travel to different sites in and around Sacramento area to provide on-site HR guidance, support leaders, and address employee-related matters. Experience in retail industry is a strong plus. Overview Focuses on delivering day-to-day HR partnership and execution for assigned client groups, with guidance from HR leadership Performs core HRBP responsibilities across employee relations, performance management, and talent partnership, while building proficiency and consistency Typically supports a defined scope (district/region/function) and escalates higher risk matters as needed Responsibilities and Duties Business Partnership & Strategy Collaborate with department leaders to understand business objectives and align HR initiatives with operational goal Serve as a consultant to management on people-related issues, providing data-driven recommendations and practical HR solutions Partner with leadership to assess organizational needs and support change management initiatives Employee Relations & Engagement Provide coaching and guidance to managers and employees regarding performance, conflict resolution, and company policy interpretation Conduct thorough and objective investigations of employee relations concerns Support programs that enhance employee engagement, retention, and workplace culture Performance Management & Development Partner with managers to implement effective performance review and feedback processes Identify skill gaps and coordinate training and development initiatives with the HR Director and Learning & Development team Support leadership development and succession planning effort Talent Acquisition & Workforce Planning Collaborate with the Recruiting team to forecast staffing needs and develop hiring strategies Participate in interviews for key positions and ensure a positive candidate experience Support workforce planning efforts, including organizational restructuring and headcount management Compensation & HR Operations Partner with HR leadership to ensure pay practices are equitable and aligned with company compensation philosophy Maintain accuracy of employee data in the HRIS and support payroll, benefits, and compliance processes Monitor HR metrics such as turnover, retention, and engagement to identify trends and recommend improvements Collaboration & Communication Act as a liaison between employees and management to foster transparent communication Support cross-departmental projects and company initiatives that promote an inclusive and collaborative workplace culture Maintain confidentiality and handle sensitive information with discretion and professionalism Education and Work Experience Bachelor's degree in Human Resources, Business Administration, or related field required Typically, 3+ years of progressive HR experience (HR Generalist/Coordinator background), building toward HRBP scope Skill Set Strong interpersonal and relationship-building skills with the ability to influence at all levels Excellent communication, facilitation, and conflict resolution skills High level of integrity, professionalism, and discretion with confidential information Proficiency in Microsoft Office Suite and HRIS systems (ADP Workforce Now preferred) Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Regularly required to sit, talk, hear, and use hands to handle office equipment and computer systems Occasionally required to stand, walk, or reach with hands and arms Must be able to lift up to 25 pounds on occasion Specific vision abilities required include close vision and the ability to adjust focus Work is performed primarily in an office setting with moderate noise levels Periodic travel to field locations is required Benefits Summary H&S Energy Group offers a comprehensive benefits package designed to support the health, well-being, and financial security of our employees. Eligible full-time team members have access to a wide range of benefits, including: Medical, dental, and vision insurance Voluntary supplemental benefits 401(k) retirement plan with company match Paid time off (PTO) and paid holidays Employee discounts and company-sponsored programs Opportunities for training, development, and career growth Application Requirements: To be considered for this role, candidates must submit both a resume and a cover letter. Resumes should clearly outline employment history, including job titles, employers, and dates of employment. Applications that do not include all required materials may not be considered. Compensation details: 00 Yearly Salary PI78fe017f7a90-7233
07/27/2026
Full time
Position Summary The Human Resources Business Partner (HRBP) serves as a strategic and operational partner to business leaders, providing guidance and support in all areas of human resources, including employee relations, talent management, performance development, organizational design, and workforce planning. This role acts as a trusted advisor, aligning HR strategies with business objectives to drive engagement, retention, and overall company success. HR Business Partner role offers an exciting opportunity for growth for an HR professional who thrives on ownership and impact. The role is heavily centered on employee relations, conducting investigations, and providing strategic guidance to leaders. We are looking for someone who is self-driven, disciplined, and able to quickly adapt and pivot as business needs evolve. Strong planning and organizational development capabilities are essential for success in this role. The role requires periodic travel to different sites in and around Sacramento area to provide on-site HR guidance, support leaders, and address employee-related matters. Experience in retail industry is a strong plus. Overview Focuses on delivering day-to-day HR partnership and execution for assigned client groups, with guidance from HR leadership Performs core HRBP responsibilities across employee relations, performance management, and talent partnership, while building proficiency and consistency Typically supports a defined scope (district/region/function) and escalates higher risk matters as needed Responsibilities and Duties Business Partnership & Strategy Collaborate with department leaders to understand business objectives and align HR initiatives with operational goal Serve as a consultant to management on people-related issues, providing data-driven recommendations and practical HR solutions Partner with leadership to assess organizational needs and support change management initiatives Employee Relations & Engagement Provide coaching and guidance to managers and employees regarding performance, conflict resolution, and company policy interpretation Conduct thorough and objective investigations of employee relations concerns Support programs that enhance employee engagement, retention, and workplace culture Performance Management & Development Partner with managers to implement effective performance review and feedback processes Identify skill gaps and coordinate training and development initiatives with the HR Director and Learning & Development team Support leadership development and succession planning effort Talent Acquisition & Workforce Planning Collaborate with the Recruiting team to forecast staffing needs and develop hiring strategies Participate in interviews for key positions and ensure a positive candidate experience Support workforce planning efforts, including organizational restructuring and headcount management Compensation & HR Operations Partner with HR leadership to ensure pay practices are equitable and aligned with company compensation philosophy Maintain accuracy of employee data in the HRIS and support payroll, benefits, and compliance processes Monitor HR metrics such as turnover, retention, and engagement to identify trends and recommend improvements Collaboration & Communication Act as a liaison between employees and management to foster transparent communication Support cross-departmental projects and company initiatives that promote an inclusive and collaborative workplace culture Maintain confidentiality and handle sensitive information with discretion and professionalism Education and Work Experience Bachelor's degree in Human Resources, Business Administration, or related field required Typically, 3+ years of progressive HR experience (HR Generalist/Coordinator background), building toward HRBP scope Skill Set Strong interpersonal and relationship-building skills with the ability to influence at all levels Excellent communication, facilitation, and conflict resolution skills High level of integrity, professionalism, and discretion with confidential information Proficiency in Microsoft Office Suite and HRIS systems (ADP Workforce Now preferred) Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Regularly required to sit, talk, hear, and use hands to handle office equipment and computer systems Occasionally required to stand, walk, or reach with hands and arms Must be able to lift up to 25 pounds on occasion Specific vision abilities required include close vision and the ability to adjust focus Work is performed primarily in an office setting with moderate noise levels Periodic travel to field locations is required Benefits Summary H&S Energy Group offers a comprehensive benefits package designed to support the health, well-being, and financial security of our employees. Eligible full-time team members have access to a wide range of benefits, including: Medical, dental, and vision insurance Voluntary supplemental benefits 401(k) retirement plan with company match Paid time off (PTO) and paid holidays Employee discounts and company-sponsored programs Opportunities for training, development, and career growth Application Requirements: To be considered for this role, candidates must submit both a resume and a cover letter. Resumes should clearly outline employment history, including job titles, employers, and dates of employment. Applications that do not include all required materials may not be considered. Compensation details: 00 Yearly Salary PI78fe017f7a90-7233
Senior Private Banker
BMO Financial Denver, Colorado
Application Deadline: 07/30/2026 Address: th Street, Suite 1050 Job Family Group: Wealth Sales & Service We're seeking a Senior Private Banker to join our team in Denver. The ideal candidate will have a proven track record of building and maintaining relationships with High-Net-Worth (HNW) and/or Ultra-High-Net-Worth (UHNW) clients in the region. We're also open to experienced commercial bankers with strong Centers of Influence (COIs) who are eager to expand their expertise into private banking and wealth management. Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high net worth clients with an objective of becoming their trusted advisor. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. Seasoned professional with a combination of education, experience and industry knowledge. Verbal and written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration and team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers . click apply for full job details
07/27/2026
Full time
Application Deadline: 07/30/2026 Address: th Street, Suite 1050 Job Family Group: Wealth Sales & Service We're seeking a Senior Private Banker to join our team in Denver. The ideal candidate will have a proven track record of building and maintaining relationships with High-Net-Worth (HNW) and/or Ultra-High-Net-Worth (UHNW) clients in the region. We're also open to experienced commercial bankers with strong Centers of Influence (COIs) who are eager to expand their expertise into private banking and wealth management. Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high net worth clients with an objective of becoming their trusted advisor. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. Seasoned professional with a combination of education, experience and industry knowledge. Verbal and written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration and team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers . click apply for full job details
Sales Advisor Hawthorne Ct FT
Hawthorne Court Kennewick, Washington
If you're looking for a job that goes beyond the basics to deliver purpose and joy, you'll find it here! Welcome to Leisure Care, where employees inspire today's older adults to embrace joy and purpose in their lives while doing the same in their own. For 50 years, we've been reimagining and reinventing what it means to work in senior living, ensuring our employees have the most fulfilling and productive opportunities possible. Our hospitality-based care services and superstar employees (like you!) inspire new and creative ways of doing business and serving our residents and their families. Our employees are the heart of Leisure Care communities, working to make our communities feel just like home. Our teams work together to bring premier dining, personalized fitness, and engaging activities to older adults while also making a profound difference in the lives of our residents and their families. With the best benefits in the biz, you can build your dream job while knowing your work matters - and have a lot of fun doing it! But don't just take our word for it. Our teams agree! We're a certified Great Place to Work and ranked among Fortune's Best Workplaces in Aging Services! We are now seeking a Sales Advisor to join our team! As the Sales Advisor, you will cultivate relationships with prospective residents, family members, and referral sources and communicate the unique benefits of the retirement community and advance sales to move-in. This role will coordinate and execute all aspects of sales and marketing for the community through advertising, public relations, direct mail, special events, market research, and referral development. Conducts deep discovery to understand prospects needs. Leads prospective residents and family members on guided tours. Inspects the building and model apartment(s) on a regular basis to maximize tour readiness. Utilizes Sherpa to maintain an accurate and up-to-date prospect database. Performs follow-up through phone calls, personal visits, notes, etc. Creates and implements a strategic marketing plan for the community. Successful candidates will have a passion for sales and two years of previous experience in a similar sales role is preferred. Bachelor's degree preferred. Must have excellent communication and presentation skills. Compensation includes a base wage plus commission! We offer a commission plan based on revenue received for each move in. This percentage is between 3-6% of move in costs. We also offer a monthly or quarterly Bonus Plan which can vary depending on occupancy. Our benefits package is one of the best in the business. We offer it all: Medical, Dental and Vision Early Wage Access (access to earned wages when needed!) 401(k) 10 Days Vacation per year & 1 Hour Sick Leave earned for every 30 hours worked. Bereavement & Jury Duty Leave 6 Holidays 2 Float Holidays Flexible Spending Accounts (Health and Dependent Care) Meal Discounts Tuition Assistance Short Term Disability Term Life Insurance Term AD&D Critical Illness Hospital Indemnity Apply today! Leisure Care provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. JB.0.00.LN
07/27/2026
Full time
If you're looking for a job that goes beyond the basics to deliver purpose and joy, you'll find it here! Welcome to Leisure Care, where employees inspire today's older adults to embrace joy and purpose in their lives while doing the same in their own. For 50 years, we've been reimagining and reinventing what it means to work in senior living, ensuring our employees have the most fulfilling and productive opportunities possible. Our hospitality-based care services and superstar employees (like you!) inspire new and creative ways of doing business and serving our residents and their families. Our employees are the heart of Leisure Care communities, working to make our communities feel just like home. Our teams work together to bring premier dining, personalized fitness, and engaging activities to older adults while also making a profound difference in the lives of our residents and their families. With the best benefits in the biz, you can build your dream job while knowing your work matters - and have a lot of fun doing it! But don't just take our word for it. Our teams agree! We're a certified Great Place to Work and ranked among Fortune's Best Workplaces in Aging Services! We are now seeking a Sales Advisor to join our team! As the Sales Advisor, you will cultivate relationships with prospective residents, family members, and referral sources and communicate the unique benefits of the retirement community and advance sales to move-in. This role will coordinate and execute all aspects of sales and marketing for the community through advertising, public relations, direct mail, special events, market research, and referral development. Conducts deep discovery to understand prospects needs. Leads prospective residents and family members on guided tours. Inspects the building and model apartment(s) on a regular basis to maximize tour readiness. Utilizes Sherpa to maintain an accurate and up-to-date prospect database. Performs follow-up through phone calls, personal visits, notes, etc. Creates and implements a strategic marketing plan for the community. Successful candidates will have a passion for sales and two years of previous experience in a similar sales role is preferred. Bachelor's degree preferred. Must have excellent communication and presentation skills. Compensation includes a base wage plus commission! We offer a commission plan based on revenue received for each move in. This percentage is between 3-6% of move in costs. We also offer a monthly or quarterly Bonus Plan which can vary depending on occupancy. Our benefits package is one of the best in the business. We offer it all: Medical, Dental and Vision Early Wage Access (access to earned wages when needed!) 401(k) 10 Days Vacation per year & 1 Hour Sick Leave earned for every 30 hours worked. Bereavement & Jury Duty Leave 6 Holidays 2 Float Holidays Flexible Spending Accounts (Health and Dependent Care) Meal Discounts Tuition Assistance Short Term Disability Term Life Insurance Term AD&D Critical Illness Hospital Indemnity Apply today! Leisure Care provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. JB.0.00.LN
Senior Private Banker, Ultra High Net Worth
BMO Financial Chicago, Illinois
Application Deadline: 08/06/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor. Develops relationship with client's professional advisors in developing appropriate credit and tax-favourable structures to meet their family needs. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Develops and negotiates complex credit strategies, ensuring appropriate remuneration. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation . click apply for full job details
07/27/2026
Full time
Application Deadline: 08/06/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor. Develops relationship with client's professional advisors in developing appropriate credit and tax-favourable structures to meet their family needs. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Develops and negotiates complex credit strategies, ensuring appropriate remuneration. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation . click apply for full job details
Senior Private Banker
BMO Financial San Francisco, California
Application Deadline: 08/30/2026 Address: 180 Montgomery St. Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor. Develops relationship with client's professional advisors in developing appropriate credit and tax-favourable structures to meet their family needs. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Develops and negotiates complex credit strategies, ensuring appropriate remuneration. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $122,400.00 - $228,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation . click apply for full job details
07/27/2026
Full time
Application Deadline: 08/30/2026 Address: 180 Montgomery St. Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor. Develops relationship with client's professional advisors in developing appropriate credit and tax-favourable structures to meet their family needs. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Develops and negotiates complex credit strategies, ensuring appropriate remuneration. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $122,400.00 - $228,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation . click apply for full job details
L3Harris Technologies
Director, Mechanical Engineering (Segment Strategy Lead)
L3Harris Technologies Camden, New Jersey
L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers' mission and quest for professional growth. L3Harris provides an inclusive, engaging environment designed to empower employees and promote work-life success. Fundamental to our culture is an unwavering focus on values, dedication to our communities, and commitment to excellence in everything we do. L3Harris is the Trusted Disruptor in defense tech. With customers' mission-critical needs always in mind, our employees deliver end-to-end technology solutions connecting the space, air, land, sea and cyber domains in the interest of national security. Job Title: Director, Mechanical Engineering (Segment Strategy Lead) Job Code: 40337 Job Location: Fort Wayne, IN; Palm Bay, FL; Rochester, NY; Chantilly, VA; Waco, TX; Camden, NJ; Colorado Springs, CO; Greenville, TX; Herndon, VA Work Schedule: 9/80 (Every other Friday off) Relocation: Relocation assistance is available to qualified applicants Job Description: L3Harris is seeking a Mechanical Engineering Director to lead cross-sector mechanical engineering strategy and discipline excellence across the Space & Mission Systems (SMS) segment. Reporting to the Vice President of SMS Engineering Technology & AI, this leader will partner with the sectors to deliver on today's commitments while building tomorrow's mechanical engineering discipline today. The ideal candidate is a strategic thinker with deep mechanical engineering expertise who can scale vertically as a leader: operating hands-on at the technical level when programs need it, stepping back to drive enterprise strategy when the mission requires it, and coaching and developing the team at every level. This individual will own and drive the AI strategy and roadmap for the mechanical engineering discipline and will partner closely with the AI Transformation team to ensure AI-native engineering practices take root across the SMS workforce. Essential Functions: Lead segment-wide discipline initiatives while being available to roll up your sleeves and support sectors with urgent technical fires and critical program needs. Coordinate cross-sector mechanical engineering resource sharing, best practices, and discipline standards to reduce duplication and increase segment-wide capability and efficiency. Establish and lead Cross-Sector Communities of Practice (CoPs) for mechanical engineering disciplines to accelerate talent development and knowledge transfer across sectors. Identify, evaluate, prioritize, and drive adoption of mechanical engineering tools, infrastructure, development environments, and processes to optimize engineering productivity. Own the AI strategy and discipline roadmap for mechanical engineering Partner with AI Workforce Readiness to ensure AI training programs are tailored to mechanical engineers and aligned with discipline-specific roadmaps and program needs. Lead, mentor, and develop discipline talent fostering a culture of technical excellence, continuous learning, and innovation. Serve as a trusted technical advisor to sector Chief Engineers, program managers, and business development teams on matters of mechanical engineering strategy, standards, and capability. Occasional travel to various L3Harris locations will be required - Roughly 10-20% Qualifications: Bachelor's degree in Mechanical Engineering or related field with a minimum of 15 years of experience; or Graduate Degree with a minimum of 13 years of experience. Active Secret Clearance is required Professional experience leading and developing large mechanical engineering teams across multiple programs or sectors. Professional experience developing engineering team strategies, workforce development plans, and performance management frameworks. Experience leading large DoD proposals with significant mechanical engineering content. Preferred Additional Skills: Excellent leadership, communication, and stakeholder management skills with a track record of influencing across organizations. Experience managing and growing engineering communities of practice across large, distributed organizations. Extensive knowledge of Agile, SAFe, and DevSecOps frameworks in a defense program context. In compliance with pay transparency requirements, the salary range for this role in California, Massachusetts, New Jersey, Washington, and the Greater D.C. area, Denver, or NYC areas is $175,000.00 - $325,000.00. The salary range for this role in Colorado state, Hawaii, Illinois, Maryland, Minnesota, New York state, Cleveland Ohio, Vermont and Virginia is $152,500.00 - $283,000.00. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location. L3Harris also offers a variety of benefits, including health and disability insurance, 401(k) match, flexible spending accounts, EAP, education assistance, parental leave, paid time off, and company-paid holidays. The specific programs and options available to an employee may vary depending on date of hire, schedule type, and the applicability of collective bargaining agreements. L3Harris Technologies is proud to be an Equal Opportunity Employer. L3Harris is committed to treating all employees and applicants for employment with respect and dignity and maintaining a workplace that is free from unlawful discrimination. All applicants will be considered for employment without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender (including pregnancy, childbirth, breastfeeding or other related medical conditions), gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, characteristic or membership in any other group protected by federal, state or local laws. L3Harris maintains a drug-free workplace and performs pre-employment substance abuse testing and background checks, where permitted by law. Please be aware many of our positions require the ability to obtain a security clearance. Security clearances may only be granted to U.S. citizens. In addition, applicants who accept a conditional offer of employment may be subject to government security investigation(s) and must meet eligibility requirements for access to classified information. By submitting your resume for this position, you understand and agree that L3Harris Technologies may share your resume, as well as any other related personal information or documentation you provide, with its subsidiaries and affiliated companies for the purpose of considering you for other available positions. L3Harris Technologies is an E-Verify Employer. Please click here for the E-Verify Poster in English or Spanish. For information regarding your Right To Work, please click here for English or Spanish.
07/27/2026
Full time
L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers' mission and quest for professional growth. L3Harris provides an inclusive, engaging environment designed to empower employees and promote work-life success. Fundamental to our culture is an unwavering focus on values, dedication to our communities, and commitment to excellence in everything we do. L3Harris is the Trusted Disruptor in defense tech. With customers' mission-critical needs always in mind, our employees deliver end-to-end technology solutions connecting the space, air, land, sea and cyber domains in the interest of national security. Job Title: Director, Mechanical Engineering (Segment Strategy Lead) Job Code: 40337 Job Location: Fort Wayne, IN; Palm Bay, FL; Rochester, NY; Chantilly, VA; Waco, TX; Camden, NJ; Colorado Springs, CO; Greenville, TX; Herndon, VA Work Schedule: 9/80 (Every other Friday off) Relocation: Relocation assistance is available to qualified applicants Job Description: L3Harris is seeking a Mechanical Engineering Director to lead cross-sector mechanical engineering strategy and discipline excellence across the Space & Mission Systems (SMS) segment. Reporting to the Vice President of SMS Engineering Technology & AI, this leader will partner with the sectors to deliver on today's commitments while building tomorrow's mechanical engineering discipline today. The ideal candidate is a strategic thinker with deep mechanical engineering expertise who can scale vertically as a leader: operating hands-on at the technical level when programs need it, stepping back to drive enterprise strategy when the mission requires it, and coaching and developing the team at every level. This individual will own and drive the AI strategy and roadmap for the mechanical engineering discipline and will partner closely with the AI Transformation team to ensure AI-native engineering practices take root across the SMS workforce. Essential Functions: Lead segment-wide discipline initiatives while being available to roll up your sleeves and support sectors with urgent technical fires and critical program needs. Coordinate cross-sector mechanical engineering resource sharing, best practices, and discipline standards to reduce duplication and increase segment-wide capability and efficiency. Establish and lead Cross-Sector Communities of Practice (CoPs) for mechanical engineering disciplines to accelerate talent development and knowledge transfer across sectors. Identify, evaluate, prioritize, and drive adoption of mechanical engineering tools, infrastructure, development environments, and processes to optimize engineering productivity. Own the AI strategy and discipline roadmap for mechanical engineering Partner with AI Workforce Readiness to ensure AI training programs are tailored to mechanical engineers and aligned with discipline-specific roadmaps and program needs. Lead, mentor, and develop discipline talent fostering a culture of technical excellence, continuous learning, and innovation. Serve as a trusted technical advisor to sector Chief Engineers, program managers, and business development teams on matters of mechanical engineering strategy, standards, and capability. Occasional travel to various L3Harris locations will be required - Roughly 10-20% Qualifications: Bachelor's degree in Mechanical Engineering or related field with a minimum of 15 years of experience; or Graduate Degree with a minimum of 13 years of experience. Active Secret Clearance is required Professional experience leading and developing large mechanical engineering teams across multiple programs or sectors. Professional experience developing engineering team strategies, workforce development plans, and performance management frameworks. Experience leading large DoD proposals with significant mechanical engineering content. Preferred Additional Skills: Excellent leadership, communication, and stakeholder management skills with a track record of influencing across organizations. Experience managing and growing engineering communities of practice across large, distributed organizations. Extensive knowledge of Agile, SAFe, and DevSecOps frameworks in a defense program context. In compliance with pay transparency requirements, the salary range for this role in California, Massachusetts, New Jersey, Washington, and the Greater D.C. area, Denver, or NYC areas is $175,000.00 - $325,000.00. The salary range for this role in Colorado state, Hawaii, Illinois, Maryland, Minnesota, New York state, Cleveland Ohio, Vermont and Virginia is $152,500.00 - $283,000.00. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location. L3Harris also offers a variety of benefits, including health and disability insurance, 401(k) match, flexible spending accounts, EAP, education assistance, parental leave, paid time off, and company-paid holidays. The specific programs and options available to an employee may vary depending on date of hire, schedule type, and the applicability of collective bargaining agreements. L3Harris Technologies is proud to be an Equal Opportunity Employer. L3Harris is committed to treating all employees and applicants for employment with respect and dignity and maintaining a workplace that is free from unlawful discrimination. All applicants will be considered for employment without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender (including pregnancy, childbirth, breastfeeding or other related medical conditions), gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, characteristic or membership in any other group protected by federal, state or local laws. L3Harris maintains a drug-free workplace and performs pre-employment substance abuse testing and background checks, where permitted by law. Please be aware many of our positions require the ability to obtain a security clearance. Security clearances may only be granted to U.S. citizens. In addition, applicants who accept a conditional offer of employment may be subject to government security investigation(s) and must meet eligibility requirements for access to classified information. By submitting your resume for this position, you understand and agree that L3Harris Technologies may share your resume, as well as any other related personal information or documentation you provide, with its subsidiaries and affiliated companies for the purpose of considering you for other available positions. L3Harris Technologies is an E-Verify Employer. Please click here for the E-Verify Poster in English or Spanish. For information regarding your Right To Work, please click here for English or Spanish.
L3Harris Technologies
Director, Mechanical Engineering (Segment Strategy Lead)
L3Harris Technologies Chantilly, Virginia
L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers' mission and quest for professional growth. L3Harris provides an inclusive, engaging environment designed to empower employees and promote work-life success. Fundamental to our culture is an unwavering focus on values, dedication to our communities, and commitment to excellence in everything we do. L3Harris is the Trusted Disruptor in defense tech. With customers' mission-critical needs always in mind, our employees deliver end-to-end technology solutions connecting the space, air, land, sea and cyber domains in the interest of national security. Job Title: Director, Mechanical Engineering (Segment Strategy Lead) Job Code: 40337 Job Location: Fort Wayne, IN; Palm Bay, FL; Rochester, NY; Chantilly, VA; Waco, TX; Camden, NJ; Colorado Springs, CO; Greenville, TX; Herndon, VA Work Schedule: 9/80 (Every other Friday off) Relocation: Relocation assistance is available to qualified applicants Job Description: L3Harris is seeking a Mechanical Engineering Director to lead cross-sector mechanical engineering strategy and discipline excellence across the Space & Mission Systems (SMS) segment. Reporting to the Vice President of SMS Engineering Technology & AI, this leader will partner with the sectors to deliver on today's commitments while building tomorrow's mechanical engineering discipline today. The ideal candidate is a strategic thinker with deep mechanical engineering expertise who can scale vertically as a leader: operating hands-on at the technical level when programs need it, stepping back to drive enterprise strategy when the mission requires it, and coaching and developing the team at every level. This individual will own and drive the AI strategy and roadmap for the mechanical engineering discipline and will partner closely with the AI Transformation team to ensure AI-native engineering practices take root across the SMS workforce. Essential Functions: Lead segment-wide discipline initiatives while being available to roll up your sleeves and support sectors with urgent technical fires and critical program needs. Coordinate cross-sector mechanical engineering resource sharing, best practices, and discipline standards to reduce duplication and increase segment-wide capability and efficiency. Establish and lead Cross-Sector Communities of Practice (CoPs) for mechanical engineering disciplines to accelerate talent development and knowledge transfer across sectors. Identify, evaluate, prioritize, and drive adoption of mechanical engineering tools, infrastructure, development environments, and processes to optimize engineering productivity. Own the AI strategy and discipline roadmap for mechanical engineering Partner with AI Workforce Readiness to ensure AI training programs are tailored to mechanical engineers and aligned with discipline-specific roadmaps and program needs. Lead, mentor, and develop discipline talent fostering a culture of technical excellence, continuous learning, and innovation. Serve as a trusted technical advisor to sector Chief Engineers, program managers, and business development teams on matters of mechanical engineering strategy, standards, and capability. Occasional travel to various L3Harris locations will be required - Roughly 10-20% Qualifications: Bachelor's degree in Mechanical Engineering or related field with a minimum of 15 years of experience; or Graduate Degree with a minimum of 13 years of experience. Active Secret Clearance is required Professional experience leading and developing large mechanical engineering teams across multiple programs or sectors. Professional experience developing engineering team strategies, workforce development plans, and performance management frameworks. Experience leading large DoD proposals with significant mechanical engineering content. Preferred Additional Skills: Excellent leadership, communication, and stakeholder management skills with a track record of influencing across organizations. Experience managing and growing engineering communities of practice across large, distributed organizations. Extensive knowledge of Agile, SAFe, and DevSecOps frameworks in a defense program context. In compliance with pay transparency requirements, the salary range for this role in California, Massachusetts, New Jersey, Washington, and the Greater D.C. area, Denver, or NYC areas is $175,000.00 - $325,000.00. The salary range for this role in Colorado state, Hawaii, Illinois, Maryland, Minnesota, New York state, Cleveland Ohio, Vermont and Virginia is $152,500.00 - $283,000.00. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location. L3Harris also offers a variety of benefits, including health and disability insurance, 401(k) match, flexible spending accounts, EAP, education assistance, parental leave, paid time off, and company-paid holidays. The specific programs and options available to an employee may vary depending on date of hire, schedule type, and the applicability of collective bargaining agreements. L3Harris Technologies is proud to be an Equal Opportunity Employer. L3Harris is committed to treating all employees and applicants for employment with respect and dignity and maintaining a workplace that is free from unlawful discrimination. All applicants will be considered for employment without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender (including pregnancy, childbirth, breastfeeding or other related medical conditions), gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, characteristic or membership in any other group protected by federal, state or local laws. L3Harris maintains a drug-free workplace and performs pre-employment substance abuse testing and background checks, where permitted by law. Please be aware many of our positions require the ability to obtain a security clearance. Security clearances may only be granted to U.S. citizens. In addition, applicants who accept a conditional offer of employment may be subject to government security investigation(s) and must meet eligibility requirements for access to classified information. By submitting your resume for this position, you understand and agree that L3Harris Technologies may share your resume, as well as any other related personal information or documentation you provide, with its subsidiaries and affiliated companies for the purpose of considering you for other available positions. L3Harris Technologies is an E-Verify Employer. Please click here for the E-Verify Poster in English or Spanish. For information regarding your Right To Work, please click here for English or Spanish.
07/27/2026
Full time
L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers' mission and quest for professional growth. L3Harris provides an inclusive, engaging environment designed to empower employees and promote work-life success. Fundamental to our culture is an unwavering focus on values, dedication to our communities, and commitment to excellence in everything we do. L3Harris is the Trusted Disruptor in defense tech. With customers' mission-critical needs always in mind, our employees deliver end-to-end technology solutions connecting the space, air, land, sea and cyber domains in the interest of national security. Job Title: Director, Mechanical Engineering (Segment Strategy Lead) Job Code: 40337 Job Location: Fort Wayne, IN; Palm Bay, FL; Rochester, NY; Chantilly, VA; Waco, TX; Camden, NJ; Colorado Springs, CO; Greenville, TX; Herndon, VA Work Schedule: 9/80 (Every other Friday off) Relocation: Relocation assistance is available to qualified applicants Job Description: L3Harris is seeking a Mechanical Engineering Director to lead cross-sector mechanical engineering strategy and discipline excellence across the Space & Mission Systems (SMS) segment. Reporting to the Vice President of SMS Engineering Technology & AI, this leader will partner with the sectors to deliver on today's commitments while building tomorrow's mechanical engineering discipline today. The ideal candidate is a strategic thinker with deep mechanical engineering expertise who can scale vertically as a leader: operating hands-on at the technical level when programs need it, stepping back to drive enterprise strategy when the mission requires it, and coaching and developing the team at every level. This individual will own and drive the AI strategy and roadmap for the mechanical engineering discipline and will partner closely with the AI Transformation team to ensure AI-native engineering practices take root across the SMS workforce. Essential Functions: Lead segment-wide discipline initiatives while being available to roll up your sleeves and support sectors with urgent technical fires and critical program needs. Coordinate cross-sector mechanical engineering resource sharing, best practices, and discipline standards to reduce duplication and increase segment-wide capability and efficiency. Establish and lead Cross-Sector Communities of Practice (CoPs) for mechanical engineering disciplines to accelerate talent development and knowledge transfer across sectors. Identify, evaluate, prioritize, and drive adoption of mechanical engineering tools, infrastructure, development environments, and processes to optimize engineering productivity. Own the AI strategy and discipline roadmap for mechanical engineering Partner with AI Workforce Readiness to ensure AI training programs are tailored to mechanical engineers and aligned with discipline-specific roadmaps and program needs. Lead, mentor, and develop discipline talent fostering a culture of technical excellence, continuous learning, and innovation. Serve as a trusted technical advisor to sector Chief Engineers, program managers, and business development teams on matters of mechanical engineering strategy, standards, and capability. Occasional travel to various L3Harris locations will be required - Roughly 10-20% Qualifications: Bachelor's degree in Mechanical Engineering or related field with a minimum of 15 years of experience; or Graduate Degree with a minimum of 13 years of experience. Active Secret Clearance is required Professional experience leading and developing large mechanical engineering teams across multiple programs or sectors. Professional experience developing engineering team strategies, workforce development plans, and performance management frameworks. Experience leading large DoD proposals with significant mechanical engineering content. Preferred Additional Skills: Excellent leadership, communication, and stakeholder management skills with a track record of influencing across organizations. Experience managing and growing engineering communities of practice across large, distributed organizations. Extensive knowledge of Agile, SAFe, and DevSecOps frameworks in a defense program context. In compliance with pay transparency requirements, the salary range for this role in California, Massachusetts, New Jersey, Washington, and the Greater D.C. area, Denver, or NYC areas is $175,000.00 - $325,000.00. The salary range for this role in Colorado state, Hawaii, Illinois, Maryland, Minnesota, New York state, Cleveland Ohio, Vermont and Virginia is $152,500.00 - $283,000.00. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location. L3Harris also offers a variety of benefits, including health and disability insurance, 401(k) match, flexible spending accounts, EAP, education assistance, parental leave, paid time off, and company-paid holidays. The specific programs and options available to an employee may vary depending on date of hire, schedule type, and the applicability of collective bargaining agreements. L3Harris Technologies is proud to be an Equal Opportunity Employer. L3Harris is committed to treating all employees and applicants for employment with respect and dignity and maintaining a workplace that is free from unlawful discrimination. All applicants will be considered for employment without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender (including pregnancy, childbirth, breastfeeding or other related medical conditions), gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, characteristic or membership in any other group protected by federal, state or local laws. L3Harris maintains a drug-free workplace and performs pre-employment substance abuse testing and background checks, where permitted by law. Please be aware many of our positions require the ability to obtain a security clearance. Security clearances may only be granted to U.S. citizens. In addition, applicants who accept a conditional offer of employment may be subject to government security investigation(s) and must meet eligibility requirements for access to classified information. By submitting your resume for this position, you understand and agree that L3Harris Technologies may share your resume, as well as any other related personal information or documentation you provide, with its subsidiaries and affiliated companies for the purpose of considering you for other available positions. L3Harris Technologies is an E-Verify Employer. Please click here for the E-Verify Poster in English or Spanish. For information regarding your Right To Work, please click here for English or Spanish.
Senior Corporate Accounting Manager
Ashley Furniture Industries, LLC. Independence, Wisconsin
Job Description Senior Corporate Accounting Manager Ashley Furniture Industries Lead Financial Excellence at the World's Largest Furniture Manufacturer Ashley Furniture Industries seeks an accomplished Senior Corporate Accounting Manager to partner with our Assistant Controller in ensuring financial integrity, driving operational excellence, and leading critical finance functions across our global enterprise. The Opportunity Serve as senior financial leader ensuring all transactions comply with GAAP while maintaining integrity of company financial statements and internal controls. Assist the Assistant Controller oversee support of Financial Planning & Analysis and Transactional Accounting departments. This role combines strategic financial leadership with operational excellence , positioning you as a key advisor to executive finance leadership. What You'll Lead Strategic Financial Management Support general ledger maintenance in accordance with GAAP standards Support consolidation of related companies and combination reporting. Develop comprehensive financial reports for management, creditors, and stakeholders Support annual budget preparation and financial forecasts enterprise-wide Monitor and oversee posting of cash transaction flows Facilitate development of new financial and accounting systems and data visualization. Assist with independent audits across company entities Direct preparation of regulatory reports and ensure compliance Work with offshore teams supporting global finance functions Support Ashley finance transformation projects Departmental Oversight Provide leadership and strategic direction for 6-8 finance professionals across: Financial Planning & Analysis (FP&A) Transactional Accounting functions Team Leadership & Development Assist the Assistant Controller with the development of a team of 6-8 finance professionals Support employment decisions including hiring, promotions, and performance management Coach team through performance reviews and development planning Build succession plans and develop future finance leaders Foster culture of continuous improvement and financial excellence Process Improvement & Innovation Drive continuous improvement initiatives across finance operations Apply technology and business approaches in innovative ways Develop solutions for complex technical or strategic challenges Improve processes in safety, quality, productivity, and cost What You Bring Required Bachelor's degree in Accounting 10+ years managerial accounting/finance experience (manufacturing environment preferred) Proven track record leading finance teams and driving results Deep expertise in GAAP and financial reporting requirements Strong analytical and problem-solving capabilities Excellent leadership and people development skills Occasional domestic and international travel Flexible schedule with availability during critical business periods Preferred CPA or CMA certification Manufacturing or consumer products industry experience Financial systems implementation experience Continuous improvement or Lean Six Sigma background Core Competencies Financial Expertise: Expert knowledge of GAAP financial reporting Strong mathematical and statistical skills Internal controls and record management expertise High level of accuracy and attention to detail Leadership & Management: Effective resource management and optimization Strategic thinking with tactical execution Drive results through people Communication & Technical: Excellent verbal and written communication skills Proficient in Microsoft Office Suite and financial systems Advanced Excel and financial modeling capabilities Experience with ERP systems and financial software Personal Attributes: Ethics, values, integrity, and trust Effective time management and organizational skills Ability to manage multiple priorities simultaneously Thrives in fast-paced, demanding environments Maintains confidentiality with sensitive information Compensation & Benefits Comprehensive benefits: medical, dental, vision, 401(k) with match Paid time off and company holidays Professional development support (CPA/CMA, continuing education, conferences) Employee furniture purchase discounts Life and disability insurance Relocation assistance available for qualified candidates Why Ashley Furniture? Industry Leadership - World's largest furniture manufacturer, Fortune 500 company Career Growth - Clear pathway to Corporate Controller and senior finance leadership Financial Innovation - Investment in cutting-edge systems and technology Professional Development - Certification support, training, leadership programs Organizational Culture - Collaborative, team-oriented, continuous improvement mindset Location - Arcadia, Wisconsin offers excellent quality of life, affordable living, family-friendly community Our Core Values Ethics and Integrity - Unwavering commitment to doing what's right Excellence - Setting the standard for quality Accountability - Owning responsibilities and delivering results Leadership - Developing people and driving success Innovation - Embracing change and continuous improvement Collaboration - Working together to achieve shared goals Application Process Submit: Resume highlighting relevant accounting, finance, and leadership experience Cover letter addressing your qualifications and interest in this role Professional references (provided upon request) Our selection process includes: Resume screening by Talent Acquisition Phone interview with HR and hiring manager On-site interviews with Corporate Controller and finance leadership Executive interview with senior leadership Offer and background verification Typical hiring timeline: 4-6 weeks from application Apply Today Shape the Financial Future of Ashley Furniture Industries This senior leadership opportunity offers strategic impact, team development, and career advancement for accomplished finance professionals ready to make their mark at a global industry leader. Ashley Furniture Industries 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, veteran status, or any other protected characteristic.
07/27/2026
Full time
Job Description Senior Corporate Accounting Manager Ashley Furniture Industries Lead Financial Excellence at the World's Largest Furniture Manufacturer Ashley Furniture Industries seeks an accomplished Senior Corporate Accounting Manager to partner with our Assistant Controller in ensuring financial integrity, driving operational excellence, and leading critical finance functions across our global enterprise. The Opportunity Serve as senior financial leader ensuring all transactions comply with GAAP while maintaining integrity of company financial statements and internal controls. Assist the Assistant Controller oversee support of Financial Planning & Analysis and Transactional Accounting departments. This role combines strategic financial leadership with operational excellence , positioning you as a key advisor to executive finance leadership. What You'll Lead Strategic Financial Management Support general ledger maintenance in accordance with GAAP standards Support consolidation of related companies and combination reporting. Develop comprehensive financial reports for management, creditors, and stakeholders Support annual budget preparation and financial forecasts enterprise-wide Monitor and oversee posting of cash transaction flows Facilitate development of new financial and accounting systems and data visualization. Assist with independent audits across company entities Direct preparation of regulatory reports and ensure compliance Work with offshore teams supporting global finance functions Support Ashley finance transformation projects Departmental Oversight Provide leadership and strategic direction for 6-8 finance professionals across: Financial Planning & Analysis (FP&A) Transactional Accounting functions Team Leadership & Development Assist the Assistant Controller with the development of a team of 6-8 finance professionals Support employment decisions including hiring, promotions, and performance management Coach team through performance reviews and development planning Build succession plans and develop future finance leaders Foster culture of continuous improvement and financial excellence Process Improvement & Innovation Drive continuous improvement initiatives across finance operations Apply technology and business approaches in innovative ways Develop solutions for complex technical or strategic challenges Improve processes in safety, quality, productivity, and cost What You Bring Required Bachelor's degree in Accounting 10+ years managerial accounting/finance experience (manufacturing environment preferred) Proven track record leading finance teams and driving results Deep expertise in GAAP and financial reporting requirements Strong analytical and problem-solving capabilities Excellent leadership and people development skills Occasional domestic and international travel Flexible schedule with availability during critical business periods Preferred CPA or CMA certification Manufacturing or consumer products industry experience Financial systems implementation experience Continuous improvement or Lean Six Sigma background Core Competencies Financial Expertise: Expert knowledge of GAAP financial reporting Strong mathematical and statistical skills Internal controls and record management expertise High level of accuracy and attention to detail Leadership & Management: Effective resource management and optimization Strategic thinking with tactical execution Drive results through people Communication & Technical: Excellent verbal and written communication skills Proficient in Microsoft Office Suite and financial systems Advanced Excel and financial modeling capabilities Experience with ERP systems and financial software Personal Attributes: Ethics, values, integrity, and trust Effective time management and organizational skills Ability to manage multiple priorities simultaneously Thrives in fast-paced, demanding environments Maintains confidentiality with sensitive information Compensation & Benefits Comprehensive benefits: medical, dental, vision, 401(k) with match Paid time off and company holidays Professional development support (CPA/CMA, continuing education, conferences) Employee furniture purchase discounts Life and disability insurance Relocation assistance available for qualified candidates Why Ashley Furniture? Industry Leadership - World's largest furniture manufacturer, Fortune 500 company Career Growth - Clear pathway to Corporate Controller and senior finance leadership Financial Innovation - Investment in cutting-edge systems and technology Professional Development - Certification support, training, leadership programs Organizational Culture - Collaborative, team-oriented, continuous improvement mindset Location - Arcadia, Wisconsin offers excellent quality of life, affordable living, family-friendly community Our Core Values Ethics and Integrity - Unwavering commitment to doing what's right Excellence - Setting the standard for quality Accountability - Owning responsibilities and delivering results Leadership - Developing people and driving success Innovation - Embracing change and continuous improvement Collaboration - Working together to achieve shared goals Application Process Submit: Resume highlighting relevant accounting, finance, and leadership experience Cover letter addressing your qualifications and interest in this role Professional references (provided upon request) Our selection process includes: Resume screening by Talent Acquisition Phone interview with HR and hiring manager On-site interviews with Corporate Controller and finance leadership Executive interview with senior leadership Offer and background verification Typical hiring timeline: 4-6 weeks from application Apply Today Shape the Financial Future of Ashley Furniture Industries This senior leadership opportunity offers strategic impact, team development, and career advancement for accomplished finance professionals ready to make their mark at a global industry leader. Ashley Furniture Industries 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, veteran status, or any other protected characteristic.
Senior Corporate Accounting Manager
Ashley Furniture Industries, LLC. Whitehall, Wisconsin
Job Description Senior Corporate Accounting Manager Ashley Furniture Industries Lead Financial Excellence at the World's Largest Furniture Manufacturer Ashley Furniture Industries seeks an accomplished Senior Corporate Accounting Manager to partner with our Assistant Controller in ensuring financial integrity, driving operational excellence, and leading critical finance functions across our global enterprise. The Opportunity Serve as senior financial leader ensuring all transactions comply with GAAP while maintaining integrity of company financial statements and internal controls. Assist the Assistant Controller oversee support of Financial Planning & Analysis and Transactional Accounting departments. This role combines strategic financial leadership with operational excellence , positioning you as a key advisor to executive finance leadership. What You'll Lead Strategic Financial Management Support general ledger maintenance in accordance with GAAP standards Support consolidation of related companies and combination reporting. Develop comprehensive financial reports for management, creditors, and stakeholders Support annual budget preparation and financial forecasts enterprise-wide Monitor and oversee posting of cash transaction flows Facilitate development of new financial and accounting systems and data visualization. Assist with independent audits across company entities Direct preparation of regulatory reports and ensure compliance Work with offshore teams supporting global finance functions Support Ashley finance transformation projects Departmental Oversight Provide leadership and strategic direction for 6-8 finance professionals across: Financial Planning & Analysis (FP&A) Transactional Accounting functions Team Leadership & Development Assist the Assistant Controller with the development of a team of 6-8 finance professionals Support employment decisions including hiring, promotions, and performance management Coach team through performance reviews and development planning Build succession plans and develop future finance leaders Foster culture of continuous improvement and financial excellence Process Improvement & Innovation Drive continuous improvement initiatives across finance operations Apply technology and business approaches in innovative ways Develop solutions for complex technical or strategic challenges Improve processes in safety, quality, productivity, and cost What You Bring Required Bachelor's degree in Accounting 10+ years managerial accounting/finance experience (manufacturing environment preferred) Proven track record leading finance teams and driving results Deep expertise in GAAP and financial reporting requirements Strong analytical and problem-solving capabilities Excellent leadership and people development skills Occasional domestic and international travel Flexible schedule with availability during critical business periods Preferred CPA or CMA certification Manufacturing or consumer products industry experience Financial systems implementation experience Continuous improvement or Lean Six Sigma background Core Competencies Financial Expertise: Expert knowledge of GAAP financial reporting Strong mathematical and statistical skills Internal controls and record management expertise High level of accuracy and attention to detail Leadership & Management: Effective resource management and optimization Strategic thinking with tactical execution Drive results through people Communication & Technical: Excellent verbal and written communication skills Proficient in Microsoft Office Suite and financial systems Advanced Excel and financial modeling capabilities Experience with ERP systems and financial software Personal Attributes: Ethics, values, integrity, and trust Effective time management and organizational skills Ability to manage multiple priorities simultaneously Thrives in fast-paced, demanding environments Maintains confidentiality with sensitive information Compensation & Benefits Comprehensive benefits: medical, dental, vision, 401(k) with match Paid time off and company holidays Professional development support (CPA/CMA, continuing education, conferences) Employee furniture purchase discounts Life and disability insurance Relocation assistance available for qualified candidates Why Ashley Furniture? Industry Leadership - World's largest furniture manufacturer, Fortune 500 company Career Growth - Clear pathway to Corporate Controller and senior finance leadership Financial Innovation - Investment in cutting-edge systems and technology Professional Development - Certification support, training, leadership programs Organizational Culture - Collaborative, team-oriented, continuous improvement mindset Location - Arcadia, Wisconsin offers excellent quality of life, affordable living, family-friendly community Our Core Values Ethics and Integrity - Unwavering commitment to doing what's right Excellence - Setting the standard for quality Accountability - Owning responsibilities and delivering results Leadership - Developing people and driving success Innovation - Embracing change and continuous improvement Collaboration - Working together to achieve shared goals Application Process Submit: Resume highlighting relevant accounting, finance, and leadership experience Cover letter addressing your qualifications and interest in this role Professional references (provided upon request) Our selection process includes: Resume screening by Talent Acquisition Phone interview with HR and hiring manager On-site interviews with Corporate Controller and finance leadership Executive interview with senior leadership Offer and background verification Typical hiring timeline: 4-6 weeks from application Apply Today Shape the Financial Future of Ashley Furniture Industries This senior leadership opportunity offers strategic impact, team development, and career advancement for accomplished finance professionals ready to make their mark at a global industry leader. Ashley Furniture Industries 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, veteran status, or any other protected characteristic.
07/27/2026
Full time
Job Description Senior Corporate Accounting Manager Ashley Furniture Industries Lead Financial Excellence at the World's Largest Furniture Manufacturer Ashley Furniture Industries seeks an accomplished Senior Corporate Accounting Manager to partner with our Assistant Controller in ensuring financial integrity, driving operational excellence, and leading critical finance functions across our global enterprise. The Opportunity Serve as senior financial leader ensuring all transactions comply with GAAP while maintaining integrity of company financial statements and internal controls. Assist the Assistant Controller oversee support of Financial Planning & Analysis and Transactional Accounting departments. This role combines strategic financial leadership with operational excellence , positioning you as a key advisor to executive finance leadership. What You'll Lead Strategic Financial Management Support general ledger maintenance in accordance with GAAP standards Support consolidation of related companies and combination reporting. Develop comprehensive financial reports for management, creditors, and stakeholders Support annual budget preparation and financial forecasts enterprise-wide Monitor and oversee posting of cash transaction flows Facilitate development of new financial and accounting systems and data visualization. Assist with independent audits across company entities Direct preparation of regulatory reports and ensure compliance Work with offshore teams supporting global finance functions Support Ashley finance transformation projects Departmental Oversight Provide leadership and strategic direction for 6-8 finance professionals across: Financial Planning & Analysis (FP&A) Transactional Accounting functions Team Leadership & Development Assist the Assistant Controller with the development of a team of 6-8 finance professionals Support employment decisions including hiring, promotions, and performance management Coach team through performance reviews and development planning Build succession plans and develop future finance leaders Foster culture of continuous improvement and financial excellence Process Improvement & Innovation Drive continuous improvement initiatives across finance operations Apply technology and business approaches in innovative ways Develop solutions for complex technical or strategic challenges Improve processes in safety, quality, productivity, and cost What You Bring Required Bachelor's degree in Accounting 10+ years managerial accounting/finance experience (manufacturing environment preferred) Proven track record leading finance teams and driving results Deep expertise in GAAP and financial reporting requirements Strong analytical and problem-solving capabilities Excellent leadership and people development skills Occasional domestic and international travel Flexible schedule with availability during critical business periods Preferred CPA or CMA certification Manufacturing or consumer products industry experience Financial systems implementation experience Continuous improvement or Lean Six Sigma background Core Competencies Financial Expertise: Expert knowledge of GAAP financial reporting Strong mathematical and statistical skills Internal controls and record management expertise High level of accuracy and attention to detail Leadership & Management: Effective resource management and optimization Strategic thinking with tactical execution Drive results through people Communication & Technical: Excellent verbal and written communication skills Proficient in Microsoft Office Suite and financial systems Advanced Excel and financial modeling capabilities Experience with ERP systems and financial software Personal Attributes: Ethics, values, integrity, and trust Effective time management and organizational skills Ability to manage multiple priorities simultaneously Thrives in fast-paced, demanding environments Maintains confidentiality with sensitive information Compensation & Benefits Comprehensive benefits: medical, dental, vision, 401(k) with match Paid time off and company holidays Professional development support (CPA/CMA, continuing education, conferences) Employee furniture purchase discounts Life and disability insurance Relocation assistance available for qualified candidates Why Ashley Furniture? Industry Leadership - World's largest furniture manufacturer, Fortune 500 company Career Growth - Clear pathway to Corporate Controller and senior finance leadership Financial Innovation - Investment in cutting-edge systems and technology Professional Development - Certification support, training, leadership programs Organizational Culture - Collaborative, team-oriented, continuous improvement mindset Location - Arcadia, Wisconsin offers excellent quality of life, affordable living, family-friendly community Our Core Values Ethics and Integrity - Unwavering commitment to doing what's right Excellence - Setting the standard for quality Accountability - Owning responsibilities and delivering results Leadership - Developing people and driving success Innovation - Embracing change and continuous improvement Collaboration - Working together to achieve shared goals Application Process Submit: Resume highlighting relevant accounting, finance, and leadership experience Cover letter addressing your qualifications and interest in this role Professional references (provided upon request) Our selection process includes: Resume screening by Talent Acquisition Phone interview with HR and hiring manager On-site interviews with Corporate Controller and finance leadership Executive interview with senior leadership Offer and background verification Typical hiring timeline: 4-6 weeks from application Apply Today Shape the Financial Future of Ashley Furniture Industries This senior leadership opportunity offers strategic impact, team development, and career advancement for accomplished finance professionals ready to make their mark at a global industry leader. Ashley Furniture Industries 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, veteran status, or any other protected characteristic.
MassMutual
Director, Worksite Re-Enrollment
MassMutual Springfield, Massachusetts
Director, Worksite Re-Enrollment Worksite Springfield or Boston The Opportunity As the Director, Worksite Re-Enrollment you will lead a high-performing team focused on retaining and growing revenue across existing employer groups through effective renewals and re-enrollment strategies. You will play a critical role in driving participation, increasing product adoption, and delivering a best-in-class customer experience that strengthens relationships with producers, brokers, and clients. In this role, you will operate as a strategic leader and trusted advisor-shaping renewal strategy, elevating enrollment execution, and influencing cross-functional partners including Sales, Service, Implementation, Underwriting, and Operations. You will own outcomes related to retention, revenue growth, and customer experience, ensuring your team delivers consistent, high-quality results The Team You will lead a team responsible for renewal execution, re-enrollment strategy, and revenue growth across a defined book of business. The team operates at the intersection of Sales, Service, and Operations, partnering closely with internal stakeholders to deliver seamless enrollment experiences. This group is focused on building strong external relationships with producers, brokers, and clients while continuously improving processes, outcomes, and customer satisfaction. The culture emphasizes accountability, collaboration, and continuous improvement through data-driven decision making and coaching. The Impact Develop and maintain the overall re-enrollment strategy, roadmap, and timelines across all opportunities. Lead, coach, and develop a high-performing team responsible for renewal execution, re-enrollment strategy, and revenue growth across the assigned book of business. Set clear performance expectations aligned to retention, participation, revenue, and customer experience outcomes; translate goals into weekly priorities and individual accountabilities. Use data and observation to identify performance gaps; create targeted development plans and provide timely feedback, recognition, and course correction. Maintain and grow relationships with top-performing producers to support ongoing engagement and production. Develop and maintain process documentation, KPIs, metrics and report out to all levels of the organization. Collaborate with sales, service, and internal business teams to drive enrollment adoption. Conduct root-cause analysis when issues arise; lead corrective actions and implement controls to prevent recurrence. Stay abreast of industry best practices, competitive intelligence, and emerging trends to drive customer experience enhancements. The Minimum Qualifications 7+ years of experience in workplace/group benefits, including sales, account management, renewals, and/or customer-facing roles 3+ years of experience delivering measurable revenue results, including retention, participation growth, and customer experience, with accountability for business performance in a sales or revenue-generating environment Ability to travel up to 15% of the time High School Diploma The Ideal Qualifications Proven experience leading and developing teams, including performance management, coaching, and talent development Experience with voluntary insurance products (preferred): group whole life, accident, critical illness, hospital indemnity, and long-term care. Experience leading renewals and re-enrollment efforts for employer groups, including campaign planning and stakeholder coordination Strong consultative selling and influencing skills with the ability to engage senior employer contacts and producers/brokers Experience with voluntary insurance products such as group whole life, accident, critical illness, hospital indemnity, or long-term care Demonstrated ability to manage multiple concurrent priorities and drive cross-functional execution Data-driven approach to leadership, including use of dashboards, participation analytics, and performance metrics Bachelor's degree What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship-supported by a company with a strong legacy and a future-focused mindset MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
07/27/2026
Full time
Director, Worksite Re-Enrollment Worksite Springfield or Boston The Opportunity As the Director, Worksite Re-Enrollment you will lead a high-performing team focused on retaining and growing revenue across existing employer groups through effective renewals and re-enrollment strategies. You will play a critical role in driving participation, increasing product adoption, and delivering a best-in-class customer experience that strengthens relationships with producers, brokers, and clients. In this role, you will operate as a strategic leader and trusted advisor-shaping renewal strategy, elevating enrollment execution, and influencing cross-functional partners including Sales, Service, Implementation, Underwriting, and Operations. You will own outcomes related to retention, revenue growth, and customer experience, ensuring your team delivers consistent, high-quality results The Team You will lead a team responsible for renewal execution, re-enrollment strategy, and revenue growth across a defined book of business. The team operates at the intersection of Sales, Service, and Operations, partnering closely with internal stakeholders to deliver seamless enrollment experiences. This group is focused on building strong external relationships with producers, brokers, and clients while continuously improving processes, outcomes, and customer satisfaction. The culture emphasizes accountability, collaboration, and continuous improvement through data-driven decision making and coaching. The Impact Develop and maintain the overall re-enrollment strategy, roadmap, and timelines across all opportunities. Lead, coach, and develop a high-performing team responsible for renewal execution, re-enrollment strategy, and revenue growth across the assigned book of business. Set clear performance expectations aligned to retention, participation, revenue, and customer experience outcomes; translate goals into weekly priorities and individual accountabilities. Use data and observation to identify performance gaps; create targeted development plans and provide timely feedback, recognition, and course correction. Maintain and grow relationships with top-performing producers to support ongoing engagement and production. Develop and maintain process documentation, KPIs, metrics and report out to all levels of the organization. Collaborate with sales, service, and internal business teams to drive enrollment adoption. Conduct root-cause analysis when issues arise; lead corrective actions and implement controls to prevent recurrence. Stay abreast of industry best practices, competitive intelligence, and emerging trends to drive customer experience enhancements. The Minimum Qualifications 7+ years of experience in workplace/group benefits, including sales, account management, renewals, and/or customer-facing roles 3+ years of experience delivering measurable revenue results, including retention, participation growth, and customer experience, with accountability for business performance in a sales or revenue-generating environment Ability to travel up to 15% of the time High School Diploma The Ideal Qualifications Proven experience leading and developing teams, including performance management, coaching, and talent development Experience with voluntary insurance products (preferred): group whole life, accident, critical illness, hospital indemnity, and long-term care. Experience leading renewals and re-enrollment efforts for employer groups, including campaign planning and stakeholder coordination Strong consultative selling and influencing skills with the ability to engage senior employer contacts and producers/brokers Experience with voluntary insurance products such as group whole life, accident, critical illness, hospital indemnity, or long-term care Demonstrated ability to manage multiple concurrent priorities and drive cross-functional execution Data-driven approach to leadership, including use of dashboards, participation analytics, and performance metrics Bachelor's degree What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship-supported by a company with a strong legacy and a future-focused mindset MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
Field Service Engineer
Corporate Technologies, LLC. San Diego, California
Field Service Engineer Corporate Technologies is a leading provider of managed IT solutions to businesses and institutions in Minnesota, Michigan, North Dakota, Southern California, and New Jersey. With over 40 years of experience and more than 200 employees, Corporate Technologies provides Fortune 500 level IT support to small and medium sized businesses. We offer unique IT solutions, including managed IT services, cloud services, staffing, voice and data systems, storage and virtualization, consulting, and networking solutions. If you are looking to break into the IT industry this may be a great opportunity for you. We would love for you to bring your skills and be part of our team! POSITION SUMMARY: Corporate Technologies seeking a Field Service Engineer to join our team. This role represents an advanced technical position within Field Services and is responsible for independently managing complex customer environments, leading escalations, and serving as a technical authority for systems, networks, and infrastructure. The ideal candidate will demonstrate deep expertise in system administration, networking, and server technologies while proactively driving solutions that improve client stability, performance, and security. The Field Service Engineer is also expected to mentor Field Service Technicians, contribute to process improvements, and act as a trusted technical advisor to clients. Job Duties: • Serve as the escalation point for complex or critical technical issues that exceed technician level support. • Lead advanced troubleshooting and resolution of server, network, security, and infrastructure issues. • Independently manage and support client environments, including servers, workstations, networks, and cloud services. • Design, implement, and maintain secure, scalable, and reliable IT solutions aligned with client business needs. • Perform advanced server support, including planning, deployment, upgrades, and migrations. • Provide expert support for Microsoft Exchange, Office 365, Azure services, and Active Directory administration. • Analyze recurring issues and recommend long term corrective actions or architectural improvements. • Act as a technical liaison between clients, internal teams, and vendors. • Provide guidance, technical mentorship, and knowledge transfer to Field Service Technicians. • Participate in client meetings to explain technical issues, proposed solutions, and implementation plans. • Ensure accurate and thorough documentation of all work performed, including root cause analysis and resolution details. • Contribute to the development and improvement of technical standards, procedures, and best practices. • Participate in on call rotation and provide leadership during after hours or critical support events. • All teammates are expected to demonstrate job flexibility and perform other duties as assigned to deliver on our promise to keep the client's needs our priority. OTHER SKILLS and ABILITIES: • Advanced troubleshooting and problem solving skills • Strong leadership presence with the ability to influence and guide others • Excellent interpersonal skills with the ability to build strong client trust • Superior verbal, written, and technical documentation skills • Highly organized, detail oriented, and process driven • Ability to work independently with minimal direction • Strong time management and prioritization skills • Thrive in a fast paced, team oriented environment • Ability to multitask across multiple clients and priorities • Occasional overtime/weekend work may be required • Must have access to reliable transportation • Thorough and advanced knowledge of PC hardware, servers, operating systems, networking, and security concepts Qualifications Minimum Education and Experience: Managed Services experience required 7+ years of progressive experience in an IT related field Advanced system administration and networking experience CompTIA A+, Network+, Security+ or equivalent experience Preferred Education and Experience: Experience with scripting or automation (Python, PowerShell, APIs) Cloud platform experience (Azure preferred) Vendor certifications strongly preferred Compensation: $30.00 - $35.00 per hour Benefits: 401(k) matching Cell phone reimbursement (depending on position) Dental insurance Disability insurance Employee discount Flexible spending account Health insurance Health savings account Life insurance Mileage reimbursement Paid time off Paid training Vision insurance Equal Employment Opportunity: Corporate Technologies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, gender, sexual orientation, age, national origin, disability, or any other protected status. We encourage all qualified applicants to apply. Compensation details: 30-35 Hourly Wage PIb3fd71cd01e3-9624
07/27/2026
Full time
Field Service Engineer Corporate Technologies is a leading provider of managed IT solutions to businesses and institutions in Minnesota, Michigan, North Dakota, Southern California, and New Jersey. With over 40 years of experience and more than 200 employees, Corporate Technologies provides Fortune 500 level IT support to small and medium sized businesses. We offer unique IT solutions, including managed IT services, cloud services, staffing, voice and data systems, storage and virtualization, consulting, and networking solutions. If you are looking to break into the IT industry this may be a great opportunity for you. We would love for you to bring your skills and be part of our team! POSITION SUMMARY: Corporate Technologies seeking a Field Service Engineer to join our team. This role represents an advanced technical position within Field Services and is responsible for independently managing complex customer environments, leading escalations, and serving as a technical authority for systems, networks, and infrastructure. The ideal candidate will demonstrate deep expertise in system administration, networking, and server technologies while proactively driving solutions that improve client stability, performance, and security. The Field Service Engineer is also expected to mentor Field Service Technicians, contribute to process improvements, and act as a trusted technical advisor to clients. Job Duties: • Serve as the escalation point for complex or critical technical issues that exceed technician level support. • Lead advanced troubleshooting and resolution of server, network, security, and infrastructure issues. • Independently manage and support client environments, including servers, workstations, networks, and cloud services. • Design, implement, and maintain secure, scalable, and reliable IT solutions aligned with client business needs. • Perform advanced server support, including planning, deployment, upgrades, and migrations. • Provide expert support for Microsoft Exchange, Office 365, Azure services, and Active Directory administration. • Analyze recurring issues and recommend long term corrective actions or architectural improvements. • Act as a technical liaison between clients, internal teams, and vendors. • Provide guidance, technical mentorship, and knowledge transfer to Field Service Technicians. • Participate in client meetings to explain technical issues, proposed solutions, and implementation plans. • Ensure accurate and thorough documentation of all work performed, including root cause analysis and resolution details. • Contribute to the development and improvement of technical standards, procedures, and best practices. • Participate in on call rotation and provide leadership during after hours or critical support events. • All teammates are expected to demonstrate job flexibility and perform other duties as assigned to deliver on our promise to keep the client's needs our priority. OTHER SKILLS and ABILITIES: • Advanced troubleshooting and problem solving skills • Strong leadership presence with the ability to influence and guide others • Excellent interpersonal skills with the ability to build strong client trust • Superior verbal, written, and technical documentation skills • Highly organized, detail oriented, and process driven • Ability to work independently with minimal direction • Strong time management and prioritization skills • Thrive in a fast paced, team oriented environment • Ability to multitask across multiple clients and priorities • Occasional overtime/weekend work may be required • Must have access to reliable transportation • Thorough and advanced knowledge of PC hardware, servers, operating systems, networking, and security concepts Qualifications Minimum Education and Experience: Managed Services experience required 7+ years of progressive experience in an IT related field Advanced system administration and networking experience CompTIA A+, Network+, Security+ or equivalent experience Preferred Education and Experience: Experience with scripting or automation (Python, PowerShell, APIs) Cloud platform experience (Azure preferred) Vendor certifications strongly preferred Compensation: $30.00 - $35.00 per hour Benefits: 401(k) matching Cell phone reimbursement (depending on position) Dental insurance Disability insurance Employee discount Flexible spending account Health insurance Health savings account Life insurance Mileage reimbursement Paid time off Paid training Vision insurance Equal Employment Opportunity: Corporate Technologies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, gender, sexual orientation, age, national origin, disability, or any other protected status. We encourage all qualified applicants to apply. Compensation details: 30-35 Hourly Wage PIb3fd71cd01e3-9624
Senior Corporate Accounting Manager
Ashley Furniture Industries, LLC.
Job Description Senior Corporate Accounting Manager Ashley Furniture Industries Lead Financial Excellence at the World's Largest Furniture Manufacturer Ashley Furniture Industries seeks an accomplished Senior Corporate Accounting Manager to partner with our Assistant Controller in ensuring financial integrity, driving operational excellence, and leading critical finance functions across our global enterprise. The Opportunity Serve as senior financial leader ensuring all transactions comply with GAAP while maintaining integrity of company financial statements and internal controls. Assist the Assistant Controller oversee support of Financial Planning & Analysis and Transactional Accounting departments. This role combines strategic financial leadership with operational excellence , positioning you as a key advisor to executive finance leadership. What You'll Lead Strategic Financial Management Support general ledger maintenance in accordance with GAAP standards Support consolidation of related companies and combination reporting. Develop comprehensive financial reports for management, creditors, and stakeholders Support annual budget preparation and financial forecasts enterprise-wide Monitor and oversee posting of cash transaction flows Facilitate development of new financial and accounting systems and data visualization. Assist with independent audits across company entities Direct preparation of regulatory reports and ensure compliance Work with offshore teams supporting global finance functions Support Ashley finance transformation projects Departmental Oversight Provide leadership and strategic direction for 6-8 finance professionals across: Financial Planning & Analysis (FP&A) Transactional Accounting functions Team Leadership & Development Assist the Assistant Controller with the development of a team of 6-8 finance professionals Support employment decisions including hiring, promotions, and performance management Coach team through performance reviews and development planning Build succession plans and develop future finance leaders Foster culture of continuous improvement and financial excellence Process Improvement & Innovation Drive continuous improvement initiatives across finance operations Apply technology and business approaches in innovative ways Develop solutions for complex technical or strategic challenges Improve processes in safety, quality, productivity, and cost What You Bring Required Bachelor's degree in Accounting 10+ years managerial accounting/finance experience (manufacturing environment preferred) Proven track record leading finance teams and driving results Deep expertise in GAAP and financial reporting requirements Strong analytical and problem-solving capabilities Excellent leadership and people development skills Occasional domestic and international travel Flexible schedule with availability during critical business periods Preferred CPA or CMA certification Manufacturing or consumer products industry experience Financial systems implementation experience Continuous improvement or Lean Six Sigma background Core Competencies Financial Expertise: Expert knowledge of GAAP financial reporting Strong mathematical and statistical skills Internal controls and record management expertise High level of accuracy and attention to detail Leadership & Management: Effective resource management and optimization Strategic thinking with tactical execution Drive results through people Communication & Technical: Excellent verbal and written communication skills Proficient in Microsoft Office Suite and financial systems Advanced Excel and financial modeling capabilities Experience with ERP systems and financial software Personal Attributes: Ethics, values, integrity, and trust Effective time management and organizational skills Ability to manage multiple priorities simultaneously Thrives in fast-paced, demanding environments Maintains confidentiality with sensitive information Compensation & Benefits Comprehensive benefits: medical, dental, vision, 401(k) with match Paid time off and company holidays Professional development support (CPA/CMA, continuing education, conferences) Employee furniture purchase discounts Life and disability insurance Relocation assistance available for qualified candidates Why Ashley Furniture? Industry Leadership - World's largest furniture manufacturer, Fortune 500 company Career Growth - Clear pathway to Corporate Controller and senior finance leadership Financial Innovation - Investment in cutting-edge systems and technology Professional Development - Certification support, training, leadership programs Organizational Culture - Collaborative, team-oriented, continuous improvement mindset Location - Arcadia, Wisconsin offers excellent quality of life, affordable living, family-friendly community Our Core Values Ethics and Integrity - Unwavering commitment to doing what's right Excellence - Setting the standard for quality Accountability - Owning responsibilities and delivering results Leadership - Developing people and driving success Innovation - Embracing change and continuous improvement Collaboration - Working together to achieve shared goals Application Process Submit: Resume highlighting relevant accounting, finance, and leadership experience Cover letter addressing your qualifications and interest in this role Professional references (provided upon request) Our selection process includes: Resume screening by Talent Acquisition Phone interview with HR and hiring manager On-site interviews with Corporate Controller and finance leadership Executive interview with senior leadership Offer and background verification Typical hiring timeline: 4-6 weeks from application Apply Today Shape the Financial Future of Ashley Furniture Industries This senior leadership opportunity offers strategic impact, team development, and career advancement for accomplished finance professionals ready to make their mark at a global industry leader. Ashley Furniture Industries 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, veteran status, or any other protected characteristic.
07/27/2026
Full time
Job Description Senior Corporate Accounting Manager Ashley Furniture Industries Lead Financial Excellence at the World's Largest Furniture Manufacturer Ashley Furniture Industries seeks an accomplished Senior Corporate Accounting Manager to partner with our Assistant Controller in ensuring financial integrity, driving operational excellence, and leading critical finance functions across our global enterprise. The Opportunity Serve as senior financial leader ensuring all transactions comply with GAAP while maintaining integrity of company financial statements and internal controls. Assist the Assistant Controller oversee support of Financial Planning & Analysis and Transactional Accounting departments. This role combines strategic financial leadership with operational excellence , positioning you as a key advisor to executive finance leadership. What You'll Lead Strategic Financial Management Support general ledger maintenance in accordance with GAAP standards Support consolidation of related companies and combination reporting. Develop comprehensive financial reports for management, creditors, and stakeholders Support annual budget preparation and financial forecasts enterprise-wide Monitor and oversee posting of cash transaction flows Facilitate development of new financial and accounting systems and data visualization. Assist with independent audits across company entities Direct preparation of regulatory reports and ensure compliance Work with offshore teams supporting global finance functions Support Ashley finance transformation projects Departmental Oversight Provide leadership and strategic direction for 6-8 finance professionals across: Financial Planning & Analysis (FP&A) Transactional Accounting functions Team Leadership & Development Assist the Assistant Controller with the development of a team of 6-8 finance professionals Support employment decisions including hiring, promotions, and performance management Coach team through performance reviews and development planning Build succession plans and develop future finance leaders Foster culture of continuous improvement and financial excellence Process Improvement & Innovation Drive continuous improvement initiatives across finance operations Apply technology and business approaches in innovative ways Develop solutions for complex technical or strategic challenges Improve processes in safety, quality, productivity, and cost What You Bring Required Bachelor's degree in Accounting 10+ years managerial accounting/finance experience (manufacturing environment preferred) Proven track record leading finance teams and driving results Deep expertise in GAAP and financial reporting requirements Strong analytical and problem-solving capabilities Excellent leadership and people development skills Occasional domestic and international travel Flexible schedule with availability during critical business periods Preferred CPA or CMA certification Manufacturing or consumer products industry experience Financial systems implementation experience Continuous improvement or Lean Six Sigma background Core Competencies Financial Expertise: Expert knowledge of GAAP financial reporting Strong mathematical and statistical skills Internal controls and record management expertise High level of accuracy and attention to detail Leadership & Management: Effective resource management and optimization Strategic thinking with tactical execution Drive results through people Communication & Technical: Excellent verbal and written communication skills Proficient in Microsoft Office Suite and financial systems Advanced Excel and financial modeling capabilities Experience with ERP systems and financial software Personal Attributes: Ethics, values, integrity, and trust Effective time management and organizational skills Ability to manage multiple priorities simultaneously Thrives in fast-paced, demanding environments Maintains confidentiality with sensitive information Compensation & Benefits Comprehensive benefits: medical, dental, vision, 401(k) with match Paid time off and company holidays Professional development support (CPA/CMA, continuing education, conferences) Employee furniture purchase discounts Life and disability insurance Relocation assistance available for qualified candidates Why Ashley Furniture? Industry Leadership - World's largest furniture manufacturer, Fortune 500 company Career Growth - Clear pathway to Corporate Controller and senior finance leadership Financial Innovation - Investment in cutting-edge systems and technology Professional Development - Certification support, training, leadership programs Organizational Culture - Collaborative, team-oriented, continuous improvement mindset Location - Arcadia, Wisconsin offers excellent quality of life, affordable living, family-friendly community Our Core Values Ethics and Integrity - Unwavering commitment to doing what's right Excellence - Setting the standard for quality Accountability - Owning responsibilities and delivering results Leadership - Developing people and driving success Innovation - Embracing change and continuous improvement Collaboration - Working together to achieve shared goals Application Process Submit: Resume highlighting relevant accounting, finance, and leadership experience Cover letter addressing your qualifications and interest in this role Professional references (provided upon request) Our selection process includes: Resume screening by Talent Acquisition Phone interview with HR and hiring manager On-site interviews with Corporate Controller and finance leadership Executive interview with senior leadership Offer and background verification Typical hiring timeline: 4-6 weeks from application Apply Today Shape the Financial Future of Ashley Furniture Industries This senior leadership opportunity offers strategic impact, team development, and career advancement for accomplished finance professionals ready to make their mark at a global industry leader. Ashley Furniture Industries 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, veteran status, or any other protected characteristic.
Senior Corporate Accounting Manager
Ashley Furniture Industries, LLC. Arcadia, Wisconsin
Job Description Senior Corporate Accounting Manager Ashley Furniture Industries Lead Financial Excellence at the World's Largest Furniture Manufacturer Ashley Furniture Industries seeks an accomplished Senior Corporate Accounting Manager to partner with our Assistant Controller in ensuring financial integrity, driving operational excellence, and leading critical finance functions across our global enterprise. The Opportunity Serve as senior financial leader ensuring all transactions comply with GAAP while maintaining integrity of company financial statements and internal controls. Assist the Assistant Controller oversee support of Financial Planning & Analysis and Transactional Accounting departments. This role combines strategic financial leadership with operational excellence , positioning you as a key advisor to executive finance leadership. What You'll Lead Strategic Financial Management Support general ledger maintenance in accordance with GAAP standards Support consolidation of related companies and combination reporting. Develop comprehensive financial reports for management, creditors, and stakeholders Support annual budget preparation and financial forecasts enterprise-wide Monitor and oversee posting of cash transaction flows Facilitate development of new financial and accounting systems and data visualization. Assist with independent audits across company entities Direct preparation of regulatory reports and ensure compliance Work with offshore teams supporting global finance functions Support Ashley finance transformation projects Departmental Oversight Provide leadership and strategic direction for 6-8 finance professionals across: Financial Planning & Analysis (FP&A) Transactional Accounting functions Team Leadership & Development Assist the Assistant Controller with the development of a team of 6-8 finance professionals Support employment decisions including hiring, promotions, and performance management Coach team through performance reviews and development planning Build succession plans and develop future finance leaders Foster culture of continuous improvement and financial excellence Process Improvement & Innovation Drive continuous improvement initiatives across finance operations Apply technology and business approaches in innovative ways Develop solutions for complex technical or strategic challenges Improve processes in safety, quality, productivity, and cost What You Bring Required Bachelor's degree in Accounting 10+ years managerial accounting/finance experience (manufacturing environment preferred) Proven track record leading finance teams and driving results Deep expertise in GAAP and financial reporting requirements Strong analytical and problem-solving capabilities Excellent leadership and people development skills Occasional domestic and international travel Flexible schedule with availability during critical business periods Preferred CPA or CMA certification Manufacturing or consumer products industry experience Financial systems implementation experience Continuous improvement or Lean Six Sigma background Core Competencies Financial Expertise: Expert knowledge of GAAP financial reporting Strong mathematical and statistical skills Internal controls and record management expertise High level of accuracy and attention to detail Leadership & Management: Effective resource management and optimization Strategic thinking with tactical execution Drive results through people Communication & Technical: Excellent verbal and written communication skills Proficient in Microsoft Office Suite and financial systems Advanced Excel and financial modeling capabilities Experience with ERP systems and financial software Personal Attributes: Ethics, values, integrity, and trust Effective time management and organizational skills Ability to manage multiple priorities simultaneously Thrives in fast-paced, demanding environments Maintains confidentiality with sensitive information Compensation & Benefits Comprehensive benefits: medical, dental, vision, 401(k) with match Paid time off and company holidays Professional development support (CPA/CMA, continuing education, conferences) Employee furniture purchase discounts Life and disability insurance Relocation assistance available for qualified candidates Why Ashley Furniture? Industry Leadership - World's largest furniture manufacturer, Fortune 500 company Career Growth - Clear pathway to Corporate Controller and senior finance leadership Financial Innovation - Investment in cutting-edge systems and technology Professional Development - Certification support, training, leadership programs Organizational Culture - Collaborative, team-oriented, continuous improvement mindset Location - Arcadia, Wisconsin offers excellent quality of life, affordable living, family-friendly community Our Core Values Ethics and Integrity - Unwavering commitment to doing what's right Excellence - Setting the standard for quality Accountability - Owning responsibilities and delivering results Leadership - Developing people and driving success Innovation - Embracing change and continuous improvement Collaboration - Working together to achieve shared goals Application Process Submit: Resume highlighting relevant accounting, finance, and leadership experience Cover letter addressing your qualifications and interest in this role Professional references (provided upon request) Our selection process includes: Resume screening by Talent Acquisition Phone interview with HR and hiring manager On-site interviews with Corporate Controller and finance leadership Executive interview with senior leadership Offer and background verification Typical hiring timeline: 4-6 weeks from application Apply Today Shape the Financial Future of Ashley Furniture Industries This senior leadership opportunity offers strategic impact, team development, and career advancement for accomplished finance professionals ready to make their mark at a global industry leader. Ashley Furniture Industries 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, veteran status, or any other protected characteristic.
07/27/2026
Full time
Job Description Senior Corporate Accounting Manager Ashley Furniture Industries Lead Financial Excellence at the World's Largest Furniture Manufacturer Ashley Furniture Industries seeks an accomplished Senior Corporate Accounting Manager to partner with our Assistant Controller in ensuring financial integrity, driving operational excellence, and leading critical finance functions across our global enterprise. The Opportunity Serve as senior financial leader ensuring all transactions comply with GAAP while maintaining integrity of company financial statements and internal controls. Assist the Assistant Controller oversee support of Financial Planning & Analysis and Transactional Accounting departments. This role combines strategic financial leadership with operational excellence , positioning you as a key advisor to executive finance leadership. What You'll Lead Strategic Financial Management Support general ledger maintenance in accordance with GAAP standards Support consolidation of related companies and combination reporting. Develop comprehensive financial reports for management, creditors, and stakeholders Support annual budget preparation and financial forecasts enterprise-wide Monitor and oversee posting of cash transaction flows Facilitate development of new financial and accounting systems and data visualization. Assist with independent audits across company entities Direct preparation of regulatory reports and ensure compliance Work with offshore teams supporting global finance functions Support Ashley finance transformation projects Departmental Oversight Provide leadership and strategic direction for 6-8 finance professionals across: Financial Planning & Analysis (FP&A) Transactional Accounting functions Team Leadership & Development Assist the Assistant Controller with the development of a team of 6-8 finance professionals Support employment decisions including hiring, promotions, and performance management Coach team through performance reviews and development planning Build succession plans and develop future finance leaders Foster culture of continuous improvement and financial excellence Process Improvement & Innovation Drive continuous improvement initiatives across finance operations Apply technology and business approaches in innovative ways Develop solutions for complex technical or strategic challenges Improve processes in safety, quality, productivity, and cost What You Bring Required Bachelor's degree in Accounting 10+ years managerial accounting/finance experience (manufacturing environment preferred) Proven track record leading finance teams and driving results Deep expertise in GAAP and financial reporting requirements Strong analytical and problem-solving capabilities Excellent leadership and people development skills Occasional domestic and international travel Flexible schedule with availability during critical business periods Preferred CPA or CMA certification Manufacturing or consumer products industry experience Financial systems implementation experience Continuous improvement or Lean Six Sigma background Core Competencies Financial Expertise: Expert knowledge of GAAP financial reporting Strong mathematical and statistical skills Internal controls and record management expertise High level of accuracy and attention to detail Leadership & Management: Effective resource management and optimization Strategic thinking with tactical execution Drive results through people Communication & Technical: Excellent verbal and written communication skills Proficient in Microsoft Office Suite and financial systems Advanced Excel and financial modeling capabilities Experience with ERP systems and financial software Personal Attributes: Ethics, values, integrity, and trust Effective time management and organizational skills Ability to manage multiple priorities simultaneously Thrives in fast-paced, demanding environments Maintains confidentiality with sensitive information Compensation & Benefits Comprehensive benefits: medical, dental, vision, 401(k) with match Paid time off and company holidays Professional development support (CPA/CMA, continuing education, conferences) Employee furniture purchase discounts Life and disability insurance Relocation assistance available for qualified candidates Why Ashley Furniture? Industry Leadership - World's largest furniture manufacturer, Fortune 500 company Career Growth - Clear pathway to Corporate Controller and senior finance leadership Financial Innovation - Investment in cutting-edge systems and technology Professional Development - Certification support, training, leadership programs Organizational Culture - Collaborative, team-oriented, continuous improvement mindset Location - Arcadia, Wisconsin offers excellent quality of life, affordable living, family-friendly community Our Core Values Ethics and Integrity - Unwavering commitment to doing what's right Excellence - Setting the standard for quality Accountability - Owning responsibilities and delivering results Leadership - Developing people and driving success Innovation - Embracing change and continuous improvement Collaboration - Working together to achieve shared goals Application Process Submit: Resume highlighting relevant accounting, finance, and leadership experience Cover letter addressing your qualifications and interest in this role Professional references (provided upon request) Our selection process includes: Resume screening by Talent Acquisition Phone interview with HR and hiring manager On-site interviews with Corporate Controller and finance leadership Executive interview with senior leadership Offer and background verification Typical hiring timeline: 4-6 weeks from application Apply Today Shape the Financial Future of Ashley Furniture Industries This senior leadership opportunity offers strategic impact, team development, and career advancement for accomplished finance professionals ready to make their mark at a global industry leader. Ashley Furniture Industries 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, veteran status, or any other protected characteristic.
Senior Corporate Accounting Manager
Ashley Furniture Industries, LLC. Altoona, Wisconsin
Job Description Senior Corporate Accounting Manager Ashley Furniture Industries Lead Financial Excellence at the World's Largest Furniture Manufacturer Ashley Furniture Industries seeks an accomplished Senior Corporate Accounting Manager to partner with our Assistant Controller in ensuring financial integrity, driving operational excellence, and leading critical finance functions across our global enterprise. The Opportunity Serve as senior financial leader ensuring all transactions comply with GAAP while maintaining integrity of company financial statements and internal controls. Assist the Assistant Controller oversee support of Financial Planning & Analysis and Transactional Accounting departments. This role combines strategic financial leadership with operational excellence , positioning you as a key advisor to executive finance leadership. What You'll Lead Strategic Financial Management Support general ledger maintenance in accordance with GAAP standards Support consolidation of related companies and combination reporting. Develop comprehensive financial reports for management, creditors, and stakeholders Support annual budget preparation and financial forecasts enterprise-wide Monitor and oversee posting of cash transaction flows Facilitate development of new financial and accounting systems and data visualization. Assist with independent audits across company entities Direct preparation of regulatory reports and ensure compliance Work with offshore teams supporting global finance functions Support Ashley finance transformation projects Departmental Oversight Provide leadership and strategic direction for 6-8 finance professionals across: Financial Planning & Analysis (FP&A) Transactional Accounting functions Team Leadership & Development Assist the Assistant Controller with the development of a team of 6-8 finance professionals Support employment decisions including hiring, promotions, and performance management Coach team through performance reviews and development planning Build succession plans and develop future finance leaders Foster culture of continuous improvement and financial excellence Process Improvement & Innovation Drive continuous improvement initiatives across finance operations Apply technology and business approaches in innovative ways Develop solutions for complex technical or strategic challenges Improve processes in safety, quality, productivity, and cost What You Bring Required Bachelor's degree in Accounting 10+ years managerial accounting/finance experience (manufacturing environment preferred) Proven track record leading finance teams and driving results Deep expertise in GAAP and financial reporting requirements Strong analytical and problem-solving capabilities Excellent leadership and people development skills Occasional domestic and international travel Flexible schedule with availability during critical business periods Preferred CPA or CMA certification Manufacturing or consumer products industry experience Financial systems implementation experience Continuous improvement or Lean Six Sigma background Core Competencies Financial Expertise: Expert knowledge of GAAP financial reporting Strong mathematical and statistical skills Internal controls and record management expertise High level of accuracy and attention to detail Leadership & Management: Effective resource management and optimization Strategic thinking with tactical execution Drive results through people Communication & Technical: Excellent verbal and written communication skills Proficient in Microsoft Office Suite and financial systems Advanced Excel and financial modeling capabilities Experience with ERP systems and financial software Personal Attributes: Ethics, values, integrity, and trust Effective time management and organizational skills Ability to manage multiple priorities simultaneously Thrives in fast-paced, demanding environments Maintains confidentiality with sensitive information Compensation & Benefits Comprehensive benefits: medical, dental, vision, 401(k) with match Paid time off and company holidays Professional development support (CPA/CMA, continuing education, conferences) Employee furniture purchase discounts Life and disability insurance Relocation assistance available for qualified candidates Why Ashley Furniture? Industry Leadership - World's largest furniture manufacturer, Fortune 500 company Career Growth - Clear pathway to Corporate Controller and senior finance leadership Financial Innovation - Investment in cutting-edge systems and technology Professional Development - Certification support, training, leadership programs Organizational Culture - Collaborative, team-oriented, continuous improvement mindset Location - Arcadia, Wisconsin offers excellent quality of life, affordable living, family-friendly community Our Core Values Ethics and Integrity - Unwavering commitment to doing what's right Excellence - Setting the standard for quality Accountability - Owning responsibilities and delivering results Leadership - Developing people and driving success Innovation - Embracing change and continuous improvement Collaboration - Working together to achieve shared goals Application Process Submit: Resume highlighting relevant accounting, finance, and leadership experience Cover letter addressing your qualifications and interest in this role Professional references (provided upon request) Our selection process includes: Resume screening by Talent Acquisition Phone interview with HR and hiring manager On-site interviews with Corporate Controller and finance leadership Executive interview with senior leadership Offer and background verification Typical hiring timeline: 4-6 weeks from application Apply Today Shape the Financial Future of Ashley Furniture Industries This senior leadership opportunity offers strategic impact, team development, and career advancement for accomplished finance professionals ready to make their mark at a global industry leader. Ashley Furniture Industries 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, veteran status, or any other protected characteristic.
07/27/2026
Full time
Job Description Senior Corporate Accounting Manager Ashley Furniture Industries Lead Financial Excellence at the World's Largest Furniture Manufacturer Ashley Furniture Industries seeks an accomplished Senior Corporate Accounting Manager to partner with our Assistant Controller in ensuring financial integrity, driving operational excellence, and leading critical finance functions across our global enterprise. The Opportunity Serve as senior financial leader ensuring all transactions comply with GAAP while maintaining integrity of company financial statements and internal controls. Assist the Assistant Controller oversee support of Financial Planning & Analysis and Transactional Accounting departments. This role combines strategic financial leadership with operational excellence , positioning you as a key advisor to executive finance leadership. What You'll Lead Strategic Financial Management Support general ledger maintenance in accordance with GAAP standards Support consolidation of related companies and combination reporting. Develop comprehensive financial reports for management, creditors, and stakeholders Support annual budget preparation and financial forecasts enterprise-wide Monitor and oversee posting of cash transaction flows Facilitate development of new financial and accounting systems and data visualization. Assist with independent audits across company entities Direct preparation of regulatory reports and ensure compliance Work with offshore teams supporting global finance functions Support Ashley finance transformation projects Departmental Oversight Provide leadership and strategic direction for 6-8 finance professionals across: Financial Planning & Analysis (FP&A) Transactional Accounting functions Team Leadership & Development Assist the Assistant Controller with the development of a team of 6-8 finance professionals Support employment decisions including hiring, promotions, and performance management Coach team through performance reviews and development planning Build succession plans and develop future finance leaders Foster culture of continuous improvement and financial excellence Process Improvement & Innovation Drive continuous improvement initiatives across finance operations Apply technology and business approaches in innovative ways Develop solutions for complex technical or strategic challenges Improve processes in safety, quality, productivity, and cost What You Bring Required Bachelor's degree in Accounting 10+ years managerial accounting/finance experience (manufacturing environment preferred) Proven track record leading finance teams and driving results Deep expertise in GAAP and financial reporting requirements Strong analytical and problem-solving capabilities Excellent leadership and people development skills Occasional domestic and international travel Flexible schedule with availability during critical business periods Preferred CPA or CMA certification Manufacturing or consumer products industry experience Financial systems implementation experience Continuous improvement or Lean Six Sigma background Core Competencies Financial Expertise: Expert knowledge of GAAP financial reporting Strong mathematical and statistical skills Internal controls and record management expertise High level of accuracy and attention to detail Leadership & Management: Effective resource management and optimization Strategic thinking with tactical execution Drive results through people Communication & Technical: Excellent verbal and written communication skills Proficient in Microsoft Office Suite and financial systems Advanced Excel and financial modeling capabilities Experience with ERP systems and financial software Personal Attributes: Ethics, values, integrity, and trust Effective time management and organizational skills Ability to manage multiple priorities simultaneously Thrives in fast-paced, demanding environments Maintains confidentiality with sensitive information Compensation & Benefits Comprehensive benefits: medical, dental, vision, 401(k) with match Paid time off and company holidays Professional development support (CPA/CMA, continuing education, conferences) Employee furniture purchase discounts Life and disability insurance Relocation assistance available for qualified candidates Why Ashley Furniture? Industry Leadership - World's largest furniture manufacturer, Fortune 500 company Career Growth - Clear pathway to Corporate Controller and senior finance leadership Financial Innovation - Investment in cutting-edge systems and technology Professional Development - Certification support, training, leadership programs Organizational Culture - Collaborative, team-oriented, continuous improvement mindset Location - Arcadia, Wisconsin offers excellent quality of life, affordable living, family-friendly community Our Core Values Ethics and Integrity - Unwavering commitment to doing what's right Excellence - Setting the standard for quality Accountability - Owning responsibilities and delivering results Leadership - Developing people and driving success Innovation - Embracing change and continuous improvement Collaboration - Working together to achieve shared goals Application Process Submit: Resume highlighting relevant accounting, finance, and leadership experience Cover letter addressing your qualifications and interest in this role Professional references (provided upon request) Our selection process includes: Resume screening by Talent Acquisition Phone interview with HR and hiring manager On-site interviews with Corporate Controller and finance leadership Executive interview with senior leadership Offer and background verification Typical hiring timeline: 4-6 weeks from application Apply Today Shape the Financial Future of Ashley Furniture Industries This senior leadership opportunity offers strategic impact, team development, and career advancement for accomplished finance professionals ready to make their mark at a global industry leader. Ashley Furniture Industries 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, veteran status, or any other protected characteristic.
MassMutual
Director, Worksite Re-Enrollment
MassMutual Boston, Massachusetts
Director, Worksite Re-Enrollment Worksite Springfield or Boston The Opportunity As the Director, Worksite Re-Enrollment you will lead a high-performing team focused on retaining and growing revenue across existing employer groups through effective renewals and re-enrollment strategies. You will play a critical role in driving participation, increasing product adoption, and delivering a best-in-class customer experience that strengthens relationships with producers, brokers, and clients. In this role, you will operate as a strategic leader and trusted advisor-shaping renewal strategy, elevating enrollment execution, and influencing cross-functional partners including Sales, Service, Implementation, Underwriting, and Operations. You will own outcomes related to retention, revenue growth, and customer experience, ensuring your team delivers consistent, high-quality results The Team You will lead a team responsible for renewal execution, re-enrollment strategy, and revenue growth across a defined book of business. The team operates at the intersection of Sales, Service, and Operations, partnering closely with internal stakeholders to deliver seamless enrollment experiences. This group is focused on building strong external relationships with producers, brokers, and clients while continuously improving processes, outcomes, and customer satisfaction. The culture emphasizes accountability, collaboration, and continuous improvement through data-driven decision making and coaching. The Impact Develop and maintain the overall re-enrollment strategy, roadmap, and timelines across all opportunities. Lead, coach, and develop a high-performing team responsible for renewal execution, re-enrollment strategy, and revenue growth across the assigned book of business. Set clear performance expectations aligned to retention, participation, revenue, and customer experience outcomes; translate goals into weekly priorities and individual accountabilities. Use data and observation to identify performance gaps; create targeted development plans and provide timely feedback, recognition, and course correction. Maintain and grow relationships with top-performing producers to support ongoing engagement and production. Develop and maintain process documentation, KPIs, metrics and report out to all levels of the organization. Collaborate with sales, service, and internal business teams to drive enrollment adoption. Conduct root-cause analysis when issues arise; lead corrective actions and implement controls to prevent recurrence. Stay abreast of industry best practices, competitive intelligence, and emerging trends to drive customer experience enhancements. The Minimum Qualifications 7+ years of experience in workplace/group benefits, including sales, account management, renewals, and/or customer-facing roles 3+ years of experience delivering measurable revenue results, including retention, participation growth, and customer experience, with accountability for business performance in a sales or revenue-generating environment Ability to travel up to 15% of the time High School Diploma The Ideal Qualifications Proven experience leading and developing teams, including performance management, coaching, and talent development Experience with voluntary insurance products (preferred): group whole life, accident, critical illness, hospital indemnity, and long-term care. Experience leading renewals and re-enrollment efforts for employer groups, including campaign planning and stakeholder coordination Strong consultative selling and influencing skills with the ability to engage senior employer contacts and producers/brokers Experience with voluntary insurance products such as group whole life, accident, critical illness, hospital indemnity, or long-term care Demonstrated ability to manage multiple concurrent priorities and drive cross-functional execution Data-driven approach to leadership, including use of dashboards, participation analytics, and performance metrics Bachelor's degree What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship-supported by a company with a strong legacy and a future-focused mindset MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
07/27/2026
Full time
Director, Worksite Re-Enrollment Worksite Springfield or Boston The Opportunity As the Director, Worksite Re-Enrollment you will lead a high-performing team focused on retaining and growing revenue across existing employer groups through effective renewals and re-enrollment strategies. You will play a critical role in driving participation, increasing product adoption, and delivering a best-in-class customer experience that strengthens relationships with producers, brokers, and clients. In this role, you will operate as a strategic leader and trusted advisor-shaping renewal strategy, elevating enrollment execution, and influencing cross-functional partners including Sales, Service, Implementation, Underwriting, and Operations. You will own outcomes related to retention, revenue growth, and customer experience, ensuring your team delivers consistent, high-quality results The Team You will lead a team responsible for renewal execution, re-enrollment strategy, and revenue growth across a defined book of business. The team operates at the intersection of Sales, Service, and Operations, partnering closely with internal stakeholders to deliver seamless enrollment experiences. This group is focused on building strong external relationships with producers, brokers, and clients while continuously improving processes, outcomes, and customer satisfaction. The culture emphasizes accountability, collaboration, and continuous improvement through data-driven decision making and coaching. The Impact Develop and maintain the overall re-enrollment strategy, roadmap, and timelines across all opportunities. Lead, coach, and develop a high-performing team responsible for renewal execution, re-enrollment strategy, and revenue growth across the assigned book of business. Set clear performance expectations aligned to retention, participation, revenue, and customer experience outcomes; translate goals into weekly priorities and individual accountabilities. Use data and observation to identify performance gaps; create targeted development plans and provide timely feedback, recognition, and course correction. Maintain and grow relationships with top-performing producers to support ongoing engagement and production. Develop and maintain process documentation, KPIs, metrics and report out to all levels of the organization. Collaborate with sales, service, and internal business teams to drive enrollment adoption. Conduct root-cause analysis when issues arise; lead corrective actions and implement controls to prevent recurrence. Stay abreast of industry best practices, competitive intelligence, and emerging trends to drive customer experience enhancements. The Minimum Qualifications 7+ years of experience in workplace/group benefits, including sales, account management, renewals, and/or customer-facing roles 3+ years of experience delivering measurable revenue results, including retention, participation growth, and customer experience, with accountability for business performance in a sales or revenue-generating environment Ability to travel up to 15% of the time High School Diploma The Ideal Qualifications Proven experience leading and developing teams, including performance management, coaching, and talent development Experience with voluntary insurance products (preferred): group whole life, accident, critical illness, hospital indemnity, and long-term care. Experience leading renewals and re-enrollment efforts for employer groups, including campaign planning and stakeholder coordination Strong consultative selling and influencing skills with the ability to engage senior employer contacts and producers/brokers Experience with voluntary insurance products such as group whole life, accident, critical illness, hospital indemnity, or long-term care Demonstrated ability to manage multiple concurrent priorities and drive cross-functional execution Data-driven approach to leadership, including use of dashboards, participation analytics, and performance metrics Bachelor's degree What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship-supported by a company with a strong legacy and a future-focused mindset MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
ENGINEERING MANAGER
Phoenix Mecano Frederick, Maryland
Description: Are you an engineering leader who enjoys developing people, improving processes, and staying close to the technical work? If so, we'd love to connect with you! This position offers significant visibility with senior leadership and our global partners as well as long-term growth potential. An Engineering Manager who enjoys leading technical teams, improving processes, and driving successful product and project outcomes will excel at this role. We expect this individual to play a key role in guiding engineering priorities, supporting cross-functional collaboration, developing team capability, and ensuring engineering work aligns with business goals, customer expectations, quality standards, and manufacturing needs. Why Consider This Opportunity? Join a stable, growing organization where engineering plays a direct role in customer satisfaction, operational performance, and business success. Work-life balance that allows you to excel in your professional and personal life. We do not work nights or weekends and we encourage you to use your paid time off. High-visibility leadership role with meaningful interaction across operations, sales, production, quality, and senior leadership both domestic and international . Opportunity to strengthen engineering processes, mentor technical talent, and influence how projects are prioritized and executed. Blend of strategic leadership and hands-on technical problem solving. Collaborative culture with an emphasis on practical solutions, continuous improvement, and customer-focused innovation. Key Responsibilities Lead, coach, and develop the engineering team to support technical excellence, accountability, collaboration, and continuous improvement. Drive improvements in engineering processes, documentation, standard work, design controls, and project management practices. Act as the primary technical interface with our customer's engineering teams, clarifying requirements and resolving technical issues. Collaborate cross functionally with manufacturing, sales, quality, and supply chain to ensure design feasibility, compliance and smooth transition to production. Review technical work, support design reviews, and ensure engineering outputs meet quality, safety, regulatory, and customer expectations. Promote a culture of innovation, knowledge sharing, practical problem solving, and customer-focused engineering support. Requirements: Qualifications Bachelor's degree in Engineering or a related technical field required; advanced degree preferred. Progressive engineering experience in a manufacturing, industrial, product design, or technical production environment. Prefer someone with knowledge of our enclosure product line . Prior people management or technical team leadership experience required. Strong technical background with the ability to guide engineering decisions, troubleshoot complex issues, and support practical design and manufacturing solutions. Strong communication and interpersonal skills for cross-functional collaboration and customer engagement. Ability to work effectively in a fast-paced environment and with some travel . EX, UL, and/or IECEx certifications is highly desirable. Generous Benefits Time Off : Annually 9 paid company holidays/17 days of Paid time off/40 hours of paid sick leave each year (prorated). Comprehensive Benefits : Cigna medical, dental, and vision plans for you and your family. Retirement Savings: 401(k) plan with up to 4% company match. Health and Financial Wellness : H.S.A with company match, F.S.A, Short-term disability, Long-term disability, gym discounts and financial planning/preparation guidance from trusted advisors Norton Lifelock: free employee or family coverage Life and AD&D Coverage: Company paid $50,000 Life Insurance coverage/AD&D. Additional voluntary life/AD&D for you, spouse and children. Employee Assistance Program: Access to free behavioral health services, including free counseling sessions and other resources. Growth Opportunities: Ongoing professional development training as well as tuition assistance to help you advance your career. Compensation details: 00 Yearly Salary PI70c3df2970e1-5302
07/27/2026
Full time
Description: Are you an engineering leader who enjoys developing people, improving processes, and staying close to the technical work? If so, we'd love to connect with you! This position offers significant visibility with senior leadership and our global partners as well as long-term growth potential. An Engineering Manager who enjoys leading technical teams, improving processes, and driving successful product and project outcomes will excel at this role. We expect this individual to play a key role in guiding engineering priorities, supporting cross-functional collaboration, developing team capability, and ensuring engineering work aligns with business goals, customer expectations, quality standards, and manufacturing needs. Why Consider This Opportunity? Join a stable, growing organization where engineering plays a direct role in customer satisfaction, operational performance, and business success. Work-life balance that allows you to excel in your professional and personal life. We do not work nights or weekends and we encourage you to use your paid time off. High-visibility leadership role with meaningful interaction across operations, sales, production, quality, and senior leadership both domestic and international . Opportunity to strengthen engineering processes, mentor technical talent, and influence how projects are prioritized and executed. Blend of strategic leadership and hands-on technical problem solving. Collaborative culture with an emphasis on practical solutions, continuous improvement, and customer-focused innovation. Key Responsibilities Lead, coach, and develop the engineering team to support technical excellence, accountability, collaboration, and continuous improvement. Drive improvements in engineering processes, documentation, standard work, design controls, and project management practices. Act as the primary technical interface with our customer's engineering teams, clarifying requirements and resolving technical issues. Collaborate cross functionally with manufacturing, sales, quality, and supply chain to ensure design feasibility, compliance and smooth transition to production. Review technical work, support design reviews, and ensure engineering outputs meet quality, safety, regulatory, and customer expectations. Promote a culture of innovation, knowledge sharing, practical problem solving, and customer-focused engineering support. Requirements: Qualifications Bachelor's degree in Engineering or a related technical field required; advanced degree preferred. Progressive engineering experience in a manufacturing, industrial, product design, or technical production environment. Prefer someone with knowledge of our enclosure product line . Prior people management or technical team leadership experience required. Strong technical background with the ability to guide engineering decisions, troubleshoot complex issues, and support practical design and manufacturing solutions. Strong communication and interpersonal skills for cross-functional collaboration and customer engagement. Ability to work effectively in a fast-paced environment and with some travel . EX, UL, and/or IECEx certifications is highly desirable. Generous Benefits Time Off : Annually 9 paid company holidays/17 days of Paid time off/40 hours of paid sick leave each year (prorated). Comprehensive Benefits : Cigna medical, dental, and vision plans for you and your family. Retirement Savings: 401(k) plan with up to 4% company match. Health and Financial Wellness : H.S.A with company match, F.S.A, Short-term disability, Long-term disability, gym discounts and financial planning/preparation guidance from trusted advisors Norton Lifelock: free employee or family coverage Life and AD&D Coverage: Company paid $50,000 Life Insurance coverage/AD&D. Additional voluntary life/AD&D for you, spouse and children. Employee Assistance Program: Access to free behavioral health services, including free counseling sessions and other resources. Growth Opportunities: Ongoing professional development training as well as tuition assistance to help you advance your career. Compensation details: 00 Yearly Salary PI70c3df2970e1-5302
Senior Corporate Accounting Manager
Ashley Furniture Industries, LLC. Ashippun, Wisconsin
Job Description Senior Corporate Accounting Manager Ashley Furniture Industries Lead Financial Excellence at the World's Largest Furniture Manufacturer Ashley Furniture Industries seeks an accomplished Senior Corporate Accounting Manager to partner with our Assistant Controller in ensuring financial integrity, driving operational excellence, and leading critical finance functions across our global enterprise. The Opportunity Serve as senior financial leader ensuring all transactions comply with GAAP while maintaining integrity of company financial statements and internal controls. Assist the Assistant Controller oversee support of Financial Planning & Analysis and Transactional Accounting departments. This role combines strategic financial leadership with operational excellence , positioning you as a key advisor to executive finance leadership. What You'll Lead Strategic Financial Management Support general ledger maintenance in accordance with GAAP standards Support consolidation of related companies and combination reporting. Develop comprehensive financial reports for management, creditors, and stakeholders Support annual budget preparation and financial forecasts enterprise-wide Monitor and oversee posting of cash transaction flows Facilitate development of new financial and accounting systems and data visualization. Assist with independent audits across company entities Direct preparation of regulatory reports and ensure compliance Work with offshore teams supporting global finance functions Support Ashley finance transformation projects Departmental Oversight Provide leadership and strategic direction for 6-8 finance professionals across: Financial Planning & Analysis (FP&A) Transactional Accounting functions Team Leadership & Development Assist the Assistant Controller with the development of a team of 6-8 finance professionals Support employment decisions including hiring, promotions, and performance management Coach team through performance reviews and development planning Build succession plans and develop future finance leaders Foster culture of continuous improvement and financial excellence Process Improvement & Innovation Drive continuous improvement initiatives across finance operations Apply technology and business approaches in innovative ways Develop solutions for complex technical or strategic challenges Improve processes in safety, quality, productivity, and cost What You Bring Required Bachelor's degree in Accounting 10+ years managerial accounting/finance experience (manufacturing environment preferred) Proven track record leading finance teams and driving results Deep expertise in GAAP and financial reporting requirements Strong analytical and problem-solving capabilities Excellent leadership and people development skills Occasional domestic and international travel Flexible schedule with availability during critical business periods Preferred CPA or CMA certification Manufacturing or consumer products industry experience Financial systems implementation experience Continuous improvement or Lean Six Sigma background Core Competencies Financial Expertise: Expert knowledge of GAAP financial reporting Strong mathematical and statistical skills Internal controls and record management expertise High level of accuracy and attention to detail Leadership & Management: Effective resource management and optimization Strategic thinking with tactical execution Drive results through people Communication & Technical: Excellent verbal and written communication skills Proficient in Microsoft Office Suite and financial systems Advanced Excel and financial modeling capabilities Experience with ERP systems and financial software Personal Attributes: Ethics, values, integrity, and trust Effective time management and organizational skills Ability to manage multiple priorities simultaneously Thrives in fast-paced, demanding environments Maintains confidentiality with sensitive information Compensation & Benefits Comprehensive benefits: medical, dental, vision, 401(k) with match Paid time off and company holidays Professional development support (CPA/CMA, continuing education, conferences) Employee furniture purchase discounts Life and disability insurance Relocation assistance available for qualified candidates Why Ashley Furniture? Industry Leadership - World's largest furniture manufacturer, Fortune 500 company Career Growth - Clear pathway to Corporate Controller and senior finance leadership Financial Innovation - Investment in cutting-edge systems and technology Professional Development - Certification support, training, leadership programs Organizational Culture - Collaborative, team-oriented, continuous improvement mindset Location - Arcadia, Wisconsin offers excellent quality of life, affordable living, family-friendly community Our Core Values Ethics and Integrity - Unwavering commitment to doing what's right Excellence - Setting the standard for quality Accountability - Owning responsibilities and delivering results Leadership - Developing people and driving success Innovation - Embracing change and continuous improvement Collaboration - Working together to achieve shared goals Application Process Submit: Resume highlighting relevant accounting, finance, and leadership experience Cover letter addressing your qualifications and interest in this role Professional references (provided upon request) Our selection process includes: Resume screening by Talent Acquisition Phone interview with HR and hiring manager On-site interviews with Corporate Controller and finance leadership Executive interview with senior leadership Offer and background verification Typical hiring timeline: 4-6 weeks from application Apply Today Shape the Financial Future of Ashley Furniture Industries This senior leadership opportunity offers strategic impact, team development, and career advancement for accomplished finance professionals ready to make their mark at a global industry leader. Ashley Furniture Industries 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, veteran status, or any other protected characteristic.
07/27/2026
Full time
Job Description Senior Corporate Accounting Manager Ashley Furniture Industries Lead Financial Excellence at the World's Largest Furniture Manufacturer Ashley Furniture Industries seeks an accomplished Senior Corporate Accounting Manager to partner with our Assistant Controller in ensuring financial integrity, driving operational excellence, and leading critical finance functions across our global enterprise. The Opportunity Serve as senior financial leader ensuring all transactions comply with GAAP while maintaining integrity of company financial statements and internal controls. Assist the Assistant Controller oversee support of Financial Planning & Analysis and Transactional Accounting departments. This role combines strategic financial leadership with operational excellence , positioning you as a key advisor to executive finance leadership. What You'll Lead Strategic Financial Management Support general ledger maintenance in accordance with GAAP standards Support consolidation of related companies and combination reporting. Develop comprehensive financial reports for management, creditors, and stakeholders Support annual budget preparation and financial forecasts enterprise-wide Monitor and oversee posting of cash transaction flows Facilitate development of new financial and accounting systems and data visualization. Assist with independent audits across company entities Direct preparation of regulatory reports and ensure compliance Work with offshore teams supporting global finance functions Support Ashley finance transformation projects Departmental Oversight Provide leadership and strategic direction for 6-8 finance professionals across: Financial Planning & Analysis (FP&A) Transactional Accounting functions Team Leadership & Development Assist the Assistant Controller with the development of a team of 6-8 finance professionals Support employment decisions including hiring, promotions, and performance management Coach team through performance reviews and development planning Build succession plans and develop future finance leaders Foster culture of continuous improvement and financial excellence Process Improvement & Innovation Drive continuous improvement initiatives across finance operations Apply technology and business approaches in innovative ways Develop solutions for complex technical or strategic challenges Improve processes in safety, quality, productivity, and cost What You Bring Required Bachelor's degree in Accounting 10+ years managerial accounting/finance experience (manufacturing environment preferred) Proven track record leading finance teams and driving results Deep expertise in GAAP and financial reporting requirements Strong analytical and problem-solving capabilities Excellent leadership and people development skills Occasional domestic and international travel Flexible schedule with availability during critical business periods Preferred CPA or CMA certification Manufacturing or consumer products industry experience Financial systems implementation experience Continuous improvement or Lean Six Sigma background Core Competencies Financial Expertise: Expert knowledge of GAAP financial reporting Strong mathematical and statistical skills Internal controls and record management expertise High level of accuracy and attention to detail Leadership & Management: Effective resource management and optimization Strategic thinking with tactical execution Drive results through people Communication & Technical: Excellent verbal and written communication skills Proficient in Microsoft Office Suite and financial systems Advanced Excel and financial modeling capabilities Experience with ERP systems and financial software Personal Attributes: Ethics, values, integrity, and trust Effective time management and organizational skills Ability to manage multiple priorities simultaneously Thrives in fast-paced, demanding environments Maintains confidentiality with sensitive information Compensation & Benefits Comprehensive benefits: medical, dental, vision, 401(k) with match Paid time off and company holidays Professional development support (CPA/CMA, continuing education, conferences) Employee furniture purchase discounts Life and disability insurance Relocation assistance available for qualified candidates Why Ashley Furniture? Industry Leadership - World's largest furniture manufacturer, Fortune 500 company Career Growth - Clear pathway to Corporate Controller and senior finance leadership Financial Innovation - Investment in cutting-edge systems and technology Professional Development - Certification support, training, leadership programs Organizational Culture - Collaborative, team-oriented, continuous improvement mindset Location - Arcadia, Wisconsin offers excellent quality of life, affordable living, family-friendly community Our Core Values Ethics and Integrity - Unwavering commitment to doing what's right Excellence - Setting the standard for quality Accountability - Owning responsibilities and delivering results Leadership - Developing people and driving success Innovation - Embracing change and continuous improvement Collaboration - Working together to achieve shared goals Application Process Submit: Resume highlighting relevant accounting, finance, and leadership experience Cover letter addressing your qualifications and interest in this role Professional references (provided upon request) Our selection process includes: Resume screening by Talent Acquisition Phone interview with HR and hiring manager On-site interviews with Corporate Controller and finance leadership Executive interview with senior leadership Offer and background verification Typical hiring timeline: 4-6 weeks from application Apply Today Shape the Financial Future of Ashley Furniture Industries This senior leadership opportunity offers strategic impact, team development, and career advancement for accomplished finance professionals ready to make their mark at a global industry leader. Ashley Furniture Industries 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, veteran status, or any other protected characteristic.
Charles Schwab
Investment Consultant - Little Rock, AR
Charles Schwab Little Rock, Arkansas
Position Type: Regular Your opportunity At Schwab, you'll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you'll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation. As an Investment Consultant (IC) in Schwab's Branch Network, you'll take a critical first step on the path toward becoming a Financial Consultant. This role is designed for individuals who are motivated to learn, comfortable taking initiative, and excited to grow through hands-on experience. You'll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning-while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback. This is a role where curiosity, effort, and coachability matter just as much as prior experience. Apply active listening and thoughtful questioning to align solutions to client goals Build relationship management skills through timely, accurate, client-focused support Manage priorities effectively across outreach, follow-up, and administrative work Demonstrate resilience and motivation in achieving individual and team goals Collaborate with Financial Consultants and branch leaders to enhance client experience Take ownership of your learning, results, and professional growth Why you're set up for success: • Schwab Training and Development Start with Wealth Management University -a four-week, live virtual program designed to build your foundation for success. Afterward, continue your development through hands-on training and mentorship in your branch, partnering with your manager, peers, and mentors for guidance aligned to your goals. • Career Pathing The Investment Consultant role provides a strong foundation for growth, with a clear path to a Financial Consultant position for those looking to deepen client relationships, business development skills, and financial expertise. Schwab also supports a "choose your own adventure" approach-empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams. You'll be supported by leaders who invest in your growth and continuous development over time. • Competitive Compensation In addition to base pay, this role offers bonus and incentive opportunities tied to performance. What you have The expertise you bring: A valid and active FINRA Series 7 license required Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance, both of which are required for this role. Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred The skills you bring: • Motivation Demonstrate strong ownership, persistence, and drive in achieving goals Maintain a growth-oriented mindset, seeking opportunities to learn, improve, and contribute to client and business outcomes • Adaptability Actively seek, receive, and apply feedback to strengthen performance Adapt to evolving client needs, business priorities, and new information with a flexible, solutions-oriented approach • Time Management Effectively prioritize and manage multiple responsibilities, including client outreach, follow-ups, and ongoing development Stay organized and focused in a fast-paced environment to meet deadlines and deliver consistent results • Influencing Others Use active listening and thoughtful questioning to understand client needs and identify appropriate solutions Communicate clearly and persuasively to build trust, align on next steps, and guide client decisions • Entrepreneurial Orientation Take initiative to identify opportunities, expand client relationships, and contribute to business growth Demonstrate resilience and resourcefulness in pursuing goals and navigating challenges What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
07/27/2026
Full time
Position Type: Regular Your opportunity At Schwab, you'll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you'll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation. As an Investment Consultant (IC) in Schwab's Branch Network, you'll take a critical first step on the path toward becoming a Financial Consultant. This role is designed for individuals who are motivated to learn, comfortable taking initiative, and excited to grow through hands-on experience. You'll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning-while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback. This is a role where curiosity, effort, and coachability matter just as much as prior experience. Apply active listening and thoughtful questioning to align solutions to client goals Build relationship management skills through timely, accurate, client-focused support Manage priorities effectively across outreach, follow-up, and administrative work Demonstrate resilience and motivation in achieving individual and team goals Collaborate with Financial Consultants and branch leaders to enhance client experience Take ownership of your learning, results, and professional growth Why you're set up for success: • Schwab Training and Development Start with Wealth Management University -a four-week, live virtual program designed to build your foundation for success. Afterward, continue your development through hands-on training and mentorship in your branch, partnering with your manager, peers, and mentors for guidance aligned to your goals. • Career Pathing The Investment Consultant role provides a strong foundation for growth, with a clear path to a Financial Consultant position for those looking to deepen client relationships, business development skills, and financial expertise. Schwab also supports a "choose your own adventure" approach-empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams. You'll be supported by leaders who invest in your growth and continuous development over time. • Competitive Compensation In addition to base pay, this role offers bonus and incentive opportunities tied to performance. What you have The expertise you bring: A valid and active FINRA Series 7 license required Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance, both of which are required for this role. Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred The skills you bring: • Motivation Demonstrate strong ownership, persistence, and drive in achieving goals Maintain a growth-oriented mindset, seeking opportunities to learn, improve, and contribute to client and business outcomes • Adaptability Actively seek, receive, and apply feedback to strengthen performance Adapt to evolving client needs, business priorities, and new information with a flexible, solutions-oriented approach • Time Management Effectively prioritize and manage multiple responsibilities, including client outreach, follow-ups, and ongoing development Stay organized and focused in a fast-paced environment to meet deadlines and deliver consistent results • Influencing Others Use active listening and thoughtful questioning to understand client needs and identify appropriate solutions Communicate clearly and persuasively to build trust, align on next steps, and guide client decisions • Entrepreneurial Orientation Take initiative to identify opportunities, expand client relationships, and contribute to business growth Demonstrate resilience and resourcefulness in pursuing goals and navigating challenges What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
Santander Holdings USA Inc
Corporate & Investment Banking - Debt Capital Markets - Director - New York
Santander Holdings USA Inc New York, New York
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! Santander CIB has a comprehensive Debt Capital Markets platform. We seek solutions for our clients across different markets and currencies with proven capabilities in a wide variety of formats. We excel in DCM issuance across EUR, USD and GBP, with strong local syndicate presence and desks in New York, London, and Madrid. The Difference You Make: The Senior Vice President / Executive Director, Financial Institutions Debt Capital Markets (FIG DCM), is responsible for origination and execution of debt financing solutions for banks, insurance companies, asset managers, specialty finance companies, and other financial institution clients. Serving as a trusted advisor, the role provides strategic capital markets and funding advice while partnering across Investment Banking, Corporate Banking, Syndicate, Sales & Trading, and Risk to deliver tailored financing solutions. The position is responsible for driving client relationships, transaction execution, and business growth across the FIG franchise. Key Responsibilities Originate, structure, and execute debt capital markets transactions for Financial Institutions Group (FIG) clients, banks, insurance companies, asset managers, specialty finance companies, fintechs, exchanges, and other regulated financial institutions. Serve as a trusted advisor to senior client executives, including CFOs, Treasurers, Heads of Funding, and Capital Management teams, providing strategic advice on funding, capital optimization, liability management, and market execution. Develop and maintain long-term client relationships while identifying financing opportunities across investment-grade, subordinated, senior unsecured, covered bond, securitized, and hybrid capital markets. Advise clients on capital structure optimization, funding diversification, regulatory capital considerations, liquidity management, and balance sheet strategy in light of evolving market conditions and regulatory requirements. Lead the execution of public and private debt offerings, coordinating transaction teams across syndicate, sales & trading, legal, compliance, risk, ratings advisory, and investment banking coverage to ensure seamless execution. Monitor global fixed income markets, interest rates, credit spreads, regulatory developments, investor demand, and peer issuance activity to provide timely market intelligence and strategic recommendations to clients. Prepare and deliver client presentations, market updates, and financing proposals, supporting strategic capital markets decisions. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required Qualifications: 6+ years of experience in Debt Capital Markets, Investment Banking, Corporate Banking, or Fixed Income Capital Markets, with significant experience covering Financial Institutions. Demonstrated expertise in originating and executing debt capital markets transactions for banks, insurance companies, asset managers, specialty finance companies, and other regulated financial institutions. Deep knowledge of fixed income markets, funding strategies, capital structure advisory, liability management, and regulatory capital frameworks affecting financial institution issuers. Proven ability to build and manage senior client relationships while delivering strategic financing and capital markets advice. Strong leadership, business development, and transaction execution skills, with the ability to lead cross-functional teams and manage multiple complex transactions simultaneously. Excellent analytical, communication, and presentation skills, with sound commercial judgment and the ability to deliver innovative client solutions in a dynamic market environment. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history in Debt Capital Markets (DCM) at a large investment bank covering financial Institutions. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $290,000.00 USD Maximum: $310,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
07/27/2026
Full time
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! Santander CIB has a comprehensive Debt Capital Markets platform. We seek solutions for our clients across different markets and currencies with proven capabilities in a wide variety of formats. We excel in DCM issuance across EUR, USD and GBP, with strong local syndicate presence and desks in New York, London, and Madrid. The Difference You Make: The Senior Vice President / Executive Director, Financial Institutions Debt Capital Markets (FIG DCM), is responsible for origination and execution of debt financing solutions for banks, insurance companies, asset managers, specialty finance companies, and other financial institution clients. Serving as a trusted advisor, the role provides strategic capital markets and funding advice while partnering across Investment Banking, Corporate Banking, Syndicate, Sales & Trading, and Risk to deliver tailored financing solutions. The position is responsible for driving client relationships, transaction execution, and business growth across the FIG franchise. Key Responsibilities Originate, structure, and execute debt capital markets transactions for Financial Institutions Group (FIG) clients, banks, insurance companies, asset managers, specialty finance companies, fintechs, exchanges, and other regulated financial institutions. Serve as a trusted advisor to senior client executives, including CFOs, Treasurers, Heads of Funding, and Capital Management teams, providing strategic advice on funding, capital optimization, liability management, and market execution. Develop and maintain long-term client relationships while identifying financing opportunities across investment-grade, subordinated, senior unsecured, covered bond, securitized, and hybrid capital markets. Advise clients on capital structure optimization, funding diversification, regulatory capital considerations, liquidity management, and balance sheet strategy in light of evolving market conditions and regulatory requirements. Lead the execution of public and private debt offerings, coordinating transaction teams across syndicate, sales & trading, legal, compliance, risk, ratings advisory, and investment banking coverage to ensure seamless execution. Monitor global fixed income markets, interest rates, credit spreads, regulatory developments, investor demand, and peer issuance activity to provide timely market intelligence and strategic recommendations to clients. Prepare and deliver client presentations, market updates, and financing proposals, supporting strategic capital markets decisions. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required Qualifications: 6+ years of experience in Debt Capital Markets, Investment Banking, Corporate Banking, or Fixed Income Capital Markets, with significant experience covering Financial Institutions. Demonstrated expertise in originating and executing debt capital markets transactions for banks, insurance companies, asset managers, specialty finance companies, and other regulated financial institutions. Deep knowledge of fixed income markets, funding strategies, capital structure advisory, liability management, and regulatory capital frameworks affecting financial institution issuers. Proven ability to build and manage senior client relationships while delivering strategic financing and capital markets advice. Strong leadership, business development, and transaction execution skills, with the ability to lead cross-functional teams and manage multiple complex transactions simultaneously. Excellent analytical, communication, and presentation skills, with sound commercial judgment and the ability to deliver innovative client solutions in a dynamic market environment. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history in Debt Capital Markets (DCM) at a large investment bank covering financial Institutions. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $290,000.00 USD Maximum: $310,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.

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