Position Summary Foundation Director-Philanthropy This position will lead and manage a team of 5 philanthropy officers. With frontline focus, the Director will be a seasoned major gifts fundraiser responsible for securing gifts with an emphasis on $100,000 and above. This position reports to the Vice President, Individual Giving Phoenix Children's Values All Duties and Responsibilities must be performed in a manner consistent with and supportive of the Values of Phoenix Children's Hospital. • Family-Centered care that focuses on the needs of the child first and values the family as an important member of the care team • Excellence in clinical care, service and communication • Collaborative within our institution and with others who share our mission and goals • Leadership that sets the standard for pediatric health care today and innovations of the future • Accountability to our patients, community and each other for providing the best care in the most cost-effective way. Primary Duties Leadership and Team Management: • Lead and manage a team of 5 philanthropy officers • Train, manage, and mentor philanthropy officer team in principal and major gifts • Develop and manage timelines for various fundraising activities to ensure plans and critical fundraising processes are carried out in a timely manner • Meet annual activity and financial performance metrics for team Fundraising: • Manage a portfolio of 50-75 major/principal gifts prospects with emphasis on gifts of $100,000 and above. • Develop and implement thoughtful, strategic cultivation, solicitation and stewardship plans for prospective and current donors. • Build and manage a Philanthropic Advisory Board comprised of major and principal donors • Ensure regular contact with donors through various activities and communications especially through face-to-face meetings. • Identify and develop joint major giving opportunities in collaboration with colleagues and team members across the Foundation. • Develop expertise in hospital Centers of Excellence and service lines; serves as foundation liaison in assisting physicians, program directors and administration with capital and programmatic funding needs • Meet goal for individual portfolio work Qualifications Education Requirements 1. Bachelor's degree in related field Required 2. Master's degree, CFRE and experience in a medical or academic development setting Experience Requirements 1. Minimum of 10 years in fundraising, development or non-profit environment 2. Proven experience in securing principal gifts from individuals, possessing a thorough understanding of donor identification, cultivation, solicitation and demonstrated success in closing gifts of $1M and above. 3. Demonstrated ability to hire, plan, train, manage and mentor staff. 4. Demonstrated success in building long term philanthropic relationships while consistently meeting fundraising goals Special Skills & Requirements 1. Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones. 2. Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas through brief, simple materials. Experience and credibility when presenting materials to external audiences. 3. Influencing: Gets others to accept ideas by using compelling strategy and data to create a win-win situation and responds appropriately to key stakeholders. 4. Collaboration: Effective at working with others to reach common goals and objectives. Required 5. Relationship Building: Skilled at establishing and cultivating strong relationships with peers, across different levels of the organization and externally. Working in close collaboration with the Vice President (VP), the Director of Foundation Development designs and executes on a comprehensive development strategy for the Phoenix Children's Foundation. The Director oversees and executes on both capital campaigns and ongoing fundraising efforts. This position also forms and manages the Phoenix Children's Foundation development team, and reports directly to the Vice President. Position Duties Leadership: Cultivates existing relationships with vendors with the goal of ensuring sufficient space and resources, and access to services. Develops and implements strategies that will maximize the synergies among program areas. Team Management and Development: Develops and implements a system to evaluate the skill, experience, and professional development needs of all staff. Implements a professional development program to address employee experience and skill gaps. Works with staff to develop objective performance measurements across all sites, to ensure consistent, high-quality evaluation and goal setting for all employees. Instills a sense of accountability among team members by modeling tight oversight of individual and organizational performance standards. Recruits, hires, and oversees training and orientation of all staff members. Design Development Strategy: Works with the management team to identify funds needed, preferred funding targets, and approaches. Form and Manage Development Team: Works with the VP and senior leadership team to form a Development Team. Oversees Development Team and identifies staffing needs for campaigns and ongoing development. Fundraising: Conducts research, prospecting, and applications to multiple donor sources. Manages capital campaigns, engaging and overseeing capital campaign firms as necessary. Oversees ongoing development efforts. Build a Robust Donor Base: Develops and maintains key long-term relationships with donors and prospects. Communicate and Train: Trains and mentors Development Staff and communicates fundraising goals and progress throughout the organization. Performs miscellaneous job related duties as requested. Phoenix Children's Mission, Vision, & Values Mission To advance hope, healing and the best healthcare for children and their families Vision Phoenix Children's will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. We realize this vision by: Offering the most comprehensive care across ages, communities and specialties Investing in innovative research, including emerging treatments, tools and technologies Advancing education and training to shape the next generation of clinical leaders Advocating for the health and well-being of children and families Values We place children and families at the center of all we do We deliver exceptional care, every day and in every way We collaborate with colleagues, partners and communities to amplify our impact We set the standards of pediatric healthcare today, and innovate for the future We are accountable for making the highest quality care accessible and affordable
10/24/2025
Full time
Position Summary Foundation Director-Philanthropy This position will lead and manage a team of 5 philanthropy officers. With frontline focus, the Director will be a seasoned major gifts fundraiser responsible for securing gifts with an emphasis on $100,000 and above. This position reports to the Vice President, Individual Giving Phoenix Children's Values All Duties and Responsibilities must be performed in a manner consistent with and supportive of the Values of Phoenix Children's Hospital. • Family-Centered care that focuses on the needs of the child first and values the family as an important member of the care team • Excellence in clinical care, service and communication • Collaborative within our institution and with others who share our mission and goals • Leadership that sets the standard for pediatric health care today and innovations of the future • Accountability to our patients, community and each other for providing the best care in the most cost-effective way. Primary Duties Leadership and Team Management: • Lead and manage a team of 5 philanthropy officers • Train, manage, and mentor philanthropy officer team in principal and major gifts • Develop and manage timelines for various fundraising activities to ensure plans and critical fundraising processes are carried out in a timely manner • Meet annual activity and financial performance metrics for team Fundraising: • Manage a portfolio of 50-75 major/principal gifts prospects with emphasis on gifts of $100,000 and above. • Develop and implement thoughtful, strategic cultivation, solicitation and stewardship plans for prospective and current donors. • Build and manage a Philanthropic Advisory Board comprised of major and principal donors • Ensure regular contact with donors through various activities and communications especially through face-to-face meetings. • Identify and develop joint major giving opportunities in collaboration with colleagues and team members across the Foundation. • Develop expertise in hospital Centers of Excellence and service lines; serves as foundation liaison in assisting physicians, program directors and administration with capital and programmatic funding needs • Meet goal for individual portfolio work Qualifications Education Requirements 1. Bachelor's degree in related field Required 2. Master's degree, CFRE and experience in a medical or academic development setting Experience Requirements 1. Minimum of 10 years in fundraising, development or non-profit environment 2. Proven experience in securing principal gifts from individuals, possessing a thorough understanding of donor identification, cultivation, solicitation and demonstrated success in closing gifts of $1M and above. 3. Demonstrated ability to hire, plan, train, manage and mentor staff. 4. Demonstrated success in building long term philanthropic relationships while consistently meeting fundraising goals Special Skills & Requirements 1. Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones. 2. Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas through brief, simple materials. Experience and credibility when presenting materials to external audiences. 3. Influencing: Gets others to accept ideas by using compelling strategy and data to create a win-win situation and responds appropriately to key stakeholders. 4. Collaboration: Effective at working with others to reach common goals and objectives. Required 5. Relationship Building: Skilled at establishing and cultivating strong relationships with peers, across different levels of the organization and externally. Working in close collaboration with the Vice President (VP), the Director of Foundation Development designs and executes on a comprehensive development strategy for the Phoenix Children's Foundation. The Director oversees and executes on both capital campaigns and ongoing fundraising efforts. This position also forms and manages the Phoenix Children's Foundation development team, and reports directly to the Vice President. Position Duties Leadership: Cultivates existing relationships with vendors with the goal of ensuring sufficient space and resources, and access to services. Develops and implements strategies that will maximize the synergies among program areas. Team Management and Development: Develops and implements a system to evaluate the skill, experience, and professional development needs of all staff. Implements a professional development program to address employee experience and skill gaps. Works with staff to develop objective performance measurements across all sites, to ensure consistent, high-quality evaluation and goal setting for all employees. Instills a sense of accountability among team members by modeling tight oversight of individual and organizational performance standards. Recruits, hires, and oversees training and orientation of all staff members. Design Development Strategy: Works with the management team to identify funds needed, preferred funding targets, and approaches. Form and Manage Development Team: Works with the VP and senior leadership team to form a Development Team. Oversees Development Team and identifies staffing needs for campaigns and ongoing development. Fundraising: Conducts research, prospecting, and applications to multiple donor sources. Manages capital campaigns, engaging and overseeing capital campaign firms as necessary. Oversees ongoing development efforts. Build a Robust Donor Base: Develops and maintains key long-term relationships with donors and prospects. Communicate and Train: Trains and mentors Development Staff and communicates fundraising goals and progress throughout the organization. Performs miscellaneous job related duties as requested. Phoenix Children's Mission, Vision, & Values Mission To advance hope, healing and the best healthcare for children and their families Vision Phoenix Children's will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. We realize this vision by: Offering the most comprehensive care across ages, communities and specialties Investing in innovative research, including emerging treatments, tools and technologies Advancing education and training to shape the next generation of clinical leaders Advocating for the health and well-being of children and families Values We place children and families at the center of all we do We deliver exceptional care, every day and in every way We collaborate with colleagues, partners and communities to amplify our impact We set the standards of pediatric healthcare today, and innovate for the future We are accountable for making the highest quality care accessible and affordable
Position Summary Foundation Director-Philanthropy This position will lead and manage a team of 5 philanthropy officers. With frontline focus, the Director will be a seasoned major gifts fundraiser responsible for securing gifts with an emphasis on $100,000 and above. This position reports to the Vice President, Individual Giving Phoenix Children's Values All Duties and Responsibilities must be performed in a manner consistent with and supportive of the Values of Phoenix Children's Hospital. • Family-Centered care that focuses on the needs of the child first and values the family as an important member of the care team • Excellence in clinical care, service and communication • Collaborative within our institution and with others who share our mission and goals • Leadership that sets the standard for pediatric health care today and innovations of the future • Accountability to our patients, community and each other for providing the best care in the most cost-effective way. Primary Duties Leadership and Team Management: • Lead and manage a team of 5 philanthropy officers • Train, manage, and mentor philanthropy officer team in principal and major gifts • Develop and manage timelines for various fundraising activities to ensure plans and critical fundraising processes are carried out in a timely manner • Meet annual activity and financial performance metrics for team Fundraising: • Manage a portfolio of 50-75 major/principal gifts prospects with emphasis on gifts of $100,000 and above. • Develop and implement thoughtful, strategic cultivation, solicitation and stewardship plans for prospective and current donors. • Build and manage a Philanthropic Advisory Board comprised of major and principal donors • Ensure regular contact with donors through various activities and communications especially through face-to-face meetings. • Identify and develop joint major giving opportunities in collaboration with colleagues and team members across the Foundation. • Develop expertise in hospital Centers of Excellence and service lines; serves as foundation liaison in assisting physicians, program directors and administration with capital and programmatic funding needs • Meet goal for individual portfolio work Qualifications Education Requirements 1. Bachelor's degree in related field Required 2. Master's degree, CFRE and experience in a medical or academic development setting Experience Requirements 1. Minimum of 10 years in fundraising, development or non-profit environment 2. Proven experience in securing principal gifts from individuals, possessing a thorough understanding of donor identification, cultivation, solicitation and demonstrated success in closing gifts of $1M and above. 3. Demonstrated ability to hire, plan, train, manage and mentor staff. 4. Demonstrated success in building long term philanthropic relationships while consistently meeting fundraising goals Special Skills & Requirements 1. Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones. 2. Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas through brief, simple materials. Experience and credibility when presenting materials to external audiences. 3. Influencing: Gets others to accept ideas by using compelling strategy and data to create a win-win situation and responds appropriately to key stakeholders. 4. Collaboration: Effective at working with others to reach common goals and objectives. Required 5. Relationship Building: Skilled at establishing and cultivating strong relationships with peers, across different levels of the organization and externally. Working in close collaboration with the Vice President (VP), the Director of Foundation Development designs and executes on a comprehensive development strategy for the Phoenix Children's Foundation. The Director oversees and executes on both capital campaigns and ongoing fundraising efforts. This position also forms and manages the Phoenix Children's Foundation development team, and reports directly to the Vice President. Position Duties Leadership: Cultivates existing relationships with vendors with the goal of ensuring sufficient space and resources, and access to services. Develops and implements strategies that will maximize the synergies among program areas. Team Management and Development: Develops and implements a system to evaluate the skill, experience, and professional development needs of all staff. Implements a professional development program to address employee experience and skill gaps. Works with staff to develop objective performance measurements across all sites, to ensure consistent, high-quality evaluation and goal setting for all employees. Instills a sense of accountability among team members by modeling tight oversight of individual and organizational performance standards. Recruits, hires, and oversees training and orientation of all staff members. Design Development Strategy: Works with the management team to identify funds needed, preferred funding targets, and approaches. Form and Manage Development Team: Works with the VP and senior leadership team to form a Development Team. Oversees Development Team and identifies staffing needs for campaigns and ongoing development. Fundraising: Conducts research, prospecting, and applications to multiple donor sources. Manages capital campaigns, engaging and overseeing capital campaign firms as necessary. Oversees ongoing development efforts. Build a Robust Donor Base: Develops and maintains key long-term relationships with donors and prospects. Communicate and Train: Trains and mentors Development Staff and communicates fundraising goals and progress throughout the organization. Performs miscellaneous job related duties as requested. Phoenix Children's Mission, Vision, & Values Mission To advance hope, healing and the best healthcare for children and their families Vision Phoenix Children's will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. We realize this vision by: Offering the most comprehensive care across ages, communities and specialties Investing in innovative research, including emerging treatments, tools and technologies Advancing education and training to shape the next generation of clinical leaders Advocating for the health and well-being of children and families Values We place children and families at the center of all we do We deliver exceptional care, every day and in every way We collaborate with colleagues, partners and communities to amplify our impact We set the standards of pediatric healthcare today, and innovate for the future We are accountable for making the highest quality care accessible and affordable
10/24/2025
Full time
Position Summary Foundation Director-Philanthropy This position will lead and manage a team of 5 philanthropy officers. With frontline focus, the Director will be a seasoned major gifts fundraiser responsible for securing gifts with an emphasis on $100,000 and above. This position reports to the Vice President, Individual Giving Phoenix Children's Values All Duties and Responsibilities must be performed in a manner consistent with and supportive of the Values of Phoenix Children's Hospital. • Family-Centered care that focuses on the needs of the child first and values the family as an important member of the care team • Excellence in clinical care, service and communication • Collaborative within our institution and with others who share our mission and goals • Leadership that sets the standard for pediatric health care today and innovations of the future • Accountability to our patients, community and each other for providing the best care in the most cost-effective way. Primary Duties Leadership and Team Management: • Lead and manage a team of 5 philanthropy officers • Train, manage, and mentor philanthropy officer team in principal and major gifts • Develop and manage timelines for various fundraising activities to ensure plans and critical fundraising processes are carried out in a timely manner • Meet annual activity and financial performance metrics for team Fundraising: • Manage a portfolio of 50-75 major/principal gifts prospects with emphasis on gifts of $100,000 and above. • Develop and implement thoughtful, strategic cultivation, solicitation and stewardship plans for prospective and current donors. • Build and manage a Philanthropic Advisory Board comprised of major and principal donors • Ensure regular contact with donors through various activities and communications especially through face-to-face meetings. • Identify and develop joint major giving opportunities in collaboration with colleagues and team members across the Foundation. • Develop expertise in hospital Centers of Excellence and service lines; serves as foundation liaison in assisting physicians, program directors and administration with capital and programmatic funding needs • Meet goal for individual portfolio work Qualifications Education Requirements 1. Bachelor's degree in related field Required 2. Master's degree, CFRE and experience in a medical or academic development setting Experience Requirements 1. Minimum of 10 years in fundraising, development or non-profit environment 2. Proven experience in securing principal gifts from individuals, possessing a thorough understanding of donor identification, cultivation, solicitation and demonstrated success in closing gifts of $1M and above. 3. Demonstrated ability to hire, plan, train, manage and mentor staff. 4. Demonstrated success in building long term philanthropic relationships while consistently meeting fundraising goals Special Skills & Requirements 1. Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones. 2. Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas through brief, simple materials. Experience and credibility when presenting materials to external audiences. 3. Influencing: Gets others to accept ideas by using compelling strategy and data to create a win-win situation and responds appropriately to key stakeholders. 4. Collaboration: Effective at working with others to reach common goals and objectives. Required 5. Relationship Building: Skilled at establishing and cultivating strong relationships with peers, across different levels of the organization and externally. Working in close collaboration with the Vice President (VP), the Director of Foundation Development designs and executes on a comprehensive development strategy for the Phoenix Children's Foundation. The Director oversees and executes on both capital campaigns and ongoing fundraising efforts. This position also forms and manages the Phoenix Children's Foundation development team, and reports directly to the Vice President. Position Duties Leadership: Cultivates existing relationships with vendors with the goal of ensuring sufficient space and resources, and access to services. Develops and implements strategies that will maximize the synergies among program areas. Team Management and Development: Develops and implements a system to evaluate the skill, experience, and professional development needs of all staff. Implements a professional development program to address employee experience and skill gaps. Works with staff to develop objective performance measurements across all sites, to ensure consistent, high-quality evaluation and goal setting for all employees. Instills a sense of accountability among team members by modeling tight oversight of individual and organizational performance standards. Recruits, hires, and oversees training and orientation of all staff members. Design Development Strategy: Works with the management team to identify funds needed, preferred funding targets, and approaches. Form and Manage Development Team: Works with the VP and senior leadership team to form a Development Team. Oversees Development Team and identifies staffing needs for campaigns and ongoing development. Fundraising: Conducts research, prospecting, and applications to multiple donor sources. Manages capital campaigns, engaging and overseeing capital campaign firms as necessary. Oversees ongoing development efforts. Build a Robust Donor Base: Develops and maintains key long-term relationships with donors and prospects. Communicate and Train: Trains and mentors Development Staff and communicates fundraising goals and progress throughout the organization. Performs miscellaneous job related duties as requested. Phoenix Children's Mission, Vision, & Values Mission To advance hope, healing and the best healthcare for children and their families Vision Phoenix Children's will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. We realize this vision by: Offering the most comprehensive care across ages, communities and specialties Investing in innovative research, including emerging treatments, tools and technologies Advancing education and training to shape the next generation of clinical leaders Advocating for the health and well-being of children and families Values We place children and families at the center of all we do We deliver exceptional care, every day and in every way We collaborate with colleagues, partners and communities to amplify our impact We set the standards of pediatric healthcare today, and innovate for the future We are accountable for making the highest quality care accessible and affordable
Position Summary Foundation Director-Philanthropy This position will lead and manage a team of 5 philanthropy officers. With frontline focus, the Director will be a seasoned major gifts fundraiser responsible for securing gifts with an emphasis on $100,000 and above. This position reports to the Vice President, Individual Giving Phoenix Children's Values All Duties and Responsibilities must be performed in a manner consistent with and supportive of the Values of Phoenix Children's Hospital. • Family-Centered care that focuses on the needs of the child first and values the family as an important member of the care team • Excellence in clinical care, service and communication • Collaborative within our institution and with others who share our mission and goals • Leadership that sets the standard for pediatric health care today and innovations of the future • Accountability to our patients, community and each other for providing the best care in the most cost-effective way. Primary Duties Leadership and Team Management: • Lead and manage a team of 5 philanthropy officers • Train, manage, and mentor philanthropy officer team in principal and major gifts • Develop and manage timelines for various fundraising activities to ensure plans and critical fundraising processes are carried out in a timely manner • Meet annual activity and financial performance metrics for team Fundraising: • Manage a portfolio of 50-75 major/principal gifts prospects with emphasis on gifts of $100,000 and above. • Develop and implement thoughtful, strategic cultivation, solicitation and stewardship plans for prospective and current donors. • Build and manage a Philanthropic Advisory Board comprised of major and principal donors • Ensure regular contact with donors through various activities and communications especially through face-to-face meetings. • Identify and develop joint major giving opportunities in collaboration with colleagues and team members across the Foundation. • Develop expertise in hospital Centers of Excellence and service lines; serves as foundation liaison in assisting physicians, program directors and administration with capital and programmatic funding needs • Meet goal for individual portfolio work Qualifications Education Requirements 1. Bachelor's degree in related field Required 2. Master's degree, CFRE and experience in a medical or academic development setting Experience Requirements 1. Minimum of 10 years in fundraising, development or non-profit environment 2. Proven experience in securing principal gifts from individuals, possessing a thorough understanding of donor identification, cultivation, solicitation and demonstrated success in closing gifts of $1M and above. 3. Demonstrated ability to hire, plan, train, manage and mentor staff. 4. Demonstrated success in building long term philanthropic relationships while consistently meeting fundraising goals Special Skills & Requirements 1. Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones. 2. Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas through brief, simple materials. Experience and credibility when presenting materials to external audiences. 3. Influencing: Gets others to accept ideas by using compelling strategy and data to create a win-win situation and responds appropriately to key stakeholders. 4. Collaboration: Effective at working with others to reach common goals and objectives. Required 5. Relationship Building: Skilled at establishing and cultivating strong relationships with peers, across different levels of the organization and externally. Working in close collaboration with the Vice President (VP), the Director of Foundation Development designs and executes on a comprehensive development strategy for the Phoenix Children's Foundation. The Director oversees and executes on both capital campaigns and ongoing fundraising efforts. This position also forms and manages the Phoenix Children's Foundation development team, and reports directly to the Vice President. Position Duties Leadership: Cultivates existing relationships with vendors with the goal of ensuring sufficient space and resources, and access to services. Develops and implements strategies that will maximize the synergies among program areas. Team Management and Development: Develops and implements a system to evaluate the skill, experience, and professional development needs of all staff. Implements a professional development program to address employee experience and skill gaps. Works with staff to develop objective performance measurements across all sites, to ensure consistent, high-quality evaluation and goal setting for all employees. Instills a sense of accountability among team members by modeling tight oversight of individual and organizational performance standards. Recruits, hires, and oversees training and orientation of all staff members. Design Development Strategy: Works with the management team to identify funds needed, preferred funding targets, and approaches. Form and Manage Development Team: Works with the VP and senior leadership team to form a Development Team. Oversees Development Team and identifies staffing needs for campaigns and ongoing development. Fundraising: Conducts research, prospecting, and applications to multiple donor sources. Manages capital campaigns, engaging and overseeing capital campaign firms as necessary. Oversees ongoing development efforts. Build a Robust Donor Base: Develops and maintains key long-term relationships with donors and prospects. Communicate and Train: Trains and mentors Development Staff and communicates fundraising goals and progress throughout the organization. Performs miscellaneous job related duties as requested. Phoenix Children's Mission, Vision, & Values Mission To advance hope, healing and the best healthcare for children and their families Vision Phoenix Children's will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. We realize this vision by: Offering the most comprehensive care across ages, communities and specialties Investing in innovative research, including emerging treatments, tools and technologies Advancing education and training to shape the next generation of clinical leaders Advocating for the health and well-being of children and families Values We place children and families at the center of all we do We deliver exceptional care, every day and in every way We collaborate with colleagues, partners and communities to amplify our impact We set the standards of pediatric healthcare today, and innovate for the future We are accountable for making the highest quality care accessible and affordable
10/24/2025
Full time
Position Summary Foundation Director-Philanthropy This position will lead and manage a team of 5 philanthropy officers. With frontline focus, the Director will be a seasoned major gifts fundraiser responsible for securing gifts with an emphasis on $100,000 and above. This position reports to the Vice President, Individual Giving Phoenix Children's Values All Duties and Responsibilities must be performed in a manner consistent with and supportive of the Values of Phoenix Children's Hospital. • Family-Centered care that focuses on the needs of the child first and values the family as an important member of the care team • Excellence in clinical care, service and communication • Collaborative within our institution and with others who share our mission and goals • Leadership that sets the standard for pediatric health care today and innovations of the future • Accountability to our patients, community and each other for providing the best care in the most cost-effective way. Primary Duties Leadership and Team Management: • Lead and manage a team of 5 philanthropy officers • Train, manage, and mentor philanthropy officer team in principal and major gifts • Develop and manage timelines for various fundraising activities to ensure plans and critical fundraising processes are carried out in a timely manner • Meet annual activity and financial performance metrics for team Fundraising: • Manage a portfolio of 50-75 major/principal gifts prospects with emphasis on gifts of $100,000 and above. • Develop and implement thoughtful, strategic cultivation, solicitation and stewardship plans for prospective and current donors. • Build and manage a Philanthropic Advisory Board comprised of major and principal donors • Ensure regular contact with donors through various activities and communications especially through face-to-face meetings. • Identify and develop joint major giving opportunities in collaboration with colleagues and team members across the Foundation. • Develop expertise in hospital Centers of Excellence and service lines; serves as foundation liaison in assisting physicians, program directors and administration with capital and programmatic funding needs • Meet goal for individual portfolio work Qualifications Education Requirements 1. Bachelor's degree in related field Required 2. Master's degree, CFRE and experience in a medical or academic development setting Experience Requirements 1. Minimum of 10 years in fundraising, development or non-profit environment 2. Proven experience in securing principal gifts from individuals, possessing a thorough understanding of donor identification, cultivation, solicitation and demonstrated success in closing gifts of $1M and above. 3. Demonstrated ability to hire, plan, train, manage and mentor staff. 4. Demonstrated success in building long term philanthropic relationships while consistently meeting fundraising goals Special Skills & Requirements 1. Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones. 2. Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas through brief, simple materials. Experience and credibility when presenting materials to external audiences. 3. Influencing: Gets others to accept ideas by using compelling strategy and data to create a win-win situation and responds appropriately to key stakeholders. 4. Collaboration: Effective at working with others to reach common goals and objectives. Required 5. Relationship Building: Skilled at establishing and cultivating strong relationships with peers, across different levels of the organization and externally. Working in close collaboration with the Vice President (VP), the Director of Foundation Development designs and executes on a comprehensive development strategy for the Phoenix Children's Foundation. The Director oversees and executes on both capital campaigns and ongoing fundraising efforts. This position also forms and manages the Phoenix Children's Foundation development team, and reports directly to the Vice President. Position Duties Leadership: Cultivates existing relationships with vendors with the goal of ensuring sufficient space and resources, and access to services. Develops and implements strategies that will maximize the synergies among program areas. Team Management and Development: Develops and implements a system to evaluate the skill, experience, and professional development needs of all staff. Implements a professional development program to address employee experience and skill gaps. Works with staff to develop objective performance measurements across all sites, to ensure consistent, high-quality evaluation and goal setting for all employees. Instills a sense of accountability among team members by modeling tight oversight of individual and organizational performance standards. Recruits, hires, and oversees training and orientation of all staff members. Design Development Strategy: Works with the management team to identify funds needed, preferred funding targets, and approaches. Form and Manage Development Team: Works with the VP and senior leadership team to form a Development Team. Oversees Development Team and identifies staffing needs for campaigns and ongoing development. Fundraising: Conducts research, prospecting, and applications to multiple donor sources. Manages capital campaigns, engaging and overseeing capital campaign firms as necessary. Oversees ongoing development efforts. Build a Robust Donor Base: Develops and maintains key long-term relationships with donors and prospects. Communicate and Train: Trains and mentors Development Staff and communicates fundraising goals and progress throughout the organization. Performs miscellaneous job related duties as requested. Phoenix Children's Mission, Vision, & Values Mission To advance hope, healing and the best healthcare for children and their families Vision Phoenix Children's will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. We realize this vision by: Offering the most comprehensive care across ages, communities and specialties Investing in innovative research, including emerging treatments, tools and technologies Advancing education and training to shape the next generation of clinical leaders Advocating for the health and well-being of children and families Values We place children and families at the center of all we do We deliver exceptional care, every day and in every way We collaborate with colleagues, partners and communities to amplify our impact We set the standards of pediatric healthcare today, and innovate for the future We are accountable for making the highest quality care accessible and affordable
Position Summary Foundation Director-Philanthropy This position will lead and manage a team of 5 philanthropy officers. With frontline focus, the Director will be a seasoned major gifts fundraiser responsible for securing gifts with an emphasis on $100,000 and above. This position reports to the Vice President, Individual Giving Phoenix Children's Values All Duties and Responsibilities must be performed in a manner consistent with and supportive of the Values of Phoenix Children's Hospital. • Family-Centered care that focuses on the needs of the child first and values the family as an important member of the care team • Excellence in clinical care, service and communication • Collaborative within our institution and with others who share our mission and goals • Leadership that sets the standard for pediatric health care today and innovations of the future • Accountability to our patients, community and each other for providing the best care in the most cost-effective way. Primary Duties Leadership and Team Management: • Lead and manage a team of 5 philanthropy officers • Train, manage, and mentor philanthropy officer team in principal and major gifts • Develop and manage timelines for various fundraising activities to ensure plans and critical fundraising processes are carried out in a timely manner • Meet annual activity and financial performance metrics for team Fundraising: • Manage a portfolio of 50-75 major/principal gifts prospects with emphasis on gifts of $100,000 and above. • Develop and implement thoughtful, strategic cultivation, solicitation and stewardship plans for prospective and current donors. • Build and manage a Philanthropic Advisory Board comprised of major and principal donors • Ensure regular contact with donors through various activities and communications especially through face-to-face meetings. • Identify and develop joint major giving opportunities in collaboration with colleagues and team members across the Foundation. • Develop expertise in hospital Centers of Excellence and service lines; serves as foundation liaison in assisting physicians, program directors and administration with capital and programmatic funding needs • Meet goal for individual portfolio work Qualifications Education Requirements 1. Bachelor's degree in related field Required 2. Master's degree, CFRE and experience in a medical or academic development setting Experience Requirements 1. Minimum of 10 years in fundraising, development or non-profit environment 2. Proven experience in securing principal gifts from individuals, possessing a thorough understanding of donor identification, cultivation, solicitation and demonstrated success in closing gifts of $1M and above. 3. Demonstrated ability to hire, plan, train, manage and mentor staff. 4. Demonstrated success in building long term philanthropic relationships while consistently meeting fundraising goals Special Skills & Requirements 1. Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones. 2. Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas through brief, simple materials. Experience and credibility when presenting materials to external audiences. 3. Influencing: Gets others to accept ideas by using compelling strategy and data to create a win-win situation and responds appropriately to key stakeholders. 4. Collaboration: Effective at working with others to reach common goals and objectives. Required 5. Relationship Building: Skilled at establishing and cultivating strong relationships with peers, across different levels of the organization and externally. Working in close collaboration with the Vice President (VP), the Director of Foundation Development designs and executes on a comprehensive development strategy for the Phoenix Children's Foundation. The Director oversees and executes on both capital campaigns and ongoing fundraising efforts. This position also forms and manages the Phoenix Children's Foundation development team, and reports directly to the Vice President. Position Duties Leadership: Cultivates existing relationships with vendors with the goal of ensuring sufficient space and resources, and access to services. Develops and implements strategies that will maximize the synergies among program areas. Team Management and Development: Develops and implements a system to evaluate the skill, experience, and professional development needs of all staff. Implements a professional development program to address employee experience and skill gaps. Works with staff to develop objective performance measurements across all sites, to ensure consistent, high-quality evaluation and goal setting for all employees. Instills a sense of accountability among team members by modeling tight oversight of individual and organizational performance standards. Recruits, hires, and oversees training and orientation of all staff members. Design Development Strategy: Works with the management team to identify funds needed, preferred funding targets, and approaches. Form and Manage Development Team: Works with the VP and senior leadership team to form a Development Team. Oversees Development Team and identifies staffing needs for campaigns and ongoing development. Fundraising: Conducts research, prospecting, and applications to multiple donor sources. Manages capital campaigns, engaging and overseeing capital campaign firms as necessary. Oversees ongoing development efforts. Build a Robust Donor Base: Develops and maintains key long-term relationships with donors and prospects. Communicate and Train: Trains and mentors Development Staff and communicates fundraising goals and progress throughout the organization. Performs miscellaneous job related duties as requested. Phoenix Children's Mission, Vision, & Values Mission To advance hope, healing and the best healthcare for children and their families Vision Phoenix Children's will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. We realize this vision by: Offering the most comprehensive care across ages, communities and specialties Investing in innovative research, including emerging treatments, tools and technologies Advancing education and training to shape the next generation of clinical leaders Advocating for the health and well-being of children and families Values We place children and families at the center of all we do We deliver exceptional care, every day and in every way We collaborate with colleagues, partners and communities to amplify our impact We set the standards of pediatric healthcare today, and innovate for the future We are accountable for making the highest quality care accessible and affordable
10/24/2025
Full time
Position Summary Foundation Director-Philanthropy This position will lead and manage a team of 5 philanthropy officers. With frontline focus, the Director will be a seasoned major gifts fundraiser responsible for securing gifts with an emphasis on $100,000 and above. This position reports to the Vice President, Individual Giving Phoenix Children's Values All Duties and Responsibilities must be performed in a manner consistent with and supportive of the Values of Phoenix Children's Hospital. • Family-Centered care that focuses on the needs of the child first and values the family as an important member of the care team • Excellence in clinical care, service and communication • Collaborative within our institution and with others who share our mission and goals • Leadership that sets the standard for pediatric health care today and innovations of the future • Accountability to our patients, community and each other for providing the best care in the most cost-effective way. Primary Duties Leadership and Team Management: • Lead and manage a team of 5 philanthropy officers • Train, manage, and mentor philanthropy officer team in principal and major gifts • Develop and manage timelines for various fundraising activities to ensure plans and critical fundraising processes are carried out in a timely manner • Meet annual activity and financial performance metrics for team Fundraising: • Manage a portfolio of 50-75 major/principal gifts prospects with emphasis on gifts of $100,000 and above. • Develop and implement thoughtful, strategic cultivation, solicitation and stewardship plans for prospective and current donors. • Build and manage a Philanthropic Advisory Board comprised of major and principal donors • Ensure regular contact with donors through various activities and communications especially through face-to-face meetings. • Identify and develop joint major giving opportunities in collaboration with colleagues and team members across the Foundation. • Develop expertise in hospital Centers of Excellence and service lines; serves as foundation liaison in assisting physicians, program directors and administration with capital and programmatic funding needs • Meet goal for individual portfolio work Qualifications Education Requirements 1. Bachelor's degree in related field Required 2. Master's degree, CFRE and experience in a medical or academic development setting Experience Requirements 1. Minimum of 10 years in fundraising, development or non-profit environment 2. Proven experience in securing principal gifts from individuals, possessing a thorough understanding of donor identification, cultivation, solicitation and demonstrated success in closing gifts of $1M and above. 3. Demonstrated ability to hire, plan, train, manage and mentor staff. 4. Demonstrated success in building long term philanthropic relationships while consistently meeting fundraising goals Special Skills & Requirements 1. Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones. 2. Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas through brief, simple materials. Experience and credibility when presenting materials to external audiences. 3. Influencing: Gets others to accept ideas by using compelling strategy and data to create a win-win situation and responds appropriately to key stakeholders. 4. Collaboration: Effective at working with others to reach common goals and objectives. Required 5. Relationship Building: Skilled at establishing and cultivating strong relationships with peers, across different levels of the organization and externally. Working in close collaboration with the Vice President (VP), the Director of Foundation Development designs and executes on a comprehensive development strategy for the Phoenix Children's Foundation. The Director oversees and executes on both capital campaigns and ongoing fundraising efforts. This position also forms and manages the Phoenix Children's Foundation development team, and reports directly to the Vice President. Position Duties Leadership: Cultivates existing relationships with vendors with the goal of ensuring sufficient space and resources, and access to services. Develops and implements strategies that will maximize the synergies among program areas. Team Management and Development: Develops and implements a system to evaluate the skill, experience, and professional development needs of all staff. Implements a professional development program to address employee experience and skill gaps. Works with staff to develop objective performance measurements across all sites, to ensure consistent, high-quality evaluation and goal setting for all employees. Instills a sense of accountability among team members by modeling tight oversight of individual and organizational performance standards. Recruits, hires, and oversees training and orientation of all staff members. Design Development Strategy: Works with the management team to identify funds needed, preferred funding targets, and approaches. Form and Manage Development Team: Works with the VP and senior leadership team to form a Development Team. Oversees Development Team and identifies staffing needs for campaigns and ongoing development. Fundraising: Conducts research, prospecting, and applications to multiple donor sources. Manages capital campaigns, engaging and overseeing capital campaign firms as necessary. Oversees ongoing development efforts. Build a Robust Donor Base: Develops and maintains key long-term relationships with donors and prospects. Communicate and Train: Trains and mentors Development Staff and communicates fundraising goals and progress throughout the organization. Performs miscellaneous job related duties as requested. Phoenix Children's Mission, Vision, & Values Mission To advance hope, healing and the best healthcare for children and their families Vision Phoenix Children's will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. We realize this vision by: Offering the most comprehensive care across ages, communities and specialties Investing in innovative research, including emerging treatments, tools and technologies Advancing education and training to shape the next generation of clinical leaders Advocating for the health and well-being of children and families Values We place children and families at the center of all we do We deliver exceptional care, every day and in every way We collaborate with colleagues, partners and communities to amplify our impact We set the standards of pediatric healthcare today, and innovate for the future We are accountable for making the highest quality care accessible and affordable
Position Summary Foundation Director-Philanthropy This position will lead and manage a team of 5 philanthropy officers. With frontline focus, the Director will be a seasoned major gifts fundraiser responsible for securing gifts with an emphasis on $100,000 and above. This position reports to the Vice President, Individual Giving Phoenix Children's Values All Duties and Responsibilities must be performed in a manner consistent with and supportive of the Values of Phoenix Children's Hospital. • Family-Centered care that focuses on the needs of the child first and values the family as an important member of the care team • Excellence in clinical care, service and communication • Collaborative within our institution and with others who share our mission and goals • Leadership that sets the standard for pediatric health care today and innovations of the future • Accountability to our patients, community and each other for providing the best care in the most cost-effective way. Primary Duties Leadership and Team Management: • Lead and manage a team of 5 philanthropy officers • Train, manage, and mentor philanthropy officer team in principal and major gifts • Develop and manage timelines for various fundraising activities to ensure plans and critical fundraising processes are carried out in a timely manner • Meet annual activity and financial performance metrics for team Fundraising: • Manage a portfolio of 50-75 major/principal gifts prospects with emphasis on gifts of $100,000 and above. • Develop and implement thoughtful, strategic cultivation, solicitation and stewardship plans for prospective and current donors. • Build and manage a Philanthropic Advisory Board comprised of major and principal donors • Ensure regular contact with donors through various activities and communications especially through face-to-face meetings. • Identify and develop joint major giving opportunities in collaboration with colleagues and team members across the Foundation. • Develop expertise in hospital Centers of Excellence and service lines; serves as foundation liaison in assisting physicians, program directors and administration with capital and programmatic funding needs • Meet goal for individual portfolio work Qualifications Education Requirements 1. Bachelor's degree in related field Required 2. Master's degree, CFRE and experience in a medical or academic development setting Experience Requirements 1. Minimum of 10 years in fundraising, development or non-profit environment 2. Proven experience in securing principal gifts from individuals, possessing a thorough understanding of donor identification, cultivation, solicitation and demonstrated success in closing gifts of $1M and above. 3. Demonstrated ability to hire, plan, train, manage and mentor staff. 4. Demonstrated success in building long term philanthropic relationships while consistently meeting fundraising goals Special Skills & Requirements 1. Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones. 2. Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas through brief, simple materials. Experience and credibility when presenting materials to external audiences. 3. Influencing: Gets others to accept ideas by using compelling strategy and data to create a win-win situation and responds appropriately to key stakeholders. 4. Collaboration: Effective at working with others to reach common goals and objectives. Required 5. Relationship Building: Skilled at establishing and cultivating strong relationships with peers, across different levels of the organization and externally. Working in close collaboration with the Vice President (VP), the Director of Foundation Development designs and executes on a comprehensive development strategy for the Phoenix Children's Foundation. The Director oversees and executes on both capital campaigns and ongoing fundraising efforts. This position also forms and manages the Phoenix Children's Foundation development team, and reports directly to the Vice President. Position Duties Leadership: Cultivates existing relationships with vendors with the goal of ensuring sufficient space and resources, and access to services. Develops and implements strategies that will maximize the synergies among program areas. Team Management and Development: Develops and implements a system to evaluate the skill, experience, and professional development needs of all staff. Implements a professional development program to address employee experience and skill gaps. Works with staff to develop objective performance measurements across all sites, to ensure consistent, high-quality evaluation and goal setting for all employees. Instills a sense of accountability among team members by modeling tight oversight of individual and organizational performance standards. Recruits, hires, and oversees training and orientation of all staff members. Design Development Strategy: Works with the management team to identify funds needed, preferred funding targets, and approaches. Form and Manage Development Team: Works with the VP and senior leadership team to form a Development Team. Oversees Development Team and identifies staffing needs for campaigns and ongoing development. Fundraising: Conducts research, prospecting, and applications to multiple donor sources. Manages capital campaigns, engaging and overseeing capital campaign firms as necessary. Oversees ongoing development efforts. Build a Robust Donor Base: Develops and maintains key long-term relationships with donors and prospects. Communicate and Train: Trains and mentors Development Staff and communicates fundraising goals and progress throughout the organization. Performs miscellaneous job related duties as requested. Phoenix Children's Mission, Vision, & Values Mission To advance hope, healing and the best healthcare for children and their families Vision Phoenix Children's will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. We realize this vision by: Offering the most comprehensive care across ages, communities and specialties Investing in innovative research, including emerging treatments, tools and technologies Advancing education and training to shape the next generation of clinical leaders Advocating for the health and well-being of children and families Values We place children and families at the center of all we do We deliver exceptional care, every day and in every way We collaborate with colleagues, partners and communities to amplify our impact We set the standards of pediatric healthcare today, and innovate for the future We are accountable for making the highest quality care accessible and affordable
10/24/2025
Full time
Position Summary Foundation Director-Philanthropy This position will lead and manage a team of 5 philanthropy officers. With frontline focus, the Director will be a seasoned major gifts fundraiser responsible for securing gifts with an emphasis on $100,000 and above. This position reports to the Vice President, Individual Giving Phoenix Children's Values All Duties and Responsibilities must be performed in a manner consistent with and supportive of the Values of Phoenix Children's Hospital. • Family-Centered care that focuses on the needs of the child first and values the family as an important member of the care team • Excellence in clinical care, service and communication • Collaborative within our institution and with others who share our mission and goals • Leadership that sets the standard for pediatric health care today and innovations of the future • Accountability to our patients, community and each other for providing the best care in the most cost-effective way. Primary Duties Leadership and Team Management: • Lead and manage a team of 5 philanthropy officers • Train, manage, and mentor philanthropy officer team in principal and major gifts • Develop and manage timelines for various fundraising activities to ensure plans and critical fundraising processes are carried out in a timely manner • Meet annual activity and financial performance metrics for team Fundraising: • Manage a portfolio of 50-75 major/principal gifts prospects with emphasis on gifts of $100,000 and above. • Develop and implement thoughtful, strategic cultivation, solicitation and stewardship plans for prospective and current donors. • Build and manage a Philanthropic Advisory Board comprised of major and principal donors • Ensure regular contact with donors through various activities and communications especially through face-to-face meetings. • Identify and develop joint major giving opportunities in collaboration with colleagues and team members across the Foundation. • Develop expertise in hospital Centers of Excellence and service lines; serves as foundation liaison in assisting physicians, program directors and administration with capital and programmatic funding needs • Meet goal for individual portfolio work Qualifications Education Requirements 1. Bachelor's degree in related field Required 2. Master's degree, CFRE and experience in a medical or academic development setting Experience Requirements 1. Minimum of 10 years in fundraising, development or non-profit environment 2. Proven experience in securing principal gifts from individuals, possessing a thorough understanding of donor identification, cultivation, solicitation and demonstrated success in closing gifts of $1M and above. 3. Demonstrated ability to hire, plan, train, manage and mentor staff. 4. Demonstrated success in building long term philanthropic relationships while consistently meeting fundraising goals Special Skills & Requirements 1. Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones. 2. Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas through brief, simple materials. Experience and credibility when presenting materials to external audiences. 3. Influencing: Gets others to accept ideas by using compelling strategy and data to create a win-win situation and responds appropriately to key stakeholders. 4. Collaboration: Effective at working with others to reach common goals and objectives. Required 5. Relationship Building: Skilled at establishing and cultivating strong relationships with peers, across different levels of the organization and externally. Working in close collaboration with the Vice President (VP), the Director of Foundation Development designs and executes on a comprehensive development strategy for the Phoenix Children's Foundation. The Director oversees and executes on both capital campaigns and ongoing fundraising efforts. This position also forms and manages the Phoenix Children's Foundation development team, and reports directly to the Vice President. Position Duties Leadership: Cultivates existing relationships with vendors with the goal of ensuring sufficient space and resources, and access to services. Develops and implements strategies that will maximize the synergies among program areas. Team Management and Development: Develops and implements a system to evaluate the skill, experience, and professional development needs of all staff. Implements a professional development program to address employee experience and skill gaps. Works with staff to develop objective performance measurements across all sites, to ensure consistent, high-quality evaluation and goal setting for all employees. Instills a sense of accountability among team members by modeling tight oversight of individual and organizational performance standards. Recruits, hires, and oversees training and orientation of all staff members. Design Development Strategy: Works with the management team to identify funds needed, preferred funding targets, and approaches. Form and Manage Development Team: Works with the VP and senior leadership team to form a Development Team. Oversees Development Team and identifies staffing needs for campaigns and ongoing development. Fundraising: Conducts research, prospecting, and applications to multiple donor sources. Manages capital campaigns, engaging and overseeing capital campaign firms as necessary. Oversees ongoing development efforts. Build a Robust Donor Base: Develops and maintains key long-term relationships with donors and prospects. Communicate and Train: Trains and mentors Development Staff and communicates fundraising goals and progress throughout the organization. Performs miscellaneous job related duties as requested. Phoenix Children's Mission, Vision, & Values Mission To advance hope, healing and the best healthcare for children and their families Vision Phoenix Children's will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. We realize this vision by: Offering the most comprehensive care across ages, communities and specialties Investing in innovative research, including emerging treatments, tools and technologies Advancing education and training to shape the next generation of clinical leaders Advocating for the health and well-being of children and families Values We place children and families at the center of all we do We deliver exceptional care, every day and in every way We collaborate with colleagues, partners and communities to amplify our impact We set the standards of pediatric healthcare today, and innovate for the future We are accountable for making the highest quality care accessible and affordable
OPERATIONAL RISK FRAUD OVERSIGHT MANAGER II WHAT IS THE OPPORTUNITY? Operational Risk Management (ORM) is responsible for providing independent and objective oversight of the management of risks arising from City National Bank's business processes, people, systems or external events. Working with the Enterprise Risk Manager for Fraud and Payment Systems, the Fraud Manager II will contribute to the ongoing review and monitoring of operational risk programs executed by assigned 1LOD business or corporate unit(s), including Risk and Control Assessments, Control Management Activities, Key Risk Indicators, Operational Risk Events, Issue Management, Scenario Analysis, Risk Appetite, Products and aggregating and reporting of operational risk information to the Management Risk Committee, Risk Committee of the Board and RBC. The Fraud Manager II is responsible for providing advisory and oversight for Fraud within ORM, with a particular focus on strengthening operational risk management efforts to support decision-making. This position provides an excellent opportunity to strengthen the operational risk management framework, which includes risk identification and assessment; risk measurement; risk controls; and risk monitoring and reporting to improve operational resilience. WHAT WILL YOU DO? All responsibilities are related to Fraud: Work collaboratively with assigned business or corporate unit(s) to embed an understanding of the risk profile and risk appetite of the bank. Review and challenge operational risk practices against CNB operational risk framework and policies, including but not limited to 1LOD output of risk identification assessments and scenario analysis, Risk and Control Self Assessments (RCSA's), Key Risk Indicators (KRI's), material existing and emerging exposures, Operational Risk Events (ORE) reporting, and issue resolution. Understand material existing and emerging risks which align with assigned business or corporate unit(s) to ensure operation within risk appetite and fair representation of the operational risk profile Review, challenge and monitor 1LOD risk appetite and key indicators, and their performance to risk appetite levels Review and challenge whether 1LOD strategic priorities sufficiently consider the full spectrum of risks, and whether all risks have been adequately assessed across all strategic priorities Provide advisory, oversight, and challenge to 1LOD development and implementation of business processes, procedures, and controls to adhere to operational risk governance requirements Review and challenge 1LOD risk acceptances and new business initiatives Credibly challenge 1LOD risk monitoring and reporting and related protocols, in conjunction with risk type teams, including metric trigger explanations and associated action plans Review and challenge 1LOD annual testing and monitoring plans, the adequacy of control management activities and assessment results, and risk mitigation strategies to address gaps in control design or operating effectiveness Review and challenge regulatory remediation activities in assigned coverage areas to ensure operational risk exposures associated with known control deficiencies are addressed. This includes providing oversight and challenge throughout the Issue Management Lifecycle, which may include issue details; root cause analysis; action plan; material issue changes; management's completion of the required and/or committed corrective actions with supporting evidence; control management activities; and sustainability. Review and challenge self-identified issues and escalation in assigned coverage areas, including challenge of issue ratings, corrective action plans, due date extensions, and thematic issues in accordance with the CNB Issue Management Policy Influence and monitor progress of action plans to improve the risk and control environment arising from risk assessments, risk monitoring, internal and external events, and regulatory exams Exhibit high attention to details in identifying, aggregating, and communicating issues and control gaps to appropriate stakeholders Lead with the preparation of status reports, key metrics and other ORM reporting information as requested by management, the Risk Committee or RBC. Contribute to ad-hoc assignments/special projects Maintain awareness of current regulatory/industry trends impacting the Bank's operational risk management program or practices. Maintain familiarity of, and technical expertise with, business unit(s) organizational structure, personnel, activities and products, new product development, financial performance, and risk and problem areas Act as an internal advisor to business and corporate units regarding the ORM framework, policies and procedures. Support and facilitate audit and regulatory exam activities Build effective relationships, alliances, and strategic partnerships across CNB and RBC to help deliver results and to ensure opportunities are identified, analyzed, and managed appropriately. Understand interdependencies to achieve success. Build and grow risk talent through mentoring, coaching, and training WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 10 years of experience in the financial services industry Minimum 7 years of experience in risk management, operational risk management, compliance, or audit Minimum 5 years of control assessment and validation experience Additional Qualifications Bachelor's degree or higher and other professional qualifications such as CPA, CIA, etc. Knowledge of OCC rules and regulations (i.e. heightened standards for Large Financial Institutions) Strong understanding of three lines of defense risk management structure and requirements Strong understanding of Risk Management/Operational Risk Management Strong knowledge of internal control management practices and testing methodology with proven experience in controls management design and/or execution Strong knowledge of issue management practices with proven experience in issue resolution Ability to handle complexity and ambiguity Ability to deal effectively with conflict Well-developed influencing skills Strong interpersonal, verbal, and written communication skills Demonstrated ability to think critically and facilitate change through collaborative effort. Self-motivation, discipline, task focus, the ability to structure and present work and a proven record of delivering high quality results within strict deadlines. Ability to multitask and prioritize several concurrent initiatives Ability to work in a matrix environment WHAT'S IN IT FOR YOU? Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks . ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us . INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
10/24/2025
Full time
OPERATIONAL RISK FRAUD OVERSIGHT MANAGER II WHAT IS THE OPPORTUNITY? Operational Risk Management (ORM) is responsible for providing independent and objective oversight of the management of risks arising from City National Bank's business processes, people, systems or external events. Working with the Enterprise Risk Manager for Fraud and Payment Systems, the Fraud Manager II will contribute to the ongoing review and monitoring of operational risk programs executed by assigned 1LOD business or corporate unit(s), including Risk and Control Assessments, Control Management Activities, Key Risk Indicators, Operational Risk Events, Issue Management, Scenario Analysis, Risk Appetite, Products and aggregating and reporting of operational risk information to the Management Risk Committee, Risk Committee of the Board and RBC. The Fraud Manager II is responsible for providing advisory and oversight for Fraud within ORM, with a particular focus on strengthening operational risk management efforts to support decision-making. This position provides an excellent opportunity to strengthen the operational risk management framework, which includes risk identification and assessment; risk measurement; risk controls; and risk monitoring and reporting to improve operational resilience. WHAT WILL YOU DO? All responsibilities are related to Fraud: Work collaboratively with assigned business or corporate unit(s) to embed an understanding of the risk profile and risk appetite of the bank. Review and challenge operational risk practices against CNB operational risk framework and policies, including but not limited to 1LOD output of risk identification assessments and scenario analysis, Risk and Control Self Assessments (RCSA's), Key Risk Indicators (KRI's), material existing and emerging exposures, Operational Risk Events (ORE) reporting, and issue resolution. Understand material existing and emerging risks which align with assigned business or corporate unit(s) to ensure operation within risk appetite and fair representation of the operational risk profile Review, challenge and monitor 1LOD risk appetite and key indicators, and their performance to risk appetite levels Review and challenge whether 1LOD strategic priorities sufficiently consider the full spectrum of risks, and whether all risks have been adequately assessed across all strategic priorities Provide advisory, oversight, and challenge to 1LOD development and implementation of business processes, procedures, and controls to adhere to operational risk governance requirements Review and challenge 1LOD risk acceptances and new business initiatives Credibly challenge 1LOD risk monitoring and reporting and related protocols, in conjunction with risk type teams, including metric trigger explanations and associated action plans Review and challenge 1LOD annual testing and monitoring plans, the adequacy of control management activities and assessment results, and risk mitigation strategies to address gaps in control design or operating effectiveness Review and challenge regulatory remediation activities in assigned coverage areas to ensure operational risk exposures associated with known control deficiencies are addressed. This includes providing oversight and challenge throughout the Issue Management Lifecycle, which may include issue details; root cause analysis; action plan; material issue changes; management's completion of the required and/or committed corrective actions with supporting evidence; control management activities; and sustainability. Review and challenge self-identified issues and escalation in assigned coverage areas, including challenge of issue ratings, corrective action plans, due date extensions, and thematic issues in accordance with the CNB Issue Management Policy Influence and monitor progress of action plans to improve the risk and control environment arising from risk assessments, risk monitoring, internal and external events, and regulatory exams Exhibit high attention to details in identifying, aggregating, and communicating issues and control gaps to appropriate stakeholders Lead with the preparation of status reports, key metrics and other ORM reporting information as requested by management, the Risk Committee or RBC. Contribute to ad-hoc assignments/special projects Maintain awareness of current regulatory/industry trends impacting the Bank's operational risk management program or practices. Maintain familiarity of, and technical expertise with, business unit(s) organizational structure, personnel, activities and products, new product development, financial performance, and risk and problem areas Act as an internal advisor to business and corporate units regarding the ORM framework, policies and procedures. Support and facilitate audit and regulatory exam activities Build effective relationships, alliances, and strategic partnerships across CNB and RBC to help deliver results and to ensure opportunities are identified, analyzed, and managed appropriately. Understand interdependencies to achieve success. Build and grow risk talent through mentoring, coaching, and training WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 10 years of experience in the financial services industry Minimum 7 years of experience in risk management, operational risk management, compliance, or audit Minimum 5 years of control assessment and validation experience Additional Qualifications Bachelor's degree or higher and other professional qualifications such as CPA, CIA, etc. Knowledge of OCC rules and regulations (i.e. heightened standards for Large Financial Institutions) Strong understanding of three lines of defense risk management structure and requirements Strong understanding of Risk Management/Operational Risk Management Strong knowledge of internal control management practices and testing methodology with proven experience in controls management design and/or execution Strong knowledge of issue management practices with proven experience in issue resolution Ability to handle complexity and ambiguity Ability to deal effectively with conflict Well-developed influencing skills Strong interpersonal, verbal, and written communication skills Demonstrated ability to think critically and facilitate change through collaborative effort. Self-motivation, discipline, task focus, the ability to structure and present work and a proven record of delivering high quality results within strict deadlines. Ability to multitask and prioritize several concurrent initiatives Ability to work in a matrix environment WHAT'S IN IT FOR YOU? Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks . ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us . INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Position Summary Foundation Director-Philanthropy This position will lead and manage a team of 5 philanthropy officers. With frontline focus, the Director will be a seasoned major gifts fundraiser responsible for securing gifts with an emphasis on $100,000 and above. This position reports to the Vice President, Individual Giving Phoenix Children's Values All Duties and Responsibilities must be performed in a manner consistent with and supportive of the Values of Phoenix Children's Hospital. • Family-Centered care that focuses on the needs of the child first and values the family as an important member of the care team • Excellence in clinical care, service and communication • Collaborative within our institution and with others who share our mission and goals • Leadership that sets the standard for pediatric health care today and innovations of the future • Accountability to our patients, community and each other for providing the best care in the most cost-effective way. Primary Duties Leadership and Team Management: • Lead and manage a team of 5 philanthropy officers • Train, manage, and mentor philanthropy officer team in principal and major gifts • Develop and manage timelines for various fundraising activities to ensure plans and critical fundraising processes are carried out in a timely manner • Meet annual activity and financial performance metrics for team Fundraising: • Manage a portfolio of 50-75 major/principal gifts prospects with emphasis on gifts of $100,000 and above. • Develop and implement thoughtful, strategic cultivation, solicitation and stewardship plans for prospective and current donors. • Build and manage a Philanthropic Advisory Board comprised of major and principal donors • Ensure regular contact with donors through various activities and communications especially through face-to-face meetings. • Identify and develop joint major giving opportunities in collaboration with colleagues and team members across the Foundation. • Develop expertise in hospital Centers of Excellence and service lines; serves as foundation liaison in assisting physicians, program directors and administration with capital and programmatic funding needs • Meet goal for individual portfolio work Qualifications Education Requirements 1. Bachelor's degree in related field Required 2. Master's degree, CFRE and experience in a medical or academic development setting Experience Requirements 1. Minimum of 10 years in fundraising, development or non-profit environment 2. Proven experience in securing principal gifts from individuals, possessing a thorough understanding of donor identification, cultivation, solicitation and demonstrated success in closing gifts of $1M and above. 3. Demonstrated ability to hire, plan, train, manage and mentor staff. 4. Demonstrated success in building long term philanthropic relationships while consistently meeting fundraising goals Special Skills & Requirements 1. Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones. 2. Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas through brief, simple materials. Experience and credibility when presenting materials to external audiences. 3. Influencing: Gets others to accept ideas by using compelling strategy and data to create a win-win situation and responds appropriately to key stakeholders. 4. Collaboration: Effective at working with others to reach common goals and objectives. Required 5. Relationship Building: Skilled at establishing and cultivating strong relationships with peers, across different levels of the organization and externally. Working in close collaboration with the Vice President (VP), the Director of Foundation Development designs and executes on a comprehensive development strategy for the Phoenix Children's Foundation. The Director oversees and executes on both capital campaigns and ongoing fundraising efforts. This position also forms and manages the Phoenix Children's Foundation development team, and reports directly to the Vice President. Position Duties Leadership: Cultivates existing relationships with vendors with the goal of ensuring sufficient space and resources, and access to services. Develops and implements strategies that will maximize the synergies among program areas. Team Management and Development: Develops and implements a system to evaluate the skill, experience, and professional development needs of all staff. Implements a professional development program to address employee experience and skill gaps. Works with staff to develop objective performance measurements across all sites, to ensure consistent, high-quality evaluation and goal setting for all employees. Instills a sense of accountability among team members by modeling tight oversight of individual and organizational performance standards. Recruits, hires, and oversees training and orientation of all staff members. Design Development Strategy: Works with the management team to identify funds needed, preferred funding targets, and approaches. Form and Manage Development Team: Works with the VP and senior leadership team to form a Development Team. Oversees Development Team and identifies staffing needs for campaigns and ongoing development. Fundraising: Conducts research, prospecting, and applications to multiple donor sources. Manages capital campaigns, engaging and overseeing capital campaign firms as necessary. Oversees ongoing development efforts. Build a Robust Donor Base: Develops and maintains key long-term relationships with donors and prospects. Communicate and Train: Trains and mentors Development Staff and communicates fundraising goals and progress throughout the organization. Performs miscellaneous job related duties as requested. Phoenix Children's Mission, Vision, & Values Mission To advance hope, healing and the best healthcare for children and their families Vision Phoenix Children's will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. We realize this vision by: Offering the most comprehensive care across ages, communities and specialties Investing in innovative research, including emerging treatments, tools and technologies Advancing education and training to shape the next generation of clinical leaders Advocating for the health and well-being of children and families Values We place children and families at the center of all we do We deliver exceptional care, every day and in every way We collaborate with colleagues, partners and communities to amplify our impact We set the standards of pediatric healthcare today, and innovate for the future We are accountable for making the highest quality care accessible and affordable
10/24/2025
Full time
Position Summary Foundation Director-Philanthropy This position will lead and manage a team of 5 philanthropy officers. With frontline focus, the Director will be a seasoned major gifts fundraiser responsible for securing gifts with an emphasis on $100,000 and above. This position reports to the Vice President, Individual Giving Phoenix Children's Values All Duties and Responsibilities must be performed in a manner consistent with and supportive of the Values of Phoenix Children's Hospital. • Family-Centered care that focuses on the needs of the child first and values the family as an important member of the care team • Excellence in clinical care, service and communication • Collaborative within our institution and with others who share our mission and goals • Leadership that sets the standard for pediatric health care today and innovations of the future • Accountability to our patients, community and each other for providing the best care in the most cost-effective way. Primary Duties Leadership and Team Management: • Lead and manage a team of 5 philanthropy officers • Train, manage, and mentor philanthropy officer team in principal and major gifts • Develop and manage timelines for various fundraising activities to ensure plans and critical fundraising processes are carried out in a timely manner • Meet annual activity and financial performance metrics for team Fundraising: • Manage a portfolio of 50-75 major/principal gifts prospects with emphasis on gifts of $100,000 and above. • Develop and implement thoughtful, strategic cultivation, solicitation and stewardship plans for prospective and current donors. • Build and manage a Philanthropic Advisory Board comprised of major and principal donors • Ensure regular contact with donors through various activities and communications especially through face-to-face meetings. • Identify and develop joint major giving opportunities in collaboration with colleagues and team members across the Foundation. • Develop expertise in hospital Centers of Excellence and service lines; serves as foundation liaison in assisting physicians, program directors and administration with capital and programmatic funding needs • Meet goal for individual portfolio work Qualifications Education Requirements 1. Bachelor's degree in related field Required 2. Master's degree, CFRE and experience in a medical or academic development setting Experience Requirements 1. Minimum of 10 years in fundraising, development or non-profit environment 2. Proven experience in securing principal gifts from individuals, possessing a thorough understanding of donor identification, cultivation, solicitation and demonstrated success in closing gifts of $1M and above. 3. Demonstrated ability to hire, plan, train, manage and mentor staff. 4. Demonstrated success in building long term philanthropic relationships while consistently meeting fundraising goals Special Skills & Requirements 1. Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones. 2. Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas through brief, simple materials. Experience and credibility when presenting materials to external audiences. 3. Influencing: Gets others to accept ideas by using compelling strategy and data to create a win-win situation and responds appropriately to key stakeholders. 4. Collaboration: Effective at working with others to reach common goals and objectives. Required 5. Relationship Building: Skilled at establishing and cultivating strong relationships with peers, across different levels of the organization and externally. Working in close collaboration with the Vice President (VP), the Director of Foundation Development designs and executes on a comprehensive development strategy for the Phoenix Children's Foundation. The Director oversees and executes on both capital campaigns and ongoing fundraising efforts. This position also forms and manages the Phoenix Children's Foundation development team, and reports directly to the Vice President. Position Duties Leadership: Cultivates existing relationships with vendors with the goal of ensuring sufficient space and resources, and access to services. Develops and implements strategies that will maximize the synergies among program areas. Team Management and Development: Develops and implements a system to evaluate the skill, experience, and professional development needs of all staff. Implements a professional development program to address employee experience and skill gaps. Works with staff to develop objective performance measurements across all sites, to ensure consistent, high-quality evaluation and goal setting for all employees. Instills a sense of accountability among team members by modeling tight oversight of individual and organizational performance standards. Recruits, hires, and oversees training and orientation of all staff members. Design Development Strategy: Works with the management team to identify funds needed, preferred funding targets, and approaches. Form and Manage Development Team: Works with the VP and senior leadership team to form a Development Team. Oversees Development Team and identifies staffing needs for campaigns and ongoing development. Fundraising: Conducts research, prospecting, and applications to multiple donor sources. Manages capital campaigns, engaging and overseeing capital campaign firms as necessary. Oversees ongoing development efforts. Build a Robust Donor Base: Develops and maintains key long-term relationships with donors and prospects. Communicate and Train: Trains and mentors Development Staff and communicates fundraising goals and progress throughout the organization. Performs miscellaneous job related duties as requested. Phoenix Children's Mission, Vision, & Values Mission To advance hope, healing and the best healthcare for children and their families Vision Phoenix Children's will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. We realize this vision by: Offering the most comprehensive care across ages, communities and specialties Investing in innovative research, including emerging treatments, tools and technologies Advancing education and training to shape the next generation of clinical leaders Advocating for the health and well-being of children and families Values We place children and families at the center of all we do We deliver exceptional care, every day and in every way We collaborate with colleagues, partners and communities to amplify our impact We set the standards of pediatric healthcare today, and innovate for the future We are accountable for making the highest quality care accessible and affordable
Position Summary Foundation Director-Philanthropy This position will lead and manage a team of 5 philanthropy officers. With frontline focus, the Director will be a seasoned major gifts fundraiser responsible for securing gifts with an emphasis on $100,000 and above. This position reports to the Vice President, Individual Giving Phoenix Children's Values All Duties and Responsibilities must be performed in a manner consistent with and supportive of the Values of Phoenix Children's Hospital. • Family-Centered care that focuses on the needs of the child first and values the family as an important member of the care team • Excellence in clinical care, service and communication • Collaborative within our institution and with others who share our mission and goals • Leadership that sets the standard for pediatric health care today and innovations of the future • Accountability to our patients, community and each other for providing the best care in the most cost-effective way. Primary Duties Leadership and Team Management: • Lead and manage a team of 5 philanthropy officers • Train, manage, and mentor philanthropy officer team in principal and major gifts • Develop and manage timelines for various fundraising activities to ensure plans and critical fundraising processes are carried out in a timely manner • Meet annual activity and financial performance metrics for team Fundraising: • Manage a portfolio of 50-75 major/principal gifts prospects with emphasis on gifts of $100,000 and above. • Develop and implement thoughtful, strategic cultivation, solicitation and stewardship plans for prospective and current donors. • Build and manage a Philanthropic Advisory Board comprised of major and principal donors • Ensure regular contact with donors through various activities and communications especially through face-to-face meetings. • Identify and develop joint major giving opportunities in collaboration with colleagues and team members across the Foundation. • Develop expertise in hospital Centers of Excellence and service lines; serves as foundation liaison in assisting physicians, program directors and administration with capital and programmatic funding needs • Meet goal for individual portfolio work Qualifications Education Requirements 1. Bachelor's degree in related field Required 2. Master's degree, CFRE and experience in a medical or academic development setting Experience Requirements 1. Minimum of 10 years in fundraising, development or non-profit environment 2. Proven experience in securing principal gifts from individuals, possessing a thorough understanding of donor identification, cultivation, solicitation and demonstrated success in closing gifts of $1M and above. 3. Demonstrated ability to hire, plan, train, manage and mentor staff. 4. Demonstrated success in building long term philanthropic relationships while consistently meeting fundraising goals Special Skills & Requirements 1. Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones. 2. Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas through brief, simple materials. Experience and credibility when presenting materials to external audiences. 3. Influencing: Gets others to accept ideas by using compelling strategy and data to create a win-win situation and responds appropriately to key stakeholders. 4. Collaboration: Effective at working with others to reach common goals and objectives. Required 5. Relationship Building: Skilled at establishing and cultivating strong relationships with peers, across different levels of the organization and externally. Working in close collaboration with the Vice President (VP), the Director of Foundation Development designs and executes on a comprehensive development strategy for the Phoenix Children's Foundation. The Director oversees and executes on both capital campaigns and ongoing fundraising efforts. This position also forms and manages the Phoenix Children's Foundation development team, and reports directly to the Vice President. Position Duties Leadership: Cultivates existing relationships with vendors with the goal of ensuring sufficient space and resources, and access to services. Develops and implements strategies that will maximize the synergies among program areas. Team Management and Development: Develops and implements a system to evaluate the skill, experience, and professional development needs of all staff. Implements a professional development program to address employee experience and skill gaps. Works with staff to develop objective performance measurements across all sites, to ensure consistent, high-quality evaluation and goal setting for all employees. Instills a sense of accountability among team members by modeling tight oversight of individual and organizational performance standards. Recruits, hires, and oversees training and orientation of all staff members. Design Development Strategy: Works with the management team to identify funds needed, preferred funding targets, and approaches. Form and Manage Development Team: Works with the VP and senior leadership team to form a Development Team. Oversees Development Team and identifies staffing needs for campaigns and ongoing development. Fundraising: Conducts research, prospecting, and applications to multiple donor sources. Manages capital campaigns, engaging and overseeing capital campaign firms as necessary. Oversees ongoing development efforts. Build a Robust Donor Base: Develops and maintains key long-term relationships with donors and prospects. Communicate and Train: Trains and mentors Development Staff and communicates fundraising goals and progress throughout the organization. Performs miscellaneous job related duties as requested. Phoenix Children's Mission, Vision, & Values Mission To advance hope, healing and the best healthcare for children and their families Vision Phoenix Children's will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. We realize this vision by: Offering the most comprehensive care across ages, communities and specialties Investing in innovative research, including emerging treatments, tools and technologies Advancing education and training to shape the next generation of clinical leaders Advocating for the health and well-being of children and families Values We place children and families at the center of all we do We deliver exceptional care, every day and in every way We collaborate with colleagues, partners and communities to amplify our impact We set the standards of pediatric healthcare today, and innovate for the future We are accountable for making the highest quality care accessible and affordable
10/24/2025
Full time
Position Summary Foundation Director-Philanthropy This position will lead and manage a team of 5 philanthropy officers. With frontline focus, the Director will be a seasoned major gifts fundraiser responsible for securing gifts with an emphasis on $100,000 and above. This position reports to the Vice President, Individual Giving Phoenix Children's Values All Duties and Responsibilities must be performed in a manner consistent with and supportive of the Values of Phoenix Children's Hospital. • Family-Centered care that focuses on the needs of the child first and values the family as an important member of the care team • Excellence in clinical care, service and communication • Collaborative within our institution and with others who share our mission and goals • Leadership that sets the standard for pediatric health care today and innovations of the future • Accountability to our patients, community and each other for providing the best care in the most cost-effective way. Primary Duties Leadership and Team Management: • Lead and manage a team of 5 philanthropy officers • Train, manage, and mentor philanthropy officer team in principal and major gifts • Develop and manage timelines for various fundraising activities to ensure plans and critical fundraising processes are carried out in a timely manner • Meet annual activity and financial performance metrics for team Fundraising: • Manage a portfolio of 50-75 major/principal gifts prospects with emphasis on gifts of $100,000 and above. • Develop and implement thoughtful, strategic cultivation, solicitation and stewardship plans for prospective and current donors. • Build and manage a Philanthropic Advisory Board comprised of major and principal donors • Ensure regular contact with donors through various activities and communications especially through face-to-face meetings. • Identify and develop joint major giving opportunities in collaboration with colleagues and team members across the Foundation. • Develop expertise in hospital Centers of Excellence and service lines; serves as foundation liaison in assisting physicians, program directors and administration with capital and programmatic funding needs • Meet goal for individual portfolio work Qualifications Education Requirements 1. Bachelor's degree in related field Required 2. Master's degree, CFRE and experience in a medical or academic development setting Experience Requirements 1. Minimum of 10 years in fundraising, development or non-profit environment 2. Proven experience in securing principal gifts from individuals, possessing a thorough understanding of donor identification, cultivation, solicitation and demonstrated success in closing gifts of $1M and above. 3. Demonstrated ability to hire, plan, train, manage and mentor staff. 4. Demonstrated success in building long term philanthropic relationships while consistently meeting fundraising goals Special Skills & Requirements 1. Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones. 2. Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas through brief, simple materials. Experience and credibility when presenting materials to external audiences. 3. Influencing: Gets others to accept ideas by using compelling strategy and data to create a win-win situation and responds appropriately to key stakeholders. 4. Collaboration: Effective at working with others to reach common goals and objectives. Required 5. Relationship Building: Skilled at establishing and cultivating strong relationships with peers, across different levels of the organization and externally. Working in close collaboration with the Vice President (VP), the Director of Foundation Development designs and executes on a comprehensive development strategy for the Phoenix Children's Foundation. The Director oversees and executes on both capital campaigns and ongoing fundraising efforts. This position also forms and manages the Phoenix Children's Foundation development team, and reports directly to the Vice President. Position Duties Leadership: Cultivates existing relationships with vendors with the goal of ensuring sufficient space and resources, and access to services. Develops and implements strategies that will maximize the synergies among program areas. Team Management and Development: Develops and implements a system to evaluate the skill, experience, and professional development needs of all staff. Implements a professional development program to address employee experience and skill gaps. Works with staff to develop objective performance measurements across all sites, to ensure consistent, high-quality evaluation and goal setting for all employees. Instills a sense of accountability among team members by modeling tight oversight of individual and organizational performance standards. Recruits, hires, and oversees training and orientation of all staff members. Design Development Strategy: Works with the management team to identify funds needed, preferred funding targets, and approaches. Form and Manage Development Team: Works with the VP and senior leadership team to form a Development Team. Oversees Development Team and identifies staffing needs for campaigns and ongoing development. Fundraising: Conducts research, prospecting, and applications to multiple donor sources. Manages capital campaigns, engaging and overseeing capital campaign firms as necessary. Oversees ongoing development efforts. Build a Robust Donor Base: Develops and maintains key long-term relationships with donors and prospects. Communicate and Train: Trains and mentors Development Staff and communicates fundraising goals and progress throughout the organization. Performs miscellaneous job related duties as requested. Phoenix Children's Mission, Vision, & Values Mission To advance hope, healing and the best healthcare for children and their families Vision Phoenix Children's will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. We realize this vision by: Offering the most comprehensive care across ages, communities and specialties Investing in innovative research, including emerging treatments, tools and technologies Advancing education and training to shape the next generation of clinical leaders Advocating for the health and well-being of children and families Values We place children and families at the center of all we do We deliver exceptional care, every day and in every way We collaborate with colleagues, partners and communities to amplify our impact We set the standards of pediatric healthcare today, and innovate for the future We are accountable for making the highest quality care accessible and affordable
Position Summary Foundation Director-Philanthropy This position will lead and manage a team of 5 philanthropy officers. With frontline focus, the Director will be a seasoned major gifts fundraiser responsible for securing gifts with an emphasis on $100,000 and above. This position reports to the Vice President, Individual Giving Phoenix Children's Values All Duties and Responsibilities must be performed in a manner consistent with and supportive of the Values of Phoenix Children's Hospital. • Family-Centered care that focuses on the needs of the child first and values the family as an important member of the care team • Excellence in clinical care, service and communication • Collaborative within our institution and with others who share our mission and goals • Leadership that sets the standard for pediatric health care today and innovations of the future • Accountability to our patients, community and each other for providing the best care in the most cost-effective way. Primary Duties Leadership and Team Management: • Lead and manage a team of 5 philanthropy officers • Train, manage, and mentor philanthropy officer team in principal and major gifts • Develop and manage timelines for various fundraising activities to ensure plans and critical fundraising processes are carried out in a timely manner • Meet annual activity and financial performance metrics for team Fundraising: • Manage a portfolio of 50-75 major/principal gifts prospects with emphasis on gifts of $100,000 and above. • Develop and implement thoughtful, strategic cultivation, solicitation and stewardship plans for prospective and current donors. • Build and manage a Philanthropic Advisory Board comprised of major and principal donors • Ensure regular contact with donors through various activities and communications especially through face-to-face meetings. • Identify and develop joint major giving opportunities in collaboration with colleagues and team members across the Foundation. • Develop expertise in hospital Centers of Excellence and service lines; serves as foundation liaison in assisting physicians, program directors and administration with capital and programmatic funding needs • Meet goal for individual portfolio work Qualifications Education Requirements 1. Bachelor's degree in related field Required 2. Master's degree, CFRE and experience in a medical or academic development setting Experience Requirements 1. Minimum of 10 years in fundraising, development or non-profit environment 2. Proven experience in securing principal gifts from individuals, possessing a thorough understanding of donor identification, cultivation, solicitation and demonstrated success in closing gifts of $1M and above. 3. Demonstrated ability to hire, plan, train, manage and mentor staff. 4. Demonstrated success in building long term philanthropic relationships while consistently meeting fundraising goals Special Skills & Requirements 1. Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones. 2. Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas through brief, simple materials. Experience and credibility when presenting materials to external audiences. 3. Influencing: Gets others to accept ideas by using compelling strategy and data to create a win-win situation and responds appropriately to key stakeholders. 4. Collaboration: Effective at working with others to reach common goals and objectives. Required 5. Relationship Building: Skilled at establishing and cultivating strong relationships with peers, across different levels of the organization and externally. Working in close collaboration with the Vice President (VP), the Director of Foundation Development designs and executes on a comprehensive development strategy for the Phoenix Children's Foundation. The Director oversees and executes on both capital campaigns and ongoing fundraising efforts. This position also forms and manages the Phoenix Children's Foundation development team, and reports directly to the Vice President. Position Duties Leadership: Cultivates existing relationships with vendors with the goal of ensuring sufficient space and resources, and access to services. Develops and implements strategies that will maximize the synergies among program areas. Team Management and Development: Develops and implements a system to evaluate the skill, experience, and professional development needs of all staff. Implements a professional development program to address employee experience and skill gaps. Works with staff to develop objective performance measurements across all sites, to ensure consistent, high-quality evaluation and goal setting for all employees. Instills a sense of accountability among team members by modeling tight oversight of individual and organizational performance standards. Recruits, hires, and oversees training and orientation of all staff members. Design Development Strategy: Works with the management team to identify funds needed, preferred funding targets, and approaches. Form and Manage Development Team: Works with the VP and senior leadership team to form a Development Team. Oversees Development Team and identifies staffing needs for campaigns and ongoing development. Fundraising: Conducts research, prospecting, and applications to multiple donor sources. Manages capital campaigns, engaging and overseeing capital campaign firms as necessary. Oversees ongoing development efforts. Build a Robust Donor Base: Develops and maintains key long-term relationships with donors and prospects. Communicate and Train: Trains and mentors Development Staff and communicates fundraising goals and progress throughout the organization. Performs miscellaneous job related duties as requested. Phoenix Children's Mission, Vision, & Values Mission To advance hope, healing and the best healthcare for children and their families Vision Phoenix Children's will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. We realize this vision by: Offering the most comprehensive care across ages, communities and specialties Investing in innovative research, including emerging treatments, tools and technologies Advancing education and training to shape the next generation of clinical leaders Advocating for the health and well-being of children and families Values We place children and families at the center of all we do We deliver exceptional care, every day and in every way We collaborate with colleagues, partners and communities to amplify our impact We set the standards of pediatric healthcare today, and innovate for the future We are accountable for making the highest quality care accessible and affordable
10/24/2025
Full time
Position Summary Foundation Director-Philanthropy This position will lead and manage a team of 5 philanthropy officers. With frontline focus, the Director will be a seasoned major gifts fundraiser responsible for securing gifts with an emphasis on $100,000 and above. This position reports to the Vice President, Individual Giving Phoenix Children's Values All Duties and Responsibilities must be performed in a manner consistent with and supportive of the Values of Phoenix Children's Hospital. • Family-Centered care that focuses on the needs of the child first and values the family as an important member of the care team • Excellence in clinical care, service and communication • Collaborative within our institution and with others who share our mission and goals • Leadership that sets the standard for pediatric health care today and innovations of the future • Accountability to our patients, community and each other for providing the best care in the most cost-effective way. Primary Duties Leadership and Team Management: • Lead and manage a team of 5 philanthropy officers • Train, manage, and mentor philanthropy officer team in principal and major gifts • Develop and manage timelines for various fundraising activities to ensure plans and critical fundraising processes are carried out in a timely manner • Meet annual activity and financial performance metrics for team Fundraising: • Manage a portfolio of 50-75 major/principal gifts prospects with emphasis on gifts of $100,000 and above. • Develop and implement thoughtful, strategic cultivation, solicitation and stewardship plans for prospective and current donors. • Build and manage a Philanthropic Advisory Board comprised of major and principal donors • Ensure regular contact with donors through various activities and communications especially through face-to-face meetings. • Identify and develop joint major giving opportunities in collaboration with colleagues and team members across the Foundation. • Develop expertise in hospital Centers of Excellence and service lines; serves as foundation liaison in assisting physicians, program directors and administration with capital and programmatic funding needs • Meet goal for individual portfolio work Qualifications Education Requirements 1. Bachelor's degree in related field Required 2. Master's degree, CFRE and experience in a medical or academic development setting Experience Requirements 1. Minimum of 10 years in fundraising, development or non-profit environment 2. Proven experience in securing principal gifts from individuals, possessing a thorough understanding of donor identification, cultivation, solicitation and demonstrated success in closing gifts of $1M and above. 3. Demonstrated ability to hire, plan, train, manage and mentor staff. 4. Demonstrated success in building long term philanthropic relationships while consistently meeting fundraising goals Special Skills & Requirements 1. Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones. 2. Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas through brief, simple materials. Experience and credibility when presenting materials to external audiences. 3. Influencing: Gets others to accept ideas by using compelling strategy and data to create a win-win situation and responds appropriately to key stakeholders. 4. Collaboration: Effective at working with others to reach common goals and objectives. Required 5. Relationship Building: Skilled at establishing and cultivating strong relationships with peers, across different levels of the organization and externally. Working in close collaboration with the Vice President (VP), the Director of Foundation Development designs and executes on a comprehensive development strategy for the Phoenix Children's Foundation. The Director oversees and executes on both capital campaigns and ongoing fundraising efforts. This position also forms and manages the Phoenix Children's Foundation development team, and reports directly to the Vice President. Position Duties Leadership: Cultivates existing relationships with vendors with the goal of ensuring sufficient space and resources, and access to services. Develops and implements strategies that will maximize the synergies among program areas. Team Management and Development: Develops and implements a system to evaluate the skill, experience, and professional development needs of all staff. Implements a professional development program to address employee experience and skill gaps. Works with staff to develop objective performance measurements across all sites, to ensure consistent, high-quality evaluation and goal setting for all employees. Instills a sense of accountability among team members by modeling tight oversight of individual and organizational performance standards. Recruits, hires, and oversees training and orientation of all staff members. Design Development Strategy: Works with the management team to identify funds needed, preferred funding targets, and approaches. Form and Manage Development Team: Works with the VP and senior leadership team to form a Development Team. Oversees Development Team and identifies staffing needs for campaigns and ongoing development. Fundraising: Conducts research, prospecting, and applications to multiple donor sources. Manages capital campaigns, engaging and overseeing capital campaign firms as necessary. Oversees ongoing development efforts. Build a Robust Donor Base: Develops and maintains key long-term relationships with donors and prospects. Communicate and Train: Trains and mentors Development Staff and communicates fundraising goals and progress throughout the organization. Performs miscellaneous job related duties as requested. Phoenix Children's Mission, Vision, & Values Mission To advance hope, healing and the best healthcare for children and their families Vision Phoenix Children's will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. We realize this vision by: Offering the most comprehensive care across ages, communities and specialties Investing in innovative research, including emerging treatments, tools and technologies Advancing education and training to shape the next generation of clinical leaders Advocating for the health and well-being of children and families Values We place children and families at the center of all we do We deliver exceptional care, every day and in every way We collaborate with colleagues, partners and communities to amplify our impact We set the standards of pediatric healthcare today, and innovate for the future We are accountable for making the highest quality care accessible and affordable
Position Summary Foundation Director-Philanthropy This position will lead and manage a team of 5 philanthropy officers. With frontline focus, the Director will be a seasoned major gifts fundraiser responsible for securing gifts with an emphasis on $100,000 and above. This position reports to the Vice President, Individual Giving Phoenix Children's Values All Duties and Responsibilities must be performed in a manner consistent with and supportive of the Values of Phoenix Children's Hospital. • Family-Centered care that focuses on the needs of the child first and values the family as an important member of the care team • Excellence in clinical care, service and communication • Collaborative within our institution and with others who share our mission and goals • Leadership that sets the standard for pediatric health care today and innovations of the future • Accountability to our patients, community and each other for providing the best care in the most cost-effective way. Primary Duties Leadership and Team Management: • Lead and manage a team of 5 philanthropy officers • Train, manage, and mentor philanthropy officer team in principal and major gifts • Develop and manage timelines for various fundraising activities to ensure plans and critical fundraising processes are carried out in a timely manner • Meet annual activity and financial performance metrics for team Fundraising: • Manage a portfolio of 50-75 major/principal gifts prospects with emphasis on gifts of $100,000 and above. • Develop and implement thoughtful, strategic cultivation, solicitation and stewardship plans for prospective and current donors. • Build and manage a Philanthropic Advisory Board comprised of major and principal donors • Ensure regular contact with donors through various activities and communications especially through face-to-face meetings. • Identify and develop joint major giving opportunities in collaboration with colleagues and team members across the Foundation. • Develop expertise in hospital Centers of Excellence and service lines; serves as foundation liaison in assisting physicians, program directors and administration with capital and programmatic funding needs • Meet goal for individual portfolio work Qualifications Education Requirements 1. Bachelor's degree in related field Required 2. Master's degree, CFRE and experience in a medical or academic development setting Experience Requirements 1. Minimum of 10 years in fundraising, development or non-profit environment 2. Proven experience in securing principal gifts from individuals, possessing a thorough understanding of donor identification, cultivation, solicitation and demonstrated success in closing gifts of $1M and above. 3. Demonstrated ability to hire, plan, train, manage and mentor staff. 4. Demonstrated success in building long term philanthropic relationships while consistently meeting fundraising goals Special Skills & Requirements 1. Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones. 2. Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas through brief, simple materials. Experience and credibility when presenting materials to external audiences. 3. Influencing: Gets others to accept ideas by using compelling strategy and data to create a win-win situation and responds appropriately to key stakeholders. 4. Collaboration: Effective at working with others to reach common goals and objectives. Required 5. Relationship Building: Skilled at establishing and cultivating strong relationships with peers, across different levels of the organization and externally. Working in close collaboration with the Vice President (VP), the Director of Foundation Development designs and executes on a comprehensive development strategy for the Phoenix Children's Foundation. The Director oversees and executes on both capital campaigns and ongoing fundraising efforts. This position also forms and manages the Phoenix Children's Foundation development team, and reports directly to the Vice President. Position Duties Leadership: Cultivates existing relationships with vendors with the goal of ensuring sufficient space and resources, and access to services. Develops and implements strategies that will maximize the synergies among program areas. Team Management and Development: Develops and implements a system to evaluate the skill, experience, and professional development needs of all staff. Implements a professional development program to address employee experience and skill gaps. Works with staff to develop objective performance measurements across all sites, to ensure consistent, high-quality evaluation and goal setting for all employees. Instills a sense of accountability among team members by modeling tight oversight of individual and organizational performance standards. Recruits, hires, and oversees training and orientation of all staff members. Design Development Strategy: Works with the management team to identify funds needed, preferred funding targets, and approaches. Form and Manage Development Team: Works with the VP and senior leadership team to form a Development Team. Oversees Development Team and identifies staffing needs for campaigns and ongoing development. Fundraising: Conducts research, prospecting, and applications to multiple donor sources. Manages capital campaigns, engaging and overseeing capital campaign firms as necessary. Oversees ongoing development efforts. Build a Robust Donor Base: Develops and maintains key long-term relationships with donors and prospects. Communicate and Train: Trains and mentors Development Staff and communicates fundraising goals and progress throughout the organization. Performs miscellaneous job related duties as requested. Phoenix Children's Mission, Vision, & Values Mission To advance hope, healing and the best healthcare for children and their families Vision Phoenix Children's will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. We realize this vision by: Offering the most comprehensive care across ages, communities and specialties Investing in innovative research, including emerging treatments, tools and technologies Advancing education and training to shape the next generation of clinical leaders Advocating for the health and well-being of children and families Values We place children and families at the center of all we do We deliver exceptional care, every day and in every way We collaborate with colleagues, partners and communities to amplify our impact We set the standards of pediatric healthcare today, and innovate for the future We are accountable for making the highest quality care accessible and affordable
10/24/2025
Full time
Position Summary Foundation Director-Philanthropy This position will lead and manage a team of 5 philanthropy officers. With frontline focus, the Director will be a seasoned major gifts fundraiser responsible for securing gifts with an emphasis on $100,000 and above. This position reports to the Vice President, Individual Giving Phoenix Children's Values All Duties and Responsibilities must be performed in a manner consistent with and supportive of the Values of Phoenix Children's Hospital. • Family-Centered care that focuses on the needs of the child first and values the family as an important member of the care team • Excellence in clinical care, service and communication • Collaborative within our institution and with others who share our mission and goals • Leadership that sets the standard for pediatric health care today and innovations of the future • Accountability to our patients, community and each other for providing the best care in the most cost-effective way. Primary Duties Leadership and Team Management: • Lead and manage a team of 5 philanthropy officers • Train, manage, and mentor philanthropy officer team in principal and major gifts • Develop and manage timelines for various fundraising activities to ensure plans and critical fundraising processes are carried out in a timely manner • Meet annual activity and financial performance metrics for team Fundraising: • Manage a portfolio of 50-75 major/principal gifts prospects with emphasis on gifts of $100,000 and above. • Develop and implement thoughtful, strategic cultivation, solicitation and stewardship plans for prospective and current donors. • Build and manage a Philanthropic Advisory Board comprised of major and principal donors • Ensure regular contact with donors through various activities and communications especially through face-to-face meetings. • Identify and develop joint major giving opportunities in collaboration with colleagues and team members across the Foundation. • Develop expertise in hospital Centers of Excellence and service lines; serves as foundation liaison in assisting physicians, program directors and administration with capital and programmatic funding needs • Meet goal for individual portfolio work Qualifications Education Requirements 1. Bachelor's degree in related field Required 2. Master's degree, CFRE and experience in a medical or academic development setting Experience Requirements 1. Minimum of 10 years in fundraising, development or non-profit environment 2. Proven experience in securing principal gifts from individuals, possessing a thorough understanding of donor identification, cultivation, solicitation and demonstrated success in closing gifts of $1M and above. 3. Demonstrated ability to hire, plan, train, manage and mentor staff. 4. Demonstrated success in building long term philanthropic relationships while consistently meeting fundraising goals Special Skills & Requirements 1. Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones. 2. Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas through brief, simple materials. Experience and credibility when presenting materials to external audiences. 3. Influencing: Gets others to accept ideas by using compelling strategy and data to create a win-win situation and responds appropriately to key stakeholders. 4. Collaboration: Effective at working with others to reach common goals and objectives. Required 5. Relationship Building: Skilled at establishing and cultivating strong relationships with peers, across different levels of the organization and externally. Working in close collaboration with the Vice President (VP), the Director of Foundation Development designs and executes on a comprehensive development strategy for the Phoenix Children's Foundation. The Director oversees and executes on both capital campaigns and ongoing fundraising efforts. This position also forms and manages the Phoenix Children's Foundation development team, and reports directly to the Vice President. Position Duties Leadership: Cultivates existing relationships with vendors with the goal of ensuring sufficient space and resources, and access to services. Develops and implements strategies that will maximize the synergies among program areas. Team Management and Development: Develops and implements a system to evaluate the skill, experience, and professional development needs of all staff. Implements a professional development program to address employee experience and skill gaps. Works with staff to develop objective performance measurements across all sites, to ensure consistent, high-quality evaluation and goal setting for all employees. Instills a sense of accountability among team members by modeling tight oversight of individual and organizational performance standards. Recruits, hires, and oversees training and orientation of all staff members. Design Development Strategy: Works with the management team to identify funds needed, preferred funding targets, and approaches. Form and Manage Development Team: Works with the VP and senior leadership team to form a Development Team. Oversees Development Team and identifies staffing needs for campaigns and ongoing development. Fundraising: Conducts research, prospecting, and applications to multiple donor sources. Manages capital campaigns, engaging and overseeing capital campaign firms as necessary. Oversees ongoing development efforts. Build a Robust Donor Base: Develops and maintains key long-term relationships with donors and prospects. Communicate and Train: Trains and mentors Development Staff and communicates fundraising goals and progress throughout the organization. Performs miscellaneous job related duties as requested. Phoenix Children's Mission, Vision, & Values Mission To advance hope, healing and the best healthcare for children and their families Vision Phoenix Children's will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. We realize this vision by: Offering the most comprehensive care across ages, communities and specialties Investing in innovative research, including emerging treatments, tools and technologies Advancing education and training to shape the next generation of clinical leaders Advocating for the health and well-being of children and families Values We place children and families at the center of all we do We deliver exceptional care, every day and in every way We collaborate with colleagues, partners and communities to amplify our impact We set the standards of pediatric healthcare today, and innovate for the future We are accountable for making the highest quality care accessible and affordable
Do you possess a broad knowledge of financial products and services? Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? Would you like to work at a multi-faceted, dynamic organization that thrives on teamwork and collaboration? If so, we'd love to talk with you about Monterra Credit Union's full-time Financial Services Advisor Position! Located in the heart of the Bay Area, Monterra Credit Union is a community-centric and growth-oriented financial institution. We invest in the success of people and our community by giving back, making things easier, and committing ourselves to our members' potential. Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization. If you value collaboration, forward-thinking, and giving back, this just might be the place for you. Bilingual in Spanish and English is strongly preferred. SALARY & BENEFITS Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package: Starting pay of $23.00 - $29.00 per hour depending on experience Bilingual pay incentives (English/Spanish or English/Tagalog) Semi-annual bonuses for meeting key financial and operational goals Medical, Dental, Vision, Life, and Long-Term Disability insurances 401(k) including generous matching contributions Discounts on financial products and services, including mortgage and auto loans Paid time off, tuition reimbursement, and much more! POSITION SUMMARY Serves as a primary source to handle member inquires, requests or processing of new transactions. Conduct new account and loan interviews with the ability to profile member needs and use good judgment on recommendation of credit union products and services. Performs assigned cash handling duties associated with the processing of member transactions, inquiries, and daily branch operations. Responsible for assisting with Business Development efforts within the community as assigned. PRIMARY RESPONSIBILITIES Provides assistance to new and existing members with regard to all Credit Union products and services (includes all deposit products, lending products and investment opportunities available). Cross-services appropriate products and services to help meet member financial needs and assigned cross-servicing goals. Assists with Business Development efforts within the community Processes loan requests, including applications, documentation and disbursal, when necessary. Notifies members when a loan is declined. Possesses thorough knowledge of Credit Union loan policies, regulations, credit granting criteria, documentation required for each loan type, including DMV and ancillary products. Opens new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and carries out requests on deceased accounts and fraud situations. Solely responsible for the security and balancing of assigned cash reserves and negotiable items at all times. Maintains cash levels, key controls and dual controls in accordance with Credit Union policy. Within established guidelines and procedures, performs work requiring the use of judgment and discretion in making decisions to satisfy member needs. Recommends alterations or revisions to department policies and procedures as needed. Performs other related duties as assigned by the Branch Lead or Manager. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control. Provides service that aligns with the Credit Union's mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals. PHYSICAL DEMANDS The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands. Employee must occasionally lift and/or move up to 5 pounds. Employee may occasionally work overtime. These activities are not necessarily performed to the same degree and combination every day. Apply Now for Consideration! Monterra Credit Union is an equal-opportunity employer. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, disability, or protected veteran status. Qualifications Possess a broad knowledge of financial products and services, and preferred experience with the lending process, documentation, and DMV regulations. Possess strong organization, analytical, interpersonal, service and communication skills Provide high levels of thoroughness and accuracy Possess strong cross-servicing skills Must have knowledge of PC Windows-based programs (Excel, Word, and e-mail). Experience with attending community events and developing community relationships Ability to speak fluently in Spanish is strongly preferred.
10/24/2025
Full time
Do you possess a broad knowledge of financial products and services? Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? Would you like to work at a multi-faceted, dynamic organization that thrives on teamwork and collaboration? If so, we'd love to talk with you about Monterra Credit Union's full-time Financial Services Advisor Position! Located in the heart of the Bay Area, Monterra Credit Union is a community-centric and growth-oriented financial institution. We invest in the success of people and our community by giving back, making things easier, and committing ourselves to our members' potential. Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization. If you value collaboration, forward-thinking, and giving back, this just might be the place for you. Bilingual in Spanish and English is strongly preferred. SALARY & BENEFITS Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package: Starting pay of $23.00 - $29.00 per hour depending on experience Bilingual pay incentives (English/Spanish or English/Tagalog) Semi-annual bonuses for meeting key financial and operational goals Medical, Dental, Vision, Life, and Long-Term Disability insurances 401(k) including generous matching contributions Discounts on financial products and services, including mortgage and auto loans Paid time off, tuition reimbursement, and much more! POSITION SUMMARY Serves as a primary source to handle member inquires, requests or processing of new transactions. Conduct new account and loan interviews with the ability to profile member needs and use good judgment on recommendation of credit union products and services. Performs assigned cash handling duties associated with the processing of member transactions, inquiries, and daily branch operations. Responsible for assisting with Business Development efforts within the community as assigned. PRIMARY RESPONSIBILITIES Provides assistance to new and existing members with regard to all Credit Union products and services (includes all deposit products, lending products and investment opportunities available). Cross-services appropriate products and services to help meet member financial needs and assigned cross-servicing goals. Assists with Business Development efforts within the community Processes loan requests, including applications, documentation and disbursal, when necessary. Notifies members when a loan is declined. Possesses thorough knowledge of Credit Union loan policies, regulations, credit granting criteria, documentation required for each loan type, including DMV and ancillary products. Opens new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and carries out requests on deceased accounts and fraud situations. Solely responsible for the security and balancing of assigned cash reserves and negotiable items at all times. Maintains cash levels, key controls and dual controls in accordance with Credit Union policy. Within established guidelines and procedures, performs work requiring the use of judgment and discretion in making decisions to satisfy member needs. Recommends alterations or revisions to department policies and procedures as needed. Performs other related duties as assigned by the Branch Lead or Manager. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control. Provides service that aligns with the Credit Union's mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals. PHYSICAL DEMANDS The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands. Employee must occasionally lift and/or move up to 5 pounds. Employee may occasionally work overtime. These activities are not necessarily performed to the same degree and combination every day. Apply Now for Consideration! Monterra Credit Union is an equal-opportunity employer. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, disability, or protected veteran status. Qualifications Possess a broad knowledge of financial products and services, and preferred experience with the lending process, documentation, and DMV regulations. Possess strong organization, analytical, interpersonal, service and communication skills Provide high levels of thoroughness and accuracy Possess strong cross-servicing skills Must have knowledge of PC Windows-based programs (Excel, Word, and e-mail). Experience with attending community events and developing community relationships Ability to speak fluently in Spanish is strongly preferred.
Santander Holdings USA Inc
Wethersfield, Connecticut
Financial Advisor - Centralized, West Hartford, CTCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction by telephone communications from a variety of lead generation sources. Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis. Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products including Santander Policy Statement governing the sale of uninsured products. When appropriate, provide leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans. Attend and actively participate in sales meetings, training initiatives, and planning sessions related to the development and growth of the program. Develop and execute quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services. Maintain records, master operational procedures, and provide sales and activity reports per management's request in a timely and efficient manner. Create strong internal and external relationships in an effort to develop referral sources and meet appointment objectives. Maintain required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations. Provide active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory. Hold frequent client appointments, seminars and branch training sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products. 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. Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent field - Required. Master's Degree Finance, Economics, Management Information Systems, Statistics or equivalent field - Preferred. 5+ Years Experience providing investment guidance and advice to clients - Required. 5+ Years Demonstrate a superior record of sales achievement while maintaining high ethical standards - Required. Very strong interpersonal communication skills, complemented by both excellent verbal and written communication. Superior knowledge of financial analysis, risk evaluation, loan documentation. Motivating, developing, and directing people as they work, identifying the best people for the job. Strong relationship management and negotiation skills via a phone channel. Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. Attention to detail, being careful about detail and thorough in completing work tasks. Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job. Demonstrated proficiency with Microsoft Office applications. Certifications: NASD licenses 6, 63, 7, 65 or 66 - Required. Appropriate state insurance licenses - Required. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. 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: $56,250.00 USD Maximum: $102,500.00 USD Link to Santander Benefits: Santander Benefits - 2025 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, standingand 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. Primary Location: West Hartford, CT, West Hartford Other Locations: Connecticut-Wethersfield,Connecticut-West Hartford Organization: Santander Bank N.A. Required Preferred Job Industries Accounting & Finance
10/24/2025
Full time
Financial Advisor - Centralized, West Hartford, CTCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction by telephone communications from a variety of lead generation sources. Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis. Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products including Santander Policy Statement governing the sale of uninsured products. When appropriate, provide leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans. Attend and actively participate in sales meetings, training initiatives, and planning sessions related to the development and growth of the program. Develop and execute quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services. Maintain records, master operational procedures, and provide sales and activity reports per management's request in a timely and efficient manner. Create strong internal and external relationships in an effort to develop referral sources and meet appointment objectives. Maintain required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations. Provide active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory. Hold frequent client appointments, seminars and branch training sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products. 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. Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent field - Required. Master's Degree Finance, Economics, Management Information Systems, Statistics or equivalent field - Preferred. 5+ Years Experience providing investment guidance and advice to clients - Required. 5+ Years Demonstrate a superior record of sales achievement while maintaining high ethical standards - Required. Very strong interpersonal communication skills, complemented by both excellent verbal and written communication. Superior knowledge of financial analysis, risk evaluation, loan documentation. Motivating, developing, and directing people as they work, identifying the best people for the job. Strong relationship management and negotiation skills via a phone channel. Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. Attention to detail, being careful about detail and thorough in completing work tasks. Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job. Demonstrated proficiency with Microsoft Office applications. Certifications: NASD licenses 6, 63, 7, 65 or 66 - Required. Appropriate state insurance licenses - Required. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. 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: $56,250.00 USD Maximum: $102,500.00 USD Link to Santander Benefits: Santander Benefits - 2025 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, standingand 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. Primary Location: West Hartford, CT, West Hartford Other Locations: Connecticut-Wethersfield,Connecticut-West Hartford Organization: Santander Bank N.A. Required Preferred Job Industries Accounting & Finance
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement. Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230 Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10 Southern California $30.60 - $36.10 Colorado $29.20 - $34.50 Hawaii $30.60 - $36.10 Illinois $29.20 - $34.50 Maryland $29.20 - $34.50 Massachusetts $30.60 - $36.10 Minnesota $26.20 - $30.90 New Jersey $30.60 - $36.10 New York $30.60 - $36.10 Ohio $26.20 - $30.90 Vermont $29.20 - $34.50 Washington $30.60 - $36.10 Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. What you'll bring How you will lead
10/24/2025
Full time
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement. Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230 Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10 Southern California $30.60 - $36.10 Colorado $29.20 - $34.50 Hawaii $30.60 - $36.10 Illinois $29.20 - $34.50 Maryland $29.20 - $34.50 Massachusetts $30.60 - $36.10 Minnesota $26.20 - $30.90 New Jersey $30.60 - $36.10 New York $30.60 - $36.10 Ohio $26.20 - $30.90 Vermont $29.20 - $34.50 Washington $30.60 - $36.10 Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. What you'll bring How you will lead
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement. Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230 Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10 Southern California $30.60 - $36.10 Colorado $29.20 - $34.50 Hawaii $30.60 - $36.10 Illinois $29.20 - $34.50 Maryland $29.20 - $34.50 Massachusetts $30.60 - $36.10 Minnesota $26.20 - $30.90 New Jersey $30.60 - $36.10 New York $30.60 - $36.10 Ohio $26.20 - $30.90 Vermont $29.20 - $34.50 Washington $30.60 - $36.10 Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. What you'll bring How you will lead
10/24/2025
Full time
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement. Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230 Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10 Southern California $30.60 - $36.10 Colorado $29.20 - $34.50 Hawaii $30.60 - $36.10 Illinois $29.20 - $34.50 Maryland $29.20 - $34.50 Massachusetts $30.60 - $36.10 Minnesota $26.20 - $30.90 New Jersey $30.60 - $36.10 New York $30.60 - $36.10 Ohio $26.20 - $30.90 Vermont $29.20 - $34.50 Washington $30.60 - $36.10 Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. What you'll bring How you will lead
OPERATIONAL RISK FRAUD OVERSIGHT MANAGER II WHAT IS THE OPPORTUNITY? Operational Risk Management (ORM) is responsible for providing independent and objective oversight of the management of risks arising from City National Bank's business processes, people, systems or external events. Working with the Enterprise Risk Manager for Fraud and Payment Systems, the Fraud Manager II will contribute to the ongoing review and monitoring of operational risk programs executed by assigned 1LOD business or corporate unit(s), including Risk and Control Assessments, Control Management Activities, Key Risk Indicators, Operational Risk Events, Issue Management, Scenario Analysis, Risk Appetite, Products and aggregating and reporting of operational risk information to the Management Risk Committee, Risk Committee of the Board and RBC. The Fraud Manager II is responsible for providing advisory and oversight for Fraud within ORM, with a particular focus on strengthening operational risk management efforts to support decision-making. This position provides an excellent opportunity to strengthen the operational risk management framework, which includes risk identification and assessment; risk measurement; risk controls; and risk monitoring and reporting to improve operational resilience. WHAT WILL YOU DO? All responsibilities are related to Fraud: Work collaboratively with assigned business or corporate unit(s) to embed an understanding of the risk profile and risk appetite of the bank. Review and challenge operational risk practices against CNB operational risk framework and policies, including but not limited to 1LOD output of risk identification assessments and scenario analysis, Risk and Control Self Assessments (RCSA's), Key Risk Indicators (KRI's), material existing and emerging exposures, Operational Risk Events (ORE) reporting, and issue resolution. Understand material existing and emerging risks which align with assigned business or corporate unit(s) to ensure operation within risk appetite and fair representation of the operational risk profile Review, challenge and monitor 1LOD risk appetite and key indicators, and their performance to risk appetite levels Review and challenge whether 1LOD strategic priorities sufficiently consider the full spectrum of risks, and whether all risks have been adequately assessed across all strategic priorities Provide advisory, oversight, and challenge to 1LOD development and implementation of business processes, procedures, and controls to adhere to operational risk governance requirements Review and challenge 1LOD risk acceptances and new business initiatives Credibly challenge 1LOD risk monitoring and reporting and related protocols, in conjunction with risk type teams, including metric trigger explanations and associated action plans Review and challenge 1LOD annual testing and monitoring plans, the adequacy of control management activities and assessment results, and risk mitigation strategies to address gaps in control design or operating effectiveness Review and challenge regulatory remediation activities in assigned coverage areas to ensure operational risk exposures associated with known control deficiencies are addressed. This includes providing oversight and challenge throughout the Issue Management Lifecycle, which may include issue details; root cause analysis; action plan; material issue changes; management's completion of the required and/or committed corrective actions with supporting evidence; control management activities; and sustainability. Review and challenge self-identified issues and escalation in assigned coverage areas, including challenge of issue ratings, corrective action plans, due date extensions, and thematic issues in accordance with the CNB Issue Management Policy Influence and monitor progress of action plans to improve the risk and control environment arising from risk assessments, risk monitoring, internal and external events, and regulatory exams Exhibit high attention to details in identifying, aggregating, and communicating issues and control gaps to appropriate stakeholders Lead with the preparation of status reports, key metrics and other ORM reporting information as requested by management, the Risk Committee or RBC. Contribute to ad-hoc assignments/special projects Maintain awareness of current regulatory/industry trends impacting the Bank's operational risk management program or practices. Maintain familiarity of, and technical expertise with, business unit(s) organizational structure, personnel, activities and products, new product development, financial performance, and risk and problem areas Act as an internal advisor to business and corporate units regarding the ORM framework, policies and procedures. Support and facilitate audit and regulatory exam activities Build effective relationships, alliances, and strategic partnerships across CNB and RBC to help deliver results and to ensure opportunities are identified, analyzed, and managed appropriately. Understand interdependencies to achieve success. Build and grow risk talent through mentoring, coaching, and training WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 10 years of experience in the financial services industry Minimum 7 years of experience in risk management, operational risk management, compliance, or audit Minimum 5 years of control assessment and validation experience Additional Qualifications Bachelor's degree or higher and other professional qualifications such as CPA, CIA, etc. Knowledge of OCC rules and regulations (i.e. heightened standards for Large Financial Institutions) Strong understanding of three lines of defense risk management structure and requirements Strong understanding of Risk Management/Operational Risk Management Strong knowledge of internal control management practices and testing methodology with proven experience in controls management design and/or execution Strong knowledge of issue management practices with proven experience in issue resolution Ability to handle complexity and ambiguity Ability to deal effectively with conflict Well-developed influencing skills Strong interpersonal, verbal, and written communication skills Demonstrated ability to think critically and facilitate change through collaborative effort. Self-motivation, discipline, task focus, the ability to structure and present work and a proven record of delivering high quality results within strict deadlines. Ability to multitask and prioritize several concurrent initiatives Ability to work in a matrix environment WHAT'S IN IT FOR YOU? Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks . ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us . INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
10/24/2025
Full time
OPERATIONAL RISK FRAUD OVERSIGHT MANAGER II WHAT IS THE OPPORTUNITY? Operational Risk Management (ORM) is responsible for providing independent and objective oversight of the management of risks arising from City National Bank's business processes, people, systems or external events. Working with the Enterprise Risk Manager for Fraud and Payment Systems, the Fraud Manager II will contribute to the ongoing review and monitoring of operational risk programs executed by assigned 1LOD business or corporate unit(s), including Risk and Control Assessments, Control Management Activities, Key Risk Indicators, Operational Risk Events, Issue Management, Scenario Analysis, Risk Appetite, Products and aggregating and reporting of operational risk information to the Management Risk Committee, Risk Committee of the Board and RBC. The Fraud Manager II is responsible for providing advisory and oversight for Fraud within ORM, with a particular focus on strengthening operational risk management efforts to support decision-making. This position provides an excellent opportunity to strengthen the operational risk management framework, which includes risk identification and assessment; risk measurement; risk controls; and risk monitoring and reporting to improve operational resilience. WHAT WILL YOU DO? All responsibilities are related to Fraud: Work collaboratively with assigned business or corporate unit(s) to embed an understanding of the risk profile and risk appetite of the bank. Review and challenge operational risk practices against CNB operational risk framework and policies, including but not limited to 1LOD output of risk identification assessments and scenario analysis, Risk and Control Self Assessments (RCSA's), Key Risk Indicators (KRI's), material existing and emerging exposures, Operational Risk Events (ORE) reporting, and issue resolution. Understand material existing and emerging risks which align with assigned business or corporate unit(s) to ensure operation within risk appetite and fair representation of the operational risk profile Review, challenge and monitor 1LOD risk appetite and key indicators, and their performance to risk appetite levels Review and challenge whether 1LOD strategic priorities sufficiently consider the full spectrum of risks, and whether all risks have been adequately assessed across all strategic priorities Provide advisory, oversight, and challenge to 1LOD development and implementation of business processes, procedures, and controls to adhere to operational risk governance requirements Review and challenge 1LOD risk acceptances and new business initiatives Credibly challenge 1LOD risk monitoring and reporting and related protocols, in conjunction with risk type teams, including metric trigger explanations and associated action plans Review and challenge 1LOD annual testing and monitoring plans, the adequacy of control management activities and assessment results, and risk mitigation strategies to address gaps in control design or operating effectiveness Review and challenge regulatory remediation activities in assigned coverage areas to ensure operational risk exposures associated with known control deficiencies are addressed. This includes providing oversight and challenge throughout the Issue Management Lifecycle, which may include issue details; root cause analysis; action plan; material issue changes; management's completion of the required and/or committed corrective actions with supporting evidence; control management activities; and sustainability. Review and challenge self-identified issues and escalation in assigned coverage areas, including challenge of issue ratings, corrective action plans, due date extensions, and thematic issues in accordance with the CNB Issue Management Policy Influence and monitor progress of action plans to improve the risk and control environment arising from risk assessments, risk monitoring, internal and external events, and regulatory exams Exhibit high attention to details in identifying, aggregating, and communicating issues and control gaps to appropriate stakeholders Lead with the preparation of status reports, key metrics and other ORM reporting information as requested by management, the Risk Committee or RBC. Contribute to ad-hoc assignments/special projects Maintain awareness of current regulatory/industry trends impacting the Bank's operational risk management program or practices. Maintain familiarity of, and technical expertise with, business unit(s) organizational structure, personnel, activities and products, new product development, financial performance, and risk and problem areas Act as an internal advisor to business and corporate units regarding the ORM framework, policies and procedures. Support and facilitate audit and regulatory exam activities Build effective relationships, alliances, and strategic partnerships across CNB and RBC to help deliver results and to ensure opportunities are identified, analyzed, and managed appropriately. Understand interdependencies to achieve success. Build and grow risk talent through mentoring, coaching, and training WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 10 years of experience in the financial services industry Minimum 7 years of experience in risk management, operational risk management, compliance, or audit Minimum 5 years of control assessment and validation experience Additional Qualifications Bachelor's degree or higher and other professional qualifications such as CPA, CIA, etc. Knowledge of OCC rules and regulations (i.e. heightened standards for Large Financial Institutions) Strong understanding of three lines of defense risk management structure and requirements Strong understanding of Risk Management/Operational Risk Management Strong knowledge of internal control management practices and testing methodology with proven experience in controls management design and/or execution Strong knowledge of issue management practices with proven experience in issue resolution Ability to handle complexity and ambiguity Ability to deal effectively with conflict Well-developed influencing skills Strong interpersonal, verbal, and written communication skills Demonstrated ability to think critically and facilitate change through collaborative effort. Self-motivation, discipline, task focus, the ability to structure and present work and a proven record of delivering high quality results within strict deadlines. Ability to multitask and prioritize several concurrent initiatives Ability to work in a matrix environment WHAT'S IN IT FOR YOU? Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks . ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us . INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Investment Banking Vice President, Financial Sponsors - New YorkCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make:As a Vice President in Investment Banking Sponsors Coverage, you will take on a leadership role in deal execution while actively engaging with financial sponsors and managing transaction workflows. The VP is critical in developing and deepening client relationships while overseeing junior talent. Lead the execution of leveraged buyouts, capital raises, and advisory transactions for financial sponsors. Act as a primary point of contact for clients during transaction processes. Manage transaction processes, ensuring timelines and milestones are met. Oversee the development of complex financial models and due diligence processes. Cultivate relationships with existing financial sponsors and identify new business opportunities. Provide mentorship and professional development to junior bankers. Lead day-to-day client dialogue, idea generation, and transaction execution. Travel as requested by senior deal team members and or clients. 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.Bachelors degree or equivalent: in Finance, Business or equivalent degree - Required.Master's Degree/ MBA MBA - Preferred. 6+ Years Finance, Business or related field/sector - Required. Strong deal execution experience in investment banking with a focus on financial sponsors. Proven leadership skills and ability to manage multiple complex transactions simultaneously. Excellent client relationship management and business development skills. Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions. Ability to manage projects independently and assume a high level of responsibility. Ability to interact with clients. Ability to assess and mitigate reputational, operational and credit risk. Experience with sell-side and buy-side merger and acquisition processes and equity and debt capital raises. Certifications:No Certifications listed for this job.It Would Be Nice For You To Have:Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. 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: $202,500.00 USD Maximum: $280,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 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, standingand 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. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Santander US Capital Markets LLC Required Preferred Job Industries Accounting & Finance
10/23/2025
Full time
Investment Banking Vice President, Financial Sponsors - New YorkCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make:As a Vice President in Investment Banking Sponsors Coverage, you will take on a leadership role in deal execution while actively engaging with financial sponsors and managing transaction workflows. The VP is critical in developing and deepening client relationships while overseeing junior talent. Lead the execution of leveraged buyouts, capital raises, and advisory transactions for financial sponsors. Act as a primary point of contact for clients during transaction processes. Manage transaction processes, ensuring timelines and milestones are met. Oversee the development of complex financial models and due diligence processes. Cultivate relationships with existing financial sponsors and identify new business opportunities. Provide mentorship and professional development to junior bankers. Lead day-to-day client dialogue, idea generation, and transaction execution. Travel as requested by senior deal team members and or clients. 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.Bachelors degree or equivalent: in Finance, Business or equivalent degree - Required.Master's Degree/ MBA MBA - Preferred. 6+ Years Finance, Business or related field/sector - Required. Strong deal execution experience in investment banking with a focus on financial sponsors. Proven leadership skills and ability to manage multiple complex transactions simultaneously. Excellent client relationship management and business development skills. Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions. Ability to manage projects independently and assume a high level of responsibility. Ability to interact with clients. Ability to assess and mitigate reputational, operational and credit risk. Experience with sell-side and buy-side merger and acquisition processes and equity and debt capital raises. Certifications:No Certifications listed for this job.It Would Be Nice For You To Have:Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. 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: $202,500.00 USD Maximum: $280,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 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, standingand 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. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Santander US Capital Markets LLC Required Preferred Job Industries Accounting & Finance
Overview Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a team and do some good! Grow Your Skills, Grow Your Potential Responsibilities Join our team as a Property Field Inspection Claim Specialist and showcase your expertise in handling accident and weather-related claims for homeowners, commercial properties, and large losses. We are looking for an experienced and highly skilled professional to contribute to our dynamic team. You will be the first point of contact to meet with our insureds, explain coverage, estimate damages, and help them through the claims process while providing Remarkable service. Key Responsibilities: Conduct on-site inspections and assessments of property damages for both residential and commercial claims Collaborate with policyholders, insurance agents, and other involved parties to gather information and resolve claims efficiently May occasionally require interacting with parties who express strong emotions or concerns about ongoing inspections or claim resolutions Provide exceptional customer service throughout the claims process, addressing inquiries and concerns promptly and professionally Gather necessary evidence, document findings, and prepare detailed reports to support the claims handling process Investigate and adjust both personal and commercial property claims with exposures up to $500,000 Evaluate coverage and policy terms to determine the validity of claims and ensure compliance with local regulations Negotiate and settle claims within the authorized limits, considering policy provisions, industry standards, and company guidelines Where you'll work: This position is located in Valdosta, GA. Competitive candidates should reside within one of the listed zip codes and will service this same territory: This is a Remote-Field position in which you will work from home and utilize a mobile office/vehicle for in-person appointments. Although the primary work location is in the field, with a commutable distance from home, there will be opportunities for virtual work to be completed at home. Additionally, there may be occasions where you will be required to travel outside your assigned area to assist in other territories. Hours of operation are continually evaluated and may change based on business need. Successful candidates are able and willing to work flexible schedules and may be asked to work overtime and/or irregular hours. Qualifications Competitive candidates must demonstrate: Experience as a Property Field Inspection Claim Specialist in the insurance industry, specifically in property claims Strong knowledge of property insurance policies, coverage and claim handling practices Knowledge of both residential and commercial building construction Familiarity with local regulations and compliance requirements in your assigned territory Excellent communication and interpersonal skills to effectively interact with clients, agents, and other stakeholders Proven effective communication skills to handle difficult/emotional conversations with a customer-minded focus Proven ability to assess damages, estimate repair costs, and negotiate settlements Detail-oriented with strong organizational and analytical skills Proficient in using claims management software and other relevant tools Physical agility to allow for: frequent lifting, carrying and climbing a ladder; ability to navigate roofs at various heights for inspection of both residential and commercial structures; ability to crawl in tight spaces May be required to complete Rope and Harness Safety Training. A valid driver's license is required Preferred: Bachelor's Degree in a related field or equivalent work experience Experience in handling complex or high-value claims Construction background Water mitigation inspection experience Xactimate, XactContents Additional Details: Employees must successfully complete all required training, including applicable licensing exam(s) and background checks required of various state(s). State Farm recently implemented new pre-employment assessments. Candidates that have previously taken an assessment may be asked to participate in additional testing Our Benefits Because work-life balance is a priority at State Farm, compensation is based on our standard 38:45-hour work week! Potential starting salary range: $59,059.65 - $90,000.00 Annually Starting salary will be based on skills, background, and experience High end of the range limited to applicants with significant relevant experience Potential yearly incentive pay up to 15% of base salary At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family! Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus. Stay Well! Focus on you and your family's health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more! Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring. Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union! Take a Little "You" Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund. Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary. Visit our State Farm Careers page for more information on our benefits , locations , and the hiring process of joining the State Farm team! PandoLogic. Category:Insurance,
10/23/2025
Full time
Overview Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a team and do some good! Grow Your Skills, Grow Your Potential Responsibilities Join our team as a Property Field Inspection Claim Specialist and showcase your expertise in handling accident and weather-related claims for homeowners, commercial properties, and large losses. We are looking for an experienced and highly skilled professional to contribute to our dynamic team. You will be the first point of contact to meet with our insureds, explain coverage, estimate damages, and help them through the claims process while providing Remarkable service. Key Responsibilities: Conduct on-site inspections and assessments of property damages for both residential and commercial claims Collaborate with policyholders, insurance agents, and other involved parties to gather information and resolve claims efficiently May occasionally require interacting with parties who express strong emotions or concerns about ongoing inspections or claim resolutions Provide exceptional customer service throughout the claims process, addressing inquiries and concerns promptly and professionally Gather necessary evidence, document findings, and prepare detailed reports to support the claims handling process Investigate and adjust both personal and commercial property claims with exposures up to $500,000 Evaluate coverage and policy terms to determine the validity of claims and ensure compliance with local regulations Negotiate and settle claims within the authorized limits, considering policy provisions, industry standards, and company guidelines Where you'll work: This position is located in Valdosta, GA. Competitive candidates should reside within one of the listed zip codes and will service this same territory: This is a Remote-Field position in which you will work from home and utilize a mobile office/vehicle for in-person appointments. Although the primary work location is in the field, with a commutable distance from home, there will be opportunities for virtual work to be completed at home. Additionally, there may be occasions where you will be required to travel outside your assigned area to assist in other territories. Hours of operation are continually evaluated and may change based on business need. Successful candidates are able and willing to work flexible schedules and may be asked to work overtime and/or irregular hours. Qualifications Competitive candidates must demonstrate: Experience as a Property Field Inspection Claim Specialist in the insurance industry, specifically in property claims Strong knowledge of property insurance policies, coverage and claim handling practices Knowledge of both residential and commercial building construction Familiarity with local regulations and compliance requirements in your assigned territory Excellent communication and interpersonal skills to effectively interact with clients, agents, and other stakeholders Proven effective communication skills to handle difficult/emotional conversations with a customer-minded focus Proven ability to assess damages, estimate repair costs, and negotiate settlements Detail-oriented with strong organizational and analytical skills Proficient in using claims management software and other relevant tools Physical agility to allow for: frequent lifting, carrying and climbing a ladder; ability to navigate roofs at various heights for inspection of both residential and commercial structures; ability to crawl in tight spaces May be required to complete Rope and Harness Safety Training. A valid driver's license is required Preferred: Bachelor's Degree in a related field or equivalent work experience Experience in handling complex or high-value claims Construction background Water mitigation inspection experience Xactimate, XactContents Additional Details: Employees must successfully complete all required training, including applicable licensing exam(s) and background checks required of various state(s). State Farm recently implemented new pre-employment assessments. Candidates that have previously taken an assessment may be asked to participate in additional testing Our Benefits Because work-life balance is a priority at State Farm, compensation is based on our standard 38:45-hour work week! Potential starting salary range: $59,059.65 - $90,000.00 Annually Starting salary will be based on skills, background, and experience High end of the range limited to applicants with significant relevant experience Potential yearly incentive pay up to 15% of base salary At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family! Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus. Stay Well! Focus on you and your family's health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more! Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring. Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union! Take a Little "You" Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund. Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary. Visit our State Farm Careers page for more information on our benefits , locations , and the hiring process of joining the State Farm team! PandoLogic. Category:Insurance,
The Chief Financial Officer (CFO) / Director of Finance is responsible for the overall financial management of Weld County. This role provides strategic leadership and hands-on oversight of the County's financial planning, reporting, and operations. The CFO will manage budgets, cash flows, investments, debt, and accounting functions, while ensuring compliance with applicable laws, policies, and GAAP standards. The CFO reports to the Weld County Board of County Commissioners (BOCC). This position serves as a key advisor to the Board of County Commissioners, Elected Officials, and Department Heads, providing clear and accurate financial analysis to support informed decision-making. In addition, the CFO oversees related functions including accounting, purchasing, treasury and tax collection, retirement plans, CBDG and other general services as assigned. This role requires a collaborative leader with both technical expertise and strong interpersonal skills to guide financial strategy, manage staff, and maintain Weld County's reputation for sound fiscal stewardship. It is preferred applicants reside in Weld County or be willing to relocate within a mutually agreed timeline.
10/23/2025
Full time
The Chief Financial Officer (CFO) / Director of Finance is responsible for the overall financial management of Weld County. This role provides strategic leadership and hands-on oversight of the County's financial planning, reporting, and operations. The CFO will manage budgets, cash flows, investments, debt, and accounting functions, while ensuring compliance with applicable laws, policies, and GAAP standards. The CFO reports to the Weld County Board of County Commissioners (BOCC). This position serves as a key advisor to the Board of County Commissioners, Elected Officials, and Department Heads, providing clear and accurate financial analysis to support informed decision-making. In addition, the CFO oversees related functions including accounting, purchasing, treasury and tax collection, retirement plans, CBDG and other general services as assigned. This role requires a collaborative leader with both technical expertise and strong interpersonal skills to guide financial strategy, manage staff, and maintain Weld County's reputation for sound fiscal stewardship. It is preferred applicants reside in Weld County or be willing to relocate within a mutually agreed timeline.
Join Our Award-Winning Team as the Vice President of Service Center Operations! Forbes has recognized Hoosier Hills Credit Union as one of Indiana's Top Three Credit Unions again in 2025 , for the third consecutive year ! Are you a visionary leader with a passion for fostering growth and excellence? Do you have a track record of inspiring teams, achieving ambitious goals, and delivering outstanding results? If you're ready to make a meaningful impact on our members' lives and our community, we'd love to meet you! What We Offer: Competitive Salary: $63,851 - $95,777, commensurate with experience. Comprehensive Benefits Package: Health insurance, retirement plans, paid time off, and more. Impactful Work: Ensure sound portfolio performance while safeguarding members and the Credit Union. Supportive Environment: Collaborate with a team that values your contributions and supports your professional growth. Growth Opportunities: Advance your career within a dynamic and rewarding industry. A Rewarding Career: Make a difference in the lives of members and the communities we serve. Opportunity Overview: As the Vice President of Service Center Operations, you'll lead and inspire our team in our Tell City, Indiana Service Center driving strategic initiatives, optimizing branch efficiency, and cultivating a culture of exceptional service. In this pivotal role, you will be at the forefront of our mission to deliver outstanding financial services while making a positive difference in the communities we serve. What You'll Do: Lead Branch Operations: Oversee day-to-day operations and ensure profitability while maintaining high standards of service and efficiency. Drive Growth: Identify market needs, develop innovative solutions, and expand our services to meet those needs and increase market share. Develop Talent: Mentor and inspire team members, helping them reach their highest potential and achieve our business objectives. Enhance Member Experience: Serve as a trusted advisor, deepen relationships with members, generate new memberships, and focus on delivering exceptional service. Optimize Resources: Manage branch resources effectively to enhance performance and achieve operational goals. Foster Collaboration: Work closely with other business units to align strategies, share insights, and drive collective success. Lead by Example: Ensure that all branch activities comply with regulations and internal policies and identify areas for improvement. Champion Community Engagement: Actively participate in community activities and initiatives to strengthen our local presence and impact. What We're Looking For: Education & Experience: A 2-4-year degree in Business or a related field, with 3-5 years of management experience in a retail or financial services setting. Lending experience is a must. Expertise: Strong understanding of financial products, services, and market trends. Proficiency in software systems related to Core, Lending, Budget, and Compliance. Skills: Excellent communication, sales, and service skills with a proven ability to lead, resolve conflicts, and drive results. Judgment & Problem-Solving: The ability to analyze complex situations, apply sound principles, and develop effective solutions. Hoosier Hills Credit Union is an Equal Employment Opportunity Employer. If you're a driven leader ready to make a meaningful impact and contribute to our continued success and growth, we invite you to apply! PM19 Compensation $63,851 - $95,777 per year Compensation details: 7 Hourly Wage PI940455ad217d-7652
10/23/2025
Full time
Join Our Award-Winning Team as the Vice President of Service Center Operations! Forbes has recognized Hoosier Hills Credit Union as one of Indiana's Top Three Credit Unions again in 2025 , for the third consecutive year ! Are you a visionary leader with a passion for fostering growth and excellence? Do you have a track record of inspiring teams, achieving ambitious goals, and delivering outstanding results? If you're ready to make a meaningful impact on our members' lives and our community, we'd love to meet you! What We Offer: Competitive Salary: $63,851 - $95,777, commensurate with experience. Comprehensive Benefits Package: Health insurance, retirement plans, paid time off, and more. Impactful Work: Ensure sound portfolio performance while safeguarding members and the Credit Union. Supportive Environment: Collaborate with a team that values your contributions and supports your professional growth. Growth Opportunities: Advance your career within a dynamic and rewarding industry. A Rewarding Career: Make a difference in the lives of members and the communities we serve. Opportunity Overview: As the Vice President of Service Center Operations, you'll lead and inspire our team in our Tell City, Indiana Service Center driving strategic initiatives, optimizing branch efficiency, and cultivating a culture of exceptional service. In this pivotal role, you will be at the forefront of our mission to deliver outstanding financial services while making a positive difference in the communities we serve. What You'll Do: Lead Branch Operations: Oversee day-to-day operations and ensure profitability while maintaining high standards of service and efficiency. Drive Growth: Identify market needs, develop innovative solutions, and expand our services to meet those needs and increase market share. Develop Talent: Mentor and inspire team members, helping them reach their highest potential and achieve our business objectives. Enhance Member Experience: Serve as a trusted advisor, deepen relationships with members, generate new memberships, and focus on delivering exceptional service. Optimize Resources: Manage branch resources effectively to enhance performance and achieve operational goals. Foster Collaboration: Work closely with other business units to align strategies, share insights, and drive collective success. Lead by Example: Ensure that all branch activities comply with regulations and internal policies and identify areas for improvement. Champion Community Engagement: Actively participate in community activities and initiatives to strengthen our local presence and impact. What We're Looking For: Education & Experience: A 2-4-year degree in Business or a related field, with 3-5 years of management experience in a retail or financial services setting. Lending experience is a must. Expertise: Strong understanding of financial products, services, and market trends. Proficiency in software systems related to Core, Lending, Budget, and Compliance. Skills: Excellent communication, sales, and service skills with a proven ability to lead, resolve conflicts, and drive results. Judgment & Problem-Solving: The ability to analyze complex situations, apply sound principles, and develop effective solutions. Hoosier Hills Credit Union is an Equal Employment Opportunity Employer. If you're a driven leader ready to make a meaningful impact and contribute to our continued success and growth, we invite you to apply! PM19 Compensation $63,851 - $95,777 per year Compensation details: 7 Hourly Wage PI940455ad217d-7652
Join Our Award-Winning Team as the Vice President of Service Center Operations! Forbes has recognized Hoosier Hills Credit Union as one of Indiana's Top Three Credit Unions again in 2025 , for the third consecutive year ! Are you a visionary leader with a passion for fostering growth and excellence? Do you have a track record of inspiring teams, achieving ambitious goals, and delivering outstanding results? If you're ready to make a meaningful impact on our members' lives and our community, we'd love to meet you! What We Offer: Competitive Salary: $63,851 - $95,777, commensurate with experience. Comprehensive Benefits Package: Health insurance, retirement plans, paid time off, and more. Impactful Work: Ensure sound portfolio performance while safeguarding members and the Credit Union. Supportive Environment: Collaborate with a team that values your contributions and supports your professional growth. Growth Opportunities: Advance your career within a dynamic and rewarding industry. A Rewarding Career: Make a difference in the lives of members and the communities we serve. Opportunity Overview: As the Vice President of Service Center Operations, you'll lead and inspire our team in our Paoli, Indiana Service Center driving strategic initiatives, optimizing branch efficiency, and cultivating a culture of exceptional service. In this pivotal role, you will be at the forefront of our mission to deliver outstanding financial services while making a positive difference in the communities we serve. What You'll Do: Lead Branch Operations: Oversee day-to-day operations and ensure profitability while maintaining high standards of service and efficiency. Drive Growth: Identify market needs, develop innovative solutions, and expand our services to meet those needs and increase market share. Develop Talent: Mentor and inspire team members, helping them reach their highest potential and achieve our business objectives. Enhance Member Experience: Serve as a trusted advisor, deepen relationships with members, generate new memberships, and focus on delivering exceptional service. Optimize Resources: Manage branch resources effectively to enhance performance and achieve operational goals. Foster Collaboration: Work closely with other business units to align strategies, share insights, and drive collective success. Lead by Example: Ensure that all branch activities comply with regulations and internal policies and identify areas for improvement. Champion Community Engagement: Actively participate in community activities and initiatives to strengthen our local presence and impact. What We're Looking For: Education & Experience: A 2-4-year degree in Business or a related field, with 3-5 years of management experience in a retail or financial services setting. Lending experience is a must. Expertise: Strong understanding of financial products, services, and market trends. Proficiency in software systems related to Core, Lending, Budget, and Compliance. Skills: Excellent communication, sales, and service skills with a proven ability to lead, resolve conflicts, and drive results. Judgment & Problem-Solving: The ability to analyze complex situations, apply sound principles, and develop effective solutions. Hoosier Hills Credit Union is an Equal Employment Opportunity Employer. If you're a driven leader ready to make a meaningful impact and contribute to our continued success and growth, we invite you to apply! PM19 Compensation $63,851 - $95,777 per year Compensation details: 7 Hourly Wage PIbb0888b2fd58-7651
10/23/2025
Full time
Join Our Award-Winning Team as the Vice President of Service Center Operations! Forbes has recognized Hoosier Hills Credit Union as one of Indiana's Top Three Credit Unions again in 2025 , for the third consecutive year ! Are you a visionary leader with a passion for fostering growth and excellence? Do you have a track record of inspiring teams, achieving ambitious goals, and delivering outstanding results? If you're ready to make a meaningful impact on our members' lives and our community, we'd love to meet you! What We Offer: Competitive Salary: $63,851 - $95,777, commensurate with experience. Comprehensive Benefits Package: Health insurance, retirement plans, paid time off, and more. Impactful Work: Ensure sound portfolio performance while safeguarding members and the Credit Union. Supportive Environment: Collaborate with a team that values your contributions and supports your professional growth. Growth Opportunities: Advance your career within a dynamic and rewarding industry. A Rewarding Career: Make a difference in the lives of members and the communities we serve. Opportunity Overview: As the Vice President of Service Center Operations, you'll lead and inspire our team in our Paoli, Indiana Service Center driving strategic initiatives, optimizing branch efficiency, and cultivating a culture of exceptional service. In this pivotal role, you will be at the forefront of our mission to deliver outstanding financial services while making a positive difference in the communities we serve. What You'll Do: Lead Branch Operations: Oversee day-to-day operations and ensure profitability while maintaining high standards of service and efficiency. Drive Growth: Identify market needs, develop innovative solutions, and expand our services to meet those needs and increase market share. Develop Talent: Mentor and inspire team members, helping them reach their highest potential and achieve our business objectives. Enhance Member Experience: Serve as a trusted advisor, deepen relationships with members, generate new memberships, and focus on delivering exceptional service. Optimize Resources: Manage branch resources effectively to enhance performance and achieve operational goals. Foster Collaboration: Work closely with other business units to align strategies, share insights, and drive collective success. Lead by Example: Ensure that all branch activities comply with regulations and internal policies and identify areas for improvement. Champion Community Engagement: Actively participate in community activities and initiatives to strengthen our local presence and impact. What We're Looking For: Education & Experience: A 2-4-year degree in Business or a related field, with 3-5 years of management experience in a retail or financial services setting. Lending experience is a must. Expertise: Strong understanding of financial products, services, and market trends. Proficiency in software systems related to Core, Lending, Budget, and Compliance. Skills: Excellent communication, sales, and service skills with a proven ability to lead, resolve conflicts, and drive results. Judgment & Problem-Solving: The ability to analyze complex situations, apply sound principles, and develop effective solutions. Hoosier Hills Credit Union is an Equal Employment Opportunity Employer. If you're a driven leader ready to make a meaningful impact and contribute to our continued success and growth, we invite you to apply! PM19 Compensation $63,851 - $95,777 per year Compensation details: 7 Hourly Wage PIbb0888b2fd58-7651
