Vice President, Fiduciary I At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Vice President, Fiduciary I to join our Wealth Management team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY as trustee. Coordinates the strategic plan for managing and growing existing client relationships, with a focus on risk management. Must understand how to interpret governing trust documents particular to each relationship, and work with internal partners and external advisors. Will meet with clients, co-trustees and beneficiaries to ensure BNY is adhering to the highest fiduciary standards as trust advisor to multi-generational families. Will be expected to assess, identify and escalate/address risk-related issues. Orchestrate the varied administrative tasks through the support of the Wealth Management team. May assist a more senior Fiduciary Specialist on complex accounts to gain breadth/depth of knowledge. In some instances, this role may be focused on Estate settlements. Specific knowledge as to the settlement of estates and probates will be required. Administer charitable accounts in which specific knowledge will be required pertaining to the policies and procedures of those accounts. Full knowledge of policies and procedures are essential to the Specialist role. Independently evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable. Serves in a consultative role to prospects, advising UHNW and HNW parties on the best way to achieve their short- and long- term strategic objectives through the firm's solutions. Pursues clients and centers of influence with complex strategic needs and responsible for generating new revenue by way of increased flows and future fees. Frequent and regular/scheduled interaction with clients, including in-person client meetings. Serves as clients' primary point of contact and are responsible for ensuring that all of WM's resources are provided to clients in the Active Wealth framework. Subject matter expert on all fiduciary topics which impacts clients and have in-depth knowledge of WM's fiduciary practices, policies and procedures. Client-focused work includes administration and planning projects as requested by the client, peer Fiduciary Specialists or Active Wealth strategic opportunities. Client activity may include the general administration of the processing of discretionary and non-discretionary request approvals, general account maintenance approvals, with regard to proxy and statement reporting, and other proprietary system maintenance associated with client records. Demonstrates a business development orientation and mindset and has annual self-sourced asset goals and are expected to leverage existing client and COI relationships by consistently and systematically asking for referrals from clients and COIs, in order to generate self-sourced asset inflows, both IM and banking, and future fee appointments. Work with teams on opportunities sourced by other functional team members. Responsible for achievement and support of organic growth of assets and revenue goals assigned to team and practice. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred or equivalent work experience. 6+ years of experience in fiduciary administration, including fiduciary taxation, and have managed large client relationships. The qualified candidate must be self-motivated and possess very strong interpersonal communication and presentation skills, as well as excellent written and verbal communication skills as this position deals directly with key clients, prospects as well as legal, tax and insurance advisors. CTFA, CFP strongly preferred. Complimentary professional designations a plus. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
07/15/2026
Full time
Vice President, Fiduciary I At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Vice President, Fiduciary I to join our Wealth Management team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY as trustee. Coordinates the strategic plan for managing and growing existing client relationships, with a focus on risk management. Must understand how to interpret governing trust documents particular to each relationship, and work with internal partners and external advisors. Will meet with clients, co-trustees and beneficiaries to ensure BNY is adhering to the highest fiduciary standards as trust advisor to multi-generational families. Will be expected to assess, identify and escalate/address risk-related issues. Orchestrate the varied administrative tasks through the support of the Wealth Management team. May assist a more senior Fiduciary Specialist on complex accounts to gain breadth/depth of knowledge. In some instances, this role may be focused on Estate settlements. Specific knowledge as to the settlement of estates and probates will be required. Administer charitable accounts in which specific knowledge will be required pertaining to the policies and procedures of those accounts. Full knowledge of policies and procedures are essential to the Specialist role. Independently evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable. Serves in a consultative role to prospects, advising UHNW and HNW parties on the best way to achieve their short- and long- term strategic objectives through the firm's solutions. Pursues clients and centers of influence with complex strategic needs and responsible for generating new revenue by way of increased flows and future fees. Frequent and regular/scheduled interaction with clients, including in-person client meetings. Serves as clients' primary point of contact and are responsible for ensuring that all of WM's resources are provided to clients in the Active Wealth framework. Subject matter expert on all fiduciary topics which impacts clients and have in-depth knowledge of WM's fiduciary practices, policies and procedures. Client-focused work includes administration and planning projects as requested by the client, peer Fiduciary Specialists or Active Wealth strategic opportunities. Client activity may include the general administration of the processing of discretionary and non-discretionary request approvals, general account maintenance approvals, with regard to proxy and statement reporting, and other proprietary system maintenance associated with client records. Demonstrates a business development orientation and mindset and has annual self-sourced asset goals and are expected to leverage existing client and COI relationships by consistently and systematically asking for referrals from clients and COIs, in order to generate self-sourced asset inflows, both IM and banking, and future fee appointments. Work with teams on opportunities sourced by other functional team members. Responsible for achievement and support of organic growth of assets and revenue goals assigned to team and practice. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred or equivalent work experience. 6+ years of experience in fiduciary administration, including fiduciary taxation, and have managed large client relationships. The qualified candidate must be self-motivated and possess very strong interpersonal communication and presentation skills, as well as excellent written and verbal communication skills as this position deals directly with key clients, prospects as well as legal, tax and insurance advisors. CTFA, CFP strongly preferred. Complimentary professional designations a plus. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Head of Balance Sheet Risk Full-Time Boston, MA or Springfield, MA The Opportunity This is an opportunity for an exceptional, highly motivated, collaborative risk leader to join MassMutual's Capital and Investment Risk Management team (within Enterprise Risk Management) and influence the management of risks associated with investment decisions and the use of capital. You will provide centralized, second-line accountability for market, liquidity, and capital risks, partnering closely with Investment Management and Finance to evaluate trade-offs and influence balance sheet decisions, consistent with MassMutual's risk appetite and enterprise ALM objectives. As a member of the Capital & Investment Risk leadership team, you will help shape the team's operating effectiveness by aligning on priorities, coordinating work across peers, and evolving processes. You will also support the Head of Capital & Investment Risk with thought leadership and strategic input. The Team The Capital & Investment Risk team works closely with the Investment Management and Finance divisions to deliver insights and influence decisions regarding MassMutual's investment risk-taking and use of capital, in support of MassMutual's long-term financial strength and strategic objectives. The team brings together a diverse group of experts across capital markets, risk management, actuarial, and quantitative disciplines that work together to deliver analysis and recommendations related to the management of credit, market, liquidity and capital risk, consistent with the enterprise risk appetite framework for which the team is also responsible. The team continues to be successful in driving improvements in tools, technology and processes, for more consistent risk analysis and reporting, and enabling greater opportunities for scale and efficiency within ERM and with stakeholders in Investment Management and Finance. The Impact You will ensure MassMutual's market, liquidity, and capital risks are effectively managed, through robust risk management controls and frameworks aligned to our life insurance and annuity liabilities, evolving business strategy and operating environment. You will serve as ERM's focal point for integrating market, liquidity, capital, and asset allocation risk perspectives into a single, decision relevant enterprise ALM view. You will achieve this by working with stakeholders in Investment Management and Finance organizations to ensure that balance sheet trade offs across capital, liquidity, earnings, and risk are explicitly assessed, governed, and escalated through consistent frameworks. Working closely with the Head of Credit Risk, you will also ensure that analytical and risk management processes and deliverables within the Capital & Investment Risk team are connected and scaled for maximum impact and efficiency. This role will initially focus on unifying existing market, liquidity, and capital risk capabilities within ERM, with further operating model evolution expected as enterprise ALM governance, data, and modeling capabilities mature. Success in this role is driven by strong collaboration across Capital & Investment Risk Management, ERM, Investment Management and Finance including the ability to lead teams, enable clear communication, and align stakeholders in a matrixed environment. Notable responsibilities include: Second-line risk oversight: Accountable for second-line oversight of market, liquidity, and capital risk frameworks and execution, partnering with Investment Management and Finance to ensure risks are well mitigated with frameworks, processes and controls current and fit-for-purpose. Deliver independent review and challenge of first-line activities, ensuring alignment to approved risk appetite, enterprise ALM objectives, and governance expectations. Asset allocation: Provide enterprise and product-level risk perspectives on asset allocation trade-offs, incorporating inputs from Credit Risk Management on sector, issuer, and portfolio credit risks, helping ensure allocation limits are appropriate to the liabilities and provide a risk/return balance within aggregate risk appetite. Review investment guidelines and limits for reasonableness and recommend alternatives as needed. Liquidity: Oversee Treasury-led liquidity risk management to maintain a robust, enterprise approach that reflects product cash-flow dynamics, stress behavior under adverse market conditions, and interactions with capital and funding strategies. Risk appetite: Own and evolve MassMutual's multi-lens risk appetite framework, including financial risk methodologies and metrics, analysis and reporting (integrating inputs from Credit Risk Management and other stakeholders), escalation of concerns; partner with first-line stakeholders to assess risk/return trade-offs under stress and tail scenarios and recommend actions (e.g., macroeconomic tail hedges) as needed Economic capital: Oversee the use of economic capital and value metrics within the risk appetite and ALM frameworks, including economic capital methodologies, analysis and review of results, Partner closely with Finance and Investment Management to expand and further embed these metrics in decision-making. Stress and scenario testing: In partnership with the Head of Credit Risk, ensure the Capital & Investment Risk team maintains a robust approach to the development, maintenance and application of stress scenarios to provide insights into potential tail exposures impacting MassMutual's financial strength, and to support holistic evaluation of risk/reward tradeoffs of risk management alternatives. Modeling process evolution: Collaborate with the Chief Actuary, Treasurer, Investment Management, and other stakeholders to define the future state vision and roadmap for capital and liquidity stress modeling across risk appetite, economic capital, and enterprise stress and scenario analysis; partner with Credit Risk Management, which owns credit risk modeling methodologies and tools; in the near term, oversee current production processes while evolving roles, governance, and ways of working. Strategic planning: Support Head of Capital & Investment Risk in providing independent risk assessment and challenge of significant capital transactions, strategic investments, and M&A activities, with emphasis on impacts to capital adequacy, liquidity resilience, balance sheet risk appetite, and rating agency considerations. Leadership: Lead a team of 13 capital markets, risk, and actuarial professionals; scope out and lead complex projects, often in a matrixed setting across multiple functions applying change management, influencing, and communication skills Executive presence: Present risk analysis, insights, and recommendations to the Investment Oversight Committee, Enterprise Risk Committee and other senior forums. Talent and culture: Attract, develop and retain top talent; build skills and career paths aligned to the evolving operating model; foster collaboration across risk disciplines; and manage key-person risk through delegation, coaching, and succession planning. Success in this role is driven by the ability to: Inspire and motivate ERM colleagues to deliver on the function's key priorities Quickly establish credibility with a wide range of stakeholders Proactively collaborate with other teams in ERM as well as in the business lines Lead as a player/coach: deliver results personally and coach others to succeed. Inform and influence others appropriately, clearly and on a timely basis Adapt and thrive in complex, uncertain and changing situations Listen actively, and challenge yourself and others to think about all angles of the issue Rapidly build knowledge in unfamiliar topics and apply it to the work. Demonstrate curiosity across a broad range of business issues. The Minimum Qualifications 15+ years of relevant work experience working in investment risk management (insurance company focus) A Bachelors degree in Financial Engineering, Mathematics, Actuarial Science, Physics, Engineering, Finance or similar quantitative discipline Demonstrated experience operating as a second line risk leader influencing senior decision makers in a matrixed environment Extensive experience in quantitative market, credit and asset allocation modeling Experience performing detailed analysis of risks associated with different asset classes including private credit and structured assets Experience in applying economic value and capital frameworks to drive strategic decisions within an insurance company Previous experience working on liability driven investing projects within an insurance company Knowledge and experience working with derivatives and hedging risk management Understanding and experience of the life insurance industry Well established record of project management Success working in collaborative team environment with matrix management Strong executive communication and presentation skills Ability to work independently and take initiative The Ideal Qualifications Deep investment risk expertise within the insurance industry, including a clear understanding of market and liquidity risk frameworks, taxonomy and related risk management techniques and tools Experience in executing or overseeing asset allocation and ALM processes Capital markets experience . click apply for full job details
07/14/2026
Full time
Head of Balance Sheet Risk Full-Time Boston, MA or Springfield, MA The Opportunity This is an opportunity for an exceptional, highly motivated, collaborative risk leader to join MassMutual's Capital and Investment Risk Management team (within Enterprise Risk Management) and influence the management of risks associated with investment decisions and the use of capital. You will provide centralized, second-line accountability for market, liquidity, and capital risks, partnering closely with Investment Management and Finance to evaluate trade-offs and influence balance sheet decisions, consistent with MassMutual's risk appetite and enterprise ALM objectives. As a member of the Capital & Investment Risk leadership team, you will help shape the team's operating effectiveness by aligning on priorities, coordinating work across peers, and evolving processes. You will also support the Head of Capital & Investment Risk with thought leadership and strategic input. The Team The Capital & Investment Risk team works closely with the Investment Management and Finance divisions to deliver insights and influence decisions regarding MassMutual's investment risk-taking and use of capital, in support of MassMutual's long-term financial strength and strategic objectives. The team brings together a diverse group of experts across capital markets, risk management, actuarial, and quantitative disciplines that work together to deliver analysis and recommendations related to the management of credit, market, liquidity and capital risk, consistent with the enterprise risk appetite framework for which the team is also responsible. The team continues to be successful in driving improvements in tools, technology and processes, for more consistent risk analysis and reporting, and enabling greater opportunities for scale and efficiency within ERM and with stakeholders in Investment Management and Finance. The Impact You will ensure MassMutual's market, liquidity, and capital risks are effectively managed, through robust risk management controls and frameworks aligned to our life insurance and annuity liabilities, evolving business strategy and operating environment. You will serve as ERM's focal point for integrating market, liquidity, capital, and asset allocation risk perspectives into a single, decision relevant enterprise ALM view. You will achieve this by working with stakeholders in Investment Management and Finance organizations to ensure that balance sheet trade offs across capital, liquidity, earnings, and risk are explicitly assessed, governed, and escalated through consistent frameworks. Working closely with the Head of Credit Risk, you will also ensure that analytical and risk management processes and deliverables within the Capital & Investment Risk team are connected and scaled for maximum impact and efficiency. This role will initially focus on unifying existing market, liquidity, and capital risk capabilities within ERM, with further operating model evolution expected as enterprise ALM governance, data, and modeling capabilities mature. Success in this role is driven by strong collaboration across Capital & Investment Risk Management, ERM, Investment Management and Finance including the ability to lead teams, enable clear communication, and align stakeholders in a matrixed environment. Notable responsibilities include: Second-line risk oversight: Accountable for second-line oversight of market, liquidity, and capital risk frameworks and execution, partnering with Investment Management and Finance to ensure risks are well mitigated with frameworks, processes and controls current and fit-for-purpose. Deliver independent review and challenge of first-line activities, ensuring alignment to approved risk appetite, enterprise ALM objectives, and governance expectations. Asset allocation: Provide enterprise and product-level risk perspectives on asset allocation trade-offs, incorporating inputs from Credit Risk Management on sector, issuer, and portfolio credit risks, helping ensure allocation limits are appropriate to the liabilities and provide a risk/return balance within aggregate risk appetite. Review investment guidelines and limits for reasonableness and recommend alternatives as needed. Liquidity: Oversee Treasury-led liquidity risk management to maintain a robust, enterprise approach that reflects product cash-flow dynamics, stress behavior under adverse market conditions, and interactions with capital and funding strategies. Risk appetite: Own and evolve MassMutual's multi-lens risk appetite framework, including financial risk methodologies and metrics, analysis and reporting (integrating inputs from Credit Risk Management and other stakeholders), escalation of concerns; partner with first-line stakeholders to assess risk/return trade-offs under stress and tail scenarios and recommend actions (e.g., macroeconomic tail hedges) as needed Economic capital: Oversee the use of economic capital and value metrics within the risk appetite and ALM frameworks, including economic capital methodologies, analysis and review of results, Partner closely with Finance and Investment Management to expand and further embed these metrics in decision-making. Stress and scenario testing: In partnership with the Head of Credit Risk, ensure the Capital & Investment Risk team maintains a robust approach to the development, maintenance and application of stress scenarios to provide insights into potential tail exposures impacting MassMutual's financial strength, and to support holistic evaluation of risk/reward tradeoffs of risk management alternatives. Modeling process evolution: Collaborate with the Chief Actuary, Treasurer, Investment Management, and other stakeholders to define the future state vision and roadmap for capital and liquidity stress modeling across risk appetite, economic capital, and enterprise stress and scenario analysis; partner with Credit Risk Management, which owns credit risk modeling methodologies and tools; in the near term, oversee current production processes while evolving roles, governance, and ways of working. Strategic planning: Support Head of Capital & Investment Risk in providing independent risk assessment and challenge of significant capital transactions, strategic investments, and M&A activities, with emphasis on impacts to capital adequacy, liquidity resilience, balance sheet risk appetite, and rating agency considerations. Leadership: Lead a team of 13 capital markets, risk, and actuarial professionals; scope out and lead complex projects, often in a matrixed setting across multiple functions applying change management, influencing, and communication skills Executive presence: Present risk analysis, insights, and recommendations to the Investment Oversight Committee, Enterprise Risk Committee and other senior forums. Talent and culture: Attract, develop and retain top talent; build skills and career paths aligned to the evolving operating model; foster collaboration across risk disciplines; and manage key-person risk through delegation, coaching, and succession planning. Success in this role is driven by the ability to: Inspire and motivate ERM colleagues to deliver on the function's key priorities Quickly establish credibility with a wide range of stakeholders Proactively collaborate with other teams in ERM as well as in the business lines Lead as a player/coach: deliver results personally and coach others to succeed. Inform and influence others appropriately, clearly and on a timely basis Adapt and thrive in complex, uncertain and changing situations Listen actively, and challenge yourself and others to think about all angles of the issue Rapidly build knowledge in unfamiliar topics and apply it to the work. Demonstrate curiosity across a broad range of business issues. The Minimum Qualifications 15+ years of relevant work experience working in investment risk management (insurance company focus) A Bachelors degree in Financial Engineering, Mathematics, Actuarial Science, Physics, Engineering, Finance or similar quantitative discipline Demonstrated experience operating as a second line risk leader influencing senior decision makers in a matrixed environment Extensive experience in quantitative market, credit and asset allocation modeling Experience performing detailed analysis of risks associated with different asset classes including private credit and structured assets Experience in applying economic value and capital frameworks to drive strategic decisions within an insurance company Previous experience working on liability driven investing projects within an insurance company Knowledge and experience working with derivatives and hedging risk management Understanding and experience of the life insurance industry Well established record of project management Success working in collaborative team environment with matrix management Strong executive communication and presentation skills Ability to work independently and take initiative The Ideal Qualifications Deep investment risk expertise within the insurance industry, including a clear understanding of market and liquidity risk frameworks, taxonomy and related risk management techniques and tools Experience in executing or overseeing asset allocation and ALM processes Capital markets experience . click apply for full job details
Head of Balance Sheet Risk Full-Time Boston, MA or Springfield, MA The Opportunity This is an opportunity for an exceptional, highly motivated, collaborative risk leader to join MassMutual's Capital and Investment Risk Management team (within Enterprise Risk Management) and influence the management of risks associated with investment decisions and the use of capital. You will provide centralized, second-line accountability for market, liquidity, and capital risks, partnering closely with Investment Management and Finance to evaluate trade-offs and influence balance sheet decisions, consistent with MassMutual's risk appetite and enterprise ALM objectives. As a member of the Capital & Investment Risk leadership team, you will help shape the team's operating effectiveness by aligning on priorities, coordinating work across peers, and evolving processes. You will also support the Head of Capital & Investment Risk with thought leadership and strategic input. The Team The Capital & Investment Risk team works closely with the Investment Management and Finance divisions to deliver insights and influence decisions regarding MassMutual's investment risk-taking and use of capital, in support of MassMutual's long-term financial strength and strategic objectives. The team brings together a diverse group of experts across capital markets, risk management, actuarial, and quantitative disciplines that work together to deliver analysis and recommendations related to the management of credit, market, liquidity and capital risk, consistent with the enterprise risk appetite framework for which the team is also responsible. The team continues to be successful in driving improvements in tools, technology and processes, for more consistent risk analysis and reporting, and enabling greater opportunities for scale and efficiency within ERM and with stakeholders in Investment Management and Finance. The Impact You will ensure MassMutual's market, liquidity, and capital risks are effectively managed, through robust risk management controls and frameworks aligned to our life insurance and annuity liabilities, evolving business strategy and operating environment. You will serve as ERM's focal point for integrating market, liquidity, capital, and asset allocation risk perspectives into a single, decision relevant enterprise ALM view. You will achieve this by working with stakeholders in Investment Management and Finance organizations to ensure that balance sheet trade offs across capital, liquidity, earnings, and risk are explicitly assessed, governed, and escalated through consistent frameworks. Working closely with the Head of Credit Risk, you will also ensure that analytical and risk management processes and deliverables within the Capital & Investment Risk team are connected and scaled for maximum impact and efficiency. This role will initially focus on unifying existing market, liquidity, and capital risk capabilities within ERM, with further operating model evolution expected as enterprise ALM governance, data, and modeling capabilities mature. Success in this role is driven by strong collaboration across Capital & Investment Risk Management, ERM, Investment Management and Finance including the ability to lead teams, enable clear communication, and align stakeholders in a matrixed environment. Notable responsibilities include: Second-line risk oversight: Accountable for second-line oversight of market, liquidity, and capital risk frameworks and execution, partnering with Investment Management and Finance to ensure risks are well mitigated with frameworks, processes and controls current and fit-for-purpose. Deliver independent review and challenge of first-line activities, ensuring alignment to approved risk appetite, enterprise ALM objectives, and governance expectations. Asset allocation: Provide enterprise and product-level risk perspectives on asset allocation trade-offs, incorporating inputs from Credit Risk Management on sector, issuer, and portfolio credit risks, helping ensure allocation limits are appropriate to the liabilities and provide a risk/return balance within aggregate risk appetite. Review investment guidelines and limits for reasonableness and recommend alternatives as needed. Liquidity: Oversee Treasury-led liquidity risk management to maintain a robust, enterprise approach that reflects product cash-flow dynamics, stress behavior under adverse market conditions, and interactions with capital and funding strategies. Risk appetite: Own and evolve MassMutual's multi-lens risk appetite framework, including financial risk methodologies and metrics, analysis and reporting (integrating inputs from Credit Risk Management and other stakeholders), escalation of concerns; partner with first-line stakeholders to assess risk/return trade-offs under stress and tail scenarios and recommend actions (e.g., macroeconomic tail hedges) as needed Economic capital: Oversee the use of economic capital and value metrics within the risk appetite and ALM frameworks, including economic capital methodologies, analysis and review of results, Partner closely with Finance and Investment Management to expand and further embed these metrics in decision-making. Stress and scenario testing: In partnership with the Head of Credit Risk, ensure the Capital & Investment Risk team maintains a robust approach to the development, maintenance and application of stress scenarios to provide insights into potential tail exposures impacting MassMutual's financial strength, and to support holistic evaluation of risk/reward tradeoffs of risk management alternatives. Modeling process evolution: Collaborate with the Chief Actuary, Treasurer, Investment Management, and other stakeholders to define the future state vision and roadmap for capital and liquidity stress modeling across risk appetite, economic capital, and enterprise stress and scenario analysis; partner with Credit Risk Management, which owns credit risk modeling methodologies and tools; in the near term, oversee current production processes while evolving roles, governance, and ways of working. Strategic planning: Support Head of Capital & Investment Risk in providing independent risk assessment and challenge of significant capital transactions, strategic investments, and M&A activities, with emphasis on impacts to capital adequacy, liquidity resilience, balance sheet risk appetite, and rating agency considerations. Leadership: Lead a team of 13 capital markets, risk, and actuarial professionals; scope out and lead complex projects, often in a matrixed setting across multiple functions applying change management, influencing, and communication skills Executive presence: Present risk analysis, insights, and recommendations to the Investment Oversight Committee, Enterprise Risk Committee and other senior forums. Talent and culture: Attract, develop and retain top talent; build skills and career paths aligned to the evolving operating model; foster collaboration across risk disciplines; and manage key-person risk through delegation, coaching, and succession planning. Success in this role is driven by the ability to: Inspire and motivate ERM colleagues to deliver on the function's key priorities Quickly establish credibility with a wide range of stakeholders Proactively collaborate with other teams in ERM as well as in the business lines Lead as a player/coach: deliver results personally and coach others to succeed. Inform and influence others appropriately, clearly and on a timely basis Adapt and thrive in complex, uncertain and changing situations Listen actively, and challenge yourself and others to think about all angles of the issue Rapidly build knowledge in unfamiliar topics and apply it to the work. Demonstrate curiosity across a broad range of business issues. The Minimum Qualifications 15+ years of relevant work experience working in investment risk management (insurance company focus) A Bachelors degree in Financial Engineering, Mathematics, Actuarial Science, Physics, Engineering, Finance or similar quantitative discipline Demonstrated experience operating as a second line risk leader influencing senior decision makers in a matrixed environment Extensive experience in quantitative market, credit and asset allocation modeling Experience performing detailed analysis of risks associated with different asset classes including private credit and structured assets Experience in applying economic value and capital frameworks to drive strategic decisions within an insurance company Previous experience working on liability driven investing projects within an insurance company Knowledge and experience working with derivatives and hedging risk management Understanding and experience of the life insurance industry Well established record of project management Success working in collaborative team environment with matrix management Strong executive communication and presentation skills Ability to work independently and take initiative The Ideal Qualifications Deep investment risk expertise within the insurance industry, including a clear understanding of market and liquidity risk frameworks, taxonomy and related risk management techniques and tools Experience in executing or overseeing asset allocation and ALM processes Capital markets experience . click apply for full job details
07/14/2026
Full time
Head of Balance Sheet Risk Full-Time Boston, MA or Springfield, MA The Opportunity This is an opportunity for an exceptional, highly motivated, collaborative risk leader to join MassMutual's Capital and Investment Risk Management team (within Enterprise Risk Management) and influence the management of risks associated with investment decisions and the use of capital. You will provide centralized, second-line accountability for market, liquidity, and capital risks, partnering closely with Investment Management and Finance to evaluate trade-offs and influence balance sheet decisions, consistent with MassMutual's risk appetite and enterprise ALM objectives. As a member of the Capital & Investment Risk leadership team, you will help shape the team's operating effectiveness by aligning on priorities, coordinating work across peers, and evolving processes. You will also support the Head of Capital & Investment Risk with thought leadership and strategic input. The Team The Capital & Investment Risk team works closely with the Investment Management and Finance divisions to deliver insights and influence decisions regarding MassMutual's investment risk-taking and use of capital, in support of MassMutual's long-term financial strength and strategic objectives. The team brings together a diverse group of experts across capital markets, risk management, actuarial, and quantitative disciplines that work together to deliver analysis and recommendations related to the management of credit, market, liquidity and capital risk, consistent with the enterprise risk appetite framework for which the team is also responsible. The team continues to be successful in driving improvements in tools, technology and processes, for more consistent risk analysis and reporting, and enabling greater opportunities for scale and efficiency within ERM and with stakeholders in Investment Management and Finance. The Impact You will ensure MassMutual's market, liquidity, and capital risks are effectively managed, through robust risk management controls and frameworks aligned to our life insurance and annuity liabilities, evolving business strategy and operating environment. You will serve as ERM's focal point for integrating market, liquidity, capital, and asset allocation risk perspectives into a single, decision relevant enterprise ALM view. You will achieve this by working with stakeholders in Investment Management and Finance organizations to ensure that balance sheet trade offs across capital, liquidity, earnings, and risk are explicitly assessed, governed, and escalated through consistent frameworks. Working closely with the Head of Credit Risk, you will also ensure that analytical and risk management processes and deliverables within the Capital & Investment Risk team are connected and scaled for maximum impact and efficiency. This role will initially focus on unifying existing market, liquidity, and capital risk capabilities within ERM, with further operating model evolution expected as enterprise ALM governance, data, and modeling capabilities mature. Success in this role is driven by strong collaboration across Capital & Investment Risk Management, ERM, Investment Management and Finance including the ability to lead teams, enable clear communication, and align stakeholders in a matrixed environment. Notable responsibilities include: Second-line risk oversight: Accountable for second-line oversight of market, liquidity, and capital risk frameworks and execution, partnering with Investment Management and Finance to ensure risks are well mitigated with frameworks, processes and controls current and fit-for-purpose. Deliver independent review and challenge of first-line activities, ensuring alignment to approved risk appetite, enterprise ALM objectives, and governance expectations. Asset allocation: Provide enterprise and product-level risk perspectives on asset allocation trade-offs, incorporating inputs from Credit Risk Management on sector, issuer, and portfolio credit risks, helping ensure allocation limits are appropriate to the liabilities and provide a risk/return balance within aggregate risk appetite. Review investment guidelines and limits for reasonableness and recommend alternatives as needed. Liquidity: Oversee Treasury-led liquidity risk management to maintain a robust, enterprise approach that reflects product cash-flow dynamics, stress behavior under adverse market conditions, and interactions with capital and funding strategies. Risk appetite: Own and evolve MassMutual's multi-lens risk appetite framework, including financial risk methodologies and metrics, analysis and reporting (integrating inputs from Credit Risk Management and other stakeholders), escalation of concerns; partner with first-line stakeholders to assess risk/return trade-offs under stress and tail scenarios and recommend actions (e.g., macroeconomic tail hedges) as needed Economic capital: Oversee the use of economic capital and value metrics within the risk appetite and ALM frameworks, including economic capital methodologies, analysis and review of results, Partner closely with Finance and Investment Management to expand and further embed these metrics in decision-making. Stress and scenario testing: In partnership with the Head of Credit Risk, ensure the Capital & Investment Risk team maintains a robust approach to the development, maintenance and application of stress scenarios to provide insights into potential tail exposures impacting MassMutual's financial strength, and to support holistic evaluation of risk/reward tradeoffs of risk management alternatives. Modeling process evolution: Collaborate with the Chief Actuary, Treasurer, Investment Management, and other stakeholders to define the future state vision and roadmap for capital and liquidity stress modeling across risk appetite, economic capital, and enterprise stress and scenario analysis; partner with Credit Risk Management, which owns credit risk modeling methodologies and tools; in the near term, oversee current production processes while evolving roles, governance, and ways of working. Strategic planning: Support Head of Capital & Investment Risk in providing independent risk assessment and challenge of significant capital transactions, strategic investments, and M&A activities, with emphasis on impacts to capital adequacy, liquidity resilience, balance sheet risk appetite, and rating agency considerations. Leadership: Lead a team of 13 capital markets, risk, and actuarial professionals; scope out and lead complex projects, often in a matrixed setting across multiple functions applying change management, influencing, and communication skills Executive presence: Present risk analysis, insights, and recommendations to the Investment Oversight Committee, Enterprise Risk Committee and other senior forums. Talent and culture: Attract, develop and retain top talent; build skills and career paths aligned to the evolving operating model; foster collaboration across risk disciplines; and manage key-person risk through delegation, coaching, and succession planning. Success in this role is driven by the ability to: Inspire and motivate ERM colleagues to deliver on the function's key priorities Quickly establish credibility with a wide range of stakeholders Proactively collaborate with other teams in ERM as well as in the business lines Lead as a player/coach: deliver results personally and coach others to succeed. Inform and influence others appropriately, clearly and on a timely basis Adapt and thrive in complex, uncertain and changing situations Listen actively, and challenge yourself and others to think about all angles of the issue Rapidly build knowledge in unfamiliar topics and apply it to the work. Demonstrate curiosity across a broad range of business issues. The Minimum Qualifications 15+ years of relevant work experience working in investment risk management (insurance company focus) A Bachelors degree in Financial Engineering, Mathematics, Actuarial Science, Physics, Engineering, Finance or similar quantitative discipline Demonstrated experience operating as a second line risk leader influencing senior decision makers in a matrixed environment Extensive experience in quantitative market, credit and asset allocation modeling Experience performing detailed analysis of risks associated with different asset classes including private credit and structured assets Experience in applying economic value and capital frameworks to drive strategic decisions within an insurance company Previous experience working on liability driven investing projects within an insurance company Knowledge and experience working with derivatives and hedging risk management Understanding and experience of the life insurance industry Well established record of project management Success working in collaborative team environment with matrix management Strong executive communication and presentation skills Ability to work independently and take initiative The Ideal Qualifications Deep investment risk expertise within the insurance industry, including a clear understanding of market and liquidity risk frameworks, taxonomy and related risk management techniques and tools Experience in executing or overseeing asset allocation and ALM processes Capital markets experience . click apply for full job details
Position Title: Senior Trust Officer Locations: Tarrytown_NY Time Type: Full time Req ID: JR1352-Tarrytown_NY At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $106,250 - $177,050 annually Position Summary The Senior Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to build a network of centers of influence. The Senior Trust Officer is responsible for assuring compliance with all Bank policies and procedures, as well as applicable regulations. This position is a leadership role. Primary Accountabilities People Manages a team of professionals in a customer-centric culture to excel in a fast-paced environment. Coaches, develops, and conducts performance management activities with direct and indirect reports. Identifies high-potential employees for advanced training and development opportunities. Effectively manages poor performers. May supervise a team of Trust Officers, Trust Administrators or Client Associates. Mentors Trust Officers and Trust Administrators Client Engagement Performs responsibilities related to creating and administering personal trusts, investment agency, IRA (Individual Retirement Accounts) and guardianship accounts, serving as the primary contact for customers. Conducts comprehensive assessment with current and potential customers and provides on-going advice and counsel tailored to clients' financial goals. Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations. Meets with clients to ascertain their needs; also works with clients' families, beneficiaries, accountants, and/or attorneys. Proactively reaches out to high value prospects and clients to market trust and investment management services. Cultivates business relationships with centers of influence to expand clientele. Manages documentation of all sales activities to establish a record for performance tracking, facilitating targeted analysis for future sales initiatives. Develops and maintains a referral network of internal and external sources for additional sales opportunities. Maintains contact with existing clients, beneficiaries, and referral sources to identify and pursue additional sales opportunities. Identifies and refers business to other areas within the Bank as appropriate. Stays abreast of developments in probate and fiduciary law, actively pursuing professional development opportunities. Strictly adheres to compliance and operational risk controls in accordance with Bank and regulatory standards. Works with outside legal counsel and other professionals to help establish legal and regulatory compliance in the administration of personal trusts, investment agency, IRA and guardianship accounts. Other Represents the Bank in community organizations and activities to enhance the Bank's image. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. Attend a conference at least annually to sharpen skills and bring back learning tools for the team. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's degree, with advanced degree JD or MBA preferred. CFP (Certified Financial Planner) or CTFA (Certified Trust and Fiduciary Advisor) certification required, if not holding a JD. 10+ years experience in financial services, preferably in a bank trust environment or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience. Minimum of 3 years of experience leading teams with demonstrated success coaching and motivating team members. Serves as a subject matter expert in Estate Planning, Supplemental Needs Trusts, Charitable Planning and/or Estate Administration. Expertise in the areas of financial planning and estate planning techniques. Knowledge of investment products. Demonstrated success working in team environment. Ability to meet time constraints without constant supervision. Sales oriented, friendly and persuasive personality. Professionalism and courtesy in dealing with customers and colleagues. Excellent oral, written, and interpersonal communication skills with the ability to instruct others, interpret documents, and write reports and correspondence. Excellent organizational and time management skills. Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 50 Yearly Salary PI74e1e7ea25ff-8180
07/12/2026
Full time
Position Title: Senior Trust Officer Locations: Tarrytown_NY Time Type: Full time Req ID: JR1352-Tarrytown_NY At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $106,250 - $177,050 annually Position Summary The Senior Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to build a network of centers of influence. The Senior Trust Officer is responsible for assuring compliance with all Bank policies and procedures, as well as applicable regulations. This position is a leadership role. Primary Accountabilities People Manages a team of professionals in a customer-centric culture to excel in a fast-paced environment. Coaches, develops, and conducts performance management activities with direct and indirect reports. Identifies high-potential employees for advanced training and development opportunities. Effectively manages poor performers. May supervise a team of Trust Officers, Trust Administrators or Client Associates. Mentors Trust Officers and Trust Administrators Client Engagement Performs responsibilities related to creating and administering personal trusts, investment agency, IRA (Individual Retirement Accounts) and guardianship accounts, serving as the primary contact for customers. Conducts comprehensive assessment with current and potential customers and provides on-going advice and counsel tailored to clients' financial goals. Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations. Meets with clients to ascertain their needs; also works with clients' families, beneficiaries, accountants, and/or attorneys. Proactively reaches out to high value prospects and clients to market trust and investment management services. Cultivates business relationships with centers of influence to expand clientele. Manages documentation of all sales activities to establish a record for performance tracking, facilitating targeted analysis for future sales initiatives. Develops and maintains a referral network of internal and external sources for additional sales opportunities. Maintains contact with existing clients, beneficiaries, and referral sources to identify and pursue additional sales opportunities. Identifies and refers business to other areas within the Bank as appropriate. Stays abreast of developments in probate and fiduciary law, actively pursuing professional development opportunities. Strictly adheres to compliance and operational risk controls in accordance with Bank and regulatory standards. Works with outside legal counsel and other professionals to help establish legal and regulatory compliance in the administration of personal trusts, investment agency, IRA and guardianship accounts. Other Represents the Bank in community organizations and activities to enhance the Bank's image. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. Attend a conference at least annually to sharpen skills and bring back learning tools for the team. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Bachelor's degree, with advanced degree JD or MBA preferred. CFP (Certified Financial Planner) or CTFA (Certified Trust and Fiduciary Advisor) certification required, if not holding a JD. 10+ years experience in financial services, preferably in a bank trust environment or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience. Minimum of 3 years of experience leading teams with demonstrated success coaching and motivating team members. Serves as a subject matter expert in Estate Planning, Supplemental Needs Trusts, Charitable Planning and/or Estate Administration. Expertise in the areas of financial planning and estate planning techniques. Knowledge of investment products. Demonstrated success working in team environment. Ability to meet time constraints without constant supervision. Sales oriented, friendly and persuasive personality. Professionalism and courtesy in dealing with customers and colleagues. Excellent oral, written, and interpersonal communication skills with the ability to instruct others, interpret documents, and write reports and correspondence. Excellent organizational and time management skills. Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 50 Yearly Salary PI74e1e7ea25ff-8180
Position Title: Senior AI Program Manager Role Purpose LevelTen Energy's mission is to accelerate the energy transition by facilitating frictionless transactions. As the leading provider of renewable transaction infrastructure, we deliver the cloud-based software, centralized supply, automated analytics, and transaction expertise required to power the renewable energy economy. The LevelTen Platform is the world's largest online hub for renewable energy buyers, sellers, advisors, asset owners and financiers, and delivers the online tools and expertise they need to buy, sell and finance assets quickly. Join us on a mission that matters. LevelTen Energy is looking for a dynamic and highly organized AI Program Manager to serve as our internal AI evangelist. This is a hands-on, individual contributor role; you will be the driving force behind integrating cutting-edge AI tools and strategies across all departments. You will not only champion the use of AI but also roll up your sleeves to build agentic workflows, train our teams on advanced features in the Claude ecosystem, identify high-impact use cases, and partner closely with our IT and Information Security (InfoSec) teams to ensure safe, secure, and seamless tool rollouts. If you can talk about AI but can't build with it, this role isn't the right fit. Duties and Responsibilities Evangelize & Educate: Serve as the internal champion for Claude AI adoption. Build excitement and buy-in across the organization by showcasing the value of AI tools through engaging presentations, demos, and internal communications - including live demonstrations of tools and workflows you've built yourself. Applied AI Expertise: Go beyond evangelism to actually build in Claude, configure agentic workflows, design AI automations, and prototype solutions and connected platforms. Comfortable working with APIs, prompt engineering, and lightweight integrations without needing engineering support for every step. Design & Deliver Training: Develop comprehensive training programs, workshops, and resources tailored to different departments (e.g., Marketing, Sales, HR, Engineering) to ensure employees are confident and capable of using approved AI tools. Cross-Functional Collaboration: Partner with department heads to identify bottlenecks and workflows where AI can drive efficiency, cost savings, or innovation. IT & InfoSec Partnership: Work hand-in-hand with our IT and Information Security teams to evaluate, vet, and safely deploy new AI platforms. Ensure all AI initiatives strictly adhere to company data privacy, security standards, and compliance protocols. Program Management: Own the roadmap for internal AI adoption across a company of 100+ employees and multiple departments. Track deployment progress, measure usage metrics, and gather employee feedback to continuously improve our AI toolstack and strategy. Market Research: Stay constantly plugged into the rapidly evolving AI landscape. Identify emerging tools, trends, and best practices, and recommend new solutions that align with our business goals. Qualifications 5+ years of experience in technical program management, with 1-2 of those years incorporating AI. AI Fluency & Passion: Deep, current knowledge of the Claude ecosystem and a genuine enthusiasm for how the tools are transforming the modern workplace. Proven AI Builder: Demonstrated experience designing and deploying agentic workflows, AI automations, or lightweight integrations - not just using AI tools, but building with them. You have something to show for it. Self-Driven Practitioner: You experiment with AI on your own time, not just on the clock. You stay current because you're genuinely curious, and you bring what you learn back to the team in practical, applicable ways. Stellar Presentation Skills: A natural communicator who can translate complex technical concepts into accessible, engaging language for non-technical audiences. Exceptional Organization: Proven experience in program or project management. You know how to build a roadmap, manage timelines, and keep multiple stakeholders aligned. Security-Minded: Experience collaborating with IT or InfoSec teams. You understand the importance of data privacy, enterprise security, and the risks associated with shadow IT. Collaborative Empathy: High emotional intelligence with the ability to manage change. You understand that adopting new technology can be intimidating, and you approach training with patience and empathy. Benefits / Perks Full Medical, Vision and Dental coverage Wellness Credit Flexible vacation policy 11 paid company holidays 401k In the Seattle office: Casual dress code Commuter benefits Standing desk options Regular company-sponsored happy hours Hybrid in-office/work from home schedule Additional Information This position is based out of our office in the Belltown neighborhood of Seattle, WA (hybrid work schedule). The estimated compensation for this position is $140,000-180,000 per year, based on experience and qualifications. In addition, this position is eligible for an annual bonus and an equity grant. Must be legally authorized to work in the U.S. without a current or future need for visa sponsorship. About LevelTen Energy LevelTen Energy is the leading provider of transaction infrastructure for the clean energy transition, connecting buyers, sellers, and financiers through dynamic marketplaces, data-driven insights, and automated analytics. The LevelTen Platform supports power purchase agreements, clean energy asset M&A transactions, and tax credit transfers-soon expanding to granular certificate trading-enabling organizations to execute and manage transactions with confidence. With a network of over 1,000 project developers in 35 countries, LevelTen is advancing carbon-free energy markets by increasing transparency, liquidity, and accessibility. Learn more at Equal Opportunity Employer LevelTen Energy is an Equal Opportunity Employer committed to a diverse and inclusive workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, marital status, age, sexual orientation, gender identity or expression, or any other legally protected status. Accessibility If you are an individual with a disability and need assistance completing the online application or during the interview process, please call 1-. Please leave a message and a member of our People team will return your call within three business days. Alternatively, an email may be sent to . "Applicant Accommodation" should be included in the subject line of the email. Please note that this phone number and email are only for those individuals who would like to request an accommodation to apply for a job. PIa27a28b2d27d-1983
07/11/2026
Full time
Position Title: Senior AI Program Manager Role Purpose LevelTen Energy's mission is to accelerate the energy transition by facilitating frictionless transactions. As the leading provider of renewable transaction infrastructure, we deliver the cloud-based software, centralized supply, automated analytics, and transaction expertise required to power the renewable energy economy. The LevelTen Platform is the world's largest online hub for renewable energy buyers, sellers, advisors, asset owners and financiers, and delivers the online tools and expertise they need to buy, sell and finance assets quickly. Join us on a mission that matters. LevelTen Energy is looking for a dynamic and highly organized AI Program Manager to serve as our internal AI evangelist. This is a hands-on, individual contributor role; you will be the driving force behind integrating cutting-edge AI tools and strategies across all departments. You will not only champion the use of AI but also roll up your sleeves to build agentic workflows, train our teams on advanced features in the Claude ecosystem, identify high-impact use cases, and partner closely with our IT and Information Security (InfoSec) teams to ensure safe, secure, and seamless tool rollouts. If you can talk about AI but can't build with it, this role isn't the right fit. Duties and Responsibilities Evangelize & Educate: Serve as the internal champion for Claude AI adoption. Build excitement and buy-in across the organization by showcasing the value of AI tools through engaging presentations, demos, and internal communications - including live demonstrations of tools and workflows you've built yourself. Applied AI Expertise: Go beyond evangelism to actually build in Claude, configure agentic workflows, design AI automations, and prototype solutions and connected platforms. Comfortable working with APIs, prompt engineering, and lightweight integrations without needing engineering support for every step. Design & Deliver Training: Develop comprehensive training programs, workshops, and resources tailored to different departments (e.g., Marketing, Sales, HR, Engineering) to ensure employees are confident and capable of using approved AI tools. Cross-Functional Collaboration: Partner with department heads to identify bottlenecks and workflows where AI can drive efficiency, cost savings, or innovation. IT & InfoSec Partnership: Work hand-in-hand with our IT and Information Security teams to evaluate, vet, and safely deploy new AI platforms. Ensure all AI initiatives strictly adhere to company data privacy, security standards, and compliance protocols. Program Management: Own the roadmap for internal AI adoption across a company of 100+ employees and multiple departments. Track deployment progress, measure usage metrics, and gather employee feedback to continuously improve our AI toolstack and strategy. Market Research: Stay constantly plugged into the rapidly evolving AI landscape. Identify emerging tools, trends, and best practices, and recommend new solutions that align with our business goals. Qualifications 5+ years of experience in technical program management, with 1-2 of those years incorporating AI. AI Fluency & Passion: Deep, current knowledge of the Claude ecosystem and a genuine enthusiasm for how the tools are transforming the modern workplace. Proven AI Builder: Demonstrated experience designing and deploying agentic workflows, AI automations, or lightweight integrations - not just using AI tools, but building with them. You have something to show for it. Self-Driven Practitioner: You experiment with AI on your own time, not just on the clock. You stay current because you're genuinely curious, and you bring what you learn back to the team in practical, applicable ways. Stellar Presentation Skills: A natural communicator who can translate complex technical concepts into accessible, engaging language for non-technical audiences. Exceptional Organization: Proven experience in program or project management. You know how to build a roadmap, manage timelines, and keep multiple stakeholders aligned. Security-Minded: Experience collaborating with IT or InfoSec teams. You understand the importance of data privacy, enterprise security, and the risks associated with shadow IT. Collaborative Empathy: High emotional intelligence with the ability to manage change. You understand that adopting new technology can be intimidating, and you approach training with patience and empathy. Benefits / Perks Full Medical, Vision and Dental coverage Wellness Credit Flexible vacation policy 11 paid company holidays 401k In the Seattle office: Casual dress code Commuter benefits Standing desk options Regular company-sponsored happy hours Hybrid in-office/work from home schedule Additional Information This position is based out of our office in the Belltown neighborhood of Seattle, WA (hybrid work schedule). The estimated compensation for this position is $140,000-180,000 per year, based on experience and qualifications. In addition, this position is eligible for an annual bonus and an equity grant. Must be legally authorized to work in the U.S. without a current or future need for visa sponsorship. About LevelTen Energy LevelTen Energy is the leading provider of transaction infrastructure for the clean energy transition, connecting buyers, sellers, and financiers through dynamic marketplaces, data-driven insights, and automated analytics. The LevelTen Platform supports power purchase agreements, clean energy asset M&A transactions, and tax credit transfers-soon expanding to granular certificate trading-enabling organizations to execute and manage transactions with confidence. With a network of over 1,000 project developers in 35 countries, LevelTen is advancing carbon-free energy markets by increasing transparency, liquidity, and accessibility. Learn more at Equal Opportunity Employer LevelTen Energy is an Equal Opportunity Employer committed to a diverse and inclusive workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, marital status, age, sexual orientation, gender identity or expression, or any other legally protected status. Accessibility If you are an individual with a disability and need assistance completing the online application or during the interview process, please call 1-. Please leave a message and a member of our People team will return your call within three business days. Alternatively, an email may be sent to . "Applicant Accommodation" should be included in the subject line of the email. Please note that this phone number and email are only for those individuals who would like to request an accommodation to apply for a job. PIa27a28b2d27d-1983
Job Description Job Description Position: Attorney - Probate, Wills, Trusts Location: Fullerton, CA Department: Legal Reports To: Managing Attorney Shift: Monday-Friday, standard business hours Compensation: $95,000-125,000 1. Job Summary The Associate Attorney will support the firm's estate planning and probate practice, focusing on wills, trusts, and estate administration matters. This role is ideal for an attorney with approximately one year of experience who is seeking to develop substantive expertise in estate planning and probate while working closely with senior attorneys. The Associate Attorney will assist with client consultations, document drafting, court filings, and case management, ensuring high-quality legal services and client satisfaction. 2. Essential Duties & Responsibilities Estate Planning Draft wills, revocable and irrevocable trusts, powers of attorney, and advance healthcare directives Review and summarize client financial and asset information to assist in plan design Conduct legal research related to estate planning strategies and tax considerations Participate in client meetings and explain estate planning documents under attorney supervision Assist with trust funding and asset transfer documentation Probate & Trust Administration Prepare and file probate petitions and related court documents Assist with estate administration, including asset inventory and creditor notifications Draft accountings, reports, and proposed orders Communicate with beneficiaries, executors, trustees, and court personnel Monitor case deadlines and ensure timely filings Client Communication & Case Management Maintain regular communication with clients regarding case status Respond promptly to client inquiries in a professional and courteous manner Maintain organized and accurate case files, both electronic and physical Track deadlines and manage calendar reminders Legal Research & Compliance Conduct research on California probate code and related laws Stay current on changes in estate planning and probate regulations Ensure compliance with all court rules and ethical obligations 3. Qualifications Juris Doctor (JD) from an accredited law school Active member in good standing with the California State Bar Approximately 1 year of legal experience, preferably in estate planning, probate, or a related practice area Strong legal research and writing skills Excellent attention to detail and organizational skills Ability to manage multiple matters and meet deadlines Strong interpersonal and communication skills Proficiency with Microsoft Office and legal case management software 4. Physical Requirements Prolonged periods of sitting and working at a computer Ability to attend court hearings and client meetings as needed Occasional lifting of files and documents up to 15 pounds
07/07/2026
Full time
Job Description Job Description Position: Attorney - Probate, Wills, Trusts Location: Fullerton, CA Department: Legal Reports To: Managing Attorney Shift: Monday-Friday, standard business hours Compensation: $95,000-125,000 1. Job Summary The Associate Attorney will support the firm's estate planning and probate practice, focusing on wills, trusts, and estate administration matters. This role is ideal for an attorney with approximately one year of experience who is seeking to develop substantive expertise in estate planning and probate while working closely with senior attorneys. The Associate Attorney will assist with client consultations, document drafting, court filings, and case management, ensuring high-quality legal services and client satisfaction. 2. Essential Duties & Responsibilities Estate Planning Draft wills, revocable and irrevocable trusts, powers of attorney, and advance healthcare directives Review and summarize client financial and asset information to assist in plan design Conduct legal research related to estate planning strategies and tax considerations Participate in client meetings and explain estate planning documents under attorney supervision Assist with trust funding and asset transfer documentation Probate & Trust Administration Prepare and file probate petitions and related court documents Assist with estate administration, including asset inventory and creditor notifications Draft accountings, reports, and proposed orders Communicate with beneficiaries, executors, trustees, and court personnel Monitor case deadlines and ensure timely filings Client Communication & Case Management Maintain regular communication with clients regarding case status Respond promptly to client inquiries in a professional and courteous manner Maintain organized and accurate case files, both electronic and physical Track deadlines and manage calendar reminders Legal Research & Compliance Conduct research on California probate code and related laws Stay current on changes in estate planning and probate regulations Ensure compliance with all court rules and ethical obligations 3. Qualifications Juris Doctor (JD) from an accredited law school Active member in good standing with the California State Bar Approximately 1 year of legal experience, preferably in estate planning, probate, or a related practice area Strong legal research and writing skills Excellent attention to detail and organizational skills Ability to manage multiple matters and meet deadlines Strong interpersonal and communication skills Proficiency with Microsoft Office and legal case management software 4. Physical Requirements Prolonged periods of sitting and working at a computer Ability to attend court hearings and client meetings as needed Occasional lifting of files and documents up to 15 pounds
