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audit senior associate
University of Cincinnati
Senior Buyer, Purchasing Services, Administration & Finance
University of Cincinnati Cincinnati, Ohio
Current UC employees must apply internally via SuccessFactors Next Lives at the University of Cincinnati Founded in 1819, the University of Cincinnati ranks among the nation's best urban public research universities. Home to more than 53,600 students, 12,000 faculty and staff, and over 360,000 living alumni, UC, a Carnegie 1 institution, combines research prowess with a physical setting The New York Times has called "the most ambitious campus design program in the country." UC's momentum has never been stronger as the anchor of the Cincinnati Innovation District, the oldest cooperative education (co-op) program in the country with students earning $94 million annually through paid experiences, an academic health system, and as a member of the Big 12 Conference. The university contributes $10.6 billion in economic impact to the city and $22.7 billion to the state of Ohio. At UC, next is all of us. Learn more at uc.edu . UC is a mission-driven organization where we are committed to student success and positively transforming the community through scholarship and service. We thrive on innovation, making an impact, and fostering an environment where staff and faculty are key contributors to UC's success. Job Overview The Senior Buyer provides advanced operational purchasing support within the University's centralized purchasing shared services function. This role independently manages complex, higher risk, or compliance sensitive purchasing transactions across a broad range of goods and services, ensuring adherence to University policies, competitive bidding requirements, and applicable federal and state regulations. Essential Functions Independently manage complex operational purchasing transactions, including those involving higher dollar values, non standard terms, or heightened compliance considerations. Support purchasing activities related to research, grants, and sponsored programs by ensuring allowability, documentation, and compliance with University policies and applicable regulations. Apply sourcing best practices to operational purchases, including preparation of appropriate basis of award documentation and support for competitive purchasing below formal bid thresholds. Serve as a senior level resource to Buyers and Associate Buyers on complex purchasing scenarios, policy interpretation, and documentation standards. Partner with Strategic Sourcing to ensure smooth handoffs for purchases that require formal sourcing events, exceptions, or advanced negotiation. Provide guidance and informal training to shared services staff on procurement fundamentals, including competitive purchasing requirements, supplier selection rationale, and purchase order creation. Review purchasing requests for completeness, compliance, and appropriateness of procurement method prior to execution. Support audit readiness by maintaining accurate, well documented purchasing records and advising on corrective actions when needed. Collaborate with Accounts Payable, Contract Compliance, Sponsored Research Services and Treasury to resolve purchasing and payment issues. Identify recurring operational purchasing challenges and recommend process improvements to shared services leadership. Build and maintain effective working relationships with internal customers and external suppliers to support timely issue resolution. Perform related duties based on departmental need; this job description may change at any time. Required Education Bachelor's degree in business, supply chain, finance, or a related field. Eleven (11) years of relevant education, experience and/or other specialized training can fulfill minimum education and experience requirements. Required Experience Seven (7) years of experience in purchasing, procurement, or a related field. Demonstrated experience managing complex or higher risk purchasing transactions requiring judgment and policy interpretation. Experience applying competitive procurement principles in an operational purchasing environment. Additional Qualifications Considered Experience in higher education or public sector procurement. Experience supporting research, grants, or sponsored programs procurement. Experience working within or alongside a strategic sourcing function. Familiarity with shared services or centralized procurement models. Experience using eProcurement or financial systems. Ability to mentor and support less experienced procurement staff. Physical Requirements/Work Environment Office environment/no specific unusual physical or environmental demands. Compensation and Benefits UC offers an exceptional benefits package designed to support your well-being, financial security, and work-life balance. (UC Benefits) Eligibility may vary by position and FTE status. Highlights include: Salary/Hourly Pay Rate Information: Comprehensive Tuition Remission UC provides tuition remission for you and your eligible dependents, covering tuition costs for nearly all undergraduate and graduate programs offered by the university. Robust Retirement Plans As a UC employee, you won't contribute to Social Security (except Medicare). Instead, you'll choose between state pension plans (OPERS, STRS) or an Alternative Retirement Plan (ARP), with UC contributing 14-18% of your salary based on position. Real Work-Life Balance UC prioritizes work-life balance with a generous time-off policy, including: Vacation and sick time 11 paid holidays and additional end-of-year paid time off (Winter Season Days) 6 weeks of paid parental leave for new parents Additional Benefits Include: Competitive salary based on experience Comprehensive health coverage (medical, dental, vision, prescription) Flexible spending accounts & wellness programs Professional development & mentorship opportunities To learn more about why UC is a great place to work, please visit our Careers Page . UC is an E-Verify employer. If hired into this position, you will be required to provide satisfactory proof of employment eligibility by providing acceptable, original forms of identification for employment verification via the Federal I-9 employment verification process. Click here for a list of acceptable documents. Important : To apply you must create a profile and submit a complete job application through the UC applicant portal . We are unable to consider "easy apply" applications submitted via other websites. For questions about the UC recruiting process or to request accommodations with the application, please contact UC HR at . Equal Opportunity Employer. Building a workplace where all qualified applicants will receive consideration for employment, including Individuals with Disabilities and Protected Veterans. REQ: 103057
07/19/2026
Full time
Current UC employees must apply internally via SuccessFactors Next Lives at the University of Cincinnati Founded in 1819, the University of Cincinnati ranks among the nation's best urban public research universities. Home to more than 53,600 students, 12,000 faculty and staff, and over 360,000 living alumni, UC, a Carnegie 1 institution, combines research prowess with a physical setting The New York Times has called "the most ambitious campus design program in the country." UC's momentum has never been stronger as the anchor of the Cincinnati Innovation District, the oldest cooperative education (co-op) program in the country with students earning $94 million annually through paid experiences, an academic health system, and as a member of the Big 12 Conference. The university contributes $10.6 billion in economic impact to the city and $22.7 billion to the state of Ohio. At UC, next is all of us. Learn more at uc.edu . UC is a mission-driven organization where we are committed to student success and positively transforming the community through scholarship and service. We thrive on innovation, making an impact, and fostering an environment where staff and faculty are key contributors to UC's success. Job Overview The Senior Buyer provides advanced operational purchasing support within the University's centralized purchasing shared services function. This role independently manages complex, higher risk, or compliance sensitive purchasing transactions across a broad range of goods and services, ensuring adherence to University policies, competitive bidding requirements, and applicable federal and state regulations. Essential Functions Independently manage complex operational purchasing transactions, including those involving higher dollar values, non standard terms, or heightened compliance considerations. Support purchasing activities related to research, grants, and sponsored programs by ensuring allowability, documentation, and compliance with University policies and applicable regulations. Apply sourcing best practices to operational purchases, including preparation of appropriate basis of award documentation and support for competitive purchasing below formal bid thresholds. Serve as a senior level resource to Buyers and Associate Buyers on complex purchasing scenarios, policy interpretation, and documentation standards. Partner with Strategic Sourcing to ensure smooth handoffs for purchases that require formal sourcing events, exceptions, or advanced negotiation. Provide guidance and informal training to shared services staff on procurement fundamentals, including competitive purchasing requirements, supplier selection rationale, and purchase order creation. Review purchasing requests for completeness, compliance, and appropriateness of procurement method prior to execution. Support audit readiness by maintaining accurate, well documented purchasing records and advising on corrective actions when needed. Collaborate with Accounts Payable, Contract Compliance, Sponsored Research Services and Treasury to resolve purchasing and payment issues. Identify recurring operational purchasing challenges and recommend process improvements to shared services leadership. Build and maintain effective working relationships with internal customers and external suppliers to support timely issue resolution. Perform related duties based on departmental need; this job description may change at any time. Required Education Bachelor's degree in business, supply chain, finance, or a related field. Eleven (11) years of relevant education, experience and/or other specialized training can fulfill minimum education and experience requirements. Required Experience Seven (7) years of experience in purchasing, procurement, or a related field. Demonstrated experience managing complex or higher risk purchasing transactions requiring judgment and policy interpretation. Experience applying competitive procurement principles in an operational purchasing environment. Additional Qualifications Considered Experience in higher education or public sector procurement. Experience supporting research, grants, or sponsored programs procurement. Experience working within or alongside a strategic sourcing function. Familiarity with shared services or centralized procurement models. Experience using eProcurement or financial systems. Ability to mentor and support less experienced procurement staff. Physical Requirements/Work Environment Office environment/no specific unusual physical or environmental demands. Compensation and Benefits UC offers an exceptional benefits package designed to support your well-being, financial security, and work-life balance. (UC Benefits) Eligibility may vary by position and FTE status. Highlights include: Salary/Hourly Pay Rate Information: Comprehensive Tuition Remission UC provides tuition remission for you and your eligible dependents, covering tuition costs for nearly all undergraduate and graduate programs offered by the university. Robust Retirement Plans As a UC employee, you won't contribute to Social Security (except Medicare). Instead, you'll choose between state pension plans (OPERS, STRS) or an Alternative Retirement Plan (ARP), with UC contributing 14-18% of your salary based on position. Real Work-Life Balance UC prioritizes work-life balance with a generous time-off policy, including: Vacation and sick time 11 paid holidays and additional end-of-year paid time off (Winter Season Days) 6 weeks of paid parental leave for new parents Additional Benefits Include: Competitive salary based on experience Comprehensive health coverage (medical, dental, vision, prescription) Flexible spending accounts & wellness programs Professional development & mentorship opportunities To learn more about why UC is a great place to work, please visit our Careers Page . UC is an E-Verify employer. If hired into this position, you will be required to provide satisfactory proof of employment eligibility by providing acceptable, original forms of identification for employment verification via the Federal I-9 employment verification process. Click here for a list of acceptable documents. Important : To apply you must create a profile and submit a complete job application through the UC applicant portal . We are unable to consider "easy apply" applications submitted via other websites. For questions about the UC recruiting process or to request accommodations with the application, please contact UC HR at . Equal Opportunity Employer. Building a workplace where all qualified applicants will receive consideration for employment, including Individuals with Disabilities and Protected Veterans. REQ: 103057
Senior Private Banker
BMO Financial Los Angeles, California
Application Deadline: 08/27/2026 Address: 10250 Constellation Blvd Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor. Develops relationship with client's professional advisors in developing appropriate credit and tax-favourable structures to meet their family needs. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Develops and negotiates complex credit strategies, ensuring appropriate remuneration. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $122,400.00 - $228,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation . click apply for full job details
07/19/2026
Full time
Application Deadline: 08/27/2026 Address: 10250 Constellation Blvd Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor. Develops relationship with client's professional advisors in developing appropriate credit and tax-favourable structures to meet their family needs. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Develops and negotiates complex credit strategies, ensuring appropriate remuneration. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $122,400.00 - $228,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation . click apply for full job details
University of Cincinnati
Buyer, Technology, Purchasing Services, Administration & Finance
University of Cincinnati Cincinnati, Ohio
Current UC employees must apply internally via SuccessFactors Next Lives at the University of Cincinnati Founded in 1819, the University of Cincinnati ranks among the nation's best urban public research universities. Home to more than 53,600 students, 12,000 faculty and staff, and over 360,000 living alumni, UC, a Carnegie 1 institution, combines research prowess with a physical setting The New York Times has called "the most ambitious campus design program in the country." UC's momentum has never been stronger as the anchor of the Cincinnati Innovation District, the oldest cooperative education (co-op) program in the country with students earning $94 million annually through paid experiences, an academic health system, and as a member of the Big 12 Conference. The university contributes $10.6 billion in economic impact to the city and $22.7 billion to the state of Ohio. At UC, next is all of us. Learn more at uc.edu . UC is a mission-driven organization where we are committed to student success and positively transforming the community through scholarship and service. We thrive on innovation, making an impact, and fostering an environment where staff and faculty are key contributors to UC's success. Job Overview The Buyer provides advanced operational purchasing support for technology related goods and services within the University's centralized purchasing shared services function. This role is responsible for independently executing and coordinating technology purchasing activity, ensuring compliance with University policies, competitive purchasing requirements, and applicable regulations.Working closely with the Shared Services Manager, Senior Buyer, and Strategic Sourcing, this role ensures technology purchases are executed accurately, consistently, and in alignment with established sourcing strategies and contracts. Essential Functions Execute and coordinate purchasing transactions for technology related goods and services, ensuring accuracy, timeliness, and compliance with University policies and procedures. Serve as operational purchasing contact for Digital Technology Solutions, supporting routine purchasing needs and escalating complex or non standard issues as appropriate. Prepare and review purchase orders and related documentation for technology purchases, including transactions below formal bid thresholds. Apply competitive purchasing requirements to operational technology purchases, including preparation of appropriate supplier selection rationale and basis of award documentation. Coordinate technology contract related purchasing activities, including renewals, amendments, and purchase order changes, within established procurement and sourcing frameworks. Partner with Strategic Sourcing to ensure alignment with enterprise contracts, sourcing strategies, and formal sourcing events for technology goods and services. Support review, routing, and resolution of technology related invoices in coordination with Accounts Payable and vendors. Provide guidance, review, and day to day support to an Associate Buyer, Technology; gradually delegate routine transactional work as proficiency develops. Maintain accurate purchasing documentation to support audit readiness, compliance review, and internal reporting. Collaborate with IT, Contract Compliance, Finance, Asset Management, Risk Management, and other stakeholders to resolve procurement related issues. Identify recurring technology purchasing challenges and recommend process or workflow improvements to shared services leadership. Build and maintain effective working relationships with internal customers and external suppliers to support timely issue resolution and service delivery. Participate in training and continuous improvement efforts related to purchasing processes and systems. Perform related duties based on departmental need; this job description may change at any time. Required Education Bachelor's degree in business, supply chain, information technology, finance, or a related field. Eight (8) years of relevant education, experience and/or other specialized training can fulfill minimum education and experience requirements Required Experience Four (4) years of experience in purchasing, procurement, or a related operational role. Experience supporting technology related purchasing activities. Experience coordinating purchasing transactions, working with vendors, and supporting internal customers. Additional Qualifications Considered Supervisory experience. Experience in higher education or public sector procurement. Familiarity with technology purchasing concepts, including software, hardware, maintenance, and subscription based services. Experience working in a shared services or centralized procurement environment. Experience using eProcurement or financial systems. Ability to review and guide purchasing work performed by less experienced staff. Strong organizational, customer service, and communication skills Physical Requirements/Work Environment Office environment/no specific unusual physical or environmental demands. Compensation and Benefits UC offers an exceptional benefits package designed to support your well-being, financial security, and work-life balance. (UC Benefits) Eligibility may vary by position and FTE status. Highlights include: Salary/Hourly Pay Rate Information: Comprehensive Tuition Remission UC provides tuition remission for you and your eligible dependents, covering tuition costs for nearly all undergraduate and graduate programs offered by the university. Robust Retirement Plans As a UC employee, you won't contribute to Social Security (except Medicare). Instead, you'll choose between state pension plans (OPERS, STRS) or an Alternative Retirement Plan (ARP), with UC contributing 14-18% of your salary based on position. Real Work-Life Balance UC prioritizes work-life balance with a generous time-off policy, including: Vacation and sick time 11 paid holidays and additional end-of-year paid time off (Winter Season Days) 6 weeks of paid parental leave for new parents Additional Benefits Include: Competitive salary based on experience Comprehensive health coverage (medical, dental, vision, prescription) Flexible spending accounts & wellness programs Professional development & mentorship opportunities To learn more about why UC is a great place to work, please visit our Careers Page . UC is an E-Verify employer. If hired into this position, you will be required to provide satisfactory proof of employment eligibility by providing acceptable, original forms of identification for employment verification via the Federal I-9 employment verification process. Click here for a list of acceptable documents. Important : To apply you must create a profile and submit a complete job application through the UC applicant portal . We are unable to consider "easy apply" applications submitted via other websites. For questions about the UC recruiting process or to request accommodations with the application, please contact UC HR at . Equal Opportunity Employer. Building a workplace where all qualified applicants will receive consideration for employment, including Individuals with Disabilities and Protected Veterans. REQ: 103058
07/19/2026
Full time
Current UC employees must apply internally via SuccessFactors Next Lives at the University of Cincinnati Founded in 1819, the University of Cincinnati ranks among the nation's best urban public research universities. Home to more than 53,600 students, 12,000 faculty and staff, and over 360,000 living alumni, UC, a Carnegie 1 institution, combines research prowess with a physical setting The New York Times has called "the most ambitious campus design program in the country." UC's momentum has never been stronger as the anchor of the Cincinnati Innovation District, the oldest cooperative education (co-op) program in the country with students earning $94 million annually through paid experiences, an academic health system, and as a member of the Big 12 Conference. The university contributes $10.6 billion in economic impact to the city and $22.7 billion to the state of Ohio. At UC, next is all of us. Learn more at uc.edu . UC is a mission-driven organization where we are committed to student success and positively transforming the community through scholarship and service. We thrive on innovation, making an impact, and fostering an environment where staff and faculty are key contributors to UC's success. Job Overview The Buyer provides advanced operational purchasing support for technology related goods and services within the University's centralized purchasing shared services function. This role is responsible for independently executing and coordinating technology purchasing activity, ensuring compliance with University policies, competitive purchasing requirements, and applicable regulations.Working closely with the Shared Services Manager, Senior Buyer, and Strategic Sourcing, this role ensures technology purchases are executed accurately, consistently, and in alignment with established sourcing strategies and contracts. Essential Functions Execute and coordinate purchasing transactions for technology related goods and services, ensuring accuracy, timeliness, and compliance with University policies and procedures. Serve as operational purchasing contact for Digital Technology Solutions, supporting routine purchasing needs and escalating complex or non standard issues as appropriate. Prepare and review purchase orders and related documentation for technology purchases, including transactions below formal bid thresholds. Apply competitive purchasing requirements to operational technology purchases, including preparation of appropriate supplier selection rationale and basis of award documentation. Coordinate technology contract related purchasing activities, including renewals, amendments, and purchase order changes, within established procurement and sourcing frameworks. Partner with Strategic Sourcing to ensure alignment with enterprise contracts, sourcing strategies, and formal sourcing events for technology goods and services. Support review, routing, and resolution of technology related invoices in coordination with Accounts Payable and vendors. Provide guidance, review, and day to day support to an Associate Buyer, Technology; gradually delegate routine transactional work as proficiency develops. Maintain accurate purchasing documentation to support audit readiness, compliance review, and internal reporting. Collaborate with IT, Contract Compliance, Finance, Asset Management, Risk Management, and other stakeholders to resolve procurement related issues. Identify recurring technology purchasing challenges and recommend process or workflow improvements to shared services leadership. Build and maintain effective working relationships with internal customers and external suppliers to support timely issue resolution and service delivery. Participate in training and continuous improvement efforts related to purchasing processes and systems. Perform related duties based on departmental need; this job description may change at any time. Required Education Bachelor's degree in business, supply chain, information technology, finance, or a related field. Eight (8) years of relevant education, experience and/or other specialized training can fulfill minimum education and experience requirements Required Experience Four (4) years of experience in purchasing, procurement, or a related operational role. Experience supporting technology related purchasing activities. Experience coordinating purchasing transactions, working with vendors, and supporting internal customers. Additional Qualifications Considered Supervisory experience. Experience in higher education or public sector procurement. Familiarity with technology purchasing concepts, including software, hardware, maintenance, and subscription based services. Experience working in a shared services or centralized procurement environment. Experience using eProcurement or financial systems. Ability to review and guide purchasing work performed by less experienced staff. Strong organizational, customer service, and communication skills Physical Requirements/Work Environment Office environment/no specific unusual physical or environmental demands. Compensation and Benefits UC offers an exceptional benefits package designed to support your well-being, financial security, and work-life balance. (UC Benefits) Eligibility may vary by position and FTE status. Highlights include: Salary/Hourly Pay Rate Information: Comprehensive Tuition Remission UC provides tuition remission for you and your eligible dependents, covering tuition costs for nearly all undergraduate and graduate programs offered by the university. Robust Retirement Plans As a UC employee, you won't contribute to Social Security (except Medicare). Instead, you'll choose between state pension plans (OPERS, STRS) or an Alternative Retirement Plan (ARP), with UC contributing 14-18% of your salary based on position. Real Work-Life Balance UC prioritizes work-life balance with a generous time-off policy, including: Vacation and sick time 11 paid holidays and additional end-of-year paid time off (Winter Season Days) 6 weeks of paid parental leave for new parents Additional Benefits Include: Competitive salary based on experience Comprehensive health coverage (medical, dental, vision, prescription) Flexible spending accounts & wellness programs Professional development & mentorship opportunities To learn more about why UC is a great place to work, please visit our Careers Page . UC is an E-Verify employer. If hired into this position, you will be required to provide satisfactory proof of employment eligibility by providing acceptable, original forms of identification for employment verification via the Federal I-9 employment verification process. Click here for a list of acceptable documents. Important : To apply you must create a profile and submit a complete job application through the UC applicant portal . We are unable to consider "easy apply" applications submitted via other websites. For questions about the UC recruiting process or to request accommodations with the application, please contact UC HR at . Equal Opportunity Employer. Building a workplace where all qualified applicants will receive consideration for employment, including Individuals with Disabilities and Protected Veterans. REQ: 103058
Senior Portfolio Banker / BMO Family Office - Capital Advisory Services
BMO Financial Chicago, Illinois
Application Deadline: 07/30/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring). Manages the preparation of new lending proposals or presentations to clients/prospects. Ensures new business meets policy and procedures requirements for profitability and risk management. Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients. Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. Negotiates directly with clients on new and existing opportunities. Works directly with clients in the event of deteriorating credit situations. Provides day to day technical support and management of accounts for team members and customers. May act as lead relationship manager. Supports the sales process and client experience, identifying gaps, issues and best practices. Ensures timely resolution of all client questions and concerns, both internal and external. Performs client sales & service support activities as required to meet client needs and maintain overall service standards. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. May network with industry contacts to gain competitive insights and best practices. Identifies emerging issues and trends to inform decision-making. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Collaborates with internal and external stakeholders in order to deliver on business objectives. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Completes comprehensive analysis for risk, financial and profitability rating and assessments. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Ensures effective processes and controls are in place and adhered to, minimizing risk and maintaining the overall quality of the portfolio within acceptable levels. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms of the credit authorization and as per guidelines. May provide specialized support for other internal and external regulatory requirements. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures. Identifies and escalates irregularities and discrepancies to management as per guidelines. Participates in assigned audits and compliance reviews. Ensures proper adherence to the code of conduct and ethical guidelines. Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. In-depth / expert knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications. In-depth / expert knowledge of risk management concepts. Expert communication and relationship management skills. Broad and diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth markets. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at . click apply for full job details
07/19/2026
Full time
Application Deadline: 07/30/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring). Manages the preparation of new lending proposals or presentations to clients/prospects. Ensures new business meets policy and procedures requirements for profitability and risk management. Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients. Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. Negotiates directly with clients on new and existing opportunities. Works directly with clients in the event of deteriorating credit situations. Provides day to day technical support and management of accounts for team members and customers. May act as lead relationship manager. Supports the sales process and client experience, identifying gaps, issues and best practices. Ensures timely resolution of all client questions and concerns, both internal and external. Performs client sales & service support activities as required to meet client needs and maintain overall service standards. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. May network with industry contacts to gain competitive insights and best practices. Identifies emerging issues and trends to inform decision-making. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Collaborates with internal and external stakeholders in order to deliver on business objectives. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Completes comprehensive analysis for risk, financial and profitability rating and assessments. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Ensures effective processes and controls are in place and adhered to, minimizing risk and maintaining the overall quality of the portfolio within acceptable levels. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms of the credit authorization and as per guidelines. May provide specialized support for other internal and external regulatory requirements. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures. Identifies and escalates irregularities and discrepancies to management as per guidelines. Participates in assigned audits and compliance reviews. Ensures proper adherence to the code of conduct and ethical guidelines. Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. In-depth / expert knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications. In-depth / expert knowledge of risk management concepts. Expert communication and relationship management skills. Broad and diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth markets. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at . click apply for full job details
Senior Portfolio Banker - Private Equity
BMO Financial Chicago, Illinois
Application Deadline: 07/30/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Private equity or fund finance experience preferred. Strong preference for formal (commercial) credit training or commercial lending experience. Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring). Manages the preparation of new lending proposals or presentations to clients/prospects. Ensures new business meets policy and procedures requirements for profitability and risk management. Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients. Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. Negotiates directly with clients on new and existing opportunities. Works directly with clients in the event of deteriorating credit situations. Provides day to day technical support and management of accounts for team members and customers. May act as lead relationship manager. Supports the sales process and client experience, identifying gaps, issues and best practices. Ensures timely resolution of all client questions and concerns, both internal and external. Performs client sales & service support activities as required to meet client needs and maintain overall service standards. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. May network with industry contacts to gain competitive insights and best practices. Identifies emerging issues and trends to inform decision-making. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Collaborates with internal and external stakeholders in order to deliver on business objectives. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Completes comprehensive analysis for risk, financial and profitability rating and assessments. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Ensures effective processes and controls are in place and adhered to, minimizing risk and maintaining the overall quality of the portfolio within acceptable levels. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms of the credit authorization and as per guidelines. May provide specialized support for other internal and external regulatory requirements. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures. Identifies and escalates irregularities and discrepancies to management as per guidelines. Participates in assigned audits and compliance reviews. Ensures proper adherence to the code of conduct and ethical guidelines. Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. In-depth / expert knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications. In-depth / expert knowledge of risk management concepts. Expert communication and relationship management skills. Broad and diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth markets. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities . click apply for full job details
07/19/2026
Full time
Application Deadline: 07/30/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Private equity or fund finance experience preferred. Strong preference for formal (commercial) credit training or commercial lending experience. Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring). Manages the preparation of new lending proposals or presentations to clients/prospects. Ensures new business meets policy and procedures requirements for profitability and risk management. Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients. Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. Negotiates directly with clients on new and existing opportunities. Works directly with clients in the event of deteriorating credit situations. Provides day to day technical support and management of accounts for team members and customers. May act as lead relationship manager. Supports the sales process and client experience, identifying gaps, issues and best practices. Ensures timely resolution of all client questions and concerns, both internal and external. Performs client sales & service support activities as required to meet client needs and maintain overall service standards. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. May network with industry contacts to gain competitive insights and best practices. Identifies emerging issues and trends to inform decision-making. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Collaborates with internal and external stakeholders in order to deliver on business objectives. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Completes comprehensive analysis for risk, financial and profitability rating and assessments. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Ensures effective processes and controls are in place and adhered to, minimizing risk and maintaining the overall quality of the portfolio within acceptable levels. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms of the credit authorization and as per guidelines. May provide specialized support for other internal and external regulatory requirements. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures. Identifies and escalates irregularities and discrepancies to management as per guidelines. Participates in assigned audits and compliance reviews. Ensures proper adherence to the code of conduct and ethical guidelines. Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. In-depth / expert knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications. In-depth / expert knowledge of risk management concepts. Expert communication and relationship management skills. Broad and diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth markets. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities . click apply for full job details
Senior Private Banker, Ultra High Net Worth
BMO Financial Chicago, Illinois
Application Deadline: 08/06/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor. Develops relationship with client's professional advisors in developing appropriate credit and tax-favourable structures to meet their family needs. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Develops and negotiates complex credit strategies, ensuring appropriate remuneration. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation . click apply for full job details
07/19/2026
Full time
Application Deadline: 08/06/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor. Develops relationship with client's professional advisors in developing appropriate credit and tax-favourable structures to meet their family needs. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Develops and negotiates complex credit strategies, ensuring appropriate remuneration. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation . click apply for full job details
Senior Private Banker
BMO Financial Denver, Colorado
Application Deadline: 07/30/2026 Address: th Street, Suite 1050 Job Family Group: Wealth Sales & Service We're seeking a Senior Private Banker to join our team in Denver. The ideal candidate will have a proven track record of building and maintaining relationships with High-Net-Worth (HNW) and/or Ultra-High-Net-Worth (UHNW) clients in the region. We're also open to experienced commercial bankers with strong Centers of Influence (COIs) who are eager to expand their expertise into private banking and wealth management. Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high net worth clients with an objective of becoming their trusted advisor. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. Seasoned professional with a combination of education, experience and industry knowledge. Verbal and written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration and team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers . click apply for full job details
07/19/2026
Full time
Application Deadline: 07/30/2026 Address: th Street, Suite 1050 Job Family Group: Wealth Sales & Service We're seeking a Senior Private Banker to join our team in Denver. The ideal candidate will have a proven track record of building and maintaining relationships with High-Net-Worth (HNW) and/or Ultra-High-Net-Worth (UHNW) clients in the region. We're also open to experienced commercial bankers with strong Centers of Influence (COIs) who are eager to expand their expertise into private banking and wealth management. Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high net worth clients with an objective of becoming their trusted advisor. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. Seasoned professional with a combination of education, experience and industry knowledge. Verbal and written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration and team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers . click apply for full job details
Senior Private Banker
BMO Financial San Francisco, California
Application Deadline: 08/30/2026 Address: 180 Montgomery St. Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor. Develops relationship with client's professional advisors in developing appropriate credit and tax-favourable structures to meet their family needs. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Develops and negotiates complex credit strategies, ensuring appropriate remuneration. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $122,400.00 - $228,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation . click apply for full job details
07/19/2026
Full time
Application Deadline: 08/30/2026 Address: 180 Montgomery St. Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor. Develops relationship with client's professional advisors in developing appropriate credit and tax-favourable structures to meet their family needs. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Develops and negotiates complex credit strategies, ensuring appropriate remuneration. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $122,400.00 - $228,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation . click apply for full job details
Genworth
Director of Tax Planning and Research
Genworth Richmond, Virginia
At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care-and we bring those experiences with us to work in serving our millions of policyholders each day. We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism. Our four values guide our strategy, our decisions, and our interactions: Make it human. We care about the people that make up our customers, colleagues, and communities. Make it about others. We do what's best for our customers and collaborate to drive progress. Make it happen. We work with intention toward a common purpose and forge ways forward together. Make it better. We create fulfilling purpose-driven careers by learning from the world and each other. POSITION TITLE Director of Tax Planning and Research POSITION LOCATION Richmond, VA This position is available to Virginia residents as Richmond, Virginia in-office applicants A Hybrid schedule of both Remote and In-Office days is required. In office days are Tuesday, Wednesday and Thursday with working hours targeting our core business hours of 9am-5pm EST. YOUR ROLE As a HQ Finance team member, you'll play a key role in supporting the financial strength and flexibility that enables us to provide returns to the shareholders and be there when our policyholders need us - now and in the future. As the Director of Tax Planning and Research, you will be a part of the leadership of the Corporate Tax Department, reporting to the Senior Vice President, Tax. While the role is focused on being a technical resource, we expect you to play a broad leadership role across all the activities and responsibilities of the tax department. What you will be doing The Director of Tax Planning and Research will be responsible for: Working with the other members of the leadership of the Corporate Tax Department to establish and achieve strategic tax goals including staffing, training, and development of the team; ensure that all of our tax compliance and financial reporting requirements are met, implement process improvement and technology change to drive efficiency and effectiveness, ensure effective coordination with our business partners throughout the organization, and effectively manage our tax obligations. The Director will be specifically responsible for driving tax planning and research projects, overseeing the Tax Department financial planning and analysis activities, working with industry groups on tax legislative and technical issues, addressing developing tax-related financial reporting issues, working with our operations and legal groups on policyholder reporting and compliance matters, and other responsibilities as required Present tax issues and opportunities to key stakeholders including Genworth Senior Leadership and the Board of Directors Build and maintain effective relationships with internal business partners, external auditors, and advisors What you bring Bachelor's degree in accounting Advance degrees such as a JD or MST will be considered as a component of the overall evaluation of the candidate, but are not essential 15 or more years of relevant work experience, preferably within the insurance industry Significant large accounting firm or law firm experience Excellent verbal and written communication skills Strong critical thinking, project management and relationship management capabilities Ability to communicate effectively with all levels of management The ability to work as a member and leader of a team with a commitment to fostering team culture Employee Benefits & Well-Being Genworth employees make a difference in people's lives every day. We're committed to making a difference in our employees' lives. Competitive Compensation & Total Rewards Incentives Comprehensive Healthcare Coverage Multiple 401(k) Savings Plan Options Auto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded!) Generous Paid Time Off - Including 12 Paid Holidays, Volunteer Time Off and Paid Family Leave Disability, Life, and Long Term Care Insurance Tuition Reimbursement, Student Loan Repayment and Training & Certification Support Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management) Caregiver and Mental Health Support Services ADDITIONAL At this time, Genworth will not sponsor a new applicant for employment authorization for this position. National Range: $134,600 - $209,000 Disclaimer: This role is aligned to a national market-based pay range. Actual compensation will vary based on geographic location, experience, skills, and other job-related factors. In addition to base salary, this role is eligible to participate in a bonus incentive plan. Incentive compensation is based on individual and company performance and is not guaranteed.
07/19/2026
Full time
At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care-and we bring those experiences with us to work in serving our millions of policyholders each day. We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism. Our four values guide our strategy, our decisions, and our interactions: Make it human. We care about the people that make up our customers, colleagues, and communities. Make it about others. We do what's best for our customers and collaborate to drive progress. Make it happen. We work with intention toward a common purpose and forge ways forward together. Make it better. We create fulfilling purpose-driven careers by learning from the world and each other. POSITION TITLE Director of Tax Planning and Research POSITION LOCATION Richmond, VA This position is available to Virginia residents as Richmond, Virginia in-office applicants A Hybrid schedule of both Remote and In-Office days is required. In office days are Tuesday, Wednesday and Thursday with working hours targeting our core business hours of 9am-5pm EST. YOUR ROLE As a HQ Finance team member, you'll play a key role in supporting the financial strength and flexibility that enables us to provide returns to the shareholders and be there when our policyholders need us - now and in the future. As the Director of Tax Planning and Research, you will be a part of the leadership of the Corporate Tax Department, reporting to the Senior Vice President, Tax. While the role is focused on being a technical resource, we expect you to play a broad leadership role across all the activities and responsibilities of the tax department. What you will be doing The Director of Tax Planning and Research will be responsible for: Working with the other members of the leadership of the Corporate Tax Department to establish and achieve strategic tax goals including staffing, training, and development of the team; ensure that all of our tax compliance and financial reporting requirements are met, implement process improvement and technology change to drive efficiency and effectiveness, ensure effective coordination with our business partners throughout the organization, and effectively manage our tax obligations. The Director will be specifically responsible for driving tax planning and research projects, overseeing the Tax Department financial planning and analysis activities, working with industry groups on tax legislative and technical issues, addressing developing tax-related financial reporting issues, working with our operations and legal groups on policyholder reporting and compliance matters, and other responsibilities as required Present tax issues and opportunities to key stakeholders including Genworth Senior Leadership and the Board of Directors Build and maintain effective relationships with internal business partners, external auditors, and advisors What you bring Bachelor's degree in accounting Advance degrees such as a JD or MST will be considered as a component of the overall evaluation of the candidate, but are not essential 15 or more years of relevant work experience, preferably within the insurance industry Significant large accounting firm or law firm experience Excellent verbal and written communication skills Strong critical thinking, project management and relationship management capabilities Ability to communicate effectively with all levels of management The ability to work as a member and leader of a team with a commitment to fostering team culture Employee Benefits & Well-Being Genworth employees make a difference in people's lives every day. We're committed to making a difference in our employees' lives. Competitive Compensation & Total Rewards Incentives Comprehensive Healthcare Coverage Multiple 401(k) Savings Plan Options Auto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded!) Generous Paid Time Off - Including 12 Paid Holidays, Volunteer Time Off and Paid Family Leave Disability, Life, and Long Term Care Insurance Tuition Reimbursement, Student Loan Repayment and Training & Certification Support Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management) Caregiver and Mental Health Support Services ADDITIONAL At this time, Genworth will not sponsor a new applicant for employment authorization for this position. National Range: $134,600 - $209,000 Disclaimer: This role is aligned to a national market-based pay range. Actual compensation will vary based on geographic location, experience, skills, and other job-related factors. In addition to base salary, this role is eligible to participate in a bonus incentive plan. Incentive compensation is based on individual and company performance and is not guaranteed.
Business Controls Lead
City National Bank Newark, Delaware
BUSINESS CONTROLS LEAD WHAT IS THE OPPORTUNITY? 1LOD operational risk support responsible for ongoing day to day risk activities. The primary responsibility for this role is identifying, assessing, monitoring, and reporting all key risks. Assists operations managers with monitoring of business risks and controls. Coordinates Risk Registers to support the overall Risk and Control Self-Assessment. Will work with business partners and risk units, to help prepare for testing , audits and other related risk activities. Provides risk management expertise while working with operations managers and other 2nd line risk partners (to include Operational and Enterprise Risk Management teams, Regulatory Compliance, Business Continuity, IT Risk, Third Party Risk, Corp. Security, etc.). Also responsible for promoting risk awareness within their own Business Unit. WHAT WILL YOU DO? Works with unit Operations Managers to identify, design, document and implement appropriate controls within the organization. Act as subject matter expert for the activities performed in the respective division and their associated risk exposures. Provides advice, support, and strategies to Line of Business units on regulatory interactions as applicable Build, cooordinate, and lead monthly risk working groups to show thematic trends, themes, testing and audit updates, and business needs regarding risk program maturity in conjunction with key objectives. Adhere to a consistent approach in executing key program components for all operational risks, including Risk and Control Self Assessments (RCSA's), Key Risk Indicators (KRI's), Issue Management and Operational Losses. Ensure business/strategic plans are consistent with the Risk Appetite Framework and organizations KRI's and KPI's. Builds and sustains effective relationships across the enterprise. Stays abreast on specific reporting standards, department reporting requirements and bank changes/enhancements. Provide guidance and leadership on relevant risk and control matters such as monitoring operational developments and providing updates to appropriate managers, and research and prepare for resolution Coordinate the completion of issues and action plans and providing status updates of open/closed issues to owners and leadership WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 6-8 years of experience working in financial Industry, preferably in a regulatory-facing role Minimum 6-8 years of experience in banking operations, compliance and/or risk management activities Additional Qualifications Minimum 3 years of operational risk management control design, testing, and/or auditing in a financial institution. Minimum 3 years of Advanced level experience in Microsoft Office, including Word, Excel, Access and PowerPoint Strong interpersonal, influencing, and communications skills with an ability to interact effectively with stakeholders and regulators, as well as effectively building relationships within the Bank. Exceptional writing skills, with ability to synthesize complex concepts and translate into effective presentations to external regulators and Senior Executives. Working knowledge in a broad range of risk management disciplines including credit, financial, supply chain, market, and operational risks. Autonomous, detail oriented and highly motivated with the ability to work independently as well as collaboratively. Experienced in interaction with senior management, project and time management, and issue management with excellent organizational, follow-up and time management skills. Demonstrated ability to think critically and facilitate change through collaborative effort. Strong interpersonal, verbal, and written communication skills. Self-motivation, discipline, task focus, the ability to structure and present work and a proven record of delivering high quality results within strict deadlines. Must have the ability to work on multiple projects simultaneously and prioritize several concurrent initiatives, both individually and for leadership. 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.
07/19/2026
Full time
BUSINESS CONTROLS LEAD WHAT IS THE OPPORTUNITY? 1LOD operational risk support responsible for ongoing day to day risk activities. The primary responsibility for this role is identifying, assessing, monitoring, and reporting all key risks. Assists operations managers with monitoring of business risks and controls. Coordinates Risk Registers to support the overall Risk and Control Self-Assessment. Will work with business partners and risk units, to help prepare for testing , audits and other related risk activities. Provides risk management expertise while working with operations managers and other 2nd line risk partners (to include Operational and Enterprise Risk Management teams, Regulatory Compliance, Business Continuity, IT Risk, Third Party Risk, Corp. Security, etc.). Also responsible for promoting risk awareness within their own Business Unit. WHAT WILL YOU DO? Works with unit Operations Managers to identify, design, document and implement appropriate controls within the organization. Act as subject matter expert for the activities performed in the respective division and their associated risk exposures. Provides advice, support, and strategies to Line of Business units on regulatory interactions as applicable Build, cooordinate, and lead monthly risk working groups to show thematic trends, themes, testing and audit updates, and business needs regarding risk program maturity in conjunction with key objectives. Adhere to a consistent approach in executing key program components for all operational risks, including Risk and Control Self Assessments (RCSA's), Key Risk Indicators (KRI's), Issue Management and Operational Losses. Ensure business/strategic plans are consistent with the Risk Appetite Framework and organizations KRI's and KPI's. Builds and sustains effective relationships across the enterprise. Stays abreast on specific reporting standards, department reporting requirements and bank changes/enhancements. Provide guidance and leadership on relevant risk and control matters such as monitoring operational developments and providing updates to appropriate managers, and research and prepare for resolution Coordinate the completion of issues and action plans and providing status updates of open/closed issues to owners and leadership WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 6-8 years of experience working in financial Industry, preferably in a regulatory-facing role Minimum 6-8 years of experience in banking operations, compliance and/or risk management activities Additional Qualifications Minimum 3 years of operational risk management control design, testing, and/or auditing in a financial institution. Minimum 3 years of Advanced level experience in Microsoft Office, including Word, Excel, Access and PowerPoint Strong interpersonal, influencing, and communications skills with an ability to interact effectively with stakeholders and regulators, as well as effectively building relationships within the Bank. Exceptional writing skills, with ability to synthesize complex concepts and translate into effective presentations to external regulators and Senior Executives. Working knowledge in a broad range of risk management disciplines including credit, financial, supply chain, market, and operational risks. Autonomous, detail oriented and highly motivated with the ability to work independently as well as collaboratively. Experienced in interaction with senior management, project and time management, and issue management with excellent organizational, follow-up and time management skills. Demonstrated ability to think critically and facilitate change through collaborative effort. Strong interpersonal, verbal, and written communication skills. Self-motivation, discipline, task focus, the ability to structure and present work and a proven record of delivering high quality results within strict deadlines. Must have the ability to work on multiple projects simultaneously and prioritize several concurrent initiatives, both individually and for leadership. 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.
AML/BSA Officer
Federal Home Loan Bank of Chicago Chicago, Illinois
At the Federal Home Loan Bank of Chicago, employees come first - that's why we offer a highly competitive compensation and bonus package, and access to a comprehensive benefits program designed to meet the needs of our employees. Collaborative, in-office operating model Retirement program (401k and Pension) Medical, dental and vision insurance Lifestyle Spending Account Competitive PTO plan 11 paid holidays per yearWho we areOur mission at FHLBank Chicago: To partner with our members in Illinois and Wisconsin to provide them competitively priced funding, a reasonable return on their investment, and support for their community investment activities.Simply said, we're a bank for banks and other financial institutions, focused on being a strategic partner for our members and working together to reinvest in our communities, from urban centers to rural areas. Created by Congress in 1932, FHLBank Chicago is one of 11 Federal Home Loan Banks, government sponsored in support of mortgage lending and community investment.What it's like to work hereAt FHLBank Chicago, we bring people together. We are committed to a high performing, engaged workforce, and to supporting the communities we serve across Illinois and Wisconsin. Our Buddy Program pairs new hires with tenured employees to guide their onboarding. Our professional development and training opportunities through upskilling, mentorship programs, and tuition reimbursement allow employees to grow their career with us. Our collaborative, in-office operating model brings teams together to foster innovation, connection, and shared success. To support balance and flexibility, employees are provided an allocation of remote days to use as needed throughout the year.What you'll do:The AML/BSA Officer will serve as the Bank's designated AML/BSA Officer and is primarily responsible for administration, execution, and continuous improvement of the Bank's AML/BSA Program. This role operates within the second line of defense and exercises independent judgment in identification, escalation, and reporting of AML/BSA risks. Reporting to the Director of Compliance, this role serves as a senior individual contributor, leads day-to-day program execution, and serves as the primary point of contact for regulatory and examination inquiries. The role is responsible for reporting and training and maintains direct access to senior management and the Audit Committee of the Board for escalation of material AML/BSA issues.How you'll make an impact: Establish direct accountability point for AML/BSA, strengthening regulatory credibility and ensuring clear, direct escalation of financial crime risks to senior management. Establish dedicated second-line expertise and independence, enabling more effective and stronger oversight over the AML BSA Program. Centralize ownership of program execution, improving the quality, consistency, and defensibility of the program and supporting activities.What you can expect: Lead execution of AML/BSA Program and ensure compliance with applicable regulatory requirements. Serve as Bank's designated AML/BSA Officer accountable for program execution and effectiveness. Lead and coordinate suspicious activity investigations, escalation, and regulatory filings. Maintain complete and examiner-defensible documentation. Exercise independent judgment in the identification, escalation and reporting of AML/BSA risks, including escalation of material issues to senior management and the Audit Committee, as appropriate. Partner with business units to perform investigations and provide effective challenge. Monitor regulatory developments and recommend program enhancements. Conduct AML/BSA risk assessments and track remediation. Provide regular and ad hoc reporting to senior management on AML\BSA program effectiveness and SAR activity. Prepare and deliver AML/BSA training for Bank staff, independent contractors, and the Board of Directors. Oversee identification, tracking, and remediation of AML/BSA issues, including regulatory findings and management action plans, and provide status reporting to senior management and the Audit Committee. Serve as primary liaison for examinations and audits. Support second-line oversight of OFAC, fraud, and related financial crimes programs. May serve as officer of such other functions as well. Perform other duties and support broader Compliance Program activities as assigned. Must be CAMS certified.What you'll bring: Bachelor's or Associates degree in Business, Finance, Risk Management, Law, or a related field or equivalent experience. Minimum 10+ years of AML/BSA experience. Minimum of 3+ years of experience administering AML/BSA programs and interacting with regulators. Strong knowledge of AML/BSA laws and regulations, and of financial services regulatory compliance frameworks, including second-line oversight and effective challenge expectations. Proven strong analytical skills to independently evaluate complex data, identify trends, and assess potential risks. Proven ability to manage investigations and SAR filings. Ability to work independently and to influence and credibly challenge stakeholders across all levels of the organization. Excellent analytical, problem-solving, and decision-making skills. Strong written and verbal communication skills, including executive-level presentations. Ability to manage multiple priorities in a fast-paced, highly regulated environment. Proficiency in Microsoft Office products (Excel, Word, PowerPoint, Outlook); data visualization tools such as Tableau preferred. High degree of initiative, judgment, and accountability.The PerksAt FHLBank Chicago, we believe in rewarding our high performing workforce. We offer a highly competitive compensation and bonus package, and access to a comprehensive benefits program designed to meet the needs of our employees. Our retirement program includes a 401(k) and pension plan. Our wellbeing program supports employees at work and in their personal lives: Our PTO plan provides five weeks of vacation for new employees and 11 paid holidays per year; our Lifestyle Spending Account provides an annual stipend for employees to support wellbeing activities; and our central downtown location at the Old Post Office provides easy access to public transportation and breathtaking views from our award-winning rooftop. Visit for additional details about our benefits. Step into a brighter future with usSalary Range:$151,025.00 - $265,525.00The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we may also consider your experience, and other job-related factors. In addition to the base salary, we offer a comprehensive benefits package which can be found here:
07/19/2026
At the Federal Home Loan Bank of Chicago, employees come first - that's why we offer a highly competitive compensation and bonus package, and access to a comprehensive benefits program designed to meet the needs of our employees. Collaborative, in-office operating model Retirement program (401k and Pension) Medical, dental and vision insurance Lifestyle Spending Account Competitive PTO plan 11 paid holidays per yearWho we areOur mission at FHLBank Chicago: To partner with our members in Illinois and Wisconsin to provide them competitively priced funding, a reasonable return on their investment, and support for their community investment activities.Simply said, we're a bank for banks and other financial institutions, focused on being a strategic partner for our members and working together to reinvest in our communities, from urban centers to rural areas. Created by Congress in 1932, FHLBank Chicago is one of 11 Federal Home Loan Banks, government sponsored in support of mortgage lending and community investment.What it's like to work hereAt FHLBank Chicago, we bring people together. We are committed to a high performing, engaged workforce, and to supporting the communities we serve across Illinois and Wisconsin. Our Buddy Program pairs new hires with tenured employees to guide their onboarding. Our professional development and training opportunities through upskilling, mentorship programs, and tuition reimbursement allow employees to grow their career with us. Our collaborative, in-office operating model brings teams together to foster innovation, connection, and shared success. To support balance and flexibility, employees are provided an allocation of remote days to use as needed throughout the year.What you'll do:The AML/BSA Officer will serve as the Bank's designated AML/BSA Officer and is primarily responsible for administration, execution, and continuous improvement of the Bank's AML/BSA Program. This role operates within the second line of defense and exercises independent judgment in identification, escalation, and reporting of AML/BSA risks. Reporting to the Director of Compliance, this role serves as a senior individual contributor, leads day-to-day program execution, and serves as the primary point of contact for regulatory and examination inquiries. The role is responsible for reporting and training and maintains direct access to senior management and the Audit Committee of the Board for escalation of material AML/BSA issues.How you'll make an impact: Establish direct accountability point for AML/BSA, strengthening regulatory credibility and ensuring clear, direct escalation of financial crime risks to senior management. Establish dedicated second-line expertise and independence, enabling more effective and stronger oversight over the AML BSA Program. Centralize ownership of program execution, improving the quality, consistency, and defensibility of the program and supporting activities.What you can expect: Lead execution of AML/BSA Program and ensure compliance with applicable regulatory requirements. Serve as Bank's designated AML/BSA Officer accountable for program execution and effectiveness. Lead and coordinate suspicious activity investigations, escalation, and regulatory filings. Maintain complete and examiner-defensible documentation. Exercise independent judgment in the identification, escalation and reporting of AML/BSA risks, including escalation of material issues to senior management and the Audit Committee, as appropriate. Partner with business units to perform investigations and provide effective challenge. Monitor regulatory developments and recommend program enhancements. Conduct AML/BSA risk assessments and track remediation. Provide regular and ad hoc reporting to senior management on AML\BSA program effectiveness and SAR activity. Prepare and deliver AML/BSA training for Bank staff, independent contractors, and the Board of Directors. Oversee identification, tracking, and remediation of AML/BSA issues, including regulatory findings and management action plans, and provide status reporting to senior management and the Audit Committee. Serve as primary liaison for examinations and audits. Support second-line oversight of OFAC, fraud, and related financial crimes programs. May serve as officer of such other functions as well. Perform other duties and support broader Compliance Program activities as assigned. Must be CAMS certified.What you'll bring: Bachelor's or Associates degree in Business, Finance, Risk Management, Law, or a related field or equivalent experience. Minimum 10+ years of AML/BSA experience. Minimum of 3+ years of experience administering AML/BSA programs and interacting with regulators. Strong knowledge of AML/BSA laws and regulations, and of financial services regulatory compliance frameworks, including second-line oversight and effective challenge expectations. Proven strong analytical skills to independently evaluate complex data, identify trends, and assess potential risks. Proven ability to manage investigations and SAR filings. Ability to work independently and to influence and credibly challenge stakeholders across all levels of the organization. Excellent analytical, problem-solving, and decision-making skills. Strong written and verbal communication skills, including executive-level presentations. Ability to manage multiple priorities in a fast-paced, highly regulated environment. Proficiency in Microsoft Office products (Excel, Word, PowerPoint, Outlook); data visualization tools such as Tableau preferred. High degree of initiative, judgment, and accountability.The PerksAt FHLBank Chicago, we believe in rewarding our high performing workforce. We offer a highly competitive compensation and bonus package, and access to a comprehensive benefits program designed to meet the needs of our employees. Our retirement program includes a 401(k) and pension plan. Our wellbeing program supports employees at work and in their personal lives: Our PTO plan provides five weeks of vacation for new employees and 11 paid holidays per year; our Lifestyle Spending Account provides an annual stipend for employees to support wellbeing activities; and our central downtown location at the Old Post Office provides easy access to public transportation and breathtaking views from our award-winning rooftop. Visit for additional details about our benefits. Step into a brighter future with usSalary Range:$151,025.00 - $265,525.00The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we may also consider your experience, and other job-related factors. In addition to the base salary, we offer a comprehensive benefits package which can be found here:
Sysco
Operations Director
Sysco Grand Rapids, Michigan
POSITION SUMMARY This is a senior leadership operations position responsible for overseeing and directing daily execution all aspects of Inbound and Outbound Warehouse; Fleet Services; Facilities Management (including building, grounds, power industrial equipment, sanitation, security), Transportation (including routing, delivery, and backhaul); Operations Systems and related third party providers. Responsibilities include but are not limited to, achieving performance key metrics; expense and revenue management; strategic execution of local and corporate initiatives; compliance with government regulations; safety and security of the building, its contents and people. Responsible for building and developing the operations management team along with ensuring a culture of engagement, problem solving and continuous improvement. The expressed purpose of this role is to prepare the incumbent for future Vice President of Operations opportunities. ESSENTIAL FUNCTIONS/ RESPONSIBILITIES: The Director of Operations is responsible for assisting the Vice President of Operations in shaping company strategy, culture and direction. Sets strategic direction in alignment with Corporate strategy for all aspects of operations. Responsible for the wholesome, accurate, efficient, fiscally responsible daily work and safety of Inbound and Outbound Warehouse, Transportation (Delivery), Fleet Services, Facilities, Beverage Services departments and associates. Supports the VPO in the development of the annual Profit Plan with direct input from management team. Oversees budget management including labor, benefits, supplies, company assets, capital investments, depreciation, maintenance and repair, and third party contracts. Evaluates fiscal metrics and adjusts activities to meet or exceed performance expectations. Coordinates with other departments as necessary to ensure upgrades and repairs are completed efficiently and effectively. Performs management functions of staff selection, compensation, development, discipline, performance reviews and/or terminations. Strategically adjusts departments' activities, policies and practices to meet or exceed key performance metrics and customer satisfaction goals. Actively supports other departments in the achievement of their goals. Coordinates with the Corporate facilities team to analyzes growth of the site against facility size to maintain proper storage, receiving, and shipping capabilities for present and future business. Champion efficiency ideas, cost reduction measures and assists with the implementation of changes as they pertain to areas of responsibility and total company. Identifies problems and proposes solutions to other members of senior management. Monitors audits ensuring all required inspections and documentation are completed accurately (including, but not limited to, food safety documentation, DOT records, EPSM, PSM, etc.) and retained to ensure a minimum potential for loss. Enforces policies and procedures to drive compliance with all Insurance Pooling requirements; with local, state, federal and provincial regulatory agencies (i.e. OSHA, DOT, FDA, USDA, DOL, CVOR (Canada), etc.); with licensing and log book requirements and with food safety policies, protocols and requirements. Monitors the condition and maintenance of the warehouse, fleet services, equipment, software, ammonia refrigeration system, HVAC systems, fire protection, and office by ensuring that all are kept consistent with the safety, security, sanitation and appearance standards set by Sysco in an effort to reduce or eliminate operations related injuries or accidents, damage/loss of product or equipment, and unnecessary costs. Ensures contingency systems/practices/protocols are in place to eliminate business disruption. Oversees emergency response or crisis management activities. Develops and maintains liaisons with local emergency management and other entities in order to facilitate plan development and response effort coordination. Assists Safety Manager with training initiatives. Drives compliance in utilization of systems in line with standard operating procedures. Collaborates with Merchandising, Sales Management and Marketing Associates to resolve any customer or delivery opportunities or issues. Visits customer locations and meets with customers to address issues and assess delivery difficulty. Provides assistance in the solicitation of new or prospective business by participating in company meetings and presentations when necessary, and in other market area activities to develop and foster the company's recognition within the business community. Where applicable, oversees or participates in the interpretation, adherence and negotiation of the collective bargaining agreement. As necessary, participate in grievance or arbitration proceedings. Maintains associate relations through regular department meetings; maintains on-going interaction; keeps open communication channels with associates by answering questions and explaining policies and procedures; monitors associate morale; and implements or responds to ideas to improve associate engagement and enablement. Interprets, trains and consistently enforces Company policies and procedures. REQUIRED MINIMUM EDUCATION/EXPERIENCE: Bachelor's degree in Business Administration, Supply Chain Management, Operations Management or a closely related field or equivalent combination of education and related experience. 8 years professional experience with demonstrated progressive levels of management experience (with at least 4 - 5 years in operational management experience) Experience in warehouse and transportation preferred. Must be willing to relocate to advance into a Vice President of Operations position ABILITIES AND SKILLS: Ability to read, comprehend, write and speak English. Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Demonstrated knowledge of Spreadsheet software and Word Processing software, and ability to learn Sysco technology software and programs. Must have excellent computer skills. Working knowledge of Federal Motor Carrier Safety Regulations. Working knowledge of environmental regulations/legislation and governing bodies. Ability to successfully engage and lead individual and team discussions and meetings. Ability to apply all relevant policies in a consistent, timely and objective manner. Capable of working with peers and associates from other departments, sites, Corporate and the business community in a proactive and constructive manner. Ability to work in a disciplined manner and capable of following established procedures, practices and comply with local, state and federal regulations. Ability to manage the pressures and stress associated with a deadline-oriented atmosphere and customer service issues. Demonstrates skill in making independent decisions in support of company policies and procedures in a timely manner. Reports to work promptly and regularly; works well with others; demonstrates the ability to consistently meet deadlines. To be successful in this position, the individual performing the duties must successfully demonstrate all Director level Leadership Framework competencies. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. While performing the duties of this job, the associate is regularly required to talk or hear. The associate is frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms and climb or balance. The associate is occasionally required to stoop, kneel, crouch, or crawl. The associate must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. WORK ENVIRONMENT The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of the job. While performing the duties of this job, the associate is occasionally exposed to wet, hot, extreme cold and/or humid conditions; moving mechanical parts and may be required to work in confined spaces. The associate works non-traditional business hours including evenings, nights, weekends, holidays and on-call. The associate may occasionally be required to travel to other Operating Companies or the Corporate office as business needs dictate (i.e. training, business continuation, etc.). The associate is occasionally exposed to high, precarious places . click apply for full job details
07/19/2026
Full time
POSITION SUMMARY This is a senior leadership operations position responsible for overseeing and directing daily execution all aspects of Inbound and Outbound Warehouse; Fleet Services; Facilities Management (including building, grounds, power industrial equipment, sanitation, security), Transportation (including routing, delivery, and backhaul); Operations Systems and related third party providers. Responsibilities include but are not limited to, achieving performance key metrics; expense and revenue management; strategic execution of local and corporate initiatives; compliance with government regulations; safety and security of the building, its contents and people. Responsible for building and developing the operations management team along with ensuring a culture of engagement, problem solving and continuous improvement. The expressed purpose of this role is to prepare the incumbent for future Vice President of Operations opportunities. ESSENTIAL FUNCTIONS/ RESPONSIBILITIES: The Director of Operations is responsible for assisting the Vice President of Operations in shaping company strategy, culture and direction. Sets strategic direction in alignment with Corporate strategy for all aspects of operations. Responsible for the wholesome, accurate, efficient, fiscally responsible daily work and safety of Inbound and Outbound Warehouse, Transportation (Delivery), Fleet Services, Facilities, Beverage Services departments and associates. Supports the VPO in the development of the annual Profit Plan with direct input from management team. Oversees budget management including labor, benefits, supplies, company assets, capital investments, depreciation, maintenance and repair, and third party contracts. Evaluates fiscal metrics and adjusts activities to meet or exceed performance expectations. Coordinates with other departments as necessary to ensure upgrades and repairs are completed efficiently and effectively. Performs management functions of staff selection, compensation, development, discipline, performance reviews and/or terminations. Strategically adjusts departments' activities, policies and practices to meet or exceed key performance metrics and customer satisfaction goals. Actively supports other departments in the achievement of their goals. Coordinates with the Corporate facilities team to analyzes growth of the site against facility size to maintain proper storage, receiving, and shipping capabilities for present and future business. Champion efficiency ideas, cost reduction measures and assists with the implementation of changes as they pertain to areas of responsibility and total company. Identifies problems and proposes solutions to other members of senior management. Monitors audits ensuring all required inspections and documentation are completed accurately (including, but not limited to, food safety documentation, DOT records, EPSM, PSM, etc.) and retained to ensure a minimum potential for loss. Enforces policies and procedures to drive compliance with all Insurance Pooling requirements; with local, state, federal and provincial regulatory agencies (i.e. OSHA, DOT, FDA, USDA, DOL, CVOR (Canada), etc.); with licensing and log book requirements and with food safety policies, protocols and requirements. Monitors the condition and maintenance of the warehouse, fleet services, equipment, software, ammonia refrigeration system, HVAC systems, fire protection, and office by ensuring that all are kept consistent with the safety, security, sanitation and appearance standards set by Sysco in an effort to reduce or eliminate operations related injuries or accidents, damage/loss of product or equipment, and unnecessary costs. Ensures contingency systems/practices/protocols are in place to eliminate business disruption. Oversees emergency response or crisis management activities. Develops and maintains liaisons with local emergency management and other entities in order to facilitate plan development and response effort coordination. Assists Safety Manager with training initiatives. Drives compliance in utilization of systems in line with standard operating procedures. Collaborates with Merchandising, Sales Management and Marketing Associates to resolve any customer or delivery opportunities or issues. Visits customer locations and meets with customers to address issues and assess delivery difficulty. Provides assistance in the solicitation of new or prospective business by participating in company meetings and presentations when necessary, and in other market area activities to develop and foster the company's recognition within the business community. Where applicable, oversees or participates in the interpretation, adherence and negotiation of the collective bargaining agreement. As necessary, participate in grievance or arbitration proceedings. Maintains associate relations through regular department meetings; maintains on-going interaction; keeps open communication channels with associates by answering questions and explaining policies and procedures; monitors associate morale; and implements or responds to ideas to improve associate engagement and enablement. Interprets, trains and consistently enforces Company policies and procedures. REQUIRED MINIMUM EDUCATION/EXPERIENCE: Bachelor's degree in Business Administration, Supply Chain Management, Operations Management or a closely related field or equivalent combination of education and related experience. 8 years professional experience with demonstrated progressive levels of management experience (with at least 4 - 5 years in operational management experience) Experience in warehouse and transportation preferred. Must be willing to relocate to advance into a Vice President of Operations position ABILITIES AND SKILLS: Ability to read, comprehend, write and speak English. Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Demonstrated knowledge of Spreadsheet software and Word Processing software, and ability to learn Sysco technology software and programs. Must have excellent computer skills. Working knowledge of Federal Motor Carrier Safety Regulations. Working knowledge of environmental regulations/legislation and governing bodies. Ability to successfully engage and lead individual and team discussions and meetings. Ability to apply all relevant policies in a consistent, timely and objective manner. Capable of working with peers and associates from other departments, sites, Corporate and the business community in a proactive and constructive manner. Ability to work in a disciplined manner and capable of following established procedures, practices and comply with local, state and federal regulations. Ability to manage the pressures and stress associated with a deadline-oriented atmosphere and customer service issues. Demonstrates skill in making independent decisions in support of company policies and procedures in a timely manner. Reports to work promptly and regularly; works well with others; demonstrates the ability to consistently meet deadlines. To be successful in this position, the individual performing the duties must successfully demonstrate all Director level Leadership Framework competencies. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. While performing the duties of this job, the associate is regularly required to talk or hear. The associate is frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms and climb or balance. The associate is occasionally required to stoop, kneel, crouch, or crawl. The associate must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. WORK ENVIRONMENT The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of the job. While performing the duties of this job, the associate is occasionally exposed to wet, hot, extreme cold and/or humid conditions; moving mechanical parts and may be required to work in confined spaces. The associate works non-traditional business hours including evenings, nights, weekends, holidays and on-call. The associate may occasionally be required to travel to other Operating Companies or the Corporate office as business needs dictate (i.e. training, business continuation, etc.). The associate is occasionally exposed to high, precarious places . click apply for full job details
Senior Audit Associate
NCheng LLP New York, New York
About NCheng LLP NCheng LLP ("NC") is a multicultural Certified Public Accounting and Consulting firm led by Managing Principal Faizan Younus. Founded in 1989, the firm has grown into a trusted advisor for non-profits, healthcare institutions, housing developers, and professional partnerships. NC provides assurance, accounting, tax, technology, and fiscal management services, specializing in helping non-profits navigate financial reporting, regulatory compliance, and management challenges. We uphold the highest professional standards and are members of the AICPA and NYSSCPA. About the role At NCheng, our Auditors play a vital role in maintaining financial integrity by conducting audits, analyzing data, and assessing internal controls to ensure compliance with regulatory standards. They work closely with clients to identify risks, recommend improvements, and enhance financial transparency. With a focus on accuracy and accountability, our Auditors contribute to reliable financial reporting and help organizations achieve their financial goals. J ob Description Participate in the planning process for financial audits, including setting objectives, scope, and timelines. Evaluate the client's financial and operational risks to determine the audit approach. Execute financial audits in accordance with applicable auditing standards and regulations. Review financial statements, transactions, and internal controls for accuracy and compliance. Analyze financial data, identify discrepancies, and perform substantive testing to detect potential irregularities. Use audit software and tools to improve the efficiency and accuracy of audit procedures. Assess the client's internal control systems and recommend improvements to enhance financial transparency and risk management. Maintain detailed and organized audit work papers for each engagement. Prepare clear and concise audit reports, summarizing findings, and recommendations, and comply with regulatory requirements. Communicate effectively with clients to understand their business processes and financial operations. Provide guidance and insights into financial matters and best practices. Effective and efficient engagement management over a portfolio of clients Develop and enhance existing client relationships. Participate in new business development efforts. Staff mentoring/skills development. Recruitment effort to support revenue growth. Support of other staff and firm personnel. Qualifications/Experience Bachelor's degree in accounting or a related field; CPA certification preferred. 5+ years of experience in US Auditing (US GAAP) and Accounting. 1+ years overseeing junior staff Experience in non-profits Proficiency in accounting software and computer applications, including ProSystem Engagement, Excel, Word, and PowerPoint. Strong organizational and communication skills, with the ability to manage multiple tasks effectively. Self-motivated and highly organized, with a proactive approach to work. Location: Hybrid - Financial District (3 days onsite per week) The pay range for this role is: 90,000 - 100,000 USD per year(HQ) Compensation details: 00 Yearly Salary PI410c30172e7a-3721
07/17/2026
Full time
About NCheng LLP NCheng LLP ("NC") is a multicultural Certified Public Accounting and Consulting firm led by Managing Principal Faizan Younus. Founded in 1989, the firm has grown into a trusted advisor for non-profits, healthcare institutions, housing developers, and professional partnerships. NC provides assurance, accounting, tax, technology, and fiscal management services, specializing in helping non-profits navigate financial reporting, regulatory compliance, and management challenges. We uphold the highest professional standards and are members of the AICPA and NYSSCPA. About the role At NCheng, our Auditors play a vital role in maintaining financial integrity by conducting audits, analyzing data, and assessing internal controls to ensure compliance with regulatory standards. They work closely with clients to identify risks, recommend improvements, and enhance financial transparency. With a focus on accuracy and accountability, our Auditors contribute to reliable financial reporting and help organizations achieve their financial goals. J ob Description Participate in the planning process for financial audits, including setting objectives, scope, and timelines. Evaluate the client's financial and operational risks to determine the audit approach. Execute financial audits in accordance with applicable auditing standards and regulations. Review financial statements, transactions, and internal controls for accuracy and compliance. Analyze financial data, identify discrepancies, and perform substantive testing to detect potential irregularities. Use audit software and tools to improve the efficiency and accuracy of audit procedures. Assess the client's internal control systems and recommend improvements to enhance financial transparency and risk management. Maintain detailed and organized audit work papers for each engagement. Prepare clear and concise audit reports, summarizing findings, and recommendations, and comply with regulatory requirements. Communicate effectively with clients to understand their business processes and financial operations. Provide guidance and insights into financial matters and best practices. Effective and efficient engagement management over a portfolio of clients Develop and enhance existing client relationships. Participate in new business development efforts. Staff mentoring/skills development. Recruitment effort to support revenue growth. Support of other staff and firm personnel. Qualifications/Experience Bachelor's degree in accounting or a related field; CPA certification preferred. 5+ years of experience in US Auditing (US GAAP) and Accounting. 1+ years overseeing junior staff Experience in non-profits Proficiency in accounting software and computer applications, including ProSystem Engagement, Excel, Word, and PowerPoint. Strong organizational and communication skills, with the ability to manage multiple tasks effectively. Self-motivated and highly organized, with a proactive approach to work. Location: Hybrid - Financial District (3 days onsite per week) The pay range for this role is: 90,000 - 100,000 USD per year(HQ) Compensation details: 00 Yearly Salary PI410c30172e7a-3721
Family Practice - Without OB Physician
MedStar Health
Senior Health Plan Medical Director Physician, Baltimore, MD - MedStar Family Choice MedStar Medical Group offers a uniquely rewarding career in a major marketplace. Shape your future in health care in the kind of setting that s right for you and your practice. Become part of an organization that welcomes your experience and input as a clinician and healthcare expert. We are looking for a physician with senior level health plan experience to join MedStar Family Choice, our Medicaid Managed Care Organization, as the health plan Senior Medical Director in the Baltimore, MD region. Key Position Details This position serves as a key thought partner and advisor to the Executive Director on clinical matters. The Senior Medical Director-DC is dedicated to the Maryland plan and serves as key personnel and a member of the senior leadership team of the Maryland plan. Provides clinical oversight of the Medical Directors-Maryland The position is responsible for leadership of the health plan s clinical operations with a primary focus on developing clinal strategy and execution to drive clinical outcomes. The person must understand and can execute on innovative Managed Care disciplines to ensure optimal total cost of care management. This position must work collaboratively in developing various strategic medical expense approaches such as value based contracting strategy. This role also develops and maintains collaborative relationships with Maryland agencies and associates, MedStar Health system leaders, academic physicians, hospitals, community physicians, and related networks. This position raises the visibility of MFC in the community and within the healthcare industry at large. Qualified candidates must have previous experience in a health plan or Medicaid managed care environment, prior supervisory and leadership experience and a minimum of 5 years of clinical experience. Prior experience preferred with provider contracting models and incentive plans, experience with NCQA certification, HEDIS reporting, quality management and audits, departments of health or other government agencies, and government sponsored programs and recipients. Prior experience with population health, disease management, data analysis and interpretation in a health care setting is helpful. This is a hybrid work position that requires three days onsite working from our Maryland office and also remotely. As a MedStar Health associate, you can expect: A competitive salary Medical, dental and vision insurance Paid medical licensing and malpractice insurance Generous paid time off CME leave and CME allowance Retirement savings plan with employer match Be a part of a nationally - recognized health system and the largest provider of health services in the DC, Maryland and Virginia region. With our vast resources and capabilities at your disposal, you can expand your clinical expertise. Enjoy a rich career and a quality of life unique to the Mid-Atlantic region, which features a mix of urban, suburban and rural communities. MedStar Health is the largest health system in the region, with 30,000 associates, working at 10 hospitals, hundreds of ambulatory care sites all together more than 700 access points of care, covering more than 225 zip codes in 17 counties. We are also ranked among the Best Places to Work by Baltimore magazine, Baltimore Business Journal, and Washington Business Journal. MedStar Health is committed to equity for all people and communities. A proud member of the Institute for Diversity in Healthcare Management, we are committed to expanding career and leadership opportunities for ethnically, culturally, and racially diverse individuals. We continue to build a diverse and inclusive workplace where people feel a sense of belonging and accomplishment at all levels of the organization. As a leader in healthcare, we are taking action to evolve our organization and bring unique, multidimensional perspectives together to deliver equitable care, improve the health of the communities we serve, and contribute to the advancement of the healthcare industry overall. At MedStar Health, we believe diverse teams and perspectives make us stronger, lead to better care for our patients, and foster a supportive work experience for our associates. Our commitment to diversity is built into our SPIRIT values, where we acknowledge that teamwork and system effectiveness is built on the collective strength and cultural diversity of everyone working with open communication and mutual respect. This position has a hiring range of $275,000 - $300,000.
07/17/2026
Full time
Senior Health Plan Medical Director Physician, Baltimore, MD - MedStar Family Choice MedStar Medical Group offers a uniquely rewarding career in a major marketplace. Shape your future in health care in the kind of setting that s right for you and your practice. Become part of an organization that welcomes your experience and input as a clinician and healthcare expert. We are looking for a physician with senior level health plan experience to join MedStar Family Choice, our Medicaid Managed Care Organization, as the health plan Senior Medical Director in the Baltimore, MD region. Key Position Details This position serves as a key thought partner and advisor to the Executive Director on clinical matters. The Senior Medical Director-DC is dedicated to the Maryland plan and serves as key personnel and a member of the senior leadership team of the Maryland plan. Provides clinical oversight of the Medical Directors-Maryland The position is responsible for leadership of the health plan s clinical operations with a primary focus on developing clinal strategy and execution to drive clinical outcomes. The person must understand and can execute on innovative Managed Care disciplines to ensure optimal total cost of care management. This position must work collaboratively in developing various strategic medical expense approaches such as value based contracting strategy. This role also develops and maintains collaborative relationships with Maryland agencies and associates, MedStar Health system leaders, academic physicians, hospitals, community physicians, and related networks. This position raises the visibility of MFC in the community and within the healthcare industry at large. Qualified candidates must have previous experience in a health plan or Medicaid managed care environment, prior supervisory and leadership experience and a minimum of 5 years of clinical experience. Prior experience preferred with provider contracting models and incentive plans, experience with NCQA certification, HEDIS reporting, quality management and audits, departments of health or other government agencies, and government sponsored programs and recipients. Prior experience with population health, disease management, data analysis and interpretation in a health care setting is helpful. This is a hybrid work position that requires three days onsite working from our Maryland office and also remotely. As a MedStar Health associate, you can expect: A competitive salary Medical, dental and vision insurance Paid medical licensing and malpractice insurance Generous paid time off CME leave and CME allowance Retirement savings plan with employer match Be a part of a nationally - recognized health system and the largest provider of health services in the DC, Maryland and Virginia region. With our vast resources and capabilities at your disposal, you can expand your clinical expertise. Enjoy a rich career and a quality of life unique to the Mid-Atlantic region, which features a mix of urban, suburban and rural communities. MedStar Health is the largest health system in the region, with 30,000 associates, working at 10 hospitals, hundreds of ambulatory care sites all together more than 700 access points of care, covering more than 225 zip codes in 17 counties. We are also ranked among the Best Places to Work by Baltimore magazine, Baltimore Business Journal, and Washington Business Journal. MedStar Health is committed to equity for all people and communities. A proud member of the Institute for Diversity in Healthcare Management, we are committed to expanding career and leadership opportunities for ethnically, culturally, and racially diverse individuals. We continue to build a diverse and inclusive workplace where people feel a sense of belonging and accomplishment at all levels of the organization. As a leader in healthcare, we are taking action to evolve our organization and bring unique, multidimensional perspectives together to deliver equitable care, improve the health of the communities we serve, and contribute to the advancement of the healthcare industry overall. At MedStar Health, we believe diverse teams and perspectives make us stronger, lead to better care for our patients, and foster a supportive work experience for our associates. Our commitment to diversity is built into our SPIRIT values, where we acknowledge that teamwork and system effectiveness is built on the collective strength and cultural diversity of everyone working with open communication and mutual respect. This position has a hiring range of $275,000 - $300,000.
Tax or Audit and Assurance Supervisor
TEAL BECKER & CHIARAMONTE CPAs Albany, New York
Supervisors oversee engagements and direct staff efforts within the firm to assist our clients, management, owners and/or others charged with governance of privately held businesses, not for profit organizations, governmental entities, employee benefit plans and individuals. The Supervisor provides accounting, auditing, tax and/or other consulting services to clients within established firm and accounting guidelines. Other reasonable duties as assigned. Supervisor will perform all duties described in the staff and senior accountant job description. In general, approximately 75% - 80% of your time will be associated with these assigned tasks to include but are not limited to: 1. Perform and/or oversee and review planning and fieldwork procedures in accounting and auditing engagements (including client inquiry, analytics and testing). 2. Perform and/or oversee and review the preparation of financial statements. 3. Perform and/or oversee and review the preparation federal and state income tax returns for corporate, individual, partnership, fiduciary, trusts, estates and non-profits. 4. Perform and/or oversee and review any other governmental filing as necessary. 5. Identify areas of concern or new areas that would require research of accounting and/or tax standards and applicable legislation. Perform the necessary research. 6. Continue to enhance communication skills with internal teams and management. 7. May serve as primary contact with a client. 8. Perform engagement evaluations of staff, senior accountants and interns on assigned engagements. The remaining 20% - 25% of your time will likely be devoted to the following: 1. Participate in firm directed CPE and on the job training. 2. Networking and business development 3. In-house projects (committees, working groups, etc.) 4. Mentoring, training, development of newer staff MINIMUM REQUIREMENTS Candidates must have a B.S. in Accounting or a closely related degree. MST, MSA or other industry related graduate degree is preferred. Must have a current, active CPA license. A minimum of three years of relevant professional work experience. Candidates must also have strong computer, communication and interpersonal skills, be organized, detail-oriented, energetic, and have a desire to learn. Must be able to excel in deadline-driven environment. Integrity, with an ability to handle confidential information is critical to this role. In addition, client contact is required, and this individual should be able to communicate effectively with client employees and members of a client's management. The Supervisor works a standard day shift in an office environment. Role may require travel or alternate work schedule based on client needs. Compensation details: 00 Yearly Salary PI7272eae23ab5-6656
07/16/2026
Full time
Supervisors oversee engagements and direct staff efforts within the firm to assist our clients, management, owners and/or others charged with governance of privately held businesses, not for profit organizations, governmental entities, employee benefit plans and individuals. The Supervisor provides accounting, auditing, tax and/or other consulting services to clients within established firm and accounting guidelines. Other reasonable duties as assigned. Supervisor will perform all duties described in the staff and senior accountant job description. In general, approximately 75% - 80% of your time will be associated with these assigned tasks to include but are not limited to: 1. Perform and/or oversee and review planning and fieldwork procedures in accounting and auditing engagements (including client inquiry, analytics and testing). 2. Perform and/or oversee and review the preparation of financial statements. 3. Perform and/or oversee and review the preparation federal and state income tax returns for corporate, individual, partnership, fiduciary, trusts, estates and non-profits. 4. Perform and/or oversee and review any other governmental filing as necessary. 5. Identify areas of concern or new areas that would require research of accounting and/or tax standards and applicable legislation. Perform the necessary research. 6. Continue to enhance communication skills with internal teams and management. 7. May serve as primary contact with a client. 8. Perform engagement evaluations of staff, senior accountants and interns on assigned engagements. The remaining 20% - 25% of your time will likely be devoted to the following: 1. Participate in firm directed CPE and on the job training. 2. Networking and business development 3. In-house projects (committees, working groups, etc.) 4. Mentoring, training, development of newer staff MINIMUM REQUIREMENTS Candidates must have a B.S. in Accounting or a closely related degree. MST, MSA or other industry related graduate degree is preferred. Must have a current, active CPA license. A minimum of three years of relevant professional work experience. Candidates must also have strong computer, communication and interpersonal skills, be organized, detail-oriented, energetic, and have a desire to learn. Must be able to excel in deadline-driven environment. Integrity, with an ability to handle confidential information is critical to this role. In addition, client contact is required, and this individual should be able to communicate effectively with client employees and members of a client's management. The Supervisor works a standard day shift in an office environment. Role may require travel or alternate work schedule based on client needs. Compensation details: 00 Yearly Salary PI7272eae23ab5-6656
Community Manager - Part Time
Wallick Communities Linton, Indiana
Description Community Manager Location: Linton Apartments - Linton, IN 47441 Job Type : Part Time - 20 hours a week Make a Difference-And Own Your Future Join Wallick Communities , a 100% employee-owned company with over 55 years of experience in providing affordable housing and assisted living for families and seniors across the Midwest. With 1,000+ associates and a mission to open doors to homes, opportunity, and hope, we take pride in fostering a supportive and collaborative work environment where every employee-owner plays a vital role. A Career with Wallick Means Creating Homes for People Who Need It Most : Providing new beginnings for residents seeking affordable, safe and high-quality housing where they can thrive. Pay-on-Demand: access your money as you earn it. Exceptional Benefit Package : Health, dental, vision insurance effective within 2 weeks of starting your new job . Other benefits like gym membership reimbursement, paid parental leave, 401K, and more! Work-Life Balance: Paid time off, including paid parental leave. Learning & Support : A supportive team that cares about your continued development, well-being and professional growth. Resident Stories That Stay with You : From Henry, who moved into his first-ever home, to Jaci, whose stay at a Wallick community allowed her to achieve homeownership and graduate college, kickstarting her dream career. Career Growth: Tuition reimbursement, t raining, professional development, and advancement opportunities within a company that invests in its people. Employee Owned, Resident Focused : As a 100% employee-owned company, your daily work (supporting our residents) also contributes to your financial future by sharing in our profitability. What You'll Do People Leadership Lead a team of leasing agents and maintenance professionals, ensuring a highly engaged team provides a great experience for our residents. Process community staff payroll. Financial Responsibility Ensure collections of all monies due to the community (i.e., rent) are received and deposited. Process community invoices for payment. Purchase and maintain adequate supplies for the community. Community and Resident Focus Maintain acceptable levels of occupancy (minimum 98%). Maintain positive relationships with the community owner/s and its residents. Review rental applications for approval. Operational Excellence Complete move-out paperwork according to governing regulations. Perform unit move-out, annual, and housekeeping inspections in a timely manner. Audit all resident files and ensure they are complete and correct prior to forwarding to supervisor for review/approval. Timely completion of reports required by government agencies, administrators, or the Company. Responsible for maintaining the community to Company standards. Perform other related duties as assigned. What We're Looking For Experience: 1+ year previous experience as a residential property manager, with HUD / Section 8 experience a big plus. Or, 3 years previous experience in a general manager position, or similar, with exceptional people leadership and process management experience. Education: High School diploma, or associate's degree is a big plus. Having COS, LIHTC, HCCP, AHM is a plus - you will be given the chance to obtain as an associate. Dependability: Reliable transportation and a strong work ethic . Resident Focus: A commitment to providing exceptional service to our valued residents . Operational Excellence: You're deadline driven, with a keen eye for detail, compliance, and quality. Technically Savvy: You have great computer skills and fluent with Microsoft Office suite, and experience with Yardi is a big plus. Wallick's Mission & Values At Wallick Communities, we believe in opening doors to homes, opportunity, and hope for our residents , associates, and community . Our core values guide everything we do: Care - We show compassion and respect for everyone. Character - We do the right thing, even when no one is looking. Collaboration - We work together to achieve more. At Wallick, we celebrate Diversity, Equity, Inclusion + Belonging (DEI+B) in our workplace and communities , creating an environment where associates feel welcome, respected, and empowered to bring their authentic selves to the great work they do every day . For nearly 60 years, it has been at the core of our organization's culture that all Wallick associates come to a safe and inclusive place to wor k. Wallick does not discriminate based on race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, or other non-merit-based factors. Join Us and Become an Employee-Owner! If you're ready to make a difference in people's lives while securing your financial future, apply today! Employment is contingent upon passing a pre-employment background check and drug screen.
07/16/2026
Full time
Description Community Manager Location: Linton Apartments - Linton, IN 47441 Job Type : Part Time - 20 hours a week Make a Difference-And Own Your Future Join Wallick Communities , a 100% employee-owned company with over 55 years of experience in providing affordable housing and assisted living for families and seniors across the Midwest. With 1,000+ associates and a mission to open doors to homes, opportunity, and hope, we take pride in fostering a supportive and collaborative work environment where every employee-owner plays a vital role. A Career with Wallick Means Creating Homes for People Who Need It Most : Providing new beginnings for residents seeking affordable, safe and high-quality housing where they can thrive. Pay-on-Demand: access your money as you earn it. Exceptional Benefit Package : Health, dental, vision insurance effective within 2 weeks of starting your new job . Other benefits like gym membership reimbursement, paid parental leave, 401K, and more! Work-Life Balance: Paid time off, including paid parental leave. Learning & Support : A supportive team that cares about your continued development, well-being and professional growth. Resident Stories That Stay with You : From Henry, who moved into his first-ever home, to Jaci, whose stay at a Wallick community allowed her to achieve homeownership and graduate college, kickstarting her dream career. Career Growth: Tuition reimbursement, t raining, professional development, and advancement opportunities within a company that invests in its people. Employee Owned, Resident Focused : As a 100% employee-owned company, your daily work (supporting our residents) also contributes to your financial future by sharing in our profitability. What You'll Do People Leadership Lead a team of leasing agents and maintenance professionals, ensuring a highly engaged team provides a great experience for our residents. Process community staff payroll. Financial Responsibility Ensure collections of all monies due to the community (i.e., rent) are received and deposited. Process community invoices for payment. Purchase and maintain adequate supplies for the community. Community and Resident Focus Maintain acceptable levels of occupancy (minimum 98%). Maintain positive relationships with the community owner/s and its residents. Review rental applications for approval. Operational Excellence Complete move-out paperwork according to governing regulations. Perform unit move-out, annual, and housekeeping inspections in a timely manner. Audit all resident files and ensure they are complete and correct prior to forwarding to supervisor for review/approval. Timely completion of reports required by government agencies, administrators, or the Company. Responsible for maintaining the community to Company standards. Perform other related duties as assigned. What We're Looking For Experience: 1+ year previous experience as a residential property manager, with HUD / Section 8 experience a big plus. Or, 3 years previous experience in a general manager position, or similar, with exceptional people leadership and process management experience. Education: High School diploma, or associate's degree is a big plus. Having COS, LIHTC, HCCP, AHM is a plus - you will be given the chance to obtain as an associate. Dependability: Reliable transportation and a strong work ethic . Resident Focus: A commitment to providing exceptional service to our valued residents . Operational Excellence: You're deadline driven, with a keen eye for detail, compliance, and quality. Technically Savvy: You have great computer skills and fluent with Microsoft Office suite, and experience with Yardi is a big plus. Wallick's Mission & Values At Wallick Communities, we believe in opening doors to homes, opportunity, and hope for our residents , associates, and community . Our core values guide everything we do: Care - We show compassion and respect for everyone. Character - We do the right thing, even when no one is looking. Collaboration - We work together to achieve more. At Wallick, we celebrate Diversity, Equity, Inclusion + Belonging (DEI+B) in our workplace and communities , creating an environment where associates feel welcome, respected, and empowered to bring their authentic selves to the great work they do every day . For nearly 60 years, it has been at the core of our organization's culture that all Wallick associates come to a safe and inclusive place to wor k. Wallick does not discriminate based on race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, or other non-merit-based factors. Join Us and Become an Employee-Owner! If you're ready to make a difference in people's lives while securing your financial future, apply today! Employment is contingent upon passing a pre-employment background check and drug screen.
Quality Assurance Technician III - 1st & 2nd Shift
Strohwig Industries Inc Richfield, Wisconsin
BENEFITS 15% 2nd Shift Premium Medical & Vision Insurance Supplemental Insurance Plans Available Dental Insurance (Company paid) STD and Life & AD&D Insurance (Company paid) 401(K) Matching PTO & Unpaid Excused Absences Uniforms (Company paid) Training & Apprenticeship Opportunities Safety Shoe & Glasses Reimbursement Program Gym Membership Reimbursement Program JOB SUMMARY The Quality Assurance Technician III is a senior-level role responsible for ensuring that machined parts and assemblies meet internal standards, customer specifications, and applicable industry/ISO requirements. This position serves as a subject matter expert on quality inspection processes, advanced measurement tools, and root cause analysis. The QA Tech III mentors junior inspectors, supports continuous improvement initiatives, and partners with engineering and production teams to maintain the highest standards of product quality and compliance. ESSENTIAL DUTIES AND RESPONSIBILITIES Performs advanced dimensional inspections of machined components using precision measuring equipment (CMM, optical comparators, height gauges, micrometers, calipers, etc.). Interprets complex engineering drawings, GD&T, specifications, and customer requirements. Conducts First Article Inspections (FAI) in accordance with AS9102 or customer-specific requirements. Develops, reviews, and maintains inspection plans, control plans, and quality documentation. Supports PPAP submissions and customer qualification processes. Leads root cause analysis and corrective action efforts for nonconforming product. Assists in the calibration and maintenance of inspection equipment. Mentors and trains junior QA technicians and production personnel on quality processes and standards. Participates in internal and external audits (ISO 9001, AS9100, customer audits). Collaborates with engineering and production teams to drive process improvements and prevent recurrence of quality issues. Ensures compliance with company, customer, and regulatory requirements. The above list outlines the general details that describe the position's principles and essential functions. It shall not be construed as the only duties assigned for the job. An individual in this position must successfully perform the essential duties and responsibilities listed above. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. MINIMUM QUALIFICATIONS High school diploma or equivalent required; Minimum 5-7 years of quality assurance experience in a precision machining/manufacturing environment. Strong knowledge of GD&T, blueprint reading, and metrology. Proficient in the use of CMMs. Experience with ISO 9001 and/or AS9100 quality systems. Solid understanding of statistical process control (SPC), PPAP, and root cause/corrective action methods. Excellent problem-solving, documentation, and communication skills. Ability to work independently with minimal supervision while also collaborating in a team environment. Strong computer skills, including Microsoft Office, ERP/MRP systems, and quality software tools. PREFERRED QUALIFICATIONS Associate degree or technical certification in Quality, Manufacturing, or related field. 7+ years of quality assurance experience in a precision machining/manufacturing environment. Proficient in the use of PC-DMIS, Zeiss Calypso, or similar software. PHYSICAL AND MENTAL DEMANDS The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Frequently required to talk or hear. Frequently required to sit, stand, walk, use hands to finger, handle, or feel, and reach with hands and arms. Occasionally required to climb or balance; stoop, kneel, crouch, or crawl. Frequently required to lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Read English. Communicate effectively with employees. Stand, walk, push, pull, reach overhead, and bend to the floor. WORKING ENVIRONMENT The work environment characteristics described here represent those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Primarily a shop-based position. Moderate noise levels from operating machines in the shop. Physical hazards from moving equipment and machine parts in the shop. Breaking fumes, dust, and mist in the shop. Skin is exposed to oils and cutting fluids in the shop. 1st Shift 5:45 am - 2:15 pm 2nd Shift: 2:00 pm - 10:00 pm Compensation details: 35-50 Hourly Wage PI54bb14c5-
07/16/2026
Full time
BENEFITS 15% 2nd Shift Premium Medical & Vision Insurance Supplemental Insurance Plans Available Dental Insurance (Company paid) STD and Life & AD&D Insurance (Company paid) 401(K) Matching PTO & Unpaid Excused Absences Uniforms (Company paid) Training & Apprenticeship Opportunities Safety Shoe & Glasses Reimbursement Program Gym Membership Reimbursement Program JOB SUMMARY The Quality Assurance Technician III is a senior-level role responsible for ensuring that machined parts and assemblies meet internal standards, customer specifications, and applicable industry/ISO requirements. This position serves as a subject matter expert on quality inspection processes, advanced measurement tools, and root cause analysis. The QA Tech III mentors junior inspectors, supports continuous improvement initiatives, and partners with engineering and production teams to maintain the highest standards of product quality and compliance. ESSENTIAL DUTIES AND RESPONSIBILITIES Performs advanced dimensional inspections of machined components using precision measuring equipment (CMM, optical comparators, height gauges, micrometers, calipers, etc.). Interprets complex engineering drawings, GD&T, specifications, and customer requirements. Conducts First Article Inspections (FAI) in accordance with AS9102 or customer-specific requirements. Develops, reviews, and maintains inspection plans, control plans, and quality documentation. Supports PPAP submissions and customer qualification processes. Leads root cause analysis and corrective action efforts for nonconforming product. Assists in the calibration and maintenance of inspection equipment. Mentors and trains junior QA technicians and production personnel on quality processes and standards. Participates in internal and external audits (ISO 9001, AS9100, customer audits). Collaborates with engineering and production teams to drive process improvements and prevent recurrence of quality issues. Ensures compliance with company, customer, and regulatory requirements. The above list outlines the general details that describe the position's principles and essential functions. It shall not be construed as the only duties assigned for the job. An individual in this position must successfully perform the essential duties and responsibilities listed above. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. MINIMUM QUALIFICATIONS High school diploma or equivalent required; Minimum 5-7 years of quality assurance experience in a precision machining/manufacturing environment. Strong knowledge of GD&T, blueprint reading, and metrology. Proficient in the use of CMMs. Experience with ISO 9001 and/or AS9100 quality systems. Solid understanding of statistical process control (SPC), PPAP, and root cause/corrective action methods. Excellent problem-solving, documentation, and communication skills. Ability to work independently with minimal supervision while also collaborating in a team environment. Strong computer skills, including Microsoft Office, ERP/MRP systems, and quality software tools. PREFERRED QUALIFICATIONS Associate degree or technical certification in Quality, Manufacturing, or related field. 7+ years of quality assurance experience in a precision machining/manufacturing environment. Proficient in the use of PC-DMIS, Zeiss Calypso, or similar software. PHYSICAL AND MENTAL DEMANDS The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Frequently required to talk or hear. Frequently required to sit, stand, walk, use hands to finger, handle, or feel, and reach with hands and arms. Occasionally required to climb or balance; stoop, kneel, crouch, or crawl. Frequently required to lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Read English. Communicate effectively with employees. Stand, walk, push, pull, reach overhead, and bend to the floor. WORKING ENVIRONMENT The work environment characteristics described here represent those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Primarily a shop-based position. Moderate noise levels from operating machines in the shop. Physical hazards from moving equipment and machine parts in the shop. Breaking fumes, dust, and mist in the shop. Skin is exposed to oils and cutting fluids in the shop. 1st Shift 5:45 am - 2:15 pm 2nd Shift: 2:00 pm - 10:00 pm Compensation details: 35-50 Hourly Wage PI54bb14c5-
QA Supervisor
Altor Solutions El Dorado Springs, Missouri
Description: Job Summary The Quality Assurance Supervisor role is responsible for ensuring that the products manufactured in the organization fits the purpose and meets the customer's expectations. Assures consistent quality of production by developing and enforcing Quality Management System, (QMS); validating processes; providing documentation; managing staff. Involved in the process to plan, coordinate, organize and control of the production within the facility. The incumbent is expected to be a self-starter, a good manager of time, work independently and follow Altor's standards for safety and conduct. Essential Duties & Responsibilities Achieve quality assurance objectives by contributing to strategic plans and reviews; implementing production, productivity, quality, and customer service standards; identifying and resolving problems; completing audits; determining system improvements; and implementing change. Develop and maintain quality assurance plans by conducting hazard analyses; identifying critical control points and preventive measures; establishing critical limits, monitoring procedures, corrective actions, and verification procedures; and monitoring inventories. Validate quality processes by establishing product specifications and quality attributes; measuring production; documenting evidence; determining operational and performance qualifications; and writing and updating quality assurance procedures. Maintain and improve product quality by completing product, company, system compliance, and surveillance audits; investigating customer complaints; and collaborating with management on new product development, engineering changes, and manufacturing/training methods to enhance quality performance. Prepare, analyze, and maintain quality documentation, reports, and metrics (e.g., failed processes, stability studies, recalls, corrective actions, and re-validations). Mentor, train, and develop Quality Team members to promote engagement, accountability, and continuous improvement. Carry out supervisory responsibilities including interviewing, hiring, training, assigning work, evaluating performance, and handling disciplinary actions in accordance with company policies and applicable laws. Develop, implement, and maintain Quality Management System (QMS) improvement plans, goals, and data to support budget initiatives, ensuring compliance with regulatory and industry standards (e.g., ISO 9001, CMMI, FDA). Lead root cause analysis, problem containment, and corrective action processes, ensuring timely investigation and response to customer complaints and nonconformances. Partner with Operations and cross-functional teams in problem-solving, Six Sigma initiatives, process improvement, and data/trend analysis to enhance product and process performance. Plan and conduct internal and supplier quality audits; support external audits and ensure supplier compliance through education, training, and monitoring performance. Maintain current knowledge of industry trends and advancements in quality management through ongoing education, professional development, and networking. Support plant operations by following established job specifications, task lists, and performing additional duties as assigned. Perform all other duties as assigned. Requirements: Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education Requirement/Work Experience Associate's degree from an accredited college or university in a technical, engineering, or quality-related field, or equivalent combination of education and experience required. Bachelor's degree in Engineering, Quality Management, or a related field preferred. Quality certifications such as CQMOE, CQE, or CQA preferred. Minimum of 3-5 years of quality assurance or quality systems experience, ideally within a manufacturing environment. Demonstrated ability to build strong relationships and work effectively with all levels of the organization, from production associates to senior leadership. Proven record of integrity, accountability, and alignment with company values and culture. Computer Skills To perform this job successfully, an individual should be proficient with Microsoft Office MS Word, Excel, PowerPoint. Experience with ERP (NetSuite) Core Values Our core values define how we work and what we expect from every associate. The ideal candidate will consistently demonstrate these values in performing the responsibilities of this role. Each core value represents essential behaviors and competencies aligned with the duties and qualifications of the position. Accountability - We take full responsibility for our actions and outcomes, ensuring transparency and trust with our stakeholders, customers, associates, and the environment. Competencies: Problem Solving, Decision Making, Planning & Organizing, Resilience, Time Management/Prioritization and Learning Agility Innovation - We champion creativity and collaboration, continually striving to deliver groundbreaking solutions that transform our industry and exceed expectations. Competencies: Creativity & Curiosity, Continuous Improvement, Vision & Strategic Thinking, and Collaboration & Teamwork Integrity - We uphold the highest ethical standards of honesty, transparency, and ethical behavior in every decision and action, fostering trust at all levels in our organization. Competencies: Honesty, Consistency & Dependability and Commitment to Excellence Adaptability - We embrace change agility and resilience, staying flexible and proactive in a constantly evolving world. Competencies: Communication, Results Oriented and Flexibility Caring - We prioritize the well-being of our people, communities, and business partners, recognizing that their success and happiness are vital to our own. Competencies: Organizational Savvy, Risk Management, Compliance, Diversity, and Empathy Passion - We are driven by a relentless pursuit of excellence, demonstrating determination to succeed while maintaining humility and respect for others. Competencies: Commitment, Persistence & Tenacity, Humility and Respect Physical Demands The physical demands described here 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. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include: close vision. While performing the duties of this Job, the employee is frequently required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work environment is typical of most manufacturing environments. The noise level in the work environment is usually moderate to high level with ear protection required. Disclaimer The above statements are intended to describe the general nature and level of work being performed by those assigned to a particular position. This document in no way states or implies that this is as an exhaustive list of all responsibilities, duties, and skills required and personnel may be required to perform duties outside their normal responsibilities from time to time, as needed. The Company reserves the right to change, modify, amend, add to or delete from, any section of this document as it deems, in its judgment, to be proper. MR1 PIeec13e24a1c5-9151
07/16/2026
Full time
Description: Job Summary The Quality Assurance Supervisor role is responsible for ensuring that the products manufactured in the organization fits the purpose and meets the customer's expectations. Assures consistent quality of production by developing and enforcing Quality Management System, (QMS); validating processes; providing documentation; managing staff. Involved in the process to plan, coordinate, organize and control of the production within the facility. The incumbent is expected to be a self-starter, a good manager of time, work independently and follow Altor's standards for safety and conduct. Essential Duties & Responsibilities Achieve quality assurance objectives by contributing to strategic plans and reviews; implementing production, productivity, quality, and customer service standards; identifying and resolving problems; completing audits; determining system improvements; and implementing change. Develop and maintain quality assurance plans by conducting hazard analyses; identifying critical control points and preventive measures; establishing critical limits, monitoring procedures, corrective actions, and verification procedures; and monitoring inventories. Validate quality processes by establishing product specifications and quality attributes; measuring production; documenting evidence; determining operational and performance qualifications; and writing and updating quality assurance procedures. Maintain and improve product quality by completing product, company, system compliance, and surveillance audits; investigating customer complaints; and collaborating with management on new product development, engineering changes, and manufacturing/training methods to enhance quality performance. Prepare, analyze, and maintain quality documentation, reports, and metrics (e.g., failed processes, stability studies, recalls, corrective actions, and re-validations). Mentor, train, and develop Quality Team members to promote engagement, accountability, and continuous improvement. Carry out supervisory responsibilities including interviewing, hiring, training, assigning work, evaluating performance, and handling disciplinary actions in accordance with company policies and applicable laws. Develop, implement, and maintain Quality Management System (QMS) improvement plans, goals, and data to support budget initiatives, ensuring compliance with regulatory and industry standards (e.g., ISO 9001, CMMI, FDA). Lead root cause analysis, problem containment, and corrective action processes, ensuring timely investigation and response to customer complaints and nonconformances. Partner with Operations and cross-functional teams in problem-solving, Six Sigma initiatives, process improvement, and data/trend analysis to enhance product and process performance. Plan and conduct internal and supplier quality audits; support external audits and ensure supplier compliance through education, training, and monitoring performance. Maintain current knowledge of industry trends and advancements in quality management through ongoing education, professional development, and networking. Support plant operations by following established job specifications, task lists, and performing additional duties as assigned. Perform all other duties as assigned. Requirements: Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education Requirement/Work Experience Associate's degree from an accredited college or university in a technical, engineering, or quality-related field, or equivalent combination of education and experience required. Bachelor's degree in Engineering, Quality Management, or a related field preferred. Quality certifications such as CQMOE, CQE, or CQA preferred. Minimum of 3-5 years of quality assurance or quality systems experience, ideally within a manufacturing environment. Demonstrated ability to build strong relationships and work effectively with all levels of the organization, from production associates to senior leadership. Proven record of integrity, accountability, and alignment with company values and culture. Computer Skills To perform this job successfully, an individual should be proficient with Microsoft Office MS Word, Excel, PowerPoint. Experience with ERP (NetSuite) Core Values Our core values define how we work and what we expect from every associate. The ideal candidate will consistently demonstrate these values in performing the responsibilities of this role. Each core value represents essential behaviors and competencies aligned with the duties and qualifications of the position. Accountability - We take full responsibility for our actions and outcomes, ensuring transparency and trust with our stakeholders, customers, associates, and the environment. Competencies: Problem Solving, Decision Making, Planning & Organizing, Resilience, Time Management/Prioritization and Learning Agility Innovation - We champion creativity and collaboration, continually striving to deliver groundbreaking solutions that transform our industry and exceed expectations. Competencies: Creativity & Curiosity, Continuous Improvement, Vision & Strategic Thinking, and Collaboration & Teamwork Integrity - We uphold the highest ethical standards of honesty, transparency, and ethical behavior in every decision and action, fostering trust at all levels in our organization. Competencies: Honesty, Consistency & Dependability and Commitment to Excellence Adaptability - We embrace change agility and resilience, staying flexible and proactive in a constantly evolving world. Competencies: Communication, Results Oriented and Flexibility Caring - We prioritize the well-being of our people, communities, and business partners, recognizing that their success and happiness are vital to our own. Competencies: Organizational Savvy, Risk Management, Compliance, Diversity, and Empathy Passion - We are driven by a relentless pursuit of excellence, demonstrating determination to succeed while maintaining humility and respect for others. Competencies: Commitment, Persistence & Tenacity, Humility and Respect Physical Demands The physical demands described here 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. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include: close vision. While performing the duties of this Job, the employee is frequently required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work environment is typical of most manufacturing environments. The noise level in the work environment is usually moderate to high level with ear protection required. Disclaimer The above statements are intended to describe the general nature and level of work being performed by those assigned to a particular position. This document in no way states or implies that this is as an exhaustive list of all responsibilities, duties, and skills required and personnel may be required to perform duties outside their normal responsibilities from time to time, as needed. The Company reserves the right to change, modify, amend, add to or delete from, any section of this document as it deems, in its judgment, to be proper. MR1 PIeec13e24a1c5-9151
Construction Quality Control Manager / Superintendent
SJS Executives LLC Saint Cloud, Minnesota
SJS Executives, LLC (SJS), also doing business as SJS Industrial, is currently seeking reliable, experienced, Senior Engineering Technicians to work full time for SJS Executives supporting a Federal Medical Facility in St. Cloud supporting ongoing construction operations supporting their Master Plan. We are a Service-Disabled Veteran Owned Small Business (SDVOSB) with 150 employees coast to coast and a headquarters in Virginia Beach, Virginia; we specialize in professional services to support federal and military organizations. The salary range for this position is $33.65/hr to $38/hr . SJS also offers 11 paid federal holidays, 80 hours of PTO accrual, medical, dental, vision, and a variety of additional benefits. Responsibilities: Perform field verifications, drawing reviews, and construction document markups to support project execution and maintain accurate project records.Serve as a procurement liaison by developing acquisition packages, scopes of work, independent cost estimates, market research, option year renewals, and other federal procurement documentation.Develop and maintain compliance management schedules for Life Safety and Environment of Care programs, including inspection frequencies, due dates, and regulatory reporting requirements.Coordinate with facilities maintenance staff and contractors to monitor contract deliverables and ensure compliance with established scopes of work.Enter and manage preventive maintenance programs within Maximo for building systems including fire alarm, emergency power, electrical systems, medical gas, elevators, HVAC, water treatment, and Legionella prevention.Audit facility equipment and assets in the field and maintain accurate asset, preventive maintenance, and inventory records within Maximo.Train Facilities Management personnel on Maximo best practices, including job plans, preventive maintenance plans, asset management, and workflow optimization.Support project planning, programming, design, construction, commissioning, occupancy, and project closeout activities.Develop and maintain project schedules, milestone tracking, budget monitoring, document control, and overall project coordination.Coordinate project activities among Government personnel, contractors, consultants, and project stakeholders.Conduct field observations, facility assessments, existing conditions surveys, technical inspections, and quality assurance reviews.Prepare engineering and construction documentation, technical reports, meeting minutes, action item logs, cost estimates, quantity takeoffs, schedule analyses, and technical recommendations.Participate in design reviews, technical submittal evaluations, Requests for Information (RFIs), record drawing updates, and project closeout documentation.Assist with construction administration, contractor coordination, technical evaluations, and project communications throughout all phases of construction.Support multiple concurrent healthcare construction, renovation, maintenance, repair, infrastructure, utility, and capital improvement projects.Review construction documents, contracts, work letters, project charters, surveys, and technical drawings to ensure project compliance and successful execution.Coordinate project activities within occupied healthcare facilities while minimizing disruption to ongoing clinical operations.Manage interdisciplinary project teams and facilitate collaboration among architects, engineers, contractors, and facility personnel.Assist with budget development, funding strategies, cost control, and long-range project planning. Qualifications: In accordance with federal regulations, possession of a valid Real ID is a requirement for this position.Minimum of 10 years of construction management experience, including at least 3 years supporting healthcare construction projects.Certified Construction Manager (CCM) certification through the Construction Management Association of America (CMAA) preferred.Demonstrated experience managing both healthcare renovation and new construction projects.Strong knowledge of engineering, architectural, and construction principles related to hospitals, medical facilities, site utilities, roadways, parking areas, and associated infrastructure.Experience with ADA-compliant construction, renovations, and facility modernization projects.Ability to interpret and apply construction contracts, agreements, scopes of work, project charters, surveys, specifications, and construction drawings.Working knowledge of Federal Master Specifications, Design Guides, Design Manuals, and other federal design criteria.Proficiency using AutoCAD and Revit for basic drawing review and document modifications.Experience supporting Federal construction projects and familiarity with federal design review, approval, and project delivery processes.Experience developing and managing complex, multi-year construction programs and capital improvement projects.Demonstrated ability to manage multidisciplinary project teams and coordinate multiple stakeholders.Ability to integrate competing priorities while maintaining project schedules, budgets, and quality objectives.Experience coordinating construction activities within occupied healthcare environments.Knowledge of project scheduling, milestone tracking, budget management, funding strategies, and project controls.Experience preparing technical reports, correspondence, presentations, and executive-level briefings.Excellent written and verbal communication skills.Experience using Computerized Maintenance Management Systems (CMMS), preferably Maximo, for asset management and preventive maintenance administration.Ability to perform equipment audits, maintain asset records, and support preventive maintenance programs.Knowledge of facility systems including HVAC, electrical distribution, emergency power, fire alarm systems, medical gas, elevators, water treatment, and life safety systems.Ability to obtain Federal facility network access through a required security screening, which may include fingerprinting, criminal background, and financial background checks.Bachelor's degree in Architecture, Engineering, Construction Management, or a related field preferred.Professional registration as an Architect or Professional Engineer preferred.Experience supporting healthcare facility operations, facilities management, commissioning, and project closeout activities preferred.Must be able to successfully pass a drug test and a thorough background check for access onto a military installation; please note the background check for this position extends past 7 years, in conformance with federal law and US Department of Justice guidelines for work on a military installation. SJS Executives, LLC (SJS), also doing business as SJS Industrial, is an equal opportunity employer and does not discriminate based on race, color, ethnicity, religion, sex (including pregnancy status and/or gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, parental status, military service or other non-merit factors. Compensation details: 33.65-38 Hourly Wage PI539a58b7312e-8823
07/15/2026
Full time
SJS Executives, LLC (SJS), also doing business as SJS Industrial, is currently seeking reliable, experienced, Senior Engineering Technicians to work full time for SJS Executives supporting a Federal Medical Facility in St. Cloud supporting ongoing construction operations supporting their Master Plan. We are a Service-Disabled Veteran Owned Small Business (SDVOSB) with 150 employees coast to coast and a headquarters in Virginia Beach, Virginia; we specialize in professional services to support federal and military organizations. The salary range for this position is $33.65/hr to $38/hr . SJS also offers 11 paid federal holidays, 80 hours of PTO accrual, medical, dental, vision, and a variety of additional benefits. Responsibilities: Perform field verifications, drawing reviews, and construction document markups to support project execution and maintain accurate project records.Serve as a procurement liaison by developing acquisition packages, scopes of work, independent cost estimates, market research, option year renewals, and other federal procurement documentation.Develop and maintain compliance management schedules for Life Safety and Environment of Care programs, including inspection frequencies, due dates, and regulatory reporting requirements.Coordinate with facilities maintenance staff and contractors to monitor contract deliverables and ensure compliance with established scopes of work.Enter and manage preventive maintenance programs within Maximo for building systems including fire alarm, emergency power, electrical systems, medical gas, elevators, HVAC, water treatment, and Legionella prevention.Audit facility equipment and assets in the field and maintain accurate asset, preventive maintenance, and inventory records within Maximo.Train Facilities Management personnel on Maximo best practices, including job plans, preventive maintenance plans, asset management, and workflow optimization.Support project planning, programming, design, construction, commissioning, occupancy, and project closeout activities.Develop and maintain project schedules, milestone tracking, budget monitoring, document control, and overall project coordination.Coordinate project activities among Government personnel, contractors, consultants, and project stakeholders.Conduct field observations, facility assessments, existing conditions surveys, technical inspections, and quality assurance reviews.Prepare engineering and construction documentation, technical reports, meeting minutes, action item logs, cost estimates, quantity takeoffs, schedule analyses, and technical recommendations.Participate in design reviews, technical submittal evaluations, Requests for Information (RFIs), record drawing updates, and project closeout documentation.Assist with construction administration, contractor coordination, technical evaluations, and project communications throughout all phases of construction.Support multiple concurrent healthcare construction, renovation, maintenance, repair, infrastructure, utility, and capital improvement projects.Review construction documents, contracts, work letters, project charters, surveys, and technical drawings to ensure project compliance and successful execution.Coordinate project activities within occupied healthcare facilities while minimizing disruption to ongoing clinical operations.Manage interdisciplinary project teams and facilitate collaboration among architects, engineers, contractors, and facility personnel.Assist with budget development, funding strategies, cost control, and long-range project planning. Qualifications: In accordance with federal regulations, possession of a valid Real ID is a requirement for this position.Minimum of 10 years of construction management experience, including at least 3 years supporting healthcare construction projects.Certified Construction Manager (CCM) certification through the Construction Management Association of America (CMAA) preferred.Demonstrated experience managing both healthcare renovation and new construction projects.Strong knowledge of engineering, architectural, and construction principles related to hospitals, medical facilities, site utilities, roadways, parking areas, and associated infrastructure.Experience with ADA-compliant construction, renovations, and facility modernization projects.Ability to interpret and apply construction contracts, agreements, scopes of work, project charters, surveys, specifications, and construction drawings.Working knowledge of Federal Master Specifications, Design Guides, Design Manuals, and other federal design criteria.Proficiency using AutoCAD and Revit for basic drawing review and document modifications.Experience supporting Federal construction projects and familiarity with federal design review, approval, and project delivery processes.Experience developing and managing complex, multi-year construction programs and capital improvement projects.Demonstrated ability to manage multidisciplinary project teams and coordinate multiple stakeholders.Ability to integrate competing priorities while maintaining project schedules, budgets, and quality objectives.Experience coordinating construction activities within occupied healthcare environments.Knowledge of project scheduling, milestone tracking, budget management, funding strategies, and project controls.Experience preparing technical reports, correspondence, presentations, and executive-level briefings.Excellent written and verbal communication skills.Experience using Computerized Maintenance Management Systems (CMMS), preferably Maximo, for asset management and preventive maintenance administration.Ability to perform equipment audits, maintain asset records, and support preventive maintenance programs.Knowledge of facility systems including HVAC, electrical distribution, emergency power, fire alarm systems, medical gas, elevators, water treatment, and life safety systems.Ability to obtain Federal facility network access through a required security screening, which may include fingerprinting, criminal background, and financial background checks.Bachelor's degree in Architecture, Engineering, Construction Management, or a related field preferred.Professional registration as an Architect or Professional Engineer preferred.Experience supporting healthcare facility operations, facilities management, commissioning, and project closeout activities preferred.Must be able to successfully pass a drug test and a thorough background check for access onto a military installation; please note the background check for this position extends past 7 years, in conformance with federal law and US Department of Justice guidelines for work on a military installation. SJS Executives, LLC (SJS), also doing business as SJS Industrial, is an equal opportunity employer and does not discriminate based on race, color, ethnicity, religion, sex (including pregnancy status and/or gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, parental status, military service or other non-merit factors. Compensation details: 33.65-38 Hourly Wage PI539a58b7312e-8823
HR Payroll Benefits Specialist
Stuart Co Minneapolis, Minnesota
Description: StuartCo , founded in 1970, represents a diverse array of market-rate and affordable apartment and townhome options in popular urban and suburban locations. We also offer senior housing campuses. StuartCo is focused on building a workforce that is diverse and inclusive. If you're excited about this role but do not meet all the qualifications listed above, we encourage you to apply. We review all applications. StuartCo Corporate Office is looking to hire a full-time Payroll & Benefits Specialist to join our team in Bloomington, MN . The Payroll & Benefits Specialist is responsible for the accurate and timely processing of payroll and the administration of employee benefits programs. This role manages semi-monthly payroll, serves as the primary contact for payroll and benefits inquiries, administers leave programs, and maintains employee records in compliance with federal and state regulations. The ideal candidate is detail-oriented, highly organized, and committed to confidentiality and exceptional internal customer service. Working Hours Typically, FT40, Monday - Friday, 8:00 am - 4:00 pm, with a scheduled lunch break. Property office hours may vary from property to property. You may be expected to flex your hours to meet the demands of the business. Benefits: Health, Flexible Spending Account, Dental, Vision, Life, ADD, LTD, STD, Critical Illness, Accident, and 401(K). 9 Paid Holidays Generous PTO accruals Position Summary The Payroll & Benefits Specialist is responsible for the accurate and timely processing of payroll and the administration of employee benefits programs. This role manages semi-monthly payroll, serves as the primary contact for payroll and benefits inquiries, administers leave programs, and maintains employee records in compliance with federal and state regulations. The ideal candidate is detail-oriented, highly organized, and committed to confidentiality and exceptional internal customer service. Key Responsibilities Payroll Administration Process and review semi-monthly payroll to ensure accuracy and timeliness. Maintain payroll data and coordinate with payroll service providers as needed. Review employee changes, timesheets, and payroll adjustments. Calculate and validate payroll control totals and payroll reports. Issue manual checks and investigate payroll discrepancies. Track PTO eligibility and usage. Respond to employee payroll and direct deposit inquiries. Process employment verifications, garnishments, and payroll tax reporting. Prepare ad hoc payroll reports and assist with audits as required. Benefits Administration Administer employee benefit programs. Process benefit enrollments, changes, and terminations. Audit and reconcile monthly benefit invoices and employee deductions. Coordinate with benefit brokers, vendors, and carriers. Respond to employee benefit inquiries and verification requests. Ensure accurate payroll deductions related to benefits. Leave & Disability Administration Coordinate and administer FMLA, MN PFML, STD, and LTD programs. Determine eligibility, prepare documentation, track leave usage, and communicate with employees and vendors. Monitor benefit eligibility and premium payments during leaves. Track PTO and unpaid time associated with employee leaves. Reporting, Compliance & Records Prepare and distribute payroll, benefits, and labor reports. Maintain payroll and benefits process documentation. Maintain personnel, payroll, I-9, EEO, and benefits records in accordance with company policy. Assist with EEO 1 reporting and unemployment wage verifications. Ensure compliance with payroll, benefits, HIPAA, and employment regulations. Training & Support Participate in New Hire Orientation by providing payroll and benefits information. Train managers and employees on payroll and timekeeping processes. Support special projects and other duties as assigned. Required Qualifications High school diploma or equivalent required; associate degree preferred. 2+ years of payroll and human resources experience. Knowledge of federal and state payroll and employment regulations. Experience with payroll systems; Paylocity experience preferred. Proficiency in Microsoft Excel, Word, and Windows-based applications. Strong organizational, analytical, and problem-solving skills. Excellent written and verbal communication skills. Ability to manage frequent interruptions and meet deadlines. High level of professionalism and confidentiality. Key Competencies Payroll and benefits accuracy. Attention to detail and accountability. Confidentiality and professional judgment. Customer service orientation. Time management and prioritization. Adaptability and continuous learning. Requirements: Compensation details: 31.25-38.46 Hourly Wage PIc0f9a6381c20-9240
07/15/2026
Full time
Description: StuartCo , founded in 1970, represents a diverse array of market-rate and affordable apartment and townhome options in popular urban and suburban locations. We also offer senior housing campuses. StuartCo is focused on building a workforce that is diverse and inclusive. If you're excited about this role but do not meet all the qualifications listed above, we encourage you to apply. We review all applications. StuartCo Corporate Office is looking to hire a full-time Payroll & Benefits Specialist to join our team in Bloomington, MN . The Payroll & Benefits Specialist is responsible for the accurate and timely processing of payroll and the administration of employee benefits programs. This role manages semi-monthly payroll, serves as the primary contact for payroll and benefits inquiries, administers leave programs, and maintains employee records in compliance with federal and state regulations. The ideal candidate is detail-oriented, highly organized, and committed to confidentiality and exceptional internal customer service. Working Hours Typically, FT40, Monday - Friday, 8:00 am - 4:00 pm, with a scheduled lunch break. Property office hours may vary from property to property. You may be expected to flex your hours to meet the demands of the business. Benefits: Health, Flexible Spending Account, Dental, Vision, Life, ADD, LTD, STD, Critical Illness, Accident, and 401(K). 9 Paid Holidays Generous PTO accruals Position Summary The Payroll & Benefits Specialist is responsible for the accurate and timely processing of payroll and the administration of employee benefits programs. This role manages semi-monthly payroll, serves as the primary contact for payroll and benefits inquiries, administers leave programs, and maintains employee records in compliance with federal and state regulations. The ideal candidate is detail-oriented, highly organized, and committed to confidentiality and exceptional internal customer service. Key Responsibilities Payroll Administration Process and review semi-monthly payroll to ensure accuracy and timeliness. Maintain payroll data and coordinate with payroll service providers as needed. Review employee changes, timesheets, and payroll adjustments. Calculate and validate payroll control totals and payroll reports. Issue manual checks and investigate payroll discrepancies. Track PTO eligibility and usage. Respond to employee payroll and direct deposit inquiries. Process employment verifications, garnishments, and payroll tax reporting. Prepare ad hoc payroll reports and assist with audits as required. Benefits Administration Administer employee benefit programs. Process benefit enrollments, changes, and terminations. Audit and reconcile monthly benefit invoices and employee deductions. Coordinate with benefit brokers, vendors, and carriers. Respond to employee benefit inquiries and verification requests. Ensure accurate payroll deductions related to benefits. Leave & Disability Administration Coordinate and administer FMLA, MN PFML, STD, and LTD programs. Determine eligibility, prepare documentation, track leave usage, and communicate with employees and vendors. Monitor benefit eligibility and premium payments during leaves. Track PTO and unpaid time associated with employee leaves. Reporting, Compliance & Records Prepare and distribute payroll, benefits, and labor reports. Maintain payroll and benefits process documentation. Maintain personnel, payroll, I-9, EEO, and benefits records in accordance with company policy. Assist with EEO 1 reporting and unemployment wage verifications. Ensure compliance with payroll, benefits, HIPAA, and employment regulations. Training & Support Participate in New Hire Orientation by providing payroll and benefits information. Train managers and employees on payroll and timekeeping processes. Support special projects and other duties as assigned. Required Qualifications High school diploma or equivalent required; associate degree preferred. 2+ years of payroll and human resources experience. Knowledge of federal and state payroll and employment regulations. Experience with payroll systems; Paylocity experience preferred. Proficiency in Microsoft Excel, Word, and Windows-based applications. Strong organizational, analytical, and problem-solving skills. Excellent written and verbal communication skills. Ability to manage frequent interruptions and meet deadlines. High level of professionalism and confidentiality. Key Competencies Payroll and benefits accuracy. Attention to detail and accountability. Confidentiality and professional judgment. Customer service orientation. Time management and prioritization. Adaptability and continuous learning. Requirements: Compensation details: 31.25-38.46 Hourly Wage PIc0f9a6381c20-9240

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