5 jobs found

Our Purpose Many people are doing the best they can financially, but have simply never been shown the full range of options available to them. We are passionate about increasing financial literacy, helping families gain the clarity and confidence they need to move toward true peace of mind. Our Expertise Because our team brings a high level of life experience, maturity, and relational strength, we are uniquely positioned to serve those nearing retirement, business owners, and legacy-minded families. We take pride in helping our clients navigate complex financial decisions with a thoughtful, long-term, and strategic perspective. Our Community We are more than a financial firm; we are a mission-driven environment. We believe in: We grow our people personally and professionally. Roughly 50% of our financial strategists are women, and we deeply value the perspective, trust, and leadership that diverse life experiences bring to this work. This opportunity is designed for those willing to learn first, build steadily, and grow with the full support of a dedicated mentorship team. We are looking for coachable, service-minded, high-integrity professionals who are ready for a career path that offers: Remote position(Available in all 50 U.S. States, Puerto Rico, & Canada) Meaningful work Schedule flexibility Start part-time with full-time potential Optional, exciting in-person events throughout the year Personal and professional growth Leadership development The ability to build intentionally over time Performance-based income This opportunity is ideal for career changers who want to begin part-time while maintaining their current responsibilities, with the option to grow into a full-time role if desired. If you are someone who wants more purpose, flexibility, and ownership in your work, this may be worth exploring.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Vice President, Wealth Strategist to join our Wealth Management team. This role is located in Philadelphia, PA. In this role, you'll make an impact in the following ways: Advise a broad range of High Net Worth and Ultra High Net Worth clients on all aspects of estate & gift tax planning, income tax planning, family governance, philanthropy and family wealth and business succession strategies Work with more complex clients and their attorneys and accountants to implement estate plans and to mitigate tax risk. Work with broader wealth management team to prospect new clients and support existing clients with wealth planning needs. Work closely with fiduciaries on complex trust structuring and planning. Represent BNY Wealth through active involvement in wealth planning industry and contribute to thought leadership on wealth planning, including industry conferences and COI outreach efforts. Provide guidance to less experienced team members as needed. To be successful in this role, we're seeking the following: Bachelor's degree, J.D. law, accounting, tax degree, or the equivalent combination of education and experience is required. 7-10 years of total professional experience in estate and tax planning with at least 6 years in private legal practice and/or wealth management experience. Excellent communication skills. No direct reports. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

Proposal Strategist / Proposal Writer (Remote) We wanted a PBM that worked better so we created one. Liviniti, the leading disruptor in the PBM industry, simplifies the complexities of navigating through the Pharmacy Benefit Manager world by offering a value-added approach to ensure the employer absolute freedom, control, and choice to their health plan structure without compromising patient experiences and outcomes. We improve healthcare and reduce rising prescription costs for employers and their employees. We are looking for individuals who are passionate, strong, and committed to developing systems and service solutions that promote our business goals and commitments. Liviniti is searching for incredible talent! We continue to experience accelerated growth in a rapidly changing industry. There's never been a better time to join our team. We are currently seeking a Proposal Strategist/Writer. This is a fully remote/work from home position. Role and Responsibilities The Proposal Strategist/Writer manages high complexity weighted proposals. The Proposal Strategist/Writer works closely with leadership throughout Liviniti to create customized responses to RFx documents that differentiates Liviniti in the market, while developing strategic content tailored to the needs of clients. This role performs the full range of tasks required to develop a strategic and compliant proposal that is in alignment with client requirements and Liviniti's brand guidelines. Provides leadership and guidance of the proposal response, including several SME functional areas and senior leaderships to help in articulating solutions that are in alignment with proposal requirements and client needs. Creates new proposal text by meeting with subject matter experts or using reference documents. Edits proposal language to ensure compliance with proposal requirements and incorporates strategic win themes or solutions into the proposal. Performs a thorough compliance review and quality check of drafts and final proposal version. Develops a proposal calendar and proposal project plan to ensure the proposal remains on track. Provides proposal health updates to leadership throughout the proposal development stage, ensuring that milestones are met. Schedules, coordinators, and participates in color team reviews ensuring compliance with solicitation requirements and client need. Uses proposal management tools for the effective outreach and engagement of key stakeholders throughout the organization. Analyzes compliance-driven/technical documentation to determine customer requirements and to understand complex customer issues within the PBM industry. Formats responses into a professional template in alignment with Liviniti's brand standards. Participates in proposal kick-off meetings and facilitates discussion on areas of concern. Reviews and edits content and coordinates with senior leaders to ensure accuracy of revisions. Submits proposals by the identified due date, coordinating the submission; proactively identifies, communicates, and develops risk mitigation plan to support revenue-generating proposals for Southern Scripts. Abide by all obligations under HIPAA related to Protected Health Information (PHI). Attend, complete, and demonstrate competency in all required HIPAA Training offered by the company. Flexibility to understand, appreciate and embrace that this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice. What We Have to Offer Our benefits package is designed to keep our employees happy and healthy - physically, mentally and financially. Servant Culture Medical, Dental, Vision insurance Disability and Life insurance Employee Assistance Program Remote work options Generous Paid-Time Off Annual Reviews and Development Plans Retirement Plan with company match immediately 100% vested Required Skills and Competencies PBM or health plan proposal writing experience. Strong organizational, project management, analytical, and problem-solving skills and the ability to thrive in a fast-paced, deadline-driven, matrix environment. Excellent computer skills with a proficient knowledge of Microsoft Word and Excel, and Adobe Acrobat; knowledge of PowerPoint. Excellent writing and organizational skills. Ability to prioritize multiple tasks and work in a remote environment. Ability to analyze documentation to determine client requirements and sales strategy and translate this into compelling language. Ability to adapt to new, technological-driven tools, such as a proposal management tool, online procurement systems, and SharePoint Online. Position Type and Expected Hours of Work Full-time/Salaried/Exempt. Some flexibility in hours is allowed, but the employee must be available during the "core" work hours of 8:00AM to 5:00PM CT. We cover clients from West to East Coast, work times must be adjusted to cover meetings in all time zones. Ability to work extended hours, weekends and holidays pursuant with industry demands. Travel This position requires little to no travel from its remote location. Required Education and Experience 4+ years' of competitive proposal writing experience in a PBM, healthcare, or managed care environment. Bachelor's Degree required. Preferred Education and Experience: MBA preferred Liviniti, LLC provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Liviniti complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Liviniti expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Liviniti employees to perform their job duties may result in discipline up to and including discharge. EOE M/F/V/D PIbec-5874

Job description Based in our New York office, you will be a senior US sales leader within the Eurex Cross-Asset Derivatives and Clearing Sales team. You will be responsible for driving the strategic growth of our business across a sophisticated portfolio of institutional clients, including tier-1 banks and asset managers. Your primary mandate will be to expand our market share across a diverse range of asset classes, with a strategic emphasis on our comprehensive suite of Fixed Income products and market-leading clearing services. You will identify, develop, and convert new, high-value business opportunities throughout the U.S. acting as a key strategic partner to our most important clients and shaping our regional sales strategy in collaboration with our senior leadership team. Your responsibilities Own and cultivate senior-level relationships with key decision-makers across a dedicated portfolio of high-priority Eurex customers, driving client acquisition and revenue growth Serve as a key strategic liaison between the North American institutional client base and Eurex's global departments, including Product Design, Strategy, Marketing, Operations and Technology, ensuring client needs are effectively translated into actionable business initiatives Act as a senior product and market strategist across multiple asset classes, with deep specialization in Fixed Income derivatives, both listed and OTC, and the associated clearing landscape to articulate complex solutions and drive adoption Spearhead go-to-market strategies for new product launches, defining target client segments and analyzing business potential to secure management endorsement and drive successful implementation Architect and manage a robust sales pipeline to grow trading and clearing volumes from both existing and new clients Provide critical market intelligence and client feedback to internal product development and strategy teams to shape the future of our offerings Act as a senior ambassador for Eurex at key industry conferences, client events, and in senior-level meetings, positioning the firm as a thought leader Develop and maintain a network of influential stakeholders, including buy-side and sell-side trading heads, portfolio managers, and ideally C-level decision makers Required profile You are a highly accomplished, results-driven, and team-oriented professional with 10+ years of proven success in a senior client-facing sales or business development role within derivatives, clearing, capital markets infrastructure, or a related financial markets environment You bring an expert-level knowledge of derivatives across multiple asset classes, with a pronounced focus on Fixed Income products (e.g., futures, options, repos), deep familiarity with Fixed Income derivatives, and a strong understanding of the OTC swap market, as well as an intricate understanding of the clearing ecosystem You have a deep understanding of the strategic motivations and operational mechanics of diverse market participants, including banks, asset managers, hedge funds and CTAs in both listed derivatives and OTC swap market You have a demonstrable track record of building and leveraging an established network of senior relationships at trading desks, and or securities lending desks, repo trading desks, and with portfolio managers You bring a thorough comprehension of the current U.S. and Canadian regulatory landscape, particularly its impact on financial legislation and the evolution towards centralized clearing You have exceptional communication, presentation, and negotiation skills, with confidence and credibility to engage C-suite level internal and external stakeholders You demonstrate a strategic and analytical mindset with outstanding problem-solving abilities and a proven capacity to lead complex sales cycles and achieve ambitious targets You are self-motivated and able to operate with a high degree of autonomy in a dynamic, global environment, with a willingness to travel as required Company description Ready to make a real impact in the financial industry? At Deutsche Börse Group, we'll empower you to grow your career in a supportive and inclusive environment. With our unique business model, driven by 16,000 colleagues around the globe, we actively shape the future of financial markets. Join our One Global Team! Deutsche Börse Group is one of the world's leading exchange organisations and an innovative market infrastructure provider. With our products and services, we ensure that capital markets are fair, transparent, reliable, and stable. Together, we develop state-of-the-art IT solutions and offer our IT systems all over the world. Play a key role in our mission: to create trust in the markets of today and tomorrow. What we offer Health, Dental, Life, and Vision insurance 401(k) retirement plan with employer match Paid time off (vacation, sick leave, holidays) Parental leave and professional development support Remote / hybrid work options

PRODUCT MANAGER III WHAT IS THE OPPORTUNITY? The Fraud Product Management function includes the following responsibilities:Develops, manages, and owns products and programs that support enterprise fraud defined strategies and initiatives and contribute to the bank's competitive edge in the marketplace. Develops and enhances strategic products to meet the bank's profitability goals. Provides direction and support relative to product design, enhancement, research, pricing/fees/profitability, implementation, analysis, reporting and performance. Product Management is an ongoing cycle. It begins with analysis of needs and opportunities, leading to product development. Once the product is developed, colleagues must be trained, policies and procedures developed, pricing and positioning established, and marketing materials created. Subsequently, product tracking occurs, followed by analysis and recommendations to enhance the product to provide better service to clients or to be more competitive in the marketplace. Product Management coordinates and manages the formulation and implementation of all activities for a specific product or product line from conception to marketplace; performs economic and market research and analysis; provides product documentation and training; and serves as technical advisor on matters concerning the designated product and/or product line. WHAT WILL YOU DO? Partner with fraud strategists, operations and data scientists to build business requirements, procedures, and processes, including project planning, resource management, and process design. Collaborate with product, legal, risk, operations, design, and technology teams to define, prioritize, and deliver solutions aligned with Fraud product vision and roadmap. Manage interdependencies between product releases and delivery teams to ensure end-to-end delivery. Lead product life cycle activities, including discovery, ideation, strategic development, requirements definition, and value management. Align product strategies with overall business goals and identify opportunities for growth. Conduct and lead technical and functional sessions, driving solution design Maintain a strong control environment by ensuring programs and projects comply with all risk, control, and firm-wide guidelines. Communicate and interact confidently with global business leaders through strong written, verbal, and interpersonal skills. Support a collaborative team environment and provide clear guidance and feedback to colleagues and partners. Manage Product Management portion of acquisition conversions product mapping; check orders, product analysis/comparisons, "Welcome to CNB" package support, IRG support, etc. Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. Fosters and maintains good relationships with colleagues to ensure that processes are integrated to support expected customer service levels. Acts as business partner by managing expectations and providing guidance and advice regarding assigned product. It is the individual responsibility of every employee to maintain a current awareness and understanding of appropriate banking laws, regulations, internal policies and procedures, and to comply fully with those laws, regulations, policies and procedures. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Minimum 5 years of product management experience required. Minimum 3 years of financial industry experience required. Minimum 3 years of experience managing medium to large projects required. Additional Qualifications Bachelors Degree or equivalent experience Excellent organizational, problem solving, analytical, planning, and scheduling skills Strong leadership and negotiation skills Extensive industry/business knowledge Excellent verbal and written communication skills, as well as, strong presentation skills Proven experience in demonstrating initiative in creating and maintaining positive business relationships with various unit managers Project management experience with the ability to concurrently manage multiple projects and timeframes is necessary Excellent verbal and written communication skills necessary to prepare comprehensive reports, make presentations and communicate with all levels of Bank management. Proficiency in Excel, Word, and PowerPoint are essential. Access and other advanced programs would be beneficial. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $92,114 - $156,880 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., .